Show TOC

Function documentationDeals in the Marketing Calendar Locate this document in the navigation structure

 

You can work with deals from the marketing calendar. The marketing calendar offers the advantage that you can display your trade promotions for a particular deal at the same time in a split-level view.

You can set up the view of your deals in such a way that the customer or business partner hierarchy is displayed on the left-hand side. If your query is based on the business partner or business partner node, you can also see deals for a higher-level node in the business partner hierarchy if your deal hierarchy has not been completely generated.

Prerequisites

  • You have defined a view for the business partner hierarchy in Customizing for Customer Relationship Management, by choosing   Marketing   Marketing Planning and Campaign Management   Marketing Calendar   Define Views for Marketing Calendar.  

  • You have assigned a planning account hierarchy in Customizing for Customer Relationship Management, by choosing   Account Planning   General Settings   Assign Planning Account Hierarchies.  

  • You have defined how you want to display marketing elements in the marketing calendar in Customizing for Customer Relationship Management, by choosing   Marketing   Marketing Planning and Campaign Management   Marketing Calendar   Define Split Calendar Options  .

Activities

To display a deal with a customer or business partner hierarchy view in the marketing calendar, proceed as follows:

  1. Create a deal and make sure that you assign Hierarchy Node in Account Type.

  2. In the marketing calendar, do a search by account hierarchy node ID.

  3. Find the business partner hierarchy view.

    Your deal is displayed.

To create a deal from the marketing calendar, with say a business partner hierarchy, proceed as follows:

  1. Select the business partner hierarchy view.

  2. Select the required business partner node and click   New   Deal  .

  3. Drag the cursor along to the points from where the deal should start and when it should end. You can view the deal in its overview page by choosing Details in the context menu.