Campaign reserved funds set to zero when deleting Target Group

[Former Member]

Hi Experts,

I am currently working with Campaigns in CRM Marketing.

We have an issue where when you have reserved funds in a campaign and there is a target group assigned to the campaign. If you delete the target group, this sets the reserved funds for the campaign to zero. i.e Once a target group has been deleted from a campaign, all funds reserved in that campaign are unreserved and go to Available.

Has anyone encountered a similar issue and how has this been resolved?

Thank you.

[former_member189549]

Hi Monde,

Check if note 1974922 can be implenented in your system

Thanks

Willie

[Former Member]

Hi Willie,

The note has been implemented but the issue still persists.

Please let me know if you need more information that might assist you in helping me with this issue.

Regards,

Monde

[former_member196553]

Hello,

please refer to the following document, that may contain useful information for the campaign funds integration process:

I'm not aware of any dependencies of the targat group group used in the campaign and the fund usage from the campaigns.

Can you please provide information about the following:

• Campaign and fund usage status BEFORE deleting the target group
• Campaign and fund usage status AFTER deleting the target group
• Values in BPS planning before and after deletion of the TG
• Fund postings in the fund usage before and after deletion of the TG

This information may give an idea about the root cause.

regards,

Johannes

[Former Member]

Hi Johannes,

I am also not aware of any dependencies of the target group used in the campaign and the fund usage from the campaigns.

Here is the information that you requested, I replicated the scenario in our QA system:

• Campaign and fund usage status BEFORE deleting the target group

        Campaign - Planned

        Fund Usage  - Released

• Campaign and fund usage status AFTER deleting the target group

        Campaign - Planned

        Fund Usage - Released

• Values in BPS planning before and after deletion of the TG

        Before: R10 000

        After : R0.00 -  This is where the issue is

• Fund postings in the fund usage before and after deletion of the TG

        Before deletion:

        Reserved: R10000

        Remaining Reserved: R1000

        Status: Released

        After deletion:

        Reserved: R10000

        Remaining Reserved: R1000

        Status: Released

Although fund usage still reflects the R10000 as reserved, you get an insufficient fund when you have to use the campaign funds.

Regards,

Monde

[former_member196553]

Hello,

since the underlying key figure is zeroed out, the fund posting should be adjusted accordingly. That means a reverse posting should be generated reversing the previously reserved amount.

The question is why the key figure is zeroed out - is the target group somehow defined as an attribute in BPS planning? What if a second target group is added to the campaign - does this influence planning somehow?

regards,

Johannes

[Former Member]

Hi Johannes,

Target group was defined as an attribute, it was removed as an attribute but the issue still persists. This did not resolve the problem.

Regards,

Monde