CRM Account Planning

When implementing CRM Account Planning for target sales, budgeting, and forecasting can this be done with ECC, CRM, and BI only or do we need something else?
Thanks
Cathy

I think you would need SEM too in BI.
Regards,
Deepak

Similar Messages

Account Planning with CRM and BI

Hi Experts,
i am searching a white paper or a howto guide for the conditions of Account Planning in SAP with BI-CRM and a installation guide if there are one.
Thank you in advance.
Regards
Engin Imal

Hi,
can you look at this
[http://help.sap.com/saphelp_crm60/helpdata/en/cc/441b6aa3e2484fadb08cc474272789/content.htm]
Regards,
Muralidhar

Account plan/account planning

Hi CRM luvers,
Can any one tell me detailed configuartion steps regarding account planning in CRM 2007.
Ho to create account plan.
Priya

Hello Priya Darshini,
might I ask for what customer project do you want to implement Account Planning? I work in CRM Product Management and I'm responsible for Sales Account Planning. Currently I'm working on a specification to improve the Account Planning process in CRM and would be happy to get feedback from appropriate customer projects.
Kind Regards
Silvia Backes

"Error while copying an account plan"

Hi,
While copying an account plan with status "draft" we are getting a dump. The dump is as follows:
Cannot display view BTPARTNER/PartnerOV of UI Component BTPARTNER
An exception has occurred Exception Class CX_CRM_MKTIB_COLLECTION - Item with Key 4C98822D7FC00029E100800024531A89 does not exist
Method: CL_CRM_MKTIB_COLLECTION=>GET_ITEM_BY_KEY
Source Text Row: 13
Let us know what the issue is and how to fix this issue.
Regards,
Mamatha.

Hi,
Try to aplly the note 1273139 Exception when copying a TPM or an account plan.
Hope this helps.
Best regards,
Caíque Escaler

Account Planning Report

Hi All,
I am working on Account Planning and wanted to know the standard reports provided for SAP for Account Planning.
Can some one give some info or point some links for the same?
Thanks in advance.

Hi,
They were not available in 9.3.1, I am not sure if it has changed in 11, probably still the same.
Cheers
John
http://john-goodwin.blogspot.com/

General ledger account planning

Hi SAP Guru's
Can any body please hlep me out for General ledger accounting planning?
What is general ledger planning accounting?
Can any body explain with step by step configuration for the same?
Thank in advance
Amar

Hi,
Planning at GL level is possible from ECC 6.0
Check the link [GL Planning|http://help.sap.com/erp2005_ehp_03/helpdata/EN/87/231ffdb4e9494ea529a99c23aa2a56/content.htm]
The config steps are very simple and is integrated with Microsoft Excel.
It is very handy and user friendly.
Regards,
Sridevi

Error when release account plan via CRM_ACC_PL

Hi expert,
Getting error 'Overlapping validity periods for two condition records' when release account plan via CRM_ACC_PL.
Any idea what caused this error?
Cheers.

Hello,
could you please check notes 1311405, 1067232, 1044090, 1041830.
Hopefully they can help.
Regards,
Gerhard

CRM Table Names needed - For CRM Account, Contacts & Activity

Hi,
I liked to know "Table Names" for the following entities are stored in SAP CRM System
(a.) CRM Accounts
(b.) CRM Contacts
(c.) CRM Activity
Thanks,
Prembabu

Check the list of CRM Tables;
BUT000 : BP: General data - Contains Business Partner Number, Partner Category, Partner Type, First Name, Last Name etc.
BUT020 BP: Addresses
BUT050 BP relationships/role definitions: General data - Contains Relationship, Partner Number (PARTNER1), Relationship Category
BUT051 BP Relationship: Contact Person Relationship Similar to
BUT050 additionally contains Contact Person's Address data
BUT0BK Business Partner: Bank Data & Details BP Number, Bank Key, Bank Country Key, Bank Account Number
BNKA Bank Master Data
BUT100 BP: Roles
ADR2 Telephone Numbers (Business Address Services)
ADR6 SMTP Numbers (Business Address Services) - Contains Email Id of the BP.
ADRC Addresses (Business Address Services) - BP's Complete Address Details- City, Country, Post Code, District,
Street, Title No Etc
TSAD3T Table containing the Title text against a Title No.
COMM_PRODUCT Master Table for Product
CRMM_BUAG Master table for Business Agreement
CRMM_BUAG_H Header Data for Business Agreement such as Tax Category, Tax Characteristic, Form key, Business Agreement Class. Data in this table correspond to ISU
CRMD_OPPORT_H OPPORTUNITY HEADER DATA
CRMD_ORDERADM_H Contains the Header Information for a Business Transaction.
Note:
1. It doesn't store the Business Partner responsible for the transaction. To get the Partner No, link it with
CRM_ORDER_INDEX.
2. This table can be used for search based on the Object Id(Business Transaction No).
CRMD_OPPORT_H OPPORTUNITY HEADER DATA
CRMD_CUSTOMER_H Additional Site Details at the Header Level of a Business Transaction
CRMC_PROC_TYPE Master table Business Transaction Type
CRMC_PARTNER_FCT Definition of Partner Functions
SCPRIOT Priorities for Activities with priority text.
CRMC_PROC_TYPE_T Text for a transaction type
CRMC_ACT_OBJ_T Objective Number and Text for Activities
TJ30T All the status code and text
CRMC_PR_ASSIGN : Transaction Type and its Transaction Type Object.
IBIB : Installed Base/Ibase
IBIN : Installed Base Components
Activities:
CRMD_ACTIVITY_H Activity Header table
CRMD_ACTIVITY_I Activity Reporting: Activity Line Item Extension
CRMD_TM_ACTIVITY Activity reference
Lead:
CRMD_LEAD_H Lead Header table
Opportunity:
CRMD_OPPORT_H Opportunity Header table
Reward points if it helps.

