Promotion management config guide

8/13/2019 Promotion management config guide

http://slidepdf.com/reader/full/promotion-management-config-guide 1/19

EHP3 for SAP ERP6.0

August 2008English

735: PromotionManagement

SAP AGDietmar-Hopp-Allee 66!!0 "all#orf

$uil#ing $lo%& 'onfiguration Gui#e



German(



SAP Best Practices 735: Promotion )anagement* 'onfiguration Gui#e

Copyright

+ 'op(right 2008 SAP AG. All rights reser,e#.

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e(*

F à 7ariale entries

'XXX' à <ie# entries

[XXX] à Pushutton




Icons

Icon Meaning

'aution

Eample

ote or 1ip

Re%ommen#ation

S(nta

Typographic Conventions

Type Style escription

Example text "or#s or %hara%ters that appear on the s%reen. 1hese in%lu#e fiel#names s%reen titles pushuttons as /ell as menu names paths an#options.

'ross-referen%es to other #o%umentation.

Example text Emphasi:e# /or#s or phrases in o#( tet titles of graphi%s an# tales.

EA)P>E 1E1 ames of elements in the s(stem. 1hese in%lu#e report namesprogram names transa%tion %o#es tale names an# in#i,i#ual &e(/or#s of a programming language /hen surroun#e# ( o#( tet foreample SE>E'1 an# 4'>5DE.

Example text S%reen output. 1his in%lu#es file an# #ire%tor( names an# their pathsmessages sour%e %o#e names of ,ariales an# parameters as /ell asnames of installation upgra#e an# #ataase tools.

EXAMPLE TEXT e(s on the &e(oar# for eample fun%tion &e(s Bsu%h as F2 or theENTER &e(.

Example text Ea%t user entr(. 1hese are /or#s or %hara%ters that (ou enter in thes(stem ea%tl( as the( appear in the #o%umentation.

<Example text> 7ariale user entr(. Pointe# ra%&ets in#i%ate that (ou repla%e these/or#s an# %hara%ters /ith appropriate entries.

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Contents

3; Promotion )anagement* 'onfiguration Gui#e........................................................................6

Purpose........................................................................................................................................ 6

2 Preparation................................................................................................................................. .

2. PrereIuisites.........................................................................................................................

2.. 7ersion J Retail............................................................................................................

2... )aintain umer Range for Promotion....................................................................

2...2 )aintain umer Range for $onus $u(...................................................................8

2..2 7ersion 2 J "holesale....................................................................................................!

2..2. 'he%& 'ustomer )aster Data..................................................................................!

3 'onfiguration..............................................................................................................................0

3. 7ersion J Retail................................................................................................................ 0

3.. Promotion 1(pe Settings...............................................................................................0

3... Promotion 1(pe Settings J SAP Retail Store........................................................ .2

3..2 'on#ition 'reation 'ontrol for Promotion Dis%ount...................................................... 3

3..3 )essage Determination................................................................................................3

3..9 )aintain Promotion Allo%ation 1ale.............................................................................9

3.2 7ersion 2 - "holesale.................................................................................................... .....;

3.2. Settings for Promotion 1(pes........................................................................................;

3.2.2 'reate Promotion 1(pes for "holesale........................................................................;3.2.3 Promotion Determination in Sales r#ers.....................................................................6

3.2.3. )aintain Promotion Determination per Sales Area.................................................

3.2.3.2 )aintaining Promotion Determination per Sales Do%ument 1(pe.................... ......

3.2.9 Settings for Retail Pri%ing 5sing Pri%e >ists..................................................................8

3.2.9. Assign Pri%e 1ales................................................................................................8

3.2.; Default A%%ount Assignment......................................................................................... 8

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735 Promotion Management: Con!ig"ration#"i$e

% P"rpose1his #o%ument is inten#e# to %o,er the asi% %ustomi:ing settings reIuire# for retail promotionsan# /holesale promotions. "holesale promotions offer spe%ial pri%es to &no/n %ustomers/hereas retail promotions target anon(mous en# %ustomers in store.

4t is not ne%essar( to ma&e a##itional %ustomi:ing settings for the promotion s%enario in the retailse%tor. 1he retail promotion %an e %reate# an# suseIuent pro%essing %an e triggere#. 1hepro%ess %on%lu#es /hen the promotional mer%han#ise is re%ei,e# in stores.

