CRM - Territory management

There is a requirement to do a mass upload of territories in CRM. Transaction code: CRMM_TERRMAN.
BDC recording is not capturing Employees and Attributes screens .
Any idea to handle this?

Sorry for the delayed response.
The client always provide the territory information in their format. But we should able to tell them how we want it to load in SAP system. Or you can change the program according to client's spread sheet fields.
Quick question:
Are you following the standard or you have customized territory hierarchy based on the client requirement. For example, instead for 4 levels, you may have 6 levels in Territory hierarchy?
If it is standard just go to program and check the list of fields in the program and maintain it in .txt and load it. It should work. If it throws an error, just load it for one record in foreground mode and debug it, you will know the reason by yourself.
In standard program it says the following fields:
Company (1)
Product Line(2)
Region (4)
Area (6)
brick(10)
rulesetid(50)
You need not to maintain Brick Attributes if you have not configured one. Please do not hesitate to ask any more questions.
Thanks,
Krishna Lakshmanan

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Revenue generate from CRM Territory management

Hi,
can u give me the details about this issue
How can we know about the revenue genarate about perticular territory in crm territory managemeny
if there is any settings pls give me the information
points will reward
Thanks&Regards
kishore kumar

Hi,
Please go through the following link it gives you exact information on "Sales Analysis by Territory"
http://help.sap.com/saphelp_crm40/helpdata/en/71/daefd7897ca3439f3f50d9fcff1f8e/frameset.htm
I am sure you know that connection to BW is prerequisite for this.
Regards,
Deepak

Territory management in CRM 7.0

Hi,
I created a territory and assigned rules and employees for it. And in Display relationships views I can find the business partners account which I need.
But when I try to created I opportunity and entered the prospect, The territory Id showes "BTAdminH NOT bound".
I deleted batch sequence 20 "Business Partner Assigned to the user" in access sequences. And I want batch sequence 15 "business Partner From Territory Management" be effective. Please tell me how to do. thanks.
Best regard.
Rohn

Hi Ron,
I am new to CRM 7.0. Can you tell the steps to create a rule, territory and then assign them to form a hierarchy.
Thanks n regards,
Vinu

Data Migration for Territory Management Data in CRM 7.0

We are currently upgrading from CRM 5.0 to CRM 7.0. I am trying to understand how the Territory Management Data Migration process is going to work. A requirement for us is to have all history from CRM 5.0 Territory Management available in CRM 7.0.
When executing program CRM_TERRMAN_DATA_MIGRATION, it appears that is is only creating a rule for the active atributes in CRMM_TERRATTRIB. How can rules be created for inactive attributes? Is it possible with the Data Migration Program?

You can consider a writing a custom program to migrate Territory attributes. You can use the FMs CRM_TERRMAN_SINGLE_READ_BUFFER, BAPI_TERRITORY_ATTR_CHANGE for that purpose.
Refer to my article below which may be useful-
http://www.divulgesap.com/blog.php?p=OTU=
Regards,
Ravikiran

Territory Management in CRM7.0

Experts,
It seems that with CRM 7.0, the Territory Management has been changed a bit. The attributes you used to assign to a territory is now has to be done through Rule Builder. I created the Rule Policy Type 'TR'. I can see all the attributes at the backend in the rule builder too. What I was trying to find is where to set the ruly policy and rule sets on the WebClient UI. Do you need any special authorizations to be able to see the link on the front end. I can see the link 'Rule Policy' under Sales Operations, but it's asking me for the context which is more for Rule Modeler used for other things, and not the Territory Management.
Can somebody please guide me through the front-end in creating the rules and assigning them to the territories?
Thanks,
Achilles.