Extractor for CRM service plan and product service letter

Hello:
Is there an extractor for CRM service plan (object type = BUS2000245) and CRM product service letter (object type = BUS2000210)?
The delivered extractor 0CRM_SRV_PROCESS_H only extracts regular service order (object type = BUS2000116). The contract extractor (0CRM_SALES_CONTR_I) only extract contract (object type = BUS2000112).
Any suggestion? Thanks!
Jennifer

Hi Jenifer,
Can you please share me the solution you have implemented.
Thanks in advance
Regards,
Tilak

Load CRM Account Hierarchy into BW

Hi Experts,
how can i load crm account hierarchy, which is build in crm with transaction BPH, into BW ?
Techn. Details: CRM 2007, BW 3.5
Kind Regards
E. Imal

Hi Venkata,
thanks for reply.
Where can i find the table "setnode" ? It doesnt exist in se11 in both systems.
Regards
E Imal

Enhanced Layout in CRM Marketing Planer

Hi,
we have a planing layout based an ALV-Grid in the CRM-Marketing-Planer (Campaign-Planing). Now we would migrate from ALV-Grid to Enhanced Layout because ALV-Grid will not more supported with CRM 5.0.
Could anybody told me which Customizing Steps must be run through or which ar the necessary adjustments? Is there any detail documentation?
I hope anybody could help me.
Dirk

Dear Mikkel,
Please don't post the same question in different forums. Refer to the [rules of engagement|https://wiki.sdn.sap.com/wiki/display/HOME/RulesofEngagement].
A reply has been provided in the following thread within the CRM Marketing Forum:
Success Key Figure planning
Anik Roy
CRM Marketing - Product Manager
SAP Moderator

BW Query in CRM Account Fact Sheet : Error

When selecting a BW query in the account fact sheet : the following error message is shown :
"Query can not be loaded (Data Provider "DP_1" : No service-implementation is available)"
Do we need to create a web service for this ?

Hi there!
There are at least two connections required:
1) RFC connection from CRM to BW java stack,
2) Within the CRM fact sheet, the BW source also needs to be defined.
Check out
Procedure
1.     Access the activity using the following navigation options:
Transaction code     SPRO
SAP CRM IMG menu     Customer Relationship Management  CRM Middleware and Related Components  Communication Setup  Middleware Parameters  Define Middleware Parameters
2.     Choose R/3 customer fact sheet and order status.
3.     Choose New Entries (F5).
4.     Create the following table entry.
Field name     User action and values     Comment
Key      CRMCFSOLTP
Parameter 1     CRMCFSOLTP
RFC Destination     <RFC destination for the ERP system>     RFC destination has been created in building block CRM Connectivity
5.     Choose Save (Ctrl+S).
6.     Choose Back (F3) twice.
7.     Choose BW customer fact sheet.
8.     Choose New Entries (F5).
9.     Create the following table entry.
Field name     User action and values     Comment
Key      CRMCFSBW
Parameter 1     CRMCFSBW
RFC Destination     <RFC destination for the BW system>     RFC destination has been created in building block BI Connectivity
10.     Choose Save (Ctrl+S).
Procedure
1.     Access the activity using the following navigation options:
Transaction code     SPRO
SAP CRM IMG menu     Customer Relationship Management  UI Framework  UI Framework Definition  Fact Sheet  Maintain Fact Sheet
2.     Choose BP_ACCOUNT_FS.
3.     Choose Copy As.
4.     Maintain the following table entry.
Field name     User action and values     Comment
Fact Sheet ID     ZOTIS_ACCOUNT_FS
Fact Sheet Title     Otis Account Fact Sheet
Description     Otis Account Fact Sheet
5.     When prompted, select Copy All Dependent Entries.
6.     Choose Save (Ctrl+S).
7.     Choose ICCMP_FS.
8.     Choose Copy As.
9.     Maintain the following table entry.
Field name     User action and values     Comment
Fact Sheet ID     ZOTIS_IC_AFS
Fact Sheet Title     Otis IC Account Fact Sheet
Description     Otis IC Account Fact Sheet
10.     When prompted, select Copy All Dependent Entries.
11.     Choose ZOTIS_IC_AFS.
12.     In the Dialog Structure on the left, double click and select folder option View Assignments.
13.     Choose New Entries.
14.     Maintain the following table entry.
Field name     User action and values     Comment
Component Name     BP_FACTSHEET
Interface View     BIReport
Inbound Plug     DEFAULT
Title     BI Report
15.     Choose Save (Ctrl+S).
I hope this helps.
John Hawk

