Strategic Sales

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Table of content

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Table of content
1 Strategic Sales
1.1 Assortment
1.1.1 Operational Assortment Planning and Control
1.1.2 Assortment Management
1.1.2.1 Assortment Processing
1.1.2.1.1 Assortment Processing
1.1.2.2 Assortment User Assignment Maintenance
1.1.2.2.1 Assigning Assortment Users
1.1.3 Assortment Modules
1.1.3.1 Assortment Module Maintenance
1.1.3.1.1 Creating Assortment Modules
1.1.3.2 Assortment Module Assignment Maintenance
1.1.3.2.1 Assigning Assortment Modules
1.1.4 Creating Assortments for New Sites
1.1.5 Multiple Assignment of Assortments to Sites
1.1.5.1 Upgrading to Multiple Assignments of Assortments to Sites
1.1.6 Listing Conditions
1.1.7 Listing Windows
1.1.8 Listing Procedures
1.1.9 Basic Listing Procedures
1.1.9.1 Merchandise Category/Assortment Grade Check
1.1.9.2 Classification Check
1.1.9.3 Layout Check
1.1.10 Subsequent Listing for Articles
1.1.11 Transfer and Distribution of Assortment and Assortment Module Da
1.1.11.1 IDoc Types for Distributing Assortment and Assortment Module Dat
1.1.11.1.1 IDoc Type ASSORTMENT01 for Assortments
1.1.11.1.2 IDoc Type ASSMOD01 for Assortment Modules
1.1.11.1.3 IDoc Type LIKOND01 for Listing Conditions
1.1.12 Layout
1.1.12.1 Layout Module Maintenance
1.1.12.2 Fixtures
1.1.12.3 Layout Module Version Maintenance
1.1.12.3.1 Where-Used List for Articles in Layout Module Versions
1.1.12.3.2 Reorganizing Layout Module Versions
1.1.12.4 Layout Workbench
1.1.12.4.1 Layout Workbench: Entry via Site
1.1.12.4.2 Layout Workbench: Entry via Layout Modules
1.1.12.4.3 Layout Workbench: Entry via Assortment
1.1.12.5 Listing via Layout
1.1.12.5.1 Automatic Relisting Using Change Documents
1.1.12.6 Delta Layout Modules
1.1.12.7 Assortment: Transfer and Distribution of Layout Modules
1.1.12.7.1 Assortment: IDoc Types for Distributing Layout Modules
1.1.12.7.1.1 Assortment: IDoc Type LAYMOD01 for Layout Modules
1.1.12.8 Interface for Space Management Systems (LO-MD-RA)
1.1.13 Removing an Article From Assortments
1.1.14 Exception Analysis for Assortments and Automatic Article Discont
1.1.15 Automatic Listing Correction
1.1.16 Deleting Listing Conditions for Distribution Centers
1.1.17 Incompleteness Log and Post-Run Update of Article Master Data
1.1.18 Analytical Reports for Assortments
1.1.19 Assortment List
1.1.19.1 Assortment List Message Types
1.1.19.2 Message Creation Assortment List
1.1.19.3 Splitting the Print Run from the IDoc Run
1.1.19.4 Assortment List Version Management
1.1.19.5 Assortment List Generation
1.1.19.5.1 Manually Requesting Assortment Lists
1.1.19.5.2 Deleting Assortment List Versions

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1.1.19.5.3 Displaying the Assortment List Cycle
1.1.19.6 POS Outbound Reports for Assortment Lists
1.2 Product Catalog
1.2.1 Product Catalog Processing
1.2.1.1 Product Catalog Processing
1.2.2 Product Catalog Basic Data and Pricing
1.2.3 Product Catalog Layout
1.2.4 Authorizations
1.2.5 Generic Articles, Variants, and Sets
1.2.6 Article Selection for Product Catalogs
1.2.7 Catalog Codes and Article Order Numbers
1.2.8 Catalog Text
1.2.9 Multimedia Objects
1.2.10 Status and Export Information
1.2.11 Internet Product Catalog and Internet Online Store
1.2.12 Product Catalog and Online Store on the Internet (LO-MD-AM)
1.3 Season
1.3.1 Markdown Planning
1.3.1.1 Markdown Rules
1.3.1.1.1 Markdown Rule Processing
1.3.1.1.1.1 Markdown Rule Processing
1.3.1.2 Markdown Types
1.3.1.3 Markdown Plans
1.3.1.3.1 Markdown Planning
1.3.1.3.1.1 Creating a Markdown Plan
1.3.1.4 Activating Markdown Price Phases and Monitoring the Results
1.3.1.5 Exception Analysis and Automatic Creation of Markdown Plans
1.3.1.6 Importing Markdown Planning Data into the SAP System
1.3.1.7 Season: Currency Conversion in Markdown Planning
1.3.2 Markdown Profile Assignment
1.3.2.1 Article Selection
1.3.2.2 Worklist
1.3.2.3 Profile Assignment
1.3.2.4 Reorganizing Profile Assignments
1.4 Promotion
1.4.1 Basic Data for Promotions
1.4.2 Assigning Articles to a Promotion
1.4.2.1 Changing Quantities for Generic Articles and Varia
1.4.2.2 Promotion Processing
1.4.2.2.1 Creating a Promotion
1.4.2.2.2 Definition of a Higher-Level Promotion
1.4.2.2.2.1 Assignment of Promotions to a Higher-Level Promotion
1.4.3 Assortment Modules and Store Groups for Promotions
1.4.4 Promotion Pricing Controls
1.4.4.1 Defining Site Groups
1.4.5 Conditions and Agreements for Promotions
1.4.6 Free Merchandise Promotions
1.4.7 Coupons and Bonus Buys
1.4.8 Promotion Discount
1.4.8.1 Assignment of Discounts to Article Hierarchy Nodes
1.4.9 Promotion Validity Periods (Retail and Wholesale)
1.4.10 Exception Analysis and Automatic Promotion Creation
1.4.11 Promotion Data Transfer Between the SAP System and External Syst
1.4.12 Maintaining Promotion Data in a Multiuser Environment
1.4.13 Promotion Status
1.4.14 Subsequent Processing in Promotions
1.4.15 Supply Source Determination for Promotions
1.4.16 Activating Promotion Prices
1.4.17 Split Valuation for Promotion Merchandise
1.4.17.1 How Split Valuation Is Controlled
1.4.17.1.1 Example Using Valuation Categories and Types
1.4.17.2 Split Valuation and Inventory Management for Promotions

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2 Business Objects and BAPIs in Pricing 1.5.2.3.1 Calculating Sales Prices 1.3.22 Displaying Promotion Data 1.3.5.1 Creating Price Families PUBLIC © 2014 SAP SE or an SAP affiliate company.5.1 Two-Step Pricing-Procedures 1.2 Price Point Rounding 1.2 Procedure for Sales Price Calculation 1.2 Sales Price Determination 1.Basics 1.5.2.2.1.1 Supply Source Determination 1.4.5 Pricing 1.17.1.4.3.3 Split Valuation and Revenue Posting for Promotions 1.4.19 Promotion Announcements 1.4.1.1 Purchase Price Determination 1.1.20 Replenishment Planning Involving Promotions 1.3.2.18 Logistical Variants in Promotions 1.3.5.7 Price Calculation for Price Families 1.3.3.3.5.5.1.1 Condition Technique in Calculations and Price Determination 1.1 Access Sequence for Determining Price Point Groups 1.3.1 Split Valuation Example 1.5.17. Page 4 of 100 .7.1 Sales Price Calculations .5.4.4.6 Price Calculations for Generic Articles and Variants 1.2.5. All rights reserved.4.5.5.3.23 Promotions: Currency Conversion 1.5.2.3 Sales Price Calculation 1.3.3.3 Two-Step Calculation for Stores 1.3.1.5.5 Calculating Prices For Site Groups 1.1.5.4.5.1.3.4 Calculating Prices for Site Price Lists 1.3.5.5.5.21 Integration of Promotion and Product Catalog Functions 1.1 Planned Markups 1.3.

Product Catalog The Product Catalog component allows you to plan not only printed product catalogs and flyers. margins or mark-ups. Assortment lists allow sites to be kept up to date about new purchasing master data and about changes to existing data. The Promotion Management component is a powerful tool that integrates all aspects of promotions in the logistics chain. Caution SAP recommends that you use the automatic listing procedures (for example. you can manually assign articles to assortment modules and then in turn assign the modules to assortments. Page 5 of 100 . An interactive screen allows the user to change various elements. helping to draw customers into the stores. Articles can be automatically assigned directly to assortments as a result of checking rules during article maintenance or assortment maintenance functions. This includes markdown planning and the careful monitoring of revenues based on markdowns as well as special material handling. the system automatically generates listing conditions for each valid combination of article and assortment.1 Strategic Sales Strategic Sales comprises a number of different functions that are normally used in the head office. This determines the timeframe during which sites can procure and sell the articles. you also specify a listing period. When you create listing conditions. for example. By assigning assortments to sites you control which assortments — and which articles — a store can purchase or sell. Pricing Consumer prices for articles can be calculated by the Pricingcomponent based on the purchase price. This is referred to as the listing process. A site cannot purchase or sell an article that is not contained in one of its assortment. In addition: If you want to Then you must use Create assortment modules specifically for promotions Promotion component Determine whether certain wholesale customers can purchase certain articles Customer Master Data component PUBLIC © 2014 SAP SE or an SAP affiliate company. All rights reserved. and Site Master Data components.1 Assortment Purpose This component allows you to create merchandise assortments and assortment modules and assign articles to them. but also CD-ROM catalogs and HTML pages for the World Wide Web. In both cases. Listing articles manually or creating assortment modules manually requires significant processing time and can have a severe impact on system performance. Alternatively. The assortment list contains all the articles that can be procured for a site and the most important data pertaining to them. Integration Strategic sales offers the following functions: Assortment Assortment management allows you to determine for every site and for every article which site will be able to procure which articles during which periods. Promotion Promotions are used by retailing companies as a way of standing out from the competition in an aggressively priced market. Integration To create assortments. in the integrated article maintenance function) to establish listing conditions. Price Planning Price Planning allows you to plan sales price changes within the following processes in a uniform working environment: Rule-based markdown controlling Promotion Manual price change More Information Sales 1. Advertising is an important factor in retailing. Article Master Data. Implementation Considerations This component is required for SAP Retail. you must also configure the Merchandise Category. and recalculate prices on a real-time basis. Season Seasonal merchandise requires special handling. rather than creating assortment modules or listing procedures manually in the assortment function in order to establish listing conditions.

Caution Once you enable multiple assignment in a productive system. As a result. it will result in errors. To obtain the best possible merchandise distribution among the stores. Evaluate sales performance of various assortments. Implementation Considerations Fiscal Year Settings Because fiscal year variants are not automatically synchronized between SAP Business Intelligence (BI) and the ERP system. Constraints This component does not: Create merchandise categories. both for delivery to the stores and putaway quantities for the distribution center. This allows you to account for different sales rates at different stores within during a season (“then pull scenario”). PUBLIC © 2014 SAP SE or an SAP affiliate company. You can also define prepacks. you must maintain the same fiscal year variants in both systems. However. or automatic assignment using predefined listing procedures Ability to search for articles that are nearing the end of their valid listing periods and determine whether or not to extend the listing Ability to determine whether articles delivered to a site for which they are not listed should be automatically listed (“subsequent listing”). For new materials.1 Operational Assortment Planning and Control Purpose Fashion merchandise typically has a short life cycle and long lead times. All rights reserved. the materials are usually planned once. you would need to create an appropriate analysis in the Retail Information System using flexible planning. These are transferred from the ERP system via a Business Add-In (BAdI). this requires some additional programs to be run during implementation. ordered and sent to the stores (“first push scenario”). valid for rack jobbers or for the duration of a specific promotion) Creation of exclusion modules (articles not allowed to be sold in certain stores) in order to prevent inadvertent listing of articles Ability to assign the same assortment modules to multiple assortments (copy feature) Automatic assortment correction when changes in article master data affect assortments Ability to either list a generic article and thereby automatically include all variants. or any articles in the entire assortment. Page 6 of 100 . You enter the Customizing data separately in each system using the following IMG paths: ERP system : Financial Accounting Financial Accounting Global Settings Fiscal Year Maintain Fiscal Year Variant BW: SAP NetWeaver SAP Business Information Warehouse General BW Settings Maintain Fiscal Year Variants Caution The Operational Assortment Planning and Control application does not read the fiscal year variants from BI. However. or left to the user to decide at time of goods receipt Procedures for discontinuing articles (disabling them but keeping them in the database) and deleting them (removing them from the database) Ability to block purchases from a specific supplier by deleting the entire assortment for that supplier. you can also specify additional colors or sizes. not listed and therefore returned to the supplier. or brand new materials for which no information exists yet. That is controlled by the Merchandise Category component. separate sizes for misses’ and women’s clothing departments) Choice of manual assignment of articles to assortments. you can specify the materials and quantities you wish to order. You can have the system control whether the customers can receive only those articles in their assigned assortments. if the fiscal year variants in each system are not identical. To do this. See also: Article Master 1. If you enable multiple association in Customizing. or have the checking take place through a user exit. In Customizing you can specify whether you want to allow multiple assignment of assortments to sites. It uses the ones stored in ERP system Customizing. you can hold stock in reserve at the distribution center. or list only some variants of an article (for example.1. You can also display Open-to-Buy statistics here. then have the stores requisition supplies as needed. With Operational Assortment Planning and Control (OAPC). or restrict assignments to a 1:1 combination of site and assortment. you create a purchasing list and add materials to it – either materials that already exist in the ERP system. PRICAT materials you have received from vendors via IDocs. It is possible to upgrade from an older release of the ERP system and be able to use the multiple assignment function. To do this.Features Creation of standard assortments for different sites Assignment of assortments to assortment users Creation of assortment modules and assignment to assortments Creation of specialized or temporary assortment modules (for example. and affects how assortments are configured. Ability to associate customers with assortments when creating customer orders or deliveries by having the system check the article listings. reduces the number of listing conditions that need to be created. general assortments can be assigned to sites and/or customers. you can no longer return to the 1:1 assignment restriction. This speeds processing time.

