Kontakt

Ansicht
Dokumentation

CRM_CF_1: Live Rates (New) ( RELNCRM_7E1_TPM_LR )

CRM_CF_1: Live Rates (New) ( RELNCRM_7E1_TPM_LR )

Fill RESBD Structure from EBP Component Structure   CL_GUI_FRONTEND_SERVICES - Frontend Services  
This documentation is copyright by SAP AG.
SAP E-Book

Short text

CRM_CF_1: Live Rates (New)

Use

As of SAP enhancement package 1 for SAP CRM 7.0, business function Claims and Funds Management(CRM_CF_1), you can use live rates with trade promotion management. You use live rates to plan, calculate, and post budget amounts in funds management for trade promotion activities.

The following features are available with live rates:

  • Use territory management to define responsibilities
  • Plan live rates for a fiscal period based on combinations of account hierarchy nodes and product categories or products
  • Integrate with funds management to post budget updates to funds using budget postings
These updates are reflected in the funds checkbook.
  • Update live rates throughout the entire promotional lifecycle
  • Report on the live rates planning process using new key figures

Effects on Existing Data

The WebClient UI has been updated as follows:

  • The business role Trade Finance Professional(TRD_FIN_PRO) has been enhanced to include the live rates functionality.
  • The Live Rates Plans application is available under Funds Management in the navigation bar.

  • The following new search parameters are available for fund postings:
  • Performance Budget

  • Performance Budget Manual Update

Effects on Data Transfer

You must download the account and product hierarchies used in live rates planning from SAP ERP to SAP CRM and SAP NetWeaver BW.

Effects on System Administration

You use the following new reports in the live rates planning process. Each of them can be run as a background job:

  • Live Rates Planning Elements Creation
This report creates live rates planning elements for a live rates plan. The system creates live rates planning elements based on live rates territories, and account and product hierarchy levels.
  • Live Rates Fund Determination
This report performs the following functions:
  • Determines the funds that are available for live rates planning and builds the Additional Fund Budgetassignment block in the live rates plan

  • Determines the account hierarchy node and product hierarchy and category combinations that can be used for live rates planning

  • Live Rates Pertinent Master Data Changes (PMDC)
This report identifies some of the pertinent master data changes made to the product hierarchies used in live rates. The report then applies these changes to the planning data of the live rates planning elements for the live rates plan that is specified in the job.
  • Live Rates Posting
This report posts budget amounts calculated from live rates planning and posts any additional fund budget amounts that are manually added to the live rates plan. Budget amounts are posted to funds that are determined after running the Live Rates Fund Determination report.

Effects on Customizing

You make the Customizing settings for this function in Customizing for Customer Relationship Management, in the following sections and activities:

  • Funds Management
You make settings in all of the activities under Funds Management.You make specific settings for live rates in Define Fund Types, where you indicate that fund types can be used in live rates planning.
  • Trade Promotion Management → Live Rates
You make settings in all of the activities in this new section.
  • Transactions → Basic Settings
  • You define transaction types for performance budget updates and for manual performance budget updates in Define Transaction Types.

  • There is a new budget posting type Performance Budget Updateavailable in the budget posting Customizing header. You use this to define budget posting transaction types that identify budget postings that result from live rates planning.

  • Master Data → Territory Management
You make settings in all of the activities under territory management.

Further Information

For more information, see the main release note for business function Claims and Funds Management (New).

For more information on territory management enhancements, see the release note CRM_SLS_SRV_1: Territory Management (Enhanced).

SAP Library for SAP CRM on SAP Help Portal at http://help.sap.com/crm -> SAP CRM 7.0 Enhancement Package 1 → Application Help → SAP Customer Relationship Management → Marketing → Trade Promotion Management → Live Rates Planning.

SAP Library for SAP CRM on SAP Help Portal at http://help.sap.com/crm -> SAP CRM 7.0 Enhancement Package 1 → Application Help → SAP Customer Relationship Management → Master Data → Territory.

SAP Library for SAP CRM on SAP Help Portal at http://help.sap.com/crm -> SAP CRM 7.0 Enhancement Package 1 → Application Help → Business Functions (SAP Enhancement Package 1 for SAP CRM 7.0) → Business Functions for SAP Customer Relationship Management → Claims and Funds Management.






General Data in Customer Master   CL_GUI_FRONTEND_SERVICES - Frontend Services  
This documentation is copyright by SAP AG.

Length: 7298 Date: 20240520 Time: 230728     sap01-206 ( 140 ms )