CRM - Success Measure Planning

Hi all,
We have set up success measure planning in our CRM7.0 system. This is based upon layouts created in BPS.
In CRM when starting to do some planning on a campaign, the users select the success measure and unit of measure. Then they press <Apply> and start planning.
We have a request from the users to be able to default the value for unit of measure from the success measure. E.g. I am selecting success measure xx, and the system automatically knows, that this success measures uses "%".
Is this possible to implement ?
KR Mikkel

Hi,
If somewhere you are maintaining the relationship between success measure and corresponding Unit of measure then you can do that.
You can write your custom code to save the data into the back end cubes where you modify the characteristics value of Unit of measure based on the value of Success Measure..
I'm not very familiar with CRM with BPS functionality.. But in normal BPS layouts you can attach a planning function which executes "after data in changed" in layouts .
The logic for planning function should be to modify the buffer data ( unit of measure) based on Success Measure..
Thanks
Pratyush

Similar Messages

MRS - CRM Integration: Resource Planning Node for CRM demands

Hi all,
We have a multi backend scenario where MRS 800 add-ons (ECC and NW add-on) have been installed in ECC. Demands can come from the ECC PM/CS orders or from the CRM system as Service orders.
For PM/CS orders, from the work center of the activity or operation, the system determines the planning node and assigns the demand to that planning node. But we need help in identifying the Evaluation Path for determining the Resource Planning Node for demands coming from CRM. Currently we have to manually select the CRM Service Order to be able to view the demands in the MRS planning board.
The service organization structure has been created manually in CRM and is not available in ECC system. We are unable to identify which organization structure can be used as resource planning structure (in the Planning board which is in ECC) for CRM service orders.
Please provide your inputs on these two issues in the MRS-CRM scenario:
1. What is the evaluation path for determining the Resource Planning Node for demands coming from CRM system?
2. Which organization structure can be used as resource planning structure (in the Planning board which is in ECC) for CRM service orders?
I would appreciate any help in this regard.
Thank you!
Kajal

You can find the related screenshots under this link
[http://img706.imageshack.us/img706/9596/mrsevaluationpaths.jpg|http://img706.imageshack.us/img706/9596/mrsevaluationpaths.jpg]
Thank you
Simon

Automatic Creation of Maintenance Plan, Measurement plan

Hi Pal
Business : The equipments are procuring for the purpose of supplying into customers.It is installed (via sales delevery) at customer location as requirement. From the installation date rental will start and periodic visit is applicable after every 3 months. The technician will capture some reading In initail installation time, periodic maintenance time.
Requirement : The equipment will be created automatically thro serial no when doing the GR(Its possible) . Automatic creation of Maintenance Plan for the equipment for 3 month frequency, 70% call horizon, early and late completion of 100%. Additionally the scedhule start date need to pick it from the notification end date of its respective equipment.Also measurement points should be generated in automatic way (Its fixed& common for all equipments).
Is there any possiblity to complete this requirement? Please help me and suggest.
Regards
Thenna

There is no suitable BAPI available to create Maintenance plan.
Try for BDC.

Use of 0CRMVERSION in CRM BPS integarion planning

Hi friends,
If anybody used the 0CRMVERSION in their BPS CRM integration planning project. what is the use of 0CRMVERSION in the BPS for CRM Coupon planning. Please share your ideas on this.
Thanks
Best regards
SG

Please ignore this one as duplicate post.

IM with Inv Prog/Inv Measures - Planning/Budgeting/Distribution

Hello,
I am looking to implement the use of appropriation requests via Workflow, to use with investment measures budgeted and hence activated with availability control. The workflow side of things is working fine in terms of creating/approving the ARs, but I feel I am missing something key in the subsequent process of planning/budgeting/distribution.
In the test system I can create an AR assigned to an investment program position with plan values assigned, which Workflow can then go off to obtain its necessary approvals. However I notice that before the AR is approved I am still able to roll up these plan values, copy to budget and distribute down. Shouldn't plan values only be copied from approved ARs?
If this scenario is unlikely in a live scenario I still feel unsure over the process of planning/budgeting/distributing budget once an AR is approved. As I understand it once an AR is approved the plan values of its program position need to be rolled up via IM34, then the plan values need to be copied to the budget via IMCCP1, then the budget needs to be distributed back down the tree via IM52 and then the investment measure needs the specific monetary amount entered against it for availability control to activate against the internal order.
Isn't this a long winded scenario for one AR? Is this the only way that an investment measure can obtain approved and budgeted controlled spend from an AR? What if there were two ARs assigned to an investment program position, one was approved and one yet to be approved - how would the plan values be rolled up of the approved AR and not the unapproved one?
Is there something key in the process I am missing?
Thanks
Jo.

