Update of Promotion Budgets 

Use

At the end of a promotion or at period-end closing, the system updates the budget values for promotion price plans on the basis of POS sales data.

Prerequisites

You have specified that you want to use the program for updating budgets and defined how the POS sales data is to be determined.

For more information, see Customizing for Logistics – General under Price Planning ® Configure General Parameters.

Features

When you activate a promotion price plan, the system saves the relevant budget consumption as “blocked budget” in the budget table with the actual values. The blocked budget is calculated based on the planned quantities entered or on the current stock.

When it comes to updating the budget, however, the system calculates the budget consumption using the actual sales quantities during the course of the promotion. It determines the POS sales data for the articles in the price plan and for the sites in the price activation levels. It saves the actual budget consumption that it calculates in the budget table with the actual values as exhausted budget. At the same time, it corrects the blocked budget according to the price plan data.

Not only can you update the promotion budgets at period-end closing but also during the current period. If you do so, only promotion price plans for completed promotions are taken into consideration. At period-end closing, make sure that you do not calculate the cumulative budget until the promotion budget has been updated.

When updating the promotion budget, you can set the Calculate Cumulative Budget Afterwards indicator to perform the period-end closing in one step.

Activities

On the SAP Easy Access screen, choose Logistics ® Retailing ® Master Data ® Price Planning ® Budgets ® Period-End Closing ® Update Promotion Budgets.