SAP Trade Promotion Management
Master Data
Trade Promotion Evaluation
Planning Account Volume with Mobile Sales
Basic Functions
Inbox
Rejections
Rejection Behavior
Notifications
Personalization
Pending Confirmations
Cross-Component Functions
Instant Reporting
Attachments
Notes
Using Advanced Selection
Offline Account Volume Planning
Planning in Microsoft Excel
Charts and Target Objectives
Trade Promotion Planning
Basic Functions
Partner Processing
Partner Processing: Overview
Basic Elements of Partner Processing
Partner Functions
Partner Function Categories and Relationship Categories in CRM
Partner Function Categories and Relationship Categories in EBP
"Undefined Partner" and "Is the Undefined Partner of"
When "Undefined Partner" Is the Best Choice
When Not to Use "Undefined Partner"
Blocking Partner Functions
Excluding Partner Functions in Master Data
Blocking Partner Functions in Partner Processing
Access Sequences
Partner Determination Procedures
Partner Processing and Business Partner Master Data
Partner Determination Using Business Partner Relationships
International Address Version Maintenance
Partner Processing and Organizational Data
Attributes and Rules Used in Partner Determination
Partner Teams
Alternative Partner Proposal
Differences Between CRM and R/3
Conceptual Differences: Partner Processing in CRM and R/3
Maintaining Business Partner Master Data
Partner Type in R/3 and Partner Function Category in CRM
Account Group in R/3 and Business Partner Classification in CRM
Business Partner Relationship Category
Sources for Partner Determination
Sequences in R/3 and Access Sequences in CRM
Customizing Differences
Data Exchange for Conditions
Data Transfer from the R/3 System (Download)
Differences in Pricing in SAP CRM and SAP R/3
Differences in the Data Model
Differences in Routines (Formulas and Requirements)
Transferring Customizing Data
Copying Customizing Data into the CDB (Consolidated Data Base)
Transferring Master Data
Correction Possibilities for Copying Master Data
Copying Master Data into the CDB
Routines (Formulas and Requirements)
Data Transfer to the R/3 System (Upload)
Copying Master Data (from CRM to R/3)
Correction Options
Using Data Integrity Manager for Conditions
Text Management
Text Object
Text Type
Text Determination Procedure
Definition of Text Determination Procedure
Text Determination
Type of Text Transfer
Definition of Access Sequence
Assignment of Fields
Standard Texts in CRM
Check Text Customizing for Consistency
Setting New Text Types
Specify a Text Type in SAPscript
Translating Text Types
Setting Texts
Set Texts Using Text Determination
Translating Procedure Descriptions and Access Sequence Descripti
CRM Content Management
Linking Content Objects and Business Objects
Document Management
Document Processing
Content Search
Integrating Microsoft Word
Version Management
Content Servers
Exchanging Documents with the Mobile Client
Content Management in the Business Transaction
Extensions with the Easy Enhancement Workbench in CRM
Customizing Includes
Easy Enhancement Workbench
Easy Enhancement Workbench for Marketing
Adding Fields to the Marketing Planner
Easy Enhancement Workbench for Business Transactions
Easy Enhancement Workbench for the Resource Planning Tool
Easy Enhancement Workbench for Business Partner
Adding New Fields in Business Partner
Adding New Tables in Business Partner
Migration of BDT-Extensions to the People-Centric UI
Easy Enhancement Workbench for Partner/Product Ranges
Adding New Fields in the PPR Standard Set Types
Easy Enhancement Workbench for Solution Database
Easy Enhancement Workbench for Installed Base Management
Easy Enhancement Workbench for Case Management
Easy Enhancement Workbench for Counters and Readings
Trade Promotions
Marketing Calendar
Creating a Query
Working with the Marketing Calendar
Customizing for the Marketing Calendar
Deal Master
Working with Deals in the Marketing Calendar
Generating Trade Promotions from Deals
Marketing Planner
Basic Data for Trade Promotions
Creating Marketing Projects
Creating Marketing Projects with Templates
Marketing-Specific Customer Defaults
Marketing-Specific Additional Date Ranges
Creating a Query
Assigning Product Catalogs and Catalog Variants
Assigning Products