Jo,
Ballpark this is correct. But ARs are transferred to the position via IMCCP2 and has selection criteria by AR if necessary.

Travel Time Calculation in CRM 2007 Resource Planning Application

Dear all
we are using CRM 2007 RPA to schedule Service Technicians to Service Demands and also want to use the "Schedule" button to automatically have the system create Service Arrangements. We do use WFM Core and not any external tools.
The problem we are having is related to calculating travel time: the system automatically would line-up service arrangement after service arrangement without any time in between. We wonder how we could include travel times or other expected "in-between" times (e.g. customer specific delays) into the scheduling functionality.
Further, if we have the system propose resources for a demand, there is a column "distance" which says "n/a" in all cases - we wonder how we could (without using 3rd party tools), populate this field - and on what basis.
Thank you very much in advance and best regards
Christian

Hi,
How did you solve this issue?
Regards.

Marketing Plans & Campaigns

I am a BW developer and have a project to work with CRM to build the Marketing Plans & Campaigns. I have some experience with BPS, so I think I can work with this piece of it also. However, the first problem I am having is when I go thru the following in CRM:
SPRO->Marketing Planning and Campaign Management->Key Figure Planning
The problem I have from this point is when trying to go into Planning Workbench or Define Key Figures.
When I try Planning Workbench, I get an error "Access via NULL object reference not possible."
When I try Define Key Figures, I get "You are not authorized to use Transaction UMK_MB"
When I do an SU53 for both of these, it shows all authorization checks were successful. So I am thinking there may be a problem with the BW to CRM connection. However, we have another CRM project that I am not having any problem with.
My next question is how does BPS play into the Marketing Campaigns? I thought all the planning happens in CRM, so why can't I just pull the results into the BW InfoCube, instead of going thru BPS.
Any info about anything to do with this, would be greatly appreciated.

Hi Keith,
Please check the below link which will explain how BPS is integrated with CRM Marketing planning & Campaign Management.
http://help.sap.com/saphelp_crm50/helpdata/en/8e/6480ac5efb49f795efe5a50a1d3e07/frameset.htm
Also please check if you have made the below customizing in CRM for BI :
BI Update flag: Marketing --> Marketing Planning and Campaign Management --> System Landscape --> Activate BI Update.
RFC Connection to BI: RFC connection to the BI system in Customizing by choosing Marketing
-> Marketing Planning and Campaign Management --> System Landscape --> Define RFC Connection
Also please make sure that user assigned to the system is a dialog user and the user has the required planning authorizations.
For BPS planning Authorization please see the below link:
http://help.sap.com/saphelp_crm50/helpdata/en/c8/ad8438619a7c51e10000009b38f842/frameset.htm
Hope these help !
Regards,
Naveen

ERROR: Key Figure Planning

Hi All,
Im very new to SEM-BPS, can someone help me in resolving the following issues.
I want to do Key Figure Planning for Marketing & Campaign Planning in CRM.
     I created few planning areas with all the required elements in BW-SEM-BPS.
     RFC destination from BW to CRM and CRM to BW is defined.
Now Im getting following errors, in SAP CRM {SPRO>CRM >Marketing>Marketing Planning & Budgeting>Key Figure Planning > }
     While defining Planning Profile Group F4 Help is not working for selecting Planning Profile from SEM-BPS.
     While doing Manage Key Figures - Function module UPC_FW_START_RFC not found (Message no. BL001)
While creating Marketing Plan and Key Figure Planning following errors appear.
     Function Module UPC_PROFILE_GET not found (Message no. BL001)
     Function module "API_SEMBPS_PLANSTRUCTURE_GET" not found
Can someone please provide me details how to resolve the above issues.
If anyone can mail a doc. which lists all the steps to be followed while integrating SEM-BPS & CRM and doing Key Figure Planning will be of great help.
Thanks
Vikas Sharma
[email protected]

Please see the following message:
Re: "API_SEMBPS_PLANSTRUCTURE_GET" error while doing Key Figure Planning
Regards
Marc
SAP NetWeaver RIG

Service Contracts with billing plan not updating debit memo request in ECC

For service contracts with billing plan, we cancel the line items and set the user status at header to "cancelled" and also set the cancellation date (under Cancellation Tab) at the header as well as item level which delete all items in the DMR in ECC (which are not yet billed). When we do this, it works perfect for most of the time and in some cases DMR items are not updated in ECC and it is billing. When I checked in CRM, the billing plan items are updated based on the cancellation date.
Experts appreciate your help on this issue.
Thanks,
George.

