Assignment of a Campaign or Trade Promotion 

Use

You can use campaigns, trade promotions, or coupons to offer your customers special conditions and discounts for a certain order item. The system uses these campaigns, trade promotions, or coupons for pricing. In the context of campaign determination, the system determines exactly one related campaign or trade promotion when a sales order item is entered. This campaign or trade promotion is then incorporated into pricing for the order item.

Automatic campaign determination is available in CRM Enterprise, Mobile Sales, CRM E-Commerce, and in the Interaction Center.

Prerequisites

Campaign determination in CRM Enterprise and in the Interaction Center is controlled using condition technique.

You have made the required settings in Customizing for Customer Relationship Management (CRM), by choosing Basic Functions ® Campaign Determination.

If you only want to assign one campaign or trade promotion to an order item, you have to have chosen the value Blank in the column Multiple Promotions in the SAP Implementation Guide (IMG) at  Customer Relationship Management ® Basic Functions ® Campaign Determination ® Assign Determination Procedure.

Features

Based on the entries made for business partner, pricing date, and product, the system can assign a campaign or trade promotion to an order item. If, during online processing, the system finds several campaigns for a combination of business partner, products and time period, a dialog box appears, in which the user can select the required campaign. Only one campaign can be assigned to a sales order item at a given time. Therefore, you can select only one campaign from the dialog box.

A campaign or trade promotion can either be entered manually or be determined automatically by the system. Automatic campaign determination is only performed if no campaign or trade promotion has been assigned manually. Although it is possible to find multiple campaigns or trade promotions in campaign determination, in the case of assignment of multiple campaigns or trade promotions, only the campaign or trade promotion for which the main assignment was set in sorting are assigned to the order item.

If, however, the order is processed using Electronic Data Interchange (EDI), that is to say without a user interface or user entries, Business Add-In method SELECT_CAMPAIGN is called up for Business Add-In CRM_CAMPAIGN_BADI. This BAdI method assigns a campaign to the order item using the criteria that were stored in the method. For more information about this Business Add-In, see below.

●     Linking the campaign with the business transaction, and displaying the campaign or trade promotion in the document flow on item level. Although the campaign or trade promotion is saved on header level in the document flow, it is not displayed on the user interface. A campaign linked with a business transaction is also transferred into a follow-up document. However, each item in the business transaction can only be linked with one campaign.

●     Determination of different prices, discounts, or free goods depending on the campaign.

●     If you enter a campaign manually in a business transaction, it cannot be overwritten by one that has been found automatically.

●     The system only carries out campaign determination again if the following data is changed:

○     Sales organization

○     Distribution channel

○     Sold-to party

○     Product

○     Pricing date

●     Business Add-In CRM_CAMPAIGN_BADI is available in CRM, and allows you to:

○     Execute your own checks for campaign validation within campaign determination

○     Specify the criteria according to which the system should select a campaign and assign it to an order item when the order is processed electronically via Electronic Data Interchange (EDI)

Specify which data should be copied from the campaign to the order item within campaign determination
This Business Add-In is available in Customizing for SAP CRM under Basic Functions ® Campaign Determination ® Business Add-Ins ® Add-In for Campaign Validation, Selection and Data Transfer. For more information, see the documentation provided for this activity.

Special Features for Mobile Sales

●     In Mobile Sales, the link with the campaign is not displayed via the document flow, but rather in the item.

●     Automatic campaign determination is not based on condition technique. To activate determination in Mobile Sales, go to Customizing for Mobile Sales and choose Mobile System Maintenance ®  Sales Transactions: Settings ® General Settings, and activate Determination of Campaign or Trade Promotion.

Special Features for CRM E-Commerce

Your customers can enter campaigns or trade promotions manually in the Web shop, or use automatic campaign determination. You can enter campaigns or trade promotions manually in the Web shop, or use the e-mail link in a campaign to fill the campaign field automatically when you follow the link to the Web shop. You can enter the campaign ID in the Web shop in either the product catalog area or in the shopping basket at header or item level.

The following functions only apply to campaign determination in the Web shop:

●     You can set up automatic campaign determination at item level in the order in the Web shop. If the system has assigned a campaign automatically, it flags products in the Web shop order with the corresponding symbol  for campaigns, and adjusts the price accordingly.

In the B2C Web shop, you can only enter campaigns or trade promotions manually; automatic campaign determination is not supported.

●     Automatic campaign determination is activated in the standard configuration at item level in the B2B Web shop. If a product is used in more than one campaign, the system displays all campaigns for this product in a dialog box. You can assign none of the campaigns or exactly one to the order item.

●     When you enter a campaign in the shopping basket at header level, the system then enters this campaign in all new products that you enter at item level. When a customer enters the Web shop, or enters a campaign in the catalog area, the system automatically copies the campaign to the header level in the shopping basket.  If you make changes to the campaign at header level in the shopping basket and return to the product catalog, the system automatically takes your changes into account and changes the catalog prices so that they match the new campaign entry.

●     If you have assigned a campaign, no further campaign determination is triggered at item level. You set manual campaign determination on the Order tab page in the Web-based Shop Management application.

Campaign validation is always carried out automatically for CRM E-Commerce. Therefore, Customizing for campaign validation is ignored. This means that the system checks whether the campaign is valid for the product, sold-to party, and so on. This ensures that not every product is valid for any sold-to party and any campaign. If you want to change this behavior, you have to make the necessary modifications in the function module concerned. Field CheckProj in the IMG activity Assign Determination Procedure in the SAP Implementation Guide (IMG) at Customer Relationship Management ® Basic Functions ® Campaign Determination is therefore not valid for campaign determination in the E-Commerce Web shop.

 

See also:

For more information about processing campaigns or trade promotions, see documentation for the Marketing Planner.