CRM 2007-TPM -- Trade Funds Management

Hi ,
I am working on some TPM scenarios with integration of Funds and Claims,
I have created Funds Plan, Funds.
But while posting an amount to the Fund through the transaction Budget Update where transaction category is maintained as Budget Posting.
I am able to Post an amount which is stored in the 0BPO condition record.
When I approve the Budget Posting , It should be available in the Budget of Fund Checkbook.
But while saving the Budget Posting in Approved status, I am getting an error message as:
u201CError when saving the budget updateu201D
Please let me know if you any clue on this to resolve this error.
Also please let me know what are the mandatory customization I have to main for this.
Regards
Pankaj

Hi Pankaj,
I was working on channel management scenario and stuck in budget posting ( budget update). not able to enter the posting amount in budget update creating from fund. any manadatory setting you did for this because space provided for posting amount is greyed.
Rgrds
suryamani

Similar Messages

Standard objects for Trade Fund Management

Hi everybody,
Iu2019m working on Trade Fund Management, I need to import CRM data to BW.
Iu2019ve searched on the BI Content for standard TFM Data Sources, DSO and cubes, but I wasnu2019t able to find anything: there's an InfoArea called 0CRM_FM, but itu2019s empty.
In CRM I was able to simulate extraction for BW by using RSA3 transaction (i.e. extractors 0CRM_FM_FND, 0CRM_FM_FND_PLAN, 0CRM_FM_FU, etc).
We have installed Support package 703, level 14: where can I find standard structure for TFM? do they exist?
Thanks in advance,
Francesca

Hey
This is not related to XI.
Please post your question in either CRM or BI forum.
Thanks
Aamir

Field extension in TPM (Trade Promotion Management)

Hi experts,
I have a requirement where I have to extend a field in the New Web UI of the Trade Promotion Management.
In the Trade Promotion Creation, I have to add the Planning Channel Group field in the Trade Promotion details Assignment Block.
Could someone help me to do that?
I suppose I have to use the EEWB to extend the field, but honestly I don't know if is an extendable field.
If it is, I don't know which is the Business Object to extend and what Type to extension is it.
Thank you very much in advance.
Guillermo Buscemi

The Genil Component for trade promotion ( TPMOE) is CRMD_MKTPL_TPM.
If you look at the data model then you will see we are using Trade as root object and Trade Element as acciless object.
Refer the structures attached to them. They are mainly CRMS_MKTPL_IB_TPM and CRMS_MKTPL_IB_TPT and the are extendable via EEWB and include.
You should not have any issue adding new Fields.
Regards,
Piyush Garg

Help Required in Trade Promotion Management

Hi ,
Can anybody suggest or send document related to Trade Promotion Management Configuration since i have requirement for the same...
Thanks & Regards,
Prakash S.

Hi,
The below blog lists out the configurations for TPM.
>http://sapcrmtutorial.blogspot.de/2012/07/tpm-trade-promotion-management.html
Also, go through below link.
http://help.sap.com/saphelp_crm700_ehp01/helpdata/en/0d/312ec0383f495c8740d9bde7fa81b2/content.htm?frameset=/en/0d/312ec0383f495c8740d9bde7fa81b2/frameset.htm&current_toc=/en/51/6b5203723746dd8f02ba87183c619a/plain.htm&node_id=4
If you have Sol Man installed in your project, you might find configuration documents over there. Also, there should be implementation guide provided to your client when they purchased TPM There is no ConfigGuide for TPM yet.
Hope this helps!
Regards,
Len.

Bounce Management in SAP CRM 2007

Hi Experts,
we have SAP CRM 2007 and I have a few questions about Bounce Management.
It is a very simple scenario, so it´s fine if only hard bounces for incoming EMails are handled.
1) Do you need ERMS for that simple form of Bounce Mgt?
2) Is the Usage of Inetraction Center required? (We do not want to)
3) Is it possible/recommended to create Activities out of incoming bounces?
4) Can you segment on Bounces, not only within the Campaign Automation?
5) What ist the effort/set up to use Bounce Mgt in that simple scenario about?
Thanks a lot
Florian