2. the system lists the errors and allows the user to skip over them and proceed with the copy. Page 7 of 100 . the system checks assignment to make sure there are no problems. This local assortment is site-specific and cannot be assigned to any other site. 1.Authorization Objects W_RFAPC_GN : Allows users to create. Mass functions are available for assigning customers to assortments (using assortment maintenance functions and radio buttons). It is also possible to delete an assortment. Listing checks use only the characteristics defined here. Assortment Management takes account of these differences and offers a variety of tools to allow any combination of article assortments as well as the structuring of article assortments for wholesale. You can decide whether or not you want the system to perform validity checks before copying. The following types of assortment are available: Local assortments These are designated as type A for stores and type B for distribution centers. subsequent listing is possible. provided you have activated the multiple assignment flag in Customizing. The scope of functions available is determined by the category of assortment user. Currently. The assortments of a site consist of all the articles in which it trades. the system automatically creates a local assortment which it then assigns to the site. goods movements and supply sources.1. while others demand assortments unique (for example) to each store. without being involved in any goods movements or marketing activities of individual distribution chains Different sales and distribution strategies are possible. maintain. independent of central purchasing policy Local autonomy is possible for sites and distribution chains Flexible supply sources are supported The assortment management demands of retailers differ greatly. there are the following categories of assortment users: Retail sites Stores Distribution centers Customers In Retail. General assortments General assortments can be assigned to any number of customers. If an article is not listed it cannot be procured for a site. then before the copy process is confirmed. They can also be assigned to any number of stores and distribution centers.) It is possible to copy all listed articles from assortment to another. However. The following graphic shows the relationship of assortments to assortment users: The main tasks of Assortment Management for retail sites and customers are: Determining the articles that may be sold in a store at POS.2 Assortment Management Use An assortment is an object to which articles are assigned for a specific time frame (validity period).1. as it will not exist in the site’s article assortment or in the store’s merchandise management system.1 Assortment Processing Purpose This business process allows you to create general assortments. (See Subsequent Listing for Articles . PUBLIC © 2014 SAP SE or an SAP affiliate company. When you create a site (store or distribution center). Some require identical assortments in all areas. This assignment can be made either directly of via assortment modules. This has the following advantages: The central purchasing division in a company can function independently. If there are. All rights reserved. or display purchasing lists W_RFAPC_RL : Allows users to release purchasing list items or delete purchasing lists 1.1. In this case. Assortments can be grouped together in the Classification System using SAP class type 047. or else stop and otherwise resolve the problems. An assortment user must be assigned to an assortment before it can use the articles in that assortment for its various business functions. The results of this assignment are listing conditions that form the basis for a variety of reports. Adding these articles to the article assortment that is assigned to this store’s distribution center Determining the distribution centers via which articles are distributed when stores are to be supplied from the warehouse Determining the stores in which articles are to be sold at the point of sale Determining the articles which are to be included in the customer‘s assortments Features Assortment Management has been designed to be independent of all purchasing and vendor constraints. with one or more assignments for each sales area. the most important assortment user is the retail site. Each site has exactly one local assortment.

1. All rights reserved. then assortment users can be stores. 5. If multiple assignment is not active. 1. 1. 1. Optional: Define a listing procedure to check the results of the listing process. each site has exactly one local assortment. distribution centers. If such a check is carried out. In the Create Assortment Initial Screen .1. you can assign each merchandise category an assortment grade and/or an internal (system-side) assortment priority. to year 9999.1 Assortment Processing In Assortment Processing. 1. 4. If required. You save the assortment. Choose Merchandise categories and assign the merchandise categories to the assortment. then assortment users can only be customers. Enter the distribution chain in which this assortment is to be used. but you can assign as many additional general assortments to the site as desired. 1. You define the assortment. 6. 8. 1. Note The “customer assortment” assortment category is predefined because store and distribution center assortments are created in Site Maintenance directly and can only be maintained in Assortment Processing with limitations. Procedure 1. Process Flow 1. The validity period starts with the current date and is open ended. you merely have to specify the layout in question. Set the flag for creating listing conditions. for example. Optional: Set the flag for listing all merchandise categories even if errors occur when the listing is checked.1. each site has exactly one local assortment. You can define the assortment grade and the assortment priority for the assigned assortments. You can create assignments using either the assortment maintenance transaction (for sites or customers) or the assignment maintenance transaction (only for PUBLIC © 2014 SAP SE or an SAP affiliate company.2.2.1 Assigning Assortment Users Use In Assortment Processing you can assign general assortments to assortment users. If it is not set. This process depends on whether or not the Customizing flag is set for multiple assignment of assortments to sites: If it is set. Process flow 1. enter a new assortment. 9. You assign assortment users to the assortment.2. 2. you can create general assortments and assign merchandise categories. or customers. and no other assortments can be assigned to it. 7. distribution centers. You assign the merchandise categories that belong in the assortment.1.1. 10. Notes and Remarks Local assortments for stores and distribution centers are automatically created in Site Maintenance during background processing and are then assigned directly to the store or distribution center concerned. listing control parameters and distribution chain. You save the assortment. Page 8 of 100 . You define the assortment and specify its validity.This process depends on whether or not the Customizing flag is set for multiple assignment of assortments to sites: If it is set. Give the assortment a key and a name. 3. then these general assortment can be subsequently assigned stores. or customers. Optional: Set a flag to specify that the system should only carry out listing checks on a layout assigned to the assortment. If it is not set.2 Assortment User Assignment Maintenance Purpose This business process allows you to assign general assortments to assortment users. Notes and Remarks If multiple assignment is active. Save your entries. then these general assortment can only be assigned to customers. Assign an assortment status.2.

assortment grade. all its variants are included. An assortment can have several assortment modules assigned to it. You can. The following applies to creating assortment modules: Various module categories are available to you. Page 9 of 100 . The same procedure applies for structured articles (prepack. Save your entries. When a generic article is included in a module. diverse ones. Specify the assortment and the assortment user (either site or customer plus sales area. choose Edit New entries . if desired. Procedure (assortment maintenance transaction) 1. still allow you to apply assortment rules. Local module Local modules are a special type of standard module. 1. Procedure (assignment maintenance transaction) 1.3 Assortment Modules Definition An assortment module is a group of articles. of course. Article parameters (such as merchandise category. also be listed. however. restricted assortments than in large. The following are examples: Core assortment of brand-name coffees ("all stores") Extended version of that assortment ("only in large stores") Special coffee assortment ("only in specialty stores") Assortments can be determined on the basis of rules if articles are to be assigned on an individual basis rather than via a group of similar articles. Both procedures are described below. brand name goods). Both individual articles and generic articles (or variants of a generic article) can be entered in the items of a module. This method of assigning articles does. Assortment modules are also not as user-friendly as assortment determination on the basis of rules. Select a site from the right tree structure and drag-and-drop it over to the desired assortment in the left tree structure. a list of assortments and the sites to which they are already assigned. all its variants are included in the module.sites). and on the right. the system checks whether the same variant already exists as part of a generic article in the module. Assortment modules are more effective in small. Structure The following assortment module types exist: Standard module Articles are grouped according to freely-definable criteria as standard modules. Examples might include household cleaners or women’s blouses. set. a list of sites. 1. The system displays two tree structures: on the left. too. rank the assortments in order of importance to the customer. When a generic article is entered. characteristic values and layout) are automatically compared against assortment parameters. Individual variants of a generic article can. If a variant is listed separately in this way. Use There are basically two ways to assign articles to assortments so that they can be managed in distribution centers or stores or for customers: Articles are assigned to assortment modules created specially for the purpose Articles are assigned to suitable assortments on the basis of rules defined in various functions and are thereby also assigned to the relevant assortment users You would generally create assortment modules to group together articles that have a relatively long life cycle or that are fairly uniform enterprise-wide or that need to be grouped together for a specific purpose (such as a promotion). if desired. Standard modules are normally used to define articles that are to be listed on a relatively long-term basis in the same way (for example. thus ensuring flexible assortment maintenance. 1. define a listing procedure for the SD documents. All rights reserved. display) and their components. In the selection screen you can enter different criteria to select the assortments for which you want to maintain assignments. They are only valid for one assortment and cannot be assigned to any other assortment.1. In the assortment maintenance initial screen. This method is most suitable for assortments that have a short life cycle or are extremely diverse or extensive. 1. Exclusion module PUBLIC © 2014 SAP SE or an SAP affiliate company. Save your entries. thus eliminating the need to decide for every new article the assortment to which it should belong. too. enabling article assortments to be formed automatically on the basis of assortment strategies. You can. which can be assigned to any assortments. but they are only used internally by the system. Assortment modules are created automatically with this method. 1.

If an article is contained in an exclusion module item. conversely. Profile module items are not articles but listing conditions. 1. whether manually or automatically (on the basis of rules)." You can assign this directly to one assortment. a layout module is created and articles are assigned to it.3. the Layout Workbench. First. You should only create assortment modules in exceptional cases. Module for value contracts in SD In SD.3. enter the module type and a module number or have the system issue a number for you. In Assortment Module Create: Initial Screen .1 Assortment Module Maintenance Purpose This business process allows you to define assortment modules. Articles are grouped together to form assortment modules so that the following can be defined: Distribution chain-specific assortments Promotion assortments Core assortments. Assortment listings determined automatically on the basis of rules are contained in profile modules. PUBLIC © 2014 SAP SE or an SAP affiliate company. There is a special transaction in SD for creating these modules (WSV2). Then the layout module is assigned to assortments and sites. or other listing transactions. If you wish to use an existing module as a reference . Page 10 of 100 . Rack jobber module Rack jobber modules are modules for which vendors take over the delivery and presentation of articles in stores themselves. Rather. you also need to enter the name of this module under Reference . but are generated as a byproduct of layout modules assigned to assortments. though. this means that it will not be listed for the assortments to which the exclusion module is assigned during the validity period.1. A rack jobber module can be assigned to exactly one vendor. You assign the required articles to the assortment module. you should allow the system list them automatically via Article Maintenance. The new shelf module is then assigned to the assortment. for example. You define a name. just like standard modules. These modules can also be used in assortment functions. They reflect the layout.1.1. Assortment modules are groupings of articles that are to be listed together in assortments. One (and only one) profile module is created for each assortment and merchandise category. Process flow 1. an assortment module containing specific articles has been created and is ready to be assigned to assortments. You have the option of choosing the module type "local module. 3. a vendor may have several rack jobber modules. Notes and Remarks For information on assortment module maintenance. they are always a direct product of article maintenance.1 Creating Assortment Modules Procedure To create an assortment module. so that you can analyze sales and revenue information specific to articles maintained by rack jobbers. You can do this directly for individual articles or you can use a worklist. See also: Articles: Generic Articles and Variants 1. the validity period and (for local modules or for changing modules) the listing procedure for the assortment module. At the end of this process. These cancel the listing of the articles contained in them. see the assortments information in the Implementation Guide (IMG). 2. of merchandise in a shelf for space management purposes. You specify a module type and either issue a module number yourself or have the system issue one. Shelf module (not directly maintainable) These modules are not created manually. article lists for value contracts are maintained with the aid of assortment modules. You define the validity period for the articles and also the assortment priority for each article. Promotion module Articles that are to take part in a promotion can be grouped together in a promotion module. All rights reserved. proceed as follows: 1. This allows a promotion to run at different times in different regions.It is possible to avoid listings which would result in unwanted assignments by using exclusion modules. the priority. Whent the articles within the layout module are then listed. A promotion can be assigned several modules that in turn can be assigned separately to different assortments. the system automatically generates a shelf module and makes an entry in table WSOH. 4. supplementary assortments. Each assortment consists of the contents of the assortment modules assigned to it. Caution Manual creation of assortment modules is not recommended. An article that is listed in a rack jobber module cannot be listed in any other module. Profile module (not directly maintainable) These modules are not created manually. or configuration. etc. Articles in rack jobber modules are handled separately in POS.

Only active assortment modules can be assigned. If errors occur during the assignment process. 3. (Propose article). If errors occur when listing rules are checked. Save your entries. 1. the system will now check the assignment. enter the date from which the assignment is to be valid. 2. The customers (in the wholesale sector) who can buy the articles in the assortment. PUBLIC © 2014 SAP SE or an SAP affiliate company. Process Flow 1. An article can be listed in more than one assortment module. 1. this data will be copied to all the items. Profile modules are created directly in Article Maintenance or in individual listing functions and cannot be processed further here. 1.1 Assigning Assortment Modules Procedure To assign assortment modules to assortments.1. Notes and Remarks Promotion modules cannot be created via this menu path. choose Propose art. Specify a listing procedure for stores and for distribution centers in the two fields provided for this purpose. In the Date field. If you are creating a local module. If you do this at header level. You can only skip errors if you have the appropriate authorization and if the communication profile of the assortment allows it. Enter the module you wish to assign in the Screen: Assortment Assignment: Maintain . A local module is valid for one assortment only. Enter a short text for the module. 4. Skip the errors or do not assign the articles. which contains rules against which the system can check the listing. You assign the required assortments to the assortment module.Caution You cannot change a local module / assortment assignment. The process of assigning assortment modules to assortments results in the articles in the module being listed in that assortment. store or distribution center assortments are created in Site Maintenance. enter your selection criteria in the window which appears and copy the articles selected to the items. You specify a listing procedure. please see the assortments information in the Implementation Guide (IMG).3. For information on listing procedures and the assignment of assortment modules to assortments. you have to decide whether you want to assign the module completely (with all the articles). Notes and Remarks You must create assortments first before attempting to assign them to a module. using the assortment strategy of your company as a basis. 2. In principle. this defines: The distribution centers via which the articles in the assortment are to be distributed. if desired. Choose Continue . the articles containing errors are displayed in a further window. At the end of this process. You may be asked at this point if you wish to activate the module now. 1. To do this. It is still possible to specify different data for individual items. Page 11 of 100 . You can. every assortment module (except for profile and local modules) can be assigned to more than one assortment owner. The listing procedure influences the result of the listing process. Note You can also generate a worklist for the assignment process in the Items screen. The stores in which the articles in the assortment are to be sold (point of sale). however. an assortment module has been assigned to one or more assortments and the validity period of this assignment has been maintained. enter under Items the articles you wish to assign to this module and pressENTER . You can do this individually or using a worklist. You cannot decide whether to assign individual articles. proceed as follows: 1. You define the assortments of the assortment users (stores / distribution centers / customers) in which the articles in the assortment module(s) are to be listed. You can create customer assortments manually. 3. they can only be created in Promotions. 1. it determines how the assignment to assortments is checked. You specify the validity period for the assignment of the assortment module to the assortments. 2. provided one site has been assigned to the assortment in question. select the articles you do not wish to appear in the module and choose Edit Delete item . Specify the listing period and the assortment priority of the module.3. All rights reserved. If the assortment is also assigned to an assortment user (store / distribution center / customer).2. 2. 3.2 Assortment Module Assignment Maintenance Purpose This business process allows you to assign assortment modules to specific assortments so that the articles in these assortment modules can be listed in the assortments.1. You decide whether to set the flag for listing individual articles.

Note
The listing procedure for stores also applies to customers.
1. If you mark the checkbox by the ListSupplySite field, you can also list the supplying sites for all articles which can be procured via a
warehouse/distribution center.
2. Choose Continue .
3. A new screen appears, in which you can enter the assortments.
4. You can specify an individual validity period for each assortment. If you do not specify an individual validity period, the system will copy the validity from
the header data. You can enter the assortments individually or generate a worklist in one of several ways:
If you choose
Assignment All assortments
, a separate window appears where you can select individual assortments or all of them. Choose
Copy to copy the assortments that you have selected.
If you choose
Assignment Open assignments,
a separate window appears where you can select the assortments with open assignments.
Choose Copy to copy these assortments.
If you choose
Assignment Sort by distribution chain
, a separate window appears where you can select specific distribution chains. Choose
Copy to copy the distribution chains you have selected, and thereby all the assortments that belong to them.
If you choose
Assignment Site groups
Not hierarchical
, a separate window appears where you can select site groups. Choose Copy to copy
the general site groups you have selected, and thereby all the assortments that belong to them.
If you choose
Assignment Site groups
Hierarchical
, a separate window appears where you can select site groups. Choose Copy to copy the
hierarchical site groups you have selected, and thereby all the assortments that belong to them.
If you choose
Assignment Assortment groups
, a separate window appears where you can select assortment groups. Choose Copy to copy
the hierarchical assortment groups you have selected, and thereby all the assortments that belong to them.
The system will now check the assignment.

Note
If errors occur when the assignment is checked against the listing rules, each article affected in the specified assortment module is displayed in an
additional window, along with the assortment that has errors and the reason for the error. You can skip all the errors and assign the whole assortment
module.
In the resulting list, distribution centers are displayed in a distinguishing color.
1. Set the flag for individual article listing.
2. You can, if desired, select the assortments that you do not wish to assign to the module and choose Delete item or Delete all items.
3. Save your entries.

