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Function documentationValue Distribution

 

In Marketing, you use value distribution when you plan the costs of a campaign. In SAP Customer Relationship Management (SAP CRM), planning is typically performed at a higher aggregation level than the one used in key figure planning in Business Planning and Simulation (BPS) by the corresponding SAP NetWeaver Business Intelligence (SAP NetWeaver BI) InfoCube. Using value distribution in cost planning allows you to disaggregate your planned costs automatically according to your reporting requirements, for example, to a number of products or to a number of business partners (accounts).

Value distribution is intended for campaigns only. The reason behind this is that trade promotions are typically aimed at specific products anyway; whereas in campaigns, the promotional activity, for example, a TV advertisement, is typically run for a number of products belonging to a single brand.

Example Example

You may have a campaign that is carried out with one particular supermarket and therefore you want to distribute costs to stores only belonging to that supermarket chain.

You may also have a campaign that is carried out with one particular product group and therefore you want to distribute costs to products only belonging to that product group.

End of the example.

Prerequisites

  • You have made the settings in Customizing for Customer Relationship Management under Start of the navigation path Marketing Next navigation step Marketing Planning and Campaign Management Next navigation step Key Figure Planning Next navigation step Maintain Value Distribution End of the navigation path.

  • You have mapped SAP CRM objects and SAP NetWeaver BI objects in Customizing for Integration with Other mySAP.com Components under Start of the navigation path Strategic Enterprise Management Next navigation step Change Mapping Between CRM Fields and InfoObjects End of the navigation path.

Features

  • Selection

    You can use three groups of attributes to define the objects to which you want to distribute your planned costs. These attributes are related to the following objects:

    • Business partners (accounts)

    • Products

    • Sales organizations

  • Evaluation

    If you use products and business partners in distribution, the system also checks partner/product ranges (PPRs) depending on the Customizing settings you have made.

    Note Note

    Using PPRs might affect system performance.

    End of the note.

    Both product and business partner data is checked against the sales organization data entered.

  • Result

    The result table shows the selection lines one by one, each followed by a list of products or a list of business partners that match your selection values. The Comment column on this page indicates whether the product is valid or not. No comment means that the product is valid. Only valid products are considered for planning. The final values (costs per product or per business partner) are only visible in BPS.

    There are also Business Add-Ins (BAdIs) for carrying out customized checks on selections and results before the transfer to BPS. You can find these BAdIs in Customizing for Customer Relationship Management under Start of the navigation path Marketing Next navigation step Marketing Planning and Campaign Management Next navigation step Key Figure Planning Next navigation step Business Add-Ins End of the navigation path.

Example

You are running a TV advertisement that advertises two of your products: coffee and chocolate. The costs of this campaign must be distributed among the two involved brands: coffee and chocolate. All products included in these two brands have to carry part of the costs of the TV advertisement.

  1. In the Customizing activity Maintain Value Distribution, you define a distribution category including sales area attributes and the product hierarchy attribute.

  2. In the campaign, in the Planning assignment block, you select the profile used for cost planning.

  3. In the Distribution table, you enter two lines:

    • Under Sales Org. ID, the sales area: Retail, and under Product ID, the product hierarchy (brand): Coffee

    • Under Sales Org. ID, the sales area: Retail, and under Product ID, the product hierarchy (brand): Chocolate

  4. In the planning layout, you enter the costs per type of spend, for example, advertising costs.

  5. Click Distribute.

    The system retrieves all relevant products and distributes the costs to each individual product.

  6. Click Show Distribution Results to view the cost distribution to each product.

Note Note

To undo the distribution, click Reset Planning Profile Group.

End of the note.