Trade Promotion Management

You use trade promotion management (TPM) to do the following:

Perform planning and budgeting of your trade promotions from the top down at the headquarter level or from the bottom up at the account level
Execute your trade promotions
Manage funds management and claims management processes relating to trade promotions
Monitor the success of past and current trade promotions

You can integrate functions from the following applications with TPM:

Funds management
You can link funds to trade promotions and assign a budget during promotion planning. During the trade promotion evaluation and analysis process, funds are planned, committed, and accrued with the purpose of budget tracking. For more information, see Funds Integration.
Claims management
You can validate and settle claims, in addition to using them to create invoice claims, deduction claims and direct payments. For more information, see Claims in the TPM Business Scenario.
SAP NetWeaver Business Intelligence (SAP NetWeaver BI)
You can use SAP NetWeaver BI to provide a complete overview of past and current promotional performance, which simplifies the planning process and allows quick reaction to changes in the market.
SAP ERP
You can use SAP ERP to finalize claims and to close promotional accounts upon final settlement. SAP ERP tracks all receipts relevant for rebate processing (generated from trade promotions) and automatically posts accruals. For more information, see Rebates in Trade Promotions.
SAP Advanced Planning and Optimization (SAP APO)
You can use demand planning with TPM to ensure adequate supply during promotional periods. For more information, see Purchasing Process in Marketing Projects.

You have completed all of the activities in Customizing for Customer Relationship Management under Trade Promotion Management.
If you plan to use the mass copy function, you have configured the formatting mask that all copied trade promotions must use in Customizing for Customer Relationship Management under Marketing Marketing Planning and Campaign Management System Landscape Define Formatting Mask for Marketing Projects.

The following features are available to help you manage your trade promotions.

Deals
You can generate trade promotions from deals for a predefined set of accounts for specific products. For more information, see Using Deals to Create Trade Promotions.
Trade promotion agreements
You can use agreements to provide guidelines for trade promotions and you can link trade promotions to agreements created for specific accounts to identify contractual obligations. For more information, see Trade Promotion Agreements.
Volumes and trade spends planning
Volumes and trade spends planning allows you to carry out forecasting for deals, trade promotions, or trade promotion elements. For more information, see Volumes/Trade Spends Planning.
Trade promotion guidelines
You can use this function to ensure that your trade promotions fall within guidelines based on established rules and thresholds. For more information, see Trade Promotion Guidelines.

Trade promotion templates
You can create trade promotion templates as a basis for creating multiple trade promotions that have similar attributes. For more information, see Trade Promotion Templates.
Product assignment
You can assign products, product groups, product categories and product segments to a trade promotion. For more information, see Product Assignments.
Partner assignment
You can assign partners with functions to a trade promotion. Partner determination can be used to control which partners can be assigned to a trade promotion. For more information, see Partner Assignment.
Conditions and rebates
You can use conditions and rebates to offer your accounts special discounts for a certain order item. For more information, see Conditions and Rebates in Trade Promotions.
Mass copy and mass change
You can use these functions to quickly create and modify multiple trade promotions.
Causal factors
You can identify incentives that will affect trade promotion performance. For more information, see Causal Factors for TPM.
Overlaps
You can perform an overlap check to identify potential overlaps to avoid similar or identical trade promotions being released simultaneously. For more information, see Trade Promotion Overlaps.

Mass approval
You can use this function to approve many trade promotions at once.
Versions
You can view all changes that have been made to a trade promotion since it was created.
Critical changes
You can set up alerts to notify you when a trade promotion needs to be reapproved following changes identified as critical.

For more information on these features, see Trade Promotion Approval and Re-Approval.