View List of BP's in Segmentation Basis and Target Groups

Hi Experts,
We are using Segmentation Basis for Segmentation. When I create the Segmentation Basis using WINGUI I see that the list of Business partners in the Segmentation Basis is around 15,000 but I can view only 100 of them in the List output. Is there any other way where I can see all the BP's that are assigned to a Segmentation Basis/Master group.
I have a similar issue with the Target Group members in a Target group. The Target Group to file export will save the file to an application server to which all the users will not access . Is there any alternate method to view all the BP's in a Target group other than the file export to the application server.
Please Help.
Regards,
Pooja

Hi Pooja
I have the same problem with segmentation basis.
I have created a segementation basis for certain number of targetgroup example: 500 members
When i am trying to create a new profile set by selelecting the created segementation basis , no target group was displayed and it is showing as Zero. but the target group is displaying in SAP GUI.
Is anything i am missing , can you please let me know the steps for segementation basis procedure and how we can use them for further segementation.
Thanks
shashi

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Combine Profiles and Target Groups -Segmentation

Hi Experts,
I have a requirement where I will need to join profiles with other profiles and Target groups. I checked in help.sap and I saw the following sentence regarding combining the profiles.
In addition to attributes, you can also combine profiles with other profiles and with target groups.
Example
You select a profile from the components area, drag it onto an existing profile in the staging area and choose keep. The resulting profile contains the attributes contained in both profiles as inclusive conditions.
How do I get the Profiles and the Target groups in the Components area? I can only view the existing Attribute lists. Is there any setting that I have to make to see the existing profiles and target groups ?
Any help will be greatly appreciated.

Hi Pooja,
which version of the product do you use? CRM 2007?
Scenario 1) I need to combine 2 profiles with an 'OR' condition and create target groups out of the combined profile. How do I accomplish this? Is there any method to combine profiles in the Graphic Modeler?
=> You could have 2 profiles in a profileset and create the target group for the complete profileset. Then the results are "OR combined".
=> Alternatively you can create a new profile which consists of all attributes and create a target group for this profile.
Scenario 2) If we have 2 profiles and a target group in a profile set how do I create a Target Group for all the BP's in the Profile set. The only selection criteria in the Graphic Modeller for me right now is Attribute lists. How do I select Target Groups and Profiles
=> Just create the target group for the complete profile set, then one consolidated target group is created.
Does this help?
Regards, Guido.

Broken Link between Base and Target document in 'Copy To' option

Hi Folks,
One of our client has been facing a peculiar issue. When the 'Copy To' function is used to Copy document from Sales Order to Delivery and recently one instance of 'Copy To' from Delivery to A/R Invoice ,the base document got copied to the target document in each case but there was no trace of any Base Ref. left in the Target document( either in row level or Remarks), thereby the link between the Base and Target document got broken.The Base document remains with status as open.The same base document when tried again to 'Copy To', it creates the link between Base and new Target document.
This instance had occurred recently 3- 4 times in a span of 3 months or so. In normal circumstance this never happens. The client is pretty sure they have used 'Copy To' option to copy the document from Base to Target.
Any hints or possible reasons if one can highlight would be appreciable.
The current version used is SAP B1 8.82 PL11 and it was upgraded more than a year back.
Regards,
Bharath

Hi,
All the data in Sales Order and Delivery are matching one to one in terms of row details,
and Document header level.
The missing data was Base Ref. data and Del.Date didn't get copied from base to target as shown in screen shot.
Also i have checked it earlier regarding change of target document row details like changing item, but this will only remove the link of that particular row and remaining row link remains intact, but in this case there are many items and it doesn't seem user will have changed in all the rows.
Regards,
Bharath

Question about base and target document

Dear All,
Does anyone know which table maintain the relationship between base and target document.
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From Samson

Hi,
In each and every document table the base docs and the target docs information is stored.
Just take a look at the REF DB help file in which u can see the fields and their relations.
For AR Invoice in the lines table INV1 there are 3 fields BaseRef,BaseType,BaseEntry these fields help u in knowing the base doc details, and for the target doc details the following fileds will help, TargetType,TrgetEntry.
U can find the reference file at the following location. C:\Program Files\SAP\SAP Business One SDK\Help\REFDB.chm
Vasu Natari.

