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Function documentationTrade Promotion Approval and Re-Approval

 

You can use the following functions to manage trade promotion approvals and re-approvals:

  • Mass approval

    This function allows you to approve multiple trade promotions simultaneously.

  • Versions

    This function tracks all changes made to a trade promotion over its life cycle. You can use versions to view the changes made to a trade promotion, and the system can check for critical changes that would force a trade promotion to be re-approved.

  • System checks for critical changes

    This function allows you to establish the types of changes that would force a previously approved trade promotion to be submitted for re-approval. If you do not configure any checks, trade promotions are not subject to re-approval following changes.

Prerequisites

Mass Approval

You have configured the following settings in Customizing for Customer Relationship Management:

  • You have configured the following settings for key figures:

    • Start of the navigation path Trade Promotion Management Next navigation step Key Figure Planning Next navigation step Settings for Display of BI Key Figures Next navigation step Define Key Figure Queries End of the navigation path

    • Start of the navigation path Trade Promotion Management Next navigation step Key Figure Planning Next navigation step Settings for Display of BI Key Figures Next navigation step Map BI Key Figures to List Fields End of the navigation path

    • Start of the navigation path Trade Promotion Management Next navigation step Trade Promotions Next navigation step Mass Approvals Next navigation step Define BW Key Figures for Mass Approval End of the navigation path

  • You have determined the status to set during mass approval of trade promotions under Start of the navigation path Trade Promotion Management Next navigation step Trade Promotions Next navigation step Mass Approvals Next navigation step Define Mass Approval Status End of the navigation path.

  • Optionally, you have configured the settings for parallel processing under Start of the navigation path Trade Promotion Management Next navigation step Trade Promotions Next navigation step Parallel Processing Next navigation step Define Settings for Parallel Processing End of the navigation path.

To use the following Customizing activities, you must activate the business function Trade Promotion Management (CRM_TPM_1):

  • Define BW Key Figures for Mass Approval

  • Define Mass Approval Status

  • Define Settings for Parallel Processing

Versions

You have configured the following settings in Customizing for Customer Relationship Management under Start of the navigation path Trade Promotion Management Next navigation step Basic Data Next navigation step Versions End of the navigation path:

  • Define Versions Based on Status

  • Define Versions User Interface

System Checks for Critical Changes

You have configured the following settings in Customizing for Customer Relationship Management under Start of the navigation path Trade Promotion Management Next navigation step Basic Data Next navigation step Rules Setup End of the navigation path:

  • Define Rule Context

  • Define Rule Events

Features

Mass Approval

  • You search for trade promotions using the trade promotions mass approval search function

    This facilitates the approval decision-making process by allowing you to do the following:

    • View trade promotion details directly in the results list. This can include key figures, and values defined in Customizing.

    • Navigate to the editable list in order to quickly modify trade promotions prior to mass approval.

  • Depending on Customizing settings, the system may prompt a promotion guideline check to ensure that trade promotions stay within established guidelines

  • You can view total key figures to be mass approved

    This allows you to check the total currency amount for each key figure value for trade promotions selected for mass approval. You can customize which columns are to be summed up, and can toggle the display of key figure totals on or off.

  • You can mass approve trade promotions in the background

    This allows you to continue working while the system performs mass approvals. Afterwards you can view a summary of changes in the job log overview.

  • You can mass approve trade promotions using parallel processing

    This allows you to mass approve trade promotions simultaneously, rather than the system approving each trade promotion sequentially. You can specify your settings for parallel processing in Customizing as mentioned above. If you need to define additional settings for parallel processing, you can use the Business Add-In (BAdI) available in Customizing for Customer Relationship Management under Start of the navigation path Trade Promotion Management Next navigation step Trade Promotions Next navigation step Parallel Processing Next navigation step Business Add-Ins (BAdIs) Next navigation step BAdI: Job Processing Enhancements End of the navigation path.

  • You can customize the status to set for trade promotions during mass approval

    This can be a user status or a system status.

  • You can define additional checks or change the status for trade promotions undergoing mass approval

    This is useful if you require multiple approval levels. You define this in Customizing for Customer Relationship Management under Start of the navigation path Trade Promotion Management Next navigation step Trade Promotions Next navigation step Mass Approvals Next navigation step Business Add-Ins (BAdIs) Next navigation step BAdI: Additional Status Settings for Mass Approval End of the navigation path.

  • You can download the mass approval results list to a spreadsheet application

To use the following items, you must activate the business function Trade Promotion Management (CRM_TPM_1):

  • Totals for key figures for trade promotions to be mass approved

  • Ability to mass approve in the background

  • Ability to mass approve using parallel processing

  • Customized status for mass approval

  • BAdI to define additional checks or change the status for trade promotions undergoing mass approval

  • Ability to download mass approval results to a spreadsheet application

Versions

The system creates a trade promotion version in response to a status change. You can display the version history for a trade promotion and export it as a .csv file.

System Checks for Critical Changes

When a trade promotion is checked for critical changes, it is compared against the last approved version of the trade promotion.

The sample logical rule event CC_CHECK_TPM assesses critical changes. The rule event acts as a container for business rules framework (BRF) events. The BRF events evaluate whether changes made to a trade promotion since the last time it was approved are critical or not. The new trade promotion attribute values are compared to the those in the last approved version of the trade promotion. If a value has changed and is deemed critical according to the business rules, the trade promotion can be subject to re-approval.

For example, an approved trade promotion with a $2 rebate per unit is increased to $5. The significance of the increase makes it a critical change, and the status is updated to Revised. In this case, the trade promotion must be re-approved.

CC_CHECK_TPM currently evaluates if you make changes to any of the following trade promotion attributes:

  • Spend Value

  • Buy Period Duration

  • Plan Period Duration

  • Product

  • Account

  • Causal Factor

More Information

Trade Promotions

Status Management

Trade Promotion Guidelines