Planning for Target Groups
If you select a target group as a planning account, you need to make specific changes to be able to use this information for planning purposes. This is because the system plans at account hierarchy level. The target group information is, therefore, converted to the account hierarchy level format with the additional fields in segmentation.
Note
The level of aggregation is specified by the leading column field
for the account hierarchy node in the planning layout (for example, the field 0BP_GRP_A02
is
for level 2).
For more information, see Specifying Hierarchies.
If the planning account is a target group, there are no partner/product range checks or listing checks.
When you assign the target group to a trade promotion, its associated account hierarchy node is also assigned and this account hierarchy node is used in fund determination, for example.
Prerequisites
The target group must have the status Modeling Completed
to
be assigned to a trade promotion.
Process
The target group is converted into a list of accounts in SAP CRM and derived to a list of account hierarchy nodes from the required level of the account hierarchy. If an account in the target group is at a higher level in the hierarchy than the required level, this higher level node would be derived.
Note
Depending on the planning layout in Customizing, the system can plan for a target group using the account hierarchy node, the account, or no account dimension. If no account hierarchy node or account is defined in Customizing, the system uses an arbitrary account (that is the first one in the hierarchy) by default.
For more information on planning, see Key Figure Planning in Marketing.
Note
In indirect relationships, planning uses the wholesaler.