Recurring/ Periodic Campaign setup

Hello CRM Gurus,
I need to set up a recurring campaign in SAP CRM system where the TG is getting updated every hour.
I maintain a campaign and assign a TG to it, do the required settings in Campaign Automation mode (Selecting periodic campaign check box and filling up the period type, No. of periods boxes) in it and Start the campaign.
A batch job will got set up automatically in the system and maintain Activity transaction for the customers in TG as expected.
But the issue is that although the campaign should run every hour as per the setting made, this is not happening.
The client want the process fully automated without any human interference. Can any 1 please let me know how to achieve the objective mentioned..
The questions here are,
Do we need to create a new TG for every execution or overwriting on the prior 1 will be fine.
If we are making new TG, how to delete the existing assigned TG from the campaigns as system is not allowing to delete the TG saying "Segment * has already been transferred to a channel"
Lastly how to make it run every hour, as i have many campaigns like this and cant set a batch job for 1 specific as i don't have idea how to create the variant for all the campaigns
Thanks in Advance
Cheers!!!
Ajay

The Periodic campaign option given in the Campaign is not working for me, that might be a bug in SAP system only.
But the functionality is being achieved by setting up a job while running the campaign from the Campaign element. It runs fine but only problem is that you need to manually delete the scheduled Batch job when you want to end the campaign, there is no functionality of No. of periods while setting up job in campaign element.
In my case the campaign is for ever so i don't need to stop is ever, you may contact SAP directly if you need it for particular cycles/ periods.'
Cheers!!!
Ajay

Similar Messages

Campaign Automation – Periodic Campaign. How does it work properly?

Hey guys,
I would like to start a period campaign (once per week over 52 weeks). Depending on the survey answers I get back from business partners, I would like to create weekly new target groups (where I want to collect the business partners in 3 groups: partners who answered yes, partners who answered no and partners who did not react to the survey), a new telephone list (with communication channel u201CFile Exportu201D  for partner who answered no) and u201CThank-youu201D (for partner who answered yes)-as well as u201CReminderu201D(for partner who did not react at all)-emails.
Unfortunately the realization does not work as I hoped. After my second period started only the survey email will be send out again, but the target groups are not getting updated anymore and the jobs (after the business partners send back their answers) do not get triggered so no new target groups, telephone lists or emails are getting generated after the first period.
Here my questions:
u2022     Why does, after my second period started (automatically), only the send out of the survey email works but no connection jobs get triggered after the answer are coming into the system, as sending out the u201EThank-Youu201C Mail, update of target groups or generation of the telephone list? Which of my setting could be wrong? How does the set-up of the campaign automation need to look like so that this will work?
u2022     To my knowledge, generated target groups from the first period need to be emptied again automatically (or at least be set back to the old condition) before the second (third, fourth, fifth etc.) period starts, so that this one can be executed correctly (e.g. partners who answered yes in the second period can be collected correctly this time without getting mixed up with partners who said yes in the first period). How can this be accomplished? Is there a Badi for this? Anything else?
u2022     In case there is really a way, that I can set target groups to the u201Coldu201D condition, where can I see e.g. the generated telephone lists or target groups from previous periods? Where does information like this get saved? In the campaign automation itself only the last information can be found and old information probably get overridden with the next periods information so where do I find the information from previous periods? Because I am pretty sure that you would like to be able to control who e.g. did not react to the campaign six periods before or which business partners said yes 10 periods before.
It would be awesome if anyone could give me some answers or information where I might get answers to that problem or how I need to set up my campaign so that my requirements can get implemented.
Thank you very much in advance!
Janine
Edited by: Janine P. on Nov 24, 2011 11:05 AM

