Direct mail campaign based on partner function

I'm trying to create a direct mail campaign to all persons who have a certain partner function. I have succeeded in getting all the persons out by exporting them from the target group in the Segment Builder, but I would also like to have the Company name and address. How can I achieve this?
I have based my target group on a attribute list made from the infoset CRM_MKTTG_BP_PRTFUNC_REL, and made af filter on the partner function attribute.
Thanks in advance, Peter

Hello Peter,
you have to use the BADI CRM_MKTTG_SEG_MEM_EX
There are two methods in the class:
IF_EX_CRM_MKTTG_SEG_MEMBER_EX~SELECT_TG_MEMBER_DETAILS_REL
IF_EX_CRM_MKTTG_SEG_MEMBER_EX~SELECT_TG_MEMBER_DETAILS
The first one is called in case the TG has BP's with relationsships and other one is called for BP's without relationships.
In standard implementation, the data from BUT000 and BUT020 is picked up. This imples that the personal addresses is picked up.
Hope this helps.
Regards
Raja Pamireddy
CRM Marketing Forum Moderator

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Sending mail to a particular partner function in workflkow

hi all
i m working on a workflow in which i have defined user as general,means anyone can start the workflow,now i want to assign agent to workflow ,how can i assign the agent and also how to send the mail to a particular partner function in our case we have described "loan officer",
please guide regarding the query
regards
ashish

hi
i should tell first of all m working on CRM 5.0 standalone system.we are trying to trigger mail for LEAD .when say we are trying to change the status of lead or whenever the status of lead is changed the mail should be triggered to loan officer.
hope i clear the air,now pz advise
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How to Split 1 Order into Multiple Deliveries based on Partner Function ?

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How can I split one Sales Order into multiple deliveries, based on the partner function "managed by" ?
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Hi,
You need to create a new requirement in tcode VOFM for that, together with your ABAP consultant. This requirement will be used in copy contol.
http://saptechsolutions.com/pdf/VOFMCopyRequirementRoutines.pdf
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We have a requirement where we want the invoice to be split based on the partner function. Here are the details.
1. We bill the builder(Partner function PY) by default. Sometimes we want part of the amount to be billed to buyer(Partner function ZA). So if the the sales order has both the partner functions(PY and ZA), I would like the invoice to be split into 2 where one should go to builder(PY) and the other to buyer(ZA).
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what kind of code have u written to this ? please paste here,
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A customer 2000 generates an order with his normal role of Sold to Part, Ship to Part, Bill to Party & Payer. A Partner function called special stock partner is also assigned to that customer which in itself is another customer 3000. If the customer 2000 generates an order with that special stock partner 3000 an automatic discount condition called ZDI (10% discount) should come up and give the customer 2000 discount. i.e. i want to give discount to customer 2000 if customer 3000 is his special stock partner. How do i make this condition automatic via condition record.
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Hi,
1st - Include the field partner function (or customer number) as a ZZ field in the structures KOMG, KOMK. For example ZZTPTNR - Third partner number - CHAR10
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Service ORG determination based on partner function

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Pls let me know - How to tell from the config which partner function from a transaction say case or complaint, is being used to determine the service ORG unit at the header level of the transaction?
Also
Suppose I have 2 partner functions
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Hi,
You need to define Partner Determination Procedure (PDP) where u r partner function should have 004USER as access sequence, then u can use "User orgunit" rule in org detemination rule to determine service ORG unit at the header level of the transaction.
If u have define more than one partner function as user in u r transaction system will set the same user in both place on the basis of u r PDP.
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Dipesh.
Edited by: DD's on Nov 11, 2008 6:27 AM

Direct Mail Campaign - ORDER BY delivery error (Exercise 8, Part 3)

You will get an error when you configure seed addresses to insert by "respecting the sort order" and then you don't sort the extraction file. Thanks Sindhu for reporting it.
Here is what the error message looks like:

Here is where the Insertion mode is set when configuring the Direct Mail delivery.

Need to auto populate Field based on Partner Function in UI

Hello Experts ,
Currently we have a requirement in Opportunity Management in UI .
We are working on "Territory Management " in UI .
While creating the Opportunity in Web UI , when we put employee code the Territory ID is auto populated.
Now we dont want to have Territory ID filled automatically based on Employee , but we would like to have
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Hi Milind,
I guess the territory gets populated based on the Partner associated to the order.
There shooukd be an attribute like TERRITORY_ID_UI or TERRITORY_ID where in the GET method the territory ID will be derived
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Masood Imrani S.

