Create Activities from Campaign

Hi,
I intend to create Activity from Campaign based on the Partners selected in the Partners tab.
For 5 different partners, 5 different activities.
I am trying this through Action definition, method call.
Am I on the right path? Is this how normally its done?
thanks
Yash

Hi Mike,
Thanks for the link.
I already have this doc with me.
This talks about creating a transaction type which is assigned based on Communication channel.
My requirement is to create a transaction type based on the Partners in the Partner tab.
I have awarded points though.
thanks
Yash

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Generating Activities from Campaigns

Is it possible to generate Activities from Campaigns or otherwise progress a Campaign?
For example, you can send campaigns to a list of contact prospects etc. Is there any way to genereate an Activity within Web Tools to be used as a follow-up?
I presume that you could use the DTW to create Activities directly within B1, but what about working in Web Tools only?
More generally, what are you expected to do with a Campaign once you have sent emails to the contacts? There seems to be no way to progress a Campaign other than to make it inactive.
Regards,
Douglas

Hi Douglas
You can write a report to track people who clicked a link to a product in the campaign email, went to the site, viewed the item and checked out. There is a URL variable, campaignid= that is appended on the end of the url and stored on the ordermaster table for that order if present.
How to progress a campaign forward is up to the sender of the campaign.
You can view if a prospect or user has been sent a campaign on the user or prospect details as well.

Error while creating activities from Account application (Activity tab page

Hi Experts,
We are using CRM 5.0 with PCUI ( EP 7.0 version). We are getting below error when try to create activities from Account application in PCUI ( from activity tab page):
Error : Activity contains error.
Diagnosis
This transaction has errors.
Procedure
To correct the errors, go to the maintenance interface of the transaction.
To navigate to there, use the link to the account application
Pls suggest how to proceed with this error & helpful solutions would be rewrded generously.
Regards,
Basavaraj Patil

Hi Experts,
We are getting this error when try to create Activity from Account application in PCUI. But the same thing is working fine in at GUI level & actions profile assigned to Activity transaction is also working fine at GUI level. But in PCUIit is throwing this below error.
Diagnosis
You have attempted to create a follow-up transaction for an incorrect transction 2000764. This is not possible. You can only create follow-up transactions for error-free transactions.
System Response
The follow-up transaction is not created.
Procedure
Correct the errors in the source transaction 2000764. The error messages resulting from processing the error can be read in the application log in the source transaction.
Pls suggest solution for this.
Thanks in Advance.
Regards,
Basavaraj Patil

Create tasks from campaign execution

Hi experts,
we have the requirement to create tasks through campaihn execution.
Unfortunately it seems that when customizing the communication channnel in spro the channel "create contacts" does not allow to create activities in form of tasks.
Is there another possibility to create tasks through campaign execution?
I think this not an unusual requirement, so I am wondering if you can help me with this issue.
Thanks a ton and kind regards
Hannes

Hi Hannes,
Did you try to overrule that via the BAdI Enhanced Creation of Business Transactions
you can find that BAdI in SPRO --> CRM --> Marketing --> Marketing Planning and Campaign Management --> Campaign Execution --> Business Add-Ins --> BAdI: Enhanced Creation of Business Transactions
there is a method called MODIFY_ACTIVITY_OBJ
This will be called during creation. Maybe you can overrule the transaction type and object type there.
KR,
Micha

Where to see activities, which are created for the campaign with target group

Hi
I have created a Communication Method in SPRO -> CRM -> Marketing -> Marketing Planning & Campaign Management -> Campaign Executtion - Define Communication Method : Activity has been configured
Activities are not appearing after creation of campaign with target group.
Where to see activities, which are created for the campaign with target group?
Regards
Hamid

Hello,
alternatively to check table CRMD_ORDERADM_H directly you can use the related transactions search for the campaign:
This should bring all activities generated by the campaign. If this is empty first check the job log of the campaign execution job again:
This gives information if any target group members have business transactions created. If the log does not contain the required information you can debug from SM37. The business transactions (activities, leads, sales orders) are generated from function module CRM_MKTTGGRP_PROC_CREATE.
best regards,
Johannes

Creating Service Order from Campaign

Hello Guru's
I m really stuck presently with my Task.
My scenario is, we have modified service order transaction (zsrv), and this service order has been modified by adding custom developed classification that we assign every time we create service order manually. I have to create same service order from campaign execution.
At the same time when we create campaign, this classification is assigned in campaign screen and stored in bespoke table. Then i have to create service order automatically from campaign when executed.
So can any one help me on this scenario. what BADi i have to use, what is the best approach for this. How i can pass the classification of campaign to service order.
please help me
thank you
shankar

Hello. What was the solution, please?
I have a similar scenario in which I need a mass creation of service requests from a target group.
Thanks a lot,
Luis.