Hi Sapan,
this is what SAP answered me:
"As per my understanding, this requirement could work, but this might
cause Human errors, thus creating issues for your functionality.
Ideally, the Periodic campaigns are meant for multiwaves itself, but
the Target Group is the same in all the waves. However, if you wish to
change the Target Group during the Campaign Period, then this could
cause manual errors, thus leading to disruption of the normal flow and
thus the Campaign itself.
Also, since the process would anyway involve manual intervention for
changing the Target Group, you could also Copy the already existing
Periodic Campaign and create a new one having the newly created Target
Group.It would take hardly 5 min extra and the naming conventions would
help you in maintainence or reporting at a later stage as well.
For Example:
1st week : Periodic_Campaign_1 and Target_Group_1
2nd week : Periodic_Campaign_2 and Target_Group_2
52nd week : Periodic_Campaign_52 and Target_Group_52
Therefore, I would suggest you to go ahead with this approach.
However, if you still wish to try out the single Campaign for the full
year(52 weeks), I would suggest you to try out an example campaign with
the below inputs:
1. Create the Marketing Attribute questions and assign them to the BP's.
2. Create a Profile which holds these Marketing Attributes.
3. In the Periodic Campaign, use the Workflow 'Create TG and Channel
Transfer'. This would create the Target Group using this profile and
also send mails to this Target Group.
4. Make changes to the Profile parameters during the campaign sleep
period(after the 1st execution is over and before the 2nd execution,
and so on)
You can test for Period type 'hours'/'days' using such a campaign and
test if it works correctly as per your requirement. "
Hope this helps.
Kind regards,
Janine

Period Incorrect Setup

Hi Experts.
Our client is running SBO 2007A SP00 PL45.
Their financial year runs from 1st January to 31st December.
They have incorrectly setup 2010 as a single period instead of 12 calendar months.
They have entered transactions into this period and so it can't be deleted and setup again correctly.
Is there any way we can dig ourselves out of this hole?
Your thoughts would be appreciated.
Kind regards,
Julie Coppins

Hi Julie
Once they have posted, you are in a bit of a hole! There are some articles on this subject on the wiki
I have just re-built a database as the customer changed their FY but alrady had postings. We restored a backup, deleted the incorrect periods, re-added the new FY and then imported all of the transactions again...
You have some options, they are listed below: Good Luck
Peter (let me knwo if I can assist further)
It frequently occurs that posting periods are defined, postings have been made & then a decision is taken to change the posting periods from, e.g. months to year. SAP Business One does not allow the change of posting periods as soon as there has been a journal transaction. There are 2 options to correct the posting periods. It will depend on the circumstances & the number of transactions which method is the most suitable.
Option 1 (preferred solution):
Roll back to the last backup of the database before the first posting was created using the new period:
1.     Identify all delta data that has been added to the database since the first posting has been made in the period to be corrected.
2.     Export this data by either using the 'Export to Excel' functionality or export from a 'select' SQL query.
3.     Reinstate the backup & create the correct posting period, backup the database.
4.     Import all delta data.
Using this method, the integrity of the database & the appropriate sequence of posting periods is retained. All reporting can be done according to the correct periods.
Option 2 (technical alternative, use only if Option 1 is not possible):
Example 1:
The Posting period is defined as 'Months' when it should have been 'Year'. There have been postings in the periods. In this example, the first 4 months have postings. The current setting is as follows:
All periods that do not have postings yet can be deleted:
1.     Administration -> General Settings -> Posting Periods -> open the period
2.     Rightclick in the 'Posting Period' window & select 'Remove'
Once only periods are left that have postings, perform a complete period end closing including all reporting. Backup the database.
Create a new posting period as follows (Caution: Check if your customer uses period indicators & adapt appropriately):
Ascertain that the 'To'-posting date is correct.
The new fiscal year starts at the first day of the new period. Any subsequently defined period will start at 01.01.2009.
Example 2:
The posting periods should be set per month & have erroneously been defined as per year.
Restrict the current posting date range to the next logical date, e.g. with a current date of 21.04.2008, the last posting date for the current period should be set to 30.04.2008, such that the next period starts on 01.05.2008.
Create a new period as follows (Caution: Check whether your customer uses period indicators & act accordingly):
As sub-periods choose 'Months' & then set the number of periods to '8' (May, Jun, Jul, Aug, Sep, Oct, Nov, Dec). Click on 'Update'.
SAP Business One will then automatically create the required periods. On the last day of the current period take a backup of the database.
Once all transactions have been entered into the 'old' period, perform a complete period closing, including all required reporting.

