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Function documentationDirect Payments in Trade Promotion Management

 

You can use this function to pay third-party dealers for trade promotion activities with whom you do not have a direct business relationship. These third-party dealers procure their products from related wholesalers and are typically smaller shops such as kiosks.

Integration

As well as being able to use SAP CRM Billing, you can choose to integrate with SAP ERP Billing.

Prerequisites

To use taxation in claims, you must activate the business function Claims and Funds Management (CRM_CF_1).

Features

When making direct payments you can do the following:

  • Assign to a specific fund

    When you initiate a direct payment, you assign the payment to a fund and not to a specific trade promotional event or account plan activity.

  • Make payments to multiple payees

    Direct payments are targeted for multiple payees where no detailed and system-documented planning has been considered or documented in the system. The validated and therefore payable amount, based on the assigned funds, is distributed and settled to the payees assigned.

  • Select a tax direction

    You can select the tax direction No Tax or Output Tax for the direct payment amounts. When settling the direct payment, the system uses the tax direction to determine the tax code.

    Note Note

    You can use the billing engine navigator to influence the following tax determination parameters:

    • Tax group

    • Tax country

    • Region

    • Tax type

    For more information about the billing engine navigator, see Customizing for Customer Relationship Management under Start of the navigation path Billing Next navigation step System Enhancements Next navigation step Access Billing Engine Navigator End of the navigation path. You can use Event_UOOUPL0 and Subscription CRMCRT_UPL to influence the tax parameters for direct payments.

    For more information about CRM Billing Enhancement, see SAP Note 1120049Information published on SAP site.

    End of the note.

  • Settle the direct payment

    Before a claim can be settled, you must approve and save the related direct payment.

Activities

For direct payment to multiple payees, you select the payees, the funds to be paid from, and one of the following distribution methods:

  • Manual Distribution

    You select the Payee ID of the people or organizations that you want to pay directly.

  • Equal Distribution

    After you select Equal Distribution in the dropdown list, choose Update to set equal distribution of the available amount to each payee.

  • Percentage Distribution

    You specify the percentage of the available amount from the selected funds for payment to be paid to each payee.