Rebate 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.
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
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.
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 .
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