How to migrate Trade Promotions, Funds, Fundsplans im CRM 7.0

Hello all,
we want to upload Trade promotions, Funds and Fundsplans to CRM 7.0, but we cannot find any functions moduls, bapi or Classes.
Any suggestions for that ?
Thank you
Frank

Frank, I would post this Question in CRM Web UI forum which is very active. I'm sure there are many people who worked on TPM.
Thanks
--Prasad

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How to migrate waiting stage workflows in ms crm 2015

Hi,
We are migrating the data from ms crm 2011 on-premise to ms crm 2015 on-line.
So how to migrate the ms crm 2011 on-premise waiting stage workflows to crm 2015 on-line?
Is there anyway to migrate these workflows or workaround? Please suggest
Its very urgent.
Thanks,
Yadav
Yadav

Hello Yadav,
If you want to migrate from CRM 2011 on premise to CRM 2015 online, unfortunately this is not possible in single step. You would have to first upgrade to CRM 2013 and then only you can upgarde to CRM 2015.
CRM 2011 -> CRM 2013 SP1 -> CRM 2015
Refer https://technet.microsoft.com/en-us/library/hh699673.aspx
For On Premise to Online migration, all customizations has to be exported through a solution. And if your database is big you need to plan your migration using a DM tool like scribe.
Now coming on to your original question, the answer is if you just migrate database, everything will be in same state as it was earlier in your old environment, and will continue the same way. The records for which workflow are in waiting state or in progress
will be resumed again automatically once the migration is completed, if you will stop "CRM Aynchronous Service" then all workflows will be in waiting state so when you will resume the service again then the system will resume those workflows again.
Regards, Abhishek Bakshi If you find this post helpful then please Vote as Helpful and Mark As Answer. Check my blog on https://mydynamicscrmblog.wordpress.com/

How to open a Trade Promotion from an ABAP report/program?

Hello SDN Community,
i try to open a spezific Trade Promotion to read an addional customized time_period field in a a badi. I have the promotion guid and i played around with mkt_element_read but the additional time fields are not included/transfered.
How can i do that?
Thanks in advance, tom

Hi Tom.
Did you get something on this?
Can anybody help to solve this issue?
Thanks in advance!!
Guillermo

How does trade promotion relate to campaign

hi，expert，
I am a new-hand in crm. to my knowledge, trade promotion & campaign is different function for CRM. trade promotion deal with our traditional trade promotion such as discount, free goods etc., while campaign is about arranging some kind of activity for the channels letter, e-mail, and lead. when marketing in an concrete enterprise, it seems impossible that trade promotion & campaign just do their own business and have no relation. so my question is how does trade promotion differ from campaign,& also how they cooperate in marketing.
besides, since trade promotion also has its own trade promotion planning, so how does trade promotion planning differ from marketing plan? if they two co-existed, what's the relation between them?
your response will be warmly welcome.
thanks a lot.
lisa

Hi Lisa
Diff betn Campaign and TPM
Campaigns are the ways and mediums which helps in communication, increasing awareness, increase sales and wide range of activities. It can be done through mailing list, product promotions, telecalling etc. So in nutshell as an organisation, you are trying to reach your customers for increasing customer base or sales or product awareness.
Examples of campaign:
1)You give $2 off on the purchase of every pack of Beer bottle.
2) Set up a stall in the Expo and register the queries to generate the leads.
3) Telecalling to all the individuals in the city with more than USD 100,000 p.a. income and then create leads.
However Trade Promotion Management is an activity which is done with the help of your channel partners. The check here is "trade", which means distributors, retailers, wholesellers, re-sellers etc. The purpose remain the same like to increase customer base or sale revenues but here the incentives are given to your channel partner.
Ex. Organisation sells products through Distributors in the market. If Organisation devise a scheme whereby distributor will get US $ 1000 extra he sells more than 100 cartons/month then it is a TPM.
Campaign : You can create Campaign without BP master data, you can run Campaign for External email id to generate lead and opportunity. but
Trade Promotion : You need to have BP master data. Mostly TP functionalities is used in Consumer Durables, FMCG where distributors or retailers as their BP.
Campaign : can be automated
TP : not possible
Campaign : You can use Bounce Management to track and analyse your campaign
TP : It will be based on the Cutomer Approval status. Normally will be done by key account manager.
From deal you can create TP
Hope this will calrify some of your queries...
Rgds
Mallikarjun

Trade Promotion Accruals updation with Fund Mangagement Integration

Hi All,
We have created the Trade Promotion-XXXX without Fund Plan and conditions are generated manually. In this case Conditions and Accruals are updating in the Discount assignment block.
We have created another Trade promotion- XXXXX with Fund Plan and conditions are generated manually. In this case Conditions are generated and Accruals are not getting updated in Discount assignment block.
Can you any one let us know If the Fund Plan use in Trade Promotion the Acrruals will get update or not?
If not then in ECC or CRM when the accruals will get updates for the sales volumes?
Regards,
Sreenu.A

