Condition Generation in a Trade Promotion 

Use

With this function, you can create condition records within a trade promotion. Condition records control the operational execution of your trade promotion. Conditions are, for the most part, generated automatically.

In key figure planning, you determine the trade spends for products, product groups or product categories within a trade promotion. Condition generation then converts these trade spends to condition records.

Within the scope of this function there are two types of conditions:

·        Price-Determination-Relevant Conditions

These are conditions with usage PR (price determination), BO (rebate) or FG (free goods). These conditions control price determination when the trade promotion is executed. The system creates these condition records when you start the condition generation on the Trade Spends/Volumes tab.

·        Conditions for Campaign Determination

These are conditions with usage CD (campaign determination). These conditions control campaign determination when the trade promotion is executed. Campaign determination is required so that price determination takes campaign-specific condition records into account. The system creates these condition records automatically when you release the trade promotion.

The system displays the results of the condition generation on the Discounts tab page. Here, you can still manually change the condition records.

If you generate condition records with the usage BO (rebate), the system creates rebate agreements as well.

For more information, see Rebate Agreements in a Trade Promotion.

Integrating Condition Maintenance in Key Figure Planning

This function creates an interface between key figure planning and condition generation, and contains a tool for the mass generation of condition records.

For more information, see Key Figure Planning in the Marketing Planner.

Prerequisites

·        Maintain the necessary settings in the reference IMG in SAP CRM: Customer Relationship Management ® Marketing ®Marketing Planning and Campaign Management ®Condition Maintenance ® Define Condition Generation Type.

·        You have assigned the condition generation type to the campaign type and sales area in the reference IMG in SAP CRM under Customer Relationship Management ® Marketing ® Marketing Planning and Campaign Management ® Condition Maintenance ® Assign Condition Generation Type.

·        You have maintained the assignment of the condition types and condition tables for spend types, spend categories, spend methods and discount methods for the condition generation type in Customizing under Customer Relationship Management ®Marketing ®Marketing Planning and Campaign Management ®Condition Maintenance ® Define Condition Generation.

For more information, see Customizing for Condition Generation.

Constraints

·        It is not possible to generate condition scales with this function.

You can only maintain scales on the Discounts tab.

·        After the generation you can still manually change the condition records on the Discounts tab page.

These kinds of changes do not influence the key figure planning data for the Trade Spends/Volumes tab page.

Features

When generating conditions, the system automatically creates condition records using data from Trade Spends/Volumes and the trade promotion’s basic data. The following data is included in the condition records:

·        Application, usage, condition type and condition table, according to the settings in Customizing for Condition Generation.

·        Validity periods of the trade spends for the trade promotion

·        Products of the trade promotion

·        Sales area of the trade promotion

·        Data from the planning customer of the trade promotion.

·        Data from trade spends/volumes.

When generating conditions, the system enters values in the fields for the condition records. You can enhance or change the system’s logic. The Business Add-In (BAdI) CRM_MKTPL_COND_IF is available for this purpose. For more information, see the BAdI documentation.

You have enhanced the condition technique’s field catalog with user-specific fields. You want to enter values in these fields when generating conditions. Implement the BAdI CRM_MKTPL_COND_IF for this. When you implement the BAdI, you define the logic on how you enter values into the user-specific condition fields.

Activities

       1.      Assign a planning customer and a sales area to the trade promotion.

       2.      Choose a campaign type.

A condition generation type must be assigned to the campaign type and the sales area. The condition generation type determines the condition generation.

For more information, see Customizing for Condition Generation.

       3.      Determine a planning profile set.

The planning profile set defines the key figure planning on the Trade Spends/Volumes tab page.

       4.      Include the participating products in the trade promotion on the Products tab page.

       5.      Assign trade spends to the trade promotion on the Trade Spends/Volumes tab page.

Your entries determine the Key Figure Planning on this tab page and control the condition types and condition tables, which the system uses when generating conditions.

       6.       

Conditions are generated differently for price determination-relevant conditions and for campaign determination conditions:

Price-Determination-Relevant Conditions

·        Maintain the data for the trade spend key figures on the tab page Trade Spends/Volumes.

·        Highlight trade spends and start the condition generation on the Trade Spends/Volumes tab page.

The system creates condition records relevant for price determination. On the Trade Spends/Volumes tab page, an indicator shows that condition records exist for the trade spend.

·        On the Discounts tab page, you can view the condition records created by the system and if necessary, change or enhance them, for example in scales.

·        When you save your trade promotion, the condition records are saved in the database and potentially transferred to SAP R/3.

In addition, compare Data Exchange for Conditions.

·        You can change the trade spends on the Trade Spends/Volumes tab page.

If you restart the condition generation, the system creates further condition records or changes existing ones.

·        For an explanation as to which condition types and tables the system uses to generate conditions, see Customizing for Condition Generation.

Conditions for Campaign Determination

·        Release of the trade promotion: To do this change the status of the trade promotion to Released in the basic data for the trade promotion.

The system creates condition records for the campaign determination. On the Discounts tab page, you can view the condition records generated by the system.

·        When you save the trade promotion, the condition records are saved in the database and, under certain conditions, transferred to SAP R/3 .

·        If you block, cancel or complete the trade promotion, the system deletes the condition records for the campaign determination.

·        If you reverse the block, cancellation or completion of the trade promotion, the system creates new condition records for the campaign determination.

Reports

You can also generate conditions outside of trade promotion processing. There are two reports available for this:

·        CRM_MKTPL_COND_IF_R001

This report executes status changes of trade promotions and creates condition records for the campaign determination.

·        CRM_MKTPL_COND_IF_R002

This report creates price-determination-relevant condition records.

Both reports allow you to process several trade promotions and are designed for background processing.