Assigning Product Groups
Assigning Partners
Determining Contact Partners
Notes for Marketing Elements
Assigning Documents
Assigning Questionnaires
Key Figure Planning in the Marketing Planner
Basic Key Figure Planning
Key Figures
Trade Spends/Volumes
Using the Buying Pattern in Planning
Free Goods in Volumes/Trade Spends
Example: Traffic Lights for Trade Promotions
Analyses
Success Key Figures
Special Conditions in Trade Promotions
Condition Generation in a Trade Promotion
Customizing for Condition Generation
Rebate Agreements in a Trade Promotion
Customizing for Rebate Agreements
Interaction of Rebate Agreements with SAP R/3
Extended Rebate Processing
Extended Rebate Processing
Rebate Agreement
Creating a Rebate Agreement
Rebate Recipient
Rebate Settlement Material
Performing Extended Rebate Settlement
Updating Indirect Sales
Updating Indirect Planning Data
Customizing – Extended Rebate Processing
Activating the New Rebate Procedure from Release 4.6 A
Defining Agreement Types
Setting Up the Variable Key for Rebate Settlement
Checking the Variable Keys for Rebate Settlement
Activating Extended Rebate Processing
Simulating and Executing the Reorganization of Statistical Data
Extended Rebate Processing for Indirect Sales
Settings for Creating Indirect Billing Documents
Generating an Update of Indirect Sales
Defining Settings for Reconciliation Accounts
Business Add-In
Extensions to Settle Rebate Agreements
Extensions to Update Indirect Data
Maintaining Free Goods in a Trade Promotion
Connection to the SAP R/3 System
Transferring a Marketing Project to the R/3 System
Status Management
System Status Overview
Business Transactions
Print Preview and Form Management
Authorizations in Marketing Planning and Campaign Management
Actions and Conditions
Processing Time
Action Monitor
Printing Marketing Output via the Action Monitor
Actions in CRM Marketing
Output Determination in CRM Marketing
Condition Editor
Conditions for Scheduling and Starting Actions
Controlling Actions
Determining Conditions
Processing Actions in Marketing Objects
Processing Actions using the Application Toolbar
SAP Business Workflow
Workflow for Approving Marketing Campaigns
Change Documents for Marketing Projects
Archiving Marketing Planner Data
Archiving Object CRM_MKTPL
Integration between SAP CRM and SAP SCM
Transfer of Baseline Sales Quantity
Integration with Demand Planning and Supply Network Planning
Settings in SCM for Integrating with SCM
Settings in CRM for Integrating with SCM
Trade Promotion Planning with Mobile Sales
Basic Functions
Inbox
Rejections
Rejection Behavior
Notifications
Personalization
Pending Confirmations
Cross-Component Functions
Instant Reporting
Attachments
Notes
Using Advanced Selection
Trade Promotions
Marketing Calendar
Creating a Query
Deal Master
Working with Deals in the Marketing Calendar
Generating Trade Promotions from Deals
Basic Data for Trade Promotions
Marketing-Specific Additional Date Ranges
Assigning Products
Assigning Partners
Marketing-Specific Customer Defaults
Status Management
Planning in Mobile Sales for Campaigns and Trade Promotions
Planning on Key Figures in Mobile Sales
Volume and Trade Spend Planning in Mobile Sales
Cost Planning in Mobile Sales
Success Key Measure Planning in Mobile Sales
Planning in Microsoft Excel
Condition Generation with Mobile Sales
Trade Spends
Trade Promotion Execution
Basic Functions
Data Exchange for Conditions
Data Transfer from the R/3 System (Download)
Differences in Pricing in SAP CRM and SAP R/3
Differences in the Data Model
Differences in Routines (Formulas and Requirements)
Transferring Customizing Data
Copying Customizing Data into the CDB (Consolidated Data Base)
Transferring Master Data
Correction Possibilities for Copying Master Data
Copying Master Data into the CDB
Routines (Formulas and Requirements)
Data Transfer to the R/3 System (Upload)
Copying Master Data (from CRM to R/3)
Correction Options
Using Data Integrity Manager for Conditions
Interaction of Rebate Agreements with SAP R/3
Campaign Determination
Actual Costs
Account Assignment to Profitability Analysis (CO-PA)
Acc.Assignment to WBS Elmnts with Settlement to Prof.Analysis
Account Assignment to WBS Elements without Settlement to Profita
Trade Promotion Validation