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Configuration of Trade Promotion Management PDF
Configuration of Trade Promotion Management PDF
Trade Promotion
Management
SAP CRM 5.0 - Marketing
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Content
Multiple Promotions
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This presentation will only cover the necessary customizing settings for the following topics:
Target Group as Planning Customer
Multiple Promotions
CRM Rebate Functionality
Integration of the Net Price List Results
Promotion Validation / Data Copying
Trade Promotion in Mobile Sales
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Configuration: Planning Customer as Target Group (I)
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After selecting a condition generation type, and clicking on the Condition Tables folder, the condition
table assigned to the Target Group/Product must contain the Sold-To party or the Target Group.
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Configuration: Planning Customer as Target Group
(II)
Standard planning profile groups
IMG: Customer Relationship Management -> Marketing ->
Marketing Planning and Campaign Management -> Key Figure
Planning -> Define Planning Profile Groups
for target group as planning customer (use the new BW content
for their plan type Volumes/Trade Spends or Free Goods):
4TG1 Standard TPM / Target Group – BP
4TG2 Standard TPM / Target Group - BPHN
4TG3 Standard TPM Free Goods / TG - BP
4TG4 Standard TPM Free Goods / TG - BPHN
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Planning profile groups contain one or more planning profiles. By assigning them to a promotion, you are
then able to use the corresponding planning profile from SEM-BPS, in addition to your user-specific
settings.
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Configuration: Planning Customer as Target Group (IV)
3. If planning at BP level, the table defined against the Customer Type = Business
Partner will be used
4. If planning at BPHN level, the table defined against the Customer Type =
Hierarchy Node will be used
5. If planning at Product level, the table defined against the Customer Type =
Target Group will be used
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Configuration: Planning Customer as Target Group
(II)
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If you have a large number of business partners and/or products in a marketing project, this can lead to a
large volume of data when you generate conditions.
In this activity, you can define the maximum number of conditions that can be generated. If you try to
generate more than this defined number, you will receive an error message and the conditions will not be
generated.
You can also define the point at which the system should sent out a warning. In this case, the system will
issue a message to warn the user that the volume of data is high but will still generate conditions.
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Content
Multiple Promotions
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Configuration: CRM - Multiple Promotions (I)
Quotation and Order Management – Multiple Promotions
One is always the main promotion – for cost assignment and reporting
purposes
Integrated with SAP ECC for processes such as sales order, billing, controlling
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Configuration: CRM - Multiple Promotions (II)
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The campaign determination procedure can be assigned for the Multible Promotion to therequired
organizational units, a document pricing procedure, and to a customer pricing procedure.
In this way, campaign determination is activated in the sales transaction.
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Configuration: CRM - Multiple Promotions (III)
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Configuration: ERP - Multiple Promotions (IV)
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Configuration: ERP - Multiple Promotions (V)
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Configuration: ERP - Multiple Promotions (VI)
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Configuration: ERP - Multiple Promotions (VII)
NOTE! Depending on the used system, the following values are available:
Blank character
Multiple promotions are not supported, that is, only one campaign/trade promotion can
be assigned to an order item.
A
Multiple promotions are supported. Using this value if the system landscape comprises
both CRM Enterprise and SAP ECC.
Manually assigned and automatically determined campaigns/trade promotions are sorted
according to the access sequence. This sorting method is only compatible with SAP
ECC.
B
Multiple promotions are supported. Manually assigned and automatically determined
campaigns/trade promotions are sorted using a simple sort method, which is compatible
with both CRM Enterprise and CRM Mobile. A simple sorting method is needed because
determination in CRM Mobile is not based on the condition technique.
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Configuration: ERP - Multiple Promotions (VIII)
ERP -> IMG -> Integration with other mySAP.com Components -> Customer
Relationship Management -> Basic Functions -> Campaign Determination
BAdI:
1. Business Add-In for Controlling Campaign Determination
2. Business Add-In for Merging Assigned Campaigns
3. Business Add-In for Validating the Campaign Assignment
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The Business Add-In for Controlling Campaign Determination is used to carry out your own
determinations and/or checks within campaign determination. The BAdI is called for each sales document
item when processing business data in the sales document.
