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Trade Promotion Management - Product Hierachy Promotions (Enhanced) ( RELNCRM-MKT_51_TPM )

Trade Promotion Management - Product Hierachy Promotions (Enhanced) ( RELNCRM-MKT_51_TPM )

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Trade Promotion Management - Product Hierachy Promotions (Enhanced)

Use

This release note is only relevant if upgrading from SAP CRM 5.0.

You can map trade promotions at product category and product group level and no longer have to assign promotions to individual products.

There are a lot of trade promotion management (TPM) customers who generally run promotions for product categories or product groups as oppose to single products. An example would be that they typically run promotions involving a percentage discount on all 330 ml bottles of sodas. So rather than differentiating in a promotion between cola, lemonade and juice, the customer simply promotes an entire product category or product group.

Up until SAP CRM 5.0, the marketing planner was based on individual products. You could enter the product category or group to search for a specific product, but the system always exploded the product category or group into its individual products and then stored the products of that product category or group as assignments to the marketing element. You can now plan and execute promotions, deals, and campaigns at product category and group level. This brings a significant improvement to the performance and usability for consumer products customers.

This functionality improves the overall performance of TPM by reducing the number of products assigned, reducing significantly the volumes/trade spends planning layout and the generation of campaign determination records.

Overview of New and Enhanced TPM Features

  • Assigning a Product/Product Category/Product Group to a Trade Promotion
You can assign individual products in combination with product categories or groups to trade promotions. However, you cannot assign both product categories and product groups in the same promotion. If the individual product is a structure product, you cannot explode to the product items. If you want to explode the structure product, you can either implement a Business Add-In (BAdI) or assign the structure's product items individually.
You can assign a product category or group without exploding to the individual products. You can enter any level of the product hierarchy as long as there is no overlap between the products categories that are assigned. After you assign products, product categories or product groups, the system checks the assigned product category or group against the territory, the partner/product range, and the listing for the SAP CRM product hierarchy. It also checks 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 to the trade promotion. Finally the system checks for any overlapping product category assignments, which would also produce an error message.
You can define in Customizing to what level you want to be able to explode the product category assignments. If there are no settings in Customizing, then the system explodes by default to the lowest level of the product hierarchy.
In addition, the system retrieves a list price or price list for a product category or group.
  • Generating Conditions at Product Category or Group Level
You can generate condition records for variable and fixed trade spends as well as campaign determination at product category or group level. You can determine and assign a rebate product. The rebate product is selected arbitrarily from the list of products that belong to the product category or group. You can implement a BAdI if you want to use your own product determination.
  • Volumes/Trade Spends
You can plan volumes and trade spends without any specific product dimension. However, if you want to plan for product categories or groups, then you must specify a product category or group. The system must also be able to retrieve the list price and/or the price list for any new product assignments.
  • Managing Trade Promotions
Enhancements to managing trade promotions include the following:
  • Print Functionality

The print functionality of the marketing planner lists the product category or group that is assigned.
  • Advanced Search

The marketing planner advanced search enables you to search for trade promotions by product category or group. You can also save your own queries with the relevant product category or group in the selection criteria and use these in the marketing calendar.
It is still possible to search for trade promotions by product. The system determines the product category or group and retrieves the relevant trade promotions. However, searching by product can be performance-intensive due to the distribution chain dependency.
  • Change Document

Change documents are enhanced to include the new product category or group assignment to promotions.
  • Archiving

Archiving is enhanced to include the new product category or group assignment.
  • CRM Mobile Sales Integration
The product category or group assignment is added to the messaging BDoc type and then transferred to the marketing element.
  • Trade Promotion Execution and Order Entry
The campaign determination process in SAP ERP and SAP CRM has been modified to enable the product category or group to be referenced in the campaign determination condition records.

Effects on Existing Data

There is a standard master role available for TPM.

Effects on Data Transfer

Effects on System Administration

Effects on Customizing

Note the following prerequisites, which must be fulfilled to enable you to plan and execute trade promotions at product category and group level:

  • The price list must contain the product category or group to enable the system to retrieve a price list for a promotion that has been planned at product category or group level.
  • All the products that belong to a product category or group must have the same base and sales unit as well as the same list price or price list.
  • Only the sales-dependent product hierarchy is supported. In a SAP CRM and SAP Enterprise Resource Planning (SAP ERP) integration scenario, the only hierarchy SAP supports is R3PRODHIER. This is due to consistency and reporting reasons.
  • Condition records do not have the unit as a key field. Therefore,there is only one row for each product category or group in the planning layout. SAP does not support several rows for several units for each product category or group.
  • SAP does not support condition records of usage free goods (FG) for product categories or groups.
  • In SAP ERP, listings are maintained at product level only. In SAP CRM, there is no listing check at product level as products are not assigned to the promotion. The listing check is executed at product category level.
  • You can no longer report on individual products for promotions that are planned at product category or group level unless the planned data is disaggregated to products.
  • New customizing to define the explosion level for mass assignment of product categories. If no level is maintained, then the system explodes to the lowest level of the product hierarchy.
  • New planning profile groups are available for trade promotion analyses in SAP NetWeaver Business Intelligence (SAP NetWeaver BI). You no longer define these analyses in the IMG for Marketing but in transaction CRMC_UI_BI.
  • New planning layouts are available in BI-BPS to plan at product category and/or group without any product dimension.

Further Information






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