1.1.4 Creating Assortments for New Sites
Use
Articles can be listed for assortments in various ways:
Via the Layout Workbench
Initiated directly in the article maintenance screen
Via special functions for specific manual article assortment maintenance
Via changes in assortments (representing retail sites) that influence assortment make-up
Via merchandise allocation or promotions (implicit listing)
In addition, if you are opening new stores or other sites and want to create assortments for them quickly, you can choose one of the following options:
You can build up the new site's assortment by adding articles from existing merchandise categories already assigned to it and executing transaction
WSM8.
You can assign the contents of other assortments to the new site. Depending on whether the Customizing flag is set for multiple assignment of
assortments to sites:
If it is not set, you simply copy the content (assigned articles) of an entire assortment into the local assortment of the new site.
If it is set, you can assign already existing general assortments to the new site. This causes all articles in these assortments to be valid for the new
site. For the local assortment, you can copy listing conditions from various other assortments or generate them using the listing procedures.

Activities
Adding Merchandise Categories to an Assortment
You specify one or more merchandise categories and add them to the target assortment. For each combination of article and assortment, the system checks
the existing listing conditions. If an article does not exist in the target assortment, the system will use one of the listing procedures to list the article.

Note
On the selection screen, you can choose one or more assortments and one or more merchandise categories to be used as sources. For performance
reasons, it is strongly suggested that you select a range of assortments but very few merchandise categories at a time, rather than a few assortments and
many merchandise categories.
Copying Article Assignments of an Existing Assortment to a New Assortment

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If the new assortment will contain the same articles as one of your existing assortments, you need only copy the listing conditions from the source
assortment. This is only meaningful, if the multiple assignment customizing flag is not set.
The source assortment may have several assortment modules assigned to it. When you copy one assortment to the other, in essence you are creating the
same assignments in the target assortment. So, for example, if the source assortment has modules A, B, and C assigned to it, the target will also have
modules A, B, and C assigned to it.
You can run the assortment copy program either online or in batch mode: In either case, the system checks to make sure there are no problems, which would
prevent the listing.
Online: Once you specify the source and target assortments, the system will display all assortment modules assigned to the source; you can then
choose which modules you wish to copy. If, during the program run, the system detects any errors, it lists the errors and allows you to skip over them
and proceed with the copy, or else stop and otherwise resolve the problems.
Batch mode: Listing proceeds automatically, with all articles being copied from the source assortment to the target. Only those articles, which pass the
listing check error-free, will be listed.

1.1.5 Multiple Assignment of Assortments to Sites
Use
Large retailers and retailers in a high-growth period may open, on average, a new store every other day or even more frequently. The store opening process is
critical because it can be the first impression a retail chain makes in a new market. Therefore this process requires simple and efficient maintenance, including
the setup of the new store's master data as well as its initial ordering.
In Customizing you can specify whether you want to allow multiple assignment ( n:m) of assortments to sites, or restrict assignments to a 1:1 combination
of site and assortment. If you enable multiple association in Customizing, general assortments can be assigned to sites and/or customers. That is, a site may
have several different assortments, and an assortment may be assigned to several different sites. Because articles are listed for assortments (not for sites),
the listing conditions that are created are valid for all the sites assigned to this assortment. This results in much easier maintenance of assortment data, a
significant reduction in the number of listing conditions that need to be stored in the database, and better system performance.
When a site is created, the system automatically creates a local, site-specific assortment for it.
With the 1:1 assignment restriction, each site has exactly one local assortment and cannot be assigned to any other assortments.
With the new n:m assignment , each site still has exactly one local assortment, but can be assigned to as many other assortments as desired.
To streamline this process, you can divide stores into logical groups, based on criteria you choose: for example, geographical location, size, or demographics.
For each group you create, you can (optionally) select one store as a reference site for the group. When you open a new store and add it to that group, it
automatically inherits all the master data (including assortment data) defined in the reference site. Essentially you create a pointer from the new store to the
reference site. Whenever data in the reference site changes, it is automatically transferred to all stores within the group.
A site cannot have more than one reference site. An assortment can be assigned to only one distribution chain.
The screen for maintaining assignments of assortments and sites is divided into the following areas:
Area for selecting assortments
A tree structure showing assortments and the stores to which they are assigned
A tree structure showing available sites
This provides a overview of the current assignments so you can better choose which additional assignments to make. You create assignments by draggingand-dropping an assortment over to the site area, or a site over to the assortment area as appropriate
Exclusion modules are normally used for local assortments, enabling you to create exceptions for certain articles and for subsequent listings. You can use
exclusion modules for general assortments as well.

Prerequisites
In Customizing for General Control, Retail Master Data , you can enable the n:m assignment of sites to assortments by selecting the Multiple Assignment
is Active flag.

Caution
Once you set this flag in the productive system, you can no longer switch back to the 1:1 assignment restriction.
SAP provides programs for customers upgrading from an older release of the ERP system and wanting to implement the n:m assignment.

1.1.5.1 Upgrading to Multiple Assignments of Assortments to Sites
In previous SAP ERP releases, you were restricted to an 1:1 assignment of assortments to sites. This means, that each store has exactly one assortment,
and each assortment can be assigned to exactly one store. In the current release, you can choose between the previous 1:1 assignment and the new n:m
assignment. This less restrictive assignment enables you to copy the assortment of an existing reference site to other stores, for example, for new store
openings. Furthermore, it allows you to fine-tune a store’s offering by adding one or more general assortments to it.
Upgrading from single assignments (1:1) to multiple assignments ( n:m ) should be undertaken only after careful consideration and with the involvement of an
experienced consultant. This is because changing the assignment method impacts all aspects of the listing process.

Process
In Customizing for General Control of Retail Master Data , select the Multiple Assignment is Active flag.
Once you set this flag in the productive system, you can no longer switch back to the old 1:1 assignment restriction.

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Create general assortments as needed using transaction WSOA1.
Assign these general assortments to your sites according to your business requirements (transaction WSOA6).
Run the listing program for all of the general assortments you have created (transaction MM42 or transaction WSM8).
To streamline performance and eliminate any duplicate assignments that may have been created during the above steps, run the following two reports:
Transaction WSUP1, to check each site to see whether any article has been listed both, in the site’s local assortment and any general assortments
assigned to it. All such duplicate or overlapping assignments are shown in the report. You can then choose to delete those listing conditions in the local
assortment.
Transaction WSUP2, to check each site to see whether its local assortment or any of its general assortments are assigned to the same assortment module. If
so, the assignments are redundant in the local assortment, and you can delete them.

1.1.6 Listing Conditions
Use
The assignment of the individual articles to assortments is recorded in what are called listing conditions . These listing conditions contain the following:
The periods of time for which an article is to be assigned to an assortment
Inclusive or exclusive assignment (that is, whether an article is to be listed or excluded from listing)
The number of the module which caused the listing conditions to be generated
Whether the listing is for a promotion listing
Whether the module is assigned to a rack jobber
Whether an article is listed as a component of a structured article
In the case of manual listing using manually created assortment modules, the system creates listing conditions based on the assignment of the assortment
module to an assortment.
In the case of automatic listing, the system uses listing rules to create listing conditions.

1.1.7 Listing Windows
Use
The period of time for which an article is listed for an assortment is called a listing window. The maximum time span of the window is defined by:
Valid-from date of the article
Deletion date of the article
Within this maximum time span, you can create smaller time frames by manually creating listings through module item maintenance, or through automatic
listing by entering the listing time frames
The listing window defines the availability of an article for certain functions in an assortment and therefore in the assortment users (such as a retail site)
assigned to the assortment. In a site, the listing window defines when merchandise listed can be ordered. Purchase orders can only be generated if their
planned delivery date falls within the period defined by the listing window.
If SD sales orders or deliveries are linked to the SAP Retail listing check function and the assortments are assigned to customers, the listing window also
defines in these sales documents whether or not a customer can order an article.

1.1.8 Listing Procedures
Use
Listing procedures determine how the system checks the assignment of articles to assortments (and thereby to the stores, customers, or distribution centers
using those assortments).
There are two methods of using listing procedures:
Manual assignment of assortment modules to assortments.
Automatic assignment of articles using predefined rules.
Listing procedures control the result of the listing process. They allow a high level of flexibility in Assortment Management.

Caution
SAP recommends that you use the automatic listing procedures in the integrated article maintenance function (as opposed to creating assortment modules
or listing procedures manually in the assortment function) in order to establish listing conditions. Listing articles manually or creating assortment modules
manually requires significant processing time and can have a severe impact on system performance.

Integration
To make it easier to use the listing procedures offered by the system, the following can be predefined:
In Customizing you can define whether the listing procedure maintained for the local assortment in the listing view of the site maintenance screen will
have priority over the listing procedure selected by the user during the listing transaction. This procedure is always used for the assortment, and the

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it can be assigned to both assortments 1 and 3. A listing procedure is defined for assortments and overrides the listing procedures entered in Assortment Planning. Although all stores may carry audio equipment. However. 1. The basic listing procedures are: B1 : Merchandise category/assortment grade check B2 : Classification check B3 : Layout check In addition. as shown below: Assortment 1 contains all kinds of blouses Assortment 2 contains only store branded blouses Assortment 3 contains only designer label blouses Since the new blouse is a designer label.1.9. Separate authorizations can be defined for each listing procedure. One listing procedure can be defined as the standard procedure (this procedure automatically appears as the default). A listing procedure overrides a procedure that has been defined for assortments (for promotions.1. Using logical operator "AND" to combine two procedures results in progressively fewer matches as each procedure runs (that is. Therefore. Individual procedures can be defined in the user master data via user parameters. for each procedure you can specify whether the system should perform a sales price check (that is. SAP has predefined the following combinations: 01 : Complete check including layout check. Customizing for Assortments setting: AssortmentListPro parameter = blank 3. as shown below. but not assortment 2." CD-players are assigned to merchandise category "Audio Equipment.system will ignore any other procedure a user might enter.9 Basic Listing Procedures Use SAP delivers a number of listing procedures intended to simplify Customizing. for example) 2. CD-players are assigned to assortment grade 3. which is otherwise rather complicated. All rights reserved. 08 : Complete check except layout check.2 Classification Check Use This procedure checks whether the article's classification parameters (characteristics and values) match that of the assortment. Listing procedures are selected in the following access sequence: 1. This is a combination of listing procedures B1. and which of your stores carry which assortment grades for audio equipment. You can also specify whether the procedures stop when the first error is found. whether or not a sales price exists for the article within a specific site or distribution channel). see the Implementation Guide. These basic listing procedures can be combined.1 Merchandise Category/Assortment Grade Check Use This procedure checks: Whether the article's merchandise category is assigned to the assortment and. that is. you can define additional combinations if you wish. only stores with assortment grades 3 and 4 carry CD players. PUBLIC © 2014 SAP SE or an SAP affiliate company. 1. Example You want to stock a new CD-player. Whether the article's assortment grade is less than or equal to the assortment grade of the merchandise category assigned to the assortment. For more information on other listing procedures. 1. However. the system will only permit you to assign "CD-SuperSound" to stores types 3 and 4.1." A profile module indicates which assortment grades are available. Example You want to stock a new women's blouse from Designer X. if so. or whether the procedures run to completion and all errors are reported afterward. Logical operator "OR" results in a list of all assortments that match the criteria for either of the procedures. B2 and B3 plus sales price check. the assortments found must match all criteria). "CD-SuperSound. Page 15 of 100 . they can be executed one after the other. One procedure can be defined as the default for listing promotions.9. The article belongs to merchandise category "Blouse" which in turn is assigned to three assortments. the three assortments have different characteristic values that indicate what types of blouses they may contain. This is a combination of listing procedures B1 and B2 only.

the functions supported. articles may arrive in a site for which they are not listed. 1. and listing conditions Integration SAP Retail uses Application Link Enabling (ALE) to transfer and distribute data. whether receipt of such shipments is to be allowed or not. Use For data transfer.1 IDoc Types for Distributing Assortment and Assortment Module Data Definition SAP format in which the assortment data is to be distributed. even though it is not currently on the approved list.10 Subsequent Listing for Articles Under certain circumstances. The same field for subsequent listing exists in both areas.3 Layout Check Use This procedure checks whether: The article is assigned to a specific layout module The layout module is assigned to a layout and subsequently to an assortment Example You carry soft drinks in two places: cans in vending machines.1. Prerequisites In order to enable subsequent listing. 1. requiring data transfer to an SAP system Data transfer to stores having a separate POS system Targeted distribution of assortments. For a detailed description of ALE. so that the shipment can be received.1. for example. Page 16 of 100 . the site may want to accept the new article. see Application Link Enabling (CA-ALE). a supplier might ship a newer article instead of an older one which it no longer carries. and how to proceed. the system will automatically create the appropriate article master data and listing conditions for the articles after the fact (subsequent listing). If allowed.9. such as goods receipt or stock transfer. If subsequent listing is disallowed. then you assign the drink to the layout module for drinks at refreshment stands. data will have to be exchanged among the various systems involved. assortment modules. and the effect is the same no matter where you set the indicator. Stores that have only vending machines and no refreshment stands will not carry the drink. which ships it to stores where the article is not listed. you specify whether subsequent listing is: Always done Never done Left to the user to decide in each case at time of goods receipt You can specify this setting either in Customizing for the company structure (site data) or in site master data. All rights reserved. Or. then the shipment cannot be accepted and must be returned to the sender. and as fountain drinks in cups at refreshment stands.maintenance in legacy systems or non-SAP systems. a promotional article may be listed in a distribution center. the system generates IDocs for all assortment data (including separate IDocs for assortment module data and listing conditions). If the drink is to be served only at refreshment stands. You can specify on a site-by-site basis.1. an information system located on a separate computer Assortment data. the following setting must be made For each site.11. PUBLIC © 2014 SAP SE or an SAP affiliate company. 1.1. For example. Other scenarios where assortment data distribution is necessary are: Distribution of changed and/or recreated assortment data between SAP systems.11 Transfer and Distribution of Assortment and Assortment Module Data If your SAP Retail system is a distributed system. The format of the drinks determines where the drinks will be placed (layout): If you want to start carrying a new cola drink.1. This technique is the same for all SAP applications and is used in SAP Retail to distribute different kinds of master data and transaction data via IDocs (SAP intermediate documents).

2 IDoc Type ASSMOD01 for Assortment Modules Definition IDoc type containing data required for maintaining (creating.Integration The following IDoc types are used for distributing assortment data: ASSORTMENT01 (using BAPI method Assortment. The following segments exist: Languages Contains all languages in which the assortment is maintained Merchandise categories Contains all merchandise categories assigned to the assortment Assortment user Contains all assortment users assigned to the assortment 1.1. The following segments exist: Texts Contains all texts maintained for the assortment module Articles Contains all articles assigned to the assortment module Assortments Contains all assortments to which the assortment module is assigned 1.1.1.SaveReplica .1. Use Only type C assortments (general assortments) will be exported. Structure Header segment The header segment contains basic data for the assortment module Data segments For every database table there is a corresponding assortment module containing user-maintainable table data. they will be created in the background when site data is exported. Assortments created during site maintenance (type A or B) will not be exported. changing. instead.11. then the assortment data change will be exported.1. a customer is assigned to an assortment of type A or B. Data segments For every database table there is a corresponding assortment containing user-maintainable table data. changing. Structure Header segment The header segment contains basic data for the assortment. If. Page 17 of 100 . however. All rights reserved.1.11. deleting) assorments. Instead they are created automatically when listing conditions are created in the target system. deleting) assortment modules manually Use Profile modules are not exported.SaveReplica ) Assortment data only.11.1 IDoc Type ASSORTMENT01 for Assortments Definition IDoc type containing data required for maintaining (creating. ASSMOD01 Assortment modules LIKOND01 Listing conditions 1. The BAPI method used is Assortment.3 IDoc Type LIKOND01 for Listing Conditions PUBLIC © 2014 SAP SE or an SAP affiliate company.