Hi Roshan,
Please check the fund determination profile for the promotion type.
check the settings of fund determination profile in following path:
SPRO->CRM->Fund Management->Define fund determination profile->Select the profile and click on details.
Regards,
Srinivas

How to get user and system status for a trade promotion

Hi,
I have to develop a batch program to change user status and system status of all trade promotions which satisfy some criteria. This criteria checks some dates related to trade promotion(like Changed on,Pallett buying, buying horizon dates) also.
I thought of first extracting all external ids from CGPL_PROJECTS table and then run trade promotion query. But how can I get current user & system status and all dates as these can be taken from relations "TPMStatusActiveRel" and "TPMDateRel". I don't know to take data from relations. Please help me with a piece of code.
Thanks.

Hello Shikha,
You can use these relations here, as you are not in the Business Object layer anymore. As far as my understanding is, all the batch programs or reports should be done at the API layer. Try this code, to read the status of the Trade Promotion object.
data: lr_appl_base type ref to CL_CRM_MKTPL_APPL_BASE,
lt_sys_status type CGPL_ISTATUS_TEXT_T.
lr_appl_base ?= CL_CRM_MKTPL_APPL_BASE=>GET_INSTANCE().
" To read system status
call method lr_appl_base->STATUS_READ
exporting
IM_MKTELEMENT_GUID = "your Trade promotion guid
ET_TJ02T = lt_sys_status.
" To read user status
call method lr_appl_base->STATUS_READ_EXTERN
exporting
IM_MKTELEMENT_GUID = "your Trade promotion guid
ET_TJ02T = lt_sys_status1.
To change the user status, use the method STATUS_CHANGE_EXTERN of the same class
To set the system status, use the method STATUS_SET of the same class.
Hope this helps.
Regards,
Vinay

How to change sales organization input help search view in trade promotion?

Hi,
We are creating trade promotions. While creation, we have to select sales organization. We press the input help button of field sales organization, and we are facing sales organization search list. Here in search list, there are four columns, sales organization id, sales organization text, distribution channel and division. I want to add columns the texts of distribution channel and division but I can't find the component name for this screen. What is the component name of sales organization input value screen?

Hi Astron,
They are basically DDIC search helps., They dont have a UI component.
Check the code in method GET_V_SALES_ORG_DESC of Trade Context Node.
More details on https://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/library/uuid/d0646247-efe2-2b10-3b99-c1a12ef2d752
Regards,
Masood Imrani S.

How can I directly open a trade promotion WITH type?

Hello!
I am trying to create a transaction, which opens a new trade promotion (I am this far) but with the promotion type (camp_typ) specified. I've tried using the classes cl_crm_mktpl_appl_base, cl_cgpl_object_manager and cl_cgpl_project, but they seem to overlook the filled camp_typ.
The problem is probably in the creation of the project or application needed to open a trade promotion. Does anybody have an answer?
Greetings,
Friederike

Then read this tutorial:
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Trade promotion management for rebates processing

Hi All,
I am looking for configuration or step by step procedure on trade promotion management for rebates processing. Any document that gives the condition types to be used, set up of trade promotion, determination of the trade promotion related conditions in sales order, accruals of such rebates will be helpful
Regards,
Praveen

sorry, I can't login a CRM server now, but I try to answer your question by my memory
u2022 What condition types are required for rebates
the condition type for rebate is special, different the normal pricing condition, the rebate condition has a different condition usage. you can define the rebate condition record in rebate related SPRO path
u2022 How are they linked to TP and how the conditions flow to ECC
the condition generation configure in TP link the condition with TP type, you can check the configuration in SPRO
u2022 How are these conditions determined in sales order
the rebate also need to configure to the sale order, this configuration is under SD rebate path, and you can upload the configuration by middleware synchronize object from CRM
u2022 Are there any agreements that need to be created
the aggrement will be created automatically if the rebate condition can be generated in CRM TP. pay attention that the spend type table in TP WEB UI page has a button named 'rebate generate'
u2022 How does accruals happen
the accrals is depend on the funds plan, if fund plan created and configure for accrualls, you can launch a job background for accrual base on a fund plan from WEB UI
u2022 How is it linked to funds, what set up of funds is required
the funds is link to fund plan, fund plan link to TP. There is no directly link between funds with rebate, but they have indirect relationship through spend category, method,... E.G. you configure a rebate belong to a spend category, and you can configure the spend category in fund determination with TP.
The funds will be determined when TP created
u2022 How validation happens from claims
validaion happens in claim processing, in claim, the spend value will be fetch from fund usage, and bring to the validation screen, you can edit the validation data, and claim will generate the billing due list according to the validation you input.

