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TPM Funds Integration (New) ( RELNCRM_60_TPM_FND_INTEG )

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Short text

TPM Funds Integration (New)

Use

This release note is relevant if upgrading from SAP CRM 5.0 or SAP CRM 5.2.

Funds integration provides extensions to the SAP CRM trade promotion management (TPM) solution to incorporate CRM trade claims and funds management functions into the TPM solution.

You can associate funds to a trade promotion for planning purposes. You have the option of automated or manual funds association. In automated funds association, the system uses rules set up in the funds determination and availability check profiles to pick the relevant funds for the promotion. You can also associate the funds manually at the root, product, trade spend, or trade spend product level. When you associate the funds manually, the system enforces the same rules used for automated association to restrict the set of funds that can be associated to a promotion.

Additionally, you can:

• Associate a funds plan to the trade promotion

The funds plan association applies a filter to the fund determination profile to determine the set of funds available when planning the trade promotion. It also ensures that the currencies of the trade promotion and the funds plan match.

• Reserve fund budget for a trade promotion

When the trade promotion reaches a certain pre-defined status, the system begins to reserve budget for the promotion from the funds.

• Maintain mapping between the funds type, expense type, and trade spends

Effects on Existing Data

Effects on Data Transfer

Effects on System Administration

Effects on Customizing

You can maintain settings for funds integration in Customizing for Customer Relationship Management, by choosing Trade Promotion Management -> Trade Promotions -> Funds Integration.

Further Information

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