CRM Notes - in Progress (Nov 2015)

Fatsies In Progress.
Fatsie My Notes
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Contents
Transport of change across the different Clients.........................................................................6
Delete Emails from SOST ......................................................................................................... 6
Set Up New Email Addresses 204 (254 is only for Unit Testing)...............................................6
Assign user to Org Structure Email Box - PPOMA_CRM.............................................................12
Quick Search............................................................................................................................. 16
CRM SMSs Affiliation Codes Maintain....................................................................................... 16
OTD Hand Delivery - Re-Delivery Complaint Cockpit Process -.................................................18
CRM 120min Process................................................................................................................ 20
Codes and Catalogs Part 1 of 2................................................................................................. 22
Codes and Catalogs for Marketing Campaigns Part 2 of 2.....................................................24
Add Status Priority Dropdown Options...................................................................................... 24
CRM SMS SCON...................................................................................................................... 25
CRM: Transaction Launcher...................................................................................................... 25
Now to add JVLA to the NAV bar in CRM................................................................................ 34
To Add and Remove Work Centers links from Profile Roles.......................................................44
Call List Rules........................................................................................................................... 44
Call List Process..................................................................................................................... 44
Manually Closing a Call List................................................................................................... 45
Call List Not Appearing............................................................................................................. 46
Adding Assignment Blocks to UI............................................................................................... 48
Cat Schema.............................................................................................................................. 49
SMS Ad Hoc Table Template (can be added directly in PROD)..................................................52
Change Do Not Update Email:.................................................................................................. 52
Transport change between same clients..................................................................................53
Check CRM PROD for failed Campaigns.................................................................................... 55
Campaign Rules........................................................................................................................ 55
Test Program Error.................................................................................................................... 59
Adding ERP and CRM TRL......................................................................................................... 59
Activating Business Functions................................................................................................... 59
Closing an Interaction in the GUI.............................................................................................. 60
Updating Info from ECC to CRM................................................................................................ 60
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403 Access Denied: Basis to Deactivate the Standard Authorization-Handler Content Filter
within Transaction SMICM......................................................................................................... 60
My-Mags: Product Pricing on My-Mags.com..............................................................................61
My-Mags: Pricing Codes Refresh Process CRM and ECC.........................................................62
My-Mags: CRM Update Promo Offer Codes from CRM...............................................................64
AL11 Output to CRM Directory.................................................................................................. 67
Adding Assignment Blocks........................................................................................................ 68
Automatically reprocess stuck queues..................................................................................... 69
Changing User Status on User Profiles...................................................................................... 70
Update the BUPA Relationship between ECC and CRM.............................................................70
SM000 Issue in Middleware...................................................................................................... 71
Emails not coming into CRM Inbox........................................................................................... 74
Change Status Flow.................................................................................................................. 76
Globally Reset User Personalization.......................................................................................... 77
CRM WEBUI Error: Transaction ICEXECUTE is Unknown............................................................77
Adding New User and System Status and Linking to Inbox Status............................................77
AL11 Program to Extra Files...................................................................................................... 78
Auto Email Receiver and Sender Address Maintain Update Table..........................................79
WEBUI Roles Parameters.......................................................................................................... 80
Import Categorization Schema via SAP GUI.............................................................................. 80
CRM Field Info doesnt transport to ECC................................................................................... 80
Cat Schema - Schedule Conditions Auto Email to OTD..........................................................80
Determine Employee Responsible in Email Activity..................................................................81
Maintain Campaign Status - M24 MKT - CL: Renew...................................................................83
Add Webshop Link to CRM........................................................................................................ 84
How make ERMS mail form avail as a Standard Response 7.0.................................................87
CRM Tokenization Table:............................................................................................................ 87
Adding a Field into CRM UI....................................................................................................... 87
CRM Slow.................................................................................................................................. 93
Delete Table Entry.................................................................................................................... 93
Inbox Mapping of Statuses....................................................................................................... 96
Credit Card Token Doesnt Appear in ERP.................................................................................96
BDOC Error Enter Card Type................................................................................................... 96
Campaign Tables...................................................................................................................... 97
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Set up Filters to synch between ERP and CRM..........................................................................98

Maintain Marketing Attributes in GUI........................................................................................ 99
The tables associated are:..................................................................................................... 99
Assign Business Role to Position............................................................................................. 100
Changing the Name of Assignment Block............................................................................... 102
Assign Transactions to Business Role...................................................................................... 105
AP Email Routing Issue........................................................................................................... 106
Create Email Template............................................................................................................ 110
Auto Identify BP...................................................................................................................... 112
Service Request Error - Details Item *: The status procedure ZM240002 could not be set from
item category ZM24............................................................................................................... 112
Add Division in case of Mapping Error.................................................................................... 113
Clean Up Server Cookies........................................................................................................ 114
Update of Title and Suffixes etc ( see transport CRDK902324 for e.g.)..................................114
Performance of the Agent Inbox: Change the Evaluation Path of AI_ORGUS..........................116
Maintain Token Table............................................................................................................... 117
SLA Test - DEV 254................................................................................................................. 118
Setting Times for Service Profiles........................................................................................... 119
Actions in Transactions........................................................................................................... 119
How to get the BP number from the User name.....................................................................120
Telephony Cant set Ready status........................................................................................ 121
Adding Interaction Record..................................................................................................... 121
View Message Errors............................................................................................................... 123
Maintain SR Send Email - Exception Table.............................................................................. 123
Suppressing the creation of an Interaction Record.................................................................123
Adding Language.................................................................................................................... 124
Which SAP-CRM table stores system status............................................................................124
Maintain Customer Groups..................................................................................................... 124
Linking Transaction Types to Business Roles...........................................................................125
Marketing Attributes in CRM WEB UI....................................................................................... 125
Housekeeping Rules............................................................................................................... 129
Setting up of Product Pricing in SAP CRM...............................................................................129
Remove tables from Middleware Jobs..................................................................................... 138
BADI - Inbox Employee Responsible....................................................................................... 139
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Manually creating an Organizational Model............................................................................140

Maintain Common Division Single Company Code...............................................................140
Wrong Screen linked to new transaction................................................................................. 141
CRM Middleware Note 504735 - Billing to ECC.......................................................................141
Forwarding Service Requests.................................................................................................. 141
Prerequisites........................................................................................................................ 141
Features............................................................................................................................... 142
Forwarding by Using the Dispatch Button...........................................................................142
Forwarding Automatically by Changing a Service Request..................................................142
Forwarding by Selecting a Customer-specific Button...........................................................142
Deleting the Employee Responsible.................................................................................... 143
Clear Campaign Errors due to campaign being locked...........................................................143
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CRM
Transport of change across the different Clients
When making config changes in 204, go to client 254 and import those changes via SCC1.
204 to 254 (dev), then import to CRQ then CRP
Transaction - SCC1
Delete Emails from SOST

