Combined reports: activities and contact person related accounts

Hello,
I created a combined report that should show following things:
Appointment data, all Related Users, all Related Contact Persons and the companies which are assigned to the Contact Persons (not the Appointment-related-Company!)
I combined it by Activities and shared activities area. To get the account information I combined it also with contact person area.
Now I have following problems:
1. The accounts are not displayed in the same line as the rest of the informations. They are only under the Activity Informations and I don't know how to link these informations.
2. One row is user and the second row is contact. If I have an activity with more contacts and more users, I get every contact shown for every user (some kind of douplicates). How can I solve this Problem?
3. I need this report as a Pivot-Table, grouped by day. When I do this and put contact and user into the measures area I have no possibility to see more than one Contact/user per activity. Is there any way to measure text?

Can anyone please help in solving this issue..

Similar Messages

PCUI - Different Text type for Accounts and Contact Persons

Hi All,
While configuring the Text Determination, how can we have different determination procedures for Accounts and Contacts. On the CRM back end side there is no distinction on the objtect type for account & contacts. Instead there is one for BP.
We defined a Text Det Proc for Object BUT000 (Business Partners) which gives us the same text types in both accounts and contact person screens in PCUI. But we want different text types. Can any one please advise.
Thanks in advance,
Raj K

Hello All,
Any suggestions in this matter would be greatly appreciated. Thanks,
Raj Kasa

Creating activity without referencing Account and Contact Person.

Hello Experts,
Our client has such a process, sales employee can perform unplanned visits and they record this visit just entering this prospectsu2019 telephone number and name surname.(without entering account ID as the customer data hasnu2019t been created yet in Sap CRM) They require this in SAP CRM as well.
I have been looking for a way how can we manage this. When I create a visit the system asks for Account ID and Contact Person ID. My question is that is it possible to create a visit in SAP CRM without indicating contact person and account.
Kind regads,
M.

Hello!
Every activity in CRM must have activity partner, but you can make this fields non mandatory in CRM - Master Data - Organizational Management - Organizational Data Determination - Change Rules and Profiles - Maintain Organizational Data Profile
Best regads,
Artur Litvinov.

Search Help for employee and contact person

Dear expert,
I'm a BSP fresher. We are using CRM 7.0 now. I'm facing a BP search help pop-up window issue, please help on it.
We need a search help pop-up window to search employee and contact person at the same time.
Our user want to search both employee and cantact person (don't include custoemr ->sold-to-party) for activity responsible person. I know the sap standard search help components are different employee, contact person, account.
For example: employee -> BP_EMPL_SEARCH (component); contact person -> BP_CONT_SEARCH; account -> BP_ACC_SEARCH_E. And the component BP_HEAD_SEARCH is for all BP.
It seem that there is no search help component for employee and customer contact person combination. I think maybe we can do a filter by BP role. But I don't how to implement it on WebUI.
Thanks and Best Regards
Michelle

Hi Michelle,
You can create a search help using trx. SE11 and use it in the METHOD GET_V* of your componen/attribute.
in the get_v* method, * means attribute name put this custom code.
DATA:
w_map    TYPE if_bsp_wd_valuehelp_f4descr=>gtype_param_mapping,
t_inmap TYPE if_bsp_wd_valuehelp_f4descr=>gtype_param_mapping_tab,
t_outmap TYPE if_bsp_wd_valuehelp_f4descr=>gtype_param_mapping_tab.
w_map-context_attr = 'STRUCT.ZRESP_FASE'. " Attr name
w_map-f4_attr      = 'PARTNER'.                     "import/export parameter to search help - search help attr name
APPEND w_map TO: t_inmap, t_outmap.
CREATE OBJECT rv_valuehelp_descriptor
    TYPE
      cl_bsp_wd_valuehelp_f4descr
    EXPORTING
      iv_help_id                  = 'PRP_BUPA_EMPLOYEE'   "search help name in your case Zname
      iv_help_id_kind             = if_bsp_wd_valuehelp_f4descr=>help_id_kind_name
      iv_input_mapping            = t_inmap
      iv_output_mapping           = t_outmap
      iv_trigger_submit           = abap_true.
Hope this helps!
Best regards,
Caíque Escaler

Email notfication for Customer and Contact person Created In CRM to the User

Hi All,
In one of my requirement, when a customer and Contact person is created in ECC or CRM a Mail should send to the user who created. There is
middleware setting between ECC and CRM. Mail Should trigger in CRM system only.
I know to trigger email for transaction data using Action Profile.
Could any One guide me to trigger email notification for Master data (Business Partner).
Thanks in Advance.
Regards
RR Pradhan

Good afternoon Pradhan
1.I think it would normally be done through a mini wf which should start on event "partner created".
Your wf should have another step with a custom method to determine the email address and feed it to a container. You would then use this container in a subsequent email step with recipient type "email address".
2.In the case of actions I think you should use as processing time the option : Processing using the Selection Report (Action Monitor) (tnx sppfp)
As processing type you should probably have a method that sends an email.
Most likely the recipient email address should be determined in the same method by reading the attribute BusinessPartnerERM.CreatedBy.
In the scheduling conditions you could use the standard attribute BusinessPartnerERM.CreatedOn, in a combination like BusinessPartnerERM.CreatedOn = Today () ;
Hope this helps.
Regards
Razvan Zainea