Reconnect base and target document if duplicate marketing document

How can you reconnect the links between the base and target documents when you duplicate marketing documents?
For example, an error was made during the entry of the GR PO and we performed the Goods Return. However, when you create a Goods Receipt PO and then a Goods Return, the original PO is now closed. How can you re-open the original PO or else link a new target document to it?
Thank you.

Thats right. You can create a new business process for Exceptions and exceptions have to handled as a one off situation.
I would suggest you take measures to minimize the error by putting business rules in place and for these one off situations simply type in the PO / SO number in the remarks.
Creating all document is a big efforts.
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Linking Base and Target document

Hello Experts,
                               How to Link 2 user defined forms as Base and Target document. Like it is done for Sales Order and Sales Invoice.
Quick Reply will be very helpful
Please Suggest

Hello Manish
Basically it is not possible by default, but you can code the logic behid.
I am recommend to use linkedbuttons for drill down, and when the linked button is pressed, you can stop the event, and open your user defined form.
here is a sample code for itemevent. I have a matrix, where i have used linkedbuttons in columns. On Col4 i have my object defined, so when the matrix link pressed i am opening my form.
Now You can define some Base and Target Document types and keys stored in the database, and you can open your documents by this.
Please note: Base and Target documents menus (in toolbar) will not work, because you cannot enable/disable them from SDK.
Case SAPbouiCOM.BoEventTypes.et_MATRIX_LINK_PRESSED
                If (pval.BeforeAction = False) Then
                    oMatrix = otmpform.Items.Item("3").Specific
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Regards
J

Segmentation and Target groups

Hi,
Is there a way to create sub-sets of Target Groups so that whenever users run a campaign, the system does not have to go back todatabase tables to filter data, but it is done in sub-sests only to enhance system performance.
Regards,
Monica

Hi Pooja,
which version of the product do you use? CRM 2007?
Scenario 1) I need to combine 2 profiles with an 'OR' condition and create target groups out of the combined profile. How do I accomplish this? Is there any method to combine profiles in the Graphic Modeler?
=> You could have 2 profiles in a profileset and create the target group for the complete profileset. Then the results are "OR combined".
=> Alternatively you can create a new profile which consists of all attributes and create a target group for this profile.
Scenario 2) If we have 2 profiles and a target group in a profile set how do I create a Target Group for all the BP's in the Profile set. The only selection criteria in the Graphic Modeller for me right now is Attribute lists. How do I select Target Groups and Profiles
=> Just create the target group for the complete profile set, then one consolidated target group is created.
Does this help?
Regards, Guido.

Activate Base and Target Document menu's

Hi all,
i am facing a problem, i have added a new form and know i want want to activate Base Document and Target Document menu's of system for my form but when i am doing
oForm.EnableMenu("5898",True)
the system throws an exception that menu not found.
can any body please tell me that is there any way to enable these menu's for user forms
Thanks..

Hi Manu,
In B1, only when target and base documents arre present for a particular Sales/Purchase document, the menu target doc and base doc menus are enabled. otherwise it will not be enabled. Since this is disabled by the system, when you try to activate the system disabled menu it throws an error.
Hope this helps.
Amudha M.

Add ability to reconnect base and target documents

Hello,
One major issue we keep running into (and is a major headache for us) is when we have created, say, a Purchase Order from a Sales Order and have to change something on the Purchase Order. If we change anything on the line item, SAP loses it's connection back to the Sales Order and unless we recreate the Purchase Order again, we have lost that link (other than adding it into the remarks field). We think the base/target document functionality is great, but this breakdown really gives us problems. Often, we can't actually recreate the Purchase Order because cleaning that part of things up with our vendors is often a mess.
Anyways, this is one of our major issues that we would like to see addressed. Even just making the base or target doc field on the line item editable would do the trick.
Thanks for your consideration,
Brent McDonell

