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Function documentationCondition Generation in Trade Promotions Locate this document in the navigation structure

 

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.

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

  • Price-determination-relevant conditions

    These conditions control price determination when the trade promotion is executed or a sales order is opened.

    These are conditions with usage price determination (PR), rebate (BO) or free goods (FG).

  • Conditions for 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.

    These are conditions with usage campaign determination (CD).

You can create:

  • Short-term trade promotions

    You create short-term trade promotions for a period of several weeks. These trade promotions increase sales volume and include both price-determination-relevant conditions and conditions for campaign determination. The system creates the price-determination-relevant condition records when you start the condition generation in the Planning assignment block. The system creates the condition records for campaign determination automatically when you release the trade promotion.

  • Long-term trade promotions

    You create long-term trade promotions for a period of several months to one year. These trade promotions do not increase sales volume and include only price-determination-relevant conditions. The system creates the price-determination-relevant conditions automatically when you release the trade promotion.

The system displays the results of the condition generation in the Discounts assignment block. The results are also displayed in the Trade Spends assignment block: the rebate status is Created or Opened. You can still manually change the condition records.

You can generate condition records for variable and fixed trade spends as well as campaign determination condition records at product level, product category level, or product group level.

If you generate condition records with the usage BO (rebate), the system creates rebate agreements as well, based on a rebate product. In case the condition records were generated at product category or product group level, the system selects the rebate product arbitrarily from the list of products that belong to the product category or group.

Integration

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.

Prerequisites

For more information, see Customizing for Condition Generation in SAP Solution Manager.

Constraints
  • After the conditions are generated, you can manually change the condition records in the Discounts assignment block.

  • These changes do not influence the key figure planning data for the Planning assignment block.

  • If you regenerate conditions after making changes manually, your changes are lost.

Features

When generating conditions, the system automatically creates condition records using data from the trade spends and the corresponding planning, as well as data from the basic data for the trade promotion. The following data is included in the condition records:

  • Application, usage, condition type, and condition table, according to the trade spends settings made in Customizing for Condition Generation

  • Validity periods of the trade spends for the trade promotion

  • Products of the trade promotion, product categories or product groups

  • Sales area of the trade promotion

  • Data from the planning customer of the trade promotion

  • Data from the planning grid in Volumes and Trade Spends, if in Customizing you have set the condition rate origin to (SAP NetWeaver Business Intelligence (SAP NetWeaver BI)

When generating conditions, the system enters values in the fields for the condition records. You can enhance the system logic by modifying the field catalog for the condition technique with the addition of user-specific fields. You do this by implementing the BAdI: Condition Generation in Customizing for Customer Relationship Management under   Trade Promotion Management   Trade Promotions   Condition Maintenance   Business Add-Ins (BAdIs)   BAdI: Condition Generation  . This BAdI allows you to define the logic of how values are entered into user-specific conditions fields during condition generation. For more information, see the BAdI documentation.

Activities

In the CRM WebClient UI, do the following:

  1. Assign a planning account 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.

  3. Determine a planning profile group.

    The planning profile group and the corresponding planning profiles define the key figure planning in the Planning assignment block.

  4. Include the participating products, product categories, product groups, or product segments for the trade promotion in the corresponding assignment blocks.

    The product dimension of the trade promotion is determined by the selected Product Planning Basis. If you choose Products, only the Products assignment block is available. If you choose Product Group and Product, for example, both the Products assignment block and the Product Groups assignment block are available.

  5. Assign trade spends to the trade promotion in the Planning assignment block.

    Your entries determine the key figure planning and control the condition types and condition tables, which the system uses when generating conditions.

Price-Determination-Relevant Conditions
  1. In Planning, enter trade spends that lead to the desired condition types and condition tables. Depending on the settings in Customizing, enter spend value either in SAP CRM or in SAP NetWeaver Business Intelligence (SAP NetWeaver BI).

  2. Choose Transfer Key Figures to add the required columns for your trade spends in the planning grid.

  3. Start the condition generation by choosing Generate Conditions.

    The system creates condition records relevant for price determination. For each trade spend line, an indicator shows that condition records were created.

  4. You can change the trade spends in the Planning assignment block, if in Customizing you have set the condition rate origin to BI.

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

  5. In the Discounts assignment block, you can view the condition records created by the system and if necessary, change or enhance them, for example in scales.

  6. When you save your trade promotion, the condition records are saved in the database and potentially transferred to SAP ERP, depending on the Customizing on which they are based.

Conditions for Campaign Determination
  • Change the status of the trade promotion to Released.

    The system creates condition records for the campaign determination. In the Discounts assignment block, 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 ERP.

  • If you block, cancel, or complete the trade promotion, the system physically deletes the condition records for the campaign determination from SAP CRM. If the records had been transferred to SAP ERP, the system would also delete them from there.

  • 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.