Planning Sales Target and Budget

Hi Gurus,
Our client is Planning to do Account and Contact Management.How can we plan Oveall Sales Target and budget in BI, What settings have to be done?
many thanks,
Muralidhar Prasad chatna

Hi
thisis theprocess or budget/account planning in crm according to Accounts andContact Management.
1.      Plan overall sales target and budget (BI system)
It is possible for company headquarters to set sales targets at product-brand level, and then to distribute these targets top-down.
This must be set up separately in the BI system.
2.      System receives sales targets (CRM Server)
3.      Plan sales figures and promotions by account (CRM Server)
Planning is driven from past sales as well as from target information. Account planning enables you to do total sales forecasting, and includes discount and rebate planning. In addition, trade promotions that are related to the account plan are displayed.
4.      System receives plan data (BI system)
Account Planner sends planning data to the BI system. The data is therefore available for reporting, and for integration with other planning applications.
5.      System generates pricing conditions (CRM Server)
The system generates pricing conditions from the discounts or rebates that you enter in the account plan.
6.      System receives pricing conditions (SAP ECC)
Account Planner sends pricing conditions to SAP ERP Central Component (SAP ECC). When a customer orders a product, the system includes the discounts agreed in the account plan in the sales order.
Hope it helps
Regards
Manohar

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How I can map "Sales Target Planning" in SAP?

Hi All,
I am working in Sales & Marketing in a Logistic Service Provider Company.
Our Product is Container (in which RMG & other commodities are transported
via ship from/to all over the world). Our Sales Target is planned in yearly
basis on Quantity of Containers, Number of Buyers, Different Corridors,
Different Commodities etc etc. How we can map our Sales Target Planning in SAP?
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Syed Waseem Reza

Sir,
Can you please let us know the high level process flow you have already mapped? I am facing the same problem.... I am here delivering my existing process flow.
We didnu2019t go for any other special module of SAP
The General modules of SAP including
u2022     SD(Sales & Distribution),
u2022     MM(Material Management),
u2022     WM(Warehouse Management),
u2022     LE (Logistic Execution),
u2022     FI(Finance), CO(Controlling),
u2022     FA(Fixed Asset)
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u2022     SO(Sales Order) may create directly or against Qut(Quotation)
u2022     All SO line item will create the PR (Purchase Requisition)
u2022     Warehouse does the GR (Goods Receive) against PR indirectly SO.
u2022     Empty and Laden Container enters to Warehouse as a material received.
u2022     TO (Transfer Order) of Goods to the Bin Location
u2022     Creates the Outbound Delivery against GR.
u2022     Picking of Goods from WH Bin to Deliver Place
u2022     Packing of Goods to the Container as per Shipment.
u2022     Outgoing Invoice for collection against Outbound Delivery
u2022     Incoming Invoice for payment against Shipment Cost.
Management wants to give one sales target such as...
Year -SO-----Material Group---Material Group
--(20' Container)-----(40' Container)
2009-----10,0004,000--
2,000
and in the end of the year, Management wants to see the see the following report.
Year      Targeted      Achieved     Target(20') Achieved(20') Target(40') Achieved(40')
--SOSO-----
2009-----10,0008,0004,0002,0002,000--
1,500
For this I have to store my sales target in any of SAP document, because i have already all the Achieved information in my existing system, because material groups are keeping in the Shipment/Packing phase of the process, So i can easily make the report, but i cant get the Target as I don't have any place to store the same.
Can anybody help me to proceed?
Rgds
Farhad
Edited by: Farhad Islam on Jan 31, 2009 6:49 AM
Edited by: Farhad Islam on Jan 31, 2009 6:49 AM

Needed configuration steps for sales operations and planning...............

