Spend Value Overview
You can use the spend value overview assignment block in trade promotion management (TPM) to enter spend values for multiple products and trade spends.
The spend value overview is structured with either trade spends or products as the organizational basis. You determine the organizational basis in Customizing. When trade spends are the basis for the spend value overview, the system organizes the assignment block with product information in a tree structure, with the relevant products, product categories, and product groups listed below each trade spend. When products are the basis for the spend value overview, the system organizes the assignment block as a simple table with trade spend information shown in columns, and product information in rows. The only difference in the information displayed in either layout is that volume information is only available when products are the organizing basis.
Note
The spend value overview is intended for simple trade promotions only. You cannot use the spend value overview for trade promotions with more than one trade spend exception, such as repeated trade spends with different date ranges for a single product, product category, or product group. Furthermore,
the spend value overview does not support exception-based planning. In exception-based planning, you assign products, along with the product categories or product groups to which they belong, to a trade promotion. If you are using exception-based planning, you create trade spend exceptions for products
by choosing Go to Exceptions
in the assignment block for products.
The following types of trade spends are not supported in the spend value overview:
Tiered growth rebates
Purchasing trade spends
Free goods
Prerequisites
You have defined the following in Customizing for Customer Relationship Management
:
You have indicated whether trade spend information in the spend value overview is organized according to product or trade spend information under
Trade Promotion Management
Trade Promotions
Trade Spends
Spend Value Overview
Define Spend Value Overview
.If you have chosen to organize the spend value overview according to product information, you have performed the following:
You have defined the trade spend information that appears under
Trade Promotion Management
Trade Promotions
Trade Spends
Spend Value Overview
Settings for Product-Based Spend Value Overview
Define Trade Spend Position
.You have defined whether you enter volumes information in the trade spends planning layout or in the spend value overview under
Trade Promotion Management
Trade Promotions
Trade Spends
Spend Value Overview
Settings for Product-Based Spend Value Overview
Define Volume Maintenance
.You have defined the volume key figure under
Trade Promotion Management
Trade Promotions
Trade Spends
Spend Value Overview
Settings for Product-Based Spend Value Overview
Define Key Figure for Volume
.
To use this function, you must activate the business function Trade Promotion Management (CRM_TPM_1
).
Features
You can edit spend values for a trade promotion
You edit spend values after you have created the trade promotion and entered the necessary basic information, including the header data, dates, products, and trade spends.
The system disaggregates trade spends automatically
For fixed trade spends, the system disaggregates the total amount entered in the spend value overview evenly among the products. You can manually change the amount and the system updates the total. For variable trade spends, you enter a single rate in the spend value overview, which is then copied down to all products. You can manually change the amount for a product. If desired, you can use a business add-in (BAdI) to configure more complex distributions for both fixed and variable trade spends in Customizing for
Customer Relationship Management
under Trade Promotion Management
Trade Promotions
Trade Spends
Spend Value Overview
Business Add-Ins (BAdIs)
BAdI: Additional Settings for Trade Spend Exceptions
.You can enter list or retail price
You can enter amounts manually for the list or retail price in the spend value overview. You can also use a BAdI to configure the system to fill the fields automatically from, for example, information retrieved from a pricing condition table. This is done in Customizing for
Customer Relationship Management
under Trade Promotion Management
Trade Promotions
Trade Spends
Spend Value Overview
Business Add-Ins (BAdIs)
BAdI: Additional Marketing Assignment Checking and Controlling Options
.You can export data from the spend value overview to a spreadsheet application
When trade spends are the basis for the spend value overview, you can delete trade spends and trade spend exceptions directly in the spend value overview
When products are the basis for the spend value overview, you can do the following:
Delete all exceptions for products directly in the spend value overview
Maintain volume in the spend value overview instead of the planning layout. This is defined in Customizing. The volume can be synchronized with the planning layout by configuring the appropriate key figure. You can also use a BAdI to customize the distribution of volume among products, product categories, and product groups assigned to a trade promotion. This is done in Customizing for
Customer Relationship Management
under Trade Promotion Management
Trade Promotions
Trade Spends
Spend Value Overview
Settings for Product-Based Spend Value Overview
Business Add-Ins (BAdIs)
Distribution of Volume
.
Note
For trade promotions created before SAP enhancement package 1 for SAP CRM 7.0, you can only modify volume in the planning layout, even if you have made settings in Customizing to use the spend value overview for volume maintenance. The only way around this is to create a copy of the trade promotion. The copy action applies the current Customizing settings.