TRADE PROMOTION MANAGMENT

WE ARE RUNNING 3 TRADE PROMOTION AT A TIME , AFTER PROFITABILITY ANALYSIS WE FOUND OUT ONE ( 1 ) TRADE PROMOTION IS RUNNING AT LOSS .
WE WANT TO DIVERT THAT ALLOTED FUND TO OTHER TWO ( 2) TRADE PROMOTION . HOW WILL WE DO THAT ??

Hi Sanjeev,
I would recomend to post this question to the CRM - Marketing forum to reach out to the right experts.
Best regards.

Trade Promotion account type vs planning account incorrect gives no warning

Can somebody tell me if and how it is possible to create a warning/error message when planning account type filled in a trade promotion is not of account type as specified in the field "account type".
Eg. Account type is set to Hierarchy node
Planning account is filled with a customer number (instead of hierarchy node number).
I would expect a message, since incorrect combinations in this area gives trouble in further processing.
Can somebody help me on this.
Thanks in advance!
Carla

Hi Roshan,
Please check the fund determination profile for the promotion type.
check the settings of fund determination profile in following path:
SPRO->CRM->Fund Management->Define fund determination profile->Select the profile and click on details.
Regards,
Srinivas

Volume/Trade Spends tab on Trade Promotion or Deal Master

Hi All,
When creating a trade promotion or deal master via CRM_MKTPL transaction, I have filled in the basic data tab, product tab and volumes/trade spends tab.
The volumes/trade spends tab is split into two parts, the products and key figure columns are displayed directly in SAP SEM in the lower part of the tab page.
I need to get these values so I can display in my smartform.
Does anyone know how to retrieve these values? Is there a BAPI, class or any function module I can use to get these values.
Your help will be highly appreciated.
Many Thanks!

I can udnerstand that is going to take effect with the sales order with immediate effect.
I don't want to make any billback on this.
But here is my question.. what's the usage of claims management on this? Cause my discounts are in the sales orders.. why should i receive claims for an off invoice activity in my trade promtoion?
I know is very specific quesiton.. if you don't know is not a problem
Thanks.

Where to control and give error message before saving trade promotion?

Hi Gurus,
our CRM system is upgraded from 5.0 to 7.0 and we have some problems. One of them is, in 5.0 version, we check some conditions and display error message in the AUTHORITY_CHECK method of CRM_MKTPL. So the check is made and message displayed if errors found while entering the trade promortion, at the beginning. And it does not allow any save action too. After upgrade I write this code to CHECK_AUTHORITY method of CRM_MKTPL_OL_OBJ. Now it is not make a control while a trade promotion is entered, so it doesn't stop saving trade promotion although there are errors. I can stop saving maybe in the method of CHECK_BEFORE_SAVE? But how can I display own check messages at the beginning of trade promotion? Please give idea.

Astron,
There are multiple BADIS for the Trade Promotions.
Use CRM_MKTPL_OL_OBJ for Header Valiadtions and CRM_MKTPL_OL_ASG for the Item (assignment block validations).
You need to use CHECK_ATTRIBUTES method of these BADIs to raise any errors.
Just append you message to ET_MESSAGE_LOG and set EV_HAS_ERRORS to 'X'.
If you need an error message on SAVE, use CHECK_BEFORE_SAVE method of the CRM_MKTPL_OL_OBJ BADI and append the messages and Mark REJECT_SAVE to 'X'.
Further there are many methods that trigger on different events like Status change etc.,
Regards,
Masood Imrani S.

Making Marketing Calendar Read only for Trade Promotion

Hi,
We are trying to use Marketing Calendar in CRM 7.0 to view the trade promotions. But the client wants the Marketting Calendar to be read only view. The end users should not be able to drag the TPs to extend the date. Also they should not be able to create, copy or delete the TPs. These end users will be able to create TPs when going through the TP link.
Please advise how can I achieve this.
Regards
Kavitha

Hi Kavitha,
This feature in introduced in the new Integrated Marketing Calendar. See if you can use it.
http://www.sdn.sap.com/irj/scn/elearn?rid=/library/uuid/704e0c72-a7ed-2d10-c2bb-d4162cf5cbca
Best Regards,
Roshan

I need to get link for the complete customization steps for Trade Promotion

Hi Champs,
I appreciate if anyone of you can provide me the complete customization steps or the link on the sap portal for trade promotions .A link of it`s theory will can also be useful but I specifically need the lin k fore the crm customization steps needed for trade promotions.
Thanks + Regards,
Conte

Conte,
Honestly your question is too broad to be answered here. In addition to those forum threads please check the best practices for CRM to see how to confgure some of the components used by TPM:
http://help.sap.com/bp_crmv12007/CRM_DE/HTML/index.htm
In addition review your solution manager along with the standard SAP help for information.
If you have specific questions when configuring your system, please feel free to post those as new separate questions.
I'm going to lock this thread from further replies, as this question is too vague to receive a correct response.
Thank you,
Stephen

How to migrate Trade Promotions, Funds, Fundsplans im CRM 7.0

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