Questionnaire for leads

Hi Everyone,
Can any one body tell me the process of the questionnaire assignment to the leads.
actually i have followed the below process for the Questionnaire in the leads:
1 )I have maintained the questionnaire for the lead application in CRM_SURVEY_SUITE
2) Define determination for the lead questionnaire : in this i have assigned questionnaire, lead transaction type, item category, for the determination.
3)i have assigned the qualification levels to the lead questionnaire
But i have not maintained determination criteria for the questionnaire.Is it necessary to maintain that.
After maintained the above 3 steps i have tried to create a lead transaction in CRMD_ORDER Transaction.But in the lead transaction EVALUATION tab i didn't see any questions in that, but in the above 2nd step i have maintained the maintained questionnaire to the lead transaction.I want to see the questions in the evaluation tab.
Can anyone help me how to get the questionnaires in the lead transaction and also plz tell me did i missed any settings for that.
Regards
Nagaraju

Hi Nagaraju,
Your requirement is not clear.
- Do you want to see the same questionnaire being determined for all lead types?
- Do you have a pre-condition based on which questionnaire should be displayed for lead transaction type?
- what is the version of CRM you are using?
You have mentioned "I have assigned questionnaire, lead transaction type, item category, for the determination." So while creating the order just ensure that it matches determination criteria of your item category. (select a product and check)
Regards....Arup

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Thanks in advance..
Vishwas Sahu
Edited by: vishwas sahu on Jun 25, 2009 6:56 AM

Hi Nagaraju,
Your requirement is not clear.
- Do you want to see the same questionnaire being determined for all lead types?
- Do you have a pre-condition based on which questionnaire should be displayed for lead transaction type?
- what is the version of CRM you are using?
You have mentioned "I have assigned questionnaire, lead transaction type, item category, for the determination." So while creating the order just ensure that it matches determination criteria of your item category. (select a product and check)
Regards....Arup

Still cannot create survey (Config Guide C37, 3.4 Questionnaire for leads)

When ever I try to create a survey, I get the error below when I click 'save'. I do not even get to the point of uploading the xml file that comes with the CRM best practice CD. I'm kinda new to SAP so I need a detailed response. Thanks.
Business Server Page (BSP) error
What happened?
Calling the BSP page was terminated due to an error.
SAP Note
The following error text was processed in the system:*
Use of dynpro services is not possible in the current system status
Exception Class CX_SY_MESSAGE_IN_PLUGIN_MODE
Error Name
Program CL_CRM_SVY_IL=================CP
Include CL_CRM_SVY_IL=================CM00A
ABAP Class CL_CRM_SVY_IL
Method IF_GENIL_APPL_ALTERNATIVE_DSIL~SAVE_OBJECTS
Line 69
Long text -

Hello,
I am stuck in the same problem that you posted in february. Unfortunately, you hadn't any replies and I can't find an answer anywhere else. Did you find any solution?
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Assessment for Lead (Questionnare for Lead)

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I am trying to create lead. I need to fill Questionnaire also for that. But, under "Assessment block", I don't see any action, ID . When I open assessment block, it is saying no results. This is happening in CRM 7.0.
But, when I check in CRM 6.0, Under Assessment block, there is one action with one link. When I click on that link, it is opening Questionnaire. But, it is not coming in CRM 7.0.
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Hi CRM Gurus,
I want to generate a report which gives the details of the questionnaier for leads created in the given date range.
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Hi Chandra,
There will be integration between CRM and BW system and this your basis consultants will do.
Once the integration is set up and when you have assigned the questionnaires to the lead transaction and when you evaluate the survey, then the survey will have qualification is generated and these values will be populated in the BW system in a specific datasource.
So the BW system will pull the values from CRM.
http://help.sap.com/saphelp_crm60/helpdata/en/46/35bcc88578141ee10000000a1553f6/frameset.htm
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Actions for Lead Tx.

Hi Forum,
I am creating an action for lead trans.
my requirement is to open three different transactions of type activity, meeting and task based on each qualification status being set and saved.
so my condition on paper will look like: Qualification Level (QL)
when Q L = cold open Tx: task
or
when Q L = warm open Tx: activity
or
when Q L = ho open Tx: Meeting
Please let me know whether this condition be set in this action, I have created the action profile and the process type i have given method call parameters as activity, meeting and task.
I can also set the condition, I just want to know how do i give the command (say) open Tx: task in the condition editor.
Please help me with this.
Thanx
Neetika