Yes, I was mentioning SAP Note 897730. The major pre-requisite mentioned there is Event linkage settings through SWETYPV transaction and in your case you just need to do the Rule Modeler settings. If you are using DEFAULT policy you do not need to do anything in Service Manager Profile.
The note pre-requisites mentioned are
The required services and service manager profiles for using the E-Mail Response Management System (ERMS) are defined: All entries necessary for bounce management are delivered in the default Customizing. As I mentioned before Service Manager Profile: Bounce is already defined and you are going to use that profile. The required service in your case would be "Bounce Data Update" or one of the 5 standard service mentioned in this note. These are already defined and taken care of in standard configurations. Therefore, you do not need to do anything over there.
Please do the above two settings and if you have any issues please come back to me. I am sure you won't have any issues with the requirements that you mentioned. I just took one hour to set up hard bounce scenario. Only if you are planning to use services that are not standard it becomes slightly tricky. In our case major issue was that there was an error in the standard workflow. I did not know much about Workflow bindings etc. before, but then I had to dig deep into this and it gave me an opportunity to learn workflows. This was the good thing that came out of all this.
Regards,
Deepak
Please note you will have to do the Event Linkage settings in SWETYPV transaction.
Edited by: Deepak Ahuja on Jun 5, 2008 9:15 AM

Batch Management in CRM 2007 Service Transactions

Dear SAP colleagues,
I am dealing with a CRM 2007 Service project, and there is a question that has been in my mind for a while.
As far as I know, it is possible to manage product batches in CRM Sales. In fact, the field is standard delivered, and there are a couple of BADIs in SPRO, under Sales Transactions. But when talking about CRM Service, I can`t find any documentation about batch management anywhere, nor the possibility of configuring the functionality.
May anybody give me some light about this issue please?
Thanks in advance.
Pablo RM

Hi Rupesh,
thank you very much for your answer, but shall I understand that batch must be specified in ECC and cannot be recorded in CRM (in stardad logic)?
Let me explain you a bit more about our needs: we have products with batch numbers that can only be repaired with spare parts with same batch number, since they come from the same manufacturing batch. When defective products arrive to be repaired (we will use In-house repair orders to cope with this) and their batch numbers are identified, there should be an availability check of the spare parts needed considering their batches, just the same way as it is done in CRM Sales for products. As you say, once it has been released, the reservation is made in ECC.
I suposse that there's no solution but a custom development.
Well, thank you again and good bye.
Pablo

CRM Content Management in CRM 2007

Currently, we are upgrading our CRM system from 4.0 to CRM 2007. In 4.0 this is how, we used to assign the content management alias in IMG.
CRM->Basic Functions->Content management->Define Alias for MS office Integration in the People-Centric.
What should we do in CRM 2007?
Secondly, we used to Define Document templates in the following way.
CRM->Basic Functions -> Content Management -> Define document Templates
This path in IMG is missing. Is there any other alternete way in CRM 2007.
Thirdly, in 4.0, we implemented the BAdi CRM_DOC_TEMPL_BADI for custom attributes and filters.How is it done in CRM 2007?
I greatly appreciate your kind answer.
Anna

Hi Anna,
When you say "Letters View", are you talking about the assignment block "Attachments". I dont see any letters view in my Sales role.
Regarding your other question,
One thing is that I don't see a connectivity between the IMG activity and the object designed in the Template designer. Am I missing something else?
Well in the customizing we are barely defining anything apart from the transaction type.This transaction type has a Business Category say-BUS2000126.
Now in the template designer we are saying that we are defining the webtemplate for the BO BUS2000126..Thats how they get linked.All the BUS2000126 objects will have that link then.
Let me try configuring it for BUS1006 object as is in your case.
Thanks,
Anand

"Error reading crrdit master data " error in Contract management(CRM 2007)

Hi All,
In CRM 2007,whenever we navigate to contract management screen,error message come which is "Error reading credit master data "
Any suggestion on how to solve this issue.
Regrads
Nikhil

Hi All,
This is resolved.
Just set the entry in the table CRMV_CREDIT_GEN to 'Do not Display credit master data '
Regards
Ankit

Configuration documents of CRM 2007 in Solution Manager

Hi all,
I have new version of CRM 2007 in our landscape and Solution manager as well.
So we need to get/download configuration documents of CRM 2007 by Solution manager but not sure what configuration we need to do in Solution manager to get these CRM documents.
So kindly suggest me the way to get this done, thanks.
Regards,
Himanshu chauhan.

