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Overlap Check in CRM trade promotions can be used to identify similar trade promotions created for an the same time range. The purpose is to flag potential overlaps early to avoid similar or identical trade promotions being released simultaneously.

Overlap Check Types

Direct Overlap Check

This type of check looks for direct attribute matches, such as identical products. A direct overlap check is triggered when a specific event and status combination occurs. The result is displayed as message in the trade promotion.

The direct overlap check is triggered 2 ways:

  • Any event for TPM_OVERLAP_CHECK_HANDLER defined in the status driven events customizing is reached:

    SAP Customizing Implementation Guide

    Customer Relationship Management

    Trade Promotion Management

    Basic Data

    Define Status-Driven Events

  • Overlap check is triggered manually

     

Since the direct overlap check is depending on the status driven event customizing, a warning message or an error that prevents saving can be raised. This is depending on the message type defined in the status driven event customizing. 

Hierarchical Overlap Check

This type of check looks for overlaps with hierarchical dependencies in addition to direct matches. The hierarchical overlap check consumes much more time, therefore the hierarchical overlap check can scheduled as job only. The hierarchical overlap check is executed by scheduling report RCRM_MKTPL_TPM_OVERLAPS.

 

The hierarchicaly overlap check for example does not only check the direct match in the account dimension but also checks for any account hierarchies and target groups containing a certain account.

 

 

 

Overlap Check Dimensions

 

The dimensions considered for the overlap check are defined in the following customizing:

 

SAP Customizing Implementation Guide

Customer Relationship Management

Trade Promotion Management

Trade Promotions

Overlap Checks

Define Attributes

The following trade promotion dimensions are available for the overlap check:

 

The following example is based on the customizing:

With having this customizing in place the trade promotions are validated against the following dimensions to get the overlaps:

Account, product, date, trade promotions type

 

Trade promotion 2 has a different planning account, hence no overlap is dedected.

Trade spends are not considered in this scenario, so similar trade promotions with having different trade spends will be considered as overlapping. Therefore trade promotion 3 is dedected as overlap since all relevant dimensions are overlapping.

Trade promotion 4 has a different trade promotion type, hence no overlap is dedected.

Status Dimension

 

Trade promotions in any status defined in the following customizing are considered for the overlap check:

 

SAP Customizing Implementation Guide

Customer Relationship Management

Trade Promotion Management

Basic Data

Define Status-Driven Events

 

Any trade promotion having a status defined with the event handler TPM_OVERLAP_CHECK_HANDLER at the event BEFORE_SAVE will be considered for the overlap check. That means that the trade promotion calls the overlap check, and is used as a candidate for the overlap check.

 

As an example with the following customizing trade promotions with status I1004 'Released', I1122 'Approved' and I1123 'In process' will be considered for the overlap check:

With the following customizing all trade promotions (included TPs with status I1001 'Created' and I1008 'Finished' are considered for the overlap check, since there is no status defined:

Having this setting in place may cause performance issues since the status is not considered for the overlap check.

 

Overlap Check Result

 

The result from the hierarchical overlap check is available in the WEB UI under Trade Promotion Reports.

This shows the result from the report RCRM_MKTPL_TPM_OVERLAPS executed by the log on user. The result is taken from table CRMD_MKTPLTP_ORI and displayed accordingly.

 

The overlap results are displayed for the logon user. With having the following note in place the result can be displayed for different users as well:

 

2282968 - TPM : Overlap report should display user independent overlaps in WebUI

 

Customizing

The customizing related to overlap check is available with the following customizing path:

 

Customer Relationship Management
Trade Promotion Management
Trade Promotions Overlap Checks

 

The customizing path 'Define Attributes' defines the attributes considered for the overlap check. 

Only attributes defined in this customizing are considered for the OVL check.

 

The customizing 'Define Additional Date Ranges for Overlap Checks' is used for defining additional date ranges considered for the OVL check. The TP planning dates are checked per default, any date types listed in this customizing are checked in addition.

 

The customizing 'Define Overlapping Trade Promotion Types' is used for defining cross TP type checks. TPs from the same TP type are checked per default, TPs of any different TP type need to be defined in this customizing to be considered for the OVL check.

In that example TPs from type 0001 are checked against any TPs from type 0001 and 0002.

 

Defining the status dimension for the OVL check requires the correct event handling in the following customizing:

 

Customer Relationship Management
Trade Promotion Management
Basic Data
Define Status-Driven Events

 

BAdIs

The BAdI CRM_MKTPL_TPM_OVL provides interface method GET_OVERLAPS to return overlapping TPs from the candiate list. The BAdI can be accessed from the following customizing:

 

Customer Relationship Management
Trade Promotion Management
Trade Promotions Overlap Checks
Business Add-Ins (BAdIs)
BAdI: Overlap Checks

 

Known issues

 

Known issues for the TPM overlap check are solved with the following SAP notes:

 

Issues related to the overlap check execution

 

2124902 Product Category overlap check does not skip excluded PCat

2118492 Trade Promotions Overlap check does not check sales dependent product hierarchies

2099485 The values of selection parameters are cleared during trade promotion overlap creation

1940765 No overlap detected after status changed to approved

1898310 Enhanced overlap check for trade promotions

 

Issues related to BAdI CRM_MKTPL_TPM_OVL

 

2425529 - Trade Promotion BAdI CRM_MKTPL_TPM_OVL, method GET_OVERLAPS has always same value for input parameter IR_OBJECT_ITEM

Issues related to overlap messages

 

2225952 Overlap check does not display any error message on WebUI

2071333 Persistent messages cause exceptions after upgrade

UI Issues

 

2277848 Expand All and Collapse all buttons are missing in Trade Promotion Overlap Report on Web UI

 

 

 

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