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Function documentationPartner Determination in Marketing

 

Under Parties Involved, you can carry out partner determination to target your marketing projects more specifically. Partner determination controls which partners can be assigned to a marketing project.

Prerequisites

  • You have defined your partners in Start of the navigation path Master Data Next navigation step Accounts. End of the navigation path

  • You have defined a partner determination procedure in Customizing for Customer Relationship Management by choosing Start of the navigation path Basic Functions Next navigation step Partner Processing Next navigation step Define Partner Determination Procedure End of the navigation path

  • You have assigned a partner determination procedure to your marketing project by choosing Start of the navigation path Marketing Next navigation step Marketing Planning and Campaign Management Next navigation step Partner Processing Next navigation step Assign Partner Determination Procedure End of the navigation path

Features

There are several options available for automatically determining partners. You can determine:

  • The employee responsible based on the logon user

  • One or more partners automatically using standard partner determination procedures

    For example, you can make settings so that the sold-to party is also determined automatically as the billed-to party.

  • Partners based on business partner relationships, and more specifically, based on business partners relationships for a particular sales organization

  • Partners both manually and automatically on the basis of a higher-level marketing project

  • Partners automatically on the basis of the sales or marketing organization

  • Partners for generated activities during campaign execution using the linked marketing project as a basis.

    For this to take place, Marketing must be available as a source in the access sequence in partner determination. You must assign this access sequence to a partner determination procedure, which you then assign to the generated activity transaction type in Customizing.

    When the target group is transferred to the channel, the campaign is used as the source and predecessor for an activity. This would allow you, for example, to determine the employee responsible within a company for the activity graphic design.

Note Note

Partner Determination Procedure Synchronization with Employee Responsible

When you change the employee responsible in a marketing project, a check for an existing partner determination procedure for that project is made. If:

  • No partner determination procedure was assigned to this project in Customizing, no synchronization takes place and no further action is required

  • A partner determination procedure was assigned to this project in Customizing:

    • A check is made for partner function pft = 0008 in this partner determination procedure.

    • If the partner determination procedure does not contain partner function pft = 0008, no synchronization takes place and no further action is required.

    • If the partner determination procedure does contain partner function pft = 0008:

      As soon as you enter a new employee responsible or change the existing entry, then the employee responsible in the Involved Parties assignment block changes also.

      If you delete the employee responsible, then the employee responsible in the Involved Parties assignment block is deleted also. If there are any additional employees responsible in the Involved Parties assignment block, a new employee responsible is inserted automatically under General Data immediately.

      This is executed by the implementation class CL_CRM_MKTPL_PAR_ASSIGNMENT->SET_RESPONSIBLE, which is called by the implementation class CL_CRM_MKTPL_ATTR_ASSIGNMENT->SET_ATTRIBUTES.

      If you change the main employee responsible in the Involved Parties assignment block (either by creating a new main employee responsible or by deleting an existing one), the employee responsible under General Data is aligned and to the same main employee responsible. The implementation class CL_CRM_MKTPL_PAR_ASSIGNMENT->ON_RESPONSIBLE_CHANGED executes this.

End of the note.

More Information

Specifics for Mobile Sales (laptop): Marketing