Filter on document title
Highlight delete entries refresh and Delete the Cannot be sent message
Set Up New Email Addresses 204 (254 is only for Unit Testing)
1
Define Receiving E-Mail Addresses/Fax Numbers

o - CRMC_IC_AUIADDR
Maintain in DEV
Define Outgoing E-Mail Addresses - Maintain in DEV

o CRM_ERMS_OUTG_EMAIL - (Remove this entry if business does not want it in the drop down IC
Agent screen)
Define Outgoing E-Mail Address Groups

o - CRMC_IC_FROMGRP Maintain in DEV
Assign Service Manager Profile

o - CRMC_ERMS_SM_PDET - Maintain in DEV
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5
6
SPRO Define Quick Search

o CRMC_IC_AUI_QUICKS Maintain in CRM PRD - SPRO - Administration -> Agent
Inbox -> Define Quick Searches
Define Inbox Profiles - Maintain in CRM PRD - SPRO
o SPRO - CRM
Create Auto Acknowledgment Form AND email sigantures and Welcome Letter ( this is
done in IC_Manager Knowledgement Management - Mail Forms-)
o
- Business needs to complete on PRD

Signatures Copy one and edit it with the new email information
Signature
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Welcome Letter
Update ZM24_RULE_POLICY This might the actual last step
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- Needs to be maintained in CRM PRD once Cornell has completed the

Acknowledgement and signature Form - please have business send the
acknowledgement and signature to you.
10 Activate Signature
o ZCRM_EMAIL_SIGN via SM30
o - Maintain in PRD in SE16 when Cornell has Email Form
11 Do SO28 in PRD when transport is in.
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Remember to add the publication to the drop down box
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Assign user to Org Structure Email Box - PPOMA_CRM

Double Click the structure
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Drill down to the structure and right click on a user and click Assign
Search for the user (via Owner) and click ok.
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Quick Search
CRM SMSs Affiliation Codes Maintain

Maintain in PRD T-Code - ZCRM_SMS_AUTH
(Side notes) View table ZCRM_SMS_AUTH via SE16n to view update Compare with
existing code to verify code
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Change/Maintain
New Entry
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OTD Hand Delivery - Re-Delivery Complaint Cockpit Process 1. Go to the Cockpit /n/nam/dispatching)
a. Enter required fields
2. Select the record to be completed Click on Sub Complaint
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3. Go To Carrier Info and enter text and change Complaint Result to Resolved
(changing it to Resolved is of most importance as this status change will
update CRM)
a. Click Save and Back
4. Double click the line and change the final cockpit status e.g. Re-Delivered
a. Click save
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CRM 120min Process

1. First call resolution.
Identify and confirm customer
Create Interaction Record
Click END Button VERY IMPORTANT
2. Email
comes in for Finance:

Select the Email from the Inbox.
Click on Interact.
Confirm the BP if not confirmed automatically.
Click on the Service Request and Maintain the Finance categorization, description
and status to 'In Process'.
Click on the Interaction Record select Publication, set status to 'Completed',
select Outcome and maintain Notes.
Click the END Button.
3. OTD Replacement or Credit

Create Service Request
Back to the Service Request
Save Service Request
OR
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4. Non

Create Service Request
Delivery OTD Credit
Confirm BP
Edit Service Request (update Category 4 and 5 if need be)
Go back to Service Request and SAVE
5. Finance Service Request

Select E-Mail from the inbox
Click Interact
If it finds the customer automatically it means the email is linked to that client
just confirm or search and confirm customer
Click Service Request
OR
Select E-Mail from the inbox

Click Interact
If it finds the customer automatically it means the email is linked to that client
just confirm or search and confirm customer
Click Service Request
Back to the Service Request
6. Scenario 2 - Email comes in for Replacement or Credit:

Select the Email from the Inbox.
Click on Interact.
Get the BP or Subscription from the Email Interaction.
Click END Button.
Confirm the BP or Subscription using the BP or Subscription that you would have
got from the Email Interaction.
Go to the Account Factsheet to verify or check if the Subscription is active and
valid or not suspended.
If active you can then create the Interaction Record.
Create and Save the Service Request for Replacement or Credit.
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Click the END button.

Go back to the Inbox, select the Email and Interact.
Confirm the BP if not confirmed automatically.
Click on the Interaction Record select Publication, set status to 'Completed',
select Outcome, maintain Notes.
Click the END Button.
Now you would have created a Replacement or Credit for the Active or valid
Subscription and the Email will be completed.
Codes and Catalogs Part 1 of 2

SPRO - Define Code Groups and Codes for Catalogs
A2 Catalog for Newspapers
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Codes and Catalogs for Marketing Campaigns Part 2 of 2
Add Status Priority Dropdown Options

SPRO
First find role Define Transaction Types

Find role e.g. M24 MKT - CL: Renew and double click to see the Status Profile
Copy Status Profile e.g.

Go to Status Management - Define Status Profile for User Status
o
Enter Status Profile in the Position box and double click
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Enter the additional entries
CRM SMS SCON

CRM: Transaction Launcher
Here is a step-by-step manual in SPRO-transaction:
1. Open UI Framework, Technical Role Definition, Define Navigation Bar Profile
2. Select Navigation Bar Profile
3. Define Logical Link, new entry
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4.
5.
6.
7.
8.
9.
Define Direct Link Groups, take Group ID

Assign links to Direct Link Group, add Logical Link ID & Position Level
Open UI Framework Business Roles, Define Business Role
Chose Business Role
Adjust Direct Links Groups, select Group ID from step #4
Adjust Direct Links, enable Logical Link (visible: v)
Save
After completing all these steps your link will be added to navigation bar profile.
SPRO Configure Transaction Launcher
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Value = ERP Transaction you want to call
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Now to add JVLA to the NAV bar in CRM
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Define Link (copy existing link)
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Double click the above selected line if you want to change the Title if you want a different
Hit Enter then Save
Exit to SPRO then enter Define NAV Bar Profile again
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Copy the group ID
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Copy line and include JVLA
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Save
Back to SPRO
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Go to Client 254 and SCC1 (import the change to DEV)
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Log on the CRM UI 254 and check if the T code is there.
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To Add and Remove Work Centers links from Profile Roles

