Features

Account Type

This is a trade promotion and deal specific field. If you are planning a trade promotion or deal, you need to enter the type of account for which the trade promotion or deal is intended. In Account Type, you can enter one of the following values:

Once you choose one of the above, the field Planning Account is open for input, where you can enter a specific account, hierarchy node ID or target group description.

When you choose a target group, a hyperlink is available in the overview page, which allows you to navigate to Segments and view your target group.

Employee Responsible

Here you can enter the business partner responsible for a marketing project. There is also an Involved Parties assignment block where you can enter more precise business partner details.

Territory ID

This field is validated against the Employee Responsible field. This means that the territories that you can define are dependent on the employee responsible.

The territory assigned will have an impact on product assignment. You will only be able to assign products that are valid for a particular territory.

Campaign Code

The campaign code is used to encode the campaign as a product order number. See the Customizing activity  Customer Relationship Management CRM Cross-Application Components Global Settings for Product Order Numbers .

Currency

Here you can define the currency to be used in promotion planning. The currency is defaulted from the marketing project's user organization data. You can change the currency here, however, if you need to use another currency other than the defaulted one. If the currency is defined in the planning profile, then this currency is not used.

Sales Organization

You can enter a sales area consisting of a sales organization with a distribution channel or division.

You can also view details of an assigned campaign for a trade promotion. This information, however, is entered in the Marketing Calendar and only displayed in the other applications. If the attribute is set in the Marketing Calendar, a hard link is created between the trade promotion and the campaign or campaign element. This hard link signifies that a trade promotion is in some way connected to a campaign, for example, there may be an advert running at the moment for a certain brand and you wish to include this information in a trade promotion with a customer who is a regular buyer of this particular brand. If a campaign is connected to a trade promotion, checks are built in so that it cannot be deleted whilst still assigned to the promotion.

Marketing Organization

This attribute defines how a customer organizes their marketing departments. By associating a marketing structure to an organizational unit, you can promote your marketing activities. This allows you to determine which brand of product an organizational unit can promote for their marketing organization. When a user accesses the system, the logon ID of the user is defaulted in the Employee Responsible field based on the (employee) role assigned to them.

Exclusive

If you select this indicator, it signifies that a trade promotion is to be used exclusively without it being combined with other trade promotions when you create a sales order.

From the sales order application, the users cannot attach more than one trade promotion to their order if the trade promotion is marked as exclusive. They can however include several trade promotions that are not exclusive in one go.

cProjects

You can set up a direct link from your marketing project to cProjects. Campaigns can reference cProjects and vice-versa, enabling organizations to link marketing initiatives with collaborative project planning that occurs in other parts of the organization. For example, a product launch campaign planned by the marketing department (with CRM Marketing) could be linked to a product development project planned in the R&D department (with cProjects).

cProjects does not have to be installed on the actual CRM System, it can be installed on any system that is connected to the CRM System via an RFC connection. In Customizing for Marketing Planning and Campaign Management, set up an RFC connection to the system where cProjects is installed by choosing  System Landscape Define Target Systems (ERP, BI, SEM, CPRO) . Here you enter identification MKTPLCRPO and parameter type MKTPLCPRORFC.

KPI Evaluation for Alerts

You can show aggregated information on the key performance indicators for a trade promotion in the form of a traffic light.

Transfer to ERP

You set this indicator if you want a marketing project to be transferred to SAP ECC for cost planning.

Action Profile

You can assign an action profile to the marketing project. The purpose of this action profile is to define an action (such as sending an e-mail) and its application context (campaign, trade promotion). Depending on the application context, you can define schedule conditions (whether the action is scheduled) and start conditions (whether the action is executed). These conditions are based on values from the application context, such as priority and planned start date.

You define the actions in Customizing for Customer Relationship Management by choosing  Basic Functions Actions Actions in Marketing Planning Change Actions and Conditions Define Action Profiles and Actions , and defining the conditions in Define Conditions. Once the settings are made, you can assign an action profile to a marketing project. These actions are triggered in the Scheduled Actions assignment block.

Workday Calendar

Here you enter the workday calendar you wish to be taken into account for your planning and date checks. For example, if you choose Germany, the system takes into account all of the public holidays in Germany. You can choose your workday calendar in  Marketing Account Defaults .