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SAP ECC 6.00

December 2007

English

R35: PromotionManagement

SAP AGDietmar-Hopp-Allee 1669190 Walldorf

Building Block Configuration Guide



Germany



SAP Best Practices R35 Promotion Management: Configuration Guide

Copyright

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Icons

Icon Meaning

Caution

Example

Note or Tip

Recommendation

Syntax

Typographic Conventions

Type Style Description

Example text Words or characters that appear on the screen. These include fieldnames, screen titles, pushbuttons as well as menu names, paths andoptions.

Cross-references to other documentation.

Example text Emphasized words or phrases in body text, titles of graphics and tables.

EXAMPLE TEXT Names of elements in the system. These include report names,program names, transaction codes, table names, and individual keywords of a programming language, when surrounded by body text, for example, SELECT and INCLUDE.

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Example text Exact user entry. These are words or characters that you enter in thesystem exactly as they appear in the documentation.

<Example text> Variable user entry. Pointed brackets indicate that you replace these

words and characters with appropriate entries.

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Contents

R35 Promotion Management: Configuration Guide ....................................................................................6

1 Purpose ................................................................................................................................................ ....6

2 Preparation ...............................................................................................................................................7

2.1 Prerequisites ............................................................................................................................... .......7

2.1.1 Building Blocks ............................................................................................................................7

2.1.2 Version 1 – Retail....................................................................................................................... .7

2.1.3 Checking the Standard Promotion Type Settings ....................................................................... .7

2.2 Version 2 – Wholesale ...................................................................................................................... .9

2.2.1 Check Customer Master Data ......................................................................................................9

3 Configuration ................................................................................................................................. .........10

3.1 Version 1 – Retail.............................................................................................................................10

3.1.1 Maintain Promotion Allocation Table .........................................................................................10

3.2 Version 2 - Wholesale .............................................................................................................. ........11

3.2.1 Settings for Promotion Types .....................................................................................................11

3.2.2 Create Promotion Types for Wholesale ................................................................................... ..11

3.2.3 Promotion Determination in Sales Orders ..................................................................................12

3.2.3.1 Maintaining Promotion Determination per Sales Area .........................................................12

3.2.3.2 Maintaining Promotion Determination per Sales Document Type .......................................13

3.2.4 Settings for Retail Pricing Using Price Lists ...............................................................................13

3.2.4.1 Assign Price Tables .............................................................................................................13

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R35 Promotion Management: Configuration Guide

1 PurposeThis document is intended to cover the basic customizing settings required for retail promotions andwholesale promotions. Wholesale promotions offer special prices to known customers, whereas retailpromotions target anonymous end customers in store.

It is not necessary to make additional customizing settings for the promotion scenario in the retail sector.The retail promotion can be created and subsequent processing can be triggered. The process concludeswhen the promotional merchandise is received in stores.

It is possible to generate a delivery directly from the allocation table. To do so, please follow theCustomizing settings description further down.

In the wholesale industry, retailers are end customers and have their own customer master records.

Promotions in the wholesale industry involve the following activities:

• Activation of promotional prices for a price list. The price list is assigned to a specific group of customers. The promotional price list prices are valid for a specific period of time. Alternatively, pricescan also be activated for a distribution chain which is assigned to its own promotion type.

• Assigning special sales agreements to specific promotions, such as promotional discounts for individual customers and articles.

• Assigning themes and product catalogs to promotions.

• Separate valuation of promotion and normal stock

• Automatic determination of promotions (promotion number and promotion prices) when sales ordersare created.

• Updating the sales data for promotional articles when invoices are issued.

• Reverting promotion prices to standard prices when a promotion has expired.

• Using analysis tools.

Certain subsequent functions involved in retail sector promotions are only available for sites and sitegroups. As a consequence, these cannot be used in the wholesale process.These subsequent functions are the allocation table, promotion announcement and listing, among others.

