Value Distribution  

Use

You use value distribution when planning the costs of a campaign in the Marketing Planner. Planning in SAP CRM is typically performed on a higher aggregation level than that used by the corresponding BI InfoCube in key figure planning in Business Planning and Simulation (BPS). Using value distribution in cost planning allows you to disaggregate your planned costs automatically according to your reporting requirements, for example to a number of products or to a number of business partners (customers).

Value distribution is only intended for marketing campaigns and campaign elements. The reason behind this is that trade promotions are typically aimed at specific products anyway, whereas in campaigns the promotional activity, for example a TV advertisement, is typically run for a number of products belonging to a single brand.

You may have a campaign that is only carried out with a particular supermarket and therefore you want to distribute costs only to stores belonging to that supermarket chain.

Or you may have a campaign that is only carried out with a particular product group and therefore you want to distribute costs only to products belonging to that product group.

Prerequisites

●     In Customizing for Marketing Planning and Campaign Management, you have made the settings for distribution by choosing Key Figure Planning ® Maintain Value Distribution.

●     In Customizing, you have mapped CRM objects and BI objects by choosing Integration with Other mySAP.com Components ® Strategic Enterprise Management ® Change Mapping Between CRM Fields and InfoObjects.

Features

●     Selection

There are three groups of attributes you can use to have the system determine the objects to which you would like to distribute your planned costs:

○     Business-partner-(customer-)related attributes

○     Product-related attributes

○     Sales-organization-related attributes

●     Evaluation

If you use products and business partners in distribution, the system also checks partner/product ranges (PPRs) depending on the Customizing settings you have made.

 

Using PPRs might affect system performance.

Both product and business partner data is checked against the sales organization data entered.

●     Result

The result shows the selection lines one by one, each followed by a list of products or a list of business partners that match your selection values. The Comment column on this screen indicates whether the product is valid or not. No comment means that the product is valid. Only the valid products are considered for planning. The final valuations (costs sliced per product or per business partner) are only visible in BPS.

There are also BAdIs for carrying out custom checks on selections and results before handover to BPS. You can find these BAdIs in Customizing for Marketing Planning and Campaign Management under Key Figure Planning ® Business Add-Ins.

Activities

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       1.      In the Marketing Planner, on the Basic Data tab page, enter a planning profile group that has been assigned a distribution category. This then determines the layout for your distribution on the Costs tab page.

 

The planning layout must match the distribution Customizing exactly, that is, it must contain all the attributes used in the distribution category.

       2.      On the Costs tab page, use one or several lines in the distribution ALV grid to enter your selection values.

       3.      Choose Dist. Transfer(Distribution Transfer).

The selection values are transferred to BPS. The screen is split and the BPS key figures are shown in the lower part of the screen in an HTML planning layout.

If a selection value is the same for all selection lines, the HTML planning layout displays the differing values only. Example: The distribution category contains the following attributes: Sales Organization and Product Hierarchy. If the value for the sales organization is the same in all selection lines, the HTML planning layout does not display the sales organization values but rather the product hierarchy values only.

       4.      Expand all nodes and assign the amounts for the BPS key figures on an aggregated level.

       5.      Choose Trace.

The result of the disaggregation is displayed in a trace log screen and transferred to BPS.

Example

You are running a TV ad that advertises two of your products: Coffee and chocolate. The costs of this promotion must be distributed among the two involved brands: Coffee and chocolate. All products included in these two brands are to carry part of the costs of the TV ad.

In Customizing for distribution, you define a distribution category comprising sales area attributes together with the product hierarchy attribute.

On the Costs tab page, in the distribution ALV grid, you enter two lines:

●     Sales area: Retail, product hierarchy (brand): Coffee

●     Sales area: Retail, product hierarchy (brand): Chocolate

In the HTML planning layout, you enter the costs per type of spend, for example, advertising costs.

The system retrieves all relevant products and distributes the costs to each individual product.

Specifics of the PC UI

The distribution result is displayed in SAP GUI only. In the PC UI, the distribution result is saved but not displayed.