Campaign Validation and Exclusivity Check 

Use

This function supports the determination of multiple campaigns or trade promotions.

Prerequisites

See section 'Prerequisites’ in Assignment of Multiple Campaigns or Trade Promotions

Features

Campaign Validation

To be found automatically, a campaign or trade promotion must fulfill the following conditions:

●     The campaign or trade promotion has to be released.

●     The campaign or 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 or 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 or trade promotion.

The system checks the validity of the entries (validation).

Before the system marks a campaign or trade promotion as valid, it checks the following:

●     Whether the campaign or trade promotion has been released

●     Whether the pricing date corresponds to the purchase period and/or the planning period

●     in the item

○     Whether the product is compatible with the product or product segment assigned in the campaign or trade promotion

○     Whether the same distribution chain (sales organization and distribution channel) is used in the sales order and the campaign or trade promotion

The system determines the description and type of the marketing project.

The system determines whether the campaign was found automatically or entered manually.

The system checks whether exactly one campaign is selected as the main assignment.

A campaign or trade promotion linked with a business transaction is also transferred into a follow-up document.

You can use Business Add-In CRM_MKTPL_VALI for campaign validation. You can use it to create your own checks in addition to the standard checks.

For more information about this BAdI, see the SAP Implementation Guide (IMG) at Customer Relationship Management ®Marketing ®Marketing Planning and Campaign Management ® Additional Business Add-Ins (BAdIs) for Marketing Planning ® Bad: Define Validation for Campaign Type.

Exclusivity Check

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. The system performs an exclusivity check during campaign determination:

It takes place in manual and automatic assignment.

●     If the check determines an exclusive campaign or trade promotion during the determination process, it flags this trade promotion as valid and all others as invalid.

●     If the check finds several exclusive campaigns or trade promotions, the system provides a logic in order to determine one single exclusive campaign or trade promotion from them. You can implement your own logic for the checks in campaign determination in method SELECT_EXCLUSIVE_CAMPAIGN of BAdI CRM_CAMPAIGN_BADI.

For more information about this BAdI, see the SAP Implementation Guide (IMG) at Customer Relationship Management ® Basic Functions ® Campaign Determination ® Business Add-Ins ® BAdI: Campaign Validation, Selection, and Data Transfer to Order.