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CRM_LEAD_SURV_ADDCRI - Define Determination Criteria for Questionnaires

CRM_LEAD_SURV_ADDCRI - Define Determination Criteria for Questionnaires

General Data in Customer Master   Vendor Master (General Section)  
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In this IMG activity you group together various determination criteria for your questionnaires. These criteria groups can be used to further restrict determination from a defined combination of questionnaires, validity period, transaction type and item category using lead attributes (origin, priority, sales organization and so on). You define the determination rules for your questionnaires in the activity Define Determination for Questionnaires.

A criteria group can be used more than once for determination.

Requirements

  1. Choose New Entries.
  2. Enter an ID and a description for the criteria group.
  3. Use the F4 help to choose the values for the required attributes for which rule determination should take place.
  4. Save your entries.

ABC determination stipulates that the survey 1234 should only be found from January to June and for transaction type LEAD.

The following values are selected in the criteria group XYZ:

Priority: High

Lead Group: VIP Customers

Sales Organization: CMS.

If you enter XYZ in the field Criteria Group for determination ABC, questionnaire 1234 is only offered from January to June for transaction type LEAD1. This applies to leads of this transaction type with high priority that also belong to the VIP customers group and sales organization CMS.






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