Allocation Management 

Purpose

You use this process to view the products allocated to a business partner or contact person, or to a planning customer, as part of a marketing project.

You can also change the status of the allocation and enter the quantity actually ordered by the business partner, contact person, or planning customer, for example, during or after a visit.

Prerequisites

There is an active campaign or trade promotion, with an allocation header and items assigned to it (see Allocation Maintenance).

At least one target group is assigned to the allocation header.

Process Flow

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       1.      You can view allocations for a target group in the Marketing/Allocation Management tile set.

       2.      By changing entries in the Actual Qty and Status columns, you can update the allocation data for each member of the target group.

       3.      To update all of the allocation items at once, choose Mass Update, make the relevant entries in the Mass Update Parameters dialog box, and choose Update.

       4.      Save your entries.