Main contact person Worklist FSCHM

Hi Experts,
I am getting an issue due to I would like to change the main contact person to add notes in Work list collection management.
At the moment I can select manually different contact persons. It means that the relationship exist and is working. But I have one main contact person by default in the worklist.
If I would like to change the contact person for an existing one and later on keep the change as default in the worklist , how can I do it?
Thanks in advance,

Main contact person worklist:
Just the last creation in customer master data is the main contact person in the worklist. You can change manually the contact person in collection management but it is not by default.
If you would like to have it by default you have to create the new contact person in Account receivable and the last creation will be the main contact person.

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Target group with customer and contact person

Hi experts,
I want to create a target group with customer data and the names of the main contact person to execute a campaign.
During execution I need the name of the contact person to personalize my forms, the campaign activity should be connected to the customer (and not the contact person).
Is there a functionality to solve my problem? (CRM 7.0)
Thanks in advance.
Werner

Hi Werner,.
I assume you want to select for Organizations (BUT000 Type 2) and you want to see in the Target Group the Contact Persons which are assigned via Relationship to the Orgnizations.
Create for example a Datasource with Infoset CRM_MKTTG_BP_ORG, and under Details for Business Partner use BUT000_PER-PARTNER_GUID.
In Field Function Module maintain CRM_MKTTG_PF_BP_TAB_TO_CP.
Create an Attribute List an assign the Datasource. After Creating the Target Group you will see the Organizations with all the assigned Contact Persons via Relationsship.
Regards
Andreas
Another Tip: Create a Target Group for Persons, assign it to the Campaign, and now set the B2B Flag. Depending from your SP Level you have to apply a note so that the B2B Flag is visible (1263915)
If you set the B2B flag you will get Communication Data for letters, for a Call List from the Relationship.
Regards,
Andreas
Edited by: Andreas Pauli on Apr 29, 2009 10:18 AM

Replication of Contact person

Hello All ,
In BP relationship screen there is a field "Standard relationship".The data stored in BUT050-XDFREL. If I change this field a Bdoc is generated.I can see a value in Central data - main - data - Default relationship ="X"
What field will be updated in R/3 by this BDOC? I am looking for "Standard relationship" field in R/3 contact person.
Thank you very much,
Rika

Hi Rika,
The field XDFREL in the table BUT050 is for the relationships of the
Category 'contact person is of' used in order to display that a contact
person is the 'main contact person' of a business partner.
The SAP R/3 flag KNVP-DEFPA corresponds with field IS_DEFLT_PARTNER
which is found in table CRMM_BUT_FRG0081.
The standard flag doesn't exist in R/3.
Of course you can use User exit DE_EIOUT (see note 0620399) and any field in R/3 to have a corresponding mapping. For an upload of this flag you needs User Exit DE_BALE.
Regards, Gerhard

Caller Identification for Contact person along with Main Customer Name

Dear Experts,
When a contact person calling to the Interaction center, we want to show Contact person and relevant main customer name in the context area.
for instance XYZ is a contact person for ABC, when call comes from contact person, we want to show both Contact person and Main Customer names in Context area.
How can we achieve this. Kindly help us to solve this probelm.
Your suggestions will be greatly appreciated.
Best regards,
Raghu ram
Edited by: Raghu Ram on Apr 27, 2009 6:06 AM

Hey
use a mix scenario profile (B2B and B2C) this is a standard behaviour, it works
Thanks
Regards
Raj

Campaign execution not send emails for contact persons

Hi All!
I'm facing a problem with Campaigns (communication medium - E-mail): Those are the steps i'm following:
1.Start the campaign, and on the "campaign: Schedule job" screen, i choose "immediately". If i look at the campaign details after scheduled the job, the status is now "job started".
2. To check wich mails were sent, I also had a look at the business partner account that belongs to the target group used. On the "Interaction History" block, there is a line: "Outgoing Email" - on the details of this outgoing email I can see the "To" (Receivers). And here, I have emails from the business Partner contact persons and from the business partner itself (the email that is on the header level of the business partner account, on the "main address and communication data" area). So far so good. That's exactly what i need but,
3. If i go to the tcode, i only have a send request for the business partner itself and none for his contact persons (although those emails are on the "To" line for the interaction history).
I'm working on the Webclient UI, of the CRM 7.0
Does someone knows why the emails are not being sent also for the contact persons?
Thanks in advance.
Inê

