Function documentationVolumes/Trade Spends Planning

 

Volumes/trade spends planning allows you to make forecasts for trade promotions or trade promotion elements and deals. You can also use volumes/trade spends planning in account planning, for example, to perform the following tasks:

  • Plan several trade spends for a trade promotion and for a particular planning account or target group

  • Retrieve the listed price, reference product list price, or price list of promoted products

    • The listed price is always displayed in the sales unit of measure. It is retrieved from the product master using the condition technique. The system reads the condition table or type for the promoted product in the product master.

    • Alternatively, the listed price can also be retrieved from the price list. The price list for the planning account and promoted product must be computed and saved in advance. The promotion then retrieves the price list for the promoted product for a planning account of type account or account hierarchy. The promotion cannot retrieve the price list if your planning account is a target group.

    • The reference product list price can be used if there is no pricing established for the product. In the product master the product points to a reference product ID that has pricing information set up that can be used in trade promotion planning.

  • Apply the buying pattern defined for the planning account to the trade spend key figures

  • Plan key figures based on the baseline volume calculated from SAP Advanced Planning and Optimization (SAP APO)

  • Calculate promotion revenue based on baseline sales

  • Plan the cost of free goods (see Free Goods in Volumes/Trade Spends Planning)

Prerequisites

  • You have created a trade promotion and assigned it to a planning profile group that contains at least one planning profile of type Volumes/Trade Spends or Free Goods. You define planning profile groups in Customizing for Customer Relationship Management under Start of the navigation path Trade Promotion Management Next navigation step Key Figure Planning Next navigation step Define Planning Profile Groups End of the navigation path. If you are using deals, you must enter a source planning profile (see Deals). The deal planning data is copied when you enter the planning profile group in the trade promotion you generate from a deal.

  • You have made the settings in Customizing for Customer Relationship Management under:

    • Start of the navigation path Marketing Next navigation step Marketing Planning and Campaign Management Next navigation step Basic Data Next navigation step Define Types/Objectives/Tactics End of the navigation path

    • Start of the navigation path Marketing Next navigation step Marketing Planning and Campaign Management Next navigation step Basic Data Next navigation step Define Additional Date Ranges End of the navigation path

      To plan volumes/trade spends, you must define a date range of period type Buying.

      Note Note

      You cannot have gaps or overlaps between pre-dip, buying, and post-dip date ranges.

      End of the note.

    • Start of the navigation path Trade Promotion Management Next navigation step Trade Promotions Next navigation step Trade Spends Next navigation step Define Trade Spends for Values End of the navigation path

    • Start of the navigation path Trade Promotion Management Next navigation step Trade Promotions Next navigation step Condition Maintenance Next navigation step Define Condition Generation End of the navigation path

  • You have made the Customizing settings to use the reference product list price in trade promotion planning. For more information, see SAP Solution Manager.

  • In the trade promotion details, you have entered the following information:

    • Trade promotion type and sales organization

      You need this information to generate conditions automatically and to retrieve the listed price or price list.

    • Product planning basis

      The product planning basis indicates which product dimension will be planned. You define the product planning basis in Customizing for Customer Relationship Management under Start of the navigation path Trade Promotion Management Next navigation step Basic Data Next navigation step Products Next navigation step Define Product Planning Basis End of the navigation path. You can plan promotions using the following product dimensions:

      • Product

      • Product category

      • Product group

      • Product segment

      • Product category and product

      • Product group and product

      • Product segment and product

    • Buying pattern type

      For more information about the buying pattern, see Buying Patterns in Volumes/Trade Spends Planning.

    • Start and end dates for the trade promotion and additional dates

      To plan trade spends, you need to enter a value for the date with the period type Buying. Only additional dates defined with a period type are transferred to SAP NetWeaver Business Intelligence (SAP NetWeaver BI).

  • In the Products assignment block, you have assigned products to your trade promotion. You can also assign product categories or product groups. When you assign a product category or product group, the promotion is planned at this level. There is no disaggregation from the product category to the individual products contained in the product category.

Features

  • The trade spend data is validated against the Customizing settings made for condition generation. There is a defaulting mechanism in the trade spends table.

    • You must enter a spend type. If only one spend type category has been defined in Customizing for this spend type, it is used by default.

    • A similar logic applies for the spend method. It is defined in Customizing depending on the spend type and spend category.

    • The discount method depends on the spend type and spend category.

    • The related volume depends on the spend type, spend category, and spend method.

      Note Note

      You must define an SAP NetWeaver BI key figure that contains the direct scan based accrual rate (take rate) to accrue and plan variable billback trade spends based on an expected volume rather than a shipped volume.

      End of the note.

    The condition information corresponding to this trade spend is displayed in the table. See the Customizing activity Define Trade Spends for Values.

  • If no pricing exists for the product and the reference product list price is being used, then this price is displayed in the SU/List Price column of the planning layout.

  • Conditions can be generated automatically directly from the planning data you enter in planning by clicking Generate Conditions. Afterwards, you can maintain the pricing conditions in the Discounts assignment block. For more information about using volumes and trade spends with conditions, see Condition Generation in Trade Promotions.

  • You can enhance the functions available for your trade spends using the Business Add-In (BAdI) for enhanced key performance indicator (KPI) functionality. You can find this BAdI in Customizing for Customer Relationship Management under Start of the navigation path Trade Promotion Management Next navigation step Trade Promotions Next navigation step Trade Spends Next navigation step BAdI: Trade Spends in Marketing Planning End of the navigation path. The delivered BAdI allows you to display the key figures related to a trade spend assignment automatically. It also allows you to freeze the pre-dip and post-dip periods, so that no data can be entered since the planned value for a trade spend is only applicable for the buying period.

  • You can manually trigger the settlement of individual rebate agreements in SAP ERP by choosing Release for Settlement. For more information, see Interaction of Rebate Agreements with SAP ERP.

Activities

  1. On the overview page of the respective trade promotion, go to the Planning assignment block and choose Planning.

  2. Enter your trade spend data and choose Transfer Trade Spends.

    The system retrieves the planning layout from Business Planning and Simulation (BPS) and displays it.

  3. Enter the plan values in the planning layout and choose Save and Back.

    The planning layout is synchronized and rendered.

More Information

Exception-Based Planning