Trade promotion management for rebates processing

Hi All,
I am looking for configuration or step by step procedure on trade promotion management for rebates processing. Any document that gives the condition types to be used, set up of trade promotion, determination of the trade promotion related conditions in sales order, accruals of such rebates will be helpful
Regards,
Praveen

sorry, I can't login a CRM server now, but I try to answer your question by my memory
u2022 What condition types are required for rebates
the condition type for rebate is special, different the normal pricing condition, the rebate condition has a different condition usage. you can define the rebate condition record in rebate related SPRO path
u2022 How are they linked to TP and how the conditions flow to ECC
the condition generation configure in TP link the condition with TP type, you can check the configuration in SPRO
u2022 How are these conditions determined in sales order
the rebate also need to configure to the sale order, this configuration is under SD rebate path, and you can upload the configuration by middleware synchronize object from CRM
u2022 Are there any agreements that need to be created
the aggrement will be created automatically if the rebate condition can be generated in CRM TP. pay attention that the spend type table in TP WEB UI page has a button named 'rebate generate'
u2022 How does accruals happen
the accrals is depend on the funds plan, if fund plan created and configure for accrualls, you can launch a job background for accrual base on a fund plan from WEB UI
u2022 How is it linked to funds, what set up of funds is required
the funds is link to fund plan, fund plan link to TP. There is no directly link between funds with rebate, but they have indirect relationship through spend category, method,... E.G. you configure a rebate belong to a spend category, and you can configure the spend category in fund determination with TP.
The funds will be determined when TP created
u2022 How validation happens from claims
validaion happens in claim processing, in claim, the spend value will be fetch from fund usage, and bring to the validation screen, you can edit the validation data, and claim will generate the billing due list according to the validation you input.

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BADI for Claims search in trade promotion management

Hi Experts,
I am enhancing the Claims search in trade promotion management with a custom field. I added a custom field in the search screen of claims.
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Is there any BADI for claims so that I can filter the records.
I tried to put a breakpoint in the badi CRM_BADI_RF_Q1O_SEARCH and searched but it is not stopping.
Does this badi works for claims? Or first do i have to create a implementation with the filter object as BTQCSR then try to check whether it will stop in the badi while searching the claims.
Please suggest me.
Regards,
Dinesh.

Hi Dinesh,
Now this becomes tricky. Since your requirement is very specific there is no way that standard sap can help. You may end up in enhancing n number of classes.
I can propose a solution though Please put of in front of your business/ functional team and then go ahead..
Now we will change our approach...Please follow below steps:
1. Add a altogether new field to your claim transaction using AET for sales office (description as 'Sales Office').
2. Make this field search and result relevant.
3. Whenever a sold to party is selected for claim transaction, based on the sold to party you would set value of this field.
4. Since your field is search relevant it will automatically appear in your search query (control this in view configuration.)
5. You may or may not display this field to end user in claim detail screen, You can control this by configuration.
6. Depending on your requirement you can show/hide standard sales office field in search query.
If you follow this approach then it will serve the purpose.
Trust this solves your issue. Give points if it helps.
Regards,
Bhushan

Trade promotion management docs required

Hello Gurus,
Could any one send me Trade promotion management docs .
Could you please define what is it.
Thanks and regards,
Divya

The only information I know of (excluding brochures which don't tell you anything useful) is in help.sap.com.
Trade promotion management is a business concept supported in CRM, ERP, SEM-BPS/BW, and APO. It integrates the various activities in a golden promotion process which include:
Basic:
- Trade promotion creation/planning(CRM and SEM-BPS): Similar to campaigns but with more specific comercial objectives. It usually involves special season discounts or trade spends in the customer site ( trade spends are special product placement costs, tasting events, etc).
- Trade promotion execution(CRM and ERP): Integration of discounts into sales orders, and rebate agreement managament in ERP.
- Planned/Real analysis(BW): It uses CO-PA reports to compare the promotion planned results with the actual results.
Advanced:
- Promotion result predition(CRM/BW): You can use data mining models to estimate uplift values based on your past knowledge base.
- Account Planning(CRM and SEM-BPS): Well....account planning ^^
- Demand planning integration(APO): Promotion have buying, pre-dip and post-dip periods. This integrates with APO demand planning so that your prodution planning takes into account special discounts and stock-in actions.

