Industry sector: SAP Grantor Management
SAP CRM Objects: SAP CRM Case Management
Business Scenario: As part of Grantor management process, fund manager reviewing a case having multiple applications, can approve or reject applications based on business criteria. Once the manual activity is complete and Case needs to be progressed further to initiate payments for approved applications.
Review meeting minutes for the approval of the application are captured in excel and should be attached to SAP CRM case.
As part of automatic process, multiple files need to be attached to case. An utility will help end user to efficiently perform this task and same can be used for batch process of case in small funds scenario.
Above scenario can vary from client to client.
How to Attach excel file to SAP CRM CASE?
DATA : lv_string TYPE string,
lv_xstring TYPE xstring,
lt_file_content TYPE sdokcntbins,
lt_file_contents TYPE sdokcntbins,
ls_business_object TYPE sibflporb,
ls_file_access_info TYPE sdokfilaci,
lt_file_access_info TYPE sdokfilacis,
lt_properties TYPE sdokproptys,
ls_properties TYPE sdokpropty,
lv_error TYPE skwf_error,
ls_phio TYPE skwf_io.
* Prepare content of the attachment
Loop at content to be added to the file.
CONCATENATE lv_string
File-attr1 cl_bcs_convert=>gc_tab
File-attr2 cl_bcs_convert=>gc_crlf
INTO lv_string.
Endloop.
*Additionally you can add column header to each of the attribute in the same way as attributes shown above, but before the above loop.
CALL FUNCTION 'SCMS_STRING_TO_XSTRING'
EXPORTING
text = lv_string
IMPORTING
buffer = lv_xstring
EXCEPTIONS
failed = 1
OTHERS = 2.
CALL FUNCTION 'SCMS_XSTRING_TO_BINARY'
EXPORTING
buffer = lv_xstring
IMPORTING
output_length = lv_xsize
TABLES
binary_tab = lt_file_content.
APPEND LINES OF lt_file_content TO lt_file_contents.
ls_file_access_info-mimetype = 'application/vnd.ms-excel'.
ls_file_access_info-file_size = lv_xsize + lv_xsize_l.
ls_file_access_info-file_name = <FILE NAME>.
ls_file_access_info-binary_flg = 'X'.
INSERT ls_file_access_info INTO TABLE lt_file_access_info.
ls_properties-name = 'KW_RELATIVE_URL'.
ls_properties-value = text-004.
INSERT ls_properties INTO TABLE lt_properties.
ls_properties-name = 'DESCRIPTION'.
INSERT ls_properties INTO TABLE lt_properties.
ls_properties-name = 'DOC_DATE'.
ls_properties-value = sy-datum.
INSERT ls_properties INTO TABLE lt_properties.
ls_properties-name = 'LANGUAGE'.
ls_properties-value = 'E'.
INSERT ls_properties INTO TABLE lt_properties.
ls_business_object-instid = <SAP CRM CASE GUID>.
ls_business_object-typeid = <SAP CRM CASE Business Object> example 'BUS20900'. "#EC NOTEXT
ls_business_object-catid = 'BO'. "#EC NOTEXT
CALL METHOD cl_crm_documents=>create_with_table
EXPORTING
business_object = ls_business_object
properties = lt_properties
file_access_info = lt_file_access_info
file_content_binary = lt_file_contents
IMPORTING
phio = ls_phio
error = lv_error.
COMMIT WORK.