4t is possile to generate a #eli,er( #ire%tl( from the allo%ation tale. 1o #o so please follo/ the

'ustomi:ing settings #es%ription further #o/n.

4n the /holesale in#ustr( retailers are en# %ustomers an# ha,e their o/n %ustomer masterre%or#s.

Promotions in the /holesale in#ustr( in,ol,e the follo/ing a%ti,ities*

• A%ti,ation of promotional pri%es for a pri%e list. 1he pri%e list is assigne# to a spe%ifi% group of

%ustomers. 1he promotional pri%e list pri%es are ,ali# for a spe%ifi% perio# of time. Alternati,el( pri%es %an also e a%ti,ate# for a #istriution %hain /hi%h is assigne# to its o/npromotion t(pe.

• Assigning spe%ial sales agreements to spe%ifi% promotions su%h as promotional #is%ounts for

in#i,i#ual %ustomers an# arti%les.

•

Assigning themes an# pro#u%t %atalogs to promotions.• Separate ,aluation of promotion an# normal sto%&

• Automati% #etermination of promotions Bpromotion numer an# promotion pri%es /hen sales

or#ers are %reate#.

• 5p#ating the sales #ata for promotional arti%les /hen in,oi%es are issue#.

• Re,erting promotion pri%es to stan#ar# pri%es /hen a promotion has epire#.

• 5sing anal(sis tools.

'ertain suseIuent fun%tions in,ol,e# in retail se%tor promotions are onl( a,ailale for sites an#site groups. As a %onseIuen%e these %annot e use# in the /holesale pro%ess.1hese suseIuent fun%tions are the allo%ation tale promotion announ%ement an# listing among

others.

1he promotion arti%les pri%es an# perio#s are #efine# /hen the promotion is %reate#.Depending on the type of promotion, the pri%es for a pri%e list or #istriution %hain are a%ti,ate#suseIuentl(. 4n the sales or#er the last ,ali# promotion numer %reate# for the arti%le unit ofmeasure #istriution %hain &e( is lo%ate# an# the promotion pri%es are #ispla(e#. Depen#ing onthe a%ti,ation t(pe the promotion pri%e of the in#i,i#ual arti%le is #etermine# /ith or /ithout thepri%e list. 1he pro%ess is %omplete# /hen the mer%han#ise an# illing #o%uments are sent to the%ustomer.

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Promotional #ata for eample for in#i,i#ual %ustomers %an also e e,aluate# using a %onne%te#$usiness 4nformation "arehouse B$" s(stem.

<or #etails on the 'ustomi:ing settings for general sales or#er pro%essing please refer to theC'ustomer $usinessC s%enario.

<or #etails on the 'ustomi:ing settings for retail promotions in the pri%e planning /or&en%hBPP" please refer to the 'onfiguration Gui#e of $uil#ing $lo%& 6 BKPri%e an# Re,enue)anagement )ar&#o/nL.

& Preparation

"il$ing loc(s

$efore (ou start installing this uil#ing lo%& (ou must install prereIuisite uil#ing lo%&s. <orinformation on the prereIuisite uil#ing lo%&s see the Mui%& Gui#e for installing Retail Blo%ate#on the D7D in RetailN5SODo%umentationORetailNMui%&NGui#eNEN5SN7603.#o%.

$efore (ou start installing this uil#ing lo%& the installation of the follo/ing uil#ing lo%&s mustha,e een %omplete#*

"il$ing loc( escription

0 Retail rgani:ation

&)% Prere*"isites

&)%)% +ersion % , -etail&)%)%)% Maintain ."m/er -ange !or Promotion

Define the numer range for promotions as follo/s*

. A%%ess the a%ti,it( using the follo/ing na,igation option*

Transaction co$e SPR

IM# men" SAP Reference IMG → Logistics - General → Retail Promotion →

Number Ranges, Promotions

2. 'hoose Displa Inter!als.

