Assign partner determination procedure for campaign automation

Dear all,
could anyone help me how to set up Partner determination in CRM? I try to create campaign automation and when I want to release it I get this error message:
Diagnosis
Campaign 1: Parties involved have been assigned to this marketing project. However, there is no partner determination procedure assigned to type "Product Promotion" (Z002).
System Response
The partner determination procedure is determined from the type. If you select a type that does not have a partner determination procedure assigned to it in Customizing although parties involved are assigned to the marketing project, the assigned parties involved cannot be validated. You therefore need to choose a type with a partner determination procedure assigned if parties involved are assigned to the marketing project.
Afterwards I§m not allowed to save the campaign changes and to release the campaign.
Please, how can I assign the Partner determination procedure?
Thank you very much
Michal

Hi,
For setting up partner determination procedure for Campaign, goto transaction spro.
Choose CRM->Marketing ->Marketing Planning and Campaign Management
In here, please expand the node 'Partner Processing'. There is IMG documentation help available on how to set up PDP.
Hope this helps.
Thanks and Regards,
Nisha

Similar Messages

  • How to set partner determination procedure for customer hierarhies.........

    hi,
    sap gurus,
    how to set partner determination procedure for customer
    hierarhies.........
    regards,
    balaji.t
    09990019711.

    Hello Rajesh,
    The PDP is set up in customizing.You must create a regular partner determination procedure.In the IMG choose
    CRM>Basic Functions>Partner Processing-->Define Partner Determination Procedure
    You can define a partner determination procedure for each object type.
    PDP assigned to the object type Campaign can also be campaign-type-dependent.
    IMG:CRM>Marketing>Marketing Planning and Campaign Management>Partner Processing>
    Assign Partner Determination Procedure
    Hope this helps!
    Best Regards,
    Shanthala Kudva.

  • Territory and partner determination procedure for employee responsible

    Hi CRM team,
    I have a little issue for you I'll be very thankfull if someone could help me.
    There is the organisation of the territory management in the company I'm working for:
    -Country
    -Region
    -sector
    *each sector have a determination rule based on 1 condition "1 field from the BP Header (customer)"
    *each sector have a position assigned to it. (Organisational model PPOMA_CRM) And there is 1 or 2 employee affected to each position..
    *When creating an activity,*
    *First thing I enter the Account (customer: activity partner)*
    *I would like the system to determine the employee affected to the sector of the BP as the employee responsible.*
    Any Idea?
    For the moment, I'm searching in the partner determination procedure. But the standard access sequence Business Partner Relationships: Activity Partner -> User dont work.
    There is some sitting from my IMG:
    The partner fonction Employee Responsible is with
    *fonction category: employee
    *usage: CRM
    *Relationship category: Is the employee responsible for
    Partner determination procedure:
    In the acces sequence, I put a dialogue seq 15 : 
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    And in the detail on source, I put:
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    Usage: CRM
    It dosn't work...
    I don't know if I'm am searching in the right place.
    Could you help me with a solution to have the needed system behavior????
    Thanks a lot for your time and your help.
    Best regards,
    Ahmed.

    Hi Ahmed,
    After created determination rules for territories have executed the report CRM_TERRMAN_PROC_REL for initial option?
    Once territories and determination rules are created, you need to run the above report in Background(schedule a batch job) which will establish relationships between the territories and corresponding attributes. You need to run this report every time there is a change in determination rule of create/change territories.
    This should resolve your problem
    Regards,
    Priyanka

  • Assign partner determination procedure to Item Category/Sales document type

    Hello All,
    How can I assign a partner determination procedure to an item category or sales document type? That field is disabled in item category config step. Please suggest.
    Thanks,
    lavanya

    HI Lavanya,
    The partner determination will happen through a different way and not through item category definition.
    The path would be
    S&D->MAster Data->Bussiness partners->customers->Customer hierarchy->set partner determination for hirearchy categories.
    In this you will have one option to define by item category.
    Hope this helps.
    Abhishek

  • Workflows for campaign automation

    Dear experts,
    We are working on campaign automation in CRM 5.0
    As per the business scenario we need to send the target group in a file to the third party.
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    Attached a target group and assigned workflow( Create target group and send to the channel) to the campaign element.The remaining details filled in.
    Now when we start the campaign automation the message displays as "campaign started successfully" but we are unable to see output.
    Do we need to activate workflows run campaign campaign ?
    If it is so how activate workflows ?
    Points willl be rewarded for the suitable solution.
    Regards,
    Madhu

