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Lead management topic

hi,     i am chandu, i am getting errors while doing lead transaction process in lead management those errors are 1.sales organization unit does not have these attributes.2.product samsung is not...

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while creating lead using External list its not creating but bp is created...

hi,              This is Chandu ,while creating leads using External list in webui it is giving errors .The errors is target group and bp transaction process are not proceed and only bp is created..so...

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Point Settlement Product (Loyalty Partnership)

Dear Expert, Could any one please explain or share regarding point settlement products in a loyalty partnership program? For example, Company A has a loyalty partnership with Company B, so in the...

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Converting Marketing Prospects to BP

Hi.  we are using CRM 7.0 EhP1. I created and used a mapping format & ELM to create a marketing prospect in CRM. The mapping format consisted mostly of contact person fields.I then converted the...

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Searching Leads by Partner Function

Greetings! I am attempting to search for Leads by the criterion "Partner Function". When the results come back, it displays Leads where the specific function is not being used in addition to the ones...

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How to transport Loyalty Reward Rule Groups and Rules to other client?

Dear Experts, I have created few RRG and reward rules in a loyalty program. As I understand from SAP documentation, we use transaction CRM_FDT_TRANS to transport rule. However, when I run this...

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How to create a loyalty program

Hello everybody,This document shows how to create a simple loyalty program. If you have any question regarding how to configure member activities, you can check our last document ->...

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Loyalty Membership Creation

Hi Experts, When I click on Save in webui , in Loyalty Membership Creation screen, I get an error saying : Membership Not Bound . I have maintained the Number Range for Loyalty Membership : LOY_MSH_ID....

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Visit Plans: link activity with visit plan

Hello Experts After generating activities using a visit plan, we cannot see any relation between the activities and visit plan that generated them.  Is there any table or FM that will fetch the...

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Loyalty management in Retailers

Hello Experts, Most of you read a lot of blogs that starts always the same way, with me won’t be different… but please, keep on reading! I was wondering about create a blog post regarding customer...

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Hierarchy view in Marketing Calendar

Dear experts, We have a Marketing Plan and below this we have one or more Trade Promotions. But when we are searching M-Plan and TP in Marketing Calendar, we are not getting any hierarchy view.We are...

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Loyalty Member Activity in Sales order

Hi We have configured our Sales order ( standard ) to work for both redemption and accrual and we are not using LTAA or LTAR.  Our sales order is configured for Flexible Payment.  1. We want to...

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Rebate Statistics - Integration with Funds Managment

Dear SAP Exeperts, We are investigating the Rebate Solution in ECC 6.0 in conjunction with CRM TPM-TFM EHP1 (7.0); considering the following scenario:-Rebate Conditions are created in CRM and the...

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Member Activity from external system

Hi Caique, How are you!  I am doing good. I am trying to process member activities created in external system in SAP CRM to calculate points. Now, How to bring in data from the member activity in...

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CRM TPM

Hi Experts, Am trying to learn TPM , where i have gone through the below links & few threads in CRM forum....

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Segmentation Model - Authorizations

Hi All! I need to control authorizations about the customer data base when specific user roles use the graphic segmentator. For example, User 1 is the responsible of 1000 Sales Org, User 2 is the...

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CRM and POSDM integration

Dear Expert, We are planning to use Loyalty Management functionalty in CRM 7 (EhP2).As we would like to integrate POSDM with CRM for generating asynch member activities. Can you please let me know how...

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Install Base Management Introduction

INSTALL BASE MANAGEMENT (Introduction) Installed base management enables the representation of objects installed at your customer’s site (such as devices, machines, software, and so on) for which a...

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Lead Status Reason Description Table

Dear All,In my lead transaction when I change the status of the lead to lost, the system asks me for a description, like lost to competitor etc, in which table can I find this description lost to...

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Configuration of Install Base Management (follow up document for...

Creating Install Base: CUSTOMIZATION STEPS FOR CREATING CATEGORIES, OBJECT FAMILIES FOR INSTALL BASE (IB) Creating Install Base (IB): Run the Transaction (/n IB51) Creating Categories for Install base...

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