3. n the Displa Number Range Inter!als s%reen %he%& the follo/ing entr(*0iel$ name escription 1ser action

an$ val"es.ote

4nter,al no. 09

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0iel$ name escription 1ser actionan$ val"es

.ote

<rom numer 000000000 "hen using SAP PSintegration (ou nee# to appl(

numer range 000000000 to00000002;0 #ue to 4 7alue)apping reasons

1o numer 00000002;0

Et BEternal umerrange

.ot sele%te#

9. 4f the numer range #oes not eist %hoose "#ange inter!als an# a##the entr( as #es%rie# ao,e. 1hen sa,e (our entries.

;. 4n the net step (ou nee# to assign the numer range to the promotion t(pe Bsee 3..

&)%)%)& Maintain ."m/er -ange !or on"s "y

"hen using SAP PS integration a numeri% #esignation is reIuire# #ue to 4 7alue )appingreasons.



IM# men" SAP Reference IMG → Sales an$ Distribution → %asic &unctions

→ %onus %u → Maintain Number Ranges

2. 'hoose Displa Inter!als.

3. n the Displa Number Range Inter!als s%reen %he%& the follo/ing entr(*


.ote

4nter,al no. 0

<rom numer 000000000 ou nee# to appl( numer range22% to &52 #ue to 4 7alue)apping reasons

1o numer 00000002;0

Et BEternal numerrange

sele%te#

9. 4f the numer range #oes not eist %hoose "#ange inter!als an# a##the entr( as #es%rie# ao,e. 1hen sa,e (our entries.

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&)%)& +ersion & , holesale

&)%)&)% Chec( C"stomer Master ata

1se1he pri%e list is assigne# to the %ustomer in the %ustomer master #ata.1he #istriution %enter #eli,ering the mer%han#ise is maintaine# in the %ustomer master #ata asthe #eli,ering site.

Proce$"re


S4P CC men" Logistics→ Retailing → Master Data → E$it customers →

%usiness Partner → "ustomer → "#ange → Sales an$ Distribution

Transaction co$e 7D02

2. n the "ustomer "#ange' Initial Screen ma&e the follo/ing entries*

0iel$ name 1ser action an$ val"es .ote

'ustomer P'S-'30 P'S-'302

Sus%reen Sales Area

Sales rgani:ation 000 000

Distriution 'hannel 20 20

Di,ision 0 0

3. 'hoose "ontinue (Enter)*

9. n the "#ange "ustomer' General Data s%reen push the utton Sales Area Data.

;. )a&e the follo/ing entries on the Sales ta*

0iel$ name escription 1ser action an$val"es

.ote

Sus%reen Pricing+Statistics

Pri%e >ist P only for %ustomer P'S-'302

6. Go to the S#ipping ta an# ma&e the follo/ing entries*

0iel$ name escription 1ser action an$val"es

.ote

Sus%reen S#ipping

Shipping 'on#itions Empt(Returnpi%&-up

0 Stan#ar#

Deli,ering Site 7Q0

. Sa!e (our entries.

1he #eli,ering site %an also e assigne# in the Sales ,ie/ in the arti%le master #ata.

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3 Con!ig"ration

3)% +ersion % , -etail

3)%)% Promotion Type Settings

1se

1he promotion t(pe %lassifies the promotion from a te%hni%al point of ,ie/ an# is maintaine# in'ustomi:ing. 1he stan#ar# settings for a retail promotion are #eli,ere# in SAP Retail stan#ar#s(stem. 5suall( its not ne%essar( to %hange these settings.

1he follo/ing #efault #ata is maintaine# for the promotion hea#er*

- Promotion %ategor(

- 'on#ition t(pe group for pur%hasing

- 'on#ition t(pe group for sales

- >ea# an# follo/-up #a(s for pur%hasing %on#itions for the start an# en# of promotionsales

- Arti%le listing lea#-time for the start of promotion sales an# en# of promotion sales

- >ea# an# follo/-up #a(s for promotion announ%ement for the start of promotion sales

- >ea# #a(s for goo#s re%eipt at store efore start of promotion sales

- Allo%ation tale t(pe to %ontrol #efault for allo%ation tale item %ategor(

- Announ%ement %ategor( for %ontrolling message #etermination appli%ation an# s%hema