    Hi,
    For setting up partner determination procedure for Campaign, goto transaction spro.
    Choose CRM->Marketing ->Marketing Planning and Campaign Management
    In here, please expand the node 'Partner Processing'. There is IMG documentation help available on how to set up PDP.
    Hope this helps.
    Thanks and Regards,
    Nisha

  • Can i know how partner determination procedure with one time cust

    hi sap gurus,
    can i know how to determine partner determination procedure
    for one time customer.
    bcz
    its creating a problem in creation of salesorder and it is saying
    that no assignment of PDP is there for your one time customer.
    help me on this
    regards,
    balaji.t
    09990019711.

    Dear Balaji,
    Only account group is differs to the onetime customer,remaining steps are same as normal customer so,
    -->First you need to maintain the nuber range to the one time customer account group as per your requirement.
    -->You need to assign the SP,BP,PY and SH partner functions to the One time customer account group in the partner determination -->Account group-Function assignment.
    I hope it will help you
    Regards,
    Murali.

  • Acces sequences in Partner Determination Procedures

    Hi Gurus,
    We have Customized a Partner Determination Procedure for Sales Orders in CRM. This PDP has a Z partner function determined from the sold-to party. When the sold-to does not have the corresponding partner function as a relationship the system determines the Sold-to in the Z Partner Function.
    Could you explain if there is an acces sequence that not assign the sold-to when the relationship has not been found?
    Many Thanks,

    Hi Lete,
    You can copy the standard access sequence
    0105 Preceding Document -> Business Partner Relationships: Sold-To Party -> Current Partner: Sold-To Party  and create a Z access sequence and delete the access Current Partner
    This will  only fetch the data through relationship and not through the current partner ( ie sold  to party)
    Hope it solves your issue
    Reward points if it helps
    Regards,
    Madhu

  • CRM 7.0 in partner determination procedure

    Dear all,
    In CRM 7.0 in partner determination procedure for an ITEM level am unable to set up procedure so that any partner will always be just mirror of the partner set on HEADER level.
    This functionality works only when the new order is created, then when changing the partner on HEADER level the partner on ITEM level partner is dynamically changed a according to HEADER.
    When changing the order later u2013 HEADER partner is changed, but the ITEM partner stays the same and had to be changed manually. If an ITEM partner is not changed manually an error is raised while transferring to ERP (because of customizing settings there). Partner determination procedure in customizing is set for ITEM to display all the partners defined in CRM (no only for defined in the particular procedure). I would basically need the ITEM partners to be always the same as HEADER partners no matter what operations are done in the HEADER is must be 1:1 with ITEM (automatically copied when creating/changing).
    I know that we can use ABAP development, but if possible I would like to use just customizing tools.
    Many thanks for your comments

    Hello Guys,
    thanks for your reply. The issue was that the system was copying the partners from header to item even if in customizing I had set up the item det. procedure so only basic partners like SP or Bill to shall be present. In our scenario the user has to change header partners from time to time. Before upgrade (version 4.0) if the user changed the partner header and this partner was also at item level the system changed this also so header partners were equal to item partners. After upgrade this functionality disappeared (I have checked user exits and did not find any cutomer dev.)
    At current CRM 7.0 if the header partner is changed item partners stays the same. And this can causing the troubles in R/3 due to settings of partner determination. To make it shorter. If you need to change the BDoc after it has been created by CRM use class if_ex_crm_dataexchg_badi~crm_dataexch_after_mbdoc_fill.
    Regards
    Radim

  • Necessity of the Partner Determination Procedure at Item Level

    Hi Gurus,   
                 What is the necessity of  the Partner Determination Procedure at Item Level and in what case it is useful?
    Regards,
    Sarosh.

