Campaign Analysis Open-Summary

The Campaign Analysis Open-Summary report organizes your outstanding OE30 Orders and/or Quotes using the Campaign Code on the Order Header. This view enables you to analyse and review the current open order activity against your Campaigns.

  • This view is summarized by Customer Code.

  • You now have one Customer sub-total line which accumulates all open Orders/Quotes for that Customer per Campaign Code.
Tip: When using this view to search for Campaign information it is best to either enter a specific Campaign Code or several Campaign Codes. You can also enter the operator “<>” in the Campaign Code field to view all Campaigns. If you do not enter some form of Criterion in this field all orders regardless of whether a Campaign was applied to the order or not will be displayed in the view.

The following fields are available on the Campaign Analysis Open-Summary view and are based on the order in which they appear in the search results grid page:

  • Company Number - every record in the PointForce iTopia SQL database includes the Company Number. When reviewing the results from your search, the Company Number will display for all records.

  • CRM Campaign Type - displays the type of campaign that is reported for the row.

  • Campaign Code - displays the code that is assigned to the Campaign.

  • Campaign Description - displays the description assigned to the Campaign Code.

  • Start Date - displays the date on which the Campaign started.

  • End Date - displays the date on which the Campaign ended.

  • Customer Code - displays the Customer Code entered for the order.

  • Customer Name - displays the Customer name associated with the current Customer Code.

  • Account Type - displays the type of account that is reported for the row. This field displays one of the following:

    • C- Customer
    • P- Prospect

  • Total Outstanding Order Value - displays the Total Outstanding Order Value of the order.

For information on the functionality of each button on the Campaign Analysis Open-Summary Search Criteria Results/Grid page, click here.

 
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