Hi Achilles,
yes,u r right In SAPCRM7.0 is some what change when compare to SAPCRM2007
In SAPCRM7.0 Territory Management & Loyality Management concepts are working through rule builder
You have read and understood the concepts of the rule builder.
step1) You have set the rule policy type for Territory Management to TM.
You do this in Customizing for Customer Relationship Management by choosing CRM Cross-Application Components- Rule Builder- Define Rule Policy Types.
step2) You have created a rule policy and the required number of rule sets, in the CRM WebClient UI.
You will be able to create rule policies and rule sets only if authorization object CRM_FDT is assigned to your business role. Further, you need display authorization to CRM_FDT, to display rules.
step3) Standard attributes are provided and active by default. Create all the additional attributes you need, in IMG- Customer Relationship Management Master Data- Territory Management- Maintain Territory Attributes
Hope this helps!
Thanks & Regards,
srikanth.naga

Territory Management Exception rules

Guys, we are on CRM 7.0 and need your expertise to understand how to build exception rules in Territory Management.
We have rules built upon Country/Regions and postal codes in US e.g.
1. If country is US and region is New York then return Territory T1
2. If postal code is from 18701 to 18711 or 18720 to 18735 then return Territory T2
Now I want to exclude some account numbers from these statements mentioned above like
1. If country is US and region is New York then return Territory T1 but exclude account numbers 100001, 1000020, 100034, 100045
2. If postal code is from 18701 to 18711 or 18720 to 18735 then return Territory T2 but exclude account number 123456, 123453, 183639, 1735283
How should I make my rules in system and building what operators.
Please suggest.
Thanks,
Sandeep

Hi Sandeep,
you will Need to set-up two rules, one for Territory T1 which Looks like this
The "is between" Statement should include all NY ZIP codes and the exception all ZIP-Codes which should be assigned to territory T2
In the rule for Territory T2 you define only the ZIP-Codes which you have used as an exception in the rule for territory T1.
Hope this helps

Territory Management CRM2007

Hi,
Can anyone give suggestion on how can we implement the territory management functionality in 2007 in the same way SAP introduced in CRM 7.0 for account search and activity creation.
Regards,
Kamesh Bathla

Hi David,
I am facing the same issue. I want to filter out a few of the employee responsible from my determined Territory. If I use the badi of defination CRM_TERRMAN_FILTER my problem of filtering the employees will be solved but I'm facing another challenge. This Badi is called only once when the application is called.
Steps1: CRMD_ORDER transaction and create a transaction. -- Badi is triggered and we can modify the BPs
Step 2: Create another transaction Business Transaction --> Create -- In this scenario the Badi is not called
Now I'm not able to find why the Badi is not called the second time. If i go and do a /NCRMD_ORDER then the Badi is triggered. Please let me know how you tackled this issue.
Regards,
Vishal

Territory Management - Looking for integration with ERP Cost Centers

We are exploring using Territory management in CRM 7.0. However, the hierarchy structure is really the same as our cost center structure in ERP. The Business does not want to have to maintain this information twice. Is there some way to update one from the other? Or is there any integration between the two?

Milan,
When we were first looking at automation/customization with Initiatives, the challenge was how different each project plan was. With all the different layouts and formats that different project leaders used in different areas of the same company, it make it impossible to come up with some way of standardizing how to get the data into Initiatives. If you were looking at bringing in the data to a table first, that would certainly solve that format issue.
Initiatives aren't populated with data from PAS, instead they are created manually in the system. There are pop-up boxes involved as well. I need to do some further research into how you could best do this.
This would be a customization.
Regards.
Bob

Sales Area, Organizational Model and Territory Management

Dear Experts,
I'm meeting unexpected system behaviour (CRM Release 2007) during the configuration of the territory management, below the steps I have done:
1. Define a new Employee from BP transaction
2. Go to "Organizational Model", create a new position under the existing organizational unit and assign the new BP to it.
3. Go to "Maintain Territory Hierarchy", add a regional level to the existing structure, add the new BP and set the appropriate territory attributes.
4. Go to "Maintain sales area for territories from Org. Model", select the new regional level and click on "Show Sales Areas". The system shows as attributes status "Position 50000125 has no sales areas".
Where can I set the sales area for the territory?
Thanks in advanced for your help.
Kind regards,
Alberto
Edited by: Alberto Angelini on Apr 7, 2009 6:43 PM
Edited by: Alberto Angelini on Apr 7, 2009 6:44 PM

Hi,
In TCODE CRMM_TERRMAN under the tab where the positions for a territory are assigned,
check if Territory attributes are maintained. There should be SA_SALES_AREA maintained here.
Also in TCODE PPOMA_CRM under the Function Tab check whether the Sales Area for the position is maintained.
Regards,
Masood Imrani S.

