Deal Planning
You can plan for an individual deal or for the whole deal hierarchy.
You start by assigning trade spends to deals. You can then specify a proposed quantity and amount for the assigned trade spends.
Note
Hierarchical planning is not possible in CRM Mobile Client.
Prerequisites
If you want to carry out hierarchical planning for your deals, you have performed the following Customizing activities:
You have defined a planning profile group in Customizing for
Customer Relationship Management
under
Trade Promotion Management
Key Figure Planning
Define Planning Profile Groups
.In this activity, you have set the checkbox
With subordinate projects
when you assign a planning profile to a planning profile group.In SAP Strategic Enterprise Management (SAP SEM) you have made the Customizing settings for hierarchical planning.
You must have a planning layout for deals that contains
0CRM_MKTELM
. NoteHierarchical planning is only possible if you have assigned a marketing project. It does not work if the planning layout contains a marketing element plus another attribute such as a product group or product hierarchy.
End of the note.You have created or downloaded an account hierarchy. It is usually downloaded from SAP ERP. You have assigned an account hierarchy in Customizing for
Customer Relationship Management
under Trade Promotion Management
Basic Data
Assign Planning Account Hierarchies
. NoteTo send conditions to SAP ERP, you must use an account hierarchy from SAP ERP.
End of the note.You have limited the volume of data generated when you generate your deal hierarchy in Customizing for
Customer Relationship Management
under Trade Promotion Management
Check Data Volume for Deal Generation
.You have set up additional checks for deals in Customizing for
Customer Relationship Management
under Marketing
Marketing Planning and Campaign Management
Additional Fields and Business Add-Ins (BAdIs) for Marketing Planning
:BAdI: Additional Marketing Checking and Controlling Options
BAdI: Additional Marketing Assignment Checking and Controlling Options
Features
You can use the following features to plan for deals:
For deals, you maintain planning data at the deal level. For trade promotions, you maintain planning data at the product level.
When you generate a trade promotion, the deal planning data is only copied and distributed to the desired level of detail of the planning profile group assigned to the trade promotion. To copy the deal planning data, the source profile field (in the deal) must be assigned in the planning profile group for the trade promotion in Customizing for
Customer Relationship Management
under Trade Promotion Management
Key Figure Planning
Define Planning Profile Groups
.SAP provides the standard planning profile group
4DLM
(standard/deal on product group) with the planning profile4TPM0010
.You must use this, or your own deal planning profile, as your source profile in your trade promotion planning profile group definition if you are copying the deal planning layout to a trade promotion.
Deals contain less information than trade promotions because no conditions are generated. At deal level, you are concerned with top-down planning so that the changes can be cascaded down to the rest of the deals. Planning data is copied to the trade promotion when you enter a planning profile group for the trade promotion.
Activities
Generating Deals
Once you have created the top-level deal, you can generate the deal hierarchy. You can choose to generate a complete or partial deal hierarchy depending on the number of levels in the assigned account hierarchy, with the newly-created deal becoming the top node of the hierarchy.
Once you have generated a deal hierarchy, you cannot generate another deal hierarchy at the same level. You can generate a deal hierarchy from a subordinate deal if the account hierarchy has additional subnodes.
Note
You cannot modify the Account
and Planning
Profile Group
for the deal hierarchy.