Target group with Contact Person from Organisation

Dear experts,
we are currently on CRM 7.0 SP06.
In segment Builder (GUI) there is an option in context menu for target group which allows us to create a new target group with all the contact persons from an existing target group with organisations.
I know that we have to use the WEB UI. But there I could not find this functionality.
Although we can achieve the same building up our own infoset, I would like to know if this functionaltiy is actually missing, or not supported anymore.
Kind regards
Hannes

H isubash,
thanks for your answer. I know that this funciotnality is not available in WEB UI, although it is provided in conetxt menu in GUI.
Does anyone know if SAP simply not provided this functionality in current releases?
Kind regards
Hannes

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Target group with customers and contact person

Hello at all,
I have the following problem:
I want create a target group from an externel file. This file includs CRM customer numbers and the contact person numbers.
When I use the standard import functionallity I have only the customers in the target group or the contact person. But I need both in one target group.
Is it possible to generate this target group in BW and send it to the CRM?
Thnaks for help
Best regards
Matthias Buchheim

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 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

Help needed to generate new target group for contacts from BP Target Group

In CRM 5.0, we have a functionality in which say we have created a target group (T1) for 10 BPu2019s (organization) and each of these BPu2019s have one or more contact persons associated to them. Now if I want to create a target group for all these contact persons associated to the 10 BPu2019s, in CRM 5.0 I have the option to right click on the target group (T1) and then I get an option u201C generate new target group from contactsu201D. By doing so another target group for all the contacts associated to those BPu2019s will be generated. I am not able to find out the similar option in CRM 2007 (web UI) where in I can create target group for contacts associated to BPu2019s (organization). There should be some work around for this requirement.
Please let me know how to achieve this requirement.
Thanks,
udaya

Hi udaya,
we're also using that functionality in CRM 5.0. I think it would be worth a combined OSS message to get this functionality back in standard if it isn't there.
Best regards
Gregor

Target group with attributes of persons and organizations

Hi,
we are using marketing attributes for persons and organizations.
Now, we want to realize a segmentation for organizations with marketing attribute productgroup xyz and persons with marketing attribute decider.
Is it possible to combine organizations with marketing attributes and persons with marketing-attributes in one target group?
thanks

Hi,
thank you very much for your answers!
Im sorry, I think my description was too short. I have the following situation / problem:
I am using InfoSet CRM_MKTTG_BP_ORG with business partner BUT000-PARTNER_GUID.
My person datasource based on Info Set CRM_MKTTG_BP_ORG and business partner BUT000_PER-PARTNER_GUID.
Furthermore Im using an attribute Set for organizational attributes and an attribute set for person attributes.
Now I want to build up a target group with persons who have specific attributes. The persons should be members of organisations with specific attributes.
Example: Persons with attribute decider should be member of organizations with attribute productgroup xyz.
We are using SAP CRM 5.0. I added the function modul CRM_MKTTG_PF_BP_TAB_TO_CP in my organization Datasource.
But I have problems to build up a profil set and a target group where I can combine the attributes of the organizations and the attributes of the persons. The counting result is 0.
I hope my description is understandable. Thank you in advance!
Volker

Segmentation of Contact Persons from specific BP Organizations

Hi Experts,
I have the following requirement.
I want to select all the Contact Persons of all the Business Partner Organizations in a Country,say US in Segment Builder.
Is there any Standard Info set which will help me achieve this.
Regards,
Arun

Hi,
For segmenting organizations, say based on marketing attributes as data source, CRM_MKTTG_PF_BP_TAB_TO_CP function module assignment in datasource would do the work.
I have copied following from SAP help -
Segmentation Based on Relationships
Segmentation based on relationships offers you maximum flexibility when modeling target groups, especially in business-to-business scenarios. You can now select business partners using filters for both personal data as well as data relating to the business partner's organization. All required information on the business partner, such as contact person, organization, and relationship type is saved with the target group. In the campaign, the contact person is contacted using the address data of the contact person's organization.
You can also use segmentation based on relationships in the business-to-consumer environment. For example, you could segment according to the relationship between father and son to find all fathers with sons in a particular age group.
Prerequisites
You have defined data sources that are capable of providing the business partner relationship information. In the case of InfoSets, this means that the InfoSet itself contains all the fields required to provide the partner function information.
A conversion function is needed for the data sources Business Intelligence Cube and Attribute Set. This function uses a function module to deliver the required information (for example, contact person for an organization). Each relationship type requires its own function module. The following function modules are delivered as examples:
CRM_MKTTG_PF_BP_TAB_TO_CP
CRM_MKTTG_PF_BP_TAB_TO_CP_BW
CRM_MKTTG_PF_FIND_CPS
Features
You can use segmentation bases when performing segmentation with relationships. When creating the profile set, you must decide whether the segmentation basis should be used to select business partners or their relationship partners.
During segmentation, you can display the distribution for both target group members as well as for the business partners linked by the respective relationship (for example, Is Contact Person For).
The relationship information from the target group can be exported and used in the follow-up processing.
It is also possible to perform deduplication for target groups with relationships. For more information, see Deduplication of Marketing Segments.
Example
As part of your campaign, you want to contact all business partners who are younger than 30 years old, have the hobby "Golf", and work in a company with more than 1000 employees. The corresponding marketing mail should be sent to the business partner's company address rather than the private address.
Another example would be a campaign where you want to contact all male business partners from the region "South" and who have more than one child, one of whom is under one year old. During the campaign execution, the campaign letter should be sent to the business partner's private address and should contain the name of the child who is younger than one year old.
Regards,
Piyush