1. a fixture can have different capacities and you can arrange merchandise on it differently. deleting) listing conditions Use Only listing conditions generated by profile modules will be exported. such as rounders. in the layout module versions. in addition to shelves you wish to use other fixtures . Features You can use BAdI WRF_WLAY_X_WLMMN_E to determine which layout modules the system displays at the start of the transaction. You can assign layouts to the assortments in a store. The following options are available here: At the start of the transaction the system begins by displaying all the existing layout modules. changing. Examples of fixtures are: Shelves PUBLIC © 2014 SAP SE or an SAP affiliate company. You can copy existing layout modules. It is also the basis for space management systems. At layout module version level.11.1.12. Structure Header segment The header segment contains the articles for which listing conditions are to be maintained. If there is no corresponding profile module in the target system. When articles are assigned to layout module versions the fixture ID replaces the existing shelf information. for example. The validity periods of the individual versions within a layout module are unique and must not overlap. Fixtures are used to present goods in the sales area available. there is also the special feature of layout module variants . Data segments The data segments contain the assortments assigned to those articles contained in the header segment.3 IDoc Type LIKOND01 for Listing Conditions Definition IDoc type containing data required for maintaining (creating.1. assortment type. You can go straight to layout module version maintenance. an assignment is always made from one or more fixtures to a layout module version. If. For each layout module assignment. For time-based planning you can use layout module versions with different validity periods. 1. When you use fixtures your options for arranging your shelves are very flexible. The sales space you have available only allows for a limited number of fixtures. The time-based scheduling of layout modules in versions enables you to plan seasonal variations for a shelf. Each layout consists of layout modules that represent a specific area in a store (for example. change and delete layout modules. They contained newly added articles and articles to be removed. A store can consist of one local and several general assortments.1. A layout module version can consist of one or more fixtures.12.2 Fixtures Use A fixture is an optional enhancement to the layout concept that allows you to arrange your assortments on a placement-oriented basis. a shelf). 1. Layout module variants each relate to one specific layout module version and are used to portray regional or even store-specific differences in layout modules. The standard system contains a sample implementation that uses the layout module number.1 Layout Module Maintenance Use This function allows you to create. you can add these using the layout concept. 1. All rights reserved. You can use BAdI WRF_WLAY_X_WLMMN_E to make individual selections. This is done by the system copying article assignments in the current version and all placement data to the initial version 0000 of the new layout module.1. then it will be created in the background. The layout module variants have exactly the same validity period as the version to which they refer. In both cases you can go straight back to the selection screen after you have displayed the layout modules.12 Layout The layout concept allows you to optimally structure both the sales area and assortments in your stores. The initial version for the new layout module is valid indefinitely from the creation date. This avoids redundant data retention for the articles left in the layout module version. Depending on the measurements of a fixture. so only a delta of what has changed from the layout module version. assortment dimension and article hierarchy to restrict the layout modules.1. Fixtures are assigned to layout module versions. Page 18 of 100 . The system then displays a selection screen on which you can select the layout modules that you want to process. You use layout areas to structure the spatial assignment of the layout modules in a layout.

It is not available in the fixture master. You can use several versions of a layout module with different validity periods. 10 digits) Fixture description (alphanumeric.3 Layout Module Version Maintenance Use This function allows you to create. capacity can depend on the season. The time-based scheduling of layout modules in versions enables you to plan seasonal variations for a shelf quickly and easily. When it does this it does not describe the new fixture. rounders You can define the permitted fixture categories in Customizing. It is not possible to hang as many winter coats on a fixture as summer coats.12. for each shelf section the program assigns a fixture to the relevant layout module versions. Prerequisites If you want to calculate the total capacity of a layout module version. for example. can be entered in different languages) Picture or outline (stored with the fixture object using document management) Fixture category. To allow articles to be assigned to fixtures. The dimensions of a fixture are irrelevant. Page 19 of 100 . Fixtures (one or more) are therefore always assigned to a layout module version. the assignment number is not relevant. Depending on the layout module version. depth Default capacity This is used as a default value when assigning a fixture to a layout module version. the fixture ID replaces the existing shelf information. Activities If you want to use fixtures in your operational processes. however. independently of their measurements. Measurements: Height. If necessary. If the units of measure differ (for example. The use of fixtures is kept as flexible as possible to allow users the freedom to arrange their shelves in numerous different ways. If you only assign a fixture once to a layout module version. The system maps this with an assignment number. define an additional tab in the fixture master for the assignment of fixtures to layout module versions using the WRF_WLAY_X_LMVF1_E BAdI. This releases all the above transactions for operational use of fixtures. the capacities of the assigned fixtures must have the same unit of measure. The system first proposes the default capacity of the fixture that is defined in the basic data. It performs the following functions: It converts the article assignments to layout module version and in doing so automatically creates the fixture category Shelf Section and replaces the old shelf section with the New Shelf Section fixture. A layout module version consists of one or more fixtures. PUBLIC © 2014 SAP SE or an SAP affiliate company. the capacity is set when a fixture is assigned to a layout module version. All rights reserved. change and delete layout module versions. for example. When articles are assigned to layout module versions. for example.1.Pegs Wall-mounted containers Rounders Freezers Fixtures contain the following basic data: Fixture number (alphanumeric. If you have already used layout objects operationally and you want to use fixtures after an upgrade to a new release. 40 characters. A layout module version consists of one or more fixtures. you can fill a fixture differently and assign it more than once to a layout module version. The validity periods of the individual versions within a layout module are unique and must not overlap. because planning is to take effect on shelves at a future date rather than immediately. You can. Example For a rounder fixture. fixture 1 is in meters and fixture 2 is in liters) the system does not display any capacity at the level of the layout module version. you should do this manually. Caution Once you have made a selection it cannot be undone. Features You can use BAdI WRF_WLAY_X_LMVF2_E to include additional attributes in the basic data view. To allow different capacities for each layout module to be maintained differently for the same fixture. you start the conversion program RWRF_LAYOBJ_REORG (transaction WLOR). Maintaining the assignment of fixtures to layout module versions is only available in layout module version maintenance. Example You can include attributes such as brand or fixture type. width. you must make the appropriate settings in Customizing. 1.

a message appears. The validity periods of the individual versions must not overlap. All rights reserved. Replacement in a layout module version The system performs placement-specific replacement for a layout module version that has already been used. Features You can use the following criteria to select the layout module versions: Article Layout Vendor Classification Article hierarchy You can use theWRF_WLAY_WLWBNEXT1_EBAdI to include any article characteristics you want in the selection. 1.3. Versions that have already expired cannot be changed. spectacles). Gaps in versions can only be closed by extending the end date of the older version. the system transfers the placement data for the articles to the new articles. You can reorganize layout module versions (see Reorganizing Layout Module Versions ). the system replaces an article with another article.Prerequisites Note the following restrictions: You can copy layout module versions with articles and/or layout module variants.1. The original version 0000 can never be deleted. At the point of copying. When the system creates a new version it automatically assigns the next available version number. If necessary. Page 20 of 100 . You can use the sample implementation of the WRF_WLAY_X_WAREPL_E BAdI to restrict the articles to be replaced.1 Where-Used List for Articles in Layout Module Versions Use You can use this function to determine which layout module versions contain which articles. Only the end date of a version can be changed subsequently. Some articles are only intended to be replaced with specific articles. operationally used article (for example. sunglasses: 12345 “Vogue”. Features PUBLIC © 2014 SAP SE or an SAP affiliate company. The system copies the existing article assignments and all placement data to the new version. which acts as a placeholder. You can cross-copy layout modules to copy a version to an existing version (this overwrites existing article assignments in the target version) or to a newly created version of another layout module. Article assignments to the layout module and the variants are copied but any assignments of these variants to assortments are not copied. For each placement you replace a sample article (for example. Subsequent versions automatically have a higher version number. If the status of the currently valid (active) version is set to “planned”. You can replace articles in the following ways: Layout-module-specific replacement The system replaces an article in all layout module versions with a new article. black/brown). After you have made a selection. the system displays all the article assignments for a version. with a real. and contains one or more articles that are to be replaced. You can copy existing layout module versions. you can also copy all existing layout module variants (but without assigning them to local assortments). Placement-specific replacement For each placement. You can then perform placement-specific replacement of the existing article assignments. A replacement like this can apply to all layout module versions in which the article is assigned.12. or only to a few selected layout module versions. When it does this it displays all the existing article assignments for the selected layout module version. It is possible to restrict the selection to several layout modules.

Using the layout module version you can map local variances in the corresponding store by assigning a layout module variant. The only dates that can be selected are ones that occur in the past. All rights reserved. the system also displays these planogram files in the overview. Due to the time dependency of the article hierarchy. You can use the WRF_WLAY_EXT_WMSBA BAdI to enhance the report with additional. The assignment of an article to a node is time-dependent. You can go straight from the Layout Workbench to fast entry for article data ( Article: Core Master Record ). customer-specific fields. or all articles with a specific matchcode. Features For a store. It does not include other articles that are assigned to a layout module version. You can also change the status of a layout module version. You can create and change layout modules for assortments.4 Layout Workbench Use The Layout Workbench is the main entry point for all functions relating to space management and layout.3.12. You can call the planogram files from the display for current changes to your planogram. The system therefore requires you to enter a date for which the selected part of the hierarchy is to be valid. The system provides a list of the layout module versions from which you can select and delete all or just some of the layout modules displayed there. You can create listing conditions for all articles assigned to each of the layout modules You can assign a large number of articles to a layout module in one step (for example. You can delete all the relevant layout module versions without having to display them first.1. The report can be issued on the screen or on a printer. The system can then display the assigned articles for the layout module version and the variant. Page 21 of 100 . it does not check whether the attributes of the created articles correspond to those from the previous selection. all articles in a merchandise category or articles that correspond to the selection criteria you have entered. 1. Accordingly. When it does this. Selection date The system only displays layout module versions whose validity period includes the selection date (the layout module versions that are currently valid) or whose validity period occurs after the selection date (future layout module versions). You can select one or more layout module versions and display the assigned fixtures.12. It is only possible to perform a selection based on a selection date in conjunction with a selection based on an article number or an article hierarchy node. you can display the layout with the assigned layout modules and their versions as a hierarchy. The system transfers the articles that have been entered to the Layout Workbench. For each line. you can therefore also only display the article hierarchy in relation to a time. or for changes that will only apply to it at a future date. the system also displays the fixtures that are assigned to a layout module version. 1.2 Reorganizing Layout Module Versions Use You use this function to delete layout module versions throughout the system. the report contains the following information: Article number Layout module Layout module version Validity period of the layout module version Placement date The report only includes articles that fulfill the selection criteria.The report offers the following selection criteria: Selection using the article number You can select one or more article numbers for the report.1. Activities Choose Goto to call the where-used list in the layout workbench. This means that you cannot select active layout module versions. If planogram files from a space management program are assigned to the layout module versions. the system displays all the articles beneath this article hierarchy node. you can only ever evaluate a hierarchy node in relation to a date. Selection using an article hierarchy node If you enter an article hierarchy node. If you use fixtures. PUBLIC © 2014 SAP SE or an SAP affiliate company. Features You can select all layout module versions whose end date occurs before a certain date. The system deletes the following data: The version itself All assigned documents All article assignments and listing conditions All variants and their assignments to assortments Assortment modules with the relevant relations Deleting a layout module version involves the same subsequent processes as are involved when deleting one or more layout module versions in layout module maintenance. You can branch to all functions that are relevant for space management.

the capacity. General Assortment. Article and Fixture . you can use BAdI WRF_WLAY_ADDCHECK_E to check the current assortment structure against customer-specific criteria (for example. The documents assigned to the layout module version in the current application can be displayed.12. Features When you enter via the Site view. together with their assortments The layout modules assigned to the layout The versions of the layout modules together with their variants The documents assigned to the layout module versions From the layout workbench you can branch to the following functions: Space maintenance Layout maintenance Layout module maintenance Layout module version maintenance (when you enter layout module version maintenance. you can only list the current and the next version of a layout module. and automatically lists the distribution center assortments there. Note A prerequisite for both these options is that articles that are assigned to layout module version have a facing that is greater than zero. You can create the listing conditions for all the layout module versions released that are currently valid or will be in the future. You have two options: Create listing conditions for all layout module versions for the site. Yellow traffic light: the version has already been listed but no listing relevant changes have been made since the last listing. For planning purposes. a plan). You can create listing conditions. for example. Note that you can no longer change variants that have already been created as they may be assigned to several sites and so any changes would affect all the sites.2 Layout Workbench: Entry via Layout Modules PUBLIC © 2014 SAP SE or an SAP affiliate company. The example implementation determines the distribution centers for all stores that are assigned to the layout module. what goods are presented when and how. The following levels are displayed hierarchically: The layouts assigned to the site. All rights reserved. So. Layout Module . In assortment planning for basics. During the layout listing process you can use a profile module to list additional assortments. You can display the articles in a version for which the option of branching to the integrated article maintenance exists. From SAP Retail you can move directly to an external space management program. In principle. Listing can also be started in the Layout Workbench. A traffic light icon in the hierarchy shows you whether the listing conditions for the combination assortment/layout module version are up to date: Green traffic light: the listing conditions for this version are up to date. The layout module version must also have the status Released (=02). Page 22 of 100 . Activities There are three entry points for Layout Workbench: Entry via Site Entry via Layout Modules Entry via Assortment See also: SAP Retail Space Management Interface 1. or you can select individual layout module versions for which you want to start listing. the layout module versions of the layout modules concerned are displayed). You can only select released layout module versions. Listing conditions are only created for the appropriate store. you can use the Layout Workbench without using the space management interface. The Site view provides for the most part information only. 1.1. You can control the listing for articles that were imported or exported with the space management interface. Red traffic light: the version has never been listed.4. in other words. You cannot perform activities that have an immediate impact on the layouts of other stores in this view. but they can neither change it nor delete it. In the layout workbench and the assortment assignment tool. This is realized with BAdI WRF_WLAY_X_LIST_VZ. the manager can create a new layout module version and assign it to their own site (store). So you do not need to call the interface every time the articles in a layout module version are to be listed.If you use fixtures. the layout structure of the site is displayed.1. Choose one or more layout module versions for which you want to create listing conditions for articles.1 Layout Workbench: Entry via Site Use Entering the Layout Workbench via the Site view enables a manager to get an overview of the layout of their stores. and maintain the relevant assignment parameters. to which the space management profile and the layout are assigned You can create and display error logs using the BAPI for the interface to external space management programs.12. the site master display of the site. You assign the layout module variants. you can assign them to the layout module versions. You can create layout module variants for the selected sites and display the articles in the variants. for example.4. This assortment determines the structure of the assortment. the system connects the objects Store . This gurarantees the procurement and automatic replenishment of new articles in the distribution centers.

