Campaigns Using ERP Sales Documents
You can create campaigns on the WebClient UI using sales documents (that is, quotations and sales orders) from SAP ERP. For more information about campaigns, see Campaign Management. For more information
about quotations and sales orders in SAP ERP, see SAP Library for SAP ERP on SAP Help Portal at http://help.sap.com/erp
. Choose a release. In SAP Library, choose .
You have made settings in both the SAP ERP back end and the SAP CRM back end, as follows:
You have defined an access sequence for campaigns by choosing Maintain Access Sequences
in Customizing for SAP ERP under .
You have defined a condition type for campaigns by choosing Maintain Condition Types
in Customizing for SAP ERP under .
You have defined and assigned a pricing procedure by choosing Maintain Pricing Procedures
and Define Pricing Procedure Determination
in Customizing for SAP ERP under .
You have maintained an access sequence, a condition type, a determination procedure, and have activated campaign determination in Customizing for SAP ERP under .
You have defined data exchange conditions in Customizing for SAP ERP under .
You have downloaded your settings in SAP ERP (that is, settings for access sequence, condition type, pricing procedure, and conditions) to SAP CRM (transaction R3AS; load object DNL_CUST_CNDALL).
You have defined condition techniques for campaign management in a dedicated maintenance group in Customizing for SAP CRM under .
You have set up data exchange for conditions (that is, upload to SAP ERP). This allows you to enter campaign determination and campaign dependent conditions, which the system replicates to SAP ERP. For information about transferring master data from SAP CRM to SAP ERP, see the basic settings for SAP CRM in SAP Solution Manager.
You use the Marketing Professional
(MARKETINGPRO
) business role on the WebClient UI.
SAP Note 1638892![]()