    Dear,
    It may happen that in a business transaction the partner in the document header does not apply to all items, for example, if specific goods for a customer are normally delivered to another ship-to party.
    In sales documents and billing documents you can enter one of the deviating partners from the document header at item level.
    You have planned to have the partner function in the partner determination procedure for sales document items or billing items.
    When creating a document , the system copies the document header partners to the items. If you want to define another partner than the one in the document header at item level, overwrite the proposal from the item partner screen.
    You have planned the partner function ship-to party in the partner determination procedure in Customizing for sales document items and have defined this as changeable.
    Create a customer sales order as usual.
    The system copies the partner from the customer master into the document header and then from the document header into the items.
    Select the item, that should receive a deviating partner.
    Choose Goto --> Item --> Partners.
    The partner screen for the item appears. Here you can overwrite the changeable partner functions.
    Try to read the SAP help. U will find some more info.
    reward if helpful
    Krishna Chaitanya

  • How to change the determination of text procedure for campaigns

    Hi all,
    we want to have different text determination procedures for our different campaign types.
    I checked the customizing, for the text object CGPL_TEXT there are many text determination procedures possible. However, I was not able to figure out where the the textproc is assigned.
    The next step was to check the coding, where we found a method  in GSTEXT: IF_BSP_WD_TOOLBAR_CALLBACK~GET_BUTTONS. There the textproc is read by typed_context->attr->read_textproc( ). The result is always CPG.
    Unfortunately, we were not able to find the place where the attribute is set.
    How can we have different textprocs for our campaign types? How and where is the text determination procedure set for campaigns?
    Thank you very much in advance and best regards,
    Stefan

    You can use span HTML tag.
    For example, if your label is "Product Name", and you want it to appear in red, you can type this:
    <span style="color:red">Product Name</span>Hope it helps.
    Ravi

  • Partner determination procedure assignment not possible

    Hi All,
    1) I had created the partner determination procedure
    2) Created partner function in procedure
    But while doing partner detremination procedure assignment i am unable to that and not able to create the new group customer account group, while doing so getting the message "This function is not possible"
    Please guide me how i to proceed further with this setting.

    1. Set up partner determination procedure.
    The first checkbox is to make the partner u201CNot Modifiable,u201D that is, once it is in the
    customer master record it cannot be changed. Generally, this is only used for the Sold-to
    Party.
    The second checkbox is to make the partner function mandatory, that is, the partner
    must be determined or manually entered in the customer master record.
    2. Assign Partner functions to the partner determination procedure
    3. Assign the Partner determination procedure to the customer account group.
    4. Assign individual partner functions to the account group
    regards,
    Sandeep

  • Table Name for Partner Determination Procedure and created by data

    Dear Gurus,
    kindly let me know the table name for a list of "Partner Determination Procedure" and "created by" data under a client.
    if there is no such  table for this, kindly let me know how can i fetch these details.
    Wishes,
    Abhishek

    Hi Abhishek,
    You can get your required information by combining these 2 table by using SQVI
    TPAER where it gives PartnDet.Proc and Part.funct.
    TPAR where it gives Part.funct inforamtion.
    By using these tables i.e. by using Common field Part.funct. - PARVW
    Regards
    Durga Sana

  • Purpose of partner determination procedure,text determination procedure,

    hai sap-sd gurus please i would like to know the purpose of
    1) parntern determination procedure.
    2) out put determination procedure.
    3) text determination porcedure.
    if i want to do delivery split  what r the configuration settings i have to do.
    pls provide the all steps.
    thanks&regards

    Hi Sreenivas,
    Partner determination use
    In this activity, you define the rules that should be used to perform automatic partner determination.                                                                               
    1.  Define the partner functions that differentiate the roles of    
         partners in your system.                                                                               
    2.  Define the partner determination procedure, and assign the key of the relevant partner object to this Procedure.                                                                               
    3.  Assign the partner functions you define to the account groups.    
    Output Determination Purpose
    The Output Determination component offers output functions for sales, shipping, transportation, and billing to help you manage sales transactions with your customers and within your company. You can create sales activity output (for example, customer telephone calls, mailing campaigns) and group output (for example, freight lists). Your company employees can send and receive output. Output is directly linked to the corresponding sales transaction (for example, the system automatically sends an order confirmation via Electronic Data Interchange (EDI) as soon as the employee
    Texts Purpose in Sales and Distribution
    In a business relationship, it is essential that business partners exchange information throughout the logistics chain. In sales and distribution, this exchange of information is supported by texts in master records and documents. You can maintain these texts for one particular customer or define them so that they can be used more flexibly.
    Texts can be used in many areas of sales and distribution:
    Sales notes for customers
    Sales texts for materials
    Explanations in order confirmations
    Shipping instructions in deliveries
    You can define as many text types as you require (sales texts, shipping texts, internal notes, supplement texts etc.) for master records and documents.
    You can take the settings for the texts from Sales and Distribution Customizing under Text control.
    Delivery split
    Regarding Delivery split you can control through copy control routines in the VTLA transaction.
    I hope it will help you,
    Regards,
    Murali.