All rights reserved. the system displays the layout module versions of the relevant layout module). otherwise they would automatically affect all sites to which the assortment concerned is assigned. A traffic light icon in the selection of assortments shows you whether the listing conditions for the combination assortment/layout module version are up to date. You can only select released layout module versions. for example. you can only assign the variants to the local assortments. who wants to carry out different activities for one or more layout modules. Green traffic light: the listing conditions for this version are up to date. PUBLIC © 2014 SAP SE or an SAP affiliate company. You can also create listing conditions. You can change the status of a version. The currently active version cannot be reset. You can only assign articles once a fixture is assigned to the layout module version. Red traffic light: the version has never been listed.1. Features The system displays the following levels hierarchically: The layout modules selected The versions of the individual layout module versions The variants of the individual layout module versions From the layout workbench you can branch to the following functions: Space maintenance Layout maintenance Layout module maintenance Layout module version maintenance (when you enter layout module version maintenance. You can also define articles as inclusions or exclusions for a layout module variant. for example. Page 23 of 100 .Use Entry to the Layout Workbench via the layout module view is intended for a Category Manager or Space Manager. You can maintain assignments from layout module variants to assortments. you can assign articles that have not been placed already to one or more fixtures without defining placement data (such as sort sequence or facing). the system displays the layout module versions of the relevant layout module). as the system does not take the exact placement of an article into account when creating variants. when you create new ones you must select one of the categories defined in Customizing. The status can change from 01 (planned) to 02 (released). Yellow traffic light: the version has already been listed but no listing relevant changes have been made since the last listing.3 Layout Workbench: Entry via Assortment Use Entry to the Layout Workbench via the Assortment view supports you in assortment maintenance in the multiple assignment of assortments to sites. activities that could affect several sites (for example. Only general assortments are displayed as it is already possible to maintain local assortments using the entry via site method.4. maintaining a layout module version) are not possible. A prerequisite for both options is that the articles assigned to the layout module version have a facing greater that zero and that the layout module version has the status Released (02). Different documents can be displayed for layout modules or versions. however you should be aware of the following restrictions: Old released versions cannot be reset. In principle. They can. The following levels are displayed hierarchically: The assortments with the assigned layouts The layout modules assigned to the layout The layout module versions The variants of the individual layout module versions Features From entry to the Layout Workbench via the Assortment view. you can only list the current and the next version of a layout module. 1. You can create and display error logs using the BAPI for the interface to external space management programs. You can also display layouts assigned to layout modules or variants. There are two options: Creation of listing conditions for all assortments for the selected layout module versions Choice of one or more assortments for which the selected versions are to be listed. You can continue to maintain the following data: Assignments of articles to layout module versions Assignments of articles to layout module variants The articles of a variant from which you can jump to integrated article maintenance are displayed. If multiple assignment of assortments to sites is activated. In the same way as when you enter via the site. you can branch to the following functions: Space maintenance Layout maintenance Layout module maintenance Layout module version maintenance (when you enter layout module version maintenance. However. If you use fixtures. You can perform mass replacement and mass deletion of articles in versions and variants.12. assign articles to one or more layout module versions.

These are generated from the layout module versions to be listed in a 1:1 relationship. Prerequisites To be able to use the listing functions via the layout. A traffic light icon in the hierarchy shows whether the listing conditions for the combination assortment/layout module version are up to date: green traffic light: the listing conditions for this version are up to date yellow traffic light: the version has already been listed but no listing relevant changes have been made since the last listing red traffic light: the version has never been listed. The layout can therefore be regarded as a standard merchandise area in different stores. A layout can also be assigned to a general assortment. You can plan layout module versions and optimize them in view of certain key figures. Listing via layout is carried out using special “Shelf Module” category assortment modules. In addition. The validity periods of the individual versions within a layout module are unique and must not overlap. using the Interface for Space Management Systems . There are two options: Create listing conditions for all general assortments to which the version is assigned. Using the layout. You can display documents for layout modules or versions. listing via layout cannot take place. several layout modules are grouped together to form a merchandise area.12. Integration A layout module can have several layout module versions.You can create and display error logs using the BAPI for the interface to external space management programs. On the level of layout module versions. which have a time-based reference and contain the articles on a shelf. If this parameter is not set in any of the listing procedures used. In Layout Module Version Maintenance (transaction WLMV). You can only select released layout module versions. exactly one listing procedure must be defined in Customizing as the standard listing procedure for the Layout Workbench. In principle. It is also possible to display the sites assigned to layout modules or variants. Page 24 of 100 . In the standard delivery. You can create listing conditions. Note A prerequisite for both options is that the articles assigned to the layout module version have a facing greater that zero and that the layout module version has the status Released (=02). It is specified in Customizing whether there is a multiple assignment (n:m) of assortments to sites or a 1:1 assignment of assortments and sites. you can only list the current and the next version of a layout module. PUBLIC © 2014 SAP SE or an SAP affiliate company. general assortments (assortment category C) can be assigned to customers and to sites. The fixtures are mapped as layout modules. Layout module variants each relate to one specific layout module version and are used to portray regional or even store-specific differences in articles. All rights reserved. You create layout modules in Layout Module Maintenance (transaction WLMM). Layouts and assignments of layout modules to layouts are maintained in Layout Maintenance (transaction WLAM).1. The layout module variants have exactly the same validity period as the version to which they refer. there is the special feature of layout module variants. Choose one or more layout module versions for which you want to create listing conditions for articles.5 Listing via Layout Use Listing via layout provides retail companies with a new procedure for creating assortments. You can display articles of a version and articles of a variant from which you can branch to integrated article maintenance. The presentation of goods in stores is achieved using fixtures (shelves) with articles placed in them. The shelf module contains a direct reference to the version of the relevant layout module and also has the same validity period. the field in the listing procedure “B3 – Basic procedure: layout check” is set as default. 1. You can maintain layout module variants in the Layout Workbench (transaction WLWB). Assortment management determines the presentation of goods in the selling area. If multiple assignment is activated. you can create different versions for a layout module. There is also the option of assigning multiple assortments to sites. the assortments for which the layout module version is listed are assigned to the shelf module.

Changes to Layout/Department You make changes to the assignment of layouts to departments within site maintenance. independently of this. the variant is entered in field ARTNR and the generic article via which the variant is listed is entered in field STRNR. you can specify the number of days by which the validity of the listing condition should start before the presentation period.1 Automatic Relisting Using Change Documents Use The report Automatic Relisting Using Change Documents (WSM4L) enables you to automatically analyze changes that have occurred whilst maintaining layout-relevant data and then automatically update the listing conditions accordingly. the new article may be displayed in a part the store. The resulting listing conditions differ from those of the sales set in that the single article is entered in the STRNR field and the STRLI is blank. For variants. Any changes are updated using the change document object WRS1 . If. The ERP system differentiates between the listing period (the period in which goods receipts are possible) and the presentation period (the validity period for the layout module version during which the goods are presented in the stores). Structured articles such as prepacks or displays are listed together with all the components provided at least one of these components is positioned on the shelf. For listing purposes only the sales set header is taken into account. additional placement of display components in the layout module as single articles are not taken into account in the listing. the listing period should be the same as or as near to the presentation period as possible.12. The From date for the empties listing condition is the From date of the layout module version. In SAP Retail. You can access these later. however. A display also counts as being positioned in a layout module version. A layout is assigned to an assortment using entries in the LAYVR field of table WRS1 . This means the article has an entry in table MALG with facing > 0 and there is no exclusion flag for the version for the article in the layout module variant. articles in a layout module version with a facing > 0. that is. This function is realized with the internal BAdI WRF_WLAY_LIST_DIFF_I. Page 25 of 100 . If possible. irrespective of whether the stores concerned were able to provide a suitable place to display the goods. Layouts are assigned to departments using entries in the LAYVR field of table WRF4. Ideally. which is not very lucrative because the sales potential and any possible combinations with other articles are not exploited to their full potential. The changes are logged by the relevant applications in the form of change documents. goods should be put onto shelves immediately after being delivered thus allowing the presentation period to start immediately. it is listed as if it were a single article. A position is therefore first of all assigned to new articles in the layout module version. Only the articles positioned on the shelf. only variants of the generic article are positioned. Generic articles and variants: A generic article is listed with all variants if the generic article with facing > 0 is in table MALG for the version. only the first future layout module version can be listed. Full products and empties: If a full product is positioned in the layout module version. The following looks at the listing of different article categories in more detail: Listing Different Article Categories Single articles: A single article is listed using a layout module version if it is placed in this. any number of future layout module versions can be created.Features Listing via layout makes it possible to view the assortment in a completely different light. This static difference is valid client wide. All rights reserved. There must also be no exclusion for the version in the layout module variant.5. are listed. The full product for which the empties component was listed in the store for the first time is entered in the STRNR field of table WLK1 . If the header article is positioned in the layout module version. Prepack articles: The same rules apply to prepack articles as to sales sets. However. PUBLIC © 2014 SAP SE or an SAP affiliate company. Sales set: A sales set is a group of single articles to be sold together. the same basic rules apply as for sales sets and prepack articles. the sales set and all the components are listed.1. The empties component belonging to it is determined and checked to see whether it is already listed in the store for the given time period and if not. Up until now. the header article is entered in field STRNR of table WLK1 and X is entered in field STRLI to indicate component . 1. the header article is entered in field STRNR of table WLK1 and H is entered in field STRLI to indicate header . but at least one of its components with facing > 0 is entered in table MALG of the version. A layout is assigned to a department using entries in the LAYVR field of table WRF4 . However. Listing via layout now guarantees that space is found on a shelf for a new article before it is listed in the assortments to which the shelf concerned is assigned. then only the positioned variants and the generic article are listed. You can make changes to the assignment of layouts to assortments in site maintenance as well as in layout maintenance . The listing period of an article equals the validity period of the corresponding layout module version. The article number is entered in fields ARTNR and STRNR in table WLK1 for the listing conditions. new articles were normally listed centrally for the individual assortments. you can set the period of the possible goods receipt (validity of the listing condition) to start before the presentation period. a listing condition is created for the empties component for an unlimited period of time. The generic article is entered in fields ARTNR and STRNR in table WLK1 in the listing condition for the generic article. In the listing condition for the sales set. In Customizing. In the worst case scenario. For the components of the sales set. if either the display header with facing > 0 is entered in the MALG or the header with facing = 0 is assigned. An article cannot be listed for a shelf as a single article and as a component of a structured article at the same time. listing conditions can be created for the next future version. To consider preliminary phases of the procurement processes. The components of a sales set can also be positioned in the layout module. Display: For displays. As soon as this becomes the current version. Changes to Layout/Assortment When a new layout is created it is stored in table TWGV . This table is not relevant for listing conditions. however.

field MALGLMVAR needs to be considered. 4. Logical checks then run. 2. Using the change documents. If these checks do not find any errors. Creating a delta module like this allows you to include additional articles in a layout module version or remove articles from it. this change is also updated to table MALG . These version changes are updated to the change document object LAYOUT_MOD . changing individual store layout modules involves a lot of work that.12. To do this. Therefore all the layout module versions that have been changed and all the assortments affected are recorded in the Includes. change or new creation. A delta layout module is a kind of "exception" module. Performing the necessary logic in every Include would exceed the bounds of the program by a long way. could actually be avoided.1. table MALG is updated. A change document is generated. Changes to Article Assignment If you assign an article to a layout module version. These changes are updated to the change document object MAT_FULL . A change that has then been reset to the original value has no effect on the listing conditions and therefore should be removed at this point. If the variant in which the article is found changes. If you do not select a start time. The function tells you whether it is a deletion. Each change document object affected is encapsulated in an Include during processing. These changes are updated to the change document object LAYOUT_MOD . These assignments are recorded in table TWGLV . They must always be used with a layout module version. the system reads the start time and start date from the application log in which the last run is recorded. The listing function in the Layout Workbench processes comparisons and variant handling. In addition. According to the assortments you selected. the relevant Layout Workbench function module is called from the Main Program.6 Delta Layout Modules Use As stores generally stock thousands of articles. Changes to Layout Modules If you reassign a layout module or delete or change an existing assignment. the listing conditions (table WLK1 ) are then locked. Using delta layout modules. In each of these Includes. the corresponding change document object is read (function module CHANGEDOCUMENT_READ). the layout module versions affected are identified and updated to a global table. Note Note that deleting a single field statement causes the number of change documents to increase. If a layout module version has already been taken into consideration by an earlier change it is not included in the table a second time. table WLMV is updated. delete the assignment or change the facing. Creating new layout modules has no effect on listing conditions. as the assignments have to be deleted first. Note Collecting changes and reverting to the layout module version originates from the complexity of the listing function in the Layout Workbench. Deleting them also has no effect. These changes are updated to the change document object MAT_FULL . The time taken to run the change documents should also be noted. Delta layout modules are not standalone modules. if not identical. Changes to Layout Module Versions When you change the validity of a layout module version. Select the start time. All changes are relevant for listing conditions.Any changes are updated using the change document object BETRIEB . When you create a new layout module it is stored in tables TWML and WLMV (an entry with version 0000 is created in the tables). an entry is made in the application log (function module APPL_LOG_WRITE_DB ). All rights reserved. 1. Changes to Layout Module Variants If you include or delete an article in a variant. in particular for stores whose assortments may be very similar. this change is updated to table WLVA. a change document is generated. create or delete a layout module version or change the status. assigning layout modules and assortments to stores. Example PUBLIC © 2014 SAP SE or an SAP affiliate company. If you assign an article from a store to the variant. and creating the corresponding listing conditions in the system can be very resource-intensive. Delta modules can therefore be considered to be “modifiers” for layout modules. 3. The assortments affected are an intersection of the selection and the current assignment of layouts to assortments. The changes to the layout module versions are collected and then the layout version and all the assortments affected are handed over to the listing function in the Layout Workbench. you can simplify this process significantly. The status report of this function is then issued as a log. The change documents that are not relevant are then removed. 5. Page 26 of 100 . Procedure 1. They are typically assigned to those sites which have the fewest differences from the standard assortment. in many cases. This table is updated in every Include. These changes to assignments are updated in the change document object LAYOUT .

Prerequisites You can only create layout modules variants using the SAP Retail Space Management interface. you cannot assign both delta modules to site A. For example. to replace a CD player with a radio. 1. Integration Application Link Enabling (ALE) is used to transfer and distribute data in the SAP Retail System.7.1.7 Assortment: Transfer and Distribution of Layout Modules Use If your Retail system is a distributed system. but can only assign one delta module to a site. However. you can therefore create delta module 1 for layout module A. ALE is standard technology in all SAP applications and is used in Retail to distribute different kinds of master data and transaction data in clearly-defined interfaces. and how to proceed. version 0000. for example. Layout modules must also be distributed in the following situations: Distribution of changed and/or re-created layout module data between SAP systems. and delta module 2 for layout module A. For a detailed description of ALE. You can include as many changes in a delta module as you wish.The following figure explains the procedure in which a delta module is created and then assigned to a specific layout module version. you can then specify the sites to which these delta modules are to be assigned. its functions. and layout module variants.1 Assortment: IDoc Types for Distributing Layout Modules Definition SAP format used to distribute layout module data. layout module versions. In the posting BAPI. See also: SAP Retail Space Management Interface 1.12. data must be exchanged between the different systems that you use. version 0000. This procedure is used here. for example. you can create and fill delta modules in the same way. Integration You create delta modules in the SAP Retail Space Management interface. In the Layout Workbench. and the number of articles added and removed in a delta module need not be the same. You can create several delta modules for a layout module version (the version indicating a time frame for which the layout module is valid). Page 27 of 100 .12. All rights reserved. PUBLIC © 2014 SAP SE or an SAP affiliate company.1. an information system located on a separate computer Supply of legacy systems or non-SAP systems with changed and/or re-created layout module data Exact distribution of layout modules. see the SAP Library documentation ALE Integration Technology (CA-ALE).