1. SPRO UI Framework Business Roles Define Business Role
2. SPRO Interaction Center WebClient Define Business Role
Select the correct Role and click through the menu to deactivate the work
centers
Call List Rules

1
2
IC Manager Role sees all Call list Active or Inactive

IC Agent Role sees active Call List assigned to them ( may not see the list if newly assigned to 100%
completed list, they will see the list if new calls exist the next day)
Call List Process

1
2
3
Click on Call Lists

Click on Call list item (it will auto confirm)
Click on Account Identification (if the Call Centre wants to confirm contact details)
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4
5
6
Click on Factsheet (based on what the Call List is about, the agent may need more
Subscription Order information &/or the Agent may need to Renew the Subscription
Order)
Click on Interaction Record to update the Publication/Outcome
Click on END
Manually Closing a Call List
Manually marking the activities as complete

T Code : CRMD_TM_CLDIST - Call List Maintenance
Find the Call list switch to Edit Mode and mark the check boxes in the Complete Coloumn
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Call List Not Appearing
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Adding Assignment Blocks to UI

Log on the business role (Newspaper Campaign Admin)
Navigate the page where the change should occur
Click on the big spanner to change the page layout and insert the required block
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Cat Schema
Remember 2 things
First add the Schema (Codes and Cats) in the backend via SPRO then do the External Category
DEV SPRO Codes and Catalogs navigate to level needed and add the additional code
(Mags and Newspaper share the same level)
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SMS Ad Hoc Table Template (can be added directly in PROD)

SM30 ZCRM_SMS_TEMPLATE (search via ZCRM*SMS*)
Add Template Entries
DEV - SE11 Z*SMS
Change Do Not Update Email:

CRMD_ORDER
NP Object ID 83533 T.Type - ZN13

AP Object ID 0001590894 T.Type ZA13
MA Object ID 0000283661/0000283645 T.Type Z013
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Transport change between same clients

Create transport with the following table entries and SCC1 the transport to another client
R3TR
TABU
CRMD_ERMS_PLCY
R3TR
TABU
CRMD_ERMS_PLVR
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R3TR
TABU
CRMD_ERMS_PLVR_T
R3TR
TABU
CRMD_ERMS_PROF
R3TR
TABU
CRMD_ERMS_PROF_T
R3TR
TABU
CRMD_ERMS_RLCN
R3TR
TABU
CRMD_ERMS_RLCN_T
R3TR
TABU
CRMD_ERMS_RULE
R3TR
TABU
CRMD_ERMS_RULE_T
R3TR
TABU
CRMD_IC_PLCY_EVT
R3TR
TABU
CRMD_IC_PROF_POL
Hi All,
Transporting Rules and Categorization Schema is a client dependent config.

To transport rules, perform the following steps:
SAP menu -> Interaction Center -> E-Mail Response Management System ->
Utilities -> Transport Rule Policies Across Systems and Clients
[CRMD_ERMS_TRANS_RULE]
You will be required to provide the RFC destination and name of the Rule policy
etc...
Make sure you login to the target system and set the Rule policy to released
because rules are transported as draft rules.
To transport Category Schema:
It is recommended to transport the catalog, code and codegroups if you have

implemented them before transporting the Category Schema.
In order to Transport the category schema, Run report in target system
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T-code: SE38 or SA38

Report: CRM_ERMS_CAT_AS_IMPORT
Check CRM PROD for failed Campaigns

SWI1 - Selection report for workflows
Campaign Rules
On the daily campaign attribute list, if there is no creation date, it will only look at the
previous days monitoring
Fatima Daniels: for renewals it looks current day, for suspension looks yesterday, payments
failures yesterday
[2014/06/04 02:19:21 PM] Curt Veenendaal: and welcomes? Yesterday
[2014/06/04 02:19:45 PM] Fatima Daniels: Only renewals look at today
Cant use OR in Daily Hard Coded
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From: Nasheel Ganas

Sent: 10 March 2014 02:40 PM
To: Curt Veenendaal
Cc: Greg Nel; Roux Van Rensburg
Subject: RE: Welcome Email Segmentation Clarity
Hi Curt,
If I had to guess, I would say there are probably Agent Subscriptions, listed in your Donor
results:
OWN
DONOR
AGENT
Yes
No
No
BP Number
Not = Agent
BP's
Agent BP's
Payment Method
Not = V
Donor
Agent
Recipient
Ship To
Is Ship = Payer?
BP Role = Payer
BP Role = Ship
To
No
Differen
ce
So you would need to bring in Payment Method (the Masterdata may not be updated but V is
for agent order payments) & Agent BP numbers to be certain (Theuns is well aware of how to
distinguish between the Own / Donor / Agent segments)
Id like to have a look at your segments (send me the numbers please) to ensure that there
isnt any data extraction issues.
Regards
Nasheel
From: Curt Veenendaal [mailto:Curt.Veenendaal@media24.com]

Sent: 10 March 2014 12:11 PM
To: Nasheel Ganas
Apologies Nasheel, Subscriptions lingo
DR = Donor Recipient
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DP = Donor Payer
I did segmentation as you see below and these are the results
New Welcomes
MONTH
JAN
FEB
MA
R
OWN
1545
2513
1219
DONOR PAYERS
513
567
152
DONOR
RECIPIENTS
3546
2188
564
Total
560
4
526
8
193
5
The difference in my segmentation is:

Selection
Own
DR
Own
DP
Ship to =
Payer?
YES
NO
YES
NO
BP ROLE
PAYER
PAYER
SHIP TO
SHIP TO
Should DONOR PAYERS not be the same number as DONOR RECIPIENTS?

I only separately segment them because I want to send them different MAILFORMS.
Because my understanding (lets just look at Mar) is that 564 customers received gift
subscriptions and we are welcoming them, however, we are only welcoming 152 donor
payers. What about the 412(564-152) other Donor Payers?
Regards
Curt
From: Nasheel Ganas
Sent: 10 March 2014 11:58 AM
To: Curt Veenendaal
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Hi Curt,
Im unfamiliar with the terms DR customers & DP customers
The attribute SHIP TO = PAYER? is use to differentiate between Own / Donor / Agent type
Subscriptions & the attribute BP Role is used to further specify which partner you want to
market to:
Is Ship =
Payer?
BP Role = Payer
BP Role = Ship
To
OWN
DONOR
AGENT
Yes
No
No
Donor
Agent
Recipient
Ship To
No
Difference
Note that if you are segmenting for Agent Orders, you have to also provide the Agent BP
numbers e.g. Discovery
Regards
Nasheel
From: Curt Veenendaal [mailto:Curt.Veenendaal@media24.com]
Sent: 10 March 2014 10:40 AM
To: Nasheel Ganas
Cc: Greg Nel
Subject: Welcome Email Segmentation Clarity
Hi Nasheel
I am running segmentations for Welcome Emails to be sent to customers.
I am trying to get the extent of where we are at to present to management to make a decision
on who we are going to send WELCOME EMAILS to.
I am using the following criteria (not sure if this is correct)
But I want to know, when I choose IS SHIP TO = PAYER?
If I select SHIP TO = PAYER? as YES and I select BP Role as PAYER then I am assuming it is
OWN customers
If I select SHIP TO = PAYER? as NO and I select BP Role as SHIP TO PARTY then I am assuming
it is DR customers
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If I select SHIP TO = PAYER? as NO and I select BP Role as PAYER the I am assuming it is DP

