Working Context Behavior in Trade Promotion Management
Whether or not a working context attribute is displayed in an SAP Customer Relationship Management (SAP CRM) application depends on the application. Generally speaking, when you perform an advanced search, the search page receives the default attributes defined in the working context. When creating a new object, attribute values are defaulted whenever possible. For example, you are a key account manager and would like to set the working context so that only a certain account and product are available while you are creating trade promotions. However, if you create a working context that has more than one account attribute, such as Account Hierarchy Node and Target Group, the Target Group attribute is only defaulted in the object after you manually select Hierarchy Node as the account type. This is only one example of how working context behaves with trade promotion management – others are provided in the following section.
Attribute and Application Matrix
The matrix below summarizes whether or not attributes specified in the working context are assigned by default in trade promotion management (TPM) applications. For example, if a product category is defined in the working context, the specified product category value appears by default when you create a trade promotion.
Product, Product Category, Product Group |
Account, Account Hierarchy Node, Target Group |
Start Date, End Date |
Funds Plan ID |
Trade Promotion Type |
|
|---|---|---|---|---|---|
Trade Promotion Creation |
Yes |
Yes |
Yes |
Yes |
Yes |
Trade Promotion Search |
Yes |
Yes |
Yes |
Yes |
Yes |
Trade Promotion Template Creation |
Yes |
Yes |
No |
No |
Yes |
Trade Promotion Template Search |
Yes |
Yes |
No |
No |
Yes |
Marketing Calendar |
Yes |
Yes |
Yes |
Yes |
Yes |
Marketing Calendar Search |
Yes |
Yes |
Yes |
Yes |
Yes |
Agreement Creation |
Yes |
Yes |
Yes |
No |
No |
Agreement Search |
Yes |
Yes |
Yes |
No |
No |
Account Defaults Creation |
No |
Yes, except for Target Group |
No |
No |
Yes |
Account Defaults Search |
No |
Yes, except for Target Group |
No |
No |
Yes |
Accounts Search |
No |
Yes |
No |
No |
No |
Account Hierarchy Search |
No |
Yes |
No |
No |
No |
Products Search |
Yes, except for Product Group |
No |
No |
No |
No |
Promotion Guidelines Creation |
Yes |
No |
Yes |
No |
No |
Promotion Guidelines Search |
No |
No |
Yes |
No |
No |
Promotion Guideline Parameters Search |
Yes |
No |
Yes |
No |
No |
Promotion Guideline Violations Search |
Yes |
Yes |
Yes |
No |
Yes |
Deals Creation |
Yes |
Yes, except for Target Group |
Yes |
No |
Yes |
Deals Search |
Yes |
Yes, except for Target Group |
Yes |
No |
Yes |