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Function documentation Assigning Partners Locate the document in its SAP Library structure

Use

When a marketing element is created in the Marketing Planner, business partners with partner functions can be assigned to it on the Partner tab. You can assign a partner to a partner function and use these partners for workflow in Structure linkcampaign automation or for Structure linkactivity management.

Examples of partner functions are stakeholders or collateral providers.

Integration

The Partner tab page provides standard partner processing functionality.

Prerequisites

You need to make the following settings in Customizing:

·         Customer Relationship Management -> Basic Functions ->Partner Processing ->Define Partner Functions, Define Access Sequences, Define Partner Determination Procedures.

·         Customer Relationship Management -> Marketing -> Marketing Planning and Campaign Management -> Partner Processing -> Assign Partner Determination Procedure

 

If you want to extract data to BW, you will also need the following activity:

·         Integration with Other mySAP.com Components -> Data Transfer to the SAP Business Information Warehouse -> Settings for Application-Specific DataSources (CRM) -> Settings for Extracting CRM Objects -> Define Extraction of Partner Functions

 

Activities

You enter the Partner tab for the relevant marketing element and assign business partners to several partner functions as defined in Customizing for this object.

The entirety of all of these functions is known as the partner set.

A partner set is a collection of partners that are clearly identified by their partner functions (such as person responsible, contact person) and their partner number.

You can change the partner set at any time, that is you can add or remove partners or change their partner functions.

The Partner tab page also contains standard functionality for maintaining details on the selected partner.

For more information on business partners, see Business Partners.

Note Partner determination cannot be carried out from this screen.

Specifics of Mobile Sales

·        In Mobile Sales, you assign partner functions in the Marketing/Details tile set on the Partner Functions tile.

·        Partner functions can be assigned to business partners, contact persons, or employees.

·        For each partner function, you can mark one partner as Main.

·        You can assign more than one responsible employee for a campaign or trade promotion. This assignment is independent of the Person Responsible field in the campaign or trade promotion details.

 

 

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