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Background documentation Allocating Utility Contracts to a Campaign Locate the document in its SAP Library structure

Utility contracts are allocated to a campaign in the CRM system as part of the sales process.

First the campaign must be released in the marketing planner and transferred to the IS-U system using the Transfer to R/3 function.

As a result, a service contract with a service item is created in the CRM system. The item category relevant for the sales process of IS-U/CRM integration must be used.For more information on the sales process, see the SAP service market place http://service.sap.com under Utilities ®  Product Information ® mySAP CRM for Utilities ® Cookbooks&Guidelines ® Cookbook IS-U/CRM Integration of Residential Customers.

If you use a relevant category, you can enter a campaign or campaign element in the item data when the service contract is created. You do this on the Item Overview tab page that can be found in the Item group box.

When the service contract is replicated in IS-U, the campaign ID is stored in the time-dependent data of the IS-U contract. The time slice is restricted by the contract start and end date of the replicated CRM service item.

 

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