Assignment of Multiple Campaigns/Trade
Promotions 
Use
When you process an order item in SAP ECC, and would like to change data, the system carries out campaign determination for the sales order again. Since overlapping campaigns/trade promotions are supported, it is possible for the system to determine multiple related campaigns/trade promotions and assign them to an order item. The assigned campaigns are incorporated into pricing, which results in different prices, discounts, or free goods being calculated for the order item depending on the campaign/trade promotion. This function allows multiple campaigns/trade promotions to be taken into account for pricing at a given time for the same customer.
Campaign determination is controlled using condition technique.
Prerequisites
You use both SAP ECC and SAP CRM, and have made the required settings for campaign determination in Customizing for SAP CRM. For more information, see the SAP Implementation Guide (IMG) for SAP CRM under Customer Relationship Management (CRM) ® Basic Functions ® Campaign Determination.
You have transferred the required data, that is, condition records, from SAP CRM to SAP ECC.
You have made the necessary settings in Customizing for SAP ECC, and have selected value A or B so that the assignment of multiple campaigns/trade promotions is supported for the particular campaign schema. You do this in the SAP Customizing Implementation Guide (IMG) under Integration with Other SAP Components ® Customer Relationship Management ® Basic Functions ® Campaign Determination ® Activate Campaign Determination. Otherwise, it is only possible for one campaign to be assigned to an order item. Depending on the systems you use, the following values are available for selection here:
·
Blank
Assignment of multiple campaigns/trade promotions is not supported.
In other
words, it is only possible to assign one campaign/trade promotion to an order
item.
·
A
Assignment of multiple campaigns/trade promotions is supported. You use this
value if your system landscape comprises both a CRM Enterprise system and an
SAP ECC system. Sorting of manually assigned and automatically found
campaigns/trade promotions takes place according to the access sequence, and
is, therefore, only compatible with CRM Enterprise.
·
B
Assignment of multiple campaigns/trade promotions is supported. Sorting of
manually assigned and automatically found campaigns/trade promotions takes
place according to a simple sorting that is compatible with both CRM
Enterprise and Mobile Sales. A simple sorting is necessary because
determination is not based on condition technique in CRM
Mobile.
In addition, you can influence the copy control for campaigns, and explicitly define in Customizing how campaigns/trade promotions are linked to the order item, copied to the subsequent document, and whether the campaigns are redetermined in the subsequent document. You have the option of maintaining the copy type in Customizing for SAP ECC in the SAP Customizing Implementation Guide (IMG) under Sales and Distribution ® Sales ® Maintain Copy Control for Sales Documents in the field Campaign Determination.
If you do not assign a value to this field in SAP ECC, that is to say you accept the default value Blank, unlike in SAP CRM, no campaigns/trade promotions are copied, and campaign determination is not triggered again in the subsequent document. This means that the differing responses so far of the two systems are supported.
You have the following options:
·
A
Copy all campaigns to the subsequent document without campaign determination
being carried out again there.
·
B
Do not copy any campaigns to the subsequent document. Determination is carried
out again in the subsequent document.
·
C
Copy all manually assigned campaigns. The system checks the validity of the
campaigns for a certain period in the subsequent document, and carries out
campaign determination again there.
Features
Campaign determination does not take place when the sales order is replicated from SAP CRM to SAP ECC. Campaign determination is only triggered again in SAP ECC once you make changes to the following data:
· Sales organization
· Distribution channel
· Sold-to party
· Product
· Pricing date
If you would like to make changes to data in an order item in SAP ECC, the system can determine multiple campaigns/trade promotions, and assign them to this order item. It does this based on the entries you make regarding business partner, pricing date, and product. The campaigns/trade promotions determined for an order item are then incorporated into pricing and the determination of free goods.
Unlike in SAP CRM, in SAP ECC you cannot process condition records for campaign determination. The condition records are transferred from SAP CRM to SAP ECC. When you choose the pushbutton Analysis on the Conditions tab page at item level, you can display the condition records that are relevant for campaign determination in the corresponding condition type.
Furthermore, SAP ECC does not save master data for campaigns/trade promotions, and therefore does not have any information on campaigns/trade promotions itself. The campaigns/trade promotions are sent from SAP CRM to SAP ECC as GUIDs, and saved in the table CMPB_MAP. The table CMPB_MAP additionally has the following fields for the assignment of multiple campaigns/trade promotions:
- START_DATE
- END_DATE
- PRIORITY
- IS_EXCLUSIVE.