Territory Management Uses

Hi
Could someone tell me abt the use territory management on
top of organizational structure?
In my company, we are starting the implementation of sap crm. We are considering the use of territory management. However all attributes we would use are already maintained in the organizational model existing in R/3. Are there advantages we should consider to justify that we would have to maintain the org model and the territories?
thanks

hi
territory assignment is always at the topmost level.it is standard practice being followed in CRM
see the advantage is that when you do segmentation you can use territory for the segmentation purpose
as you said you ahve your entire org structure maintained and all the attributes assigned to it
so now you have entire thing ready ,having territory gives you the upperhand in that when you just assign attributes to the territory ,it will be automatically assigned to the entire org structure
you tell yourself that what will be more easy assigning position 100 times or assigning just 1 time so that for single assignment 100 assignment takes place
so this way territory give you useful enhancement to do your segmentation under condtion that you have your org structure ready with the attributes.
else you wont be able to use this utility.
for more info please go through this link
http://help.sap.com/saphelp_crm60/helpdata/en/b6/030950eec841d889b8ba2a78a1fcd4/frameset.htm
http://help.sap.com/saphelp_crm60/helpdata/en/45/d9fc5b8eb35709e10000000a114a6b/frameset.htm
http://help.sap.com/saphelp_crm60/helpdata/en/de/d2fab855024f8d936fea84e9b9b551/frameset.htm
http://help.sap.com/saphelp_crm60/helpdata/en/46/5b33cff36126a9e10000000a1553f7/frameset.htm
after going through these you will get to know the advantage you can get having territory in your oprg structure at the top most level

Account Hierarchy / Territory Management

Would appreciate some clarification on the following topics:
(CRM 2007)
Territory Management:
I have created two partner functions: Sales Rep and Sales Assistant with Terr AFC: 000, however in crmm_terrman, as soon as I assign one partner function to a person of the position, the other person in the position acquires the same function. ie. I can not assign different partner functions to two different people in the same position.
Is this correct?
Finally, we have added BP_NODE_GUID as an attribute in the territory. As per note 494873 we know that there is no link between the R/3 hierarchy nodes / accounts and the BP GUID in CRM.
The determination of the 'sales rep' of the territory is not working where the attribute is account hierarchy. Does anyone have a workaround for this?
Thanks for your help!
Edited by: Tanya Rodrigues on May 18, 2010 10:29 AM

Resolved in CRM 7.0

Can we create the hierachy more than 4 level in Territory Management

Dear Sir,
If I need to create the hierachy more than 4 levels in Territory Management in CRM , is it possible.
Thank you and best regards,
Vimol

Hi Vimol,
CRMM_TERRMAN - Maintain Territory Hierarchy is the transaction where you can assign more than 4 levels in Territory Management in CRM.Maximum Restriction of Characters are 24.
Baisc Structure is as
1.Organization (2 Characters)
2.Unit (3Characters)
3.State (3Characters)
4.City(3 Characters)
5.Country (7 Characters)
6..Postal Code (6 Characters)
in a various permitation & combination.
Reward with Points.
With Best Regards,
Rajendra Sonawane

Territory management bi intergration

hai friends..
can anybody give me an idea about integration of territory management with BI?please help me guys