  • "Partner Determination Steps  for Customer Master" clarification

    Hi,
    Let me clear myself at the outset itself, that I searched SDN for my below mentioned query, however I could not find any answer to my satisfaction....here I am posting again
    In "Partner Determination for Customer Master", the following steps are undertaken -
    Step 1:
    1.a.) Create New Partner Determination Procedure 
    1.b.) For each Partner Determination Procedure, different Partner Functions, which are applicable for that specific determination procedure, are assigned. (along with other properties like if the PF is mandatory, not modifiable )
    Step2:
    "Partner Determination Procedure Assignment", here we assign different Partner Determination Procedure to different Account Groups. In other words, indirectly, we assign the partner functions to account groups. Right? (Please correct me if I am wrong)
    Step3:
    "Partner Function". Here we define new partner functions, (which are used in Step 1...)
    Step4:
    "Account Group- Function Assignment" - Here we assign the Partner Functions to Account Groups
    Now My Question
    (A) Since the Partner Functions are assigned (via partner determination procedure) to account groups in Step 1, then why Partner Functions are assigned AGAIN to account groups in Step 4. What is the significance of this assignment in Step 4.
    (B) Is there is particular sequence of Steps (1 to 5), one should follow when somebody has to create new customer account group and/or new partner function.
    Thanking you all in advance.

    Dear SR
    Leave SAP Partner Determination screen for 2 minutes and first understand the logic
    1. Create the new partner functions
    2. Create the new determination procedure
    3. Link the new  partner functions to the  new determination procedure and add mandatory, non modifiable ,optional creteria
    4. Assign the new  determination procedure to the document type or account group at appropriate level
    This is essence and this is for all  8 levels like CMR,sales doc header,item etc
    Now coming to your qn
    When you define a new account group ( you might be aware account group controls partner functions of CMR) you will say that your  new account group  will carry out patner functions like SP,SH,BP,PY
    That is ACCOUNT GROUPS  function assignment
    Whenever you create a new account group  you will do field selection in OBD2 like suppress optional.reqd etc,create no ranges and assign no ranges and also mainly this activity partner determination
    These are must settings for a new account group
    AG is the german key for sold to party Partner determination procedure
    This is step 1
    Then in next step you will tell AG will carry out such and such partner functions Step 2 like mandatory not modifiable etc
    Step 3 is link the AG to your account group
    Step 4 is partner functions say if you want to create a new partner function say SB special stock partner
    (in concept this is the firststep)
    Step 5 is once again partner function account group  assignment
    So when you create a new partner function you will do step 4 first and step 5 and then 1 and 2 and 3 
    when you create a new account group you will do step 5 and then 1 and 2 and 3
    Hope you understand now
    Partner functions are relatives in your family
    Say in a family we have Father ,mother sister, brother (these 4 partner functions)
    This is called as Happy Family  and this Happy Family  is the Partner determination procedure in SAP
    This Happy Family  is linked to the account group
    So Happy family means there are 4 partner functions
    So whenever you create a CMR in the account group this father.mother,brother,sister will come as default
    Suppose you add another partner function say Uncle
    First you have to create uncle
    Then you have to tell this account group will accept uncle
    Then link the uncle in the happy family that is determination procedure of SAP along with the 4
    Then assign  happy family  to the account group
    Now when you create a CMR along with father.mother,brother,sister  along with that uncle will also come
    Regards
    Raja

  • Partner determination procedure

    <b>Hi,
    This is for the 1st time i am in this forum.
    Could anyone tell about when the error comes (during creation of sales document-customer master record does not exist), though i have created my own partner determination procedure with new part functions & created cmr successfully too.
    Regards,
    Dash</b>