Period for Setup table Fill

Hi Experts,
Is there anyway of giving time ranges for filling up sales order & billing document setup tables?
LIke, i want to fillup setup table for sales order for the month of Jun to August 2007.....can do this?how?
Any help is appreciated.
Rgrds,
Vaishnavi
Edited by: Vaishnavi S on Apr 17, 2008 5:34 AM

Hi,
I think you can. I believe you are trying to fill setup tables using some selections (probably to minimize init down time).
This should help.
Fill the setup tables with already closed values and then fill up again with open values.This will reduce the down time.
Initialize closed periods first in which users wont enter data ( for example in 2007 or 2006), this initializations can be done while users are working. Then the initialize last period at night/weekends.holidays etc.
If you know documents that are in closed periods, and you are sure that these documents can no longer be changed, you can only fill the SetUp tables for these documents or only for these periods, by continuing to post in open periods. You then initialize only for these intervals, delete the setup table, and only then do you fill the setup table with the rest of the documents this procedure can drastically reduce the downtimes of your system.
However, there is a risk that user exits (and in LIS, formulas and conditions) can be used to retrieve documents that are in periods that are already "closed periods".
One more thing what you need to bear in mind is, to check if there are any Scheduled jobs which are updating the transaction tables, which would definitely cause Data Reconciliation Issues.
Multiple init
Thanks,
JituK

Posting Period incorrectly setup as Year instead of Month with transactions

Hi,
User has created posting periods wrongly, it should be months and they have set it to year. There
are transactions posted to the first two periods - Jan 2010 and Feb 2010.
Any suggestions how to resolve this issue?
Regards,
Priscilla

Hello Ms Tan,
The only suggestion I can give you is consulting the document called:
Business One in Action u2013 How to Correct Posting Periods?
You can google the exact sentence above and you will find it:
http://www.google.ie/search?hl=en&source=hp&q=BusinessoneinactionHowtoCorrectPostingPeriods%3F&meta=&aq=f&oq=
Regards,
Marcella Rivi
SAP Business One Forums Team

Wrong posting period setup

Hi,
I have a customer whose posting period is setup wrongly. Their fiscal year is from Oct to Sept but their posting period has been setup from Jan to Dec.
They have made transactions from Aug 08 till now. Kindly advise is there any solution to correct this?
Thanks.

Hi Fabian,
Please check if this thread can be helpful:
How to Delete or change a fiscal period in 2005 A
Thanks,
Gordon

Daily Birthday campaign(Wishes)!!

Hi Friends,
i have a requirement to send birthday wishes to customers and employees automatically on daily basis using campaign automation.
We used campaign automation process to send the wishes. when we release the campaign it executed successfully and sent wishes on the same day only(on campaign released date). We used a standard infoset(CRM_MKTTG_BP_BIRTHDATE) to create the profile set.
how do we meet our requirement (to send wishes on daily basis automatically).
Thanks,
Ramesh.p

Hi Shabbir,
In the starting node of Campaign Automation screen After checking the Check box for Periodic Campaign field, By maintain the value for the Period Type as Daily and at Number of Periods as 30 or 365 (Depends on the period of the campaign) maintained. At the Field of EVERY --- Days Maintained value as 1.
Selected attribute source from Info Cubes and created Birthday Target group . By assigning Empty Profile of Birthday target group to the campaign element and Communication medium as E mail and maintaining Form for Email. Maintain dates and Release the campaign. It's executing the campaign on daily basis.
Thanks,
Ramesh

Down Payment with P&L setup

Hi Gurus,
need some help here, currently im using sales contract creation with periodic billing setup and issue Down payment request from VF04 for billing due.
1. im intend to setup DownPayment which have P&L account being setup. Currently i cannt see any P&L During request or Payment received. please adv.
2. When i create downpayment request from Sales contract , its created as noted item.
should i proceed with F-29 and continue with F-39?
when i proceed with F-29 , should i match with document from sales contract to clear off?
when i manage to clear-off the payment and request, is it necessary proceed with F-39 still?

1. F-37 Customer Down payment request. Noted Item.
[R] GL entries appear using my customer number instead of Special GL Account.
is that normal?
2. F-29 Customer Down payment with reference to customer DPR (Button 'Request' )
posted item and SP GL Item.
[R] what is "posted item and SP GL item" meaning?
i did select request and simulate and continue with post action.
3. F-22 customer Invoice.
[R] what posting key that i should put?
should i choose "post with reference"?
4. F-39 Clear the customer down payments.
5. aginest Invoice clear the customer down payment is called clearing of DP.
[R] what is "aginest" mean?
what is step no.5 should do ?
is this will bring P&L account?

