crm marketing calendar and tpm - …docshare01.docshare.tips/files/23296/232969134.pdf©sap ag 1 sap...

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SAP Trade Promotion Management

RKT Workshop – TPM Configuration in CRM and R/3Unit: Marketing Calendar(CRM 4.0 and R/3)

TPM Core Consulting Team

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Workshop Objectives

Marketing Calendar (CRM) Unit 3

TPM – Pricing Customizing (R/3)

Unit 2

Marketing Planner (CRM) Unit 1

Mobile Sales Unit 4

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Unit Content

Unit Content:

Marketing Calendar as central point of entry

Functions in Marketing Calendar

Define Search Tables

Define Search Criteria

Assign Graphic Profile for Marketing Calendar

Define Views for Marketing Calendar

Define Field Settings for Table View

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Unit Objectives

Unit Objectives:

you will be able to ……customize the Marketing Calendar Query settings…customize the Marketing Calendar View settings…define queries for the SAP GUI Marketing Calendar…know something about additional functions of the SAP GUI Marketing

Calendar…define queries for the marketing calendar…create, copy and delete campaigns and trade promotions

within the marketing calendar…work with corresponding projects…create and delete project assignments…make your personal calendar settings

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Unit Content








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Marketing Calendar

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Marketing Calendar as Central Entry Point - 1

The Marketing Calendar is meant to be the central point of entryfor marketing professionals.

The Marketing Calendar gives an overview of all marketing objects within a certain time range. Time period can be setup on the users needs (daily, weekly, monthly).Look at your marketing projects from several perspectives, for example by brand, customer, customer group or combinations of them. Basic information about marketing projects is displayed right away (e.g. Name, Status, Time Range).

You can define different colors which should be used based on attribute values of the selected marketing projects.e.g. Status = Released Green, Status = To be Approved Yellow...

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Marketing Calendar as Central Entry Point - 2

Interlinking of different events, such as campaigns and promotions is possible.The Marketing Calendar can also be displayed in a list view. The list view contains additional options, such as:

mass changecopy marketing projects from one year to another

A list of marketing projects can be printed directly from the calendarviewIntegration to MS Project is still available from the Marketing Plannerin SAP GUI.

IMG → CRM → Marketing → Marketing Planning and Campaign Management →General Settings → Define Field Assignment for Microsoft Project

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Unit Content








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The following functions are available in Marketing Calendar:Create, copy, delete and print your marketing projects Specify how the search result should be displayed

Expand / Collapse view mode Enlarge / Reduce bar-size Change displayed time frame

Project AssignmentsSplit screen and display projects dealing with the same products(Campaigns / Promotions)Split screen and display assigned projects (Campaigns / Promotions)Create / Remove project assignment (Campaigns / Promotions)

Color SettingsSpecify, whether color of bars should be based on Status or on Campaign TypeLegend for used colors

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Customizing Steps - Overview

The following steps are necessary in customizing:

go to Customer Relationship Management → Marketing → Marketing Planning and Campaign Management → Marketing Calendar →

Define Search TablesDefine Search CriteriaAssign Search CriteriaAssign Graphic Profile for Marketing CalendarDefine Views for Marketing CalendarDefine Field Settings for Table View

Query

Calendar

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Unit Content



Define Search Tables / Search Criteria





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UsageIn this activity you determine the tables and structures from which potential search fields are taken for the query in the calendar application.

RequirementsYou only need to carry out this activity if you have created additional assignment tables for campaign management and fields should be taken from this table as potential search fields for the query in the calendar application.

Standard SettingsThe following entries are delivered as standards:

Table CRM_MKTPL_ATTR (CRM-specific attributes)Structure CRMS_MKTPL_CLDR_SF (additional search fields)

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Activities

First maintain an ID and a language-dependent description for the search criteria. Then select the table/structure and the field that you wish to use as a search field. You can select a field directly in the maintenance view; if this is unique, the table/structure is set automatically. If you have set the search field so that it can be selected more than once, you can enter complex search criteria for the search field in the calendar application.