Srinivas
Territory Management has some standard Data sources to pull Data from CRM to BW. Please see the some of the standard extractors related to territory Managemment.
Thnaks
Sat
http://help.sap.com/saphelp_nw04/helpdata/en/25/0df550feb6904a825b4ab0649e25c6/frameset.htm
http://help.sap.com/saphelp_nw04/helpdata/en/fe/a18fbcb3cccc42ae01225c2ccab324/frameset.htm
http://help.sap.com/saphelp_nw04/helpdata/en/db/6651d40e4a244e804956171a56d0d1/frameset.htm
Thnaks
Sat

CRM Grants Management - Grantor Implementation

Hi
We need implement CRM Grantor Management for grantors. We have actually the following sap systems and components:
1.SAP CRM 2007 u2013 CRM Application Server ABAP
Component Version:   SAP CRM 6.0
2.SAP ENH PACK 4 FOR SAP ERP 6.0 u2013 Public Sector Accounting with the following components:
Component Version:   SAP ECC 6.0
EA-PS 604 SAPK-60403INEAPS - SAP Enterprise Extension Public Services
IS-PS-CA 604 SAPK-60403INISPSCA - IS-PUBLIC SECTOR CONTRACT ACCOUNTING
FI-CA    604 SAPK-60403INFICA   - FI-CA
SAP_APPL 604 SAPKH60403         - Logistics and Accounting
We do not have a SAP Netweaver 7.0 BI but I have BW component in the CRM and ERP
CRM -> SAP_BW 700 0020   SAPKW70020 SAP NetWeaver BI 7.0
ERP -> SAP_BW   701 0003   SAPKW70103 SAP Business Warehouse
and we have the component
BI_CONT 703 0014 SAPKIBIIQ4 - Business Intelligence Content
Is it enough to configure the Grants Management for Grantor?
Please, I need to know if we need install aditional components. Exist an aditional Public sector industry CRM package to install in the CRM 2.007 system?
Thanks in advanced.
OMM

For CRM is fine..Should be great if you have CRM 7.
Can you see this standard transaction type in your IMG:?
GAG     Grantor Agreement     SAP Standard Grantor Agreement     BUS2000271 Grantor Agreement
GAP     Grantor Application     SAP Standard Grantor Application     BUS2000270 Grantor Application
GCL     Claim     Claim     BUS2000272 Complaint
GCR     Change Request     Change Request     BUS2000270
Also review if you have SPRO> Industry-Specific Solutions> Public Sector > Grantor Management in SAP CRM.
You can use the standard with business role "CRMGRMPRGMAN"
Regards,
Lyda

Standard way of Handling Escalation process in CRM Complaint Management

Dear experts,
What is the standard way of mapping Escalation process in SAP CRM Complaints management?
We need to escalate the complaint to next level if it is not resolved with in the a specific time.
How can we configure this scenario in SAP CRM. Please help me to solve this issue. Your help will be highly appreciated.
Thank you
Raghu ram

Hi Arup,
We are setting up a Complaints Mgmt system for our client.
They have a very standard process of handling complaints.
The complaints are created in the system and assigned to a CR Agent. The CR agent then forwards to the respective department for investigation. Once the investigation is compelete the department sends it back to the CR who then decides whether the Complaint is justified or not.
If it is justifed and there is a money refund involved then there is a limit to what the CR agent can approve. If its more than his limit somebody from higher authority needs to approve it. My quesiton to you is:
- How is the complaint assigned to the CR agent. Do I need to replicate the Org strucutre from HR into CRM? If yes, then once I have the org structure where do I do the CR assignment?
- Secondly how does the CR agent assign the complaint to other department for investigation. Is this through CRM Complaint Activity or there is another way for it?
- Third once the investigation is complete and the required department needs to send the feedback how will this be sent back to the CR for making the final decision. Is there a workflow?
- Finally how can we setup the cap limits like if there is a money refund to the customer from the complaint then if the the amount is between 0 and 500 a CR should be able to approve it, if the amount is between 500 - 1000 the manager should be able to approve it, how can this be setup?
Many thanks
AA

CRM - Territory management

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