Hi,
This link might not be sufficient but will let you know how powerful Solution Manager is.
http://www.sap.info/index.php4?ACTION=noframe&url=http://www.sap.info/public/INT/int/index/PrintEdition-17873d3e79f60eb30-int/0/articleContainer-214343d5145200a438
This link will be useful to you providing you how to create non SAP systems in your Solution Manager Landscape.
http://help.sap.com/saphelp_sm40/helpdata/en/bc/0e90000e58f64fb184a4cba0323e39/content.htm
This is one good guide for you.
www.sappro.com/downloads/NonSAPsystems.pdf
Meanwhile i will try for more indepth coverage of the subject.
Feel free to revert back.
--Ragu

Funds Management in CRM

Hi,
I am facing problem in Funds management in CRM and their corresponding Budjet posting.
When i look at the table CRMD_ORDERADM_H, i find some of the budget postings and the funds with the same object Ids.
1. Are they related somehow?(How to get it using tables and guids)
2. If a budget des not have a corresponding fund, what is the issue?
Please help me out with this issue. I am struck.
Regards,
Rishav

No answer

Trade Funds report to update Settled key-figure for rebate scenario

Dear Experts,
We have a scenario where we are triggering rebate creation in ERP from Trade Promotion in CRM.
The rebate accruals are generated over a period of time based on sales orders.
Now we have 3 standard SAP Trade Funds reports which helps us in extracting the accruals data from ERP rebates and updates "Accrual Balance" key-figure of the Fund associated with the Trade Promotion.
Now in ERP once the rebate settlement is created, is there any standard SAP report which will update the "Settled" key-figure in the Fund.
Please advise.
N.B. Our scenario has TPM integrated with Trade Funds & we are using CRM 7.0 EhP1
regards
Animesh.

Many thanks for ur replies!
problem here is that, since i had declared this particular fileld as a integer type key figure, it is not allowing me to enter characteristic values in update formula .
and venkat, how can i change that key figure to char? is that possible? they have specifically told to write as a key figure. and in this model we have only one key figure ( this particular field ).
that infoobject is not available in BW as of now. so i had created it as a key figure as was told by them.
Thanks,
Ravi

