Campaign Determination 

Use

In campaign determination, the system determines related marketing projects (campaigns/trade promotions) for an order item when a sales order is changed. These marketing projects are then incorporated into pricing for the order item. Depending on your Customizing settings in SAP CRM and SAP ECC, either precisely one campaign/trade promotion or multiple campaigns/trade promotions can be determined and assigned to an order item by the system.

Campaign determination is controlled using condition technique.

The success of a campaign can be evaluated by linking the campaign with a business transaction. In the SAP Business Information Warehouse you can analyze how successful a campaign was, that is to say how many sales orders were placed as a result of a certain campaign.

Prerequisites

You use both SAP ECC and SAP CRM, and have made the required settings for campaign determination in Customizing for SAP CRM. For more information, see the SAP Implementation Guide (IMG) for SAP CRM under Customer Relationship Management (CRM) ® Basic Functions ® Campaign Determination.

You have transferred the required data, that is, condition records, from SAP CRM to SAP ECC.

You have made the necessary settings in Customizing for SAP ECC, and have selected the relevant value in order to activate campaign determination for the particular campaign schema in the SAP Implementation Guide (IMG) under Integration with Other SAP Components ® Customer Relationship Management ® Basic Functions ® Campaign Determination ® Activate Campaign Determination. Depending on the systems you use, the following values are available for selection here:

·        Blank
Assignment of multiple campaigns/trade promotions is not supported. In other words, it is only possible to assign one campaign/trade promotion to an order item.

·        A
Assignment of multiple campaigns/trade promotions is supported. You use this value in a CRM Enterprise/SAP ECC scenario. Sorting of manually assigned and automatically found campaigns/trade promotions takes place according to the access sequence, and is, therefore, only compatible with CRM Enterprise.

·        B
Assignment of multiple campaigns/trade promotions is supported. Sorting of manually assigned and automatically found campaigns/trade promotions takes place according to a simple sorting that is compatible with both CRM Enterprise and Mobile Sales. A simple sorting is necessary because determination is not based on condition technique in Mobile Sales.

Features

Campaign determination does not take place when the sales order is replicated from SAP CRM to SAP ECC. Campaign determination is only carried out again in SAP ECC once you make changes to the following data:

·        Sales organization

·        Distribution channel

·        Sold-to party

·        Product

·        Pricing date

The system offers you the following options in campaign determination:

·        Assignment of a campaign/trade promotion

When data is changed in the sales order, the system carries out campaign determination again. If campaigns/trade promotions are found here, the system assigns precisely one campaign/trade promotion to an order item.

Although it is possible to find multiple campaigns/trade promotions in campaign determination, the order item is only assigned with the campaign/trade promotion for which the main assignment was set in the sorting in the case of Assignment of Multiple Campaigns/Trade Promotions.

·        Assignment of Multiple Campaigns/Trade Promotions

When data is changed in the sales order, the system carries out campaign determination again. If campaigns/trade promotions are found here, the system assigns all of the campaigns/trade promotions found to an order item. This means that you can execute multiple campaigns/trade promotions at a certain time for the same product and for the same customer.

You can create your own implementations for determining, checking, and validating campaigns/trade promotions, and thereby adjust campaign determination to suit your needs. You can use the following Business Add-Ins for this in the SAP Customizing Implementation Guide (IMG) under Integration with Other SAP Components ® Customer Relationship Management ® Basic Functions ® Campaign Determination ® Business Add-Ins for Campaign Determination:

·        Business Add-In for controlling campaign determination

·        Business Add-In for merging assigned campaigns

·        Business Add-In for validating campaign assignment

 

The following restrictions apply for these functions:

·        You cannot assign campaigns/trade promotions to an order item manually.

·        Campaign determination does not take place in billing documents or rebate agreements.

·        Campaign determination is not possible at header level.

·        Assignment of multiple campaigns/trade promotions is not supported for Controlling. Only the marketing project for which the main assignment is set is sent to Controlling.

·        The assigned campaigns/trade promotions and their attributes cannot be displayed on a user interface.

·        You cannot navigate to a campaign/trade promotion within a sales order or billing document as you could normally in SAP CRM.

See also:

For more information, see the SAP Library for SAP CRM under Customer Relationship Management ® Components and Functions ® Basic Functions ® Campaign Determination.