TPM- Status management for Funds and Fund Plans

Hi Friends,
Could anyone please tell me where do we create the status profiles for TPm and where do we assign the Status profiles to the Funds and Fund Plans.
Looking forward to your reply.
Thanks in anticipation.
Regards,
Neeraj Sharma

Hello Neraj,
Use the transaction code CRMBS02, there you can find option to create a status profile.
Once you have defined your status profile , then you have to assign the object types by clicking on the object types button. There you can find various objects such as Funds Plan Status Object Type, Fund Status Object Type. You have to check those boxes to make your status profile valid for fund & fund plans.
Hope this helps.
Regards
Raja Pamireddy
CRM Marketing Forum Moderator.

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TPM- Status management for Funds and Fund Plans

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