    Have you created Customer Master Data?
    Steps to create Customer master data:
    <b>2.1.2 Process to Create Customer Master
    2.1.2.1 Initial Screen of Customer Master Maintainance</b>
    Use
    The purpose of this activity is to maintain Customer Master Data. Customer Master Can be created for Sales & Distribution, in which it will be possible to maintain General Data Tab & Sales Area Tab. Alternatively it is also possible to maintain Complete / FI, in which it is possible to maintain General Data, Company Code Data & Sales Area Data (Complete) or General Data & Company Code (F1)
    <b>Procedure</b>
    1. Access the activity using one of the following navigation options:
    SAP Easy Access > Logistics > Sales and Distribution > Master Data > Business Partner > Customer > Create > Sales and Distribution / Complete
    Transaction Code: VD01 / XD01
    Fields to be maintained in Initial Screen (referring Complete):
    Field     Functionality
    Account Group - Take a drop down & select appropriate Account Group (Say, Sold To Party)
    Customer     - Enter manually / Internal by system (Based on Configuration)
    Company Code - Take a drop down
    Sales Organization - Take a drop down
    Distribution Channel - Take a drop down
    Division - Take a drop down
    A Customer can be created with reference to an existing Customer & necessary data can be changed.
    Reference
    Field - Functionality
    Customer     Enter manually
    Company Code - Take a drop down
    Sales Organization -Take a drop down
    Distribution Channel - Take a drop down
    Division - Take a drop down
    <b>2.1.2.2     General Data of Customer Master Maintenance</b>
    Use
    The purpose of this activity is to maintain General Data. General Data is applicable to the customer centrally. Incase of extending Customer to another Sales Area, General data will remain the same.
    <b>Procedure</b>
          Fields to be maintained are as under:
    <u>ADDRESS</u>
    Field - Functionality
    Title     Take a drop down
    Name - Enter manually
    Search Term - Enter Manually (Optional)
    Street - Enter Manually (Optional)
    House No - Enter Manually (Optional)
    Postal Code - Enter manually
    City - Enter manually
    Country - Take a drop down
    Region - Take a drop down
    <u>Control Data</u>
    Field - Functionality
    Vendor - Enter Manually (Optional) – To establish Customer Vendor Relationship.
    Trading Partner - To be maintained incase of Inter-company Customer,
    The above is for Illustration purpose. Please ensure to maintain the fields required.
    <b>2.1.2.3     Company Code Data of Customer Master Maintenance</b>
    Use
    The purpose of this activity is to maintain Company Code Data. This is maintained by an FI person.
    <b>Procedure</b>
          Fields to be maintained are as under:
    <u>Account Management</u>
    Field - Functionality
    Recon. Account - Take a drop down (Mandatory)
    <u>Payment Transaction</u>
    Field - Functionality
    Terms of payment - Take a drop down.
    The above is for Illustration purpose. Please ensure to maintain the fields required.
    <b>2.1.2.4     Sales Area Data of Customer Master Maintenance</b>
    Use
    The purpose of this activity is to maintain Company Code Data. This is maintained by an FI person.
    <b>Procedure</b>
          Fields to be maintained are as under:
    <u>Sales</u>
    Field - Functionality
    Sales Office - Take a drop down
    Currency - Maintain the local / export currency.
    Exch. Rate Type - Maintain ‘M’, incase of export / inter-company(if required) only.
    Cust. Pric. Proc - This is maintained to pick the pricing procedure in Sales Order & Billing Document. It should always be maintained.
    Customer Stat. Gr - This is recommended to be maintained to enable the data to flow to SAP standard report.
    <u>Shipping</u>
    Field - Functionality
    Delivery Priority - Take a drop down & maintain the appropriate for Delivery purpose.
    Order Combination - Maintain the tick
    Shipping Condition - Take a drop down & maintain the appropriate for Delivery purpose.
    Delivery Plant - Take a drop down & maintain the appropriate Plant.
    <u>Billing</u>
    Field - Functionality
    Incoterm - Take a drop down & select. Maintain the Description manually.
    Terms of payments - Take a drop down & select.
    Account assignment Group - Take a drop down & maintain the appropriate. This is very important to be maintained, else it will give an error to release the billing document to accounting.
    Tax - Take a drop down & select ‘0’.
    The above is for Illustration purpose. Please ensure to maintain the fields required.
    Regards,
    Rajesh Banka
    Reward points if Helpful.

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