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CRMV_MKTPL_TPCL - Define Settings for Funds Integration

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In this IMG activity, you can make settings to integrate funds management functionality into your trade promotions. You can set the fund association level, select a fund determination profile, map the expense type to the accrual profile, make setting for availability check, determine in which states the budget for promotions is reserved, and map the expense type to the trade spend.

You have completed the IMG activities for Funds Management.

1. Under TFM Integration View, choose the promotion type with which you would like to integrate funds.
2. Under Fund Association, choose the level at which to associate the fund to the trade promotion.
3. Select a fund determination profile.

The fund determination profile determines the funds that are available for association with the trade promotion.

1. Select a date range.

The available selections here correspond to date ranges set up for the trade promotion. The selection made here becomes a required entry when creating a trade promotion. For example, if you select Plan here, then an entry for the plan date range is required when creating a trade promotion.

When associating a funds plan to the trade promotion, users can only select funds plans available during the date range you select here. The trade promotion dates should be contained within the fund plan fiscal period.

1. Under Expense Type to Accrual Profile, select the expense type for a particular promotion type.

If Accrual Profileis left blank, then there will be no accrual for this expense type and its related trade spend. It is recommended to leave this field blank for off-invoice type trade spends, as they only create pricing records and not rebate agreements. Therefore, accruals are not relevant.

1. Select the accrual date range and accrual profile to map to the expense type.

The accrual profile is used when generating fund usages.

Note: Although you calculate and post accruals in SAP CRM, you must maintain an account key and an accruals / provisions key for all of the condition types that are part of your SAP ERP pricing procedure. Since the accrual rate in the condition records that are transferred to ERP is zero, the SAP ERP accrual calculation results will also be zero. To set the rebate agreement status to settled, you also need to carry out a zero final settlement in SAP ERP.

1. Under System Status to AVC Profile and User Status to AVC Profile, make any appropriate settings for the availability check (AVC).

The system status to AVC profile determines the fund usage value category for a particular system status. This is the criteria used to determine under what category (reserved or pre-reserved) the fund usages are generated as the status of the promotion changes.

You can select a fund usage value category. Note that you can only make one entry for each of the fund usage value categories Pre-Reserved and Reservedfor both the system status and the user status. You could, for example, have a system status with the fund usage value category Pre-Reserved and a user status with the fund usage value category Reserved, but not both a system and user status with the fund usage value category Reserved.

You can also set a priority for each status. If there is a conflict between two statuses, the status with the lowest number assigned as the priority is used for the trade promotion. To avoid inconsistencies, ensure that you have assigned a different priority for each system and user status. If, for example, you have maintained four system statuses and four user statuses, you could assign the numbers 1 to 8 as the priorities.

1. Under Aggregation Type, define how product data is aggregated when the system generates fund usage items or claim items for a trade promotion. This setting determines on which level fund reservation and fund consumption is tracked.

Aggregation is only relevant in a scenario where trade promotions are set up for a large number of individual products rather than for product groups or product categories. It helps reduce the number of items, either fund usage items generated from product sales, or claim items, and thus increases performance and usability.

Note: When using aggregation, you must make sure that the funds consumed by the claims are set up for a level that matches that of the aggregation type. Example: With fund determination, a claim that aggregates items on product category level cannot determine funds set up for individual products. It can only determine funds set up for product categories.

1. Under Trade Spend to Expense Type, choose the expense type to be mapped to the trade spend.

The combination of the spend type, spend category, and spend method determine the trade spend. The trade spend and expense type are mapped in a one-to-one relationship in order to properly generate fund usages for the trade promotion.

1. Under Expense Type to Key Figure, select a key figure to map to the expense type.

This ensures that the planning costs entered in the planning grid are leveraged in fund usages to reserve budget.

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Length: 6123 Date: 20240523 Time: 170236     sap01-206 ( 121 ms )