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Function documentationNotification of Marketing Project Status Changes

 

When the status of a campaign or trade promotion changes (for example, when a campaign is approved), certain people often need to be informed to trigger further processing. To this end, you can set up an automated notification of status changes.

For example, the following organizations can be informed of a change in status:

  • Warehouse

  • Purchasing

  • External sales units

  • Consolidation location

  • Transport

  • Financials

The recipient of a notification is determined in the system by comparing the product categories of the assigned products with the employees responsible for the relevant follow-up activity (for example, planning, purchasing). Furthermore, additional departments or business partners can be notified.

Integration

This function is closely linked with the HR organizational model. For this reason, the HR organizational model must be maintained if you want to be able to assign product categories to not just individual business partners but also to organizational units and items.

Prerequisites

You have created organizational units in the organizational model and assigned them to positions. You have also assigned business partners with e-mail addresses to the positions.

You have made the following settings in Customizing:

  • Assigned product hierarchies to the marketing project

  • Created partner functions

  • Assigned your products to product categories

  • Created actions with the type Status Notification

    You can use the actions SEND_BY_MAIL_CP or SEND_BY_MAIL_TP as the basis for these actions.

  • Created at least one action profile that contains an action for status notifications

    This action should be executed when you save.

  • Scheduled an action of type status notification for each relevant partner function in the condition maintenance for actions

  • Assigned to the campaign type a partner determination procedure that contains all partner functions maintained for the product category

Activities

  • Determining the relevant business partners using a BAdI

    You can compare the relevant business partners using the BAdI method STATUS_CHANGE in the BAdI CRM_MKTPL: This method controls which change in status triggers partner determination. For more information, see Determining the Recipient of Status Notifications by BAdI.

  • Sending the notification using actions

    The sending of the notification is triggered using actions. You need an action profile for both campaigns and for trade promotions. You can use the already existing actions SEND_BY_MAIL_CP or SEND_BY_MAIL_TP as a basis when defining this profile.

  • Defining the notification contents using Smart Forms

    You can use Smart Form templates to define different contents and formats for the various partner functions. You can use this to send different information to an external partner than you would to an internal partner, for example.