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Process documentationTrade Promotion Execution Locate this document in the navigation structure

 

You can use this process to execute trade promotions. After you have planned a trade promotion (see Trade Promotion Planning), you negotiate the actual execution with your customers and the trade spends related to it. The system creates conditions and rebates. When sales orders are created in the system, rebates and conditions are applied to the sales orders and are reflected in the invoices. You schedule an accrual posting to the FI system.

Prerequisites

  • You have created a trade promotion in SAP CRM.

  • To exchange information with SAP ECC for the purpose of order management, you must activate the business function SD CRM Condition Integration (LOG_SD_CRMTGPSINTEGR).

Process

This graphic is explained in the accompanying text.

  1. Release trade promotion (SAP CRM)

    You change the trade promotion status to Released.

  2. The system generates and transfers condition records (SAP CRM)

  3. The system applies conditions and rebates to sales order (SAP CRM or SAP ECC)

  4. The system creates an invoice and updates costing (SAP ECC)

  5. The system transfers invoice data (SAP NetWeaver BI)

  6. Schedule an accrual calculation run (SAP CRM)

    Schedule a job to perform at regular intervals, near the end of a financial period.

  7. Transfer volume in rebate agreement (SAP ECC)

  8. System uses transferred volume in accrual calculation (SAP CRM)

  9. Schedule an accrual posting run (SAP CRM)

  10. Post accrual calculations to FI to update or relieve accruals and to update expenses (SAP ECC)