Product Assignments

You can assign a product or range of products that you want to promote to a campaign, deal, or trade promotion. You can assign the following:

Single product
Product category
Product group
Product segment (to trade promotions and campaigns)

Integration

In an SAP Enterprise Resource Planning (SAP ERP) integration scenario, only the sales-dependent product hierarchy R3PRODHIER is supported. This is due to consistency and reporting reasons.

Prerequisites

You have:

Created the product for assignment by choosing Master Data Product
Defined the possible product planning basis in Customizing for Customer Relationship Management (CRM) by choosing Trade Promotion Management Basic Data Products Define Product Planning Basis
Defined a marketing project type that allows you to assign products in Customizing for Marketing by choosing Marketing Planning and Campaign Management Basic Data Define Types/Objectives/Tactics
Ensured that all the products that belong to a product category or group have the same base and sales unit and the same list price or price list
Defined product hierarchies and product groups in Customizing for CRM by choosing Trade Promotion Management Basic Data Products Assign Product Hierarchies or Assign Product Group
Optionally defined the minimum level of the product hierarchy to explode to when you create a short or long term trade promotion in Customizing for CRM by choosing Trade Promotion Management Basic Data Products Assign Product Hierarchies.

Note
Deals inherit the short term trade promotion setting.

End of the note.

Features

Product Planning Basis

Under General Data you can assign the following combinations as your product planning basis:

Product
Generally, you plan consumer campaigns, such as media campaigns, for one product at a time or for a short list of distinct products.
Product category
This enables you to enter a collection of related products. For trade promotions, however, account managers plan their promotions with retailers for a whole line of products, for all products within a brand, or possibly for a combination of the two.
Product group
The product group is an attribute in the sales set of the product. When you assign a product group, you also assign all the products for the sales area of the marketing project that belong to that product group.
Product category and product
Product group and product
Undefined

Note Note

You cannot assign both product categories and product groups.
If the product is a structured product, you cannot explode to the product items. If you want to explode a structured product, you can either implement a Business Add-In (BAdI) or assign the structured product's items individually.
You can add a display pallet structured product to your trade promotion and it's product categories are automatically included in the promotion.
You can assign a product category or group without exploding to the individual products.

End of the note.

Product Hierarchy Minimum Level

You can specify a minimum level of the product hierarchy for trade promotions and deals to enforce the optimum level in the product hierarchy. By default, the value defined for short term trade promotions is used. If a value is also entered for long term trade promotions, then the value used is determined by the length of the trade promotion.

Note Note

The condition generation type defined for a trade promotion type determines whether or not the promotion is long or short term. If Long Term Planning is selected in the IMG activity Define Condition Generation, then this indicates that it is a long term trade promotion, otherwise, it is a short term trade promotion.

End of the note.

The minimum level indicates the level of the product hierarchy, relative to the root level, that the hierarchy will be exploded to if you choose a product category that is higher in the hierarchy than this minimum level.

Example Example

You have a product hierarchy with five levels. Level zero is the root level. In Customizing, you define the minimum level for long term trade promotions as three. If you add a product category to a trade promotion that is at level one, then the product categories at level three are included in trade promotion planning.

End of the example.

Checks

Territory
After you assign a product, product category or a product group, the system checks it against the territory.
Partner/Product Range (PPR)
After you assign a product or product category, the system checks it against the PPR.

There is no PPR check for product groups.

PPR checks are not performed if the assigned planning account is a target group. This is due to the dynamic nature of target groups.
Listing
After you assign a product or product category, the system checks it against the listing for the SAP CRM product hierarchy. There is no listing check for each product in a product category.

In SAP ERP, listings are maintained at product level only.

There is no listing check for product groups.
Double Entries
After you assign a product category, the system checks it for any overlaps between individual products and product categories. If there are any overlaps, the system produces an error message and you cannot complete the assignment. Finally, the system checks for any overlapping product category assignments, which would also produce an error message.

Note Note

The same applies to product groups.
You can specify products that are assigned already to a specific distribution channel, territory, and sales organization.
You can maintain data such as the unit of measure and information on free goods in products. This information is then used in volumes and trade spends planning to calculate uplift, total cost, and so on.
You can activate the partner/product range (PPR) check to filter the list of products that you have assigned for that customer or sales area.

End of the note.

Activities

You assign a product, product category or product group in Products.
Products that you assign to a specific campaign can also be used as product proposals in the Interaction Center (IC).
In the field Product ID, you can enter the product you wish to assign.
To assign a product category, enter the product category in the Category ID field.
This assigns all products in this product category automatically to your marketing project.
To delete specific products from this product category, select the products and delete them individually. Similarly, there are fields for entering an additional product hierarchy or product group.
In the field Exclude, you can remove products from planning without having to delete them physically. In this way, the products remain assigned to the marketing project but are inactive.

More Information

Products

Product Group Assignment

Partner/Product Range Checks in Marketing

Specifics of Mobile Sales (laptop): Marketing