Sending mail to all partner function in transaction

Hi Folks,
Standard action and condition sends mail to only main partner function in transaction. But transaction could have more than one partners for same partner function. Can mail be sent to all partners in transaction by using standard action configuration?
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Nikhil

Hi Nikhil,
You can control this using CRM_ACTION_BADI.
Below the use of this BADI.
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Restrict Contact Person replication from CRM to ECC based on Partner Funct

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Posing the table name, just in case it might help others.
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VA05 Partner Function Selection Problem

Hi Guys,
In VA05 report when we click on Partner Function button then click on drop down it is showing only Sold to Party . User want to see all the partner functions in the drop down. I am not sure where the selection of partner function is controlled.
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Hi Rohit,
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Whats the relationship between oppurtunies and Partner function in table?

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I have to generate a dynamic Query for Search to filter based on Partner function.
I got crmd_partner_fct table which has the codes assigned to the Partners But how do i relate it to
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George

i have so many partners under pft_5 (Employee) and all are giving value pft_5 in the CRMD_ORDER_INDEX table for the same GUID in header.. How can i find out the oppurtunities searching by partner function of PFt_5 group .. (Not sure what to ask since We have this new partner functiions added to the dropdown and i dont see any difference in the table based on the Partner Function selected in the screen.Each function has a different number assigned but I dont see that in the table)

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Hi Experts,
I am trying to send an E-mail to a specific Activity Partner defined in the BP Partner Functions associated with the transaction type after the activity is saved
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Hi Pratik,
I'm facing a similar issue than Alberto, but I' ve already performed the customizing you indicated.
Also, we have maintained as Processing types, a standard "Smart Forms Mail", with the following Mail Settings:
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Finally, we assured that the employee email communication data was maintained on the Master Data (trx. BP).
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Automatic assignment of Partner Function (Dealer) based on Postal Code?

Hi Experts,
We are realizing a project in the Bathroom-Product Industry. Responsible for the service to the end-clients are authorized dealer. When creating a service ticket the responsible dealer has to be assigned automatically to the ticket on the basis of the postal code where the IBase (the product) is installed.
The process is:
1. The client is calling the Interaction Centre and first the IC Agent has to identify the account and the Installed Base (The installed base contains the postal code where the product of the client is installed) of this account.
2. An Interaction Record is created to record this inbound call.
3. Afterwards a Service Ticket is created as a follow-up Document of the Interaction Record. In the moment of the creation of the Service Ticket the correct dealer has to be assigned automatically to the Service Ticket (as a Partner Function not as a Service Organization) on the basis of the postal code of the installed base.
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I hope I could make myself clear ;-)? Anybody can give me a hint how to do that? What are the basic steps?

Slightly similiar, originally being an R/3 customer before implementing CRM our dealer equated to sales office.
In the CRM Org model (PPOMA_CRM) in the attributes of the sales office we entered the Regions & Postal codes for that dealer (pain in the arse to do) and in CRM the sales office in the org creates a BP.
We used a org rule for the IR record based on country, region, postal code to determine the appropriate sales org, DC, div, and sales office based onthe zip code. We created a custom partner function to represent the partner number of the BP from the org model. Then we configured a custom relationship "ZORG" "Is partner of sales office" and went into the BP master and assigned the actual dealer number as a partner to BP from the org model that = sales office. From that we configured a custom access sequence to pull the actual dealer number from the org model office relationships.
We looked at territory management, but our dealer is an "org BP" and territory management appeared to want to drive to a person BP number.

Filtering My Open Task in SAP CRM based on Status, Transaction & Partner Function

Hello
Whenever i create a Task in SAP CRM, it displays that transaction in the My Open Task of all Business Partners involved in that Transaction.
I want to restrict the My Open Tasks based on Transaction Type, Status and Partner Function.
1) The system should work as it is for all other Tasks but for my Custom Transaction Type the logic should be based on status of the Transaction
2) When My Open Task component is prepared the system should consider the Status and Partner Function as well i.e. if the status is Approval of Manager, the system should show the Open Task only to the Manager and not other parties.
3) if the status of the Transaction is Open, the system should only display this Transaction / Task only to Employee Responsible and not to Manager and other people involved in their My Open Tasks.
I have gone through the following post in SCN:
https://scn.sap.com/thread/2056959
I have implemented the method DO_PREPARE_OUTPUT as per the post but it does not do anything. When i redefine the method GET_QUERY_RESULT and remove everything,it does not prepare any list.
If possible please specify which method needs to be redefined in the component/view CRMCMP_GS_WC/TodaysTasks & if possible please share the code that needs to be maintained in that method.
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Hi,
Method DO_INIT_CONTEXT should be redefined
This should be redifined to get the collections with your required filter criteria.
* get the collection of entities for the tasks
lr_col = get_query_result( gc_status-open ).
If this does not help, Delete the collections which are not required after above selection but before this code.
me->typed_context->resultnew->collection_wrapper->set_collection( lr_col ).
Thanks
Ajay Singh

Direct mail campaign based on partner function

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