Planning Level: Account Group Condition Details 

Technical name: 4TPM8175

Overview

The following documentation provides an example of the Planning Level: Account Group Condition Details (4TPM8175). All other planning levels in condition planning have a similar structure to the planning levels described here.

The Planning Level Account Group Condition Details (4TPM8175) contains all characteristics and key figures required for contribution margin planning on the customer level Account Groups and across the entire product hierarchy. The planning level is restricted to the plan year that is stored in the variable PLANYEAR. The Sales Manager (plan version 10) and the Account Manager (plan version 20) both plan on the customer level Account Group, so you have to restrict access to the relevant plan versions. For this purpose, two Planning Packages have been defined that contain the relevant plan versions.

This procedure applies to the customer level All Customers, which both marketing managers and sales managers use for planning. There are no planning packet restrictions on other customer levels. Generally, you will work with ad-hoc packages.

Characteristics and Key Figures

The Planning Level Account Group Condition Details (4TPM8175) contains the following characteristics and key figures:

Characteristics

Characteristic	Description	Selection
0CP_ARTGRP	Article Group
0CRM_MKTELM	CRM Marketing Element	#
0CRMVERSION	CRM plan version	#
0FISCYEAR	Fiscal year	PLANYEAR
0FISCVARNT	Fiscal Year Variant	K4
0BP_GRP_A01	BP Group Level 1	BP_GRP07
0BP_GRP_A02	BP Group Level 2	BP_GRP06
0CP_CATEG	Category
0COUNTRY	Country Key	DE
0CRM_PROD	CRM Product
0CP_SEGMENT	Product Segment
0CP_SSEGMNT	Product Subsegment
0DIVISION	Division	0ACCMGR
0CP_SCATEG	Subcategory
0SALES_UNIT	Sales Unit
0CRM_SALORG	CRM Sales Organization	0ACCMGR
0VERSION	CRM Version
0DISTR_CHAN	Distribution Channel	0ACCMGR
0VTYPE	Reporting Value Type	20
0CURRENCY	Currency Key	0ACCMGR

Key Figures

Key figure	Description
0TARG_PROZ	Adjustment Factor for Planning
0VOL_REBATE	Rebate
0BUDGET	Budget
0PROMOTIONS	Direct Promotion Costs (External Service)
0OFFINVDISC	Direct Discounts
0COPAREVEN	Revenue
0INV_QTY	Billing Document Quantity in Sales Unit of Measure
0INTVALUE	Internal Allocation Value
0KEYFG_FLAG	Indicator for Planning Layout Display
0CP_LSTFEE	Listing/Shelf Placement Fee
0FRGO_DSCNT	Free Goods Discount
0COPANETRV	Net Revenue
0NET_PRC	Net Price for 0CURRENCY
0COPAODSCNT	Miscellaneous Sales Deductions
0OTHCUSTCST	Other Customer Costs
0REG_DISC	Total of All Regular Discounts
0OFFR_DSCNT	Variable Promotion Discount (Invoice Markdown)
0CP_INSTFEE	Funds

Planning Layout: Condition Details (4TPM8175)

The Planning Layout Condition Details (4TPM8175) enables you to carry out contribution margin planning for the plan year on the customer level Account Groups.

The planning layout contains the key figures in the data columns. The key columns contain the characteristics Category, Subcategory, Product Segment, Product Subsegment, Article Group, Product and Sales Unit. The characteristic Sales Unit exactly defines the desired sales unit of a product. This is necessary because various sales units are possible for each selected product. The remaining characteristics are found in the planning layout header.

Enhanced Planning Layouts are available for these planning layouts (see also Enhancing the Planning Layout). The product levels are arranged hierarchically and can be expanded. The Key Figure Scheme is defined as follows:

Key Figure Scheme

Row	Key figure	Calculation	Status
10	Gross Revenue		display only
20	Regular Discounts		ready for input
30	Promotion Discounts		ready for input
40	Free Goods Discount		ready for input
50	Direct Discounts	20+30+40	hidden
60	Rebate		ready for input
70	Miscellaneous Sales Deductions		ready for input
80	Total Sales Deductions	50+60+70	display only
90	Net Revenue	10-80	hidden
100	Listing Fee		ready for input
110	Funds		ready for input
120	Direct Promotion Costs		ready for input
130	Other Customer Costs		ready for input
140	Total Customer Costs	100+110+120+130	display only
150	Auxiliary Row	30+40	hidden
160	Auxiliary Row	150+60	hidden
170	Auxiliary Row	110+120	hidden
180	Budget	160+170	hidden
190	Planning Layout Display Indicator		hidden

Planning Layout: Contribution Margin Scheme Conditions (4TPM8176)

The planning layout Contribution Margin Scheme Conditions (4TPM8176) gives you an overview of the contribution margins that result from the planned conditions. This planning layout has the same general structure as the planning layout described above.

The key figure scheme of the relevant extended planning layout is defined as follows:

Key Figure Scheme

Row	Key figure	Calculation	Status
10	Gross Revenue		display only
20	Regular Discounts		hidden
30	Promotion Discount		hidden
40	Free Goods Discount		hidden
50	Direct Discounts	20+30+40	hidden
60	Rebate		hidden
70	Miscellaneous Sales Deductions		hidden
80	Total Sales Deductions	50+60+70	display only
90	Net Revenue	10-60	display only
100	Internal Allocation Value		display only
110	Contribution Margin 1	90-100	display only
120	Listing Fee		hidden
130	Funds		hidden
140	Direct Promotion Costs		hidden
150	Other Customer Costs		hidden
160	Total Customer Costs	120+130+140+150	display only
170	Contribution Margin 2	110-160	display only
180	Net-Net Revenue	90-160	display only
190	Auxiliary Row	30+40	hidden
200	Auxiliary Row	190+160	hidden
210	Auxiliary Row	130+140	hidden
220	Budget	200+210	hidden
230	Planning Layout Display Indicator		hidden

Planning Functions

The following User-Defined Planning Functionssapurl_link_0001_0042_0041 are available on this planning level for condition planning:

·        Calculate Gross Revenue and Internal Allocation Value (4TPM8175)

¡        If you call the planning layout Contribution Margin Scheme Conditions (4TPM8176), this planning function automatically calculates the gross revenue and the internal allocation value:

§         Plan gross revenue = plan billing quantity x (actual gross revenue / actual billing quantity)

§         Internal allocation value (plan) = plan billing quantity x (internal allocation value (actual) / actual billing quantity)

¡        If the planned billing quantity has changed since the last time this planning layout was called, the planning function adjusts the planned conditions linearly: if there is a difference between the planned billing quantity and the billing quantity that is stored in the key figure Adjustment Factor for Planning (0TARG_PROZ), the planned conditions are multiplied by the planned billing quantity and then divided by the key figure (adjustment factor planning). Finally, the key figure Adjustment Factor for Planning is equated with the planned billing quantity.

¡        Fields to change: CRM Plan Version, Fiscal Year, Key Figure Name, Version, Value Type

·        Calculate Net Price(4TPM8176)

If you exit the planning layout Condition Details (4TPM8175) or the planning layout Contribution Margin Scheme Conditions (4TPM8176) or save the relevant folder, the planning function calculates the net price. For this purpose, the planned net revenue is divided by the planned billing quantity (parameter group 4TPM8177). The parameter group 4TPM8178 ensures that the key figure Adjustment Factor for Planning (0TARG_PROZ) is initially filled with the planned billing quantity when a folder is called. This is necessary to adjust the conditions linearly to a planned billing quantity change.