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

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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 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

Email notfication for Customer and Contact person Created In CRM to the User

Hi All,
In one of my requirement, when a customer and Contact person is created in ECC or CRM a Mail should send to the user who created. There is
middleware setting between ECC and CRM. Mail Should trigger in CRM system only.
I know to trigger email for transaction data using Action Profile.
Could any One guide me to trigger email notification for Master data (Business Partner).
Thanks in Advance.
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RR Pradhan

Good afternoon Pradhan
1.I think it would normally be done through a mini wf which should start on event "partner created".
Your wf should have another step with a custom method to determine the email address and feed it to a container. You would then use this container in a subsequent email step with recipient type "email address".
2.In the case of actions I think you should use as processing time the option : Processing using the Selection Report (Action Monitor) (tnx sppfp)
As processing type you should probably have a method that sends an email.
Most likely the recipient email address should be determined in the same method by reading the attribute BusinessPartnerERM.CreatedBy.
In the scheduling conditions you could use the standard attribute BusinessPartnerERM.CreatedOn, in a combination like BusinessPartnerERM.CreatedOn = Today () ;
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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

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
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Madhu

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

Searching in business partner master data (properties and contact persons)

Hello,
concerning the need of a customer i am asking for a optimizing of the search in business partner master data.
It should be possible by a soon coming patch to have the tabs properties and contact persons available in the search modus.
I hope this is a functionality which SAP looks on like a nice and essential function, too, and can integrate this in a soon coming patch.
The customer is running SAP B1 2005A PL39
The same funktion concerning the properties would be great at the item master data.
This post is concerning the sap support message 842328 / 2008.
Thank for assistence in solving this nessaccary issue.
Michael Hubenschmid
MTF Schaffhausen AG
Edited by: Michael Hubenschmid on Oct 8, 2008 4:18 PM

Hi Susana,
The current system maximum properties are 64. You cannot define more.
However, as an alternate you can check the "Group" in the Business Partner Master Data and then can define different Properties for different Group of Business Partners.
Check this if any help in your case.
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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
In CRM while creating Data source I can see the In objects selected in the query u2013 selected Business partner info object as 0BP_GUID ,In the attribute list I just selected one item Industry code against the above data source, while running the Segment Builder when I selected the industry code it gives me 0 business partner where as I am having 20 BP with that Industry code.
I appreciate your help ASAP.
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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
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shankar

Creating activity without referencing Account and Contact Person.

Hello Experts,
Our client has such a process, sales employee can perform unplanned visits and they record this visit just entering this prospectsu2019 telephone number and name surname.(without entering account ID as the customer data hasnu2019t been created yet in Sap CRM) They require this in SAP CRM as well.
I have been looking for a way how can we manage this. When I create a visit the system asks for Account ID and Contact Person ID. My question is that is it possible to create a visit in SAP CRM without indicating contact person and account.
Kind regads,
M.

Hello!
Every activity in CRM must have activity partner, but you can make this fields non mandatory in CRM - Master Data - Organizational Management - Organizational Data Determination - Change Rules and Profiles - Maintain Organizational Data Profile
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Artur Litvinov.

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I want to know what is the procedure of activating the Business partner and contact person in IS-Media in ECC6.0. In ECC6, SAP has already given this facility so no need to execute any program but if I want to upgrade from 4.6c TO ECC6 then first we need to convert the customer to BP.
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Thanks,
Shyam

If you want to use the business partner functionalityand migrate all your customers to business partners, you can not directly upgrade the system from 4.6C to ECC 6.
1. Upgrade SAP either to 4.7 or higher.
2. Goto t-code [JUPART] and execute all the reports one after another from top to bottom. These should be run only after completing the business partner configuration in SAP.
3. By running all the reports, the customers are migrated to business partners
4. Now upgrade the system to ECC 6.
Hope I am clear enough

Search Help for employee and contact person

Dear expert,
I'm a BSP fresher. We are using CRM 7.0 now. I'm facing a BP search help pop-up window issue, please help on it.
We need a search help pop-up window to search employee and contact person at the same time.
Our user want to search both employee and cantact person (don't include custoemr ->sold-to-party) for activity responsible person. I know the sap standard search help components are different employee, contact person, account.
For example: employee -> BP_EMPL_SEARCH (component); contact person -> BP_CONT_SEARCH; account -> BP_ACC_SEARCH_E. And the component BP_HEAD_SEARCH is for all BP.
It seem that there is no search help component for employee and customer contact person combination. I think maybe we can do a filter by BP role. But I don't how to implement it on WebUI.
Thanks and Best Regards
Michelle

Hi Michelle,
You can create a search help using trx. SE11 and use it in the METHOD GET_V* of your componen/attribute.
in the get_v* method, * means attribute name put this custom code.
DATA:
w_map    TYPE if_bsp_wd_valuehelp_f4descr=>gtype_param_mapping,
t_inmap TYPE if_bsp_wd_valuehelp_f4descr=>gtype_param_mapping_tab,
t_outmap TYPE if_bsp_wd_valuehelp_f4descr=>gtype_param_mapping_tab.
w_map-context_attr = 'STRUCT.ZRESP_FASE'. " Attr name
w_map-f4_attr      = 'PARTNER'.                     "import/export parameter to search help - search help attr name
APPEND w_map TO: t_inmap, t_outmap.
CREATE OBJECT rv_valuehelp_descriptor
    TYPE
      cl_bsp_wd_valuehelp_f4descr
    EXPORTING
      iv_help_id                  = 'PRP_BUPA_EMPLOYEE'   "search help name in your case Zname
      iv_help_id_kind             = if_bsp_wd_valuehelp_f4descr=>help_id_kind_name
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      iv_output_mapping           = t_outmap
      iv_trigger_submit           = abap_true.
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Best regards,
Caíque Escaler

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FM to fill activity partner and Contact person inside a BADI

Hi,
When i create an activity i need to check for a condition and process the activity accordingly. The condition is that when an contact person is entered mistakenly on the activity partner field then i need to move to the contact person field and also find out the corresponding activity partner and fill it.
For example, if i enter 123( assuming this to be a contact person) on the activity partner field, then i need to find what is the corresponding activity partner for this contact person(Assuming ABC to be the activity partner). I need to fill ABC on the acitivity partner field and 123 on the contact person field. I tried using ORDER_SAVE Badi for the same. The badi gets called and i am able to read the curent value from ORDER_READ FM. I just don't get as to how to fill the activity partner and contact person inside this BADI. I am not able to find any FM for the same. Can i request some help pls?
Thanks,
Venkat

Hi,
maintain the partner change on document manually and debug this FM to see what should be the inputs.
Maybe you are missing sth.
Other way, better, would be using crmv_event tcode. there you can register your FM that will change partner on document.
you can assign this FM for eg. to event AFTER_CHANGE and object PARTNER, and transaction category like Service Process.
you can read /people/radoslaw.stefaniak/blog/2009/12/16/crmvevent--what-is-it for more information.
Regards

Target group with customer and contact person

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