Automatically Create An Activities From Opportunity?

How Automatically Create An Activities From Opportunity use the 'Create Follow-up' '?
IF you have some ideas ,please tell me ,thanks!

HI,
You can use action profile to create activity from oportunity based on the required condition (Status).
Use the method Call type of processing and Method COPY_DOCUMENT. aslo mention the Activity type in the Process Type of the action definition.
Regards,
PP

Activities from the campaign

Hi experts,
We are generating activities from the campaign execution(campaign automation). The activities are generated with person responsible same as activity partner where as it should determine the preceding doc --> user as per the Partner determination procedure of activity type.
Can anybody help me how to solve this
Regards,
Madhu

hi madhu
I was trying to find a way to link an activity record back to the
campaign it's related to. I seem to have the campaign description located on
several of the ACTIVITY tables/views (CRMV_WORKLIST_AC is the main view I am
using) but cannot seem to get a GUID which links the activity back to the
campaign description in CGPL_TEXT and ultimately to CGPL_PROJECT table (where I
need to extract the EXTERNAL_ID field related to the activity).i was confused regarding
know how to translate the GUID on the CRMV_WORKLIST_AC (same GUID as on
CRMD_ACTIVITY_H and CRMD_ORDERADM_H) to either of these tables
solution i found was like:
Function module
CRM_DOC_FLOW_READ_OB can be used to retrieve the link of activities to
campaign elements.
as the tables for the activity and campaign element was there,but this FM depict the exact link between the campaign and acitivites.
i am asking u to use this FM because if at the table level u wanna see the relationship then u have to do what is like go to crmd_order index and give ur object id and copy the generated guid and paste it in table crmdorderadm_h,to retrieve the relationship between activity and campaign.
guess it will definitely helps
best regards
ashish

Creation of service order from campaign element

Hi,
We have a requirement where service orders are to be created for all those business partners who responded to the campaign. We are using standard service order type SVRO. We have set up campaign automation by creating campaign and element, assigned target group, set decision point (rule & condition) to split target group in two; one for those who have replied to campaign and others who have not replied. These target groups are also linked to other campaign elements within the campaign.
The question is, how to create a follow-on transactions such as service orders through campaign, so that one service order gets created for each successful BP from campaign result?
Thanks in advance for your advice / suggestions.
Regards
Umesh
Edited by: Umesh Singh on Sep 30, 2009 6:36 PM

Hi Shatnhala,
Thank you for your help. I'll try this and will come back to you.
My further requirenment is to re-trigger pricing to upade latest price information on these service orders and then to create and send letter to all those customer with price informations. Can I use the same workflow with different steps to complete all these task?
Also, how will these service orders (created through workflow) be linked with the campaign? Is their a way to link one campaign with many orders?
Thanks
Umesh

Follow-up Activities from Leads/Opportunities

HI,
We have configured the follow-up Activities from Leads/Opportunities in CRM. We created a standalone PCUI BSP iView for Activities and assigned ACTIVITYCRM object type to our Role.
Leads to follow-up Opportunities is working but from Leads/Opportunities to follow-up Activities is NOT working. Standalone Activities is working though directly from the menu.
Any input/thought will be appreciated.
Thanks,
Jas

Please check the follow the below points.
1. SPRO -> CRM -> Layout of user Interface -> Navigation (URL generation) -> Assign Object Method to Role. (Check your role and object with Portal Role)
2. Add "CRM_URL_BUFFER_OFF" = "X" Parameter in SU01 for the user.
3. If you assigned many roles to the user in CRM check the Priority.
I hope it will work.
Regards,
Bala.c

Follow up of activities from old opportunity to new opportunity

Hi Team members,
I want to create a new opportunity for a customer, but the activities from the earlier opportunity (of the same customer) should get displayed in the new opportunity
Please let me know the steps or hints
Thank you and kindest regards

Hi Team members,
I want to create a new opportunity for a customer, but the activities from the earlier opportunity (of the same customer) should get displayed in the new opportunity
Please let me know the steps or hints
Thank you and kindest regards

Removing the Order from Campaign in /SAPAPO/CDPS_FDISHEU, but it is not reflecting in DS_ board.

