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ProcessCustomizing for Condition Generation

 

These Customizing settings determine for which usages, condition types, and condition tables the system creates condition records when generating conditions.

Process

Make the following settings in Customizing for Customer Relationship Management only:

  1. Maintain a condition maintenance group in Customizing for Customer Relationship Management under   Master Data   Conditions and Condition Technique   Condition Technique: Basics   Create Maintenance Group  .

    Include the condition types and condition tables that you use for condition generation in the condition maintenance group.

  2. Assign the condition maintenance group in Customizing for Customer Relationship Management under   Trade Promotion Management   Trade Promotions   Condition Maintenance   Assign Condition Maintenance Groups  .

    Note Note

    If you want to generate rebate conditions, set automatic determination of the rebate type in Customizing for Customer Relationship Management under   Trade Promotion Management   Trade Promotions   Condition Maintenance   CRM Rebate Processing   Determine Rebate Types  .

    The condition types and condition tables for the rebate conditions must be contained in the condition type group that is assigned to the rebate type. Make the Customizing settings for the rebate types and condition type groups for rebate conditions. For more information about generating rebate conditions, see Rebates in a Trade Promotion.

    End of the note.

  3. Define a condition generation type in Customizing for Customer Relationship Management under   Trade Promotion Management   Trade Promotions   Condition Maintenance   Define Condition Generation  .

  4. Assign the condition generation type, campaign types, and sales areas in Customizing for Customer Relationship Management under   Trade Promotion Management   Trade Promotions   Condition Maintenance   Assign Condition Generation Types  .

    When conditions are generated, the system determines the condition generation type for the promotion type and sales area. The system uses this condition generation type to analyze the Customizing for condition generation. Ensure that the required campaign types and sales areas are defined.

  5. Enter the desired combinations of spend type, spend category, spend method, and discount method, and assign a pricing condition type to each combination. You do this in Customizing for Customer Relationship Management under   Trade Promotion Management   Trade Promotions   Condition Maintenance   Define Condition Generation   Pricing Condition Types  .

    Conditions relevant to pricing are conditions with usages price determination (PR), rebate (BO), or free goods (FG).

  6. Maintain the condition type for campaign determination conditions in Customizing for Customer Relationship Management under   Trade Promotion Management   Trade Promotions   Condition Maintenance   Define Condition Generation   Campaign Determination Condition Type  .

    Campaign determination conditions are conditions with usage campaign determination (CD).

  7. Define the condition tables for each condition type (price and campaign determination) that the system uses for generating conditions in Customizing for Customer Relationship Management under   Trade Promotion Management   Trade Promotions   Condition Maintenance   Define Condition Generation   Condition Tables  .

    1. The condition tables must be contained in the access sequence for the condition type.

    2. The condition tables for conditions relevant to price determination must contain the field Campaign.

    3. You can specify different condition tables for different specifications of the planning account and for different product levels. When the planning account is a target group, the data in this Customizing table is accessed in the following way:

      Trade promotions, where the assigned planning profile group specifies planning:

      • At account level, read the table entry where the account type is Account

      • At the account hierarchy node level, read the table entry where the account type is Hierarchy Node

      • Without an account level, read the table entry where the account type is Target Group

      For more information, see Configuration for Condition Generation Optimization and Product Exceptions.

  8. Define condition types and condition tables that the system uses to display values from condition records in key figure planning in the Planning assignment block. You do this in Customizing for Customer Relationship Management under   Trade Promotion Management   Trade Promotions   Condition Maintenance   Define Condition Generation   Pricing  .

    You can assign a condition type and a condition table to a key figure from key figure planning. If you make Customizing settings here, the system determines the condition records and displays the condition amount in the Planning assignment block.

    Example Example

    You want to display the normal price (list price) in key figure planning. In the system, the list price is a condition record for condition type 0PR0 and condition table SAP004. You have defined a key figure 0PRICE_BUOM for the list price in key figure planning.

    End of the example.