Hi,
But I tested in SBO 2005A SP01 PL45, the link between sales order and purchase order which is based on sales order would not be broken.
When you add a sales order, you could tick the box 'Purchase Orders' in Logistics tab. Then when you click on Add button, the purchase order confirmation windwo will pop up. In this window you can change quantity, price, vendor, and so on. And even you have added this purchase order, you still can edit and update it under purchase order window. But either editing above won't break the link between the sales order and purchase order. You can see the remarks in purchase order, the line information about base document in purchase order and you also could open based sales order by using 'Base document' button.
This is my testing results. If you could give me more information about version, patch level, local and more detailed reproduce stpes, maybe I could do more test and give you more information.
Anna Shao

Problem with base and target document

Hi all,
My customer is telling me that the "copy to AR invoice" function in the sales order doesn't link the documents together (but randomly).
Have you ever seen this before ? If yes, what was the scenario ?
Thanks
Charles

Hi!
You can reproduce the issue by
1. Copy the Sales Order to AR Invoice
2. Cut the Customer Code
3. Click on some other filed in header
4. Paste the Customer code again
5. You can notice the Base Document Icon get greyed out, which means you lost the document connectivity.
This is the behaviour in SAP B1 of all version and patches, this is not a bug.

Link between Base and Target report

Hi All,
We have a scenario. We have a base report based on a Custom Object from which we are passing a field value (which uses a joined field value from Product Object) to another target report based on another Custom object which matches the values passed from the base report(link field).
Also in the Base Report we have specified the Navigation report and prompted the link fields accordingly in both the reports
But when we click on the hyperlink in the base report, the matching values are not displayed
Both these reports are REAL TIME reports. We tried the same kind of link between these two Objects using Account Name and it is fetching the matching records.
What can be the reason behind this? Is it because we are passing the Joined field value as the reference to the target report the matching records are not shown?
Kindly share your ideas.
Thanks and Regards,
Sabarish

it could be that the formula for that filed in both the custom objects is different 'coz of which its not working

Segmentation Basis

Hi All,
In my project, we are using mix of CRM and BI queries for Segmentation. Some attribute lists have Data source Infosets with direct table read from CRM tables, some using ADS table(for Vehicle- BI update this table which is actually in CRM and has iobject linked. This was done to normalise all the vehicle data in BI and then update the Z table in CRM with harmonised information ) and some BI Infosets.
We are also indexing the Attribute Lists for which source is CRM tables using TREX. Since it is a global project so for authorisation restriction, we have created Segmentation basis for each market and then scheduled background TREX update report and Segmentation Basis update report(country distribution).
Issue is that If we do segmentation without Segmentation Basis, count is different as compared to the segmentation with Segmentation Basis although I tried just after updating the index and Segmentation Basis. Moreover, If I create new Segmentation Basis and Index it, count is correct(same as that comes without Segmentation Basis).
Any ideas what could be wrong??

HI,
You can use a segmentation basis to restrict your selection to relevant business partners, thus excluding non-relevant business partners from the selection while creating Targer group. For e.g. you can make Segmentation basis for specific country say USA that means when you create target group for USA customer using this sementation basis system will only search the data from USA segment and not from all CRM BP database.
Please refer [Link|http://help.sap.com/saphelp_crm70/helpdata/en/46/35e07f86e01421e10000000a1553f6/content.htm] to get more details on Segmentation Basis.
Regards,
Dipesh.

Atributes list to create target group does not appear

Hi experts,
In CRM Portal, It is not showing the page which I can choose Attributes list in order to create profile groups and target groups.
I'm looking for something similar as tcode: CRMD_MKTSEG in SAP GUI.
I have already assigned Marketing Manager/Assistant in my profile.
Does anybody could help me ?
regards,

Hi,
Assign Transaction category CRMD_MKTSEG to your user role for GUI as well as Portal(PCUI),
u'll see the Segment Builder tab in PCUI screen, u can create profile/sets and target groups.
Thanks,
Dipesh.

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

Can I enable menu for base document and target document for user forms

Hello friends
I want to add Base and target document functionality for our addon
but when i do this
oform.EnableMenu("5899", True) ' 5899 is menu uid for target document
i got this exception
Menu - Not found [66000-27]
Is there another way around
Thanks in advance ....
Atul

Atul try adding this to ur form Xml schema and specify the userdatasrc(bold text) for the form as well..
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View List of BP's in Segmentation Basis and Target Groups

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