Settings for Key Figure Planning (SAP CRM)
If you want to plan trade promotions in detail on the Planning assignment
block, you need to maintain settings in Customizing for Customer Relationship
Management, by choosing 
Trade Promotion Management
Key Figure Planning 
as well
as your settings in Business Planning and Simulation (BI-BPS).
Prerequisites
You have:
Maintained the required settings in BI-BPS.
Assigned traffic lights to the planning profile groups
Additionally, you can assign the traffic lights that you defined in SAP SEM-BPS, to planning profile groups in Customizing in Customer Relationship Management under
Marketing
Marketing Planning and Campaign Management
Key Figure Planning Define Planning
Profile Groups Definition of Planning Profile
Groups Assignment of Traffic Lights
For more information, see Example: Traffic Lights for Trade Promotions.
Defined trade spends for values
You do this In Customizing for CRM, by choosing
Trade Promotion
Management Trade Promotions
Trade Spends Define Trade Spends
for Values .Define the spend category under Trade Spend Category Maintenance. In the standard system, Customizing contains the following settings:
Spend category
Spend category
ALL TIERS-VOLUME
TGR All Tiers
BB%
Bill Back (%)
BB (RATE)
Bill Back (Rate)
CLASSIC-VOLUME
TGR Classic Tiers
EDLP
EDLP
FREE
Free Goods
FREEGOOD_VALUE
Free Goods Based on Value
FREEGOOD_VOLUME
Free Goods Based on Volume
GROWTH-SALES
TGR Growth Sales
GROWTH-TOTAL SALES
TGR Growth Total Sales
GROWTH-VOLUME
TGR Growth Volume
GROWTH PER TIER-VOLUME
TGR Growth per Tier
INC.GROWTH-TOT.SALES
TGR Incremental Growth
LUMP SUMS
Display
OIV
Discount (Rate)
OIV (%)
Discount (%)
OTHERS
Feature
SHELVES
TGR Shelves
SHIPMENT
Shipment Based Rebate
VARIABLE
Scan (Rate)
Define the spend method under Spend Method Maintenance. In the standard system, Customizing contains the following settings:
Spend method
Spend method
DEF
Deferred
DEFF
Deferred (fixed)
DEFP
Deferred (%)
DEFR
Deferred (rate)
OFF
Off Invoice
OFFR
Invoice (rate)
OICAP_CUR
OI Cap (Currency)
OICAP_VOL
OI Cap (Quantity)
Define the discount methods under Discount Method Maintenance. In the standard system, Customizing contains the following settings:
Discount method
Discount method
CENT
Percentage
UNIT
Sales unit
Define the related volumes under Related Volume Maintenance. In the standard system, Customizing contains the following settings:
Related volume
Related volume
MANU
Manual
PURC
Billing quantity
VAL
Billing Value
Choose Trade Spend Type Maintenance. In the standard system, Customizing contains the following settings:
Spend type
Spend type
FIX
Fixed Rebate
REB
Rebates
TGR
Tiered Growth Rebate
VTS
Off Invoice
You can then:
Choose a trade spend type and spend category and define spend methods, take rates and OI Cap key figures.
Define a relationship between the spend type, spend category, and spend method and the related volume and key figures
Relate a date range to trade spend combination that can be used in trade promotion planning.
Create a relationship between a spend type and spend category and a discount method.
Assignment of Planning Profiles to Planning Profile Groups
The standard system contains the planning profile groups 4TG1, 4TG2, 4TP1, 4TP2 , 4TP3, 4TP4, 4TPH, and 4TPM for planning deals and trade promotions.
If you use the planning content from BI-BPS that
is defined especially for trade promotions, ensure that the following assignment
of planning profiles to these planning profile groups has been made. You do
this in Customizing for Customer Relationship Management by
choosing Trade Promotion Management
Key Figure Planning Define Planning
Profile Groups .
Planning profile group |
Planning profile |
Plan type |
Note |
|---|---|---|---|
4TG1 |
4TPM0006 |
APO |
Promotion Planning |
4TPM0011 |
Volumes/Trade Spends |
Promotion Planning Weekly BP |
|
4TG2 |
4TPM0006 |
APO |
Promotion Planning |
4TPM0012 |
Volumes/Trade Spends |
Promotion Planning Weekly BP |
|
4TP1 |
4TPM7700 |
APO Distribution Key |
|
4TPM9701 |
APO |
||
4TPM9710 |
Volumes/Trade Spends |
Planning by Category (Master) |
|
4TPM9711 |
Volumes/Trade Spends |
Standard Planning by Categories |
|
4TPM9712 |
Volumes/Trade Spends |
Planning by Category (Causal Factors) |
|
4TPM9713 |
Volumes/Trade Spends |
Planning by Category (OI Cap) |
|
4TPM9714 |
Volumes/Trade Spends |
Planning by Category (Take Rate) |
|
4TP2 |
4TPM7700 |
APO Distribution Key |
|
4TPM9701 |
APO |
||
4TPM9730 |
Volumes/Trade Spends |
Indirect Planning by PCAT |
|
4TPM9731 |
Volumes/Trade Spends |
Indirect Standard Planning (PCAT) |
|
4TPM9732 |
Volumes/Trade Spends |
Indirect Causals Planning (PCAT) |
|
4TPM9733 |
Volumes/Trade Spends |
Indirect Take Rate Planning (PCAT) |
|
4TP3 |
4TPM008 |
Volumes/Trade Spends |
Promotion Planning Hierarchy |
4TPM9750 |
Volumes/Trade Spends |
TGR- Var. Growth vs LY, Total Sales |
|
4TPM9751 |
Volumes/Trade Spends |
TGR- Var. Growth vs Volume |
|
4TPM9752 |
Volumes/Trade Spends |
TGR- Var. Growth vs Sales |
|
4TPM9753 |
Volumes/Trade Spends |
TGR-Fix. Growth vs LY, Volume |
|
4TPM9754 |
Volumes/Trade Spends |
TGR- Incr. Growth vs LY, Total Sales |
|
4TPM9755 |
Volumes/Trade Spends |
TGR- Off-Invoice |
|
4TPM9756 |
Volumes/Trade Spends |
TGR- Shelves |
|
4TPM9757 |
Volumes/Trade Spends |
TGR- Growth Over Each Tier |
|
4TPM9758 |
Volumes/Trade Spends |
TGR- Classic Tiers |
|
4TPM9759 |
Volumes/Trade Spends |
TGR- All Tiers |
|
4TPM9770 |
Volumes/Trade Spends |
TGR- Master Data Profile |
|
4TP4 |
4TPM7700 |
APO Distribution Key |
Works on cube 0CP_SLSC9 |
4TPM9701 |
APO |
||
4TPM9720 |
Volumes/Trade Spends |
Display Pallet- Master |
|
4TPM9721 |
Volumes/Trade Spends |
Display Pallet- Basic |
|
4TPM9722 |
Volumes/Trade Spends |
Display Pallet- Causal Factors |
|
4TPM9723 |
Volumes/Trade Spends |
Display Pallet- Take Rates |
|
4TPH |
4TPM0006 |
APO |
|
4TPM0008 |
Volumes/Trade Spends |
||
4TPM |
4TPM0002 |
Volumes/Trade Spends |
Promotion Planning on Weekly Basis |
4TPM0006 |
APO |
Promotion Planning (APO Selection) |
For more information on these planning profiles, see Settings for Key Figure Planning (SAP BI-BPS).
For more information on the Customizing required for deals, see Deals.