I have achieved this by implementing the BADI : CRM_MKT_ADR_SEARCH
In this BADI's method : CHANGE_SEARCH_RESULTS you can modify the data which is being sent back to system for campaign execution.
NOTE: I am using Address Independent Communication Data of Business Partner
Below is my sample code for contact person email :
data: wa_bp_cp_channel type crmt_bp_cp_channel.
field-symbols: <fs_bp_cp_channel> type crmt_bp_cp_channel.
types: begin of ty_cp,
          partner type but000-partner,
          address type but000-addrcomm,
         end of ty_cp,
         begin of ty_bpcp,
           partner1 type but051-partner1,
           partner2 type but051-partner2,
         end of ty_bpcp.
data: it_cp type table of ty_cp,
        wa_cp type ty_cp.
data: it_bpcp type table of ty_bpcp,
        wa_bpcp type ty_bpcp.
data: it_bp type table of ty_cp,
        wa_bp type ty_cp.
read table ct_bp_cp_channel into wa_bp_cp_channel with key com_channel = '03'.
if sy-subrc = 0.
    select partner addrcomm
      from but000
        into table it_cp
          for all entries in ct_bp_cp_channel
            where
              partner = ct_bp_cp_channel-cp_number.
    select partner1 partner2
      from but051
        into table it_bpcp
          for all entries in ct_bp_cp_channel
            where
              partner1 = ct_bp_cp_channel-bp_number.
    if it_bpcp[] is not initial.
      select partner addrcomm
        from but000
          into table it_bp
            for all entries in it_bpcp
              where
                partner = it_bpcp-partner2.
    endif.
    sort it_cp by partner.
    sort it_bp by partner.
    sort it_bpcp by partner1.
    loop at ct_bp_cp_channel assigning <fs_bp_cp_channel> where com_channel = '03'.
      read table it_cp into wa_cp with key partner = <fs_bp_cp_channel>-cp_number binary search.
      if sy-subrc = 0.
        <fs_bp_cp_channel>-addrnumber = wa_cp-address.
        clear <fs_bp_cp_channel>-bp_number.
        clear <fs_bp_cp_channel>-bp_guid.
      else.
        read table it_bpcp into wa_bpcp with key partner1 = <fs_bp_cp_channel>-bp_number binary search.
        if sy-subrc = 0.
          read table it_bp into wa_bp with key partner = wa_bpcp-partner2 binary search.
          if sy-subrc = 0.
            <fs_bp_cp_channel>-addrnumber = wa_bp-address.
            clear <fs_bp_cp_channel>-bp_number.
            clear <fs_bp_cp_channel>-bp_guid.
          endif.
        endif.
      endif.
    endloop.
endif.

How to change validity for relationship contact person - BUR001

Hi group,
I need to be able to change the from and to date from the relationship category BUR001 (Contact Person). The system automatically sets the FROM as 01.01.0001 and the TO as 31.12.9999.
I assumed the customizing for this is done in the relationship category settings in transaction BUBA. Setting its value to 2 or 4 should do the trick and does the trick for any other relationship category, but NOT for the contact person category. Of course I need to be able to change this one and not other types
I am sure this problem has been encountered before. Please provide me with suggestions. Again: BUBA settings do not solve my problem for specifically this relationship category.
Thanks in advance! Useful answers will be rewarded.
Kind regards,
KZ

Hi there,
We can creat a relationship category of contact person with validity period.then use this relationship category while you assign the contact person to the main Business partner.

