Trade Promotion Guidelines 
You can use this function to provide guidance to key account managers (KAM) for trade promotion programming. The guidance is based on rules and thresholds that are determined at a sales organization level within the manufacturer.
Prerequisites
Depending on your scenario, you have made the settings in Customizing for Customer Relationship Management (CRM), by choosing:
Trade Promotion Management
Basic Data Rules Setup
Define Rule Contexts 
- Trade Promotion Management
Basic Data Rules Setup
Define Rule Events
- Trade Promotion Management
Trade Promotions Promotion Guidelines
Define Parameters
- Trade Promotion Management
Trade Promotions Promotion Guidelines
Define Pricing Levels
- Trade Promotion Management
Trade Promotions Promotion Guidelines
Define Rules Sets
Features
There are two rule sets in the business rules framework (BRF) that are linked to rule scenarios in Customizing:
BRF Rule Sets |
Rule Scenarios |
Description |
|---|---|---|
1PPG_PRICING |
CHECK_PPG |
This rule scenario triggers rule processing when a trade promotion is saved. |
CHECK_PPGR |
This rule scenario triggers rule processing on request from within the trade promotion. |
|
CHECK_PPGS |
This rule scenario triggers rule processing when a trade promotion changes status. |
|
1PPG_PROMOTION |
CHECK_PPGB |
This rule scenario triggers rule processing for batch jobs. |
The BRF rule sets contain rules that assess if there are trade promotion guideline violations. If any of the attributes violate a guideline, the trade promotion can be subject to events. These events include:
Change Promotion Guideline Status from OK to Violation.
Issue non compliance alert messages if a promotion guideline is violated during the trade promotion creation process.
Trigger a status based approval workflow. For example, change the trade promotion status to Awaiting Approval.
Prevent further changes that could impact the status of the trade promotion.
Activities
You can run a trade promotion guideline check from:
The batch processing framework by scheduling a job using the Promotions Guideline Check component type
The Trade Promotions screen, by choosing
More Guideline
Check A trade promotion mass approval. During the mass approval process, the system runs a promotion guideline check to ensure that trade promotions stay within established guidelines.