Settings for Key Figure Planning (SAP BI-BPS) 

Integration between SAP BI-BPS and SAP CRM

Key figure planning in SAP CRM Marketing is closely integrated with SAP BI-BPS. Under Planning  you can plan deals and trade promotions in detail using enhanced SAP BI-BPS planning layouts.

For more information about key figure planning, see Key Figure Planning in Marketing.

Planning Objects for Deals

To plan deals in SAP CRM Marketing, you can use the SAP BI-BPS planning profile CP: Deal Master for Trade Promotions (4TPM0010). This planning profile includes the Deal Master – Promotions (4TPM9540) planning level, as well as the Deal Master – Promotions (4TPM9541) planning layout.

For more information about deals, see Deal Master.

Planning Objects for Trade Promotions

In the SAP BI-BPS standard, the following planning objects are available for planning trade promotions:

●      Planning Profile CP: Promotion Planning on a Weekly Basis (4TPM0002)

○       Planning Levels Account Manager – Promotions (4TPM9550) and Acc. Mgr. – Promotions (Simulation) (4TPM9500)

○       Planning Layout Promotion Planning on a Weekly Basis (4TPM9551)

○       Planning Sequences Calculate Uplift Volume (4TPM1561) and Copy Uplift Volume (4TPM9571)

●      Planning Profile CP: Promotion Planning (Print Preview) (4TPM0004)

○       Planning Level Acc. Mgr. – Promotions (Print Preview) (4TPM2550)

○       Planning Layout Promotion Planning (Print Preview) (4TPM2552)

●      Planning Profile CP: Promotion Planning Hierarchy (4TPM0008)

○       Planning Level Account Manager – Promotions (4TPM9560)

○       Planning Layout Acc. Mgr. – Promotions (Simulation) (4TPM9500)

○       Planning Layout Promotion Planning on a Weekly Basis (4TPM9561)

○       Planning Sequences Calculate Uplift Volume (4TPM9561) and Copy Uplift Volume (4TPM9571)

●      Planning Profile CP: Promotion Free Goods Hierarchy (4TPM0009)

○       Planning Level Acc. Mgr. – Free Goods (Hierarchy) (4TPM9860)

○       Planning Level Account Manager – Free Goods (Simulation) (4TPM9800)

○       Planning Layout Promotion Planning on a Weekly Basis (4TPM9861)

○       Planning Sequences Calculate Uplift Volume (4TPM1861) and Copy Uplift Volume (4TPM9871)

●      Planning Profile CP: Promotion Planning Free Goods (4TPM0003)

○       Planning Levels Account Manager – Free Goods (4TPM9850) and Account Manager – Free Goods (Simulation) (4TPM9800)

○       Planning Layout Promotion Planning on a Weekly Basis (4TPM9851)

○       Planning Sequences Calculate Uplift Volume (4TPM9861) and Copy Uplift Volume (4TPM9871)

●      Planning Profile CP: Promotion Free Goods (Print Preview) (4TPM0005)

○       Planning Level Acc. Mgr. – Free Goods (Print Preview) (4TPM2850)

○       Planning Layout Promotion Planning Free Goods (Print Preview) (4TPM2852)

For more information about the structure of enhanced planning layouts for key figure planning, see Example: Enhanced Planning Layout.

For more information about enhanced planning layouts and the integration with SAP CRM, see the SAP library under Strategic Enterprise Management ® Business Planning and Simulation ® Planning Applications ® Customer Relationship Analytics ® Planning Services.

Planning Trade Promotions with Free Goods

The planning profiles CP: Promotion Planning Free Goods (4TPM0003) and CP: Promotion Free Goods (Print Preview) (4TPM0005) are specifically defined for planning trade promotions with free goods.

Using the enhanced planning layouts 4TPM9851, 4TPM9861, and 4TPM2852, you can plan trade promotions with and without free goods. However you cannot plan a trade promotion with free goods if you use the enhanced planning layouts 4TPM9551, 4TPM9861, and 4TPM2552.

Planning Trade Promotions using Product Hierarchies

The planning profiles CP: Promotion Planning Hierarchy (4TPM0008) and CP: Promotion Free Goods Hierarchy (4TPM0009) are specifically defined for planning trade promotions using product hierarchies. You can plan trade promotions for product groups using all the other standard planning profiles.

