Customer Relationship Management Blogs by Members
Find insights on SAP CRM and other customer relationship management products and topics in blog posts from community members and share your own perspective.
cancel
Showing results for 
Search instead for 
Did you mean: 
Former Member

The basics steps are first to define a Catalog, then Code Group Profiles and finally defining a subject profile.

1. Follow the following SPRO path:

2. Define Catalog:

    Define a catalog for every level of hierarchy level. (3 catalogs will create a 3-level categorization)

3. Next, define Code Group Profiles:

     Select the Catalog (defined in the previous step) and create a Code Group for it.
     One Code Group per Catalog.

     Proceed by creating Codes for your Code Groups.
     One Code for every value (values are per Catalog)

4. Next, define a Subject Profile

    Create a new Subject Profile. (One per Code Group Profile)

    Assign the relevant Code Group Profile and Code Groups

Lastly, log into CRM Web UI with the IC_MANAGER Business Role and find the Create Categorization Schema under the Knowledge Management Work Center:

Create a new Schema and make sure to assign it the appropriate Subject Profile:

Make sure here to declare the appropriate valid-from and valid-to dates in order to activate.

   Define your entire schema and save.

Assign to a transaction type and enjoy