Target Group in a Tour and Activity Scheduling

HI.
Right now I am working with the visit plan functionality in CRM 7.0. I am trying to create a tour and then an activity scheduling. My question is: Can I insert a target group when I am creating the tour or the activity scheduling? or I have to insert one by one each account number?
Thanks and regards
Alejandro

Hi, does anybody has an idea about this issue?

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Visit Planning and Activity Scheduling

Hi ,
Do somebody have a presentation on Visit Planning and Activity Scheduling ? We want to make sure we can use the functions as SAP intend them to be used . Thank you .
Regard's
Christophe

Hi Christophe,
You also have a presentation about this subject at sap support portal, at following link (you'll need a 'S' user):
https://service.sap.com/~form/sapnet?_FRAME=CONTAINER&_OBJECT=011000358700000671202009E
Check if it helps!
Kind regards,
Garcia

Target Group Member List Display and Output to Excel

Hi all,
I am using CRM 2007. On the Web Client I want to output to excel a target group with 7000 accounts. I have 2 users. One User when the target group is selected can see all the details of all 7000 in the target group members list and when exported to excel all 7000 accounts are listed in the excel file.
With the second user when the target group is selected only the details of 100 accounts are visible in the target group members list and when exported to excel only 100 of the accounts are output.
The 2 users have the same roles and parameters and the personalize icon next to the excel export button also have the same settings.
Does anyone know where the setting is that will allow the second user to output all 7000 on the list?
Help would be greatly appreciated.
Thanks,
Jonathan

Hi Jonathan,
Open a Profile Set with user2.
Push button "Graphical Modeler".
When the modeler is loaded , Press button "Settings".
On the upcoming popup, you can change the number of members that are loaded to the Target Group Member list in the WebUI in the field "Number of Members Displayed".
Most probably, this field is empty for your second user, so the default of 100 is used.
Note that a maximum of 9999 members can be loaded to the list in the UI. For bigger Target Groups, you must export the list to the application server using the "Export to File" button on the Target Group WebUI page.
Hope that helps & Best Regards
Klaus

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

Target Group to Channel Job

Hello
When we use the "Target Group to Channel" Job, and assign a template activity that has a product associated, this product isn't copied to the activities created for the job.
Does anyone can help me?
Best regards

I have checked SWU3 and all is OK.
WS14000060 - Send Target Group to Channel is the workflow that isn't starting.
I've checked the agent assignment and it is set as general task which is what the implementation document says to do.
Regards
David

Accumulate output of Terminal process across Target Group

I have a process (Workflow?) that I execute on a Target Group of terminal Targets. I want to gather all the outputs of the Execute Terminal Commands into one place for processing.
Concatenating it to an Output variable doesn't work. Each Target has it's own, with only it's output.
Even writing to a file doesn't work. Eventually, two processes try to write at the same time and one fails.
Concatenating it to a Global Variable seems to work. But it seems like there must be a better way.

Currently CPO does not support running(or in this case broadcasting) a single activity or child process to a target group.
Here's why and some background.
Assume we have 10 targets in a target group.
You start process A against those 10 targets, what CPO actually does is spawn 10 process instances each against *1* target from that group. It does not spawn just 1 process instance.
Now assume you call child process B or an activity inside of a process. Even though you can select a target group that is only good for the parent process (or top process) level. Once you make that a child process, it operates similar to an activity.
Here is why you cannot (currently) execute a child process or activity against a target group...
And this is a discussion that has been running for some time, but how do you determine to the parent process if that child process was successful or failed? Some would argue it must be 100/100 for success, any failure is failure. Some argued that as long as it's better than 50% that's success. Some even argued that it should be just 1/100 for success. And that shows the main issue in allow child processes and activities to execute on target groups, which to this point is not supported or developed into the product.
I understand your use-case and you can accomplish the same thing in the following manner:
1) Set your variables in your parent process
2) Use Find-Target to find all the targets in the group you want to execute against
3) Use a For-Each loop to for-each through all the targets and then place the child process inside of the for-each loop and on the child process have it use the target item in the for-each loop iteration
Now If you really want it to mimic a target group or broadcast, I would then go and select the child process(inside of the parent) to execute asynchronously. (see below SS)
Normally if you leave this unchecked each process would wait for the previous one to complete before starting. With that checked the for-each loop will continue pass each one, not caring if one succeeded or failed. It will just start them all in succession.
I cannot remember if there is already an ENH for the target group @ activity level/child process use-case, but if not, feel free to open a TAC case and suggest it, or if there is already one, they can give you the ENH number. (as I said, I think there is one, as it's been a long running discussion topic)

