Trade Promotion Workflow CRM -7
Hello,
Is there any documentation how to customize approval workflow for trade promotions?
The SAP Help doucment is not too clear on config .
http://help.sap.com/saphelp_crm60/helpdata/en/eb/aa80ae2ea44778a987960a847fc6ce/frameset.htm
Thanks a lot.
Rajiv Jain
Hi Rajiv,
Check if this similar [query|Re: Trade Promotion Workflow] helps you.
Regards,
Saumya
Similar Messages
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Hello,
Is there any documentation how to customize approval workflow for trade promotions?
The SAP Help doucment is not too clear on config .
http://help.sap.com/saphelp_crm60/helpdata/en/eb/aa80ae2ea44778a987960a847fc6ce/frameset.htm
Thanks a lot.
Rajiv JainDear Werner,
To my knowledge, we don't have workflow templates for trade promotions, and therefore no customizing documentation specifically for this topic.
So, if you need an approval workflow for trade promotions, you would have to design and implement a specific workflow template during your implementation project.
You can use the documentation for Marketing Workflows:
1. [CRM workflow templates|http://help.sap.com/saphelp_crm60/helpdata/en/e8/5b5b397e53695be10000000a11402f/frameset.htm]:
SAP Help Portal: SAP Customer Relationship Management -> Components and Functions -> Basic Functions -> SAP Business Workflow - You can find the marketing templates in section SAP Business Workflow in Marketing.
2. [CRM Workflow Inbox|http://help.sap.com/saphelp_crm60/helpdata/en/43/f4b42142c84b5484bc4da8c1ab200b/frameset.htm]:
SAP Help Portal: SAP Customer Relationship Management -> Components and Functions -> Basic Functions -> Worklist
3. [Workflow Netweaver Documentation|http://help.sap.com/saphelp_nw04/helpdata/en/a5/172437130e0d09e10000009b38f839/frameset.htm] with a detail description of the workflow builder.
Hope this helps.
Regards,
Anik -
Limited number (5) of mass change can be done in trade promotion of CRM 7.0
Hi,
our CRM system is upgraded from 5.0 to 7.0 .
We are creating trade promotions and mass changes of status are done in here.
There was no limited value in mass change, many of trade promotions can be massly changed in 7.0 too.
But a new support package is dowloaded to the system, means level was 003 and now it is 005.
After this support package load, a limited number of mass change can be done. This number is 5.
if we select more than 5 records, an error occured and nothing can be done.
We have to select 5 or less.
But this is a time loss for our work and our customers, what is the reason? how can I increase the number or totaly destroy this limitation?? Please helppp !!!it is solved
-
Retreiving the guid for target group selected for trade promotion in CRM 7
HI,
I am working on building API for creating trade promotion. I need to find a way where I could retreive the GUID of the target group to be assigned to the trade promotion.
Please share you thoughts on this. Let me know if we could use any standard function module or SAP class which could be used to achieve the objective.
Awaiting your replies.
ThanksCheck this function module
CRM_MKTTG_TG_H_GETLIST_OW -
Hi group,
I've created a trade promotion in CRM, and I'm getting an error message when creating a sales order in R/3. When the order detects the trade promotion, I get the information message 'The entered marketing element
EE8013449FC3C81EE10000000A010671 does not exist in the project master'.
And after that I get another message: 'The header business data does not apply to item 00030'.
This only happens with sales orders related to a promotion. Any ideas of what could this be?
The thing is, we are not using PS at all, and I should not configure ps only for this... If I define a project coding mask, I could solve the first error message, but not the second one ('The header business data does not apply to item 00030'.)...
Thanks a lot
Regards,
JorgelinaHi Jorgelina,
Did you verify that the condition record is being passed to R/3?
If so, is the Sales organization relevant for Trade Promotions?
I have implemented TPM with CRM 4.0 and 5.0, please send me an email with your issue, my email is [email protected]
Chris -
Trade promotion management docs required
Hello Gurus,
Could any one send me Trade promotion management docs .
Could you please define what is it.
Thanks and regards,
DivyaThe only information I know of (excluding brochures which don't tell you anything useful) is in help.sap.com.
Trade promotion management is a business concept supported in CRM, ERP, SEM-BPS/BW, and APO. It integrates the various activities in a golden promotion process which include:
Basic:
- Trade promotion creation/planning(CRM and SEM-BPS): Similar to campaigns but with more specific comercial objectives. It usually involves special season discounts or trade spends in the customer site ( trade spends are special product placement costs, tasting events, etc).
