Volumes/Trade Spends Planning 

Use

Volumes/trade spends planning using the Volumes/Trade Spends tab page allows you to carry out forecasting. It is mainly used for trade promotions or trade promotion elements but can also be used for campaigns. You can use it, for example, to:

●     Plan several trade spends for a trade promotion and for a particular planning customer or target group

●     Retrieve the listed price of promoted products. The listed price is always displayed in the sales unit of measure. It is retrieved from the product master using the condition technique. The system reads the condition table or type for the promoted product in the product master. To display the listed price, you must enter a Type and sales organization data on the Basic Data tab page.

●     Apply the buying pattern defined for the planning customer to the trade spend key figures

●     Carry out key figure planning based on the baseline volume calculated from SAP Advanced Planning and Optimization(SAP APO)

●     Calculate promotion revenue based on baseline sales

●     Plan the cost of free goods (see Free Goods in Volumes/Trade Spends Planning)

Prerequisites

·        You are using a planning profile group where the indicator New KPI flag is set and where at least one planning profile of type Volumes/Trade Spends is assigned. If you are using the Deal Master, you must enter a source planning profile. The deal’s planning data will then be copied when you enter the planning profile group in the trade promotion you generate from a deal.

·        You have made the settings in Customizing for Marketing Planning and Campaign Management by choosing:

¡        Basic Data ® Define Campaign Types/Objectives/Tactics

¡        Key Figure Planning ® Define Trade Spends for Expected Values

¡        Condition Maintenance ® Condition Generation

¡        Basic Data ® Define Additional Date Ranges. Note that you cannot have gaps or overlaps between pre-dip, buying, and post-dip date ranges. You must enter a period type in this activity for planning in the BI system.

·        In the Marketing Planner, on the Basic Data tab page, you have entered the following information:

○     Campaign type and sales organization. You need this information to generate conditions automatically and to retrieve the listed price.

○     Buying pattern type. For information on the buying pattern, see Buying Pattern in Volumes/Trade Spends Planning.

○     Start and end dates for the promotion and additional dates. You need to enter a value for the date with the period type Buying to be able to maintain trade spends. Only additional dates defined with a period type are transferred to BI.

·        In the Marketing Planner, on the Products tab page, you have assigned products to your promotion. You can remove these from the promotion later directly on the Volumes/Trade Spends tab page.

Features

·        The trade spend data is validated against the Customizing made for condition generation. There is a defaulting mechanism in the trade spends grid.

○     You must enter a spend type. If only one spend type category has been defined in Customizing for this spend type, this is used by default.

○     A similar logic applies for the spend method. This is defined in Customizing as dependent on the spend type and spend category.

○     The discount method is dependent on the spend type and spend category.

¡        The related volume depends on the spend type, spend category, and spend method.

See the Customizing activity Define Trade Spends for Expected Values. The condition information corresponding to this trade spend is displayed in the grid.

·        Conditions can be generated automatically directly from the planning data you enter on the Volumes/Trade Spends tab page by choosing Generate Conditions. Afterwards, you can maintain the pricing conditions on the Discounts tab page. For more information on using volumes/trade spends with conditions, see Condition Generation in a Trade Promotion.

·        You can enhance the functions available for your trade spends using the BAdI for enhanced KPI functionality. You can find this BAdI in Customizing for Marketing Planning and Campaign Management by choosing Key Figure Planning ® Business Add-Ins ® BAdI: Enhanced KPI Functionality. The delivered BAdI allows you to display the key figures related to a trade spend assignment automatically. It also allows you to freeze the pre-dip and post-dip periods so that no data can be entered since the planned value for a trade spend is only applicable for the buying period.

·        You can manually trigger the settlement of individual rebate agreements in ERP by choosing Release for Settlement. For more information, see Interaction of Rebate Agreements with the ERP System.

Activities

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       1.      Choose the Volume/Trade Spends tab page and enter your trade spend information.

       2.      Choose Transfer Trade Spends. The system retrieves the planning layout from BPS and displays it in the lower half of the tab page.

       3.      Enter the necessary data in the planning layout and save your entries.