Target Group with Relationship...

Hi Experts,
We are facing difficulties creating a Target Group in CRM 5.0 (SP11). Below are the scenarios how our master data is organized.
1) Organizations with contact persons.(Company ABC having Contact Person = Rick)
2) Person with contact persons. (Dr. Larson having Contact Person = Mag)
3) Individual Persons (David B Allen) (with no contact person relationship)
Now we want to create a target group which should have contact persons of Organizations and Persons from scenario 1 & 2 and Individual Persons from scenario 3.
{i.e. Organization Contact Persons (Rick) + Person Contact Persons (Meg) + Individual Persons (David B Allen)}
If we use FM "CRM_MKTTG_PF_BP_TAB_TO_CP" while creating Data Source it filters down contact persons for Organizations only. Scenario 2 & 3 are not satisfied by this.
Do anyone knows how to create a target group like this ?
Regards,
Vikas

Hi Vikas,
I think you can go with another datasource using standard table BUT000 with BP partner category category as person as you need Persons with and without contact persons in relationship. Which means you need all BPs with partner category as person.
You can assign both datasouces to the single attribute list and create filters for the attributes partner category and the one which you created.
hope it helps.
Reward points if it helps
Regards,
Madhu

Creating Target group with Bi Query

Hi,
I am trying to create Target group with BI query, for that I created one query on real time info cube with 0BPARTNER, 0BP_GUID and selected all navigational attributes. In the query info object properties u2013 Advance setting I selecting u201C Values from Master Data Tableu201D & Access Type u201C Master Datau201D , In query Property u2013 selected u201C Allow External Access to Queryu201D
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I appreciate your help ASAP.
Regards,
Rajiv Jain

Hi Rajiv
I have the same issue with my BI Query. Hope you have resolved by now, if you have please do let me know.
What we have done is, created a BI Query and used this query in in CRM datasource, then created some filters where i can see the objects in the query while creating filters in Attributes List. But when we use these filters to create Target group, its not resulting any results in the query, i mean not brining any values on segmentation area. This issue is only in Production as we have already tested in Test and passed without any problems. But in Production we have this issue, i m not sure why this is happening, i spoke to BW team regarding this and they are not sure eitherl. If you know could you please let me know
Thank you in advance
Regards
shankar

Creation of customer with contact person detials using BAPI

Hi,
What is the standard BAPI for creating customer. I need to create the customer with contact person
details, what BAPI i can use for this, i was trying with 'BAPI_CUSTOMER_CREATEFROMDATA1' by populating structure personal data and copy reference data.. but it is giving some problem like currency is not entered..... can any one send me the sample code with this BAPI. Any help will be highly appreciated.
Thanks a lot in advance.

Hi,
What is the standard BAPI for creating customer. I need to create the customer with contact person
details, what BAPI i can use for this, i was trying with 'BAPI_CUSTOMER_CREATEFROMDATA1' by populating structure personal data and copy reference data.. but it is giving some problem like currency is not entered..... can any one send me the sample code with this BAPI. Any help will be highly appreciated.
Thanks a lot in advance.

Replicate Vendor and Contact Person from SRM to ECC

Hi Expert,
I'm using SRM 7.0 and ECC 6.0 and using extended classic scenario.
any required to replicate vendor master and contact person from SRM to ECC, when we create vendor and contact person in portal, the result should display in SRM and ECC.
My question, Is it possible to replicate vendor and contact person from SRM to ECC? If possible, can you guide me?
Thanks and Regards,

Hi,
sorry..
this problem solved because our client change the business process.
we open screen ECC in portal SRM.
Thanks...

