on 2009 Feb 16 9:23 AM
Hello,
I would like to do a development of report that sets the status on Released Trade Promotions to Finished if TP has expired, i.e. passed the End Date of the TPM.
The report should first search for all active trade promotions, i.e. all trade promotions that have the status "Released", i.e I1004 and then compare the end date of Trade Promotion with the date the report is run and if the end date has been passed then the system status should be changed to Finished, i.e. I1008.
Example:
We are running the report on 16.02.2009 and it finds the Trade Promotion below which has System Status I1004. Then it compares the date of running this report which is 16.02.2009 with the end date of Trade Promotion wich is for example 15.02.2009, since the date has been passed, the trade promotion has expired and thus the System Status should be set to I1008 "Finished" so that it can no longer automatically into a Sales Order.
I would like to know how can I do this ? or in which Implementation Name can I do the modification ?
Thanks in advance for your help
Amirovic
Hello
The report CRM_MKTPL_COND_IF_R001 will change the status for the selected TP. I suggest writing a 'wrapper' program to select the TPs and feed to this report.
It is possible to do this in UI manually. Use the advanced search to find the TPs then mass change the status (in batch).
I understand the reason for wanting to do this but it is not what you mention. If the TP is in the past, it will not be picked up in an order because of the date range of the condition records. You do not need to run this report to 'stop' promotions.
I see the value of this report in 'cleaning' up the system.
Regards
Edward
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Hello All,
I will explain my request better :
Iu2019m looking for help. I'm working in CRM 2007 and I need a template of similar report where I can find this requirement:
I have to create a report to set the status on Released Trade Promotions to Finished if Trade Promotions has expired, i.e. passed the End Date of the TPM.
The report should first search for all active trade promotions, i.e. all trade promotions that have the status "Released", i.e I1004 and then compare the end date of Trade Promotion with the date when the report is run and if the end date has been passed then the system status should be changed to Finished, i.e. I1008.
Example:
We are running the report on 16.02.2009 and it finds all the Trade Promotion which has System Status I1004 u201CReleasedu201D. Then it compares the date of running this report which is 16.02.2009 with the end date of Trade Promotion wich is for example 15.02.2009, since the date has been passed, the trade promotion has expired and thus the System Status should be set to I1008 "Finished" so that it can no longer automatically determined into a Sales Order.
Thanks in advance for your help
Best Regards,
Amir
PS: This report should be running in the background as a daily job.
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