This is resolved by the note 1008663

How to create activity template for email campaign in CRM 5.0

Hi,
I tried attaching only a simple activity transaction type (Z005) to communication type email in SPRO > CRM > Marketing > Marketing Planning and Campaign Management > Campaign Execution > Define communication medium.
After doing this, I was expecting that when I execute my campaign for channel email, emails will be sent to the customers and activity transactions of type Z005 will be created for each outbound email.
Activity transactions are created, but I think I would like to maintain more details (description, responsible org etc.), which should be possible using activity template.
I am struggling with creating activity template. I created a normal transaction of type Z005 and tried to maintain it as a template (which was obviously wrong), and the system gave me a message that I need to attach a template transaction of template type D.
How do I create an activity template of type D?
Any help would be appreciated.
Regards,
Kaushal

Hi Kushal,
As your are in CRM 5.0 you can create Activity template from SAP GUI. Just execute CRMD_ORDER and select your Activity type (ZOO5) and in Menu click on Extras->Template->Create just enter required details such as (description, responsible org etc.) save the template it will create Activity template number. While creating Email Campaign just enter activity template number.
Execute Email Campaign it should create Activity with required details.
Regards,
Dipesh.

Unable to remove Workforce Planning formulae in Planning 9.3.1.1.16

Hi All,
We are on using Planning 9.3.1.1.16 and are unable to remove member formulae from Planning.
Our Planning application is EPMA (9.3.1.3) enabled. When refreshing the Planning application we receive the following error:
Error [1200497] detected in member formula for member "Regular Headcount".
Error [1200497] detected in member formula for member "Departed Headcount".
Error [1200497] detected in member formula for member "LOA Headcount".
Error [1200497] detected in member formula for member "Maternity Headcount".
Error [1200497] detected in member formula for member "On Sabbatical Headcount".
Error [1200497] detected in member formula for member "Contractor Headcount".
Error [1200497] detected in member formula for member "Temporary Headcount".
Error [1200497] detected in member formula for member "Other Headcount".
Error [1200497] detected in member formula for member "Turnover Headcount Adjustment".
Error [1200497] detected in member formula for member "Regular FTE".
Error [1200497] detected in member formula for member "Contractor FTE".
Error [1200497] detected in member formula for member "Temporary FTE".
Error [1200497] detected in member formula for member "Other FTE".
Error [1200497] detected in member formula for member "Turnover Adjustment".
STEPS TO REPRODUCE :
-In EPMA Master Library, remove the formulae for the above members and save the changes every time
- In Planning remove the member formulae for the above members (EDIT_DIM_ENABLED set to TRUE). This step may not be required however I tested it and was able to reproduce the issue
- Deploy the EPMA applicatoin. Deployment is successful
- Refresh Planning app. Refresh is successful
- Now change any property for any of the above members in EPMA. For example add an alias of Turnover Adj to the "Turnover Adjustment" member and save.
- Deploy the EPMA app => Successful
- Refresh Planning app=> Fails with same above error
Observation: The member formulae are back in Planning not EPMA. It looks like edit workforce members somehow causes the formulae to reappear in Planning.
Has anyone come across this issue?
Thanks for your help.
Seb

Just in case anyone has a similar issue...
Thsi was reported as bug #7411035 (ie: Character Limit for Member Formulas ). Details from Oracle Dev below:
The character limit was 2000 causing longer member formulas to fail during an application deployment. An underlying bug was found during investigation of the member formula limit and we think this is the cause of your particular issue. The problem was with empty member formula string. During the deployment process there are EAS side checks. EAS will only accept a member formula if it contains at least one character(length > 0), else the formula
field is rejected in the deployment XML file.
The script below copy the member formula to a different table and then delete the original. So it is quite a destructive query to run.
Prior to executing the query, a full EPMA/Planning applications backup should be performed (including essbase side) and the EPMA Dimension Server services (particularly the Process Manager) should be stopped.
######### SQL SCRIPT #########
insert into DS_Property_Member_Memo
select i_library_id, i_dimension_id, i_application_id, i_member_id, i_property_id, c_property_value as x_property_value
from ds_property_member pm
where pm.i_property_id = (select i_property_id from ds_property
where c_property_name = 'MemberFormula')
and not exists (select * from ds_property_member_memo pmm
where pmm.i_library_id = pm.i_library_id and pmm.i_dimension_id = pm.i_dimension_id
and pmm.i_application_id = pm.i_application_id and pmm.i_member_id = pm.i_member_id
and pmm.i_property_id = pm.i_property_id)
delete from ds_property_member
where i_property_id = (select i_property_id from ds_property where c_property_name = 'MemberFormula')
######### END OF SCRIPT #########
Seb