Report for listing contact person with customer

Hello,
we use the tables adrc, adrp, kna1, knvv and now I want to know if somebody has a ready report, where I can put the country-id in (f.e. 'it') , so that this reports lists all contact persons with their customer and their adress.
Does anybody such a report ?
Thanks
Gerd

again

Activation of BP and contact person

Hello Experts,
I want to know what is the procedure of activating the Business partner and contact person in IS-Media in ECC6.0. In ECC6, SAP has already given this facility so no need to execute any program but if I want to upgrade from 4.6c TO ECC6 then first we need to convert the customer to BP.
Please help me to know the procedure.
Thanks,
Shyam

If you want to use the business partner functionalityand migrate all your customers to business partners, you can not directly upgrade the system from 4.6C to ECC 6.
1. Upgrade SAP either to 4.7 or higher.
2. Goto t-code [JUPART] and execute all the reports one after another from top to bottom. These should be run only after completing the business partner configuration in SAP.
3. By running all the reports, the customers are migrated to business partners
4. Now upgrade the system to ECC 6.
Hope I am clear enough

FM to fill activity partner and Contact person inside a BADI

Hi,
When i create an activity i need to check for a condition and process the activity accordingly. The condition is that when an contact person is entered mistakenly on the activity partner field then i need to move to the contact person field and also find out the corresponding activity partner and fill it.
For example, if i enter 123( assuming this to be a contact person) on the activity partner field, then i need to find what is the corresponding activity partner for this contact person(Assuming ABC to be the activity partner). I need to fill ABC on the acitivity partner field and 123 on the contact person field. I tried using ORDER_SAVE Badi for the same. The badi gets called and i am able to read the curent value from ORDER_READ FM. I just don't get as to how to fill the activity partner and contact person inside this BADI. I am not able to find any FM for the same. Can i request some help pls?
Thanks,
Venkat

Hi,
maintain the partner change on document manually and debug this FM to see what should be the inputs.
Maybe you are missing sth.
Other way, better, would be using crmv_event tcode. there you can register your FM that will change partner on document.
you can assign this FM for eg. to event AFTER_CHANGE and object PARTNER, and transaction category like Service Process.
you can read /people/radoslaw.stefaniak/blog/2009/12/16/crmvevent--what-is-it for more information.
Regards

Searching in business partner master data (properties and contact persons)

Hello,
concerning the need of a customer i am asking for a optimizing of the search in business partner master data.
It should be possible by a soon coming patch to have the tabs properties and contact persons available in the search modus.
I hope this is a functionality which SAP looks on like a nice and essential function, too, and can integrate this in a soon coming patch.
The customer is running SAP B1 2005A PL39
The same funktion concerning the properties would be great at the item master data.
This post is concerning the sap support message 842328 / 2008.
Thank for assistence in solving this nessaccary issue.
Michael Hubenschmid
MTF Schaffhausen AG
Edited by: Michael Hubenschmid on Oct 8, 2008 4:18 PM

Hi Susana,
The current system maximum properties are 64. You cannot define more.
However, as an alternate you can check the "Group" in the Business Partner Master Data and then can define different Properties for different Group of Business Partners.
Check this if any help in your case.
Regards,
Jitin
SAP Business One Forum Team

Replicate Vendor and Contact Person from SRM to ECC

Hi Expert,
I'm using SRM 7.0 and ECC 6.0 and using extended classic scenario.
any required to replicate vendor master and contact person from SRM to ECC, when we create vendor and contact person in portal, the result should display in SRM and ECC.
My question, Is it possible to replicate vendor and contact person from SRM to ECC? If possible, can you guide me?
Thanks and Regards,

Hi,
sorry..
this problem solved because our client change the business process.
we open screen ECC in portal SRM.
Thanks...

Groupware activities and contact initial load limits

Hi experts,
Contacts and business activities that have been created in CRM may be updated.Hence, the changes could be replicated to groupware.
Does anyone know the limitations concerning the volume transfer of
business activities and contacts form CRM to Groupware in:
1. Client based groupware integration
2.   Server based groupware integration
Thanks for your answer
Jeff

Hi,
Check the Site creation and assignment of Subscriptions.
All Business Partners (MESG)------     All Business partners (MESG) Subscription
All Business Transactions (MESG)-----All business transactions (MESG) subscription
Groupware Adapter - Generic Messages (by object) (MESG)-------     Groupware Adapter Messages (by object = GWA_APPLN_MSG) (MESG)
Groupware Adapter Customizing (MESG)------Groupware Adapter Customizing (MESG)
Groupware Adapter Metadata for all BDoc Types (MESG)-------Groupware Adapter Metadata for all BDoc Types (MESG)
Groupware Object master category list (MESG) -
Groupware Object Master Category List (MESG)
Groupware Object Selection Filter Fields and Values (MESG) -
Groupware Object Selection Filter Fields and Values (MESG)
If all these settings are correct it should work.
Regds...