customers.
Am I correct in these assumptions?
Please advise?
Test Program Error

SA38 - CRM_Order_Read
Adding ERP and CRM TRL
Activating Business Functions

Have Basis open the box e.g.DEV-QA-PRD
T-Code - SFW5
These business functions need to be activated, can you please arrange with basis to open the
box & activate them?
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Closing an Interaction in the GUI.

CRMD_ORDER - Transaction Processing
Updating Info from ECC to CRM

Pricing Conditions - T-Code - R3AS - DNL_CUST_CNDALL
Bank Master Error R3A3 (Object DNL_CUST_BNKA) then R3AM1
Replicate Prices Webshop - R3A3 - Z_CUS_CONDITION
If Payment Terms are out of Sync Payment Term Z*** does not exist - R3AS
DNL_CUST_PRICE
403 Access Denied: Basis to Deactivate the Standard

Authorization-Handler Content Filter within Transaction SMICM
Basis to deactivate the Standard Authorization-Handler Content Filter within Transaction SMICM
Menu -> Goto -> HTTP-Plugin -> Authorization-Handler.
In CRM Go to T-Code SMICM
Go to GotoHTTP Plug-In Authorization Handler
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Authorization Handler Deactivate
Remember to deactivate the status on all systems via SM51
My-Mags: Product Pricing on My-Mags.com

All the conditions explained below are maintained in Transaction JC9B.
The Pricing is calculated as follows:
LOCAL RATE: R31.68
Cover Price (excl VAT):
R34.21
Minus % Discount (35%): R22.24
Plus Postage:
R 5.55
Total - Add VAT 14 %( 1.14):
R31.68
FOREIGN RATE: R73.36
NO DISCOUNT:
Plus Postage:
Total - NO VAT:
R34.21
R34.21
R39.15
R73.36
NAMIBIA RATE: R46.43

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NO DISCOUNT:
Plus Postage:
Total - NO VAT:
R34.21
R12.22
R46.43
My-Mags: Pricing Codes Refresh Process CRM and ECC

This document provides a procedure that can be used in CRM to refresh prices in case the
delta load of these has not successfully happened or not happened at all. This should only be
used when there is no other option or just as a quick resolution to the issue. It should also only
be used after prices have been updated.
1. The first thing to do, and this will be repeatedly done, is to check the prices that are
displayed on the web shop.
2. The second step is to try and refresh the buffer and check the prices again on the web
shop. The refresh can be done by executing the function module
IPC_DET_CLEAR_CUST_BUFFER in transaction SE37. The parameters that should be
passed are as given in the screen capture below:
After doing this, check the prices on the web shop again (also refresh the browser
session by closing it and going back to the shop)
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3. If there has been no change on the prices, the next rest that is necessary is of the VMC.
To do this, use transaction SM52 and select the option shown in the screen capture
below. After this reset, refresh browser and check the prices again.
Choose the Yes option in the pop-up that comes next:
4. If the prices have not changed by now, this probably means that delta uploads are not
working properly and an issue should be raised for that to be investigated. In
circumstances where an emergency refresh is needed, reinitialize all prices by
triggering an initial load of all the prices.
i) Use transaction R3AS and enter the object Z_CUS_CONDITION as shown in the
screen capture below.
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ii) Monitor this object in transaction R3AM1 and also ECC in transaction SMQ1. Wait
until the replication done.
iii) Repeat process steps 1 3, checking as specified.
iv) NB: Only development and QA: Go to transaction SE 38 and execute the report
ZZ_REALIGN_CONDITION_TABLES. The report has been customized to run only in
DEV and QA, so an accidental execution of this step will not effect changes in
production. After running the report, repeat steps 1 3, conducting all the checks as
pointed out.
My-Mags: CRM Update Promo Offer Codes from CRM

1. SE38 - ZCRM_OFFER_CAMPAIGN_CREATE run in background
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Check Via SM37 if job has completed

2. Reset Buffer T Code SE37 - IPC_DET_CLEAR_CUST_BUFFER
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3. Reset VMC T Code SM52
Choose the Yes option in the pop-up that comes next:
Restart Internet Explorer If the Codes exist in ERP then they should appear in the CRM
Campaign ID
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AL11 Output to CRM Directory

The incorrect variant was being used hence instead of sending the file to the CRM Directory ,
it was adding it as an attachment to the campaign transaction.
The below change to the Variant ID in the communication medium for the campaigns was
made, and after testing , the file was successfully sent to the CRM directory therefore visible
in t-code AL11.
Thank you.
Changes made:
Before:
This configuration added the CSV file as an attachment to the transaction
(Incorrect)
After:
This configuration send the file to the CRM Directory (Required results)
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Adding Assignment Blocks
Config Key - ZN_IC_AGEN ( NP) and ZMEDIA_IC ( Mags)
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Click edit
Choose Config
Add the Block and Save
Define Business Role

ZMEDIA_IC
BR - ZM24_RSL_GRP ZM24_RES_GROUP - Profile M24_IC_AGENT
Automatically reprocess stuck queues.

