Category Modeler

Using this function, you can create categorization schemas with related categories,

Features Page Area New Function Description You can create categorization schemas. In some cases, you may not be able to change a schema because you do not have the necessary authorization. When you create a new version of an existing schema, the original version of the copied schema remains but it is no longer changeable, and also cannot be used in future. Historical documents, such as service orders that refer to the original version of the schema, remain consistent. You can copy an existing schema, and make changes to the copy.

Search result list and Version Categorization Schema

When you copy a schema, you create a new schema with a new ID. The original schema remains unchanged. Merge You can merge categorization schemas. Search result list Import You can import categorization schemas. Category Hierarchy You can use either hierarchical categorization Categorization without multiple usage of identical categories Schema General Data Logical Structure within a schema, or attributive categorization with multiple usage of identical categories within a schema.

Copy Schema

Status: Draft Status: Released Status: Active Status: Deployed

Newly created schemas, or schemas in editing mode, have Draft status. When you have finished editing a schema, set the status to Released. The Released schema status is automatically switched to Active when the validity period for the schema begins. The Deployed schema status is set automatically when the schema's validity period ends. The schema continues to exist so that completed processes that refer to this schema remain

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Function

Description

Category Hierarchy Categorization Schema Application Areas

Category General Data

Category: Extended Attributes

Category: various assignment blocks for the assignment of objects to categories.

consistent. Using the fields Application ID, Parameter, and Application Areas Value, you assign the schema to applications, such as service orders. For service processes and for the interaction record, choose the subject profile that should be Value valid for this schema. You can then assign the individual subject codes for the profile in the schema, at category level. Enter the category name that you want to be displayed in the category selection fields in Category Name sections of the application, such as in the service process. You can use this field to enter notes. For example, you could use it to differentiate between two categories with similar names. Category Description The description is displayed only in the category modeler. If you have assigned a schema in the page area Application Areas to the parameter Subject Profile, you must assign a subject code for each category. Subject Code This is the case in categorization schemas for service orders, for example. Otherwise, you cannot save the categorization in the relevant business transaction, for example in a service order. You can assign extended attributes, to integrate Validity time-based versioning at category level. Local Valid-From Category values can be defined locally, that is, at Date/Local Validthe level of the relevant category. To Date Inherited ValidFrom The validity period of a category is passed down to Date/Inherited its lower-level categories. Valid-To Date The effective validity period of an individual Effective Validcategory is always a combination of the inherited From values and the locally defined values. If there is a Date/Effective conflict between two values, the more restrictive Valid-To Date value is used. Various functions, The assignment of objects to categories in the such as Service category modeler enables automatic suggestion of Order Template objects. In a service order for example, if you select a category to which a service order template is assigned, you can choose to automatically

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Function

Description complete the service order, using this template.