Help Required in Trade Promotion Management

Hi ,
Can anybody suggest or send document related to Trade Promotion Management Configuration since i have requirement for the same...
Thanks & Regards,
Prakash S.

Hi,
The below blog lists out the configurations for TPM.
>http://sapcrmtutorial.blogspot.de/2012/07/tpm-trade-promotion-management.html
Also, go through below link.
http://help.sap.com/saphelp_crm700_ehp01/helpdata/en/0d/312ec0383f495c8740d9bde7fa81b2/content.htm?frameset=/en/0d/312ec0383f495c8740d9bde7fa81b2/frameset.htm&current_toc=/en/51/6b5203723746dd8f02ba87183c619a/plain.htm&node_id=4
If you have Sol Man installed in your project, you might find configuration documents over there. Also, there should be implementation guide provided to your client when they purchased TPM There is no ConfigGuide for TPM yet.
Hope this helps!
Regards,
Len.

Field extension in TPM (Trade Promotion Management)

Hi experts,
I have a requirement where I have to extend a field in the New Web UI of the Trade Promotion Management.
In the Trade Promotion Creation, I have to add the Planning Channel Group field in the Trade Promotion details Assignment Block.
Could someone help me to do that?
I suppose I have to use the EEWB to extend the field, but honestly I don't know if is an extendable field.
If it is, I don't know which is the Business Object to extend and what Type to extension is it.
Thank you very much in advance.
Guillermo Buscemi

The Genil Component for trade promotion ( TPMOE) is CRMD_MKTPL_TPM.
If you look at the data model then you will see we are using Trade as root object and Trade Element as acciless object.
Refer the structures attached to them. They are mainly CRMS_MKTPL_IB_TPM and CRMS_MKTPL_IB_TPT and the are extendable via EEWB and include.
You should not have any issue adding new Fields.
Regards,
Piyush Garg

What is Trade Promotion Management?

All,
I am new to CRM domain and learning the concepts. I am comfortable with most of the concepts but I didn't understand what is meant my Trade Promotion Management. I have gone through help.sap.com but still didn't understand properly.
I think my problem is in understanding the business concept itself. Can any of you please try to give few words about this? Or point me to some useful links which help me understand this?
And I don't understand the Claims also in TPM.
I tried to learn through google but didn't get the right information.
Please help.
Thanks

Hi,
You can use this business scenario to plan and coordinate temporary marketing activities in cooperation with retailers to achieve a corporation-wide marketing and sales strategy. This leads to increased profitability of all marketing activities that are agreed between you and your clients. As well as increasing brand capital, name recognition and market share, this business scenario enables you to increase sales volume and place new products on the market
A Trade Promotion Engine is that Part of SAP which allows you to Configure Discounts and Promotions in your System.Using TPM you can design Promotions and their Occurances in the System can be controlled,using which you may Fix its detrmination and Relevence in a Transaction.
Refer the Links for Detailled Desc:
http://help.sap.com/saphelp_crm50/helpdata/en/4a/c9523e83464644e10000000a114084/frameset.htm
http://help.sap.com/saphelp_crm50/helpdata/en/c6/677b428b079c60e10000000a1550b0/frameset.htm
http://help.sap.com/saphelp_crm50/helpdata/en/97/24d9414e656124e10000000a1550b0/frameset.htm
Hope it Answers your Queries..
Thanks and Regards,
RK.

What is the difference between trade promotion management and campaign?

Hello all,
I want a clear clarification shows the difference between trade promotion management and campaign management
Regards
Jacopo Francois

Hi,
1)Campaign Management, Here Market do the Mass camapaign in the specific sales area regarding theire Products and Brands (Aware ness of new Products or rebuilding the Brand image ) by spending some Budget.
2) In Trade Promotion, Market makes the Trade agreement ( To sell the Particular Products ) with the Particular BP ( Like Distributor/Whole saler ) by giving the Trade promotional discounts, if he sells will get the TPM discount with in the planned period .
Basically Campaign is using Mass advertise and TPM is to be targetting to the Particular BP to sell theire prodcuts by offering promotional discount.
Regards
Naren..

