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Process documentationUsing Deals to Create Trade Promotions Locate this document in the navigation structure

 

You can use deals as a basis for creating trade promotions. You can use the outline planning data defined in the deal and adapt this to fit the trade promotion's requirements.

Prerequisites

To copy the key figure planning data from the deal, you need to define a planning profile group for the trade promotions and enter a source profile field for the deal in Customizing for Customer Relationship Management under   Trade Promotion Management   Key Figure Planning   Define Planning Profile Groups  .

Process

The following example shows how a consumer goods company may use deals as the starting point for trade promotions to promote new products.

Company A regularly uses trade promotions to introduce new products or promote existing ones. For the coming year, the company plans to promote their new packaged milk drinks.

  1. At headquarter level, the marketing manager creates a deal for the product and assigns an account hierarchy node that has three account levels.

  2. The marketing manager generates a deal hierarchy, and then chooses to generate a hierarchy of two levels.

  3. The marketing manager decides that from February 1 to March 14, the products are to be sold to the level one accounts with a special discount of 10% and the level two accounts at a discount of 3%. He enters these discounts in the Planning assignment block for the appropriate deals.

  4. If the marketing manager changes a higher-level deal, he can cascade the changes to lower-level deals when he saves the deal, or preview the changes before saving by using the Cascade Change button.

  5. The marketing manager releases the top-level deal and then notifies the key account managers (KAMs).

  6. The KAMs review the deals and negotiate trade promotions with the accounts. They generate trade promotions from the deal, using deal planning data as a guideline. The account managers must enter a planning profile group for the trade promotion, and can enter planning data at the product level.

    Note Note

    If the marketing manager changes the deal hierarchy after the KAM has generated trade promotions, the changes are not cascaded to the trade promotions.

    End of the note.
  7. After the account accepts a trade promotion, the key account manager sets the status to Released. This triggers the generation of conditions and the data is sent to SAP ERP.

  8. During the course of the trade promotion, the KAM can monitor its status using predefined monitoring alerts.

  9. After the trade promotion has ended, the marketing manager can use various reports to determine whether or not the promotion was successful.

Result