Function documentationException-Based Planning

 

You can assign product categories or product groups to a trade promotion. You can also assign one or more products from these product categories or product groups to the trade promotion. You can use this function to perform the following tasks:

  • Define one or more products as exceptions

    The trade spend is the same for all the products in the product categories or product groups except for the exception products, for which you can define different trade spends.

  • Exclude one or more products from the product categories or product groups

    The trade spend is applied to all the products in the product categories or product groups except to the excluded products, for which no conditions are generated and which will not be displayed in the planning layout.

Prerequisites

  • You have made the settings 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 have made the settings in Customizing for Customer Relationship Management under Start of the navigation path Master Data Next navigation step Conditions and Condition Technique Next navigation step Condition Technique: Basics Next navigation step Create Access Sequences End of the navigation path. For more information about the Customizing settings for condition generation optimization and product exceptions, see SAP Solution Manager.

  • If your product planning basis includes product categories, to transfer uplift volumes to SAP Advanced Planning and Optimization (SAP APO), you have implemented the Business Add-In (BAdI) in Customizing for Customer Relationship Management under Start of the navigation path Marketing Next navigation step Marketing Planning and Campaign Management Next navigation step System Landscape Next navigation step Business Add-Ins Next navigation step BAdI: SCM Integration End of the navigation path. The example implementation of the BAdI takes into account exception products and excluded products for a promoted product category. If your product planning basis includes product groups, you have changed and implemented the BAdI: SCM Integration.

Features

Exception Products

  • Included and additional products

    In volumes and trade spends planning, products that are included in product categories or product groups assigned to a trade promotion are handled differently from products that are not included in the product categories or product groups. The system determines whether a product is included in a product category or product group when you perform one of the following tasks:

    • Assign or delete a product category or product group

    • Assign a product

    The system sets the Additional checkbox to indicate that a product is not included in the product categories or product groups that are assigned to the trade promotion.

  • Aggregated key figures

    Aggregated key figures, such as volumes, can be totalled within a hierarchy. For example, when you plan sales volumes for two products in a product category, the total volume for the product category is the sum of the volumes of the two products.

    The aggregated key figures that you plan for included products are included in the total at the product category or product group level. The aggregated key figures that you plan for additional products have their own product category or product group total and are included in the total at the trade promotion level.

    The planning layout displays a line for the following items:

    • The total at the product category or product group level

    • The products in the product category or product group, except those that are assigned individually as included products

    • Each included product

    If you enter a total, for example, total volume, at the product category level, the system distributes it to all the products in the product category. The system distributes the total using a reference key figure, such as historical sales at the product category or product level. It then subtracts the aggregated values of any included products from the reference key figure at the product category level. If a reference key figure or data is not available, the system distributes the total equally to the assigned product category and products.

    If you manually overwrite values at lower levels of the planning layout, the system takes the new values as the basis for any redistribution from product category to product level.

    If you enter a value at lower levels of the planning layout, the system aggregates the values at the lower levels and the values in the line for all the products in the product category into a new total.

  • Non-aggregated key figures

    Non-aggregated key figures, such as discount rates, cannot be totalled within the hierarchy. For example, when you plan a discount rate of USD 2 for two products in a product category, the discount rate for the product category is equal to the discount rate of the two products.

    The non-aggregated key figures that you enter at the total level of the planning layout are copied to the lower levels. If you change a value at the lower levels, so that the values at the lower levels are different from each other, the system displays an asterisk (*) at the total level.

  • Condition generation

    To ensure that the condition records at product level and the condition records at product category or product group level are not both applied, the access sequences must be set properly. The condition records for campaign determination are generated for the product categories or product groups that have included products assigned to the trade promotion; thus, the included products are automatically included.

  • Fund usages

    If the fund that is used for an exception product is different from the fund used for the product category or product group, the system generates one fund usage per trade spend in the trade promotion. It generates one line item for the product category or product group and one line item per included product. To ensure that the trade spend of the included products is not assigned twice in the fund usages, the value of the trade spend for the product category or product group is taken from the line for all the products in the product category or product group, except those that are assigned individually as included products.

    If the same fund applies to the product category or product group and to the exception product, the system creates only one fund usage. If the fund for the product category or product group is different from the fund for the exception product, the system calculates the fund usage amount separately. It calculates the fund usage amount for the line for all the products of the product category or product group, except those that are assigned individually as included products. Then it calculates the fund usage amount for the exception products. The total of these amounts is assigned to the product category or product group as one fund usage.

Excluded Products

  • Aggregated key figures

    When you enter a total at a product category or product group level, you have to subtract the values for the excluded products.

  • Baseline

    You have to reduce the baseline at a product category or product group level by taking into account the baseline of the excluded products.

  • Condition generation

    For short term promotions, two condition records are generated with a value of zero for excluded products: a campaign determination record and a pricing or rebate record.

    For long term promotions, only one condition record is generated with a value of zero for excluded products: a pricing or rebate record.

    In both cases, the sales orders created with excluded products apply the discount with a value of zero.