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Function documentationTrade Promotion Agreements Locate this document in the navigation structure

 

This function provides the contractual framework for all events and trade activities that a key account manager (KAM) plans to generate for an account within a given time period, such as a fiscal year. Trade promotion agreement documents are non-binding, but provide a guideline for planning trade promotions.

A trade promotion agreement is defined by the following:

  • Account

  • Product

  • Time period

Integration

When you create a trade promotion agreement, you can link existing trade promotions to it. You can also link to an existing trade promotion agreement when creating a trade promotion.

A link between a trade promotion agreement and a trade promotion is valid if the trade promotion:

  • Dates fall between the agreement planned start and end dates

  • Account is the same as the agreement account, or part of the same account hierarchy

Prerequisites

If you want to run overlap checks for trade promotion agreements, you have performed the following tasks in Customizing for Customer Relationship Management:

  • You have defined how a trade promotion agreement overlap check is triggered and the resulting system response, by choosing   Trade Promotion Management   Basic Data   Define Status-Driven Events  .

  • You have defined the attributes to be checked when a trade promotion agreement overlap check is triggered, by choosing   Trade Promotion Management   Agreements   Define Attributes for Agreement Overlap Checks  .

  • You have defined the status types to ignore for a trade promotion agreement overlap check, by choosing   Trade Promotion Management   Agreements   Define Statuses to Ignore for Overlap Checks  .

  • You have assigned planning transactions to be launched based on organization details for a trade promotion agreement, by choosing   Trade Promotion Management   Agreements   Define Planning Transactions for Agreements  .

  • You have implemented functionality that triggers an overlap check every time the status of the trade promotion agreement changes, by choosing   Trade Promotion Management   Agreements   Business Add-Ins (BAdIs)   BAdI: Agreement Overlap Check  .

Features

  • Trade promotion agreement and trade promotion linking

    You can link trade promotions to an agreement from either the agreement or the trade promotion.

  • Trade promotion agreement copying

    You can copy an existing agreement by choosing   Marketing   Agreements   to first search for agreements, and then choosing Copy to copy the selected agreement. You can perform the copy online or as a scheduled job. If the copied agreement has trade promotions linked to it, the trade promotions are also copied. The attribute change that was applied to the copied agreement, such as a date shift, is also applied to the copied trade promotions.

  • Trade promotion agreement mass change

    You can mass change agreements by choosing   Marketing   Agreements   to first search for agreements, and then choosing Mass Change to change selected agreements. You then specify the attribute to change, such as the employee responsible, and enter the new value. You can perform the mass change online or as a scheduled job.

  • Trade promotion agreement deletion

    You can delete agreements that have no linked trade promotions.

Activities

  • You create a trade promotion agreement by choosing   Marketing   Agreement  .

    You create trade promotion agreements in a similar way as you do trade promotions. You assign the agreement a planning account, as well as products, product categories or product groups. You set the dates and other relevant data. You use the free-text area to add specific agreement details.

  • You can enhance using business add-ins (BAdIs).

    You can implement validation checks to ensure that trade promotion agreements and their related trade promotions are consistent in Customizing for CRM, by choosing   Trade Promotion Management   Agreements   Business Add-Ins (BAdIs)   BAdI: Agreement Validation  .

    You can implement automatic checking for trade promotion agreements that are eligible for association with a trade promotion in Customizing for CRM, by choosing   Trade Promotion Management   Agreements   Business Add-Ins (BAdIs)   BAdI: Automatic Agreement Determination  .