Example:

define search criteria „PROMO_TYPE – Promotion Type“

add the fields:

Search Criteria Table CRMS_MKTPL_CLDR_SF - Search Criteria CAMP_YEAR

Search Criteria Table CRMS_MKTPL_CLDR_SF - Search Criteria CUSTOMER_ID

Search Criteria Table CRMS_MKTPL_CLDR_SF - Search Criteria PRODUCT_CAT

Search Criteria Table CRM_MKTPL_ATTR - Search Criteria CAMP_TYPE

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UsageTo define search criteria that you want to use for the query in the calendar.

RequirementsIf you want to use fields from tables/structures as search fields in a search criteria, you need to ensure that these fields are in a table or structure that has been maintained in the activity „Define Search Tables“

Search criteria beginning with '0' are part of the standard delivery. If you require additional search criteria, you should use an ID in one of the namespaces provided.

ActivitiesFirstly maintain an ID and a language-dependent description for the search criteria. Then select the table/structure and the field that you wish to use as a search field.

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Assign Search Criteria

UsageHere you can assign the search criteria you defined in the preceding activity to categories from the Marketing Planner, for example, to a campaign or trade promotion.

ActivitiesAssign a search criteria to the required category.The settings that you make here control the selection options that you have in the Marketing Calendar for search criteria.

Example:

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Unit Content








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Assign Graphic Profile for Marketing Calendar - 1

UsageIn this activity you enter all of the graphic profiles that you wish to make available in the user settings for the marketing calendar. You must make an entry here before you use the calendar. The profiledefines how the calendar is displayed, ie, the colors, shapes and so on.You can also decide on the color for each campaign type (type view) and for each status (status view) for every graphic profile.

Default ProfilesGroup MKTP - Name COLOUR - Index 1Group MKTP - Name COLOUR - Index 2Group MKTP - Name COLOUR - Index 3Group MKTP - Name PATTERN - Index 1

The first three profiles are color profiles and use color as thedifferentiating factor. Profiles 1 and 2 use the whole color palette. The third profile does not use the color green.The fourth profile uses templates to differentiate between the different graphic elements.

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Assign Graphic Profile for Marketing Calendar - 2

RequirementsYou can only select profiles that are entered in the Customizing table TBCG. You can maintain this table using the Customizing transaction BCG2. When you create a new graphic profile using BCG2, it is recommended that you copy the available profiles and change these.The color assignments for campaign types can only be implementedafter Customizing for the campaign types.A graphic profile is made up of 5 individual profiles:

Tile groupGraphic element groupColor groupShape group andOption profile

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Define Views for Marketing Calendar - 1

UsageHere you can define the various views for the marketing calendar. You should maintain the following fields:

View level:View: Identification of viewDescription: Appears as text in the selection boxCategory: Object category for which the view is permittedClass: ABAP-OO class that implements the interface IF_CRM_MKTPL_CLDR_VIEW. The actual view is set up by implementing the method REFRESH.Drag & Drop: Indicates whether Drag & Drop is permitted in the viewThis means that you can then structure campaigns and campaign elements underneath each other. This is only worth doing if the view should show the hierarchical structure of the campaigns.Category hierarchy: If the view displays a product hierarchy, you can enter the name of the hierarchy here.

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Define Views for Marketing Calendar - 2Column level

Sequential number: Sequential number of the column on the left-hand side of the calendarColumn headingSize: Width of the columnExpandable: Indicates whether hierarchy levels can be shown or hidden by double-clicking.

RequirementsThe following views are delivered as defaults:Trade Promotion

PromotionCustomerCustomer and product hierarchyProduct hierarchy

CampaignsCampaignProduct hierarchy

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UsageIn this activity you define the fields in the table view for the Marketing Calendar.This allows you to define for all components in the table structure whether the corresponding field should be display only, changeable or changeable as part of a mass change. You can also assign a different label to the one defined in the data dictionary. This is displayed in the title bar of the table.

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Unit Summary

Now you are able to …

…explain the Marketing Calendar as central entry point

…explain the functions in Marketing Calendar

…define Search Tables

…define Search Criteria

…assign Graphic Profile for Marketing Calendar

…define Views for Marketing Calendar

…define Field Settings for Table View

crm marketing calendar and tpm - …docshare01.docshare.tips/files/23296/232969134.pdf©sap ag 1 sap...

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