Use
Data is grouped together in IDocs before the layout module is transferred. Only one IDoc is therefore required for transferring all the layout module data.

Integration
The following IDoc type is used to distribute layout modules:
LAYMOD01 (BAPI method SiteLayoutModule.SaveReplica )
Layout module data

1.1.12.7.1.1 Assortment: IDoc Type LAYMOD01 for Layout
Modules
Definition
IDoc type that contains the data required for processing (creating, changing, deleting) layout modules.

Use
The BAPI method to be used is SiteLayoutModule.SaveReplica .

Structure
Header
The header contains the layout module data.
Data sections
The following sections contain data:
Name
Contains the name of the layout module in question.
Version
Contains the version that is assigned to the layout module.
Variant
Contains the variant that is assigned to the layout module.
Article
Contains the articles that are assigned to the layout module.

1.1.12.8 Interface for Space Management Systems (LO-MD-RA)
1.1.13 Removing an Article From Assortments
Occasionally you may decide to stop carrying an article, either because the vendor no longer carries it, there are cheaper alternatives, the article is outdated,
or for some other reason.
You can remove an article by either deleting the listing conditions or discontinuing the article .
Deleting Listing Conditions
When the assignment of an article to an assortment is deleted, only the listing conditions for it are deleted. The article master record still exists and
inventory may exist, but you can no longer order the article (you may be able to sell it, however).
When the listing conditions expire (that is, when the valid-to date is reached), you can choose to extend the listing window, if necessary. Seasonal
merchandise, such as Christmas toys, may go through automatic cycles of activation and deactivation.
Deletion of the article’s listing conditions can also be done manually. To reverse this, you would have to create the listing conditions all over again.
Discontinuing Articles
First the logical deletion takes place: the article is still in the system, but for all intents and purposes it is unavailable to users. The physical removal
of the data takes place only after a specified interval of time, for example .1 year, after the procedure is completed, for safety’s sake. (This time interval
is set for each article type in Customizing.) Because this is such a severe action, you should only do this if you are very sure that you wish to
discontinue the article across the board, for example, if the article is no longer available from any vendor or if the manufacturer has stopped making the
it.
Discontinuation has greater implications than mere deletion of listing conditions. Discontinuation removes the article master record from the database,
along with all data for that article, including the purchasing and listing conditions. Usually discontinuation takes place in several steps:
1. Discontinuing purchasing
The article can no longer be procured from certain vendors, but can still be sold in your stores. You can further limit the restriction to one site, so that
one store is not able to order from this vendor but another store still can. The purchasing discontinuation affects only the purchasing info records, not the
listing conditions.
2. Discontinuing sales
Remove the article from one, several, or all assortments (for stores, distribution centers, catalogs, and so on).

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3. Discontinuing articles client-wide
An article is removed from all assortments and is therefore discontinued client-wide. Once this has been carried out, the article can no longer be used in
any operative processes.

Activities
There are two alternatives for carrying out discontinuation check routines:
1. Simplified check routine
2. Full check routine
On the Article Discontinuation Screen you can select which of these check routines you wish to use.
Simplified Check Routine
In general, you use this routine as your first choice, since lets you perform all (or a subset) of the discontinuation checks at one time. It is much easier and
faster, provided no errors are found. However, you can only use it when discontinuing sales or discontinuing articles client-wide (steps 2 and 3 of
discontinuation, as described above).
The check routine has several components, and you can choose which components you wish to run.
You can have the system check the following:
Purchasing records (for example, open purchase orders)
Current inventory
Sales documents (for example, open sales orders)
You can also specify that if the above checks do not return any errors, the following actions are then to be carried out immediately:
Delete listing conditions
Set deletion indicators
You can also have the system display a list of the results, to do the following:
Verify that the deletions were correctly carried out for articles which had no errors.
Display a list of those articles with errors. For these you will need to carry out a full check routine as described below.

Example
Suppose the simplified check routine finds 10 articles which need to be discontinued. 8 have no errors and the system has carried out the discontinuation
successfully. For the 2 remaining articles, you will have to return to the discontinuation screen and then run the full check routine. This is still faster than
running the full check routine for all 10 articles.
Full Check Routine
In general, you use this routine:
When you are discontinuing purchasing (step 1 of discontinuation, as described above), since you cannot use the simplified routine.
After you have the simplified check routine and it has detected errors.
If you attempt to discontinue an article for which inventory or open purchase orders still exist, or for which a promotion is planned, the system generates one or
more error messages (since more than one such problem may exist). The Workflow module routes the errors to the people responsible for resolving such
problems. In some cases, the system also suggests a way to deal successfully with the problem; existing inventory, for example, can be reclassified as
value-only articles at the merchandise category level. The user can either accept the system-suggested workaround, or deal with the problem in some other
way. Once the problems are resolved, the discontinuation process resumes automatically.
The archiving tool will cause the article to be physically deleted from the system after a specific period of time (depending on the article type).

1.1.14 Exception Analysis for Assortments and Automatic Article
Discontinuation
In addition to discontinuing articles manually, you can have the system analyze data and let you know when it is advisable to discontinue certain article. For
example, you can create an exception report that lists articles with very low sales revenue. When the analysis is run, Workflow will send a work item to the
person responsible for assortment planning, who can then examine the results and determine whether or not to discontinue the articles. If so, the system will
discontinue the articles automatically.

Process
You define an exception analysis in the Retail Information System, specifying that the exception must be run in batch mode.
In subsequent processing for the exception, specify that the data is to be transferred to Workflow as a table.
Define either article alone, or article and store, as characteristics, and define the key figures you wish to use (for example, sales revenue or articles with zero
inventory).
Using transaction AWUW, assign the exception analysis to either of the following standard events for business object MCYA:
MaterialDiscontinueCheck (if you defined article alone as a characteristic in step 1)
PlantMaterialDiscontinueCheck (if you defined article and store as characteristics in step 1)
Set the event coupling to the exception as active.
Define the organizational data and assign it to Workflow task TS20000656. Then activate the event coupling to the Workflow task.
Execute the exception analysis in batch mode.
The person responsible receives a Workflow message. Based on the exception data, it must be determined whether or not to proceed with discontinuation. If
so, the system will start the article discontinuation automatically.

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1.1.15 Automatic Listing Correction
Use
Changes in the master data for an assortment (for example, when an assortment grade is changed or a merchandise category is added or deleted) or for a site
or a layout mean that the relevant article listing also has to be corrected.

Integration
Automatic listing correction (via a background job running cyclically) is triggered by the following changes.
Assortments:
Changes to the source of supply key for an article
Changes to the assortment/merchandise category master
Changes to assortment classification data
Changes to the layout of the assortment or of the articles in the assortment users assigned to the assortment
Sites:
Changes to the suppliers assigned to the site
Changes to a site's classification
Changes to the ordering method for an article in the site
Layouts:
Changes
Changes
Changes
Changes
Changes

to the assignment of a layout to an assortment
to a layout module
to a layout module version
to a layout module variant
to the assignment of an article to a layout module

Automatic assortment correction takes place when the relevant background job is run:
Subsequent listing of merchandise category/articles (Report RWSORT17)
Automatic relisting via master data change documents
Assortment changes: transaction WSM4A , report RWSPORT07A
Site changes: transaction WSM4B , report RWSPORT07B
Layout changes: transaction WSM4L , report RWSPORT07L

Caution
Automatic assortment correction is not currently triggered by changes to listing data in the article master. If, for example, you change the assortment
grade of an article and do not list the article manually in article maintenance afterwards, the article assortments will not be adjusted.

1.1.16 Deleting Listing Conditions for Distribution Centers
Use
This function checks the listing conditions of distribution center assortments and deletes the listing conditions if the articles belonging to it are no longer listed
in any store. By doing this you prevent further replenishment of these articles in the distribution center. This is particularly important if you are using SAP
Forecasting and Replenishment (SAP F&R).

Process Flow
1. On the SAP Easy Access screen, choose
Logistics
Retailing Master Data Assortment/Listing Mass Maintenance Deletion of Listing
Conditions for DC,
or start report WRF_RWSORT_DC_DISCONT.
2. You choose the relevant distribution centers by using the selection criteria Articles, Merchandise Category , Layout Module and Distribution Center
to restrict and determine the time for which the system should perform the check. In addition, you determine whether the system should perform
processing in one package, or in several packages simultaneously.
3. The system determines the relevant articles in three steps.
1. If you have used articles or merchandise categories for restriction purposes, the system preselects the articles.
2. If only F&R-relevant objects are to be checked, the system determines the F&R-relevant article/distribution center combinations from table
FRE_DB_ART_SITE.
3. If you have made your selection using layout modules, the system determines the relevant articles by determining all the layout module versions
that expired on the deletion day from table WLMV. To do this, the system checks all articles that are assigned to one or more layout module
versions whose validity has elapsed.
For performance reasons, the system only considers articles that are just assigned to layout module versions that have expired, not those
assigned to the current version, or a future layout module version.
4. The system checks all the article/distribution center combinations that have been determined. If you have selected parallel processing, the system
performs the check simultaneously in several packages. For each package it calls function module WRF_DISCONTINUE_DC.
5. The system displays the analysis result if the Test Mode indicator is set, or deletes the listing conditions found.

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You can delete duplicate assignments for the site's local assortment within the report. along with the listing window (validity dates). it also shows the various errors which prevented the listing. then start a second attempt to generate the master data automatically. any promotions planned for the modules. So if. for example).) Duplicate assignments of assortment modules in a site Displays cases where a given assortment module is assigned more than once to a site. 1.19 Assortment List Use Retail companies are rarely organized along strictly uniform lines. where an article is included in both the site's local assortment and one or more general assortments that may be assigned to it).18 Analytical Reports for Assortments The Assortment Planning function provides a series of reports. you attempt to order an article for a the user of a particular assortment (for example.. (This report is relevant only if the flag for multiple assignments of assortments to sites is active.1.17 Incompleteness Log and Post-Run Update of Article Master Data Use If no suitable copy references can be found when article master data is being generated automatically (because there is not enough data maintained for the merchandise category reference article. the assortment list fulfills this function. All these different parts of the same company or group must be kept up-to-date with changes that affect them. and (optionally) all the individual articles within the assortment. You can add more reference data. Assignment information Consists of several reports showing specific assignment information: Assortment users assigned to an assortment Assortments assigned to an assortment user Duplicate listings for articles in a site Displays cases where more than one listing condition exists for a given combination of article and site (for example. for all articles whose listings are due to expire within a timeframe you specify. along with the listing window and any promotions planned for it. independent units with the status of an external customer or company or take on.g. This information often has to be made available in a variety of media (printout.1. for example. Page 31 of 100 . you can run this report to see the reasons why. for example. As such. but for articles which were not successfully listed. Optionally. Stock planners often find it useful when planning new orders to have information about the last order placed. it deletes the listing conditions that were found. Listing analysis Shows not only whether an article is listed for a given assortment. by assortment. Here are some examples: Article listings Displays all listing conditions for the articles selected. in all sites (e. Some stores form legal. You can delete duplicate listing conditions for the site's local assortment within the report. Assortment structure within assortment Shows all the merchandise categories for a given assortment. the individual stores often vary in size. Article list of a vendor for assortments Displays all articles listed in the assortment of a particular vendor within the specified time frame. Stores that replenish stocks by manual inspection require up-to-date information about the articles they can carry in their assortment (for example. The report indicates whether there is any missing data that needs to be maintained for the reference article. you can display the incomplete data via Edit error log missing art. a store) but the system rejects the order. stores) assigned to the assortment. the function of a wholesaler. segm . you can also display the hierarchical structure graphically (for example. or for an even more specific subset of data. Articles in site Displays all listing conditions for each combination of article and site. for articles for which changes have been made. Articles in assortment module Displays all articles contained in a specific assortment module. the merchandise category to which an article belongs or the vendor from which an article can be procured). Listings due to expire Allows you to search. the report will display the different assortment modules to which it is assigned. Assortment modules within assortment Displays all the assortment modules for a given assortment. clothing women’s clothing women’s sportswear) . 1. you could search for all articles which are to expire within the coming month. In SAPRetail. This report is used primarily during implementation and whenever changes to the merchandise category structure have been made.) 1. If it is. If you did not set the Test Mode indicator. PUBLIC © 2014 SAP SE or an SAP affiliate company. or EDI message) for all articles in an assortment. For example.1. Listing check/article listed Allows you to check whether a given article is listed for a given assortment. Consistency check for reference articles Allows you to proof the consistency of reference articles for merchandise categories.Result The program displays the result of the analysis. All rights reserved. (This report is relevant only if the flag for multiple assignments of assortments to sites is active. PC file. From here you can drill down into a specific merchandise category and display all the articles assigned to it.

This message type is executed by a batch job via the assortment list type parameters. After a message has been prepared. IDoc type WBBDLD0 5 is the same as IDoc type WBBDLD0 4 .1 Assortment List Message Types Definition Determines the version of the assortment list you wish to generate (that is. So if. The most important part of an assortment list is the “assortment list message”. it can be sent directly to other systems. If you generate the full version on July 31 and send it to additional recipients on September 1. Page 32 of 100 . The intermediate document provides the interface to other systems. See also: POS Interface – Outbound 1. IDoc type WBBDLD0 6 is the same as IDoc type WBBDLD0 3 . you must implement a user exit to include this additional data. you have a September price for school notebooks and you change this price in October. This message type is executed by a batch job via the assortment list type parameters. you will have only one assortment list: a mixed version. old labeling data. the assortment list would be valid as of August 1. Change version This includes only those articles for which changes have occurred since the last message was created. Different assortment list types can be defined (e. However. an assortment list is produced as a printout. but also contains a segment for the article hierarchy assignment. what kind of data is included and how current the information is). Messages created in the assortment list function are structured as intermediate documents (IDocs) with segment hierarchy. the system generates two article segments for the same article. It also often has different roles in the various.outbound. if you require this missing data (specifically: classification data. the assortment list is often used as a price list. Integration Conventionally.. each with a different price subsegment. the structure of assortment lists in the area of food varies far more than in the area of textiles. the assortment list would only show the changes made in August. Mixed version This includes the last full version together with all subsequent changes. This is useful. file transfer) An assortment list can therefore easily be tailored to fit your individual company requirements. Using the above example. Using the above example. All rights reserved. the system only uses this IDoc type to generate one article segment for school notebooks that contains both price segments. If you want to use the assortment list. Article data is sorted using the sorting criteria in the assortment list profile. For example. food and non-food) Assortment list profiles can be assigned to sites or site groups Different creation and transmission cycles can be defined The assortment list can be output using a number of different media (printout. the assortment list in SAPRetail is a standard solution that can be configured with a high degree of flexibility. individual areas of retail. Depending on the version.This is done through the POS interface . In wholesaling. The newer (HPR) IDoc type WBBDLD0 4 can handle multiple prices. newly listed articles will appear in the appropriate sections (as opposed to all new articles appearing at the end of the list). SAPRetail also supports assortment list output in the form of an electronic message for distributed retailing purposes (when a store-based merchandise management system is in place). For example. for example if you want to print the current version at any time. It is a good idea to have a mixed version created automatically every time a change version is generated. and layout modules for space management). To allow for these different uses. which includes the most current data. for example. This reduces the total number of IDoc segments that need to be transmitted and therefore the amount of time needed to run the assortment list. and therefore shows the current status. which involves the retrieval and preparation of article-related data. but also contains a segment for the article hierarchy assignment. PUBLIC © 2014 SAP SE or an SAP affiliate company.19. Features How the assortment list is used in practice differs from one company to the next. the assortment list will not include any changes made in August. the ERP system uses different IDoc categories: The older (classic) IDoc type WBBDLD0 3 permits only one price per article. This way. This is sufficient for most retailers.g. so that store orders and the store assortment are always based on the latest information.Implementation Considerations These functions are part of the business function Retail Enhancements (ISR_RETAILSYSTEM) that you usually activate with the Retail business function set. Use Message Types The following types of assortment lists are available: Full version This includes all articles and related data that are currently valid as of the date when the assortment list was generated. In the example above. EDI.1. Mixed versions are particularly appropriate for SAP Store. HPR version processes most – but not all – master data that also processes the classic report and also allows a higher processing speed. you can choose between the classic version and the high performance retailing version (HRR).

