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Object documentationDeals

 

A deal is a means of communicating proposed promotional activities from upper management to those tasked with executing it, such as key account managers (KAMs). The deal is used as a tool for planning trade promotions and contains information such as:

  • Accounts

  • Products

  • Dates

  • Trade spends

 

You can use individual deals or deal hierarchies. If you use deal hierarchies, you can cascade changes made to the higher-level deals to the lower-level deals.

You create deals in the same way as trade promotions. You must assign an account and products, product categories, or product groups to a deal. You set the dates and other relevant data, including the planning data at the deal level.

Integration

  • You can work with deals from the marketing calendar.

  • Deal and trade promotion planning information is retrieved from SAP NetWeaver Business Intelligence (SAP NetWeaver BI).

  • Deal and trade promotion data is exchanged between CRM Enterprise and CRM Mobile Sales.

  • Only trade promotion data is sent to SAP ERP. The deals are not sent to SAP ERP.