The promotion articles, prices, and periods are defined when the promotion is created. Depending on the

type of promotion, the prices for a price list or distribution chain are activated subsequently. In the sales

order, the last valid promotion number created for the article / unit of measure / distribution chain key islocated and the promotion prices are displayed. Depending on the activation type, the promotion price of the individual article is determined with or without the price list. The process is completed when the

merchandise and billing documents are sent to the customer.

Promotional data, for example for individual customers, can also be evaluated, using a connectedBusiness Information Warehouse (BW) system.

For details on the Customizing settings for general sales order processing, please refer to the "Customer Business" scenario.

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For details on the Customizing settings for retail promotions in the price planning workbench (PPW)please refer to the R16 Building Block Configuration Guide (“Price and Revenue ManagementMarkdown”).

2 Preparation

2.1 Prerequisites

2.1.1 Building Blocks

Before you start installing this building block, the installation of the following building blocks must havebeen completed:

Building Block Description

R01 Retail Organization

2.1.2 Version 1 – Retail

Use

You can check all the standard settings and change them, if required. The most important settings aremaintained in the promotion type in Customizing.

Here you indicate for how many days the purchase conditions are valid before the promotion starts andafter the promotion ends.

You also define default values, for example, for how many days before and after the promotion the

promotion articles remain listed. The lead-time listing setting determines when the assortment list iscreated. The articles can be delivered as of this date. The setting for the listing follow-up time defines thevalidity period during which, for example, any price changes can be loaded to the POS system.

2.1.3 Checking the Standard Promotion Type Settings

Procedure

1. Access the activity using the following navigation option:

Transaction code SPRO

IMG menu SAP Reference IMG → Logistics - General → Retail Promotion →

Promotion Type

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2. On the Change View: “Promotion type”: Overview screen, select Promotion Type 0002 (Promotion of sales).

3. Choose the pushbutton Details.

4. Check / enter your settings as follows and choose Save afterwards:

Field name Description User actionand values Note

Subscreen Key

Promotion Type 0002 Promotion of sales

Promotion Cat. 0002 Promotion of sales

Subscreen Price activation

Create PP conditions select

Create SP conditions select

Create DC conditions select

Price activat. type 2 Site group

List group A Org. levels: coll. price calc. for articles

List variant 01 Standard Retail List Variant

Subscreen Reference for sales price determ.

SP sales organiz. 1000 Sales Org.

SP dis. channel 10 Store Sales

Subscreen Number range

No. range int. assgt. 02

No. range ext. assg. AA

Subscreen Control

Leadtime purch. 20

Follow-on time Purch 2

Lead time lstng 20

List follow-up time 50

Announcem. lead time 10

Leadtime store GR 4

Alloc. tbl type 1000 Promotion alloc tbl

Announcem. category F Promotion announcement

Message schema RTBN01 Output – Promo Announcement

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3 Configuration

3.1 Version 1 – Retail

Use

The item category classifies the items in the allocation table according to typical business transactions(for example, allocation out of stock).

The system can generate a delivery for a stock transfer as a follow-on document of the allocation table.

3.1.1 Maintain Promotion Allocation Table

Procedure



IMG menu SAP Reference IMG → Materials Management → Purchasing → Allocation → Allocation Table → Allocation Table Types

2. On the Change View “Allocation table types”: Overview screen, select Allocation Table Type 1000 (Promotion alloc tbl).



Field name User action and values Note

Subscreen Key

Alloc. tbl type 1000 Promotion alloc tbl

Subscreen Bus. transaction

Item category G Use warehouse stock (UL – delivery)

Subscreen Calc. rules

Rounding C Round off

Split remainder C Remainder to site with smallestquantity

Subscreen Store communication

Notif. Category A No notification

Procedure RTAN01 Output Allocation Table Notif.