see POS Outbound Reports for Assortment Lists . if an article is supplied by a new vendor as well as existing vendors. then the assortment list will not be generated until you resolve the problems. subsequent sort number If the sorting methods available as standard do not meet all your requirements. which have changed their relationships. Sorting takes place before the data is prepared and therefore determines which data on an article is read first. The exact date on which an assortment list is created is calculated from the last creation date for the site plus the cycle time defined for the relevant assortment list type. If you sort by layout area. Page 33 of 100 . and finally by article number. see also Splitting the Print Run from the IDoc Run . if you sort by vendor. or both. The sorting method also determines the structure of the assortment list and the page headers displayed.2 Message Creation Assortment List Cycle Control The assortment list type divides articles subject to the same message creation cycles (for example. Profiles are assigned to sites. This allows you to create a customized subset of the assortment list. An article is assigned one assortment list type at client level. since the article’s relationship to the old vendors is unchanged. the article will only appear for the new vendor. Structure How articles are arranged in an assortment list depends on the sorting method used. The recipient (site) of the message is assigned an assortment list profile that controls the assortment list mode (this determines how the message is used .for version management or for data interchange). The following sorting methods are available in the standard system: By vendor/merchandise category/article number Articles are sorted first by vendor. If errors or warnings exist. For troubleshooting reports.19. for example. You have the option of creating only an IDoc. Vendor/vendor sub-range/article number Department/merchandise category/article number Department/layout/layout module/article number Layout area.1. the intervals in which a message is created and the lead time required) into groups. the same article will appear for every vendor for which it is valid. For example. Some sorting methods allow an article to appear multiple times. however. the same article will appear for every layout area for which it is valid. The sorting method used in each case can be defined in the assortment list type. You would use this.Manual request With this message type you select the articles and recipients you want. then trigger the assortment list request manually. Note Initialization assortment lists may only contain valid datano error or warning messages. then by merchandise category. if you have a new store and are establishing the assortment in that store for the first time. All rights reserved. In change versions. Initialization This is the same as manually creating a full version. you can code your own sorting methods. Change Message PUBLIC © 2014 SAP SE or an SAP affiliate company. A customer enhancement (user exit) exists for this purpose. passing data only to Version Management. the assortment list only displays those articles. 1. Control parameters for creating an assortment list are grouped together using the assortment list profile. To reduce the time needed for generating the assortment list. For example.

all the stores that carry this article and that use this price list type for this merchandise category are informed of the price change for this article. The assortment list generation status is contained in the application log. There is a relationship between every field in an IDoc structure and the corresponding field in the change document. The system then reads the master data for the articles and recipients involved and creates the necessary IDocs. This allows changes to master data to be identified and passed on to the proper recipient during master data distribution. Article selection Change pointers are the triggers used to identify the objects for the change versions.89 from $2. It is also possible to activate the creation of change pointers that only point to objects that have been changed. change documents are created that track every change to every field. See also Sales Price Calculation Data Preparation PUBLIC © 2014 SAP SE or an SAP affiliate company. During generation of an assortment list. For change messages. Technical Procedure Change pointers created for the assortment list are analyzed by the system. When assortment lists are being created. The data is converted outside the system and then transmitted. If the price of an article is changed at price list level. The system also has to select all older changes that had not been activated by the end of the last validity period but will be activated during the current period in question. When a change is planned for a future date.Selecting Changes to Master Data When master data is changed. you have the option of limiting the articles selected not only to those relevant to the recipient but also to those relevant to a particular assortment list type. articles and dates. then all the stores that carry this shampoo and have the corresponding price list assigned to the merchandise category will be notified of the new price. When you make a manual request. When a full version is created. This simplifies the central maintenance of sales prices for stores and store groups. If one or more articles in a price list are changed the analysis program for changes automatically specifies all the stores that should receive the price changes. These IDocs are then transferred to the IDoc interface for export to external systems. the analysis program for changes also takes price changes into account. If you then assign a different price list to a merchandise category in the store. only those change pointers are selected that will have been activated by the end of the validity period of the assortment list. If the price of a certain shampoo is increased to $2. (This occurs without change pointers for conditions that were created at a point in the distant past. This enables you to select the relevant master data changes for every message category. Imagine for example. All rights reserved. there is a merchandise category H&BA that includes shampoos. The period of validity is determined in both cases by the parameters valid for the assortment list type. Price Lists in Stores You can assign price list types to merchandise categories at store level. The data is then distributed accordingly. and that you assign price list type ZZZ to this merchandise category.79. the system selects all the change pointers that were created since the last correct assortment list generation. this store receives the new prices for all the articles in this merchandise category.) The following figure illustrates how change pointers are analyzed by the system: In analyzing the change pointers. the system selects those change pointers that were created after the last successful assortment list generation. the system produces a list of recipients. Page 34 of 100 . An IDoc structure is assigned to a logical message category. This prevents duplicate selection of change pointers. articles can be selected in accordance with even more criteria.

Enter WBBDLD03 . This way you can see all messages that were generated. the system displays the assortment list generation history (that is. Application Logs Because assortment lists are usually generated in the background on a periodic basis. You can fill further segments you define yourself in a customer enhancement (user exit). PUBLIC © 2014 SAP SE or an SAP affiliate company. Choose Display Tree . you can do either of the following: If an IDoc (intermediate document at the ALE/EDI level) was successfully generated. that then triggers parallel tasks on several application servers. choose Tools → Business Communication → IDoc → IDoc Basis → Documentation → IDoc types. Processing. From here you can also jump to the general application log for the entire run. even in cases where a change version contains no entries because no relevant changes to the data had been made. Every line in this list refers to a generation of the corresponding assortment list. RFC (Remote Function Call) triggers asynchronous. you may want to consider splitting the print run from the IDoc run. Click on this number to jump to the corresponding application log. a number of intermediate documents can be created per recipient. The report output provides an overview of all tasks in process. When an assortment list is generated. When you select a desired line. you can click on the message number to obtain detailed information. Segments in the intermediate document that are not required can be flagged as not required for preparation. This enables you to incorporate user-specific data into the assortment list. the system creates the assortment lists in the normal (serial) mode. of error messages from the RFC and of created IDocs and versions. You have the following options when specifying which server is to be used: a particular group of application servers all available servers If the highest total of parallel tasks is reached. analysis of changed data for change versions). In this case.19. drill down into the assortment list hierarchy until you get to the version level. information and warnings about the data preparation are contained in an application log. So that IDocs do not become too large (10. A complete data record is prepared for each article and each recipient for each day for which a change is made to the master data. you can display assortment lists and then branch to the corresponding application logs.A listing check is made of articles and recipients before the data is read. All rights reserved. If a parallel task cannot be started. This increases throughput speed significantly.1. A single batch report is generated on a server for all assortment lists. you no longer have to take the step of creating IDocs when you do not require them. the IDoc is either made available for transmission and/or passed to Version Management. you also do not have to delete the IDocs regularly. Here again you can click on the application log number to access the application log itself. For a description of each of the IDoc segments: On the SAP Easy Access screen. This data is then entered in the Intermediate document (IDoc). Page 35 of 100 . If you only require the assortment list for perishables. you can display the IDoc data. which is the same for all assortments results from a single task on a single server (for example. data that will become valid within the period in question is also read. As you expand the tree.000 segments maximum). Depending on the assortment list mode. To do this. See also: Pricing Deleting Status Tables and Change Pointers 1. the most recent assortment lists for the selected customer and assortment list type). Alternatively. the system displays an explanation for each node.3 Splitting the Print Run from the IDoc Run Since retailers usually have a large volume of data to be processed in a short period of time. This distributes system resources more evenly and considerably reduces the length it takes to create assortment lists. parallel tasks on several application servers. Within the application log. Parallel Data Processing Assortment lists can be created in parallel. for visual purposes or for SAP Retail Store. not just those restricted to a particular customer. Each of these tasks creates new IDocs for an assortment list. If the system encountered problems during data preparation (in which case no IDoc was generated). The application log number is displayed on the right side of the screen. Using the POS Monitor you can access the application logs for stores. a new task is started when another one finishes. No data is then prepared for these segments. You can also access the application logs by displaying the assortment list cycle.

1. you run the fourth report ( RWBBVCRE_HPR ). In the flexible data part. prior to using the new change version report. Data Structure of the Assortment List Depending on the message type. change version or as a manual request. The data contained in Version Management can be displayed. and address of the site are stored in the assortment list header data. you must run a migration report ( RWDBBMIG ) once only. The system has to search through far less data. How this information is displayed depends on the sorting method used. This information is used to create a table of contents and for defining page breaks when a new group (new merchandise category. Whether assortment list data is used for Version Management or for POS outbound purposes depends on the setting for the assortment list mode in the assortment list profile. or printed. for example. All rights reserved.Prerequisites The following requirements apply. To generate the print version at a subsequent point in time. The following three reports can generate the lists in both electronic form (IDocs) and report form (for display and/or printing). You can even decide to generate a print version several days after generating the IDocs. If you want to include stores in three different distribution chains. they only generate IDocs. the data can be displayed and printed as required. This part can be adapted to your individual requirements.4 Assortment List Version Management Use In addition to preparing the data available for POS outbound purposes. You must use IDoc type WBBDLD04 to allow repetition of time-dependent IDoc segments. etc. Features Seven reports are available for generating assortment lists. The migration report builds the conditions index (database table WIND ) from the change pointers for the assortment list. if you so specify in Customizing. Report Type Report Name Transaction Full version (initialization) RWDBBINI WDBI_HPR Change version RWDBBUPB WDBU_HPR Manual request RWDBBMAN WDBM_HPR Print version generation RWBBVCRE_HPR WBBV_HPR More Information Assortment List Message Types. Page 36 of 100 . for example. open three separate sessions and run one report in each session. You can then navigate through all the articles listed in a site and get an overview of the most important data for each individual article. All stores for which you want to generate assortment lists must belong to the same distribution chain. Reports Generating both IDocs and Print Versions for Assortment Lists Report Type Report Name Transaction Full version (initialization) RWDBBINI WDBI Change version RWDBBUPB WDBU Manual request RWDBBMAN WDBM You still get IDocs automatically. deleted. along with performing other necessary data conversions. validity period. The assortment list type. price segments and listing segments.19. but you can choose whether or not you want to generate the report as well. the system can store the data in Version Management. The major advantage of Version Management is that all important data pertaining to an article is stored at one central point and can be used for a number of sophisticated display functions. All stores within a report run must use the same IDoc reduction settings in the assortment list profile. Reports for Splitting IDoc and Print Runs The selection screens for these reports have a few additional fields. Assortment list items contain information on individual articles. This improves efficiency by restricting analysis of change pointers to a given distribution chain. Assortment list group data is used to generate chapter or section headers and contains information relevant to sorting. version number. This function enables data to be stored and managed in different versions. layout module. data is stored as a full version. Internal parallel processing guarantees efficient capacity utilization of the available hardware.) begins. The first three reports in the following table are similar to those in the table above. PUBLIC © 2014 SAP SE or an SAP affiliate company. if you are splitting the IDoc and print runs: If you have previously used the combined IDoc/print reports and want to start using the split runs.1. However. perhaps at a time when system processing demands are light.

scrolling or searching) can also be used in the display function. you can decide which data is to be included in the line. It provides information on any special article features (for example. It can either be printed or transmitted in the form of IDocs. Page 37 of 100 . expired) versions Versions which are either currently valid. The assortment list provides an overview of all the data relevant to the merchandise assortment held in a store or at a customer. promotions. the status update data and application logs for that assortment list will also be deleted automatically. or else the system can suggest a list of all assortment lists. It provides information on how Assortment Management affects the way site data is distributed. Versions are divided into two groups: Invalid (i. Line data is then created from the IDoc segments for every article and date. using the assortment list data in Version Management. It provides information on how the articles are to be presented and sold in the stores (giving information on placement labels and sales prices. You can then delete all the assortment lists displayed or those that have expired. pass on and manage assortment list data automatically or manually (directly). The information displayed in hierarchy management is taken from the header and group data and is used to create the front page. for all assortment list items flagged for labeling. Prerequisites Partner profiles must be maintained for the recipient before assortment list data can be transferred electronically to the file system. PUBLIC © 2014 SAP SE or an SAP affiliate company. It provides the data base for POS systems or for additionals systems. The standard list processor functions (exporting to a local file. You assign this form in Customizing for the Assortment List.Creating Data If the relevant assortment list mode has been defined for a specific recipient and assortment list type. Depending on the sorting method. Shelf-Edge Labeling Shelf-edge labels can be printed. The assortment list is also the basis for planning replenishments of perishables or for placing store orders in SAP Retail Store. It provides information on the articles that a site can or should order in a particular period.. seasonal merchandise). A certain amount of data is lost in the process. assortment list group data is created when a new group begins.e. You can use it. only data that is no longer required can be deleted. The data on the individual articles is presented in the way in which it was configured and filled in the assortment list item. Since certain information is important for transmission point analysis. since you can configure lines with a high degree of flexibility using the assortment list profile parameters. It provides you with an overview of the different versions that exist and their component parts. Status and Error Tracking When an assortment list is deleted. page breaks and page headers. 1. the merchandise category to which an article belongs or the vendor). A user exit exists for you to fill the line in any way you like. A SAPscript form (assortment_list) is also available to allow bar code printing in the assortment list. All rights reserved. First the header information is compiled and a new version number issued.19. to display an individual group or an assortment list for a specific assortment list type. Displaying the Assortment List The hierarchy management function is an easy-to-use tool for displaying assortment lists. and layout instructions). data is passed on as intermediate documents (IDocs) to Version Management when the assortment list is created. as the line is unable to accommodate all the information contained in the intermediate document. The assortment list has the following functions: Supporting visual inspection planning in stores Assortment lists provide an overview of the listed merchandise in the store with all the relevant data (for example. for example.5 Assortment List Generation Purpose This business process allows you to request. It provides wholesale customers with information on articles in the assortment.1. However. Printing the Assortment List Assortment list data can be printed directly from the screen. Deleting Assortment Lists Versions Assortment lists that have to be deleted can be selected on-line. or for which no more recent change version or full version exists. This data can be determined automatically by the system or be limited by the user to a specific date.