- Trade promotion execution(CRM and ERP): Integration of discounts into sales orders, and rebate agreement managament in ERP.
- Planned/Real analysis(BW): It uses CO-PA reports to compare the promotion planned results with the actual results.
Advanced:
- Promotion result predition(CRM/BW): You can use data mining models to estimate uplift values based on your past knowledge base.
- Account Planning(CRM and SEM-BPS): Well....account planning ^^
- Demand planning integration(APO): Promotion have buying, pre-dip and post-dip periods. This integrates with APO demand planning so that your prodution planning takes into account special discounts and stock-in actions. -
Integration between APO and CRM Trade Promotions Mgmt
I'm looking for a clear description of how to integrate APO and CRM Trade Promotions Management.
Can anyone advise, please?Hi Group APO,
You can follow the below link
http://help.sap.com/saphelp_scm70/helpdata/EN/45/80dd3f92c4f306e10000000a1550b0/frameset.htm
Also Check SAP note 596261 which will surely helps you
Regards
R. Senthil Mareeswaran. -
Trade promotion in a CRM order
Dear All
I have created a trade promotion and released it. My questions are
- The trade promotion I have created does not appear in the header overview section of the Order when I am trying to manually add it to the order- Do i have to do any customizing settings
- How to determine the trade promotion in the order- automatically?
Please let me know.
I will award with full points .
Regards
TarangHi Tarang,
For an trade promotion to be automatically determined in a sales order , you need to do the following
1. Customizations in IMG>CRM> Basic settings--> Campaign Determination (which is very similar to pricing procedures settings )
2. If you want to assign only one TP to an order item, then choose blank for multiple promotions in the path IMG> CRM> Basic Settings> Campaign Determination> Assign Determination Procedures
Hope this will help
Regards,
Rekha Dadwal
<b>
You gain a point for every point that you reward. So reward helpful answers generously</b> -
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
FrankFrank, 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 -
BAPI for Trade promotion create in CRM
Hi All,
I have to create a Trade promotion(tcode - CRM_MKTPL).
Please let me know if any BAPI or any useful function modules exists for Create or Change of the same
Any suggestion or inputs on this will be helpful
Thanks,
AnoopHi Anoop,
Thank you so much for your input. That was very helpful. I was able to create the Deals successfully
I have one problem though, I also need to upload the product & volumes/tradespends. With the product I used method "prod_assign_create" which is ok, but with the volume/tradespends, i have no idea.
Would you know if there's any related class/method or BAPI that may upload the volume/tradespends within deals/trade promotion?
Your help will be higly appreciated.
Regards,
Elynor -
Trade promotion with target group
Hi
At my client place, following scenario is present as
Trade promotion with target group is created and then rebate agreement is being generated in R3 and executed.
Here i am facing an issue where , only one rebate agreement is getting created for all partners in target group instead of separate rebate agreement is getting created per partner in target group.
Kindly give me the inputs
thanks in advance
shaileshBoM in ERP becomes a structured product in CRM when downloaded by the middleware. For TPM, we use them for the display pallet scenario.
Try looking for display pallet documentation
ex: http://help.sap.com/saphelp_crm70/helpdata/EN/ff/e2afec1bc6419395eb34aa2205b788/frameset.htm
Let me know if you need more info.
Regards,
Anik -
Need to change user & system status of trade promotion
Hi,
I have a requirement where I need to advance a user status if system status is changed based on some creiteria.
Similarly a system status will be changed on a particular user status.
Which table is updated for status of trade promotion? Which class/method can be used for it?
Regards,
ShikhaHello Shikha,
Status management on the whole in CRM is pretty complex at the db level as there are so many nr of tables. So, i feel it is better not to go more deep.
Individual application frameworks like one order, marketing has extended the status management for their needs which resulted in pretty good number of APIs for status related actions.
Try the using the following methods of the class CL_CRM_MKTPL_APPL_BASE
1) STATUS_READ --> to read the active status of the marketing object at that point of time
2) STATUS_SET --> for this method pass the business transaction associated with the status of your marketing project.
Hope this helps.
Regards,
Vinay -
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
KavithaHi 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,
ConteConte,
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
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