I have troubles implementing Service Request Fulfillment Checklists. These checklists are meant to support single employees (Partner Function: Employee Responsible) as well as teams (Partner Function: Service Employee Group) with so called Workflow Tasks as a reminder that a assigned task needs to be done by this particular employee or team.
However, this only seems to works for single employees.
No Workitem and therefore no Workflow Task is created when I assign a Service Employee Group to a task. For a single employee everything works well.
- Is this the intended behavior and if so, do you recommend to modify the Workflow CHKLST_BT223 (WS17200014) or do you recommend to use a shared inbox per team?
- Or have I made some mistakes during the set up of the Service Employee Group?
Symptoms
The symptoms (for Service Employee Groups!) are:
- No Workflow Tasks are shown on Solution Manager CRM UI.
- Workflow is triggered, but no Workflow Item is created.
- BUS2000223 CHKLSTSTEPSTARTED WS17200014 SWW_WI_CREATE_VIA_EVENT_IBF
- BUS2000223 CHKLSTSTEPEXECUTED No receiver entered
- Step "Get Current Step" is executed successfully, but the succeeding step "Process Checklist Step" is always logically deleted.
I'm running a fresh installed Solution Manager 7.1 SPS 11 and I only configured mandatory parts of SOLMAN_SETUP regarding System Preparation, Basic Configuration and ITSM.
How I set up the Service Employee Group
I did not find any instruction on how to create a Service Employee Group, but according to the definitions of this Partner Function (Transaction SPRO >> CRM >> Basic Functions >> Partner Processing >> Define Partner Functions) it belongs to the category Service Team and therefore these instructions should be applicable:
- Creating a Service Organization - SAP CRM: Basic Configuration - SAP Library
- Creating Service Teams - SAP CRM: Basic Configuration - SAP Library
- Assigning Service Employees to Service Teams - SAP CRM: Basic Configuration - SAP Library
I believe my set up is correct, although I don't know how to activate the scenario ("Activate the organizational unit for the selected scenario by choosing Scenario active/not active" for Creating a Service Organization and Service Team). In my opinion there is no such option.
As an alternative I even tried to assign a Business Partner Group (Transaction BP >> Create Group with the relationship "Has the Employee Responsible") to a task, but it didn't work either.
Partner Determination
I thought maybe the predefined Partner Determination is flawed (Transaction SPRO >> CRM >> Basic Functions >> Partner Processing >> Define Partner Determination Procedure). Playing around with Partner Determination access sequence (per default empty) hasn't been a success (I tried the several "Organizational Data: ..." named options).