Creating a Query 

Purpose

The query lets you define how you call up your campaigns or trade promotions. You can define a query for all campaigns in a particular year and with a particular campaign type, for example.

Process Flow

In the People-Centric UI, you proceed as follows:

·         Go to the Marketing Planner and choose Open Advanced Search.

·         Enter an ID in the Identification field.

·         Select the object type.

·         In the field Marketing Hierarchy, you can choose if you want to include other projects in the hierarchy in the query as well. Down, for example, selects all the projects underneath a particular project in the hierarchy and Up, all those above it.

·         Choose Go.

·         Enter a name for your query in the field Name.

·         Choose Add to Show.

·         In the Marketing Calendar, choose Show and select your query.

·         Choose Load.

·         If you select Personalization, you can select the subsequent queries for showing the trade promotions or campaigns in a split screen.

·         You can change or remove queries by going back to the Advanced Search in the Marketing Calendar.

 

In the SAP GUI, you proceed as follows:

 

·         From the menu bar, select Goto ® Open/Close Query Details in the Marketing Calendar.

·         Choose the category of marketing object in the field Find.

·         Choose the search criteria in the field By.

·         In the fields that correspond to this search criteria, select the criteria you wish to use either directly or using the input help.

·         The field Determine Project Hierarchy? allows you to enter whether you wish to show all projects from a particular hierarchy or just the one which you are working on.

·         Save the query as your default and give it a name.

·         If you choose Goto →  Query Administration, you can change, copy or delete your query.

·         If you select Settings and then Queries, you can also choose the query to be used for calling up the related trade promotions or campaigns if you wish to show these in a split screen.

 

Currently the same user settings for the organizational data are used in the PCUI as in the SAPGUI. The organization data cannot, however be maintained via the PCUI. When you create a new marketing element in the PCUI, the organizational data is defaulted from the SAPGUI.          

 

In Mobile Sales, you proceed as follows:

 

·         In the navigation bar, choose Marketing ® Calendar.

·         Activate the Queries tile, and choose the Query Def. button.
The Marketing/Query Definition tile set appears.

·         Choose New.

·         On the Query Details tile, enter the required details.

·         Save the query and give it a name.
You can launch your query from the Marketing/Calendar tile set by making a selection on the Queries tile in the Query field. 

 

If you create a query in the PCUI, it cannot be displayed in the SAPGUI and vice versa.