Below are the 2 jobs that need to be scheduled to:
RSQIWKEX - Inbound
RSQOWKEX Outbound
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Changing User Status on User Profiles
Update the BUPA Relationship between ECC and CRM

T-Code: R3AS - Start Initial Load
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Execute and monitor in T-Code - R3AM1 - Monitor Objects
SM000 Issue in Middleware

I believe the issue in middleware is due to the following configuration being missing on the
CRM side.
The roles ISM000, MKK and ZISM00 have all however been hidden in CRM and first needs to be
unhidden.
You just have to uncheck the Hide checkbox on the role definition screen.
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After Refresh setting up QA SOST for SMS

T-Code SCON
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Emails not coming into CRM Inbox

If its not SO28 and Rule Policy then.
Its due to the Workflow linkage having de-activated.
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so that future event linkage errors will send a mail to XXXX workflow Inbox in CRM
Change Status Flow

SPRO CRMTransactionsStatus ManagementDefine Status Profile for User Status
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Globally Reset User Personalization

SE38 - BSP_DLC_DELETE_PERSONALIZATION
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CRM WEBUI Error: Transaction ICEXECUTE is Unknown

Auths Issue have Authorization copy a correct profile to the one that is faulty.
Adding New User and System Status and Linking to Inbox Status
a. Define Status Profile for User Status
b. Assign Status and Subject Profile for Each Transaction Type
c. Define Inbox Status
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d. Map Item Status to Inbox Status
AL11 Program to Extra Files

SE38 - CRM_MKTTG_FEXP_SHOW_FILE
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Auto Email Receiver and Sender Address Maintain Update Table

T-Code SM30 Program Name ZCRM_OTD_EMAILS
WEBUI Roles Parameters

CRM_UI_Profile - *
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Import Categorization Schema via SAP GUI

Import schemas by running program CRM_ERMS_CAT_AS_IMPORT in transaction SE38
CRM Field Info doesnt transport to ECC

Transaction - BSP_WD_CMPWB - UI Component Workbench
Check that the Field is pointing to the correct structure in BSP_WD_CMPWB (compare a field
that is working from CRM to ECC then check the field that is not transferring the info)
Cat Schema - Schedule Conditions Auto Email to OTD

CRMBasic Functions Actions Actions in Transaction Change Actions and Conditions
Define Action Profiles and Actions and then Define Conditions
Remember!! For adding codes to Service Request sent to the Finance Team (changing the
service team from Inbound to Finance)
Update the Service Rule
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Determine Employee Responsible in Email Activity

SPROCRM Interaction Center WebClient Agent InboxMap Item Attributes to Inbox
AttributesMap Business Transactions to Responsible Employees and Groups
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Maintain Campaign Status - M24 MKT - CL: Renew

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1. Find the Status Profile in SPRO - Define Transaction Types (Z010 = M24 MKT - CL:
Renew = ZM240004)
2. Define Status Profile for User Status - ZM240004
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Add Webshop Link to CRM

First create the link then assign to the Nav bar and then the business role
Business role add link
Step 1
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Transaction launcher Wizard
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Then activate in Business Role
How make ERMS mail form avail as a Standard Response 7.0

You need to add the mailform ID to a so-called Standard Response Group (transaction CRMC_IC_RESPNGRPX) via IMG menu path: Customer Relationship
Management - Interaction Center WebClient - Basic Functions - Communication Channels - Define Standard Response Groups. Its a bit screwy, you need
multiple line entries (with the same Std Response Group ID) for each mail form you want to add to a given profile.
Then you have to add the Standard Response Group profile to your agent-facing Business Role obviously.
CRM Tokenization Table:

SE16 ZCRM_token_trans
Adding a Field into CRM UI

First find the view by going to the WEBui find the field and press F2
In the Field View, the part before the slash is the Component, after the slash is the View
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GUI T-Code - BSP_WD_CMPWB - UI Component Workbench

Enter the Component - Press Enter
Double click the View

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Click on Configuration
Click on the Choose Configuration
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Click Edit
Select the Line where the extra line as to be added and click on the Add Line ( if the Add Line option is missing then click on the
last line and increase the row number by 1 to add an extra line you will have to manually move each line down till you get you to
where your line should be)
Click on Show Available Fields - Switch to Tree View
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Expand the applicable folder (e.g. Header) Select the line needed and click on the + button (the new line would be added to the
end of the WEB UI Page)
To move the line up or down select it and click on Show Field Properties
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Change the row number to update where the line should be
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CRM Slow
Check T-Code SM51 to check traffic on the system
Ask BASIS to re-index table BALHDR
Delete Table Entry

Go to SE16, change the option to SE16 Standard List
Double the entry

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Add /H into T-Code box
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- Press Enter
Double on CODE
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Click on the Edit button and DELE and save.
Inbox Mapping of Statuses
SPRO Map Item Attributes to Inbox Attributes

SPRO Map Item Status to Inbox Status
o Email Z013 Z013
o Service Request ZM24002 ZM24
o Call Back ZM240005 Z017
o Telephone Out ZM24001 SMS (ma)Z015
Credit Card Token Doesnt Appear in ERP

Check Queues in CRM and ERP
In Table But100 ISM00 must be deleted ( via /H) and any OTD entry must be replaced [O 50000005
****]
Check the BP has a Sold-to-Party

Check Tables T-Code SE16 BUT0CC and ZCRM_TOKEN_TRANS Confirm tokenization entry
Go to BP, in change mode and add the Token, if token exist then change the card number ( add a .) and save then delete the ( . )
and save again.
BDOC Error Enter Card Type

Reprocess the BDOC via SMW01
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ZISM00 O 50000005
SBMA
ZISM00 O 50000005
SBNP
Campaign Tables
CRMC_MKTPL_PROF --> CRM Customizing of Marketing Planning: Campaign Types
CRMC_MKTPL_CTYPT --> CRM Customizing Marketing Planning: Campaign Types Texts
CRMC_MKTPL_CTYPE --> CRM Customizing of Marketing Planning: Campaign Types
CRMC_MKTPL_CTYOB --> MKTPL: to link camp. type to objectives
CRMC_MKTPL_COT --> MKTPL: to link camp. types and objectives to tactics
CRMC_MKTPL_TACTS --> CRM Customizing of Marketing Planning: Campaign
CRMC_MKTPL_TYPL --> Assignment of Campaign Types to Graphic Profile
CRMC_MKTPL_CASC --> CAL: Assignment of search criteria to Campaign C
CRMC_MKTPL_CDET --> Customizing Marketing Planning Campaign Det. Con
CRMC_MKTPL_CM
--> Customizing Table for CM File Structure (Obj.cl.
CRMC_MKTPL_COSTF --> Relation Cost Types To Campaign Types
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Set up Filters to synch between ERP and CRM
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Maintain Marketing Attributes in GUI

1. CRMD_PROF_CHAR - Attribute Maintenance
2. CRMD_PROF_TEMPL - Maintain Attribute Sets
3. CRMD_PROF_BP - Assign Attribute Values to Business Partners
The tables associated are:
AUSP: BP Attribute set Attribute relation

INOB: Object ID, BP Number
KSSK: Object ID, Attribute set ID
CABN: Attribute ID and name
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CAWN: Attribute name and values

