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CRM_ELM_ACT - Actions in External List Management

CRM_ELM_ACT - Actions in External List Management

CPI1466 during Backup   General Material Data  
This documentation is copyright by SAP AG.
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The External List Management(ELM) process requires that addresses rented from address providers be deleted from the system after a certain number of contacts or after a certain period if no positve reaction is elicited from the business partner. A positive reaction can be defined as a positive inbound contact. The number of permitted contacts or the period in which the addresses can be used is defined in the contract conditions of the address provider.

The logging of all interactions in ELM with the rented business partners makes it possible for all participtants to view at any time whether an address can be added to the customer master data of the company or whether it must be deleted because the agreed period has elapsed (or because the maximum number of contacts have been made).

The address provider usually reserves the right to be informed of the deletion of addresses that can no longer be used. This requirement can be supported in the system by the creation of a log created during the deletion process.

To monitor interactions or to distribute of business partners created in the system on the basis of rented address data, the Rented indicator is set automatically in the sales classification of the business partner master record.

Before every planned interaction with the rented address, the system determines the number of outbounds created for each address, and decides whether the interaction is still permitted.

If a contact with a business partner results in a positive reaction, then the Rented indicator in this master record is automatically deleted. This can be done using Actions.

In Customizing for actions, the following steps must be performed for External List Management:

  • Create or select action profile
The action for deleting of the Rented indicator must be assigned to an action profile. This can be a standard profile or a customer-defined profile. To do this, choose: Define Action Profiles and Actions.
  • Create action definition
The standard delivery provides the action ACTIVITY_REMOVE_BP_FLAG in the action profile for the ACTIVITY. It can be used as a template for the creation of your own actions. To do this, choose: Define Actions Profiles and Actions.

  • Define conditions
Schedule conditions and start conditions can be created for an action. The standard delivery provides the schedule conditions for action ACTIVITY_REMOVE_BP_FLAG. Choose: Define conditions.

  • Assign action profile to the transaction type
This is where you assign action profile, transaction type and transaction category. Choose:Assign Action Profile to the Business Transaction Type.

In the Customizing delivery for action ACTIVITY_REMOVE_BP_FLAG, the Rentedindicator is deleted if a positive inbound contact from a rented business partner is saved in the system.

The two restrictions "Business partner is rented" and "positive inbound contact" are used as schedule conditions. Method MKTLIST_IS_RENT is used to execute the action.

Method CRM_MKTLIST_IS_RENT is an implementation of method EXECUTE from the IF_EX_EXEC_METHODCALL_PPF interface.

Process flow in method MKTLIST_IS_RENT

  1. Determine the reference object (current document).
  2. Read the date from the current document via function module CRM_ORDER_READ.
  3. Determine the contact partner (main partner) for the contact from the import table lt_partner. Determine the sold-to party if a sales order is involved. The method supplied only takes into account the transaction categories of Contact and Sales Order. This method must be implemented by the ELM user according to his/her own requirements. For example, other transaction categories could also be included.
  4. Call function module CRM_MKTLIST_BP_FLAG_REMOVE. This module encapsulates the logic for deleting the Rented indicator.
  5. If the contact person in the document is an organization, module CRM_MKTLIST_BP_FLAG_REMOVE selects all existing contact persons from table CRM_MKTLIST_I. If the contact partner is a private individual, then the business partner could be used as the contact person for one or more organizations. For this reason, the system select the corresponding organizations for the current business partner. Function module BUPA_NUMBERS_READ is used to determine the corresponding business partners numbers from the selected business partner GUID's. The Rentedindicator is deleted via BAPI_BUPA_FRG0040_CHANGE for all the business partners determined.

Comments

The user must consider the address provider's contract conditions to define precisely under what conditions a rented address can be defined as "won."

The following questions must be considered when doing this: which business activities can be included? what are the start/schedule conditions for the actions? For which business partners in the document can the Rented indicator be deleted?

The method for deleting the indicator can be implemented in the same way as in the example implementation.






General Data in Customer Master   CL_GUI_FRONTEND_SERVICES - Frontend Services  
This documentation is copyright by SAP AG.

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