Account and contact person search in more Work Center pages

Hi All,
I have to face the following problem. Currently I am at customer and the customer wants to have four different work centers (broker, cedent, original insured). The work center pages should show the AB SEARCH. In those ABs the links Search Brokers, Search Broker Contacts; Serach Cedent, Search Cedent Contacts etc.)
I Use the Target IDs MD-BP-SR and MD-CONP-SR for all searches.
Everything went fine (I checked simultanously in WebUI). After I entered the third ORIGINAL INSURED the AB of all Work Center appeared the same. All had Cedent Accounts, Cedent Contact Person as links in the AB Create. When I make the Cedent links unvisible no Work Center has them in.
How can I solve this problem? I work on that since two days. Has anyone an idea? Even here in SDN I couldn´t find a solution for that.
The CRM is a brandnew one? Could it be that the search MD-BP-SR can only be used in one workcenter??
Thanks to all for your help,
Martin

Hi Pieter,
thx for your answer. AB=Assignment Block. This Search Block.
I would like to have 4 WC for Cedent, Broker, Original Insured an Prospect (XXX). These WC should have all an AB / Work Center Link Group that includes Search XXX Accounts and Search XXX Contacts. I have an developer here, that would add the role, so that we can search role specific (Roles: Broker Original Insured, Broker etc.). An better idea for that?
But my problem is, that the WC pages look all the same. Even if I go to WC Prospect, that should incl. the Work Center Linkgroup Create (Link will be Create Prospect) it doesn´t appear, because all work center pages look similar.
I entered all (LogLingID, WC Link Groups etc.) from scratch, but I compared with standard.
I would love to help, but it is not really clear to me what you are doing.
You mention you have 4 workcenters, all with an option to search for accounts and a search for contacts.
CORRECT.
How are you planning to differentiate between them all if you use the same target id's (MD-BP-SR and MD-CONP-SR)?
Is your issue that you changed the description of the links, and they appear the same?
You also mention 'AB'. What would that be?
Yes. The Links all have Search Cedent Accounts in every WC Link Group. But why?
Regards Martin
I would upload a screenshot or send it, but don´t know how...first time posting a thread.

Central Person and Contact person relationship

Hello Friends,
I have HR replicated org.struct.where central user creation was active
I maintained Table T77SO for local user creation
HRALX PBPHR CREATE
HRALX PBPON ON
HRALX HRAC X
Now i am able to integrate user thru users_gen in org.structure but system is not generation central person for the user
I want to form the relation of this user as contact person of vendor , When i try to maintain it system is giving error user is not central person
Please help
Thanks in advance
Diwakar Deshpande

Hello Nishant,
Thanks for your reply,we are using release 4.0
We are not using workflows
My org.structure is HR Replicated and
we want to use Bidding functionality
So i need to create contact person for vendor to login to reply BID
This contact person has to be locally created in EBP and should be integrated
in Org.structure so by maintaining switches i could do so by using users_gen
but since system is not generating central person CP when i am trying to create
contact person for vendor through "Manage Business Partners" its stopping with
error "Central Person is not created for Business Partner"
How to resolve this,please help
Thanks in advance
Diwakar Deshpande

Delivery address and contact person

Hello,
Running ECS SRM 5.0
Business requirement is to have many delivery addresses pr. org unit (which is fine) and a contact person for each of these addresses. How can I enter a contact person on an address or link these?
rgds
GAR

Hi
This can be possible by SRM Web transaction - BBPMAININT (Edit Business Partners)...
Have you used USERS_GEN transaction in SRM to create users ? Please read the SAP documentation in this case associated with the transaction using SRM GUI logon..
Which option do you use in USERS_GEN : file upload ?
In your case where the "US" (User) link is missing: is the SU01 user created ? Wasn't is already created before USERS_GEN ?
If the system is not able to create the CP <-> US relation, you should get back an error message in USERS_GEN.
Please go through the related very helpful pointers ->
Central Person
Re: Error while assigning user to a position
Re: How to assign contact person user id to Vendor uploaded from ECC?
Re: Central Person already exists
Re: Correct relationships not being created from USERS_GEN
Business Partner(BP) and Central Person(CP) distribution
Contact person of vendors created inconsistently in my organizative structu
Do let me know.
Regards
- Atul

Sales Org for contact person relation?

Hello,
I am looking for a way to determine the sales organization for the relation between an organization and its contact person. I know how to get the sales org for the organization, and I know how to get the sales org for the contact person, but now I also need to get the sales org for the relation itself.
Anybody know either a FM for this or the table where this information is stored?
Thanks
Thomas

Well, answering to myself here, since I found the table. The information I was looking for is stored in table CRMM_BUT_FRG0081, but now I have the problem that I need GUIDs when dealing with ACE, and relationships do not have any GUIDs associated with them AFAI can see.
Is there a way to create GUIDs for any kind of object, or are the GUIDs stored in another table instead of BUT050?
Thanks
Thomas

Combined reports: activities and contact person related accounts

Similar Messages

Maybe you are looking for