CAWNT: Attribute values and its description.
KLAH: Attribute Set Name, ID
Assign Business Role to Position
Find the Role in the Active Tab then right click on it and Select Create Info Type, fine the correct profile e.g. ZA_IC_Manager save
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Changing the Name of Assignment Block

Open UI and navigate to affected screen, click the SECOND spanner and get the Page View
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Open T-code - BSP_WD_CMPWB - UI Component Workbench open the correct Configuration profile
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Assign Transactions to Business Role

Hi Fats
The Auth object B_USERSTAT
controls the user status profile
that the agent is allowed to
change.
As you have created all new user
status profiles for Associated, this
needs to change to include all
ZAP* status profiles.
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AP Email Routing Issue
Transaction: SPRO
Highlight the AP Service Manager Profile
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Double click Direct called Services
Highlight RE_RULE_EXEC
Double click the Properties folder
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Change the Policy value to ZA_RULE_POLICY
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Create Email Template
SE16 CRMD_ORDERADM_H get the Object ID for the GUID

Remember to set the Org Determination in PPOMA
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CRMD_ORDER create new business transaction with copy of OBJECT ID

Double Click PROPVAL
Client 254
MSK 0000058765 ZKIR - MSK Template IR

MSK -
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Auto Identify BP
T- Code SPRO - Define Account Identification Profiles
Service Request Error - Details Item *: The status procedure ZM240002 could not be set
from item category ZM24
Click on Details might be auths issue.
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Add Division in case of Mapping Error

SPRO - Define Divisions then Define Combination of Distribution Channel and Division
Clean Up Server Cookies

Run this program SE38 - BSP_CLEAN_UP_SERVER_COOKIES
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Update of Title and Suffixes etc
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( see transport CRDK902324 for e.g.)
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Performance of the Agent Inbox: Change the Evaluation Path of AI_ORGUS
In the agent inbox, when searching for items of a my groups, SAP CRM automatically decides to not only search for items in
your group, but also for items for all members of the group.
When you do a SQL trace, you will notice that when working with big groups (for instance a call center), this can consume quite
some time.
To avoid long runtimes in the agent inbox, you can decide to adjust the evaluation path AI_ORGUS in SPRO.
IMG --> SAP Customizing Implementation Guide --> SAP NetWeaver --> Application Server --> Business Management --> Basic
Settings --> Maintain Evaluation Paths.
AI_ORGUS is used to decide which partners should be considered in the search.
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Find AI_ORGUS and mark all checkboxes in the skip column (on the right).
Now when searching for inbox items, the system will only retrieve inbox items which have been assigned directly to the group (i.e.,
the group is the responsible department in the partner schema), and not also to members of the group.
Of course, you will have to make sure that the responsible department is part of the partner procedure and is always determined
correctly in your process... Otherwise, open items might not be picked up.
NOTE: SAP has decided to reuse the AI_ORGUS (while AI stands for Agent Inbox) in the Pipeline Performance functionality. If you
adjust the evaluation path for a faster inbox, you should be aware that without any adjustments, the PPM will not work as designed
anymore.
Adjust (or enhance) method CL_CRM_PPM_UM_TOOLKIT-->GET_TEAM_OF_ORGUNIT
What you want to do is to replace AI_ORGUS with for instance ZPPM_ORGUS. ZPPM_ORGUS should be a copy of the original
AI_ORGUS. Or you can convince OSS of the design error (reusing AI_ORGUS in a different context), and get a note.
Maintain Token Table

Insert when if a new Role Key is created - SM30 ZSAFEKEY
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SLA Test - DEV 254

T- Code SE24
Program Name - ZCL_IM_CRM_ORDER_SAVE
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Setting Times for Service Profiles

CRMD_SERV_SLA
Actions in Transactions
You can define actions dependent on conditions so that the system automatically schedules and starts them when the conditions are fulfilled. With actions you can:
Create follow-up transactions automatically
Execute changes in the transaction or marketing object currently being processed, for example, create new items, or status inheritance by subordinate
elements in marketing objects
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Output in print, by faxing or e-mail
SPRO Customer Relationship ManagementBasic FunctionsActionsActions in Transactions Change Actions and Conditions
How to get the BP number from the User name

Select OBJID from HRP1001
where SOBID = UserName
and OTYPE = CP
Select SOBID from HRP1001

where = OTYPE = CP
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and OBJID = OBJID from query above

and SCLAS = BP
Telephony Cant set Ready status

Please restart your computer, and then open the SIP Soft Phone (headphone icon) and Interaction client (yellow telephone icon)
before opening portal.
Adding Interaction Record

1. SPROMaintain Categories
2. SPROAssign Categories to Transaction Types
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View
Message Errors
T-Code SE91
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Maintain SR Send Email - Exception Table

SM30 - ZCRM_SR_EMAIL_EX
Suppressing the creation of an Interaction Record

Create your own implementation of BAdI CRM_IC_IARECORD.
Write line:
RV_SUPPRESS_IREC = 'X'.
in method BEFORE_IREC_CREATE, and Interaction Record creation will be suppressed.
Adding Language
It is really easy, all you need to do is go into transaction SMLT and add the language. In the CRMs case, when I went into the
transaction, it referred me to a SAP note which instructed me to run program RSCPINST where I added Afrikaans as well
Which SAP-CRM table stores system status

You can check table CRM_JEST to get status of any transaction no.(order,quotation,BP ETC...)
Text for status is Stored in TJ30 nd TJ30T
Go to SE16 Table CRMD_ORDERADM_H and enter the Object ID numbers copy the GUID numbers
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Go to SE16 Table CRM_JEST - Enter the GUID Number and execute
Maintain Customer Groups

To maintain the customer groups on the BP - Sales Area - Billing page (GUI).
SPRO Master Data - Business Partner - Define Attributes - Define Customer Groups
Customer Group is stored in table CRMD_SALES. A connection is made from table
CRMD_ORDERADM_H to CRMD_LINK and then to CRMD_SALES.
Linking Transaction Types to Business Roles

IC Agent Role normally has a business transaction profile. Check it in the path
SPRO-> CRM->Interaction Center WebClient->Business Transaction Profiles. Select the
business transaction profile.
This drives the list of transactions that appear in IC Agent Role.
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The assignment of the business transaction profile is done in t-code CRMC_UI_PROFILE-->

