Entering content frameFunction documentation Budget Assignment in SD Locate the document in its SAP Library structure

Working with sale promotion and SD budgets can be split up into three stages:

  1. Budget planning in CO-PA
  2. Budget assignments in SD (condition record maintenance)
  3. Passive availability check in CO-PA

Prerequisites

You must activate transferal of assignments to CO-PA per condition type. You carry this out in Customizing for CO-PA, under Flow of actual values ® Transfer of sales agreements.

Activities

  1. Budget planning in CO-PA

    2. A budget is planned within manual planning. You can use several planning functions to help you carry out manual planning. It is a good idea if you define your own plan version for a budget.

  2. Budget assignments in SD (condition record maintenance)

    3. Budget assignments can be made during condition record maintenance, as well as within sales promotions, sales deals and rebate agreements.

    To maintain a budget assignment, select Logistics ® Sales and distribution ® Master data. Under Agreements, select either Rebate agreements, Promotion or Sales deal. Go to the condition screen for the required condition and display the detail screen for the required characteristic.

    This is where you enter the Condition amount and the Planned basis. The system uses this to calculate the value that is filled in the relevant field in CO-PA.

    Rule

    Condition type

    Planned basis

    A

    percentage

    planned sales volume

    B

    fixed amount

    		  

    C

    quantity-dependent

    planned quantity

    etc.

    		    

     

    Example

    You want to maintain a budget assignment, in which you grant a price reduction of 20% of the planned sales revenue of 100,000 USD for material A1.

    In SD sales deal maintenance, you select the condition screen for the ‘price reduction’ screen. You then select the detail screen for material A1. Calculation rule ‘A’ - percentage is maintained. You enter 20 in the condition amount field and 100,000 in the planned basis field. Save your entries.

    The system automatically calculates a planned value of 20,000 USD. This value is transferred (according to value field assignment) to the corresponding value field in CO-PA ‘Sales deductions’.

    Note

    You can also maintain the planned values for all conditions in an agreement. You do this in the overview. In the agreement, select: Goto ® Overview ® Planned values.

  3. Passive availability check in CO-PA

Using reporting in CO-PA, you can carry out a passive availability check. During this check, the planned version in which the budget was planned (in manual planning) is compared with the assignments from SD (via transaction type G).

 

Leaving content frame