Loyalty Management for Retail

Hi,
My company is implementing SAP Loyalty Management which is a part of SAP CRM. If anyone has worked on implementing Loyalty Management for a retail customer please provide some inputs.
Does any one have best practice documents for Loyalty Management.
Thanks
Barry

Hi Barry,
you're right. SAP is coming up with a new tool called SAP Promotion Management for Retail. Basically, the tool provides a solution for the planning of promotions including the creation of a flyer.
SAP Promotion Management is a separate solution with interfaces to SAP ERP to get Master Data from the ERP System and to create promotions after the promotion planning is finished. If I remember correctly, the interfaces are provides with EHP4.
Please have a look at ...
... this SAP Webcast: http://www.sap.com/community/events/2009_06_17_EPM/index.epx
... this factsheet: http://download.sap.com/industries/retail/midsize/downloads/download.epd?context=A788E4F40C85F9BEEF3C9C3E64F4899677839217595FB6BAE61B0C65DE03AF28EC3BCFFD37D85DD65720301E0924311451B1417E80B3675B
Also, there is a german documentation, unfortunately, I didn't find the english one... sorry, for this: http://help.sap.com/saphelp_pmr70/helpdata/de/82/FC25B90C244E47878B3EA0BE970F88/frameset.htm
Maybe someone from the SAP people here can provide you some addtitional information.
Regards,
Tobias

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    I know this is a late post but will help other users who search.
    Note - 1331970.
    Symptom
    Loyalty functionality in sales order
    Solution
    Please read the documentation below Setup for Integration of Sales Order with Loyalty for CRM 7.0 You can use this note to integrate the loyalty application with sales order to allow customers to earn reward points on purchase of products, redeem points and buy point products. To enable the above-mentioned functionality, the following set up has to be carried out in the system: -> Product master data You have to add SetType REWARD_PRO_LOY (created for product type Material) to the product category. You may create a new product category for loyalty products. You can add the settype to a product category using the following steps: 1. Use transaction COMM_HIERARCHY
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    -> Customizing in SPRO You have maintained the following customizing settings in SPRO: 
    -> In the customizing activity Define Point Types for Sales-Order Integration, you maintain point types. For more information, see SAP Customizing Implementation guide   Customer Relationship Management  Marketing  Loyalty Management - Design  Channel Integration  Define Point Types for Sales-Order Integration Point Information in product master can be maintained only for these point types. 
    -> In the customizing activity Define Categories and Types for Sales Order Integration, you maintain member activity category, activity type, sales order status for which activity will be created and the processing delay ( Process On Hold) for a particular loyalty scenario. For more information, see SAP Customizing Implementation guide  Customer Relationship Management  Marketing  Loyalty Management - Execution  Member Activities  Define Categories and Types for Sales Order Integration 
    -> In the customizing activity Define Transaction Types, you maintain the transaction types for accrual, redemption and buy points. For more information, see SAP Customizing Implementation guide  Customer Relationship Management  Transactions  Basic Settings  Define Transaction Types Note:
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    ----------------------------------------------------------------------- Setup for Integration of Sales Order with Loyalty in EhPx for CRM 7.0 You can use this note to integrate the loyalty application with sales order to allow customers to earn reward points on purchase of products, redeem points and buy point products. To enable the above-mentioned functionality, the following set up has to be carried out in the system: -> Product master data You have to add SetType REWARD_PRO_LOY (created for product type Material) to the product category. You may create a new product category for loyalty products. You can add the SetType to a product category using the following steps: 1. Use transaction COMM_HIERARCHY
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    In the above scenario, entries in Point Information assignment block will not be considered for redemption but the information will be picked from the conditions. A new usage LM is developed for points as conditions. You can use the customizing activity Condition Technique: Basics to develop condition tables, access sequences, condition types and point procedures.
    For more information, see SAP Customizing Implementation guide   Customer Relationship Management  Master Data  Conditions and Condition Technique  Condition Technique: Basics You can create condition objects with application CRM and usage LM. The point procedure 0LM001 is delivered and can be used in a sales transaction using the below the customizing Determine Point Procedures. Point information will be fetched by executing this procedure. For more information, see SAP Customizing Implementation guide   Customer Relationship Management  Marketing  Loyalty Management  Channel Integration  Determine Point Procedures You can assign this point procedure to a particular sales org, distribution channel, division, customer pricing procedure and document pricing procedure the same way it is done with pricing procedure. If you decide to use only points in a sales transaction (consumer has to pay 100% point price always), a standard pricing procedure with 100% discount would suffice. If you want to allow mixed pricing, for example, a consumer can pay anything between 1000 to 2000 points and rest in currency, then condition type 2902 (point based discount) should be included in the pricing procedure and 100% discount should not be chosen at item category level as explained above. The conversion rate between points and currency can be maintained in CRM UI in the following manner:
    1. Go to Loyalty Management
    2. Select Prices
    3. Choose 2900 as the Price Maintenance Group
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    3. Choose 29MD as the Price Maintenance Group
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    -> Points
    -> Point type
    -> Points spent In Accrual and Buy Points scenarios, Points = Points accrued; Point type = Miles, points etc; Points spent = 0 In redemption scenarios, Points = Total point price; Point type = Miles, Points etc; Points spent = points spent by the consumer To generate billing document from a sales order, you have to select a relevant billing option for the item category. In this case, we have selected Transaction-Related Billing According to Order Quantity. The billing will happen via CRM Billing.
    Note: Only CRM Billing is currently supported
    As billing will happen only if the order is replicated successfully to ERP (where shipping, delivery and logistics will be done), you have to ensure that all the master data, for example, products, BP (sold to party), conditions, etc are present in ERP along with the transaction type and item category (for example, LTAA and LTAN). Once replication is complete, we can create a billing document from the sales order overview page. Select Create Follow-up and choose Billing. -> Customizing in SPRO You have maintained the following customizing settings in SPRO: 
    -> In the customizing activity Define Point Types for Sales-Order Integration, you maintain point types. For more information, see SAP Customizing Implementation guide   Customer Relationship Management  Marketing   Loyalty Management  Channel Integration   Define Point Types for Sales-Order Integration Point Information in product master can be maintained only for these point types. 
    -> In the customizing activity Define Categories and Types for Sales Order Integration, you maintain member activity category, activity type, sales order status for which activity will be created and the processing delay (Process On Hold) for a particular loyalty scenario. For more information, see SAP Customizing Implementation guide  Customer Relationship Management  Marketing  Loyalty Management  Member Activities  Define Categories and Types for Sales Order Integration 
    -> In the customizing activity Define Transaction Types, you maintain the transaction types for accrual, redemption and buy points. For more information, see SAP Customizing Implementation guide  Customer Relationship Management  Transactions  Basic Settings  Define Transaction Types 
    Note:
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    Thanks & Regards,
    Nagarajan

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    HI..
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    http://help.sap.com/saphelp_nw70ehp1/helpdata/en/d1/375e98b366624691e881b839573dda/frameset.htm
    http://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/library/uuid/97c0a990-0201-0010-ff8a-e75fb9f85076?quicklink=index&overridelayout=true
    SAP BI business content for SAP CRM- 'loyalty management' module
    Regards
    Anindya

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