The data for these fields is either sent from SAP CRM to SAP ECC when the campaigns/trade promotions are released or when they are changed. However, it is not possible to change this data in SAP ECC.
Determining and Validating Multiple Campaigns/Trade Promotions
Campaign determination is not carried out at header level; it only takes place at item level when data relevant for determination is changed in the sales order. Determination at item level is product-specific, and is used in the pricing of individual order items. A campaign/trade promotion that is linked to a business transaction is also transferred to subsequent documents.
If campaign determination is carried out again because data that is relevant for determination is changed, manually assigned campaigns/trade promotions stay the same. In SAP ECC, you cannot process campaigns/trade promotions that were assigned manually in SAP CRM. For example, you cannot delete manually assigned campaigns.
After changed data is entered for business partner, pricing date, or product in a sales order item, the system automatically determines and checks the campaigns/trade promotions available for that item. Depending on the result of the check, the system allocates one of the following indicators for each entry:
· Is or is not main assignment
This indicator is significant for reporting and for cost assignment because only the campaign/trade promotion with the main assignment is transferred to SAP BW. This indicator is of no significance for pricing. In pricing, all valid campaigns/trade promotions are considered with the same priority. The main assignment is set automatically for a manually assigned campaign. The system checks whether precisely one campaign is set as the main assignment.
· Is or is not valid
In order to be found automatically and thereby be valid, a campaign/trade promotion must fulfill the following conditions in SAP CRM:
¡ The campaign/trade promotion must be released in SAP CRM.
¡ The campaign/trade promotion contains at least one member of a target group, or a planning customer that matches a sold-to party in the sales transaction.
¡ The campaign/trade promotion has at least one assigned product for which sales organization and distribution channel match those in the sales transaction.
¡ The pricing date of the sales transaction matches the validity period, that is, the current start and end date of the campaign/trade promotion.
· Is or is not exclusive
The validity of a campaign depends, amongst other things, on whether it has the attribute Exclusive. You can set this attribute when you create the marketing project in SAP CRM. The system performs an exclusivity check during campaign determination.
¡ If the check returns an exclusive campaign/trade promotion, the system marks only it as valid, and all others as invalid.
You can create your own implementations for determining, checking, and validating campaigns/trade promotions, and thereby adjust campaign determination to suit your needs. You can use the following Business Add-Ins (BAdI) for this in the SAP Implementation Guide (IMG) under Integration with Other SAP Components ® Customer Relationship Management ® Basic Functions ® Campaign Determination ® Business Add-Ins for Campaign Determination:
· Business Add-In for controlling campaign determination
· Business Add-In for merging assigned campaigns
· Business Add-In for validating campaign assignment
Sorting Campaigns/Trade Promotions
When you create a campaign/trade promotion in SAP CRM you can assign it a priority. These priorities are taken into account when campaigns/trade promotions are sorted, and are used to determine the main marketing project. A campaign that is assigned manually in SAP CRM always has the main assignment, even when other campaigns are found automatically.
Depending on your system landscape and your Customizing settings, you can use the following sorting options:
· Simple Sorting
Since determination of campaigns/trade promotions is not based on condition technique in Mobile Sales, and the sorting in all systems used, for example in SAP ECC, SAP CRM Enterprise, and Mobile Sales must be the same, the system provides simple sorting.
You have to use this kind of sorting if you also use Mobile Sales in your company.
The campaigns are sorted according to the following criteria, and transferred to pricing in the sequence determined here:
1. Manual assignment
2. Priority assigned when the campaign/trade promotion was created
3. Identification or campaign ID
Manually assigned campaigns/trade promotions are always listed first in the sorting. For automatically found campaigns, the priority of the campaign/trade promotion, as well as the identification (name of the marketing project) are used as attributes for their sorting sequence. If there are campaigns/trade promotions with the same priority, the system uses the identification or campaign ID as a sorting criterion, and sorts the campaigns in alphabetical order.
Campaigns/trade promotions that come at the top of the list according to these sorting rules count as the main marketing project and have the main assignment.
· Sorting According to Access Sequence
If you do not use Mobile Sales in your company, you can sort the campaigns/trade promotions on the basis of condition technique. The campaigns/trade promotions are then sorted as follows:
1. Manual assignment
2. Position in the campaign schema (level and counter)
3. Position in the access sequence
4. Priority assigned when the campaign/trade promotion was created
5. Identification or campaign ID