BAPI to build target group for segments

Hi all,
I looking for a BAPI that builds target group for segments and not for profile sets.
Transaction CRMD_MKTSEG allows to create TG in two ways :
- Build for Profile SET
- Build for Selected segment
BAPI_TARGETGROUP_CREATE is like u201CBuild for Profile SETu201D, since it requires a profile set guid as input
I have not found anything to u201CBuild for Selected segmentu201D, putting as input only a Profile.
The reason is that I need to "refresh" every day the target group and it is possible only if I create a TG for segment and not for profile set. In this second case the TG is frozen and no more refreshable,
Thanks.
regards
Emanuele

Hi Emanuele,
There are three types of Segments:- Profile Sets, Target Groups, Profiles.
(You can check this yourself:- Go inside Find segments, then choose Advanced Search. You will get option to find Marketing Segments based on whether they are Profile sets or Target Groups or Profiles )
It means Profile Sets is also a type of Segment. So i am bit confused with your question.
If i understand your question correctly, you simply want to create a target group which should be refreshed automatically on a daily basis.
You can very well achieve this daily refresh by building the Target Group in Background Mode. While creating a Target Group there are two modes possible :- 1)Build Target Group in Dialog Mode 2)In Background Mode.
So u need to build your Target group in background mode and While creating the Target Group in Background mode:-
Select the Checkbox "Active"
Do not select the checkbox "Modelling Completed".
Hope this helps in resolving your issues.
rgrds,
Randhir

Member of Target Group: Contact record updated

We are creating a target group for a Campaign and several of the contacts had to be updated (changed Companies "Account" for instance) and the new data for that contact is not reflected on Members list, shows old data (old Company "Account").
Without removing the member and re-adding, are we missing something or once they are added it holds the old data?
We can find this down the road to be cumbersome when copying target groups and/or when using the same target group for other campaigns
if a contact record is updated and the information is not matching to the member data.
Any insight appreciated!

Hi Gina,
once the members are added to a group and after if you do any changes on the master data these changes wont reflect in the group already created, you should remove and save the group after again add back this time the new changed data will be updated.
hope this clarify your issue.
Regards,
Suresh

How to define the "target group" in STMS?

Experts:
We have a ECC landscapes with many clients on DEV and QAS.
The previous basis admin created 2 target groups at STMS.
The first TARGET GROUP has both DEV and QAS clients as the target systems in its definition.
The second TARGET GROUP has only the QAS clients as the target systems--so many QAS clients show up in both Target GROUPS.
Could you help explain why we need the second TARGET GROUP since all target systems in the second TARGET GROUP already show up in the first TARGET GROUP.
Thanks a lot!

The second TARGET GROUP that has only the QAS clients can be used where a transport only needs to be send to QA systems/clients and not to Dev clients.
An example would be client independent objects, you don't need to move them to rest of the Dev clients but need to be moved to QA.
Hope this helps
Thanks,
Naveed

CRM Target Groups and Product Segments - BW and BPS settings

Hi gurus,
I have some questions regarding the CRM Target Groups and Product Segments as it relates to BW and BPS planning layouts.
1. When a target group is created in CRM, is it supposed to also be create master data entry for the object 0TGGRP_ID in BW? If it is, what kind of settings need to be made to ensure that? When we create target groups in our CRM instance, we donu2019t see the master data being updated for the 0TGGRP_ID info object.
2. Where exactly (in BW) is the relationship between the target group and the underlying customer/business partners stored/updated? We have a requirement to use target groups for defining the trade promotions and still being able to explode and plan on (individual) customers in the embedded BPS Planning layout. I believe that we need to have target group and associated customer assignments stored somewhere (?) in BW and use BPS characteristic relationships to populate all the possible combinations for a target group ID being passed from CRM. Am I correct in my assumptions? Any ideas if SAP has already delivered something similar in the BPS business content for TPM?
3. We are planning to use product segments to define the trade promotions as well. I believe BW info object is 0CP_SEGMENT. Similar to what I mentioned in Question 1, I donu2019t see any master data being updated for 0CP_SEGMENT. Am I looking at a wrong BW object or missing some key settings?
4. Where is the relationship between a Product Segment and the associated products stored/updated in BW? How do I create a trade promotion using a product segment and make the BPS planning layout populate individual products in the lead column?
Thank you for your help

Hi Anna,
After reading your post, what i understand is that there is no existing relationship present in CRM system between the Org BP and the contact person BP.
As per my Knowledge in order to create a Target group with Contact Persons you should have an active relationship persent in the CRM system bewteen the BP and the Contact person.Now as your sceanrio suggests that the Contact person's are present in the BW system but not in CRM, i would assume that the relationship also exsits in the BW . So if it does then your BW team should be able to help you in creating the necessary infocube with there analytical tools and you can then use there cube as the datasource and create the necessary Target Group with Contact persons.
Comming to the second part of your question, your guess is absolutely right but to give you more detailed infomation , the BP ID is converted in a unique GUID and this is passed into the program to retrive the necessary information from the BP after the campaign is executed.
Hope this helps!!
Regards,
Naveen

