Entering content frameProcedure documentation Maintaining Sales and Promotion Budgets Locate the document in its SAP Library structure

Prerequisites

You need to activate the transfer of allotments to Profitability Analysis separately for each condition type. You can do this in Customizing for CO-PA under Actual Value Flows ® Transfer Customer Rebate Agreements.

Procedure

There are three stages to working with sales and promotion budgets:

1. Budget planning in CO-PA

You create a budget in manual planning. To do so, you can use all the available manual planning functions and all the planning aids. It is recommended that you create a separate plan version for your budgets.

2. Budget allotment in Sales and Distribution (maintenance of condition records)

You can assign budget funds when maintaining condition records for sales campaigns and promotions as well as in rebate agreements.

To maintain a budget allotment, choose Logistics ® Sales and distribution ® Master data. In the Agreements menu, choose either Rebate agreement, Promotion, or Sales deal. Go to the conditions screen for the desired condition and display the detail screen for the desired characteristic.

Here you enter the amount of the condition (which depends directly on the calculation type) and the planned basis. The result of this calculation is the value that the system transfers to CO-PA.

Calculation type

Condition type

Planned basis

A

Percentage

Planned sales

B

Fixed amount

  

C

Quantity-based

Planned quantity

etc.

    

 

Example

You want to allot a budget by granting a 20% price reduction on planned sales of 100,000 USD for product P1.

When you maintain the promotion in SD, you choose the condition screen for the condition type "Price reduction". Then you display the detail screen for product P1. The calculation type is A (Percentage). You enter "20" in the field "Condition amount" and "100,000" in the field "Planned basis". Save your entries.

The system calculates the planned value 20.000 USD. This value is then transferred via value field assignment to the corresponding value field "sales deductions" in CO-PA.

3. Passive availability check in Profitability Analysis

Finally, you can perform an availability check in CO-PA using the information system. Here you can compare the plan version in which you planned the budget with the allotted funds transferred from SD (as record type G).

 

 

 

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