After upgrade to crm 2007 31 issues in genstatus

Following an upgrade from CRM 4.0 sp 6 to CRM 2007 sp4 we are getting the following errors in genstatus. Anu idea as to how these can be resolved. i have not been able to find any specific information on oss or in the forums on these specific issues
Thanks in advance
Eddie
Object Name     Gen. group     Generator     Status     Type     Message text
ATTACHMNT_WR              CG     GNREP          E     F     RO ATTACHMNT_WR: Could not determine generated name of REFTABLE
CPSTOCK                   CG     GNREP          E     F     RO CPSTOCK: Could not determine generated name of REFTABLE PASRRL
DNL_MAT_BOMS              CG     GNREP          E     F     RO DNL_MAT_BOMS: Could not determine generated name of LOOKUP TABLE PASRRL
DNL_SCE_PROD              CG     GNREP          E     F     RO DNL_SCE_PROD: Could not determine generated name of LOOKUP TABLE PASRRL
DNL_SCE_DWNL              CG     GNREP          E     F     RO DNL_SCE_DWNL: Could not determine generated name of REFTABLE
MSV_IBA_WRITE             CG     GNREP          E     F     RO MSV_IBA_WRITE: Could not determine generated name of REFTABLE
MSV_COUNTER               CG     LUTAB          E     F     Could not update reference to old MSG-segment 4156822E5E3B1C1CE10000000A1552B4
MSV_COUNTER               CG     GNREP          E     F     Could not update reference to old MSG-segment 4156822E5E3B1C1CE10000000A1552B4
PRDCT_OBJECT              CG     GNREP          E     F     Could not update reference to old MSG-segment 41DEDDEF72966C21E10000000A114EEA
PRDIMAGE_WRITE            CG     GNREP          E     F     RO PRDIMAGE_WRITE: Could not determine generated name of REFTABLE PASRRL
PRDCT_OBJECT              CG     LUTAB          E     F     Could not update reference to old MSG-segment 41DEDDEF72966C21E10000000A114EEA
0000000001CG 5ABEB7BA9F5BD3118A5F00A0C9AA8D71     PUBLI          E     F     RO PRDCT_OBJECT: Could not determine generated name of LOOKUP TABLE PASRRL
F000000274CG 669DF721A26C3440B5946C76EA44286D     PUBLI          E     F     Generation error REPL_TEMPLATE_SUBCHECK
F000000272CG F3CFBBF7F736D844995523584B67E937     PUBLI          E     F     Generation error REPL_TEMPLATE_SUBCHECK
F000000273CG CDF390E3E874144F8399B0F88E37F9F2     PUBLI          E     F     Generation error REPL_TEMPLATE_SUBCHECK
S000000053CG C44D26F0331DD511AE6A0800062AF6C0     PUBLI          E     F     RO MSV_IBA_WRITE: Could not determine generated name of REFTABLE
S000000040CG B54CE6CE4A1DD5118BC5080006277F8D     PUBLI          E     F     RO DNL_SCE_DWNL: Could not determine generated name of REFTABLE
S000000052CG 364D26F0331DD511AE6A0800062AF6C0     PUBLI          E     F     RO MSV_IBA_WRITE: Could not determine generated name of REFTABLE
S000000224CG 52EFC89F18E418488ED3DE4344181220     PUBLI          E     F     Generation error REPL_TEMPLATE_SUBCHECK
S000000269CG F18231121882F649AB67D87D78E561E7     PUBLI          E     F     Generation error REPL_TEMPLATE_SUBCHECK
S000000282CG 4DD04CE77588DB4AB44607BF0D3F9954     PUBLI          E     F     RO CPSTOCK: Could not determine generated name of REFTABLE PASRRL
SP5C000001CG PRDIMAGE_WRITE_____ICGSP5C000001     PUBLI          E     F     RO PRDIMAGE_WRITE: Could not determine generated name of REFTABLE PASRRL
SAP0000053CG ATTACHMNT_WR_______ICGSAP0000053     PUBLI          E     F     RO ATTACHMNT_WR: Could not determine generated name of REFTABLE
SAP0000050CG ATTACHMNT_WR_______ICGSAP0000050     PUBLI          E     F     RO ATTACHMNT_WR: Could not determine generated name of REFTABLE
SAP0000051CG ATTACHMNT_WR_______ICGSAP0000051     PUBLI          E     F     RO ATTACHMNT_WR: Could not determine generated name of REFTABLE
SAP0000052CG ATTACHMNT_WR_______ICGSAP0000052     PUBLI          E     F     RO ATTACHMNT_WR: Could not determine generated name of REFTABLE
ZCRD000032CG FFA0E404D416A446AC0B9EE32E5D38D7     PUBLI          E     F     Generation error REPL_TEMPLATE_SUBCHECK
ZCRD000111CG E06A7B3D5B9CBB44B30D744E67F37A67     PUBLI          E     F     Generation error REPL_TEMPLATE_SUBCHECK
ZCRD000060CG B1E93D30074F224C8CB460C0DE753C64     PUBLI          E     F     Generation error REPL_TEMPLATE_SUBCHECK
ZCRD000035CG C006C84A5FB59B419802AB2B80E951DE     PUBLI          E     F     Generation error REPL_TEMPLATE_SUBCHECK
ZCRD000015CG 6B476D2EBB032D40B8C30797E75D3135     PUBLI          E     F     RO ATTACHMNT_WR: Could not determine generated name of REFTABLE

Hi Kai/Mike,
Thanks for the inputs, but i'm still clueless about what to do, here's what i understand:
- We have to transport customizing from CLNT 000 to other working clients.
But our problem are:
- We dont know what all customizing entries are missing, there are few we know because we are working on those (in CLNT 400), but we are afraid there may be much more thats missing.
- If i want to transport SAP Standard entries how to go about it, do i have to include every customizing node in transport request, if i can do that.
I'm kind of confused on "How to include SAP Standard Customizing Entries in a transport request (from CLNT000) to transport to another client". Let's say i want to transport everything under "Funds Management" in SPRO, from CLNT 000 to CLNT 400.
Regards,
Vikas

