How Text Management Works

HOW TEXT

MANAGEMENT WORKS

Presented By:

Ruchi VermaConsultant SAP CRM26th May, 2011

Copyright © 2011 Deloitte Development LLC. All Rights Reserved.

Agenda

Why Text Management Text Management

Text Object Text Type

Text Determination Procedure Definition of Text Determination Procedure Text Determination Type of Text Transfer Definition of Access Sequence Standard Text

Business Scenarios

- 2 -


Why Text Management ?

- 3 -


Text Management

Helps management of the texts and enables to describe transactions or other business objects in detail.

Text Object

Text Type

Text Management

- 4 -


Text Management : Text Object

Defines Connection between Business Object and associated text.

Various text objects are available in SAP CRM.

Examples of Business Objects : BP, Product, Transactions.

New text objects can also be created.

To View/Create Text Objects :

SAP Reference IMG -> Customer Relationship Management -> Basic Functions -> Text Management -> Text Objects and Text Types

Business Partner• BUT000

Product• PRODUCT

Transactions• CRMD_ORDERH : Header• CRMD_ORDERI : Item

Billing Documents• BEA_BDH : Header• BEA_BDI : Item

- 5 -


Text Management : Text Types

Classification of different texts that can be define for a Text Object.

Standard Text Types are available for each text object.

Examples of Text Types : Internal Note, Customer Wish, Logistics Instructions, Correspondence Note.

To View/Create Text Objects : SAP Reference IMG -> Customer Relationship Management -> Basic Functions -> Text Management -> Text Objects and Text Types

- 6 -


Text Determination Procedure

Used to represent a group of text types that you want to maintain or display in a business context.

Text Determination Procedure

Which Applications can use the procedure• Determine Text

Objects

Which Text Types should appear• E.g. Internal Note,

Customer Request

How should the text be processed in the document• Mandatory or

optional, Sequence, Changeable

How should the texts be determined• Access Sequence,

template object and template text type.

- 7 -


Definition of Text Determination Procedure

Defines for which business object the text has to be defined.

Defines which text types have to be attached for the business object.

- 8 -


Text Determination

Texts can be

Entered by user

Copied from Business Partner

master data

Copied from Product

Master DataCopied from Transactions

Standard Text

Used to define from where the system is to take a text.

- 9 -


Text Transfer

•an initial value.

•to be set in cases where no access sequence is assigned for the text type

' ' = Not Yet Defined

•The system saves the current source text by using a new key for the target text.

•In this way, the system creates a copy of the current source text.

'A' = Copy

•The system saves a reference to the source text. The system reads the current version of each source text. As soon as the user changes the text for the target object, the reference is deleted.

'B' = Save Reference Only

•A text template is created by using text determination and is made available to the application. The text or reference is not saved.

'C' = Read Dynamically from the Template

- 10 -


Access Sequence

Defines which text is to be used as the source text and the sequence in which the system searches.

For Each Text type in the Procedure, an Access Sequence is assigned.

Access sequence determines where to fetch the text that needs to be populated into a Text Type.

Thus, either User can input the text or it can be copied from other locations .

- 11 -


Assignment of Fields

Used to define how the system finds the source text defined in the access sequence.

For Example : if the text has to be copied from Sold To Party business partner, we need to define it as SOLD_TO_PARTY in field assignment.

- 12 -


Standard Text

• Used when text has to appear as default text.

• To create a standard text, proceed as follows:• In the SAP Easy Access Menu, choose Basis Tools Form Printout SAPscript

Standard Text OR use the T-code SO10.• Enter the Text Name. Use the Text ID as ST• Choose Language• Click on Create/Change• Enter the required Text in the editor.• Save the changes

• To Include the Standard Text : • Create your own function module that checks data in the communication

structure for special cases • function module CRM_TEXT_DETERMINE_TEXT serves as an example.

- 13 -


Text Determination Procedure Process Flow

• Choose the Text Object

Text Objects

• Pick up the text Types• Create new Text Types

of NeededText Types

- 14 -

•Create a Text Determination Procedure

•Assign the Text Object and Text Types to the TDP.

•Define Access Sequence for each Text Type

•Assign the TDP to the Transaction

Text Determination

Procedure

Transaction


Business Scenario 1 : Text from Business Partner

• Correspondence Notes• Deliver after 5

p.m.

Business Partner

• Customer Wishes

Transaction

- 15 -


Business Scenario 2 : Text from Product Master

• Outbound Packing Instruction• Handle with Care.

Box Contains Fragile Items

Product

• Delivery Instruction

Transaction

- 16 -


Business Scenario 3 : Text Log

Some times we have a scenario where a Note can be entered by multiple users for a given Text Type. e.g. A Sales Quotation created by One sales person. Later on it is changed by some other sales person.

We do not want the previous notes to be overwritten.

Appropriate setting need to be done in the “Change Field” in “Definition of Procedure” for that Text Type.

This setting would ensure that logs are created for each entry of the note with User ID and Timestamp.

- 17 -


Questions ??

- 18 -

About DeloitteDeloitte refers to one or more of Deloitte Touche Tohmatsu Limited, a UK private company limited by guarantee, and its network of member firms, each of which is a legally separate and independent entity. Please see www.deloitte.com/about for a detailed description of the legal structure of Deloitte Touche Tohmatsu Limited and its member firms. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries.

Copyright © 2011 Deloitte Development LLC. All rights reserved.Member of Deloitte Touche Tohmatsu Limited

http://www.deloitte.com/about

http://www.deloitte.com/us/about