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Background documentationWorking Context Behavior in Trade Promotion Management Locate this document in the navigation structure

 

Whether or not a working context attribute displays in a SAP Customer Relationship Management (SAP CRM) application depends on the application. Generally speaking, when you perform an advanced search, the search page receives the default attributes defined in the working context. When creating a new object, attribute values are defaulted whenever possible. For example, if the working context has more than one account attribute set, such as Account Hierarchy Node and Target Group, the Target Group attribute is only defaulted in the object after you manually select Hierarchy Node as the account type.

Attribute and Application Matrix

The matrix below summarizes whether or not attributes specified in the working context default into trade promotion management (TPM) applications. For example, if a product category is defined in the working context, the specified product category value appears by default when you create a trade promotion.

Attribute and TPM Application Matrix

Product, Product Category, Product Group

Account, Account Hierarchy Node, Target Group

Start Date, End Date

Funds Plan ID

Trade Promotion Type

Trade Promotion Creation

Yes

Yes

Yes

Yes

Yes

Trade Promotion Search

Yes

Yes

Yes

Yes

Yes

Trade Promotion Template Creation

Yes

Yes

No

No

Yes

Trade Promotion Template Search

Yes

Yes

No

No

Yes

Marketing Calendar

Yes

Yes

Yes

Yes

Yes

Marketing Calendar Search

Yes

Yes

Yes

Yes

Yes

Agreement Creation

Yes

Yes

Yes

No

No

Agreement Search

Yes

Yes

Yes

No

No

Account Defaults Creation

No

Yes, except for Target Group

No

No

Yes

Account Defaults Search

No

Yes, except for Target Group

No

No

Yes

Accounts Search

No

Yes

No

No

No

Account Hierarchy Search

No

Yes

No

No

No

Products Search

Yes, except for Product Group

No

No

No

No

Promotion Guidelines Creation

Yes

No

Yes

No

No

Promotion Guidelines Search

No

No

Yes

No

No

Promotion Guideline Parameters Search

Yes

No

Yes

No

No

Promotion Guideline Violations Search

Yes

Yes

Yes

No

Yes

Deals Creation

Yes

Yes, except for Target Group

Yes

No

Yes

Deals Search

Yes

Yes, except for Target Group

Yes

No

Yes