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Background documentationReports for TPM Locate this document in the navigation structure

 

The following table contains reports that are available in the trade promotion management (TPM) business scenario for you to schedule as batch jobs. This list is, however, not exhaustive. If you wish to view information on more generic reports that can also be used for TPM, go to the ABAP Editor (transaction se38) and using the input help for the Program field, select SAP Applications in the dialog box that appears, and call up the relevant reports. You can view the documentation by choosing   Goto   Documentation  .

Note Note

These reports are all located in SAP Customer Relationship Management (SAP CRM) unless otherwise indicated. For more information on individual reports, see the report documentation in the ABAP Editor (transaction se38). Some reports are available in the CRM WebClient UI. Other reports are still available in the SAP GUI. In the case of the latter, we provide you with the technical name of the report to assist you.

End of the note.
Reports for TPM

Where Found

Report Name

Description

Job Scheduler (transaction sm36) in SAP GUI

Status Change Marketing Projects (CRM_MKTPL_COND_IF_R001)

Allows you to change the status of selected marketing projects

For example, you can change the status to Release which generates conditions or you can close the marketing projects once they reach their end date. The following are the statuses that are available:

  • Release

  • Lock

  • Unlock

  • Close

  • Undo “Closed” status

  • Reject

  • Reset Rejected

  • Approve

Select the marketing projects and choose the status that you wish to set. If you check Issue log, the system displays all of the messages in the form of a log. In background processing, the system creates a spool order for the log. If you check Test run only, the system does not make any changes to the database.

CRM WebClient UI under   Marketing   Create   Job  

Trade Promotion Overlap Check

Checks for and analyzes trade promotion overlaps

CRM WebClient UI under   Marketing   Create   Job  

TPMs Statuses Change

Allows you to change the status of selected trade promotions

Job Scheduler (transaction sm36) in SAP GUI

Condition Generation Marketing Projects (CRM_MKTPL_COND_IF_R002)

Allows you to generate conditions on the basis of key figures for selected marketing projects

Select your marketing projects and you can restrict the condition generation by trade spend. For more information on the checkboxes, see the first report description.

Job Scheduler (transaction sm36) in SAP GUI

Marketing Condition Generation Customizing - Populate Rebate Application (CRM_MKTPL_COND_CUST_XPRA)

Allows you to generate CRM rebates for some trade promotions and ERP rebates for other trade promotions

You can choose a different rebate application for each condition generation type. A condition generation type is then assigned to a campaign type and sales area. Once the rebate agreements are generated, table CRMC_MKTPL_REB is read to determine which rebate application should be used.

Job Scheduler (transaction sm36) in SAP GUI

PMDC: Marketing Persistent Master Data Changes (CRM_MKTPL_PMDC)

Allows you to update Marketing objects with changes to the product master data also called pertinent master data changes (PMDC)

CRM WebClient UI under   Marketing   Create   Job  

Accrual Calculation

Calculates accruals

Job Scheduler (transaction sm36) in SAP GUI

Funds Management: Accrual ASA Clean (RCRM_FM_ACL_ACCRUAL_CLEAN)

“Cleans” the accrual staging area (ASA)

CRM WebClient UI under   Marketing   Create   Job  

Accrual Posting

Posts accruals

CRM WebClient UI under   Marketing   Create   Job  

Accrual Reversal

Reverses accruals

CRM WebClient UI under   Marketing   Create   Job  

Budget Expiration Process: Batch Processing Report

Processes the budget expirations

CRM WebClient UI under   Marketing   Create   Job  

Discount Load

Uploads discounts from SAP CRM to SAP ERP

CRM WebClient UI under   Marketing   Create   Job  

Automated Budget Posting Run

Schedules the budget posting transfer

Job Scheduler (transaction sm36) in SAP GUI

XPRA to move the check rules at the AVC Profile level (CRM_FM_FPO_AVCPROF_XPRA)

Moves the check rules at the profile level of the availability control check

CRM WebClient UI under   Marketing   Create   Job  

Download Actual Costs from ERP

Downloads actual costs from SAP ERP to SAP CRM

CRM WebClient UI under   Marketing   Create   Job  

Mass Fund Generation

Mass creates funds

CRM WebClient UI under   Marketing   Create   Job  

Promotion Guidelines Check

Checks trade promotion guidelines have not been violated

CRM WebClient UI under   Marketing   Create   Job  

Sales Volume Load

Uploads sales volumes from SAP CRM to SAP ERP

CRM WebClient UI under   Marketing   Create   Job  

TPM Mass Copy and Shift Date

Copies trade promotions with changes in a batch job in the background

Job Scheduler (transaction sm36) in SAP GUI

Persist related territory and BP for user — direct or per batch (CRM_TERR_REL_OBJ)

Determines territories for the user

This report allows you to avoid performance problems when you are working with complex hierarchies. It does the following:

  • Determines territories

  • Determines business partners of territories

  • Updates the persistent entries in the database

  • Sets a timestamp

Job Scheduler (transaction sm36) in SAP GUI

Condition Generation Without Status Change (Only for Pricing and Rebates)

Generates conditions without status changes for pricing and rebates

CRM WebClient UI under   Marketing   Create   Job  

Download Actual Costs from ERP

Retrieves actual costs for purchase orders in purchasing integration

Job Scheduler (transaction sm36) in SAP GUI

Settlement Collective Run

You can schedule this report in one of the following ways:

  • Go to Schedule Background Jobs (transaction /BEA/CRMB06) using a mechanism to balance the data across several application servers

  • Go to Process Billing Due List (transaction /BEA/CRMB01)

Job Scheduler (transaction sm36) in SAP GUI

Automatic Write-Off of Dispute Cases (UDM_AUTOWRTOFF)

This report is found in SAP ERP.

Starts the automatic write-off of all disputed items for the selected dispute cases

Job Scheduler (transaction sm36) in SAP GUI

Transfer of Dispute Cases (UDM_PUBLISH_DISPUTE_CASES)

This report is found in SAP ERP.

Transfers the dispute case information to SAP CRM

Job Scheduler (transaction sm36) in SAP GUI

Transfer of Credit Memos and Payments (FOAP_PROCESS_PAYMENT_ADVICES)

This report is found in SAP ERP.

Performs postings in SAP ERP

Job Scheduler (transaction sm36) in SAP GUI

Clear Invoices for Which There is an Invoice Reference (FOAP_PROCESS_INVOICES)

This report is found in SAP ERP.

Performs postings in SAP ERP

Job Scheduler (transaction sm36) in SAP GUI

Claim Submissions: Write-Off (CRM_CLA_WRITE_OFF)

This report writes off one or more claim submissions if they pass the checks that the report performs.

Optionally, you can include a check for unclear rejections.

Job Scheduler (transaction sm36) in SAP GUI

Claim Objects: Close (CRM_CLA_CLOSE)

Closes the claims and claim submissions

More Information

For more information on scheduling jobs, see SAP Library for Background Processing on SAP Help Portal at http://help.sap.com.