At the end of this exercise, you will be able to:
• Manage the process route for incoming post items • Assign a post item to a record or case
7-1 Incoming E-Mail Messages
7-1-1 Info: There is a new e-mail message in your worklist.
7-1-2 Change the process route of the incoming post item as follows:
7-1-2-1 Change the user for distribution to IPS640-xx+1 and execute the work item.
7-1-2-2 Within the organizational structure Scotland Yard, the receiver group will change the organizational unit for the process route step "Assign Record" to "Mail Room", execute the work item and resubmit the incoming post item to group IPS640-xx+1. Enter the following text for resubmission: "Execute work item as mail room member".
7-1-2-3 Within the organizational structure Scotland Yard, the receiver group will change the organizational unit for the process route step "Assign Record" to unit 212. Execute the work item and resubmit the incoming post item to group IPS640-xx+1. Enter the following text for
resubmission: "Execute work item as member of unit 212". 7-1-2-4 The receiver group will execute the work item.
Note: For this activity, the receiver group must be registered as users of the organizational unit 212. Log off as a user of this unit when you have completed the process.
7-1-2-5 Create a letter of reply to the post item you have received. Use the template Header_Standard Letter_Template_Training_EN. 7-1-3 You have to advise a customer whose incoming post processing is different
Solutions
Unit: Incoming Post Processing
Topic: Procedure for Incoming E-Mail Messages
7-1 Incoming E-Mail Messages
7-1-1 Info: There is a new e-mail message in your worklist.
You see that a corresponding item entered in the folder New Incoming Post
Items. If you double-click this item, the incoming post item is opened and you
can deal with the work item.
7-1-2 Change the process route of the incoming post item as follows:
7-1-2-1 Change the user for distribution to IPS640-xx+1 and execute the work item.
Select Jump to Process Route. Double-click the row containing the activity Distribute. In the dialog box displayed, change the agent type to SAP User and the agent ID to IPS640-xx+1. Choose Enter. Save the process route. Choose Back. Choose Activities. Choose the button to
transfer e-mail parts
7-1-2-2 Within the organizational structure Scotland Yard, the receiver group will change the organizational unit for the process route step "Assign Record" to "Mail Room", execute the work item and resubmit the incoming post item to group IPS640-xx+1. Enter the following text for resubmission: "Execute work item as mail room member".
The receiver group will find the work item on its worklist in the folder
New Incoming Post Items. Change the process route in the way
described in Exercise 7-1.1. Choose Activities. Select Distribute. 7-1-2-3 Within the organizational structure Scotland Yard, the receiver group
will change the organizational unit for the process route step "Assign Record" to unit 212. Execute the work item and resubmit the incoming post item to group IPS640-xx+1. Enter the following text for
© SAP AG IPS640 7-20
7-1-2-4 The receiver group will execute the work item.
Note: For this activity, the receiver group must be registered as users of the organizational unit 212. Log off as a user of this unit when you have completed the process.
On your worklist, check the folder Resubmissions (to be processed) first. You can only execute the work item if you have registered as a member of the organizational unit 212. Choose Activities. Select Create
and assign record or Assign record. This will depend on whether you
wish to create a new case or search for an existing one.
7-1-2-5 Create a letter of reply to the post item you have received. Use the template Header_Standard Letter_Template_Training_EN.
Select the case you created in exercise 7-1.2.3. Open the context menu of the Documents (versionable) element type. Select Create Letter of
Reply. Choose the template, adjust the attributes and enter a text. Then
save.
7-1-3 You have to advise a customer whose incoming post processing is different from the one described in exercise 7-1.2. Can you help the customer if the incoming post and the registry are in the same department? Explain the necessary adjustments.
The process route required will take 3 instead of 4 steps. To combine the first two steps in one, introduce a new activity in Customizing and define a new template for the process route. You also have to enter it in the appropriate Customizing table.
7-1-4 You will need the full text search for incoming post items. Which feature do you need?
You need the search engine TREX.
7-1-5 You have received an incoming post item whose sender is not registered in the system. What do you have to do to assign a sender to this post item?
When you create the incoming post item, select Sender and open the pull-down menu. Depending on the situation, either select Create (to create a new business partner) or Find (to search for an existing one). When you leave the business partner administration transaction, the system will automatically enter the sender information for the incoming post item.
©SAP AG 2006