Proce$"re

. A%%ess the a%ti,it( using the follo/ing na,igation option*Transaction co$e SPR


Promotion pe

2. n the "#ange ie.' /Promotion tpe0' 1!er!ie. s%reen sele%t Promotion 1(pe 2223 (Promotion of sales)*

3. 'hoose the pushutton Details*

9. 'he%& enter (our settings as follo/s an# %hoose Sa!e after/ar#s*


.ote

Sus%reen 4e

Promotion 1(pe 0002 Promotion of sales

Promotion 'at. 0002 Promotion of sales

Sus%reen Stan$ar$ alues

Pln# %rrn%( 5SD






.ote

Sus%reen Price acti!ation

'reate PP %on#itions sele%t

'reate SP %on#itions sele%t

'reate D' %on#itions sele%t

Pri%e a%ti,at. t(pe 2 Site group

>ist group $ Arti%le* %oll. pri%e %al%. for org.le,els

>ist ,ariant 0 Stan#ar# Retail >ist 7ariant

Sus%reen "on$ition tpe groups

'on#. group pur%h. ;00 Promo 'on#itions

'on#. t(pe group SP 0006 Promo 'on#itions Sus%reen Reference for sales price $eterm*

SP sales organi:. 000 E Sales rg. P''

SP #is. %hannel 0 Store Sales

Sus%reen Sales Discount

'on#1(pe Dis%ount A02 Promo Dis%ount

'on#1(pe As.Dis%nt A09 Promo Dis%ount )D

Sus%reen Number range

o. range int. assgt. 09 Appl( numer range -2;0 /hen

using SAP PS integration #ueto 4 7alue )apping reasons

Sus%reen "ontrol

>ea#time pur%h. 0

<ollo/-on time Pur%h 2

>ea# time lstng 0

>ist follo/-up time ;0

Announ%em. lea# time 0

>ea#time store GR 9

Allo%. tl t(pe 000 Promotion allo% tl

Announ%em. %ategor( <00 Promotion announ%ement /oIt(. reIuest

Appli%ation "$ Retail Promotion

)essage s%hema R1$0 utput J Promo Announ%ement

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3)%)%)% Promotion Type Settings , S4P -etail Store

Proce$"re




Promotion pe

2. n the "#ange ie.' /Promotion tpe0' 1!er!ie. s%reen sele%t Promotion 1(pe SA02 BProm.notif. /.reIst.

3. 'hoose the pushutton Details.



.ote

Sus%reen 4e

Promotion 1(pe SA02 Prom. notif. /.reIst

Promotion 'at. 000 'ompan( a#,. paper


'reate PP %on#itions sele%t

'reate SP %on#itions sele%t

'reate D' %on#itions sele%t

Pri%e a%ti,at. t(pe Site

>ist group A rg. le,els* %oll. pri%e %al%. forarti%les

>ist ,ariant 0 Stan#ar# Retail >ist 7ariant


'on#. group pur%h. ;00 Promo 'on#itions

'on#. t(pe group SP 0006 Promo 'on#itions


o. range int. assgt. 0

o. range et. assg. AA

Sus%reen "ontrol

>ea#time pur%h. 0

<ollo/-on time Pur%h 2

>ea# time lstng 30

>ist follo/-up time 30

Announ%em. lea# time ;






.ote

>ea#time store GR 3


Announ%em. %ategor( G00 Promotion announ%ement /ithIt(. reIst.

Appli%ation "$ Retail Promotion

)essage s%hema R1$0 utput J Promo Announ%ement

3)%)& Con$ition Creation Control !or Promotion isco"nt

Proce$"re




"ontrol for "on$ition ables for Promotion Discount

2. )a&e sure the follo/ing entries eist*

Con$ition type 6rganiational level 4rticle iscnt8evel Ta/le

A02 02 0 009

A02 02 02 009

A09 02 0 009

A09 02 02 009

3)%)3 Message etermination

Prere*"isites

1he promotion t(pe has alrea#( een %reate#.

Proce$"re


Transaction Co$e SPR

IM# Men" SAP Reference IMG 5 Logistics - General 5 Retail Promotion 5Message Determination 5 Single Messages 5 Assign Sc#ema toDocument pe

2. 'hoose Execute assignment .