Hi Sathish,
yes your doubt is genuine and in case you know that after qualifying a lead as hot by the sales rep, you can create a follow up opportunity and there are various activities within a opportunity which is called sales assistant and they take you through various phases in opportunity sand estimate the sales pipeline and close the deal.
Normally a lead is a potential intrest exihibted by the customer in your product and normally qualification is the process that takes place to identify his level of intrest using questionnaires and then you feel he is hot then opportunity is created. So ideally there would be very little chance to create a follow up activity transaction for a lead and in case the customer wants you to call him or meet him, all these are captured in the opportunity phases after qualifying him as potential customer. You can create follow activity from a lead and that depend on your business process.
Thanks and if helpful please reward points.
Srini

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Hi Experts,
I am facing an issue in the Web Ic while creating a follow up for Lead. When i am trying to create a followup from lead the Pop Up appears for secting teh transaction type, but it is not showing the Transaction type which had maintained in the Copy control setting, whereas it shows all other transaction which i have not configured.
Any suggestions.
Regards
Arun Kumar

Hi Praveen & Arup,
I am not using any product in my lead creation. Secondly i want to create a follow up as Ztransaction type for Activity where i dont get any item category.
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Also, since the contractor did the work, I don't really know what I'm doing which isn't helping things any.
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There are two main reasons, different but similar, that usually leads to unexplained JavaScript problems.
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Duplication check for Lead and Contact

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Can i confirm that, there is no duplication check for Lead and Contact during the new reacord adding?
I also realise that during the Lead convertion, CRMOD also never check for duplication even i have existing contact available?
Is there anyway for us to activate the duplication check during the Lead convertion?
Regards,
SK

SK,
System can check duplicate if you add external id for record (Lead and Contact).
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UDF for leading zero's in message mapping

Dear team,
I need UDF for leading zero's in my message mapping.
Source and Target both structures contains matnr field.But we have to maintain total 18 chars at target matnr , because RFC in R/3 needed.So I want to add leading zero's when mapping. Can anybody provide the UDF code.
Matnr[source]--->split by value(eachvalue) ->UDF->Matnr[Target]
Ex::if source matnr conatains value "9846538" ; I need matnr value at target side like "000000000009846538"[total 18 chars].
-Drumi

Hi Ambrish,
Good day...
I have enterd what you said and I got below error... and I gave "input" in place of var1, 18 in place of filedlenght in below program...
=================================
int len = Integer.parseInt(18);
int inputLength = input.length();
try {
Integer.parseInt(input);
// If it is an integer, add 0 (len - inputLength) times
for (int i=0; i< len-inputLength;i++)
input = "0" + input;
return input;
} catch (NumberFormatException numForEx) {
// return as it is, if alphanumeric
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====================================
ERROR:
Source text of object Message Mapping: Lubrisur_SHPMNT_SHPMNT05_TO_WMMBXY_WMMBID02_TransferPosting | urn:bp:xi:dwn:lu:common:Logistics:100 has syntax errors:
Function LeadingZeros, Line 1:
cannot find symbol symbol : method parseInt(int) location: class java.lang.Integer int len = Integer.parseInt(18); ^ 1 error
=======================
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Stored Procedure for lead code to be entered in sales order

Hi All,
I was trying to work on stored procedure for lead code not to be allowed to enter in sales order.
It is system behaviour that it is allowing to take even lead code in sales order and add the transaction but my customer wants to block if any one of you could help me out to develop stored procedure.
Thanks & regards-
Monika

Hi Monika,
Try:
If @object_type='17' and @transaction_type IN ('A','U')
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If Exists (Select T0.DocEntry from ORDR
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END
Thanks,
Gordon

How to make a row enabled for lead selection and make other Rows disabled?

Hi,
What I require is:
In a webdynpro table , which can have multiple rows, I want to make the rows which are retrieved fom backend as disabled for selection.
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The Table property "enabled" can be assigned a context , and can be used to control the disabling of whole table.But then if I add the new row to this table, even this will be disabled.
I can set lead selection to a the new row, but if the whole table is disabled, this won't work.
Please suggest a solution for this.
Thanks,
Richa

Do not set the enabled flag to the whole table but to the editors of each column. Bind the enabled property to a calculated boolean flag in the data source node. In the get method of this flag add a code that will make the editor enabled only if it belongs to the lead selection element.
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Requirements for lead management system in sap sd

hii
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no

Different segment in same document for leading and non-leading ledger

Hi,
Is it possible to have different segments derived in the same document for Leading and Non-leading ledgers.
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Thanks Alex for your response.
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HI Experts,
I have created a Questionnaire for Membership Object.
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Is it possible to use questionnaire for other object apart from One Order? As membership Object is part of Loyalty Framework(Marketing)?
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Gaurav Kumar Raghav

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Questionnaire for leads

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