Function Profile.
If the transactions do not appear in IC agent then:
Check for the authorization objects in the su01. You might not be allowed to run the
transaction because of PFCG authorizations.
Marketing Attributes in CRM WEB UI
Click on the Marketing Workcentre and go to the Second level Navigation Select Marketing Attribute.
Select New Button for Creating New Attributes in the Options available -
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Note :
Here we are Directly Assigning Attributes to Attributes Set in the General Data.
(Where as in SAPGUI - We use to create Attributes separately and Attributes Sets Separately.)
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Maintain Attributes , Format Type and Entry Required , Multiple Values in and according to your Business Requirement.
Incase if we want to Add more Attribute Values to your Attribute - Select your Attribute and Add your values by selecting Insert Button under
the Values Tab and for Deletion select the Attribute and Click on Delete Box indicator and Save it.
By Default once the User entering their Attributes or Attribute Values another blank line will be created for Entering Attributes or Attribute
Values - if it is not appeared take the Help of Insert Button.
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Finally Save it.
Housekeeping Rules
Setting up of Product Pricing in SAP CRM

Step 1: Creation of condition table
You use a condition table to determine the combating of fields of which you want a condition record to consist. The number
of fields used for a condition table is restricted to 10.
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Many standard tables are available; but some specific conditions are to be maintained then one can create
their own tables as well.
One common and simple table is SAP004 which contains fields sales org, distribution channel
and product.
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Step 2: Create access sequence

In this IMG activity, you determine, depending on the condition type and with help from an access sequence, the order in
which the system should work through the condition tables when searching for certain condition records. Every condition
table contains a certain combination of fields for which the system should search in the condition records. The search
sequence should go from special to general condition records (for example, search for the field Customer before the
field Customer Group).
Using the exclusive indicator, you determine that the system ends the search after the first valid condition record is
successfully accessed.
You determine an access sequence for every condition type for which you create condition records. There are some
condition types for which you do not have to create condition tables (for example, discounts that are not searched for but
rather are entered manually). You do not have to determine access sequences for these condition types.
Example
Condition table A contains the field combination Product/ Country; condition table B contains the field combination Product/
Customer. You determine the following sequence in the access sequence for the condition type Product Substitute:
1. Condition table B (Product/ Customer)
2. Condition table A (Product/ Country)
Now when the product substitution searches for a product, the system firstly searches in the condition records for a
customer-specific product substitute. If it does not find an entry for this, it then searches for a country-specific product
substitute.
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Example 1:
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Example 2:
Step 3: Creation of condition types
In this IMG activity, you use the condition type to define the properties, field combinations and business importance of
condition records. You can, for example, create different condition types for free goods discount, sales-dependent rebate or
gross price discount.
You can also copy the condition types from SAP R/3.
In SAP CRM, you cannot change condition types that have been copied from SAP R/3.
The name range for customer-specific entries is: A* to Z* and 8*, 9*.
Condition types in pricing
For pricing, a condition type represents a specific aspect of daily pricing activities in the system. You can, for example, define
a condition type for every type of price, discount and surcharge that occurs in your business transactions. The condition type
defines, for example, the calculation type for a product discount. You can also define that the discount is calculated as a
fixed amount or a percentage.
You generally assign an access sequence with the required condition tables to every condition type. There are, however,
condition types to which you do not assign access sequences. This means, however, that the system doe not automatically
search for the condition types during pricing. This makes sense for condition types that should only be entered manually in
the transaction.
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Step 4: Creation of procedure
The pricing procedure defines the valid condition types and the sequence of calculation in the transaction. It also defines the
following:
which subtotals are shown on the pricing screen
if manual processing of pricing is possible
on what basis the system calculates surcharges and discounts
which requirements must be met in order that a specific condition type is taken into consideration.
The pricing procedures can also be copied from the R/3 System.
Changes can only be made in the CRM System on data that was created in the CRM System. The data is identified with the
source system field. You can only change data in the CRM System if the field has the value B.
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Namespace for customer-specific entries: A* to Z* and 8*,. 9*.

New Customizing in CRM System can only be copied manually into the R/3 System.
You can find information on data transfer for pricing in the SAP Library under Basic Functions -> Pricing.
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Step 5: Determine Pricing Procedures
Pricing procedure can be done using the:

Sales organization
Distribution channel
Document pricing procedure (can be assigned to a sales transaction, on the third level)
Customer pricing procedure (assignment in business partner master)
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Do not forget to have the same document pricing procedure you have for your transaction type
Also the customer pricing procedure should be same as maintained for BP ( or you can keep it black here if you do not
want determination based on customer pricing procedure)
Step 6: Setting up price for product

Go to transaction commpr01
Select your product. Go ahead and update the price in conditions tab.
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SE93 Create T Code

SE80
Remove tables from Middleware Jobs

T-Code R3AC3 - Customizing Objects
Scroll down to the Adapter Object and Double Click
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Click on the Table/Structures Tab and find the table , then cut/delete it
BADI - Inbox Employee Responsible

- ZCL_IM__CRM_IC_INBOX_BADI
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Manually creating an Organizational Model

T-Code - PPOCA_CRM
It can be done through IMG path...
CRM --> Master Data --> Organizational Management --> Organizational Model --> Create
Organizational Mode
After creating the organizational model go to the FUNCTION tab click the SALES radio button.
So whatever you created the organization will reflect into SALES.
Maintain Common Division Single Company Code

T- Code - CRMD_DOWNLOAD_OM
Very Important: ECC first needs to have their Common Division set up.
To transfer common distribution channel and divisions from R/3 to CRM, you need to start
transaction CRMD_DOWNLOAD_OM and execute report with option sales area bundling.
(There will be no confirmation screen once the execute button is clicked)
With this report bundling sales area will be copied to table SMOTVKOS and SMOTVKOV and
then you will be able to define your master data only in the referenced sales area.
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Wrong Screen linked to new transaction
CRM Middleware Note 504735 - Billing to ECC
Forwarding Service Requests

You can use this function to forward service requests to another service team or employee responsible.
To forward a service request, you can change the service team and the employee responsible manually.
However, you can also use automatic functions that make the work of your service desk personnel
easier.
You can forward a service request automatically with the following options:
The service request is forwarded automatically when you change a service request. For
example, you can use this function for the initial phase of the service request processing.
You trigger the forwarding by using the standard button Dispatch.
You trigger the forwarding by using customer-specific buttons.
Prerequisites
For using the automatic dispatching function and for creating customer-specific forwarding buttons, you
have to activate business function Service Request Enhancements (CRM_ITSM).
You can use the dispatch button without activating the switch.
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Features
Forwarding by Using the Dispatch Button
With the dispatch button in the toolbar, you can forward a service request to a business partner who is
evaluated by a rule policy. For more information, see Customizing of Customer Relationship
Management under
Transactions Additional Settings Assign Dispatching Rule Profile to
Transaction Types.
Forwarding Automatically by Changing a Service Request

You can also forward a service request automatically. In Customizing, you can define which field
changes should trigger the rule policy for forwarding a service request. In addition, you can define the
business roles and transaction types that use the automatic forwarding.
To use this function, configure the forwarding by using the dispatch button. This function and the
automatic forwarding use the same service manager profile.
Note
You can define whether the automatic forwarding is to be started after changing a field or after saving
the transaction. With the immediate execution, the processor of a service request is able to control the
output of the rule policy.
For more information, see in Customizing for Customer Relationship Management under
Transactions Additional Settings Assign Dispatching Rule Profile to Transaction Types.