Internal Order Total Plan cost

Hello All,
When the internal order is getting created in ECC from CRM, it should be able to show the plan cost based on the estimated values.
Can you please help me by telling the correct config/ enhancement that needs to be done to achieve the same. Please note that the Internal order in ECC gets created for each transaction/ service order created in CRM, so manual planning using KP26 is not of the any help for us.
Best Regards
Jyoti

Hello,
Thanks for the quick response.
I hvae checked the thread, but it just mentions that there is a possibility of getting it updated based on RFC connection.
If you have any first hand experience, can you please help me with more specific answer.
Thanks
Jyoti

Currency UDA in EPMA Planning app

Hi All,
Version 11.1.2.0;
I've just upgraded a Classic multi currency Planning app to EPMA. The currency conversion is a manual HBR rule and was working fine in Classic.
Now after converting the rule to Calc Manager, I get the validation error for the part where it looks for the Entity members currency UDA.
( @ISUDA("Entity","NZD") )
I believe that Business Rules (HBR) validate the code against Essbase application while Calculation Manager does it against Planning. Can someone point out how I may resolve this issue. I haven't worked with Calc Manager before.
Cheers,
Abhishek

I was pointed to the below bug, which I believe was fixed in some patch for 11.1.1.3. Due to this one would have believed that 11.1.2.0 would have been fine.
Hsp_Rates dimension members other than Hsp_InputValue and Hsp_InputCurrency (for example, HSP_Rate_USD) do not validate successfully against Planning in Calculation Manager. To work around this, deploy these rules to Planning and launch them without validating them in Calculation Manager (7163027)
I did deploy the rules without validating and they run successfully when launched from Planning. I'm pretty sure now that this bug has somehow remained in 11.1.2.0
Thanks for your responses
Cheers,
Abhishek

HCM CRM 7.0 Integration: Some of the employee missing

Hi Expert,
We did the HCM and CRM7.0 integration, the org, position and most of the employees have been downloaded to CRM successfully. But one tricky problem here, we suddenly find 1 employee is missing in CRM. Checked in the download program report, the certain employee has been replicated with green light but without a CRM number.
Does anyone know what's the problem here? Thanks for your help in advance.
Rgs, Michelle

Hi Michelle,
There are multiple scenarios to your issue.
1: Some data may not be maintained in HCM or the employee record may not be active in HCM.
2: Check in CRM using PP01 if the central person record is created or not. If central person record is not there, than employee record is not coming over to CRM via ALE. So you have to investigate why is that happening.
3: If the Central Person is there but the employee BP ID is not there, use the report RHRHDL00 in CRM to delete the central person.
4: Send the record again using PFAL and the record shall come over and the BP ID shall be created.
Thanks,
Jyoti

Equipment hierarchy with Non serialized products to Installed base in CRM

Hi,
I have just performed an equipment download from R/3 to CRM. I now have these records created as individual objects assigned to an installed base.
However my equipment record in R/3 has Serialized Products as well as non serialized products in form of BOM (bill of material).
Example: Equipment Hierarchy (In R/3 )
    10123428 Main Equipment have 2 non serialized product
199-012100         (Non serialized product under this equipment)
                270-012200         (Non serialized product under this equipment)
       10123429         Subordinate equipment to main equipment
                              (Serialized product )
340-070800 (Non serialized product under this 2nd equipment)
              270-562700 (Non serialized product under this 2 nd equipment)
The Main equipment(10123428) is created as installed base in CRM successfully.
     The Subordinate Serialized product (10123429) to main equipment is created as individual object under this Installed base of the Main equipment properly.
     But the non serialized products (199-012100,270-012200 ) for main equipment and non serialized products (340-070800 ,270-562700)for the subordinate serialized product are not coming in CRM .
Because When I go to IB53 transaction there is no entry in the components in the product Tab under product id column.
Has anyone replicated R/3 equipment records with BOM structure into CRM and got their Non serialized products visible in the components of the Individual objects.
Any help would be most appreciated.
Regards,
Rahul

Hi Prabhakaran,
You can filter the data downloaded from R/3 to CRM based on the filter criteria assigned to adapter objects. You can do this via transaction R3AC1 wherein you specify the table and fields based on which you want to filter out the data.
For Serial Numbers and Equipments the business objects are SERIAL and EQUIPMENT respectively.
Reward with points if this helps.
Regards,
Gaurav Gera

CRM - Success Measure Planning

Similar Messages

Maybe you are looking for