Profitability Analysis allows you to create budgets for promotional measures such as advertising campaigns and the related campaign rebates. You then allot the funds for these budgets in the Sales and Distribution (SD) component by maintaining the relevant condition (sales rebates) for customer agreements. You can observe the progress of these budgets throughout the whole process, from when you initially create the budget on to the allotment in SD and to the final billing document, which is transferred to CO-PA. This is possible because the system now transfers allotted funds to CO-PA simultaneously when you maintain the corresponding conditions in SD.

By analyzing the variance between the planned and allotted budget, you can check the availability of the budget on an ongoing basis. This makes it possible to monitor your sales and promotion budgets at all times in CO-PA.

The following is a typical example of how you might use sales and promotion budgets in CO-PA planning:

1. You create budgets for individual promotional measures in sales and profit planning.
2. You transfer your sales agreements from SD to CO-PA. These agreements are conditions that are stored in SD and granted to customers as sales deductions at the time of billing or subsequently as bonuses.
3. In the information system, you can monitor the availability of funds for the promotion, broken down according to profitability segment.
4. Data is transferred from SD to CO-PA when you maintain the conditions, when you create the sales order, and when you create the final billing document. This lets you analyze the process chain in detail at any moment.