Partner Planning 

Purpose

You use this process as a channel manager to plan targets for partners that sell brand owner’s products. Planning can be performed for partners that sell brand owner’s products on behalf of the brand owner and also for partners that sell brand owner’s products independently.

Prerequisites

You have followed prerequisites described for Sales Target Planning since both sales target planning and partner planning use the same planning area. Moreover, both processes are loosely integrated with SAP CRM.

 

For more information about these prerequisites, see help portal under SAP Cross-Industry Solutions ® mySAP Financials ® SAP Strategic Enterprise Management ® SAP SEM-BW 3.50 ® SEM Strategic Enterprise Management ® Business Planning and Simulation ® Planning Applications ® Customer Relationship Analytics ® Sales Planning ® Sales Target Planning ® Planning Global Sales Targets .

 

For more information about loose integration with SAP CRM, see help portal under SAP Cross-Industry Solutions ® mySAP Financials ® SAP Strategic Enterprise Management ® SAP SEM-BW 3.50 ® SEM Strategic Enterprise Management ® Business Planning and Simulation ® Planning Applications ® Customer Relationship Analytics ® Planning Services ® Special Features for Loose Integration with SAP CRM .

Process Flow

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        1.      Perform situation analysis (using SAP BW)

You perform situation analysis using the Business Information Warehouse (BW) System.

        2.      Receive sales targets (SAP SEM)

You receive the sales targets and budgets in the Strategic Enterprise Management (SEM) System.

        3.      Select channel partner and product category (SAP SEM)

You decide on a channel partner and also select the product category for planning.

        4.      Plan quantity and revenue (SAP SEM)

You plan key figures such as revenue and quantity. When you save data, the results are sent to SAP BW.

        5.      Check plan/target achievement (SAP SEM)

You and your respective channel partners check planned figures against the targets set for a channel partner. If necessary you make the required changes in the sales plan.

        6.      Release plan for approval (SAP SEM)

You release the sales plan for your manager’s approval.

        7.      Manager approves plan (SAP SEM)

        8.      Release product quantity for capacity planning (SAP SEM)

If you are using the Advanced Planner and Optimizer (APO) System then depending on the status of the sales plan, the SEM System releases the planned product quantity information for capacity planning to APO.

        9.      System receives product data (SAP APO)

     10.      Monitor plan/actual comparison (Using SAP BW)

You and your respective channel partners monitor the planned figures against the actual sales on an on-going basis. If required, you adjust the sales targets.

     11.      Perform a rolling plan

You execute rolling planning in order to replace plan values with the actual values of the previous period within a fixed time frame.

 

·         You can find more information on queries delivered by SAP in the SAP Help Portal under SAP NetWeaver ® SAP Business Information Warehouse ® Business Information Warehouse ® BI Content ® Customer Relationship Management ® Sales ® Sales Analyses for CRM ® Queries ® Sales ® Channel Management .

 

·         You can also perform planning using Microsoft Excel without using the SAP GUI. For more information, see the help portal under SAP Cross-Industry Solutions ® mySAP Financials ® SAP Strategic Enterprise Management ® SAP SEM-BW 3.50 ® SEM Strategic Enterprise Management ® Business Planning and Simulation ® Planning Applications ® Customer Relationship Analytics ® Planning Services ® Special Features for Loose Integration with SAP CRM ® Frontends for Entering Plan Data.