A Guide For Alert Configuration in Sap CRM 7.0: Applies To

A Guide for Alert Configuration in
SAP CRM 7.0
Applies to:
SAP CRM 7.0 Alert Management through actions. For more information, visit the Customer Relationship
Management homepage.
Summary
This document gives step by step guidance for alert configuration in SAP-CRM. In end-to-end scenarios
there could be situations where we need to raise alerts for our sales managers or service managers. This
could be easily handled by sending alert mails to the appropriate receiver specifying the information.
Authors:
Yaswanth Kotakonda and Bharat Batchu
Company: Kpit Cummins Info Systems Limited, Pune

Created on: 22 October 2010
Author Bio
Yaswanth Kotakonda is a SAP CRM 7.0 Certified Consultant from Kpit Cummins Info Systems Limited,
Pune. He has expertise in SAP CRM Sales, Service and E-commerce.
Bharat Batchu is a SAP CRM 7.0 Senior Functional Consultant from Kpit Cummins Info Systems Limited,
Pune. He has expertise in SAP CRM marketing, Sales and E-commerce
SAP COMMUNITY NETWORK

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A Guide for Alert Configuration in SAP CRM 7.0
Table of Contents
Setting Alerts ...................................................................................................................................................... 3
Step 1: ............................................................................................................................................................. 3
Step 2: ............................................................................................................................................................. 4
Step 3: ............................................................................................................................................................. 4
Step 4: ............................................................................................................................................................. 6
Step 5: ............................................................................................................................................................. 6
Setting up Method call Trigger_Alert ................................................................................................................ 7
Step 6: ............................................................................................................................................................. 7
Setting Up Actions: ............................................................................................................................................. 9
Step 7: ............................................................................................................................................................. 9
Step 8: ........................................................................................................................................................... 10
Step 9: ........................................................................................................................................................... 10
Webui Configuration ......................................................................................................................................... 11
Step 10: ......................................................................................................................................................... 11
Step 11: ......................................................................................................................................................... 12
Related Content ................................................................................................................................................ 14
Disclaimer and Liability Notice .......................................................................................................................... 15

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Setting Alerts
Step 1:
Creating Alert Category
Go to T-Code ALRTCATDEF create a new alert Classification CRM_ALERT and provide a description

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Step 2:
Select the Classification CRM_ALERT and create a new alert category ALERT_MAIL with description
Alerts for Sales Managers and press ENTER.
Step 3:
In the Container tab create a new container element
Lets say, I would need Business Trans. Cat and Transaction id information for the Alert.

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We need to Create Container elements for Business Trans. Cat and Transaction id
1. Object type (Business Trans. Cat)
Object_id (Transaction number)

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Step 4:
Select tab Long and Short Text
Enter the information required for Alert. To add Container element in the text, select
And add the relevant element.
Save the Alert Category.

Step 5:
Select Authorization Subscription. Click on new entries and add the role SAP_BC_ALM_ALERT_USER or
we can use any other relevant role. (Make sure that the role is assigned to the Alert recipient in SU01)
Note: If we have fixed users, we can assign the Fixed Recipients Option.

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Setting up Method call Trigger_Alert

Step 6:
The standard Method call Trigger_Alert would be used to trigger alerts. But the method call wont call the
container elements. We need to change the Method Call and do the necessary changes to get the values in
the alert.
Refer OSS note: 821188
https://websmp230.sap-ag.de/sap(bD1lbiZjPTAwMQ==)/bc/bsp/spn/sapnotes/index2.htm?numm=821188
Follow the steps below

Copy the BAdI TRIGGER_ALERT to YTRIGGER_ALERT and do the necessary changes below

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Change your TRIGGER_ALERT method as follows:

Insert the following call before the call of the SALRT_CREATE_API function module:
CALL FUNCTION 'SWC_ELEMENT_SET'
EXPORTING
element = 'PROCESS_TYPE'
field = ls_orderadm_h_ref-process_type
TABLES
container = lt_container
EXCEPTIONS
OTHERS = 1.
CALL FUNCTION 'SWC_ELEMENT_SET'
EXPORTING
element = 'OBJECT_ID'
field = ls_orderadm_h_ref-object_id
TABLES
container = lt_container
EXCEPTIONS
OTHERS = 1.
Save and activate the method.

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Setting Up Actions:
Step 7:
Create an Action profile YALERT and create and Action Definition as YLEAD_ALERT1 with description
Alert Lead Information. Select the Partner function as Employee Responsible in the Action definition.
Select the Method call as Processing type and assign method TRIGGER_ALERT
Assign Parameters
Create a Container for ALERT CATEGORY

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Step 8:
Enter the Element name as CATEGORY and relevant description. Enter the Structure name as
SXMXALERTCAT and the Field as Category.
Step 9:
Go to initial value tab and Give the initial value as the Category we have created.
Save the Action and assign to relevant transaction.

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Webui Configuration
Step 10:
Log on to Webui > Select the worklist from the navigation bar
Select Personalize alerts and Click subscribe for the alert CRM_ALERT and save.
Now when a Lead is created, the Alert would be triggered to the Partner function Employee responsible of
the lead. Make sure that the Employee has proper Details like communication method and Default
communication method.

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Step 11:
Testing of Alert Category
Note: This Program used only to test whether the alert triggers to the recipients or not. It will not pass any Container
values of the alert category; it will pass only the text entered in the alert category.
To test our alert configurations run the report RSALERTTEST.

Specify the alert category ALERT_MAIL that we have created in ALRTCATDEF. Execute (F8).

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Related Content
www.service.sap.com
http://www.sdn.sap.com/irj/sdn
http://help.sap.com
Alert Configuration on help.sap.com
For more information, visit the Customer Relationship Management homepage.

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Disclaimer and Liability Notice

This document may discuss sample coding or other information that does not include SAP official interfaces and therefore is not
supported by SAP. Changes made based on this information are not supported and can be overwritten during an upgrade.
SAP will not be held liable for any damages caused by using or misusing the information, code or methods suggested in this document,
and anyone using these methods does so at his/her own risk.
SAP offers no guarantees and assumes no responsibility or liability of any type with respect to the content of this technical article or
code sample, including any liability resulting from incompatibility between the content within this document and the materials and
services offered by SAP. You agree that you will not hold, or seek to hold, SAP responsible or liable with respect to the content of this
document.

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A Guide for Alert Configuration in

SAP CRM 7.0

Yaswanth Kotakonda and Bharat Batchu

Company: Kpit Cummins Info Systems Limited, Pune

SAP COMMUNITY NETWORK

SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com