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Fund Usage (New) ( RELNCRM_60_FM_FND_USAGE )

Fund Usage (New) ( RELNCRM_60_FM_FND_USAGE )

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Fund Usage (New)

Use

This release note is relevant if upgrading from SAP CRM 5.0 or SAP CRM 5.2.

Fund usages in funds management (FM) can be used to reserve parts of fund budgets for trade promotions, account plans, or market development fund (MDF) initiatives. The funds can be reserved for claims, settlements, prepayments, direct payments, and fund-based chargebacks and write-offs. Fund usages can then be claimed against, accrued and balanced after the last claim is made to return unconsumed budget and accruals.

All fund consumptions are represented by fund usage objects. For example, for each trade spend planned in trade promotions or account plans, a corresponding fund usage object is created by the system once the trade promotion or account plan reaches a defined status, such as Released. A fund usage item is created for each product category or group. Each fund usage item lists the corresponding fund attributes, fund, and amount.

The following functions are available for fund usage:

  • Search
  • Display
  • Balance

Effects on Existing Data

Effects on Data Transfer

Effects on System Administration

Effects on Customizing

You can define settings for fund usage in Customizing for Customer Relationship Management, by choosing Funds Management -> Fund Usage.

Further Information






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