Overview:
User records several Calls against a Health Care Professional (HCP) which is a Multichannel Cycle Plan (MCCP) Target. After the MCCP process completes, the calls are not calculated into MCCP. There are no errors in the MCCP process.
Root Cause:
One possible reason for this issue is that Enable_Child_Account_vod Veeva Setting is enabled and the value of MC_Cycle_Plan_Target_vod.Location_vod is not matched to Call2_vod.Location_Name_vod.
The call is not calculated into MCCP if it does not pass the matching of the two fields. (Note: If MC_Cycle_Plan_Target_vod.Location_vod is empty, no additional matching occurs during the calculating.)
The detailed logic is as below:
- If Enable_Child_Account_vod Veeva Setting is true and MC_Cycle_Channel_vod.Source_Object_vod is Call2_vod and:
- If MC_Cycle_Plan_Target_vod.Location_vod is not populated, no additional matching of MC_Cycle_Plan_Target_vod.Location_vod to Call2_vod.Location_Name_vod occurs when calculating call into MCCP (using existing logic).
- If MC_Cycle_Plan_Target_vod.Location_vod is populated, additionally match MC_Cycle_Plan_Target_vod.Location_vod to Call2_vod.Location_Name_vod when calculating the individual territory channel activity actuals.
- If MC_Cycle_Plan_Target_vod.Location_vod is populated, then additionally match MC_Cycle_Plan_Target_vod.Location_vod to Call2_vod.Location_Name_vod when calculating the individual territory product activity actuals.
- If MC_Cycle_Plan_Target_vod.Location_vod is populated, then additionally match MC_Cycle_Plan_Target_vod.Location_vod to Call2_vod.Location_Name_vod when calculating the team channel activity actuals.
- If MC_Cycle_Plan_Target_vod.Location_vod is populated, then additionally match MC_Cycle_Plan_Target_vod.Location_vod to Call2_vod.Location_Name_vod when calculating the team product activity actuals.
- If MC_Cycle_Plan_Target_vod.Location_vod is not populated, no additional matching of MC_Cycle_Plan_Target_vod.Location_vod to Call2_vod.Location_Name_vod occurs when calculating call into MCCP (using existing logic).
Solution:
- Correct the value of MC_Cycle_Plan_Target_vod.Location_vod or Call2_vod.Location_Name_vod to make them the same.
- Then, wait for the next run of the MCCP process to do a recalculation.
Related Documentation:
CRM Help Documentation: N/A
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