SAP Collaborative E-Care Management: Care Program (E47)

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SAP CRM 7.0

EHP1

October
20
11

English

Version 1.0














SAP Collaborative E
-
Care

Management:

Care
Program

(
E
4
7
)










SAP AG

Dietmar
-
Hopp
-
Allee

16

69190 Walldorf

Germany

Building Block Configuration Guide


SAP Best Practices

Care Program (E47)
: Configuration Guide


© SAP AG

Page
2

of
9

Copyright


© 2011 SAP AG. All rights reserved.

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n contained herein may be changed without prior notice.

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ks of SAP AG in Germany and other countries.

Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions,
Web Intelligence, Xcelsius, and other Business Objects products and services mentioned herein as well
as their

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These materials are subject to change without notice. These materials are provided by SAP AG and its
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rranty
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SAP Best Practices

Care Program (E47)
: Configuration Guide


© SAP AG

Page
3

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Icons


Icon

Meaning


Caution


Example


Note


Recommendation


Syntax



Typographic Conventions


Type Style

Description

Example text

Words or charac
ters that appear on the screen. These include field
names, screen titles, pushbuttons as well as menu names, paths and
options.

Cross
-
references to other documentation.

Example text

Emphasized words or phrases in body text, titles of graphics and tables.

EXAMPLE TEXT

Names of elements in the system. These include report names,
program names, transaction codes, table names, and individual key
words of a programming language, when surrounded by body text, for
example, SELECT and INCLUDE.

Example text

Scree
n output. This includes file and directory names and their paths,
messages, source code, names of variables and parameters as well as
names of installation, upgrade and database tools.

EXAMPLE TEXT

Keys on the keyboard, for example, function keys (such as

F2
) or the
ENTER

key.

Example text

Exact user entry. These are words or characters that you enter in the
system exactly as they appear in the documentation.

<Example text>

Variable user entry. Pointed brackets indicate that you replace these
words and c
haracters with appropriate entries.

SAP Best Practices

Care Program (E47)
: Configuration Guide


© SAP AG

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Content
s


1

Purpose

................................
................................
................................
...........................

5

2

Preparation

................................
................................
................................
.....................

5

2.1

Prerequisites

................................
................................
................................
............

5

2.2

SAP Notes

................................
................................
................................
................

5

3

Configuration

................................
................................
................................
..................

6

3.1

Def
ine Loyalty Type

................................
................................
................................
.

6

3.2

Define Partner Determination Procedure

................................
................................
.

6

3.3

Assign Partner Determination Procedures

................................
...............................

7

3.4

Define Profiles for Loyalty Program Types

................................
..............................

8

3.5

Define Membership Settings

................................
................................
....................

9


SAP Best Practices

Care Program (E47)
: Configuration Guide


© SAP AG

Page
5

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9


SAP Collaborative E
-
Care Manag
ement

Care Program:
Configuration Guide

1

Purpose

This configuration guide
provides the information yo
u need
to set up the configuration of this
building block manually.


2

Preparation

2.1

Prerequisites

Before starting with the installation

of this building block
, see the document
Quick Guide to
Installing SAP Best Practices for CRM
.


2.2

SAP Note
s

Before you begin the installation and configuration, read the relevant SAP Notes. These SAP
Notes contain important information for installation and configuration, and also

corrections
concerning this
b
uilding
b
lock.

Make sure that you have the most up
-
to
-
date version of SAP Notes. You can find the SAP
Notes on the
SAP Service Marketplace

(
http://service.sap.com/notes
)
.

SAP Note

Component

Title

CRM System

1358871

CA
-
WUI
-
UI
-
TAG

I
E8 Support CRMUIF60 and WEBCUIF 70

1562233

CRM
-
FRW
-
UI

BTF Editor not loaded in IE8 compatibility view


SAP Best Practices

Care Program (E47)
: Configuration Guide


© SAP AG

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3

Configuration

3.1

Define Loyalty Type

1.

Access the activity using the following navigation options:

Tra
nsaction code

SPRO

SAP CRM IMG menu

Customer Relationship Management


Marketing


Loyalty
Management


Basic Settings


Define Loyalty Types

2.

Highlight procedure
CECP

and choose
Copy As…


3.

Make the following entries:

Type

Description

Category

YCPG

Gener
al E
-
Care Program

LY Loyalty Program

4.

Save your entries.


3.2

Define Partner Determination Procedure

Use

In this activity, you define partner determination procedures that the system uses to
automatically enter par
tners in business transactions.
The partner fu
nctions and access
sequences you have defined are brought together here. When you define a new procedure,
you assign it to a transaction category or an item object type, and enter required and
mandatory partner functions. These are the partner functions th
e system looks for in
transactions. You maintain settings for each partner function, and
list
,

which

functions are
displayed in the transaction document header. When you later assign this procedure to a
transaction type or an item category, the settings yo
u make here are valid in transactions of
that type or for items of that category.