3. 'he%&enter (our settings as follo/s*

Promo Type escription Schema escription





0002 Promotion of sales R1$0 utput - Promo Announ%ement

SA02 Prom. notif. /.reIst R1$0 utput - Promo Announ%ement

ac(gro"n$

Here a promotion t(pe is assigne# to a s%hema for Promotion announ%ement. 1he promotiont(pe is sele%te# automati%all(T the message s%hema must simpl( e assigne#.

-emar(s

1his setting %an e seen as an option to the #ire%t entr( of the message s%hemas in the #etail ofthe promotion t(pe.

3)%)9 Maintain Promotion 4llocation Ta/le

1se

1he item %ategor( %lassifies the items in the allo%ation tale a%%or#ing to t(pi%al usinesstransa%tions Bfor eample allo%ation out of sto%&.

1he s(stem %an generate a #eli,er( for a sto%& transfer as a follo/-on #o%ument of the allo%ationtale.

Proce$"re



IM# men" SAP Reference IMG → Materials Management → Purc#asing →

Allocation → Allocation able → Allocation able pes

2. n the "#ange ie. /Allocation table tpes0' 1!er!ie. s%reen sele%t Allocation ablepe 6222 (Promotion alloc tbl)*




Sus%reen 4e


Sus%reen %us* transaction

4tem %ategor( G 5se /arehouse sto%& B5> J #eli,er(

Sus%reen "alc* rules

Roun#ing ' Roun# off

Split remain#er ' Remain#er to site /ith smallestIuantit(

Sus%reen Store communication






otif. 'ategor( A o notifi%ation

Pro%e#ure R1A0 utput Allo%ation 1ale otif.

Appli%ation "A Allo%ation 1ale

Sus%reen ec#nical "ontrol

4tem umer 4nter,al 0

o.range int.assgt. 0

3)& +ersion & holesale

3)&)% Settings !or Promotion Types

1seou ma&e the most important settings for the promotion in the promotion t(pe in 'ustomi:ing."holesale-spe%ifi% promotion t(pes are %reate# to ta&e a%%ount of spe%ial features an#restri%tions in %omparison to the retail se%tors promotion t(pes. <or /holesale promotions foreample onl( sales %on#itions are %reate# no pur%hase pri%e #etermination ta&es pla%e in thepromotion an# no %ontrol parameters are reIuire# for the allo%ation tale listing et%.

1/o promotion t(pes ha,e een %reate# for /holesale promotions. 1he main #ifferen%e et/eenthe t/o is the ,alue in the UPri%e A%ti,ation 1(peU fiel#. 1he first /holesale promotion t(pe haseen set to V3 Bfor a pri%e list /hereas the se%on# promotion t(pe has een set to V9 Bfor a#istriution %hain. All other settings are i#enti%al.

3)&)& Create Promotion Types !or holesale

Proce$"re




Promotion pe

2. n the "#ange ie. /Promotion tpe0' 1!er!ie. s%reen sele%t Promotion pe 2227(8#ols*promo $*c#ain for %ustomer P'S-'30 or Promotion pe 2229 (8#ols*prom*pricelist) for %ustomer P'S-'302.




P'S-'30 P'S-'302

Sus%reen 4e

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Promotion t(pe 000; 0006 "hols.promo #.%hain "hols.prom.pri%e list

Promotion 'at. 0002 0002 Promotion of sales Promotion of sales

Sus%reen Stan$ar$ alues

Pln# %rrn%( 5SD 5SD


'reate SP%on#itions

sele%t sele%t

Pri%e a%ti,at. t(pe 9 3 Distriution 'hain Pri%e >ist

PP #eterm.seIuen%e

09 09 4ntera%ti,e entr( B/opri%e #etermin.

4ntera%ti,e entr( B/opri%e #etermin.

>ist group A A rg. le,els* %oll.pri%e %al%. for arti%les

rg. le,els* %oll. pri%e%al%. for arti%les

>ist ,ariant 0 0 Stan#ar# Retail >ist7ariant

Stan#ar# Retail >ist7ariant


'on#.t(pe groupSP

0020 0020 Sales Deal Sales Deal

Sus%reen Reference for sales price $eterm*

SP sales organi:. 000 000 E Sales rg. P'' E Sales rg. P''

SP #is. %hannel 20 20 "holesale "holesale


'on#.t(pe groupSP

0020 0020 Sales Deal Sales Deal


o. range int.assgt.

