Free Products in Trade Promotions
You use this function to offer rebates in the form of free products within a trade promotion. If a customer reaches a certain amount of revenue or sells a certain quantity of products within a predefined period of time, the customer receives an agreed amount of free products. The corresponding billing documents form the basis for cumulating the quantities or amounts.
A free sales order containing the free products as order items is generated by the system for the delivery of the free products. Unlike free goods, the free products are not delivered or invoiced together with the products ordered.
By assigning an individual account, account hierarchy, or target group, you can control which customers receive these special conditions.
You can define free products as being either valid for individual products or valid for all products in a trade promotion.
Integration
This function is integrated with SAP Customer Relationship Management (SAP CRM) rebate processing.
Prerequisites
You have performed the following tasks in Customizing for Customer Relationship Management
:
Defined a planning profile group that allows the creation of free products (plan type
Free Goods
andProduct-Independent Free Goods
) under
Trade Promotion Management
Key Figure Planning
Define Planning Profile Groups
.Make sure that the planning profile of the planning profile group is suitable for the planning of free goods across multiple sales orders.
Maintained the settings for condition generation under
Trade Promotion Management
Trade Promotions
Condition Maintenance
.Activated the
Free-Goods Rebates
function under Rebate Processing
Configure Application
.Defined a condition type for which the checkbox
Cond. Type FrGds
has been selected under Rebate Processing
Set Up Rebate Determination
Create Condition Types
.Defined a rebate profile and assigned it to the object type
Marketing Project: Trade Promotion Management (TPM)
under Rebate Processing
Rebate Profiles
Assign Rebate Profile
.
Activities
Plan your trade promotion. To do this, enter the general data (type, planning profile group, planning account, and dates) and assign the required products, free products, accounts, or target groups.
Under
Planning
, you define the volumes and amounts that need to be reached as well as the quantity of free products. You also trigger the condition generation.You release the trade promotion, thus generating campaign determination records.
If a sales order containing one of the trade promotion products is generated by one of the accounts participating in the trade promotion within the promotion time period, the system assigns the trade promotion automatically.
After the billing document has been generated for the sales order, the billing request amounts are cumulated in the rebate due list.
You trigger the rebate settlement from the rebate due list.
The system generates a settlement document and forwards it to accounting. Once the document has been confirmed by accounting, the system automatically creates a free sales order containing the free products as items.