The Business Add-In for Merging Assigned Campaigns merged the campaigns assigned to a document
item.
The Business Add-In for Validating the Campaign Assignment adjust the validation of campaigns to suit
your requirements.
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Content
Multiple Promotions
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Configuration: CRM Rebates Functionality (I)
CRM -> IMG -> Customer Relationship Management -> Marketing ->
Marketing Planning and Campaign Management -> Condition
Maintenance -> CRM Rebate Processing
Assign a rebate profile to the rebate type for different object types.
CRM -> IMG -> Customer Relationship Management -> Marketing ->
Marketing Planning and Campaign Management -> Condition
Maintenance -> ERP Rebate Processing
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The Rebate Processing is split in to two sections, the CRM Rebate Processing got separated from the ERP
Rebate Processing.
Customers can now use rebates assigned in the CRM Systems.
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Configuration: CRM Rebates Functionality (II)
CRM -> IMG -> Customer Relationship Management -> Marketing ->
Marketing Planning and Campaign Management -> Condition
Maintenance -> Define Condition Generation
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Configuration: CRM Rebates Functionality (III)
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Content
Multiple Promotions
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Configuration: Integration of the Net Price List Results (I)
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Configuration: Integration of the Net Price List Results (II)
CRM -> IMG -> Customer Relationship Management -> Marketing ->
Marketing Planning and Campaign Management -> Condition
Maintenance -> Assign Condition Generation Type
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Configuration: Integration of the Net Price List Results (II)
CRM -> IMG -> Customer Relationship Management -> Marketing ->
Marketing Planning and Campaign Management -> Condition
Maintenance -> Define Condition Generation
2 maintain Condition
Generation Type for Net
Price List
3
Assign Net Price List to Key
figures
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2.: Under Pricing, you determine the condition type and the condition table that the system uses when key
figures are displayed on the Volumes/Trade Spends tab page.
3.: Under Net Price List Subtotal, you determine the type of net price list, for example, Gross Price, Net
Price, Tax Price or one of the six subtotals available.
You can map several key figures to different totals/subtotals related to the Net List Price.
First you have to create the Price List (SAP menu -> Master Data -> Price List -> Create Price List)
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Content
Multiple Promotions
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Configuration: Promotion Validation / Data Copying (I)
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Configuration: Promotion Validation / Data Copying
(II)
Customizing of Marketing Planning BAdI
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You can use this filter-dependent BAdI to define additional checks for marketing elements and to copy
details of marketing elements. The BAdI uses the filter type CRM_MKTPL_CAMPTYPE to filter by the
campaign type that was defined in the implementation. If you implement this BAdI for a particular
campaign type, the system uses the methods you defined for that campaign type when creating customer
orders.
This BAdI contains the method VALIDATE - Validation of marketing element parameters.
You use this method to set up additional checks for the validation of marketing elements. You can use this
method, for example, for the validation of stock source trade promotions that are determined using the
campaign determination. The system uses this method to compare the vendor in the sales order with the
vendor in the marketing element during the trade promotion validation.
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Content
Multiple Promotions
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Configuration: Trade Promotions in Mobile Sales (I)
Enhancements to Standard
Selection
New selection criteria for standard selection
Business Partner Hierarchy Node
Sales Area
Territory
During creation of a standard selection the new
criteria are defaulted based on master data of the
Campaign, Trade Promotion or Deal
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Configuration: Trade Promotions in Mobile Sales (II)
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Configuration: Trade Promotions in Mobile Sales (III)
CRM Enterprise
Defaulting
Defaulting of person responsible from
logon user
Defaulting of sales area from person
responsible (org model)
Defaulting of sales area from planning
customer (BP / hier. node)
Validation
Validating the sales area against the
person responsible
Validating the sales area against
planning customer
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Configuration: Trade Promotions in Mobile Sales (IV)
CRM Enterprise
Trade promotion
Sales area defaulted
Sales area 2
Results list of F4 help for
sales area:
Sales area 2
Sales area 3
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Configuration: Trade Promotions in Mobile Sales (V)
CRM Enterprise
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