Transactions Settings for Service Requests Forwarding Service Requests Define Fields for
Automatic Dispatching
Forwarding by Selecting a Customer-specific Button

With this function, you can forward a service request manually by pressing a customer-specific button
in the work area toolbar. For example, the system automatically determines a new service team or a
new employee responsible when button is selected.
Note
You can use this function additionally to the forwarding by using the dispatch button.
The system stops the automatic forwarding function after you have forwarded a service request by
selecting a button for the first time.
You can create several forwarding rule policies for one transaction type. It allows you to take into
account the specific requirements of the single business transactions. To do so, you create rule policies
in context service request management and make them available as actions on the business
transaction.
Use action QB_EXEC_RULE_POLICY with processing parameter FORWARD in sample action profile
QUICK_ACTION_BUTTONS as a sample to create customer-specific rules.
For more information, see Fast Access to Actions on Service Requests.
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Note
If the standard actions that are available for rule policies of context service request management do
not meet your requirements, you can use Business Add-in (BAdI) BADI_CRM_RM_DECISION_ENGINE.
For example, you want to take the workload of the business partners into account when you forward a
service request automatically.
Transactions
BAdI: Forward Service
For more information, see Customizing of Customer Relationship Management under
Settings for Service Requests Forwarding Service Requests

Requests.
Deleting the Employee Responsible

When the service team is changed, in most cases the employee responsible of a service transaction will
change as well. Therefore, in rule policies of context Service Request Management you can define that
the current employee responsible is to be deleted from the service request.
For this purpose, in the rule policy the action Delete Partner is available. If you use it, you have the
following options:
You delete the employee responsible.

The system checks whether the current main employee responsible is part of the new
determined service team.

If he or she is not in the team, the system removes the business partner from the partner
function.
Clear Campaign Errors due to campaign being locked

Go to SE16 and table CRMD_MKTSTATUSTG
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Set the Flag field to Single Value NULL
Click Execute and If any are found the with FF ID select the line and click display then enter
debug mode, double click on the CODE and change it EDIT then runenter the X and X at the
2 flag fields.
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Creating BP Relationships
T-code BUPT BUPA
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Examples of BP relationships (for MSK)

Relationsh.Cat
Title
BP 1 Standard Name
BP 2 Standard
ZMTHER
Mother
Is Mother of
Has Mother
ZFTHER
Father
Is Father of
Has Father
ZUNCLE
Uncle
Is Uncle of
Has Uncle
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Manually Synching BP/Material from ECC

Perform this function when a BP exist in ECC and not CRM
NB: Check SMQ1 in ECC to see if BP was successfully sent and SMW01 in CRM to check if there
are any Bdoc errors
To imitate manual BP transfer
T-Code R3AR2 - Define Requests

Make sure you are in Change Mode and change the Reqname to the BP number being
manually synched
Select the Line and double click on Request Detail
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Enter the BP number in the LOW field and SAVE

Exit to the Main Menu and double click Start Requests
T- Code: R3AR4 - Start Requests

Search for the Request via Requst Name field
Double check the Source (From) and Target (To) Sites and Click Execute
T Code: R3AR3 - Monitor Requests

To confirm that the request was successfully completed
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Enter the Request Name and click Execute
Transaction Launcher: Error when opening an RFC connection

(CPIC-CALL: ' )
Check the Transaction Launcher logical System normally the errors means its pointing to the
wrong connection ERP client
When Email are not routing to correct
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Fatsies In Progress.

Set up Filters to synch between ERP and CRM..........................................................................98

Manually creating an Organizational Model............................................................................140

Delete Emails from SOST

Define Receiving E-Mail Addresses/Fax Numbers

Define Outgoing E-Mail Addresses - Maintain in DEV

Define Outgoing E-Mail Address Groups

Assign Service Manager Profile

SPRO Define Quick Search

- Business needs to complete on PRD

Update ZM24_RULE_POLICY This might the actual last step

- Needs to be maintained in CRM PRD once Cornell has completed the

Remember to add the publication to the drop down box

Assign user to Org Structure Email Box - PPOMA_CRM

Search for the user (via Owner) and click ok.

CRM SMSs Affiliation Codes Maintain

2. Select the record to be completed Click on Sub Complaint

CRM 120min Process

comes in for Finance:

3. OTD Replacement or Credit

Identify and confirm customer

5. Finance Service Request

Select E-Mail from the inbox

6. Scenario 2 - Email comes in for Replacement or Credit:

Click the END button.

Codes and Catalogs Part 1 of 2

Codes and Catalogs for Marketing Campaigns Part 2 of 2

Add Status Priority Dropdown Options

First find role Define Transaction Types

Copy Status Profile e.g.

CRM SMS SCON

Define Direct Link Groups, take Group ID

Value = ERP Transaction you want to call

Now to add JVLA to the NAV bar in CRM

Define Link (copy existing link)

Hit Enter then Save

Exit to SPRO then enter Define NAV Bar Profile again

Copy the group ID

Copy line and include JVLA

Go to Client 254 and SCC1 (import the change to DEV)

Log on the CRM UI 254 and check if the T code is there.

To Add and Remove Work Centers links from Profile Roles

Call List Rules

IC Manager Role sees all Call list Active or Inactive

Call List Process

Click on Call Lists

Manually Closing a Call List

Manually marking the activities as complete

Call List Not Appearing

Adding Assignment Blocks to UI

SMS Ad Hoc Table Template (can be added directly in PROD)

Change Do Not Update Email:

NP Object ID 83533 T.Type - ZN13

Transport change between same clients

Transporting Rules and Categorization Schema is a client dependent config.

To transport Category Schema:

It is recommended to transport the catalog, code and codegroups if you have

T-code: SE38 or SA38

Check CRM PROD for failed Campaigns

From: Nasheel Ganas

From: Curt Veenendaal [mailto:Curt.Veenendaal@media24.com]

The difference in my segmentation is:

Should DONOR PAYERS not be the same number as DONOR RECIPIENTS?