Automatic Partner Determination Std Contact Person during Activity Creation

Hi ,
There is a requirement in my project where the Standard Contact Person of the Sold to Party should be automatically determined during Activity Creation .I have completed the Partner Function configurations and now the Standard Contact Person is being successfully determined as the Partner.
However, there is a problem in a scenario where in another Contact Person other than the Standard Contact Person is to be determined during Activity Creation . In that case, the option to select the other Person is not being offered through a pop up window, but the System automatically populates the next Contact Person based on the BP Id ( Next on the Number Range )
Is there any way , so that the normal procedure of selecting one Contact Person from a list in the Pop Window can be incorporated , once the standard Contact Person is being removed from the Contact Person field in the Business Transaction .
<< Moderator message - Please do not promise points >>
Regards,
Maroof
Edited by: Rob Burbank on Jan 5, 2011 5:06 PM

Hello Maroof,
you should check first the standard relationship flag of the account. Means check the account and go to the
relationship contact person.
There you will find the standard Relationship Flag, which is relevant for the system to determine the main CP.
Furthermore please check the partner procedure:
For each partner function you can enter a value in field Maximum and Selection Limit. Please consider the F1 help
for the field Selection Limit where you can find the explanation when and how the selection popup is triggered:
Example 1
You enter 3 in this field.
When the system finds three or more partners who could fulfill this partner function, it displays a selection list.
You choose from the list which partners to enter in the transaction.
Example 2
You do not mark this field, but enter 5 as the Maximum for this partner function.
When the system finds six or more appropriate partners it displays a selection list.
Hopefully this information helps you.
Regards
Rene

Number Range for Contact persons in SAP CRM

Hi Experts,
Can anyone brief me about the contact persons concept in CRM and ERP?
How and where the the no. ranges are maintained , config settings, link between ERP and CRM?
Standard Account group for contact persons in ERP and CRM?
I would appreciate and points would be awarded .
Best Regards
Suchhi

Contact persons can be maintained on both sides. In our case, we mantain contact persons mainly for needs of sales department, so we set master on CRM.
How and where the the no. ranges are maintained , config settings, link between ERP and CRM?
To define number ranges on crm side go to IMG>Cross-Application Components>SAP Business Partner>Business Partner> Basic Settings>Number Ranges and Groupings>Define Number Ranges
For number range created you have to create grouping. This grouping has to be assigned manually or automatically when creating a business partner. The business partner gets a number from the number range that is assigned to the grouping.
This can be defined under IMG>Cross-Application Components>SAP Business Partner >Business Partner>Basic Settings> Number Ranges and Groupings>Define Grouping and Assign Number Ranges
For number range created inCRM system you have to define a corresponding number range in the ERP. This is necessary to ensure that business partners created in CRM system get the same ID when they are replicated to ERP.
Go to IMG>Logistics>General >Business Partner>Customers>Control>Define and Assign Customer Number Ranges
Next define account groups under IMG>Logistics>General>Business Partner>Customers>Control>Define Account Groups and Field Selection for Customer
For each of CRM business partner classifications you have to define a mapping to an ERP account group. Run transaction code PIDE and do the mapping.
And of course your middleware settings must also be in order.
Standard Account group for contact persons in ERP and CRM?
There are no predelivered account groups for contact persons.
Regards.

Master Data Synch - Contact persons

In master data synchronization FSCM for business partner contact person do I have to setup a different bp number range or do they take the same number of the contact person assigned in the customer master?
If not is there a way we can configure the BP contact person such that it takes the same number as Customer Contact person.
Thanks-Donny

Hi Vivek,
I am not able to sync ECC-Customer/Contact Person as FSCM-BP/Contact Perso.
And Contact Person doesn't appear in worklist.
Customer created/changed (with a Contact Person) is synced, but, fails when there is a Contact Person.
Seek you help.
Thanks,

Mapping table for contact person download from ECC and Groupware

There are 3 connected system in our landscape:
- CRM
- Groupware (connected to CRM)
- ECC
We have a requirement that the Contact Person can be created in any of the above 3 system and should flow to the other. So, the below scenarios are valid in our case:
1. Contact created in Groupware, flows to CRM ->ECC
2. Contact created in ECC flows to CRM-> Groupware
3. Contact created in CRM flows to Groupware and ECC
Our flow system works fine and the contacts created in one system, flows to the other 3 and any changes also flow.
The problem is that for the contacts created in ECC, the communication data (phone, email etc) flow in CRM and get updated in the "Work Address" section in the Contact display screen in Web UI and the updates from Groupware for communication data gets updated in "Main Address" section.
Can anyone please advise what are the mapping tables for the address update when the contact is created in :
- Groupware/CRM
- ECC
Regards