Application WA Allocation Table

Subscreen Technical Control

Item Number Interval 10

No.range int.assgt. 01

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3.2 Version 2 - Wholesale

3.2.1 Settings for Promotion Types

Use

You make the most important settings for the promotion in the promotion type in Customizing.Wholesale-specific promotion types are created to take account of special features and restrictions incomparison to the retail sector’s promotion types. For wholesale promotions for example, only salesconditions are created, no purchase price determination takes place in the promotion, and no controlparameters are required for the allocation table, listing, etc.

Two promotion types have been created for wholesale promotions. The main difference between the twois the value in the 'Price Activation Type' field. The first wholesale promotion type has been set to ‘3’ (for aprice list), whereas the second promotion type has been set to ‘4’ (for a distribution chain). All other settings are identical.

3.2.2 Create Promotion Types for Wholesale

Procedure



IMG menu SAP Reference IMG →Logistics - General →Retail Promotion

→Promotion Type

2. On the Change View “Promotion type”: Overview screen, select Promotion Type 0005 (Whols.promod.chain) for customer PCS-C301 or Promotion Type 0006 (Whols.prom.price list) for customer PCS-C302.




PCS-C301 PCS-C302

Subscreen Key

Promotion type 0005 0006 Whols.promo d.chain Whols.prom.price list

Promotion Cat. 0002 0002 Promotion of sales Promotion of sales

Subscreen Price activation

Create SPconditions

select select

Price activat.type

4 3 Distribution Chain Price List

Subscreen Condition type groups

Cond.type groupSP

0020 0020 Sales Deal Sales Deal

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Subscreen Number range

No. range. Ext.assg.

AA

3.2.3 Promotion Determination in Sales Orders

Use

Certain Customizing settings are required before promotions can be determined in sales orders.Promotion determination must be activated for the distribution chain and sales document type to ensurethat the promotion number is determined automatically with the current promotion prices within the salesorder. When you enter the sales order, the retail promotion number is determined using the followingthree key criteria: article, sales unit and date.

3.2.3.1 Maintaining Promotion Determination per Sales Area

Procedure



IMG menu SAP Reference IMG →Logistics - General →Retail Promotion →

Promotion Determination in Sales Order Processing →MaintainPromotion Determination per Sales Area

2. On the Change View “Maintain Promotion Determination per Sales Area: Overview screen, make / check

the following sets of entries:

Field name Column 1Sales organization

Column 2Distr. Channel

Column 3Division

Column 4Promo determination

Entry 1000 20 01 select

3. Choose Save.

To switch from the Display to the Change View use pushbutton Change -> Display .

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3.2.3.2 Maintaining Promotion Determination per Sales DocumentType

Procedure



SAP IMG SAP Reference IMG → Logistics - General →Retail Promotion →

Promotion Determination in Sales Order Processing →MaintainPromotion Determination per Sales Document Type

2. On the Change View „Maintain Promo./Receiving Pnt Deter. per Sales Doc. Type” screen, make / checkthe following sets of entries:

Field name Column 1Sales Document Type

Column 2Auto. Promo determin.

Column 3Auto. receiving pt. determin.

Entry SO select Do not select

3. Choose Save.

Promotion determination must be activated for the sales area as well as for the sales document type!

3.2.4 Settings for Retail Pricing Using Price Lists

3.2.4.1 Assign Price Tables

Procedure



IMG menu SAP Reference IMG →Logistics - General →Retail Pricing →Sales

Price Calculation →Control Data for Pricing Table and Data Backup→ Assignment of Condition Tables

2. On the Change View “Allowed pricing levels”: Overview screen, make / check the following sets of entries:

Field name Column 1Sales pr. schema

Column 2Application

Column 3Condition Type

Column 4Pricing level

Column 5Table

Entry 1 WWS003 V PRA0 03 (price list) 006

Entry 2 WWS003 M PR00 03 (price list) 018

3. Choose Save.

By assigning the condition tables in this step you control which condition tables will be determined bythe system to store the promotional prices per promotional condition type.

The assignment is required for the three pricing levels distribution chain, distribution chain/site, anddistribution chain/price list. The entries for the price list were added.

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