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Function documentationRebate Generation in Trade Promotions

 

The system generates rebates for a trade promotion to enable your accounts to receive rebate payments in accordance with performance measurements such as correct promotional pricing, displays in the store, or strategic product placements in the store, for example.

Prerequisites

For the system to be able to generate rebates, you have maintained the following fields in the CRM WebClient UI:

  • Account Type/Account

    Planning accounts can be individual accounts, hierarchy nodes, or target groups. For more information, see Rebates in Trade Promotions.

  • Campaign Type

    With this field, the system determines the condition generation type, which influences the automatic determination of condition types and tables.

  • Product Planning Basis

    You define the product dimension that the promotion applies to, for example, product, product category, or product group.

  • Planning Profile Group and the corresponding planning profiles.

  • Planning Period (Buying dates)

  • Sales Area

  • Products, Product Categories, or Product Groups

    You define which products you want to sell in a trade promotion.

  • Volumes and Trade Spends Planning

    You determine the fields in Planning as well as the automatic determination of condition types, condition tables, and the values of the key figure planning.

Note Note

When SAP CRM generates conditions for SAP ERP rebates, it assigns the correct sequential number to the rebate agreement. This ensures that no gaps occur during the number assignment.

End of the note.

Caution Caution

If SAP CRM cannot generate the condition, the rebate is not created either. Ensure you have made the required settings in Customizing for Customer Relationship Management under Start of the navigation path Trade Promotion Management Next navigation step Trade Promotions Next navigation step Condition Maintenance Next navigation step Define Condition Generation End of the navigation path.

End of the caution.

Activities

Generate the Rebates

Conditions and, therefore, rebates are generated when you do one of the following:

  • Save the trade promotion

  • Click Generate Conditions in the trade promotion overview page