02 02

o. range et.assg.

AA AA

3)&)3 Promotion etermination in Sales 6r$ers

1se'ertain 'ustomi:ing settings are reIuire# efore promotions %an e #etermine# in sales or#ers.Promotion #etermination must e a%ti,ate# for the #istriution %hain an# sales #o%ument t(pe toensure that the promotion numer is #etermine# automati%all( /ith the %urrent promotion pri%es/ithin the sales or#er. "hen (ou enter the sales or#er the retail promotion numer is #etermine#using the follo/ing three &e( %riteria* arti%le sales unit an# #ate.





3)&)3)% Maintain Promotion etermination per Sales 4rea

Proce$"re




Promotion Determination in Sales 1r$er Processing → Maintain

Promotion Determination per Sales Area

2. n the "#ange ie. /Maintain Promotion Determination per Sales Area' 1!er!ie. s%reen ma&e %he%& the follo/ing sets of entries*

0iel$ name Col"mn %Sales organiation

Col"mn &istr) Channel

Col"mn 3ivision

Col"mn 9Promo$etermination

Entr( 000 20 0 sele%t

3. 'hoose Sa!e*

1o s/it%h from the Displa to the "#ange ie. use pushutton "#ange -: Displa .

3)&)3)& Maintaining Promotion etermination per Salesoc"ment Type

Proce$"re



S4P IM# SAP Reference IMG → Logistics - General → Retail Promotion →

Promotion Determination in Sales 1r$er Processing → Maintain

Promotion Determination per Sales Document pe

2. n the "#ange ie. ;Maintain Promo*+Recei!ing Pnt Deter* per Sales Doc* pe0 s%reen ma&e %he%& the follo/ing sets of entries*

0iel$ name Col"mn %Sales oc"ment Type

Col"mn &4"to) Promo $etermin)

Col"mn 34"to) receiving pt)$etermin)

Entr( R sele%t Do not sele%t

3. 'hoose Sa!e*

Promotion #etermination must e a%ti,ate# for the sales area as /ell as for the sales#o%ument t(peW

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3)&)9 Settings !or -etail Pricing 1sing Price 8ists

3)&)9)% 4ssign Price Ta/les

Proce$"re



IM# men" SAP Reference IMG → Logistics - General → Retail Pricing →

Sales Price "alculation → "ontrol Data for Pricing able an$ Data

%ac<up→ Assignment of "on$ition ables

2. n the "#ange ie. /Allo.e$ pricing le!els0' 1!er!ie. s%reen ma&e %he%& thefollo/ing sets of entries*

0iel$ name Col"mn %Sales pr)

schema

Col"mn &4pplication

Col"mn 3Con$ition Type

Col"mn 9Pricing level

Col"mn 5Ta/le

Entr( ""S003 7 PRA0 03 Bpri%e list 006

Entr( 2 ""S003 ) PA00 03 Bpri%e list 08

3. 'hoose Sa!e*

$( assigning the %on#ition tales in this step (ou %ontrol /hi%h %on#ition tales/ill e #etermine# ( the s(stem to store the promotional pri%es per promotional%on#ition t(pe. 1he assignment is reIuire# for the three pri%ing le,els #istriution%hain #istriution %hainsite an# #istriution %hainpri%e list. 1he entries for the pri%e

list /ere a##e#.

3)&)5 e!a"lt 4cco"nt 4ssignment

1se

1he purpose of this a%ti,it( is to eten# the #efinition of automati% a##itional a%%ount assignmentsfor postings to primar( %ost elements.

Proce$"re



IM# men" SAP Reference IMG → "ontrolling → "ost "enter Accounting →

Actual Postings → Manual Actual Postings → E$it Automatic

Account Assignment

2. )a&e sure the follo/ing entr( eists B'ompan( 'o#e 'ost Element an# 'ost 'enter*





CoC$ Costlem)

4rIn CostCtr

6r$er Pr!Seg Pro!itCtr

4cctassignment$etail

4cctassignt$etail

000 990020 60

+ SAP AG P ! f !

Promotion management config guide

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Transcript of Promotion management config guide