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Function documentationPlanning Types

 

Planning types allow you to create planning data in Business Planning and Simulation (BPS) when you perform key figure planning in marketing projects or account plans. You choose a planning type when you assign a planning profile to a planning profile group in Customizing for Customer Relationship Management under   Marketing  Marketing and Campaign Planning  Key Figure Planning  Define Planning Profile Groups  .

Features

The following planning types are available:

  • General key figures

    Used with trade promotions, trade promotion elements, campaigns, and campaign elements

  • Volumes/trade spends

    Used with trade promotions, trade promotion elements, and deals

  • Free goods

    Used with trade promotions, trade promotions elements, and deals. These planning types allow planning of free goods promotions. There are two types of free goods promotions:

    • Free goods

      You assign a free goods product to each promoted product. The free goods product can be different for each promoted product. The free goods product is granted when the specified rules are met.

    • Product-independent free goods

      All promotional products have the same free goods product.

  • Cost planning

    Used with campaigns and campaign elements

  • Cost Planning with Marketing Spends

    Similar to Cost Planning but allows you to use marketing spends.

The following planning types are available as read-only planning data:

  • APO

    Used to read the uplift quantity on the SAP Advanced Planning and Optimization (SAP APO) integration interface, allowing you to evaluate whether a promotion is feasible. It is a subview of volumes/trade spends planning and is not visible in key figure planning for marketing projects or account plans.

  • APO Distribution Key

    Used when planning at a product category level to determine how the uplift amounts that are assigned to product categories are distributed to the products, that is, determine the products and their corresponding distribution keys.

  • Print preview (PDF)

    Used by the customer confirmation report to print the planning data. It is also a subview of volumes/trade spends planning or cost planning.

  • Workflow

    Used when you want to retrieve planning data in a workflow. For example, a customer may wish to retrieve the total planned cost for a campaign. Depending on the total approved cost, an approval e-mail can be triggered.

  • Condition generation

    Used when the condition records are generated from a background planning profile. For example, a trade promotion is planned at product category level but the condition records are generated at product level. The planning data used to generate the conditions is read from a background planning profile containing the disaggregated planning data at product level. The planning data must be disaggregated into another InfoCube. This can happen on request or in a background task.

    You also use a condition generation planning profile when there are multiple planning profiles of type Volumes/Trade Spends or when there is previous year plan data included in the Volumes/Trade Spends planning profile. The condition generation planning profile contains only the current plan data; it does not contain the previous year actual data.

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