CRM 5.0 Marketing Campaigns - Send survey on IC Webclient ticket...

Hello Experts,
I hope someone can help me with the following:
We are using IC Webclient in a B2B Szenario and want to monitor our customer satisfaction (according to the quality of our service) over a long period. Now our target is the following:
Every day a couple of customers should get an eMail with a questionairy. BUT: Only those customers should be taken into account that have accepted/ closed at least one ticket on that day. If they answer they get an "Thanks for participation"-eMail.
Now our idea was to use the campaign automization for that (CRM_MKTPL).
First I would create the personalized eMail with transaction CRMD_EMAIL. Second the survey with crm_survey_suite. (This is easy)
Third I would create a new target group, which is a little bit more difficult. My idea was to create a new table + extractor in which I put all customers that should receive the mail. Every day I change the content of the table, so that my target group always has the same name, but different customers. Then I would start a periodic campaign (run daily) that sends an eMail with the survey.
My problem is that I don't know whether I can change the members of a target group in a running campaign or if I have to use some badi / modification or whatever to realize this. Has anyone of you had a similar problem and could help me with my problem? I tried my ideas, but somehow it didn't work (he says everything is fine, but no eMails are sent from my campaign element). Now I don't know if I'm to stupid to get it working or if there is something wrong with my idea.
Any Ideas/ proposals would help!
Thanks beforehand for helping,
Rainer
PS: Points will be rewarded ;o)

Hi Rainer,
It is possible to refersh the same target group daily. You will have to schedule a background job, which must daily update your target group.
Now How do we create a target group? for this your datsource can either be created from infosets or a BW infocube. The logic behind both will be two query the database to find the service tickets created today, check their status ( you can use CRM_ORDER_READ) and get the business partner number from it.
And ofcourse your campaign will be a periodic campaign.
Regards,
Shalini Chauhan

Issue with Fiscal Year Varient Period modifications for 2012

Hi All,
Can you please advice how the Fiscal Year Varient modified periods be transported to different clients.
The issue is, we have 2012 Periods already setup in DEV and transported to QAS and PRD, now the clinet came up with different periods for 2012. I have modified the periods as requested and captured them in transport.
When the new transport was sent to QAS, the new periods are appended to the old periods, instead of replacing the old periods.
any help is much appreaciated.
Thanks
Shasha

Hi All,
My issue has been resolved, we figured out that we need to delete the existing calender and capture that in transport and then recreate the calender for 2012 with new periods and capture this in the same transport and this works.
Instead of deleting the existing calender we changed the values before, which is the reason it was appedning the previous periods and the new periods.
Thanks
Smitha

How can I customize a recurring appointment, e.g., every second Saturday?

Using the ipad or iPhone, I have not been able to create a customized the recurring period for an event. I have had to go to my outlook calendar on the pc then resync with the iPad. Any suggestions?

With the iPad calendar you could set your event on a Saturday, then choose Repeat, Every 2 Weeks.
You could also consider buying the app Week Calendar, which offers plenty more options than the built-in iPad calendar.

YTD or Periodic ? Also the impact of Force Closing parameter

Dear expert,
I have 2 question :
1. YTDINPUT in Application Parameter :
Is there any concern if i put the parameter with Periodic ? For Example : Any function in bpc that cannot run in periodic data, maybe carry foward function?
What is the major consideration when i have to choose the periodic or ytd parameter?
2. In automatic adjustment at the business rules detail.
There is column named Force Closing.
I put the Source Flow is F0440 = ( Closing Balance Type )
I Put Destination Flow is Blank ( From what i'm read, it will write same as the Sorce Flow )
And I put The Force Closing is Check
Is that any problem with that ? Like Double data ?
Thx
Suprapto

Dear Wandi,
Thanks for your answer, but i think i need to be clear with my question:
For case no. 1:
I see in BPC Documentation, the recommended value in YTDInput Paramter is YTD and not periodic.
Why the recommended value is YTD ?
Out of the customer needs, what is the best pratices in bpc to store data in Legal Application , YTD or Periodic ?
Because, BPC comes with great function ( store procedure, business rules, etc ) example : business rules can set up to carry foward the value ,
If the parameter set to periodic, is the function that created in bpc will have to re-script again to make the value carry foward ?
Please see my cases not just only in carry foward case, but the consideration if the periodic is setup then what features in bpc that i have to re-create again manually in script.
For case no 2:
My service patch is 7.0.112
IF my settings is like that ? is it will create a dupplicate value ?
Because the source value is the ending balance, the destination is ending balance and the force closing is check.
From what i'm read in document, the force closing will create value in the ending value. Am I will create dupplicate data if the source value is the ending balance, the destination is ending balance and the force closing is check ?
Thanks for your help.

