Mass Generation of Sales Orders via Marketing Projects

This function enables you to generate sales orders from campaigns or trade promotions for a predefined group of accounts. This is useful in scenarios where the same sales orders need to be created for a large number of accounts with certain attributes.

Example Example

You are a manufacturer of spare parts and have a new range of parts, which all of your dealers in the region "North" and with a turnover of more than USD 500,000 need to have in stock.

End of the example.

Prerequisites

To generate sales orders via campaigns or trade promotions, you must set up a communication medium in Customizing that enables the generation of sales orders. To do so, create a communication medium with the communication method Generate Sales Order in Customizing for Customer Relationship Management (CRM), by choosing Start of the navigation path Customer Relationship Management Next navigation step Marketing Marketing Planning and Campaign Management Campaign Execution Define Communication Medium End of the navigation path .

For more information, see Preparing for Campaign Execution.

Features

You can generate sales orders automatically for one or more products for a predefined customer segment. To do so, create one or more Target Groups containing all accounts that meet the required criteria and assign this target group or these target groups to the campaign or trade promotion. For more information, see Planning for Target Groups.
In addition, assign the required products and enter a quantity for each product.

To execute the marketing project, choose a communication medium that generates sales orders. When you start the execution, a sales order with the assigned products and quantities is generated for each account in the target group or target groups. The sales orders generated in this way contain a reference to the marketing project.
If required, you can assign a sales order template to the campaign or trade promotion. In this case, the generated sales orders will contain additional data from the corresponding template, such as notes, for example. The template must have the template type D. For more information, see the Implementation Guide (IMG) under Customer Relationship Management Transactions Basic Settings Define Transaction Types .
To inform your customers about the generation of the sales orders, you can configure your communication medium so that parallel to the campaign execution an e-mail informing customers about the sales orders is also sent.