SAP Easy Access CRM 2007 menu

Dear friends,
Pls let me know one thing abt CRM 2007: Can we do all transactions ( T-Code ) on SAP Easy Access CRM menu or just some on the menu and the others on web?
To make u understand clearly abt my situations: I have one IDES CRM 2007 server but the SAP CRM menu dont have enough transactions even though the basic team gave me full authorization.
If any of u can help me, pls explain me clearly,
Thanks in advance!
Nghi Do

The list of business roles for CRM 2007 can found in the IMG under:
CRM->Business Roles->Define Business Role
For Marketing the standard role delivered is: MARKETINGPRO
Other common roles:
SALESPRO - sales
SERVICEPRO - service
TPM_PRO - trade promotion management
IC_AGENT - interaction center agent
IC_MANAGER- interacation center manager
Those roles cover almost all the standard non-industry specific functionality of CRM 2007.
Take care,
Stephen

Trade promotion management for rebates processing

Hi All,
I am looking for configuration or step by step procedure on trade promotion management for rebates processing. Any document that gives the condition types to be used, set up of trade promotion, determination of the trade promotion related conditions in sales order, accruals of such rebates will be helpful
Regards,
Praveen

sorry, I can't login a CRM server now, but I try to answer your question by my memory
u2022 What condition types are required for rebates
the condition type for rebate is special, different the normal pricing condition, the rebate condition has a different condition usage. you can define the rebate condition record in rebate related SPRO path
u2022 How are they linked to TP and how the conditions flow to ECC
the condition generation configure in TP link the condition with TP type, you can check the configuration in SPRO
u2022 How are these conditions determined in sales order
the rebate also need to configure to the sale order, this configuration is under SD rebate path, and you can upload the configuration by middleware synchronize object from CRM
u2022 Are there any agreements that need to be created
the aggrement will be created automatically if the rebate condition can be generated in CRM TP. pay attention that the spend type table in TP WEB UI page has a button named 'rebate generate'
u2022 How does accruals happen
the accrals is depend on the funds plan, if fund plan created and configure for accrualls, you can launch a job background for accrual base on a fund plan from WEB UI
u2022 How is it linked to funds, what set up of funds is required
the funds is link to fund plan, fund plan link to TP. There is no directly link between funds with rebate, but they have indirect relationship through spend category, method,... E.G. you configure a rebate belong to a spend category, and you can configure the spend category in fund determination with TP.
The funds will be determined when TP created
u2022 How validation happens from claims
validaion happens in claim processing, in claim, the spend value will be fetch from fund usage, and bring to the validation screen, you can edit the validation data, and claim will generate the billing due list according to the validation you input.

What is Trade Promotion Management?

All,
I am new to CRM domain and learning the concepts. I am comfortable with most of the concepts but I didn't understand what is meant my Trade Promotion Management. I have gone through help.sap.com but still didn't understand properly.
I think my problem is in understanding the business concept itself. Can any of you please try to give few words about this? Or point me to some useful links which help me understand this?
And I don't understand the Claims also in TPM.
I tried to learn through google but didn't get the right information.
Please help.
Thanks

Hi,
You can use this business scenario to plan and coordinate temporary marketing activities in cooperation with retailers to achieve a corporation-wide marketing and sales strategy. This leads to increased profitability of all marketing activities that are agreed between you and your clients. As well as increasing brand capital, name recognition and market share, this business scenario enables you to increase sales volume and place new products on the market
A Trade Promotion Engine is that Part of SAP which allows you to Configure Discounts and Promotions in your System.Using TPM you can design Promotions and their Occurances in the System can be controlled,using which you may Fix its detrmination and Relevence in a Transaction.
Refer the Links for Detailled Desc:
http://help.sap.com/saphelp_crm50/helpdata/en/4a/c9523e83464644e10000000a114084/frameset.htm
http://help.sap.com/saphelp_crm50/helpdata/en/c6/677b428b079c60e10000000a1550b0/frameset.htm
http://help.sap.com/saphelp_crm50/helpdata/en/97/24d9414e656124e10000000a1550b0/frameset.htm
Hope it Answers your Queries..
Thanks and Regards,
RK.

CRM 2007-TPM -- Trade Funds Management

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