Hello Experts,
we wan to create some custom logic to Remove some orders from campaign. For this we have created a function and removing the order from campaign in /SAPAPO/CDPS_FDISHEU->BEFORE method.
but the changes which i am doing they get save immediately in DB (Without press Save from DS board).
and also they are not getting reflected in DS Board also.
Please let me know, If you need any further information to help me out.
Thanks in Advance
Ashish Gupta

Hello Experts,
Any clue will help, please suggest.
Thanks,
Ashish Gupta

Automatcally create Project from Sales Order

We are on SAP R/3 4.7. We are currently using Project system for customer projects. We are manually linking the WBS element to the sales order item.
We are considering to automatically creating project from sale order.
Can someone offer any suggestions or recommendations?
If you have already done in the past, did you encounter any issues or concerns that need to be considered?
Thank You
Sanjay

Hi,
As per standard configuration:
1.) Maintain requirement class in OVZG as 80
2) Maintain Requirement type in OVZH as KP and assign 80 there
3) Strategy in SPRO->Project System->material->Strategy and maintain requirment class and requirement type and account assignment there.
4).Then maintain strategy in strategy group...it would be same as 85.
5). Then you can maintain item category from SD side and item category group from MM and assign these item categories to SD document type .
6). Now create standard templates(Project and network activities and make assignment to standard project)
7). Create configurable material(Variant configurator) in MM01 as KMAT and maintain item category group as same defined above and maintain strategy group in MRP tab same as defined above.
8). Now assign these Variant configurator to standard network and projects in CN08.
Look into these setting would definately help you.
Regards
Abhinay

BAPI/FM to Create Projects from Templates

Is there any BAPI/FM that can create Operative Project Structures referring the Standard WBS including all objects i.e, WBS,N/W,Activities,Milestone of standard project?
If not, what could be the work around?
Regards
Sreenivas

Hi Robin !
        I have the same issue here, to create projects from a template, using a Function Module to do that, and I tryed to use the FM CJWB_PROJECT_COPY as you suggested, and I achieved to create project from template but, for any reason not known by me, the project is created without status object, so I can´t open it on any transaction(CJ02/CJ03/CJ20n...). I have tested it in SE37, using test sequences, so I call it and BAPI_TRANSACTION_COMMIT to save the data.
        To make the projects available to work, I needed to run a report named CNSTATUS as explained on SAP Note 170948.
        Do you know why using CJWB_PROJECT_COPY created the projects without status object assignment ? I could not find any documentation about this function, so maybe the problem can be caused by some wrong parameter that I was passed to it.
        Do you already used it ? If yes, can you send a sample code ?
        Thank you in advance, and best regards !
        Wilson

Grey Out a Field only when Creating a New Campaign

Hi ,
I Have a requirement to Grey out the Language Field   when Creating a new Campaign.
The same field should be in editable mode when we go and edit an existing Campaign.
Method GET_I_LANGU.
if parent_entity->is_changeable( ) = abap_true.
    rv_disabled = 'FALSE'.
else.
    rv_disabled = 'TRUE'.
endif.
endmethod.
I tried changing the rv_disabled = 'TRUE'.
But it will grey out the field even when editing an existing Campaign also.
Any Suggestions.
Regards,
sijo

Hi,
At the Left handside there will be Runtime Repository tree u can see the Campaign in the Root Nodes , under go to the relations and u will get the CPGDescriptionRel (Description) as the relation . Get the attribute EXTERNAL_ID from the parent_entity variable in the GET_I_LANGU method.
data lv_campaign type CRM_MKTPL_CAMPAIGNID.
CALL METHOD PARENT_ENTITY->IF_BOL_BO_PROPERTY_ACCESS~GET_PROPERTY_AS_VALUE
    EXPORTING
      IV_ATTR_NAME = 'EXTERNAL_ID'
   IMPORTING
EV_RESULT    = lv_campaign.
now make use of the lv_campaign .

Create Activities from Campaign

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