Hi Christophe,
Thanks for the response.
I checked for the notes you suggested, but having read it it doesnt appear to address my problem. Did you get this from SAP as fix to solve' specify the name of contact person' error in SMW01 ? Unfortunately even SAP isnt replying to me on this.
I am also not getting any dump, all my queues are getting cleared in ECC and CRM. My error remains 'specify the name of contact person'. Interestingly when i tried to push the contact person directly as bupa_main..it too failed with the same error..more interestingly whenver my contact person tried to get replicated as bupa_rel..ecc does eat up a number assignment..but no record is created for it in ecc...the smw01 says partiaslly send ..receivers has error..
Edited by: Hamed Kazi on Apr 19, 2011 2:33 AM

Collection contact persons relationship in FSCM

Hi All,
Request your help in creation of Collection contact persons relationship in FSCM and find them in process receivables screen.
We are not mantaining customer contacts in customer master. But only in FSCM
What is the use of collection contact person if they donot show up in process receivables screen?..Please help. i want collection contact person to show up in "Get contact Person" list in process receivables.
Thanks - Donny

Donnesh,
If you dont record the contact person in the customer/ BP then it needs to be stored somewhere for it to be defaulted.
The only way to do this is to add the name once in the process receivables screen and it will then stay there and also be copied through in to the create customer contact screen.
You could look for a BAPI to load the name and number into the process receivables screen, but this would mean processing the customer via the worklist.

DEBMAS iDoc Contact Persons Issue

Hi Folks,
I have a DEBMAS06 iDoc that is creating a customer. In the main everything is perfect however there has just been an issue raised by the business.
We use contact persons to determine where to send differnt output types, however in small companies, that person would be the same for all output types.
When creating a customer in XD01, if you enter a contact person with the same name, SAP will issue a warning message that you can ignore, however, when using my iDoc, the first contact person entry is added but none of the rest of them are.
Is there a way that I can add the same contact name for multiple contact types in my iDoc?

Praveen,
My iDoc has this format
E1KNA1M
--E1KNA11
--E1KNA1H
--E1KNVVM
--E1KNB1M
--E1KNVKM
--E1KNVKM
--E1KNVKM
--E1KNVKM
--E1KNKKM
My four E1KNVKM segments look like this (I have deleted the number for privacy)::
MSGFN     005
NAMEV     Nezire
NAME1     Turk
TELF1     99999999
PAFKT     ZA
MSGFN     005
NAMEV     Nezire
NAME1     Turk
TELF1     999999999
PAFKT     ZB
MSGFN     005
NAMEV     Nezire
NAME1     Turk
TELF1     9999999999
PAFKT     ZD
MSGFN     005
NAMEV     Nezire
NAME1     Turk
ABTNR     0007
TELF1     99999999
Yet it is only the 0007 segment that is created even though the entire iDoc has a success message.

Badi for contact person creation of isa user admin

Hi fnds,
I am creating a new custom field on isa user admin app of b2b. Now when i create a contact, the FM CRM_ISA_UA_IUSER_CREATE is been called. I am planning to pass this custom value to extension table of this FM.
Now can u tell me a badi which triggers, so that i can use the extension table values and save it to the contact person details in the database?
I am looking for a badi to save this custom value to contact person BP .
thanks in advance,
Niraja

HI Niraja,
Thanks for the useful information that itself has partially solved my querry, along with this I am in need of one more clarification from you and that is while creating user from ISA user management how can i modify it to add a standard user alias field, like u said I have created one custom field in ISA user mangement, can u please share it so that I can enhace the ISA user mangement to have one standard field(user alias).
Thanks and Regards,
Mayank
Edited by: mayank Choudhary on Jul 10, 2009 2:09 PM