CHaRM - Target group and Virtual System

Hi,
Could anyone let me know if Virtual System and target groups could be used with CHaRM?
Current set up with three systems/clients works fine, however, for a new project with active STMS version with target group and virtual system, even the task list is unable to be created.
Can you please help?
Regards

Hi,
As far as i know, you can't use virtual system for ChaRM.
Regards,
Sanjai

Change Management and Target Group in STMS

Hello, We use the Change Management (SolMan 4.0). Up to now it works fine. We deliver always one client in the System (E33.002; T33.002 and P33.002). Now we try to change this. We will deliver more than one client in every system at the same time (to have always the same status in every client). So we use Target groups in STMS. This works fine if I do the transports manualy. But if I try to do it with the change management it doesn't work. The change management still deliver one client (002).
Can someone give me a hint?
Best regards

Hi Jose,
check below link.
Leads not getting created via ELM
Rgds
Hari

Creation of Campaign Id and assign Target Group to it.

Hi all,
I am facing a problem in creating a Campaign Id. This is the first time i am working on CRM Marketing Campaign, and i dont know the process of creating a Campaign id for a Target Group created for BP's. Please do help me in providing me any program or link where i can find the sample programs for creation of campaign id, Campaign Element, Profile Set, Target Group, Assigning BP's to Target Group.. I am presently using the below mentioned function modules/BAPI's for creation of Profile Set, Target Group etc.,
For Profile Set Creation:                                         BAPI_PROFILESET_CREATE
For Target Group Creation:                                    BAPI_TARGETGROUP_CREATE
For Assigning Target Group to Campaign:             MKTPL_TGGR_ASSIGN_CREATE
for Campaign Element:                                            MKT_ELEMENT_CREATE
Please provide me complete program to explain the above.
Thanks in Advance,
Nagesh Thanneeru.

hi,
Target group is a group of BP, like a BP list. It's a kind of master data which can be used in business transaction.
And profile set is a base of target group, just like Product Hierachy and Product category. Each target group should belong to a profile set. So create the profile set, before you create target group.
Campaign is a kind of Marketing element of CRM Marketing. In campaign, it need the BP or BP group or Target Group as its campaign objectives. Just like Customer of Sales Order, Vendor of Purchase order.
Campaign can be assigned several target groups or BP or BP groups in it.
So if you want to create campaign and assign target group to it, the steps is:
1. create a profile set by BAPI_PROFILESET_CREATE
2. create target group by BAPI_TARGETGROUP_CREATE, in this calling, you will use the profile set created before.
3. create campaign by MKT_ELEMENT_CREATE
4. assign the target group to your campaign, by MKTPL_TGGR_ASSIGN_CREATEl, the target group comes from step 2, the campaign comes from step 3

Transport Layers and Target Groups

Hello,
Can one transport layer be assigned to two different target groups? We have some number range changes that are automatically trying to go to our FIX_QAX target group since it is config, however, the transport cannot be generated because the config is part of package KEG0 which is set up currently as part of the SAP layer which only handles the FIX_IND target group. I was thinking of making the SAP layer go to both target groups FIX_QAX & FIX_IND. Is there any danger of this?
Thank you for your time,
Erin Byrne

i think we can't assing a transport layer to 2 different target groups. and, even connection b/n 2 target groups is not possible. i am not sure, if we can use the same transport layer (SAP) twice.
the alternative way is.. manually (copy the data file and cofile in the other tranport domain) import the request.
hope this info helps.
regards,
Rajesh.
<i>pls, award points</i>

Transport target group and routes setting for 2 system landscape

Hi!
I have 2 system landscape (DEV with 2 Clients, 100 CUST and 200 TEST and PRD with productvie client 100).
Currently I have the standard TMS configuration for 2 systems (with tranport layers/routes ZDEV and SAP) .
Now I have to set up my TMS settings client specific
(Development in DEV 100 and transport to the DE 200 TEST and PRD 100).
I have created tranport target group /B-DEV/ with both target goals:
DEV 200 and PRD 100.
<b>What are the further settings for transport routes?
I assume, I have to delete the existing routes ZDEV and SAP?
what are the next steps? </b>
Thank you very much
regards

Ok, I have in DEV system:
Client 100 (Customizing)
Client 200 (Test) (it can be considered as replacement of QAS-system, because we only have 2 systems)
PRD system
Client 100 (Productive client)
So we would like to set up the transport management system client specific, in order to develop in DEV 100 to test in DEV 200 and to use the transports in PRD 100.
Thank you very for your help
regards

Target Group in a Tour and Activity Scheduling

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