Live Rates
You use live rates to plan, calculate, and post budget amounts in funds management for trade promotion activities. Companies use this method to accurately plan their budgets for trade promotion spending.
Integration
Live rates is integrated with the following areas:
Funds Management
The system posts budget updates calculated from live rates planning to funds management in SAP Customer Relationship Management (SAP CRM). These updates are reflected in the funds checkbook. For more information, see Funds Management.
Territory Management
You use territory management to define employee responsibilities for combinations of account hierarchy node and product category in the live rates planning process. You use rules in territory management to assign the required rule attributes to the live rates territory. You assign positions to the territory to identify the responsible employees. For more information, see Territory Management.
Business Planning and Simulation (BW-BPS)
You define your planning layouts for key figure planning for live rates in BW-BPS. For more information on
Planning Functions
, see
SAP Help Portal
SAP NetWeaver
Information Integration
SAP Business Information Warehouse
BI Platform
Business Planning and Simulation (BW-BPS)
.For more information on
Live Rates Planning for Trade Promotion Management
, see SAP Help Portal
SAP NetWeaver
Information Integration
BI Content
Planning Content
CRM Analytics
.
Prerequisites
You have activated the business function Claims and Funds Management (CRM_CF_1
).
You have completed the activities in Customizing under Customer Relationship Management
Trade Promotion Management
Live Rates
.
You have activated the business intelligence content (BI content) for live rates. For more information, see SAP Help Portal
SAP Net Weaver
BI Content
.
Features
You use the following features with live rates:
Live rates plans
Create live rates plans to group live rates planning elements by sales area and planning period. For more information, see Live Rates Plan.
Live rates planning elements
Perform high-level planning and detailed planning for live rates. For more information, see Live Rates Planning Element.
Responsibility assignment
Associate the employee responsible with account hierarchy nodes, products categories, or sales categories using territory management. For more information, see Responsibility Assignment Using Live Rates Territories.
Fund determination
Identify the funds to post calculated budget amounts to and create the combinations of account hierarchy node and product category or product used for detailed planning selection. For more information, see Live Rates Fund Determination.
Key figure planning
Plan live rates for combinations of account hierarchy node and product category or product in live rates planning elements for a fiscal period.
You can perform high-level planning and distribute the values to the detailed planning combinations. You can then refine the values if necessary. For more information, see Key Figure Planning for Live Rates.
Posting to funds management
Post budget amounts calculated from live rates planning to funds management. For more information, see Live Rates Posting to Funds Management.
Pertinent Master Data Changes
Identify and update the planning combinations of account hierarchy node and product category or product for all live rates planning elements of a live rates plan if you make changes to the product hierarchy after you have created the live rates planning elements. For more information, see Live Rates Pertinent Master Data Changes.