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Process

 

In trade promotions many different processes are driven by trade spends. Conditions generation, funds management integration and purchase integration are driven by trade spends.

 

 Trade spends are to be entered in the planning assignment block in the trade promotion.

 

Trade spends are linked to the trade promotion type. A certain trade promotion type, has different trade spends for selection. This depends on the customizing.

 

When creating a new trade promotion - and not yet having a trade promotion type assigned, no trade spends can be selected.

Depending on the conditions generation type (determinded from the trade promotion type and sales area data in the trade promotion) different types of spend type, spend category, spend method are available.

Retroactive Trade Spends

 

A past dated trade promotion (with having the end date earlier than today's date) has so called retroactive trade spends assigned. With having business function CRM_TPM_1 activated it is controlled via the customizing whether it is allowed to process retroactive trade spends. There is a check if off-invoice trade spends exist in the trade promotion. When off-invoice trade spends with dates in the past already exist, there is the following design:

 

  • Retro-Active Trade Spend Allowed
    • Past dated off-invoice trade spends can be added
    • Products can be added for past dated trade spends
  • Retro-Active Trade Spend not Allowed
    • Off-invoice trade spends with dates in the past must not be added or processed
    • Effective dates for products that are in the past must not be added

 

The design is documented in the following KBA:

 

2181744 - Error "Cannot add or modify retroactive off-invoice trade spend "in Trade promotion with Retroactive Dates

Customizing

 

Trade Spend Customizing

 

The trade spends need to be created in the following customizing:

 

Customer Relationship Management

Trade Promotion Management

Trade Promotions

Trade Spends

Define Trade Spends for Values

 This customizing contains the different spend type, spend category and spend method and discount method combinations.

 

Retroactive Trade Spends are configured in the following customizing:

 

Customer Relationship Management

Trade Promotion Management

Trade Promotions

Trade Spends

Define Sales Areas for Off-Invoice Check

Retroactive TS are enabled per sales area.

If enabled, this design is followed.

Conditions Customizing

 

The trade spends are linked to the conditions generation type. This needs to be done in the following customizing:

Customer Relationship Management

Trade Promotion Management

Trade Promotions

Condition Maintenance

Define Condition Generation

 The trade spends available for selection are linked to the conditions generation type.

 

The following customizing is required for determining the conditions generation type.

Customer Relationship Management

Trade Promotion Management

Trade Promotions

Condition Maintenance

Assign Condition Generation Types

 This customizing assignes a condition gerneration type for each combination of trade promotion type and sales area of the trade promotion.

 

Known Issues

 

There are some known issues related to trade spends in CRM Trade Promotions. Those are solved with the following notes:

 

Trade Spend Selection

 

1957640 - Spend type dropdown list not filtered when condition generation type has no trade spends associated to it.

1932489 - Duplicate Spend Types in drop downs on the TPM planning view

 

 

BPS Planning Integration

 

1997931 - Lump Sum Value leaved in DSO after Trade Spend Deletion

1539478 - Assigning values to percentage Trade Spends from TPM

 

Trade Spend Overview

 

2103997 - Wrong spend value is updated for a percent spend type in the spend overview grid

 

Delete Trade Spends

 

Trade Spends can be deleted for any Trade Promotion that is not yet released. For released Trade Promotions, Trade Spends can be deleted only if the TP start date is not yet reached - those TPs are considered as future trade promotions.

 

There is an issue with the TP assignment BAdI not being called on deleting Trade Spends in released, future Trade Promotions:

 

2279428 - TPM: BADI is not called while deleting Trade spends for future TPs with released status

 

Language Issues with TS descriptions

 

Trade Spend related warning or error messages are not translated properly in any language other than English. Those issues are solved with the following SAP notes:

 

1669999 - No translation of trade spend combination check messages

2295146 - No translation of Trade Spend combination check messages

 

Retroactive Trade Spends

 

Known Issues related to retroactive TS are solved with the following SAP notes:

 

2048557 - Retro Off-Invoice Check not triggering error or warning message when spend value is changed in a Trade Promotion.

2330806 - Retroactive tradespend check error not raised when releasing promotion with start date in the past

2341603 - Trade Promotion: Releasing retroactive promotion – incorrectly generates conditions for retroactive tradespends

2358173 - Conditions are not generated properly for retroactive trade spends - Side effects of SAP note 2341603

 

 

 

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