Baseline Sales Quantity

The standard planning layouts read the baseline sales quantity data from the InfoCube Baseline Sales Quantity (0CP_SLSC9) using function module UPX_KPI_KF_PLEVEL_READ. The InfoCube can be supplied with data from SAP SCM.

For more information, see Baseline Sales Quantity.

If you do not use SAP SCM to calculate the baseline sales quantity and do not fill the InfoCube with data from SAP SCM, you must either use a different method to fill the InfoCube Baseline Sales Quantity (0CP_SLSC9) with data, or modify the planning layouts accordingly.

Business Add-In for Adjusting the Enhanced Planning Layout

The Business Add-In (BAdI) UPX_LAYOUT_RENDER lets you access the settings for generating the DHTML planning screen so that you can modify the display of the enhanced layout.

The following methods are defined for this BAdI:

●      INITIALIZE

●      ADOPT_KF_SCHEME

●      ADOPT_LEAD_COLS

●      ADOPT_PLAN_DATA

●      ADOPT_CELL_UPDATES

●      ADOPT_XML_DOCUMENT

●      ADOPT_HTML_DOCUMENT

●      FINALIZE

For more information on definitions and methods for this BAdI, see the BAdI documentation for SAP BI-BPS.

You can also use the following implementations of the BAdI, which are suitable for the plan type Trade Spends/Volumes:

●      UPX_MKT_PATTERNS

●      UPX_MKT_PRODUCTS

●      UPX_MKT_TRADE_SPEND2

UPX_MKT_PATTERNS

Using this implementation, the enhanced planning layouts also display which percentages of the purchasing period are distributed across the periods contained in the purchasing period.

You are planning a trade promotion for calendar weeks 10-15. You have defined the purchasing period as calendar weeks 11-14 and specified that the purchases are to be equally distributed across the four weeks of the purchasing period. When you plan the trade promotion, the planning layout displays the value 25% in parenthesis for each of the four weeks in the purchasing period.

In the standard delivery of this implementation, the technical name of the InfoObject 0PERIOD_TYP is defined in the source code.  If you use other InfoObjects, you must change the code accordingly.

You can only use the implementation if the time characteristics are in the enhanced planning layouts and the Promotion Phase (0PERIOD_TYP) characteristic is in the lead columns. Furthermore, periods should only have one time characteristic.

UPX_MKT_PRODUCTS

This implementation enables the following functions in the enhanced planning layout:

●      Display of the product ID as a quick info text

●      Display of pushbuttons with which you can delete individual products or product groups

●      Display of the totals for free products only as a total amount

In the standard delivery of this implementation, the technical name of the InfoObject 0PROD_ID is defined in the source code.  If you use a characteristic with another technical name for the product ID, you must change the code accordingly.

The implementation only comes into effect in enhanced planning layouts for lead columns that fulfill the following prerequisites:

●      The product ID is generated for InfoObjects that have the attribute 0PROD_ID, and that are either displayed or collapsed in lines.

●      The pushbutton for deleting products is generated for lines that are arranged in a tree structure

●      Adding intermediate totals for free products is only possible if the characteristics are in lead columns, if no units of measure or currencies are displayed, and the characteristics are not displayed in a hierarchy.

UPX_MKT_TRADE_SPEND2

This implementation determines how the trade spends are displayed.

●      The enhanced planning layout only displays the key figures that correspond to the definition of the trade spends in Planning. Key figures that were not selected are not displayed in the planning layout.

●      Key figures are only displayed for the purchasing period.

●      With certain types of trade spends, you can maintain the single values for the purchasing period.

●      The description of the discount method is provided as a quick info text.

In the standard delivery of this implementation, the technical name of the promotion phase 0PERIOD_TYP is defined in the source code. The value ‘50’ is defined for the purchasing period. If you use a characteristic with another technical name for the promotion phase, you must change the code accordingly.

The implementation only comes into effect in enhanced planning layouts for lead columns that fulfill the following prerequisites:

●      Key figures only appear once and are not calculated key figures.

●      The Promotion Phase characteristic is in a lead column.

●      The individual time characteristics are collapsed in columns.

See also:

Settings for Key Figure Planning (SAP CRM)