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 Loyalty Partner Management

 

Technical Data

Technical Name of Business Function

CRM_LOY_PART_MAN

Type of Business Function

Enterprise Business Function

Available As Of

SAP Enhancement Package 1 for SAP CRM 7.0

Technical Usage

CRM core

Application Component

Loyalty (CRM-LOY), Marketing (CRM-MKT)

Directly Dependent Business Function Requiring Activation in Addition

Loyalty Productivity (CRM_LOY_PROD)

Marketing Productivity (CRM_MKT_PRD)

You can use this business function to enhance usability and functionality of the loyalty management application in SAP CRM. Partner Management further enables the participation of partners in loyalty programs, thereby increasing value for the members as well as generating additional revenue for the brand owner. You can use this business function to run loyalty programs in collaboration with external partners, like hotel chains, car rentals or retailers. New major functionality such as partner reporting and partner point transactions are provided as a part of this business function.

Integration

Partner management is fully integrated with the billing component of SAP CRM, so points earned with partners can be tracked and partners can be billed for these points.

Prerequisites

You have installed the following components as of the version mentioned:

Type of Component

Component

Is Needed Only for the Following Features

Software Component

BBPCRM 701

You have activated the following business functions:

You have made the following settings in Customizing for Customer Relationship Management :

  • Partnerships

    • You have made settings under Start of the navigation path Marketing Next navigation step Loyalty Management Next navigation step Partnerships Next navigation step Define Partnership Settings End of the navigation path.

    • If required, you have implemented the following Business Add-Ins under Start of the navigation path Marketing Next navigation step Loyalty Management Next navigation step Business Add-Ins for Loyalty Management: End of the navigation path

      • BAdI: Partner Tier Validation

      • BAdI: Partnership Validation

      • BAdI: Additional Operations for Partnerships

      • BAdI: Additional Operations for Partner Tier Mapping

  • Partner communication

    You have made settings under Start of the navigation path Basic Functions Next navigation step Access Control Engine End of the navigation path in the following activities:

    • Start of the navigation path Rules Next navigation step Create Rules End of the navigation path

    • Create Rights

  • Partner point account activities

    You have made settings under Start of the navigation path Marketing Next navigation step Loyalty Management End of the navigation path in the following activities:

    • Start of the navigation path Partner Point Accounts Next navigation step Define Partner Point Transaction Columns for Export End of the navigation path

    • Start of the navigation path Partner Point Accounts Next navigation step Define Partner Point Transaction Reasons End of the navigation path

    • Start of the navigation path Channel Integration Next navigation step Define Matching Item Status for Creation of Partner Point Transactions End of the navigation path

  • If you need to edit the Easy Enhancement Workbench (EEW), you have implemented the Business Add-In BAdI: Enabling EEW Fields for Editing under Start of the navigation path Marketing Next navigation step Loyalty Management Next navigation step Business Add-Ins for Loyalty Management End of the navigation path.

Features

Partnerships

For loyalty partnership, the following features are available:

  • Create and maintain partnerships.

  • Create and maintain partner point accounts.

  • Sell points to the partner.

  • Buy points from the partner.

  • Integrate partner activity processing with partner point accounts using partner point transactions.

Partner Communication

For partner communication in the partner channel management application, the following features are available:

  • The company profile displays existing partnerships for the channel partner. It is possible to navigate to the individual partnership following the active link.

  • Display account statement in partnership. The account statement is available as a PDF.

  • Advanced search functionality for partners to search for their individual partner point transactions that have a reference to the partner.

  • Advanced search functionality for partners to search for partner activities that have a reference to the partner.

  • Enable partners to create and register a new member and create memberships.

  • Advanced search functionality for partners to search for members that were created by the partner.

  • Advanced search functionality for partners to search for memberships that have a reference to their partnerships because these memberships are registered by the partner.

  • Allow partners to only create memberships with a reference to their own partnerships and not on behalf of other partners.

Partner Point Account Activities

You can manage partner point accounts and partner point transactions for partnerships.

The features available are:

  • Assign or change a settlement material to the partner point account.

  • Assign or change an overdraft amount to the partner point account.

  • Create credit and debit transactions for a partnership.

  • Execute point settlement reports to create a point sales transaction to bill a partner and create a credit note for a partner with positive point balance.

  • Transfer points between two partnerships that belong to the same loyalty program.