Customizing for Condition Generation 

Purpose

For the function condition generation you need the basic Customizing settings in SAP CRM. These Customizing settings determine for which usages, condition types and condition tables the system creates condition records when generating conditions.

Procedure

Maintain the following settings in Customizing for SAP CRM in CRM only:

        1.      Maintain a condition maintenance group under Customer Relationship Management ® Master Data ®Condition Technique ®  Create Condition Maintenance Group.

Include the condition types and condition tables that you use for condition generation in a condition maintenance group.

       2.      Assign the condition maintenance group to the CRM application under Customer Relationship Management ®Marketing ®Marketing Planning and Campaign Management ®Condition Maintenance ®Assign Condition Maintenance Group.

If you want to generate rebate conditions, set automatic determination of the rebate type under Customer Relationship Management ® Marketing ® Marketing Planning and Campaign Management ® Condition Maintenance ® Determine Agreement Type in a Trade Promotion.

The condition types and condition tables for the rebate conditions must be contained in the condition type group that is assigned to the agreement type. Make the Customizing settings for the agreement types and condition type groups for rebate conditions. For more information on generating rebate conditions, see Agreements in a Trade Promotion.

        3.      Define a condition generation type under Customer Relationship Management ®Marketing ®Marketing Planning and Campaign Management ®Condition Maintenance ® Define Condition Generation.

Bear in mind that some functions for conditions and rebate agreements no longer work correctly if you change the Customizing for the assignment of trade spends and conditions types.

        4.      Assign the condition generation type, campaign types and sales areas under Customer Relationship Management ® Marketing ®Marketing Planning and Campaign Management ®Condition Maintenance ®Assign Condition Generation Type.

When conditions are generated, the system determines the condition generation type for the trade promotion’s campaign type and sales area. The system uses this condition generation type to analyze the Customizing for condition generation. Ensure that the required campaign types are defined.

        5.      Maintain the condition types for conditions relevant to price determination under Customer Relationship Management ® Marketing ®Marketing Planning and Campaign Management ®Condition Maintenance ® Define Condition Generation ®Pricing Condition Types.

Conditions relevant to pricing are conditions with usages PR (pricing), BO (rebate) or FG (free goods).

                             a.      Enter the spend type, spend category, spend method and discount method.

This data represents the trade spends, which you plan on the Trade Spends/Volumes tab page.

                             b.      Assign the application, usage and condition type.

        6.      Maintain the condition type for campaign determination conditions under Customer Relationship Management ® Marketing ®Marketing Planning and Campaign Management ®Condition Maintenance ® Define Condition Generation  ® Campaign Determination Condition Type.

Campaign determination conditions are conditions with usage CD (Campaign Determination).

        7.      Define the condition tables for each condition type which the system uses for generating conditions under Customer Relationship Management ®Marketing ®Marketing Planning and Campaign Management ®Condition Maintenance ® Define Condition Generation  ® Condition Tables.

                             a.      The condition tables must be contained in the access sequence for the condition type.

                             b.      The condition tables for conditions relevant to price determination must contain the field Campaign.

                             c.      The condition tables for campaign determination conditions must contain the field Product.

                             d.      You can specify different condition tables for different specifications of the planning customer and for different product levels.
When the planning customer is a target group, the data in this Customizing table will be accessed in the following way:

·         Trade promotions where the assigned planning profile group specifies planning at business partner level will read the table entry where the customer type = partner

·         Trade promotions where the assigned planning profile group specifies planning at the business partner hierarchy node level will read the table entry where the customer type = hierarchy node

·         Trade promotions where the assigned planning profile group specifies planning without a customer level will read the table entry where the customer type = target group

In generating conditions, the system evaluates the entries as follows:

                                                  i.       The system determines the planning customer’s specification when generating conditions. The following applies for planning customers with the specifications Customer Hierarchy:

The system does not expand the planning customer into individual customers if the condition table contains any one of the following fields: Customer Number, Payer, Goods Recipient or Invoice Recipient.

The system does not expand the planning customer if the condition table does not contain any of the following fields: Customer Number, Payer, Goods Recipient or Invoice Recipient. The system creates the condition records on the customer hierarchy level.

                                                 ii.       Post-evaluation of the product level depends on the Customizing entries and on data that you maintain on the tab page Trade Spends/Volumes.

If you have maintained only one Customizing entry for the Product product level, the system creates condition records per product.

If you specify an entry for a higher product level (product group or product hierarchy), you can generate condition records on this higher level. In doing so, the system uses this higher level, which is in the planning layout, for key figure planning: If you choose the planning profile group 4TPM on the Basic Data tab page, the planning layout on the Volumes/Trade Spends tab page contains the Product Group level; if you choose the planning profile group 4TPH, the planning layout has the level Product Category.

 

Once you have maintained Customizing entries for the Product product level and for the higher product levels, the system creates condition records for the higher product levels and for those products whose values you have maintained differently.

You have maintained condition tables for the product levels Product and Product Group for a specific condition type in Customizing. You have assigned five products, numbered 1001, ..., 1005, to your trade promotion; these products belong to product group1 4711. You have maintained the following variable trade spends on the Trade Spends/Volumes tab page:

Product	Trade spends
1001	2 USD
1002	2 USD
1003	2 USD
1004	2 USD
1005	2 USD

The system creates a condition record for Product Group1 4711 with the condition amount 2 USD.

In the second case you have maintained the following variable trade spends on the Trade Spends/Volumes tab page:

Product	Trade spends
1001	2 USD
1002	2 USD
1003	1 USD
1004	2 USD
1005	2 USD

The system creates a condition record for product group 1 4711 with the condition amount 2 USD, and a further condition record for product 1003 with the condition amount 1 USD.

SAP recommends you flag accesses in condition tables in the access sequence as exclusive if you are using condition tables for the product level Product Group.

        8.      Define condition types and condition tables that the system uses to display values from condition records in key figure planning on the Trade Spends/Volumes tab under Customer Relationship Management ®Marketing ®Marketing Planning and Campaign Management ®Condition Maintenance ® Define Condition Generation  ® Price Determination.

You can assign a condition type and a condition table to a key figure from key figure planning. If you make Customizing settings here, the system determines the condition records and displays the condition amount on the tab page Trade Spends/Volumes.

You want to display the normal price (list price) in key figure planning. In the system, the list price is a condition record for condition type 0PR0 and condition table SAP004. You have defined a key figure 0PRICE_BUOM for the list price in key figure planning.

Result

You have maintained the necessary Customizing settings for condition generation.