The aim of the crossmatching function is to avoid unnecessary sales activities and sales promotions. It enables you to keep track of which partners are or were involved in particular sales activities or mailing campaigns to ensure that these partners are not contacted too quickly with similar campaigns. You can create a list of all sales support documents which involve partners who are included in at least one other sales support document. You can either decide yourself or let the system propose which of the documents can be assigned the ‘completed’ status and which of the partners can be deleted from which sales support document.

You start the crossmatching function from the initial sales support screen

When you start the function, you reach a selection screen on which you can specify the selection criteria such as:

• Range of document numbers

• Partner numbers

• Sales support document types

• Document status

You must specify the sales organization in which you want to search for redundant documents. If you want the system to propose which documents should be assigned the ‘completed’ status and which partners can be deleted from which sales support document, select the Set sls activ./partners button.

The system adopts the following strategy:

• The ‘completed’ status should be assigned to all sales activities which have only one sold-to party and one contact person and all direct mailings which have only one partner.

• In the case of direct mailings with more than one partner, the system checks each direct mailing to determine which of the partners can be deleted. One partner must remain assigned to a direct mailing.

You can reverse the proposals made by the system.

During processing of the crossmatching list, you have at your disposal all the usual list functions such as changing the list display and branching to master data or your mail inbox.