Notifications not going to the contact person

Hello Friends,
Scenario - When i create an RFI Customer activity in a CSR and set its status to 'Requested Customer'', a notification (more information is required) goes to the contact person and the team lead of CRO (Customer Responsible Organization). If the customer does not reply for 3 days (in case of a High Severity CSR) or 7 days (in case of severities other than High), then reminder notifications (more information required - reminder) get triggered which go to the contact person and the team leads of CRO.
Problem - In the first case,the notification (more information is required) goes to the contact person and the team lead of CRO (Customer Responsible Organization) where as in the second case, the reminder notifications do not go to the contact person, but they go to the team leads of CRO.
Analysis - There are 2 workflows that get triggered when the RFI Customer activity in a CSR and set its status to 'Requested Customer''. The first one sends the notification (more information is required) to the contact person and team leads of CRO immediately. The other workflow checks whether the customer has replied for 3 days (in case of a High Severity CSR) or 7 days (in case of severities other than High), and then sends the notification to the contact person and team leads of the CRO. I have checked the bindings, tasks, receiver rules and the methods in both these workflows. They are exactly similar. The only difference in these workflows is the wait step added in the second workflow.
Do you have any clue as to what is the reason behind the second workflow not sending the notifications to the contact person ?
Appreciate your help and timely response.
Thanks
Prashant

Hello Rick,
Thank you for your response. Here are the answers to your queries -
Question -->Is a mail being sent to the same email address in both workflows with SendMail, and only working in one of them?
Answer --> Yes
Question -->There must be some other difference other than the wait step.
Answer --> The difference between the 2 workflows is mentioned step by step as below -
Workflow for which the notifications are sent to the contact person and team lead of CRO
Step 1 --> Condition step whether the email address exists or not.
If No --> Sends a mail to the LDA (Local Database Administrator) to maintain the email address of the contact person
If Yes --> Goto Step 2
Step 2 --> Condition step whether the Severity of the CSR is High or not
If Yes --> Send step (to send the email notifications to the contact person and team lead of CRO)
If No --> Send step (to send the email notifications to the contact person and team lead of CRO)
Workflow for which the notifications are not sent to the contact person and team lead of CRO
Step 1 --> Condition step whether the email address exists or not.
If No --> Sends a mail to the LDA (Local Database Administrator) to maintain the email address of the contact person
If Yes --> Goto Step 2
Step 2 --> Condition step whether the Severity of the CSR is High or not
If High - Wait Step (waits for 3 days before sending the notifications to the contact person and team lead of CRO)
If Other - Wait Step (waits for 7 days before sending the notifications to the contact person and team lead of CRO)
Step 3 --> Condition step to check the CSR Status (to check whether the customer has replied or not)
If Yes(customer replied) --> End workflow
If No (customer has not replied)--> Send step (to send the email notifications to the contact person and team lead of CRO)
Question -->How have you implemented the wait step? Does it fetch the address before or after the wait?
Answer --> The email address is fetched at the very first step.
Question -->What happens if you make a test workflow with just the Sendmail step and send to the same address?
Answer --> The notification goes to the same email address.
Kindly let me know if the information that i have provided is comprehensive enough. Your help will be deeply appreciated.
Thanks
Prashant

Importing Contact Persons through DTW

Hi,
I´am trying to import Contact Persons through DTW. These "Contact Persons" belong to Business Partners that already have "Contact Persons". I want to add new contact persons to these Business Partners. The problem that instead of adding those Contact Persons, the DTW is updating the Contact Persons that already exists.
I have two files, Business Partners and Contact Employees. In this first one I´m using two fields (Recordkey and Cardcode). In the second one, Contact Employees, i´m leaving blank the field "linenum". I´m also setting in the third step of the DTW process, the option of "Add all items into Schema if can´t find corresponding item when updating". In the 5 step I choose Update objects"
Thanks in advanced

Aridane,
Apologies ... I misunderstood what you were asking. If you look at the sample temple for Contacts that are related to Business Partners at ...
..\Program Files\SAP\Data Transfer Workbench\Templates\Data preparation examples\20. TestCase2_Test Data for Update function\oBusinessPartners\ContactEmployees.csv
Here you can see that you have to relate the RecordKey of the ContactEmployee to the RecordKey for the Business Partner. If there are multiple contacts for the same Business Partner, the RecordKey is repeated as in the example and you increment the LineNum for each different Contact.
HTH,
Eddy

Main contact person Worklist FSCHM

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