SAP CRM Visit Plan activity

Hi Experts,
My Business requirement is to create a Visit Plan and assigned it respective Employee Responsible with Activity Type "Task". With this I am creating a Task for that employee so that once user Log-on (Employee Resp.) can see their task on Home Page under task items.
1.Visit Plan is Creating with no error , 2. assignment to Employee responsible is also fine 3. Visit Plan is transaction is saving with no errors. 4. The Only problem /Error is that assigned task is not slisting to the User (Employee Responsible) .
For this I have done the required configuration, but the problem is the Assigned TASK is not listing to the User.
The following settings were done:
1. SPRO->CRM-> Transaction -> Configure Z TASK Transaction Type
2. SPRO->CRM-> Transaction ->Setting for Activity->Define Default Values for Visit Plan and Activity Scheduling.
3. SPRO->CRM-> Transaction ->Setting for Activity->Assign Categories to Transaction Types
Kindly guide with expertize Knowledge.
Appreciate, Thanks in Advance.
Regards
Fowaz

Hi DJ,
I am also having the same requirement where the visit plan needs to be created by the manager and assign the same to his subordinates, appreciate if you could share the below queries
1) What is the standard transaction type for visit plans in SAP CRM?
2) If I create a visit plan for my subordinates and once released can this visit plan be seen in the employee's calendar or how would it be seen in the employee's log in
3) Once the visit plan is assigned to the employees and if the employee did complete the visit plan how will he/she record or update his observations in the system.
Kind Regards
Atul

SAP CRM Visit Plan activity Assignment

Hi Experts,
My Business requirement is to create a Visit Plan and assigned it respective Employee Responsible with Activity Type "Task". With this I am creating a Task for that employee so that once user Log-on (Employee Resp.) can see their task on Home Page under task items.
1.Visit Plan is Creating with no error , 2. assignment to Employee responsible is also fine 3. Visit Plan is transaction is saving with no errors. 4. The Only problem /Error is that assigned task is not slisting to the User (Employee Responsible) .
For this I have done the required configuration, but the problem is the Assigned TASK is not listing to the User.
The following settings were done:
1. SPRO->CRM-> Transaction -> Configure Z TASK Transaction Type
2. SPRO->CRM-> Transaction ->Setting for Activity->Define Default Values for Visit Plan and Activity Scheduling.
3. SPRO->CRM-> Transaction ->Setting for Activity->Assign Categories to Transaction Types
Kindly guide with expertize Knowledge.
Appreciate, Thanks in Advance.
Regards
Fowaz

Hi DJ,
I am also having the same requirement where the visit plan needs to be created by the manager and assign the same to his subordinates, appreciate if you could share the below queries
1) What is the standard transaction type for visit plans in SAP CRM?
2) If I create a visit plan for my subordinates and once released can this visit plan be seen in the employee's calendar or how would it be seen in the employee's log in
3) Once the visit plan is assigned to the employees and if the employee did complete the visit plan how will he/she record or update his observations in the system.
Kind Regards
Atul

Accounts Planning

Hello Experts,
Is there anyways you can do planning for accounts and account groups in SAP ? if so, could any of you give me the procedure in details. I heard about the cost center planning but never any planning in FI.
Also any reports in SAP to compare the actual and plan values ?
All answers will be really appreciated and duly rewarded with points.
Thanks,
Nandita

hi Nandita,
There is a comcept of G/L planning in SAP.
please look into below path
IMG>> FA>> GL accounting>> Bus trans>> Planning
Also refer below post on SDN
GL Planning
Re: Upload Plan data for GL account
Reports:
S_ALR_87012251 Quarterly Actual/Actual Comparison
S_ALR_87012252 Periodic Actual/Actual Comparison
Hope this helps.
Please assign points as way to say thanks
Message was edited by:
Ravi Rana

CRM Account Planning

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