Trade Promotion Management- Package

Hi All,
I'm from BI and Planning background. My Client is currently analyzing to implement TPM and would like to know more details on what is required from system perspective. They have licensed CRM, BI and SEM. My question is does TPM comes with CRM or should the client have license for a separate TPM package.
Can you pls share any information. Gladly appreciate your help.
Thanks,
Veeru

Trade promotion management provide the framework for taking the direction from headquarters relative to budgets and strategies , and crafting and solid bottom up plan for Tradespending, promotion volume estimates and nonpromotional volume estimates . These planning process have access to a broad range of performance reports that assist in the creation of the best plan for the customer. Once the plan is completed, the account manager forward back to head quarters for approval and upon receipt of approval , take the programming to the customer for acceptance. TPM is also tightly integrated to Order-to-Cash process within SAP ERP.
The following are required to run contractmanagement scenario:
CRM Application Server ABAP
SAP ERP 6.0 required for multiple promotions and Funds Management and Claims Management
TPM with Mobile Sales.
SAP NetWeaver 7.0 including BI content 7.0
SAP SCM.
And differnt Business Functions need to be activated for Dispute Management.
regards,
Murali.Chatna

Trade promotion management-condition generation

Hi Folks,
I understand in order for transaction to determine appropriate trade promotion we need to define campaign determination.Similaraly, to determine prices we need to maintain campaign condition type in price determination. Kindly correct me if I am wrong here.
There is also configuration of condition maintenence group required for condition generation.
Could some one elaborate me what does condition genereation means.
regards,
Sidharth

You create a TP, it VTS tab or Planning Assignment block (CRM2007 & 7.0), you enter some discounts, then selecting the row, you push GENERATE CONDITIONS button, the system sends conditon records to ERP when you save it. And when you release the TP, it activates the condition records.
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when the sales order pricing works, e.g.
Z0CD : Campaign 000008 determined
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BR,
Cenk Sezgin

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WE ARE RUNNING 3 TRADE PROMOTION AT A TIME , AFTER PROFITABILITY ANALYSIS WE FOUND OUT ONE ( 1 ) TRADE PROMOTION IS RUNNING AT LOSS .
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Hi Sanjeev,
I would recomend to post this question to the CRM - Marketing forum to reach out to the right experts.
Best regards.

Manual pga management for Batch processing.

I am curios.
I this link
http://download-east.oracle.com/docs/cd/B19306_01/server.102/b14237/initparams202.htm#sthref833
Oracle has a note saying:
SORT_AREA_SIZE is retained for backward compatibility.
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Is the Oracle Link saying that it will get rid of
sort_area_size maybe? (Since it says backward
compatibility)?Current direction is "self-manageability" and I'd say that older, manual, fine-tuning parameters are on their way out to support this direction....

Trade Promotion Management

Hi,
Can any one know where to find
1. Configuration related documentation or
2. End to end TPM process documents
The TPM process is not covered in any of the CRs and hence its difficult to configure in the system. Any quick inputs will be highly appreciated.
Regards
Dinesh

http://www.sap.com/industries/consumer/tradepromotion/index.epx
http://www.sap.com/industries/consumer/pdf/BWP_TradePromotion.pdf
http://www-1.ibm.com/industries/consumerproducts/doc/content/bin/sap_trade.pdf
http://whitepapers.zdnet.co.uk/0,39025945,60070456p-39000458q,00.htm
Hope it helps!
Bye,
Roberto

User status and System status for Trade Promotion

Hi all!
CRM 7.0 Web UI Trade Promotion Management.
I have a trade promotion with custom status already assigned and visible from WEB UI, Is it possible assigning to such TP also a standard status picked amongst TP system status?
Take into account that in the as is configuration we find in the same TP drop down list user status and system status.
2 questions:
1. How can I hide the system status?
2. It is possible to group together user status and system status? E.g. User status: fundrequest, inplanning, submitted...+ released (system status).

Hi Virginia Zitun,
Can you tell me how did you manage to solve the issue.
rgds,
Venkat

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Hi Gurus,
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Hi Leo,
The scenario with coupons / points is managed in SAP CRM and is part of Loyalty Management:
/people/bhushan.khadpe/blog/2008/11/13/sap-crm-70-loyalty-management-high-volume-execution
I am sorry to say that the indirect sales rebate, extended or not, will not solve your need.
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I'm looking for a clear description of how to integrate APO and CRM Trade Promotions Management.
Can anyone advise, please?

Hi Group APO,
You can follow the below link
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Trade promotion management for rebates processing

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