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Function documentationTrade Promotion Overlaps

 

This function checks for trade promotions that overlap with a selected trade promotion. The purpose is to flag potential overlaps early to avoid similar or identical trade promotions being released simultaneously.

Prerequisites

You have defined the following in Customizing for Customer Relationship Management:

  • The event and object status combinations that both trigger an overlap check for the current trade promotion and determine the trade promotions to be considered relevant for checking under Start of the navigation path Trade Promotion Management Next navigation step Basic Data Next navigation step Define Status-Driven Events End of the navigation path

  • Attributes to check for overlaps under Start of the navigation path Trade Promotion Management Next navigation step Trade Promotions Next navigation step Overlap Checks Next navigation step Define Attributes End of the navigation path

  • Additional date ranges to check for overlaps under Start of the navigation path Trade Promotion Management Next navigation step Trade Promotions Next navigation step Overlap Checks Next navigation step Define Additional Date Ranges End of the navigation path

  • Pairs of trade promotion types to be interpreted by the system as overlapping under Start of the navigation path Trade Promotion Management Next navigation step Trade Promotions Next navigation step Overlap Checks Next navigation step Define Overlapping Trade Promotion Types End of the navigation path

  • Additional attributes to check for overlaps by implementing the BAdI under Start of the navigation path Trade Promotion Management Next navigation step Trade Promotions Next navigation step Overlap Checks Next navigation step Business Add-Ins: BAdIs Next navigation step BAdI: Overlap Checks End of the navigation path.

Features

There are two kinds of overlap checks:

  • Direct

    This type of check looks for direct attribute matches, such as identical products. A direct overlap check is triggered when a specific event and status combination occurs. These combinations, which are defined in Customizing, also determine the trade promotions that are checked against the current trade promotion. Results are listed in the trade promotion header.

    Example Example

    An example of a direct overlap is when a user has planned two trade promotions for the same account and product that overlap by at least a day. In many cases, trade promotions have an in-store “special offer” that the retailer offers to the consumer, such as buy two of a certain product for $4.00. Due to the fact that only one price can be shown to the consumer at any one time, if another promotion is planned that offers two for $5.00, the system warns the user of the overlap. The user can click on the ID in the resulting error or warning message to navigate directly to the trade promotion to view details and resolve the overlap.

    End of the example.

  • Hierarchical

    This type of check looks for overlaps with hierarchical dependencies in addition to direct matches. Event and status combinations defined in Customizing are used to determine the trade promotions that are checked against the selected trade promotion. Hierarchical overlap checks are always run as scheduled jobs, and you can only view the results of your most recently executed check. When setting up a scheduled job, the list of trade promotions available for evaluation includes only those with appropriate event and status combinations.

    Example Example

    Promotions can be planned for different levels of the account and product hierarchy. For example, the category “Drinks” can have a sub-category “Sports Drinks”. If a trade promotion is planned for a certain account and date range involving the “Drinks” category, all sub-categories are included. If an additional promotion is then created for “Sports Drinks” during the same date range, the system warns the user that a promotion already exists for the entire category.

    End of the example.

    When performing hierarchical overlap checks, the system considers individual members within target groups and product segments.

Note Note

For either direct or hierarchical overlap checks, only trade promotions with statuses mapped to the BEFORE_SAVE event in Customizing are checked.

End of the note.

Activities

To run a hierarchical overlap check:

  1. Schedule a job by choosing Start of the navigation path Marketing Next navigation step Create Next navigation step Job End of the navigation path on the CRM WebClient UI, and then selecting the Trade Promotion Overlap Check component type.

  2. View the list of returned overlapping trade promotions by choosing Start of the navigation path Marketing Next navigation step Trade Promotion Overlap End of the navigation path.

  3. If you have display access for the trade promotions returned by the overlap check, the ID is displayed as a link you can use to jump directly to the trade promotion and resolve the overlap.

More Information

Scheduling and Monitoring Jobs