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ProcedureAdding New Fields for Causal Factor Types

Procedure

  1. Go to transaction se11.

  2. Select Data type.

  3. Enter a name that begins with Z and click create.

  4. Enter a short description for your structure.

  5. Add all necessary fields.

  6. Click Append Structure... and append the newly-created structure to the structure CRMS_MKTPL_CAU_INC.

  7. Activate both structures.

  8. In Customizing for Customer Relationship Management, choose   Trade Promotion Management   Trade Promotions   Causal Factors   Maintain Customer Fields for Causal Factors  .

  9. Select each new field and maintain values for the field.

  10. In Customizing for Customer Relationship Management, choose   Trade Promotion Management   Trade Promotions   Causal Factors   Define Causal Factor Profiles, Types, and Default Values  .

  11. Create a new causal factor type and add the new field.

  12. Copy the standard-delivered causal factor profile to create a new profile and add the new causal factor type to the new profile.

  13. In Customizing for Customer Relationship Management, choose   Trade Promotion Management   Trade Promotions   Causal Factors   Assign Causal Factor Profiles for Marketing Planning  .

  14. Maintain the new profile with the relevant marketing type and sales organization combination.

Enhancing the User Interface for Causal Factors

Note Note

Enhancing the user interface (UI) is only required for trade promotion management (TPM), and not for market development fund (MDF) initiatives.

End of the note.

  1. Go to the BSP WD Component Workbench (transaction BSP_WD_CMPWB).

  2. Display the causal factor UI component MKTPRJ_CAUSAL. If you have created a new component for causal factors, display this instead.

  3. Choose   Views   Causal List   and go to the Configuration tab.

  4. Click New Configuration and maintain the following attributes:

    Config Key:

    <DEFAULT>

    Component Usage:

    CUMktprj_Causal_PCAT

    Object Type:

    Cau

    Object Subtype:

    <New causal factor profile you have created>

    If you have changed the component usage name in the TPMOE component, use this name instead of the one above.

  5. Maintain the same values for the component usages CUMktprj_Causal_PRD and CUMktprj_Causal_PRG.

  6. Choose   Views   CausalProdCatDetail   and go to the Configuration tab.

  7. Click New Configuration and maintain the following attributes:

    Config Key:

    <DEFAULT>

    Component Usage:

    <DEFAULT>

    Object Type:

    Cau

    Object Subtype:

    <New causal factor profile you have created>

  8. Create a new configuration for each new causal factor profile you have created.