Recurring events in outlook not showing on iPhone

Hi,
Trust you all are well.
I have outlook 2010 with exchange 2003 + iPhone 5.
I have recurring calendar events setup in my outlook calendar, when I edit a recurring event in my outlook the updated request does not sync with my iPhone and does not for example – move the event to a new time slot or date on the iPhone, but the changes do reflect in outlook + all the other recipients receives the new time or date change. When I change the recurring event on my iPhone the changes take effect on the iPhone, but the changes does not reflect in outlook. This is really frustrating as meeting is missed and it causes confusion among the recipients if a meeting is still on on not when traveling and using the mobile device. What can I do to get this solved – This only happens with the recurring events, with a normal calendar event I’m able to change on the iPhone to another date or time and this do update the outlook calendar.
Please let me know what I must do to get this sorted – we are in the process of upgrading our Exchange Server to – Exchange Server 2013, but we have some complications with the upgrades and might still take a while.

I am having the same question with my iPhone 5. I'd love to know if you found a solution to this problem.

Timekeeper Period

Hi,
While entering time thru timekeeper responsibility, the period LOV shows lots of period starting from 2002 to 2012. Is it possible to restrict it? The self service interface does not show so many periods.
I believe there will be a preference by which we can control this. Can anyone guide me?
Thanks
SA

Hi
The timecard period is controlled by a preference in self-service. But this doesn't apply to the timekeeper form!
In order to manage the timekeeper's list of values for this field you would need to change the start date of the recurring period record. However, this may cause problems if you want to make it later than the earliest time period you have already used.
I'm afraid this is one of those areas of OTL which doesn't quite 'join up'.
Regards
Tim

ESYU: "Open/Close Periods" 와 "Control Purchasing Periods"의 차이점

Purpose
Oracle Purchasing - Version: 11.5.10
FORM:POXSTCPP.FMB - Control Purchasing Periods GUI
FORM:GLPRDED.FMB - Open/Close Periods
"Open/Close Periods" 와 "Control Purchasing Periods"의 차이점이 무엇인지
알아본다.
Solution
1. Purchasing Periods 관리
(Purchasing-->Setup -->Financials --> Accounting-->Control Purchasing Periods)
Control Purchasing Periods는 Purchasing Period를 관리한다.
Purchasing periods는 Receiving Sub Ledger에 ledger 입력을 관리한다.
Purchase Orders와 Receipts(만일 PO를 Inventory로 넘겨줘야 한다면 transaction date는
Inventory Accounting Period 안에 있어야 한다) process를 위해서는 Purchasing period는
Open 되어져야 한다.
만일 예산 관리/Encumbrance Accounting을 사용한다면, Purchasing은 PO distribution과
Requisition distributions에 입력된 GL date가 open Purchasing period 안에 있는 날짜인지를
검토한다.
만일 집중화된 Procurement를 사용한다면, Purchase Orders와 Receipt process를 원하는
모든 Business units 안의 Purchasing Period는 Open 상태로 남아 있는지 확인해야 한다.
2. Open/Close Period
(Purchasing-->Setup-->Financials --> Accounting-->Open/Close Period).
이 화면은 GL periods를 관리한다.
GL periods는 GL에서 posting과 journal 입력을 관리한다.
Reference
Note 394361.1

Hi Vamsi,
Thanks for your response and our company metalink account has been expired, and Oracle no longer support us.
I want to confirm that, do you mean that I update the adjustment month on gl_period_status, then the system can generate the 'missing' inventory accounting period and purchasing period, and also other periods that should be existed?
Thanks for kindly help!
Joseph

Recurring/ Periodic Campaign setup

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