Where Found

Report Name

Description

Job Scheduler (transaction sm36) in SAP GUI

Status Change Marketing Projects (CRM_MKTPL_COND_IF_R001)

Allows you to change the status of selected marketing projects.

For example, you can change the status to Release which generates conditions or you can close the marketing projects once they reach their end date. The following are the statuses that are available:

Select the marketing projects and choose the status that you wish to set. If you check Issue log, the system displays all of the messages in the form of a log. In background processing, the system creates a spool order for the log. If you check Test run only, the system does not make any changes to the database.

CRM WebClient UI under  Marketing Create Job

Trade Promotion Overlap Check (RCRM_MKTPL_TPM_OVERLAPS)

Checks for and analyzes trade promotion overlaps

CRM WebClient UI under  Marketing Create Job

TPMs Statuses Change (RCRM_FM_MKTPL_TPM)

Allows you to change the status of selected trade promotions

Job Scheduler (transaction sm36) in SAP GUI

Condition Generation Marketing Projects (CRM_MKTPL_COND_IF_R002)

Allows you to generate conditions on the basis of trade spends for selected marketing projects.

Select your marketing projects and you can restrict the condition generation by trade spend. For more information on the Issue log and the Test run only checkboxes, see the first report description.

Job Scheduler (transaction sm36) in SAP GUI

Marketing Condition Generation Customizing - Populate Rebate Application (CRM_MKTPL_COND_CUST_XPRA)

Allows you to generate CRM rebates for some trade promotions and ERP rebates for other trade promotions.

You can choose a different rebate application (CRM or ERP) for each condition generation type. A condition generation type is then assigned to a campaign type and sales area.

Job Scheduler (transaction sm36) in SAP GUI

PMDC: Marketing Persistent Master Data Changes (CRM_MKTPL_PMDC)

Allows you to update Marketing objects with changes to the product master data also called pertinent master data changes (PMDC)

CRM WebClient UI under  Marketing Create Job

Promotion Guidelines Check (RCRM_TPM_PPG_BATCH_RUN)

Checks trade promotion guidelines have not been violated

CRM WebClient UI under  Marketing Create Job

TPM Mass Copy and Shift Date (RCRM_MKTPL_MASS_BATCH_RUN)

Copies trade promotions with changes in a background job

Job Scheduler (transaction sm36) in SAP GUI

Persist related territory and BP for user — direct or per batch (CRM_TERR_REL_OBJ)

Determines territories for the user

This report allows you to avoid performance problems when you are working with complex hierarchies. It does the following:

Job Scheduler (transaction sm36) in SAP GUI

Condition Generation Without Status Change (Only for Pricing and Rebates) (CRM_MKTPL_COND_IF_R002)

Generates conditions without status changes for pricing and rebates

Where Found

Report Name

Description

CRM WebClient UI under  Marketing Create Job

Accrual Calculation (RCRM_FM_ACL_ACCRUAL_RUN)

Calculates accruals

Job Scheduler (transaction sm36) in SAP GUI

Funds Management: Accrual ASA Clean (RCRM_FM_ACL_ACCRUAL_CLEAN)

“Cleans” the accrual staging area (ASA) by deleting all entries that are no longer accrual-relevant. For example, accruals that belong to fund usages that have been balanced or archived.

CRM WebClient UI under  Marketing Create Job

Accrual Posting (RCRM_FM_ACL_ACCRUAL_POSTING_FM)

Posts accruals

CRM WebClient UI under  Marketing Create Job

Accrual Reversal (RCRM_FM_ACL_ACCRUAL_REVERSAL)

Reverses accruals

CRM WebClient UI under  Marketing Create Job

Discount Load (RCRM_FM_ACL_ACCRUAL_UPLOAD_DIS)

Uploads discounts from SAP ERP to SAP CRM

Job Scheduler (transaction sm36) in SAP GUI

XPRA to move the check rules at the AVC Profile level (CRM_FM_FPO_AVCPROF_XPRA)

Moves the check rules at the profile level of the availability control check

CRM WebClient UI under  Marketing Create Job

Download Actual Costs from ERP (RCRM_MKTPL_PURCH_ACTUAL_ERP)

Downloads actual costs from SAP ERP to SAP CRM

CRM WebClient UI under  Marketing Create Job

Sales Volume Load (RCRM_FM_ACL_ACCRUAL_UPLOAD_SV)

Uploads sales volumes from SAP ERP to SAP CRM

CRM WebClient UI under  Marketing Create Job

Actuals and Commitments Load (RCRM_MKTPL_PURCH_WBS_ACT_COM)

Downloads actual costs and purchase commitments from SAP ERP to SAP CRM

CRM WebClient UI under  Marketing Create Job

Discounts and Free Goods Load (RCRM_MKTPL_TPM_DISC_FRGOODS)

Uploads discounts and free goods discounts from SAP ERP to SAP CRM

CRM WebClient UI under  Marketing Create Job

External Accruals Load (RCRM_MKTPL_TPM_EXT_ACCRUALS)

Uploads financial accrual expenses from SAP ERP to SAP CRM

CRM WebClient UI under  Marketing Create Job

Sales Volume Load (Middleware) (RCRM_FM_ACL_SALES_VOLUMES)

Uploads sales volumes from SAP ERP to SAP CRM

Where Found

Report Name

Description

Job Scheduler (transaction sm36) in SAP GUI

Settlement Collective Run (/1BEA/R_CRMB_DL_PROCESS)

You can schedule this report in one of the following ways:

Job Scheduler (transaction sm36) in SAP GUI

Automatic Write-Off of Dispute Cases (UDM_AUTOWRTOFF)

This report is found in SAP ERP.

Starts the automatic write-off of all disputed items for the selected dispute cases

Job Scheduler (transaction sm36) in SAP GUI

Transfer of Dispute Cases (UDM_PUBLISH_DISPUTE_CASES)

This report is found in SAP ERP.

Transfers the dispute case information to SAP CRM

Job Scheduler (transaction sm36) in SAP GUI

Transfer of Credit Memos and Payments (FOAP_PROCESS_PAYMENT_ADVICES)

This report is found in SAP ERP.

Performs postings in SAP ERP

Job Scheduler (transaction sm36) in SAP GUI

Clear Invoices for Which There is an Invoice Reference (FOAP_PROCESS_INVOICES)

This report is found in SAP ERP.

Performs postings in SAP ERP

Job Scheduler (transaction sm36) in SAP GUI

Claim Submissions: Write-Off (CRM_CLA_WRITE_OFF)

This report writes off one or more claim submissions if they pass the checks that the report performs.

Optionally, you can include a check for unclear rejections.

Job Scheduler (transaction sm36) in SAP GUI

Claim Objects: Close (CRM_CLA_CLOSE)

Closes the claims and claim submissions

CRM WebClient UI under  Marketing Create Job

Periodic Claim Creation (RCRM_CLA_PERIODIC_GENERATION)

Makes periodic claim settlements based on time period and intervals.

Where Found

Report Name

Description

CRM WebClient UI under  Marketing Create Job

Budget Expiration Process: Batch Processing Report (RCRM_FM_BER_BP_RUN)

Processes the budget expirations

CRM WebClient UI under  Marketing Create Job

Automated Budget Posting Run (RCRM_FM_BPTR_RUN)

Schedules a report that uses the transfer rules defined for a partner hierarchy and creates budget posting transfers for the funds defined in the rules.

CRM WebClient UI under  Marketing Create Job

Mass Fund Generation (RCRM_FM_FND_MASSCREATE_FND)

Mass creates funds