hi,
sap gurus,
good morning to all,
my client says that on papers our target vs achievement is fixed that is for day wise, week wise,
month wise and quarterly wise, 6 months wise and finally yearly wise.
but
when it comes to practical scenario, if delhi sales are booming like any thing and agra sales are
falling then the material fixed for sending to agra will be turned to delhi and already delhi's target also
will be there.
some experts is saying we cannot have SOP here because we have tentative planning on papers and
noting is fixed.
suggest me on this because i am confused because some says that SOP is possible and some
says that SOP is not possible.
and also i am expecting better solution for this.
regards,
balaji

hi,
sap gurus,
good morning to all,
my client says that on papers our target vs achievement is fixed that is for day wise, week wise,
month wise and quarterly wise, 6 months wise and finally yearly wise.
but
when it comes to practical scenario, if delhi sales are booming like any thing and agra sales are
falling then the material fixed for sending to agra will be turned to delhi and already delhi's target also
will be there.
some experts is saying we cannot have SOP here because we have tentative planning on papers and
noting is fixed.
suggest me on this because i am confused because some says that SOP is possible and some
says that SOP is not possible.
and also i am expecting better solution for this.
regards,
balaji

Planning and Budgeting application

Hi Folks,
I new to Hyperion and currently i am learning. If i say end to end implementation of Hyperion Planning and Budgeting application....what does that exactly mean in real time of perspective? I have sales database so please explain me keeping sales database in your mind.
Edited by: user11145584 on Apr 14, 2010 5:51 AM

Sorry, I misunderstood the below:
what does that exactly mean in real time of perspective^^^ I thought you meant "How long does it take?"
I don't think a Planning implementation is any different than any other IT project:
1) Requirements gathering
2) Tool selection
3) Development environment install (concurrent with 4, 5, 6, 7, and 8) Install prod whenever 3 works
4) Design sessions
5) Design docs
6) Prototypes
7) Metadata and data sourcing
8) Repeat of 4 thorugh 7 as required
9) Sign-off
10) Build in prod
11) UATs/Assembly Test/whatever test
12) Happy shiny day -- lo, the project is complete
Lots of other steps but again, is the above any different than anything else? Just specialized skills (business, tool(s)) on the analysis and implementation side.
As to that:
Essbase
Some hint about the way a Chart of Accounts works
Data sourcing
Metadata sourcing
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Hopefully others will chime in, but I've given you at least a straw man view of it.
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Hi,
I have installed the Planning and Budgetting SW.
Now after configuring the in the configuration manager I get some errors on starting the client.
Please help me in understanding what is wrong so that I can fix it.
There was an error launching the application. Please contact your system administrator:
System.Exception: Error while invoking member: ManagedInit1 - Specified primary system ch28837 is invalid or improperly configured ---> System.ArgumentException: Specified primary system ch28837 is invalid or improperly configured
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   at SRC.Core.Common.LateBoundHelper.InvokeMethodDirect(String methodName, BindingFlags flags, Object[] args)
   at SRC.Core.Common.LateBoundHelper.InvokeMethod(String methodName, Object[] args)
   at SRC.Core.Host.HostProcess.StartUp()
Thanks a lot in advanced for the help
Regards,
Chinmay Herwadkar

hi, guy
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hi, guy
to achieve this, you need to implement the BPS in BW, and make the BPS and CRM integration.
In standard, CRM Marketing is integrated with BPS, you can login the CRM and open the BPS windows in Marketing object screen, fill your cost plan or trade plan or sale plan.
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[Excel] Sales Target Planning

Hello everyone, hows going ?
Please, I'd like some tips about the Sales Target Planning at Excel. I did the installation and it works with other functionality (if I try to put any report from C4C it works), but not for the Sales Target Planning.
I use Windows 7 - 64 bits, MS Excel 2010 and the add-in from C4C.
Please, take a look the images attached: Print 1 is my Excel status, that still for a long time and nothing happens. Print 2, my Sales Target that is on prepare.
Any help is appreciated.
Good bye.

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So go through to the folder that you saved the file (AnalyticalWorkbook) and open. Make sure before, that you have the c4c certificate !
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Thanks guys and see u soon.
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How to configure sales forcast and assign marketing budget

how to configure sales forcast and assign marketing budget

Hi,
As per my knowledge i am telling forecasting is done by Historical Data { MM & PP Module }
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Regards
R. Senthil Mareeswaran.

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Planning Sales Target and Budget

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