Prerequisite
s

The Partner Function YCARE006
is

created

in the system. For
more information,

refer to the
config
uration

guide of building block E46
,
SAP Collaborative E
-
Care M
anagement: Campaign
Management
.

Procedure

1.

Access the activity using the following navigation options:

Transaction code

SPRO

SAP CRM IMG menu

Customer Relationship Management


Basic Functions


Partner Processing


Define Partner Determination
Procedure

2.

Highlight standard procedure
Y0000005 E
-
Care Leads
and use it as copy template for the
new procedure
Y0000008 E
-
Care Program
with all dependent entries.

3.

Highlight the new procedure
Y0000008 E
-
Care Program.

4.

In the left
-
hand dialog s
tructure
,

c
hoose
Procedur
e User
.

5.

Delete all existing entries
.

SAP Best Practices

Care Program (E47)
: Configuration Guide


© SAP AG

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6.

Choose
New Entries
.

7.

Enter
BUS2000115 Sales
.

8.

In the left
-
hand dialog s
tructure
, c
hoose
Partner Functions in Procedure

view
.

9.

Set

the entry
No. of Occurrences (Highest)

for Partner Function
YCARE001 Health
Advisor

to
10
.

10.

D
elete
Partner Function YCARE002 Candidate
.

11.

Choose
New Entries

and add a new partner function with the following data:

Field name

User action and values

PartnerDetProc

Y000000
8

E
-
Care Program

Partner Function

YCARE006 Responsible Manager

General

Changea
ble (if…)


乯⸠Nf⁏cc畲u敮c敳
䱯w敳琩


乯⸠Nf⁏cc畲u敮c敳
䡩杨es琩

1

Address

Changeable addr.


Partner Determination

Access sequence

<leave empty>

12.

I
n the lef
t
-
hand
dialog s
tructure
, g
o to
User Interface Settin
gs
.

13.

Enter the following sequence
:

Partner Function 1

YCARE006 Responsible Manager

Partner Function 2

YCARE001 Health Advisor

Partner Function 3

YCARE005 Created By

Partner Function 4

YCARE003 Responsible Physician

14.

Save
y
our entries.


3.3

Assign Partner Det
ermination Procedures

Use

In this activity, you assign partner determi
nation procedures to your collaborative care program

types. This determines which business partners you can assign to your
collaborative care program
types.

Procedure

1.

Access the activity

using the following navigation options:

Transaction code

SPRO

SAP CRM IMG menu

Customer Relationship Management


Marketing


Loyalty
Management



Basic Settings


Assign Partner
Determination Procedures

2.

C
hoose
New Entries
.

SAP Best Practices

Care Program (E47)
: Configuration Guide


© SAP AG

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Category

Type

Procedure

LY

YCPG

Y0000008

3.

Save your changes.


3.4

Define Profiles for Loyalty Program Types

Use

In this activity, you define global settings for the tier groups, tiers, and points in your care program.
Although these settings are not used directly in the processes, we ne
ed to make them due to
technical reason.

Procedure

1.

Access the activity using the following navigation options:

Transaction code

SPRO

SAP CRM IMG menu

Customer Relationship Management


Marketing


Loyalty
Management


Loyalty Programs


Define Profiles fo
r
Loyalty Program Types

2.

Mark program type
YCPG

General Care Program
and
in the left
-
hand dialog structure
,
choose

Define Tier Profile.

3.

Choose
New Entries

and enter
YECTP

as Tier profile ID and
E
-
Care program Tier Profile

as description.

4.

Double
-
click

Defin
e Tier Group

in the left
-
hand dialog structure and choose
New Entries
.

5.

Make the following entries:


Tier Group ID

YCPTIERG

Description

E
-
Care Tier Group

Entry

Level Tier

YECT

Type

Private

Status

Active

6.

I
n the lef
t
-
hand
dialog s
tructure
, d
ouble
-
click

Define Tier

and choose
New Entries
.

7.

Make the following entries:

Tier

YECT

Tier Desc.

E
-
Care Standard Tier

Sequence

10

Cal. Procedure

NEVER

Status

Active

8.

Save your entries.


SAP Best Practices

Care Program (E47)
: Configuration Guide


© SAP AG

Page
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3.5

Define Membership Settings

Use

In this activity for loyalty management, you
define the following membership settings for you
r

care
program.

Procedure

1.

Access the activity using the following navigation options:

Transaction code

SPRO

SAP CRM IMG menu

Customer Relationship Management


Marketing


Loyalty
Management


Memberships


Define Membership Settings

2.

I
n the lef
t
-
hand
dialog s
tructure
, d
ouble
-
click

Define Checks
.

3.

Uncheck the field
Auto PAS Create

to make sure that no
point account set is
automatically
created.

4.

Uncheck the field
Auto Card Create

to

make sure that no card is
au
tomatically

5.

created.


Make sure,
Ignore Checks

is

selected

and
CamTrigPlausChk

is unselected.

6.

Save your entries.