CRM中TPM功能配置手册 - 图文-

CRM项目技术文档 1.4 定义附加日期范围 系统路径为：IMG-客户关系管理-市场营销-市场营销计划和活动管理-基本数据-定义附加日期范围。 1.5 定义产品缺省日期范围 系统路径为：IMG-客户关系管理-贸易促进管理-基本数据-产品-定义产品缺省日期范围。 备注：此日期ID 1即为上面定义的附加日期范围日期ID 1，配置之后UI界面中填入【TPM订单生成日期】之后，产品的日期自动带出。 第 5 页 共 56 页 CRM项目技术文档 1.6 定义产品计划基础 系统路径为：IMG-客户关系管理-贸易促进管理-基本数据-产品-定义产品计划基础。 备注：此处配置之后，TPM单据中产品基础中就会显示出产品。 1.7 将用户BP分配给销售组织 事务码为PPOMA_CRM，系统路径为：IMG-客户关系管理-主数据-组织管理-组织模型-更改组织模型，为销售组织分配职位，然后为职位分配持有人业务合作伙伴，系统自动带出持有人用户。这样配置之后，在做TPM单据时，系统根据用户所分配的组织架构，自动带出销售组织，当用户分配多个销售组织时，可以手动选择销售组织。 1.8 间接关系 间接关系是指批发商和间接客户之间的关系，TPM中使用间接关系，可以通过间接消费信息构建批发商全部的贸易花费，规划销售量。TPM单据中的间接促销选项如果勾选时，则需要使用间接关系。 This function helps you manage your indirect lines of business by enabling you to establish links between indirect accounts and the wholesaler(s) from whom those indirect accounts buy. You can use this information about indirect consumption to build total trade spending and plan sales volumes for a wholesaler, carry out volume planning for a wholesaler, and 第 6 页 共 56 页 CRM项目技术文档 plan trade promotions for indirect accounts. 详细参看网址： http://help.sap.com/saphelp_tpo10/helpdata/en/43/2b3288bd3741ceb0e03688e7f248c3/frameset.htm 1.9 客户购买模式 购买模式需要和需求计划集成在一起使用，同时也需要TPM与APO集成。 The duration that you have defined for the buying pattern determines how many buying percentage fields are available. For example, if you specify a buying pattern of two weeks, there will be two fields available for the buying percentages. For example, you can then plan that the retailer (planning account) purchases 20% of the goods in the first week and 80% in the second. Any other combination that adds up to 100% is permitted. The aim of the buying pattern is to increase the accuracy of the planned increase in sales before sending the values over to Demand Planning. 1.10 因果关系 因果关系是用来获取产品销售给客户的方式的信息。 You can use causal factors in trade promotions management (TPM) to capture information about how products are promoted to customers. You can create one causal factor for each product that is assigned to a trade promotion. You can maintain causal factors at the individual product, product category, product group, or product segment level. This availability depends on the product planning basis of your trade promotion. If, for example, your product planning basis is Product Group and Product, you can maintain causal factors at the product level and the product group level. 1.11 贸易促进重叠检查配置 定义贸易促进管理重叠检查属性，系统路径为：IMG-客户关系管理-贸易促进管理-贸易促进-重叠检查-定义属性 第 7 页 共 56 页 CRM项目技术文档 1.12 市场营销项目中的购买处理 在ERP系统中可以直接从市场营销项目创建一个购买产品和服务的请求，其中，市场营销项目包括Campaign、TPM、Marketing Plan。 The Purchase Goods/Services assignment block is available to you for this purpose. This assignment block is displayed in the CRM WebClient UI only when you make appropriate personalization settings. By default, SAP ERP creates a purchase request when you set the status of the marketing project to Released. You can choose a different status switch for the creation of the purchase request, by making corresponding Customizing settings. The relevant data is then transferred directly to SAP ERP.You can combine purchase orders within one marketing project only; it is not possible to combine purchase orders from different marketing projects 2 TPM系统集成配置 第 8 页 共 56 页