04-14-2009 02:51 PM
04-20-2009 07:59 PM
A) Requires that all opportunities have a valid CampaignID
B) Update the SalesOrder or Opportunity_Products table with fields desired for tracking Marketing$, Commission$, Cost$
C) Use TaskCentre, KnowledgeSync or VBScript to re-allocate monies to each product line item.
1) For closed deals, divide the CampaignCost by the number of ClosedDeals.
2) Divide the weighted amount of the product line item amount by the total sale amount (% of sale), mulitply by the per Opportunity Marketing Cost, and assign to each product line item.
3) We capture Commission$ and return product costs via Dynalink.
D) Profitability reports now can be run by product, product family, campaign, region, etc......
We have not, brought the Marketing $ from MAS into SLX but one could do so by GLCode linking. For the most part, clients find it easier to key punch it in and because some have ongoing "campaigns" they assign a monthly amount.