How to get list of FMs while creating Contact Person from User Admin Link

Hi Experts,
We are implementing SAP ECommerce for my SAP ERP. In one of our requirements, we need to develop MASS UPLOAD program which will take input as Contact Person's first name, last name, address and authorization details and create new Contact Person as it is done through User admin link.
To develop above tool, I want to trace all the Function Modules which are called while creating new Contact Person from User admin link.
Please provide your inputs on how I can get the trace of FMs.
Thanks,
Keya

Hi Keya,
For a B2C eCommerce solution, you are looking at FMs BAPI_CUSTOMER_CREATEFROMDATA1 and ISA_USER_CREATE and the table USAPPLREF which holds the reference to the customer and user.
To get the FMs called, you would have to do a session trace during B2C user registration / B2B user creation from UME. You could search this forum on a 'how-to' for doing a session trace or lookup the development and extension guide that provides a lot of useful information.
Cheers,
Ashok.

Creating \ Changing Functional Location With Contact Person.

Hello.
I'm looking for BAPI / Function for creating/changing "Functional Location" with Adding, deleteing OR changing "Contact Person"
I Have found the BAPI's : BAPI_FUNCLOC_CHANGE
BAPI_FUNCLOC_CREATE
but thier is no option to handle with "contact person" .
(SAP Table "IHPA").
Best Regards'
Haim B.

Hello,
Instead of searching for any FM or anything. Go and create a flow thorugh LSMW and change the desired contact person through it..
I assure you this is the best and most efficient way.
first run LSMW and create a flow by changing the contact person of any one functional location and then assign the flow of that lSWM through external notepad file.
Get in the notepad all the desired FL you want to change run that within minutes your job will be done.

Target Group with companies and Contact

Hi Experts,
I am try to generate an emails campaing in CRM2007. The BP in target group are only companies but i need that the emails are sent to the Contact Person of these companies.
I configured partner determination but it did not work.
Can Somebody tell me how I can do it?
Thank a lot!!

Hi,
I am working in it. I found interesting information that it can help me to solve issue. You can see in the following liks:
http://help.sap.com/saphelp_crm60/helpdata/en/84/5d894204e8de54e10000000a155106/frameset.htm
here you can find infoset about relationship
http://help.sap.com/saphelp_crm60/helpdata/en/84/5d894204e8de54e10000000a155106/frameset.htm
here you can find function module for each relationship type
As soon as I have news, I let it to you know
Best Regards

Create target group for contacts does not work

Hi Experts,
I am working on a Markting solution for a University with CRM 5.0.
We need to contact certain Teachers in Schools (they have an orientation function for pupils that might study in the University in the future).
I can segment for schools in Segmentbuilder. Now, I need to generate "new target group from contact". In my case the contact person of the school is the Teacher (function type is contact person). This does not work.
Am I missing some parametrization, or is there a relation to sales area (wich we do not have).
Hoping for your help. I will regard points generously.
cristina

Hi Cristina,
I understand Schools are crated as Org and Teacher as Persons. There exist a Relationship between these similar to Contact Person (BUR001).
Now, Follow the process
1) Create a Data Source in CRMD_MKTDS.
2) Assign an Infoset Query, as per your scenario.
3) Assign Function Module "CRM_MKTTG_PF_BP_TAB_TO_CP" to data source
4) Save, and then create an Attribute List.
Go to Segment Builder and create target group based on above Attribute List.
You'll get a list of all the contact persons. For your case, Teachers.
Hope this helps......
Regards,
Vikas
PS: This will only work if Schools - Org, Teacher = Person and Relationship = BUR001. If you have other criterias please copy Function Module "CRM_MKTTG_PF_BP_TAB_TO_CP" and edit it as per your business case. Then assign this FM in Data Source.

Target group for contacts

Hi Folks,
I need help with a segmentation based on 'Relationships' requirement. In our system a Contact Person is assigned to a 'Partner' where 'Partner' is an Employee in the system (has a BUR011 relationship with the Contact). Also, the Relationship record (between the Contact and Employee in BUT050) will have some addition custom fields which define other attributes of the 'relationship'. As an example let assume the custom field is XYZ and the possible values are A, B, C for this field.
The requirement is to create a Target Group of all Contact Persons where the Partner 'Region' = IL and relationship custom field XYZ = A. From the list of Business Partners I can drill down to the list of Contact Persons, but I'm having trouble filtering the list of Contacts further based on the details of the Employee (Region & Custom field XYZ). Any thoughts on how this can be done with a custom infoset and if the solution approach will change based on whether we do classic Vs high-volume segmentation?
Thanks!
Siddharth

Hi Siddharth,
please refer to the online help of how to perform the segmentation based on relationships:
Segmentation Based on Relationships - Segmentation - SAP Library
The best way to fulfill your requirement is to first create a segment of the employees using the filter criteria mentioned. Then you may use the follow up function 'convert organizations to contact persons':
I hope this also works in your employee - contact scenario.
best regards,
Johannes

Target group with Contact Person from Organisation

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