Trade Spends and Dates

Trade promotion date ranges are used to track the dates of specific activities relating to the trade promotion.

You can perform the following tasks:

Associate a date range to a trade spend combination so that the Date Range field is automatically filled in a new trade promotion
Automatically pre-populate trade spends and set default values for the start and end date of the trade spend in trade promotion planning
Add a product, product category, product group, or product segment, and specify effective dates
Effective dates can be different from the trade promotion start and end buying dates.

Note
Product effective dates are not synchronized to the planning layout.

End of the note.

Note
If you copy a trade promotion with product effective dates, these dates are not copied to the new trade promotion.

End of the note.
Add a trade spend and a trade spend exception to a trade promotion and specify start and end dates
A trade spend exception is a trade spend that is specific only to a product, product category, or product group. By default, the trade spend exception start date is the trade spend start date and the trade spend exception end date is the trade spend end date.

In Customizing for Customer Relationship Management you have performed the following tasks:

Defined additional date ranges under Marketing Marketing Planning and Campaign Management Basic Data Define Additional Date Ranges
Related a combination of spend type, spend category, and spend method to a date range under Trade Promotion Management Trade Promotions Trade Spends Define Trade Spends for Values by choosing Relate Date Range
Defined if you want the trade spend date information pre-populated in trade promotion planning under Trade Promotion Management Trade Promotions Trade Spends Define Trade Spends for Values under Spend Method, Take Rate, Off Invoice Cap and selecting the pre-populate checkbox
Defined if you would like to integrate funds management functions by mapping the relevant expense type to the trade spend under Trade Promotion Management Trade Promotions Funds Integration Define Settings for Funds Integration
Defined default date ranges for the effective dates under Trade Promotion Management Basic Data Products Define Product Default Date Ranges

Trade spend dates are defaulted automatically to new trade promotions when the dates maintained for the trade promotion in the Dates assignment block is the date range related to the trade spends in Customizing.
The Date Range for the trade spends in the planning page is defaulted after the trade spend values have been selected if the date range has been related to a trade spend in Customizing.
If no Customizing has been done, the system searches for the Buy or Plan date range. Otherwise, it is left blank and can always be modified.

Note Note

Data is only pre-populated when initially creating the trade promotion. If you delete the default data, you must manually maintain it.

End of the note.

You can add a product, trade spend, or a trade spend exception to a trade promotion even if it has the status Released.
You can also add a product retroactively to a released trade promotion. However, you cannot add an off-invoice trade spend retroactively unless you have an active Business Add-In (BAdI) implementation. For more information, see SAP Note 1241739.
Product effective dates are not adjusted if you change the trade promotion date ranges or trade spend dates.
You withdraw a product from a trade promotion by specifying an Effective To date that is earlier than the trade promotion buying end date.
You stop a trade spend by specifying the trade spend end date.

Note
You cannot delete a product or trade spend from a trade promotion that is being executed.

End of the note.

You must regenerate conditions manually at the product level to reflect the new end date. The planning grid in SAP NetWeaver Business Intelligence (SAP NetWeaver BI) is updated. If the effective to date is between a planning period, an average trade spend is shown based on prorating.

You can include additional date ranges to your trade promotion in the Dates assignment block.
If you change the dates in the Dates assignment block for the trade promotion, and you have not modified any of the dates in the Planning assignment block, then the changes are synchronized to the trade spends automatically.