1 Manually Requesting Assortment Lists Procedure To manually request generation of an assortment list. This is recommended if a large number of recipients (for example. The system updates the status and the POS interface document flow. prints it out and/or makes it available for Version Management. stores) receive assortment lists. You can enter the maximum number of parallel processes and a server group to be used. 1. the system make the data available to POS Interface .5. Procedure PUBLIC © 2014 SAP SE or an SAP affiliate company. 3. displayed and reorganized here directly and used to create tickets.Process flow 1. select Edit 4. you select the articles and recipients for which you wish to generate an assortment list.1. Page 38 of 100 .3 Displaying the Assortment List Cycle Use The assortment lists cycle tells you when the last assortment list was successfully created for which recipient and assortment list type. If you want to delete all versions. All rights reserved. In the Control check box. Notes and Remarks Schedule programs with long run times in the background. Edit Delete. The system prepares the data for the assortment list. proceed as follows: 1. If you use the manual option. 3. Choose Program Execute. you can select parallel processing of data.Outbound. checks which changes are relevant for the recipient. 2. Enter the selection criteria for determining the versions to be deleted on the Assortment List: Version Deletion Screen . 1. the assortment list type. recipient). Choose Program Execute. 2. Note All the key pieces of information on articles are managed together in Version Management. you can have the system generate either a full version or a change version in cycles.19. 3. and when the next assortment list will be created.19. select Delete. Depending on how the assortment list type is configured. There are two ways to generate an assortment list: Generating the data automatically If you use the automatic option.19. If you use the automatic option. The system determines from the assortment list type the next date for creation of the assortment list and. Generating the data manually You can either prepare the assortment list for specific articles or carry out initialization (the manual creation of a full version). Assortment list data can be printed. if a change version is being prepared. Enter selection criteria for recipients and articles on the Assortment List: Manual Request Screen . You can check the processing status of the IDocs via the POS Interface Monitor.5. 1. you schedule a background job. Results You then receive a list of the IDocs created. The system prepares the data for the assortment list and arranges it according to the criteria you selected. 1. If you only want to delete invalid versions.2 Deleting Assortment List Versions 1. 1. The system generated a list of the assortment list versions. providing the system with the necessary data (for example. 5. 4.1.1. arranged according to valid and invalid versions. 2. Prerequisites You must schedule a background job before the assortment lists can be generated regularly. The system distinguishes between full versions and change versions.5. You can also generate sales tickets by using assortment list data.

which can be created and edited via SAPscript PUBLIC © 2014 SAP SE or an SAP affiliate company. This new data is in addition to all the previous data. This report provides a quick and easy way to search for such an object. Dummy Initialization for Assortment Lists Initializing assortment data for a new store can be time-consuming since so much data is involved. You can select reports from an online transaction. This report will not work if the change pointers were already deleted after the previous run.) Change Pointer Deletion Standard ALE report RBDCPCLR enables you to delete change pointers. and multimedia kiosks at the point-of-sale. However. assortments Structure information (which includes rough placement of articles within the catalog) From the SAP Document Management System: multimedia objects (images. However. Reorganization check for Assortment Lists If the RWDPOSRS report fails to complete a reorganization run for some reason. you can run the individual reports independently or in any combination you desire. and so on). This may cause the reprocessing report to include more articles than the original download. This report allows you to do a test rerun using the same change pointers that were handled in the previous download. proceed as follows: 1. It comprises several individual reports. The individual reports are: Object analysis This report checks the IDoc types to be exported via POS outbound processing and determines whether the program will encounter any errors. This helps ensure that you will have a clean initialization run. you need to be able to reproduce errors so you can determine how to fix them. Reprocess Handling When troubleshooting.To display the cycle for an assortment list. Choose Program Execute. Reorganization Similar to the Change Pointer Deletion report above. Troubleshooting the data before actually performing the initialization can save time by uncovering possible problems. sound. retrieve.19. video. and manage data to be used in advertising materials such as catalogs. The system produces a list that contains planned creation dates. online services (WWW. IDoc analysis for Assortment Lists It often happens that you need to find a specific object among thousands of IDocs. and are intended for troubleshooting purposes. it runs all the associated reports for a full analysis. there is usually some time delay (perhaps a few days) between the POS run and the analysis. 1. None of the previous data will be omitted. the dummy initialization report simulates an initialization run and analyzes the results so that you can address any problems. the system displays the creation history for the recipient and the corresponding creation and transfer status. during which time the system may detect new change pointers. 2.2 Product Catalog Purpose The Product Catalog function allows you to store. Note If you double click on a line. animation. To meet this need. you can run this troubleshooting report to determine possible causes. Compuserve. You can target this report to specific sites and/or articles. and so on) Text. the previously existing analysis report could only be run after the initialization run takes place. No Customizing settings are necessary. If you execute the central group. (See also transaction WE09 . prices. Page 39 of 100 . This new report interfaces with RBDCPCLR to make it easier to use for the retail area. CD-ROM disks. Data that can be managed includes: From the SAP Retail database: article master data. On the Assortment List: Analysis of the Next Creation Dates Screen enter your selection criteria. Alternatively.6 POS Outbound Reports for Assortment Lists Use There is a central group report that you can run to analyze data for generating assortment lists via POS outbound processing. but it does not provide any suitable navigation features for retail. All rights reserved.1. promotional flyers. 1. this report interfaces with report RWDPOSRS to make it easier to use for the retail area. Integration These reports are usually executed after a POS Outbound Processing run. No data is actually sent or processed by the dummy initialization report.

Winter catalog. Summer catalog. where users can drill down from general categories to more specific ones (for example. For example. Product catalogs can be created and maintained in a multiuser environment. This is especially useful for online catalogs. Features Ability to create variants of a product catalog based on language or foreign currency (for example. and choice of payment (invoice or credit card). Products can appear more than once. these are often available electronically as CD ROMs. or via a BAPI. In addition. Instead. then import it into the production software of your choice. then you enter this data in the Document Management component. including their prices and article numbers. audio. if you want to integrate images. on the Internet or from kiosk systems. You can export data from the SAP system for use with your own or other third-party production software to produce a camera-ready (or multimedia) catalog.1 Product Catalog Processing Use This business process allows you to maintain product catalogs. an English catalog in USD. 1. However. Ability to create a catalog in hierarchical format. Product catalogs are generally issued periodically in different languages and for different currencies. computers can be sold under both “home electronics” and “office equipment. and so on). for example. the ERP system is itself sufficient to produce an on-line product catalog for the Internet with no additional software. Product flyers and catalogs contain information on articles. since pricing is automatically calculated and the latest price is always in the database. home electronics > televisions > specific TV models). you cannot insert the wrong price). along with the BAPI which allows you to export data. Text can be entered either in SAPscript. This has several advantages: You can manage everything through a single system. a German catalog in DM). In addition to the printed form. or video in your product catalog. of course. Product catalog data can be exported to third-party systems. You can use the same data for several different media (print. Implementation Considerations Use this component if you want to: Manage data for product catalogs or other advertising materials Manage data for online stores for the Internet Export up-to-the-minute article and pricing data to an external production software package Integration To create product catalogs or other advertising materials. You reduce the possibility of errors (for example. Constraints This component does not produce a final product catalog for print purposes. All rights reserved. or in a document produced with third-party word processing software and then managed in the SAP Document Management System. it provides the data relevant for the catalog. meaning that several people can work on the same piece in parallel. You can easily produce a new version of the catalog whenever desired (for example. you must first configure the Article Master Data and Pricing components.1.You can then combine this data as desired using the Product Catalog component. Product catalog data can also be exported in IDoc format. and so on). have the same article appear in different sections with different pictures. Page 40 of 100 . yet ensure that the price will be consistent wherever the article appears. Internet. PUBLIC © 2014 SAP SE or an SAP affiliate company.2.” You can. order entry. Ability to create Internet online stores with integrated customer master record creation. rather than having to keep track of some objects in the SAP system and some elsewhere. either in IDoc format from the Product Catalog menu.

14. You define the variants of the product catalog. or video animation. position the cursor at the required point and choose Texts . Go to the Create layout area menu. To do this. Note The calculation schema (sometimes referred to in the system as the pricing procedure) is determined via the sales area. Give the layout area a name. if required. 10. 9. (Optional) Assign an authorization group to the layout area. 4. PUBLIC © 2014 SAP SE or an SAP affiliate company. You can assign multimedia objects (texts. To do this.2. 15. Create a new layout area without a proposal by positioning the cursor on the node at which you wish to insert the layout area and choose Edit Create layout area . and the language for which the variant is to be valid.) via the Document Management System to each layout area or article assigned. proceed as follows: 1. Depending on whether you have already created a layout area. 2. for example. images. 6.Process Flow 1. You can have the Classification System propose a layout hierarchy. 7. Note Documents that you assign must be of a type that can be linked with objects WLBM (for articles) or TWGLV (for layout areas). A layout area can either contain articles or other layout areas assigned to it. All rights reserved. language. 12. (Optional) You can also define a long text and a heading in the languages of the variants for the layout area and for each article in the layout area. the currency. 8. 17. Repeat steps 9-12. the system uses the current date. Save your entries and create further layout areas if necessary. Enter a description for the product catalog. The price in the ‘subtotal 1’ level of the calculation schema is copied to the product catalog. 3. you can copy the long text from the article master data by selecting Basic data text . the document type L01 is delivered in the standard system. To do this. For each variant you wish to maintain. Note When you maintain texts at item level. the name. You assign the product catalog you wish to create a number and a name and maintain the data relevant to price determination. 1. 5. enter a number. For further information on product catalog processing. 3. 2. you cannot assign any further layout areas below this. 13. 16. currency and. If you do not enter data in this field. You can choose Layout to define how the advertising piece is to be structured. Enter the period of validity for the product catalog. You define how the product catalog is to be structured (the layout) by creating layout areas. 4. You must enter a document schema and a reference customer so that prices can be found for the articles contained in the product catalog. etc. On the Create Product Catalog: Initial Screen enter a product catalog number and choose ENTER. If you do not wish to create any further layout areas below this new layout area. To meet these requirements. but do not assign any articles to the layout area. You can also enter long texts and headers (titles). document schema and customer pricing procedure. in particular document links. please refer to the Document Management (control data) section of the implementation guide (IMG). choose Documents . Give the variant a name. This could be a photograph or a formatted layout page. enter the articles you wish to assign to the layout area with the required units of measure. (Optional) Assign an authorization group to the product catalog. Enter the heading and long text and go back a step via Goto Back. a merchandise category. You can then assign a document created in Document Management to a layout area or to a particular article in a specific unit of measure. Maintain the product catalog variants.1 Product Catalog Processing Procedure To create a product catalog. Page 41 of 100 . or a layout module. select the relevant article class type and class (such as a merchandise category hierarchy) and then select the structures in the hierarchy tree you want to transfer.1. Maintain the data relevant to price determination. Note Once you have assigned articles to a layout area. You also have the option of displaying the article prices in a particular currency in the product catalog. Notes and Remarks Data will be made available to an interface for further processing (so that print layouts or HTML files can be created). If you wish to assign further layout areas to the layout area to be created. Note The root to which you can assign the hierarchical tree structure of the layout is predefined. select the layout area to which you wish to assign a layout area on the same level or on a lower level. a dialog box appears asking whether you wish to create a layout area on the same level or on a lower layout area. You can also enter a key date for which pricing is to be carried out. (Optional) You can also enter an advertising material and the number of copies planned. You can enter a sales area or choose Choose to obtain a list of sales areas valid for the reference customer. specifying the number. You can also have the system propose articles from a class. 11. (Optional) You can insert documents. Save your entries.

In product catalog maintenance. To do this. as this determines the rough positioning of the articles within a layout area. 19. A layout area item consists of an article and a unit of measure. or U. and the second one as the promotion price. based on the default document schema from the global retail settings in Customizing. you cannot place an article more than once in a layout area using the same unit of measure. each time with a different unit.S. (Optional) You can move parts of the layout hierarchy. and sales area data (or click a button to have the system retrieve the sales areas relevant to the reference customer you entered). so both prices are visible. this date must be within the validity period for this product catalog. based on the latest currency exchange rates.18. if there is a promotion price. For each catalog variant you can display prices in two currencies: for example. the second value will always be derived from the first. otherwise it will use the normal price. Notes and Remarks The sequence in which you insert items is important. Within a layout area. In each case.” but you cannot have a 16-oz can of Italian plum tomatoes appear twice within “canned goods. 20. a reference customer (which may be a store) for whom the system can retrieve sample prices. SAP Retail-specific algorithm to determine prices. If you omit the key date. So an article can have a different price in your wholesale catalog than it does in your retail catalog. A layout is a hierarchy of layout areas . This will determine the calculation scheme. only one price is shown. (Optional) You can also move items within a base layout area in the same way as described in step 16.2 Product Catalog Basic Data and Pricing Use The following kinds of basic data are associated with the product catalog function: Data relevant to pricing Display options for pricing and currency Validity period Catalog type Authority group Unit of measure for display area in catalogs Variant (one for each combination of language and currencies for which you want to generate a product catalog) Depending on settings in Customizing. You can also enter a key date for price determination. If a layout area is highlighted in red. Choose Move to reassign the part of the hierarchy you wish to move to the required point. you must enter a document schema. even though this is possible. The system interprets the amount designated as subtotal 1 in the calculation scheme as the normal price and the amount in subtotal 2 as the promotion price. the system will use the pricing conditions valid for that date in its calculations. However. If there is no promotion price. In any case. In this case. Page 42 of 100 . the document schema. select the part of the hierarchy you wish to move. Each layout area contains either individual items or further subordinate layout areas. the system will display the normal price with a line through it. (If you want to have several instances of an article with the same unit of measure. then the system uses a different. each instance must be in a separate layout area.2. Non-active checkboxes for Documents and Texts exist for the layout areas and the items assigned to these. Pricing depends on the sales area. then only the normal price will appear. you can ensure that pricing is specific to a given catalog only. Note By using the product catalog number as a key in the pricing condition types. 1. 1. no article has as yet been assigned to it. you can have a 16-oz can of Italian plum tomatoes appear once in both the “canned goods” and “specialty foods” layout areas. Save your product catalog. the condition types used for the normal price and promotion price are defined in Customizing for retail pricing. the system will use the promotion price. French Francs and the equivalent in Euro. If you omit the document schema. if one exists. and the customer pricing procedure in the master data for the reference customer used.2. Position the cursor on the node at which the selected node or part of the hierarchy is to be inserted. dollars and Canadian dollars.” However. The SAP system helps you lay out the various sections of your catalog and assign data to them. All rights reserved. pricing information for the current day will be used. a single article may occur more than once. PUBLIC © 2014 SAP SE or an SAP affiliate company.3 Product Catalog Layout Use The structure of a product catalog is referred to as its layout . By double-clicking on these fields you can go directly to an existing document or text link. In the online store.) Example You can have a 16-oz can and a 32-oz can of Italian plum tomatoes in a single layout area called “canned goods. the following data may also be maintained: Catalog code Promotion In order to calculate prices for articles in the product catalog. The numbers that appear next to the layout areas in the hierarchy tell you how many articles have been assigned to each layout area.

or multimedia objects assigned to it. you can select which variants you want to include (for example.Next to the layout areas at the lowest level of the hierarchical tree. 1.e.2. in this case. you can specify authorization checking for the following activities: Change Display Copy Delete Display changes Generate IDocs Create layout areas Change authorization group You control these activities via authorization object W_PCAT_MTN . the field Authorization group is ignored. Users can have authorization for the entire catalog. For details. price. PUBLIC © 2014 SAP SE or an SAP affiliate company. You can also copy individual layout areas from one or more catalogs to another. or the Classification system and insert them in product catalogs. a blue cotton blouse in size 36). create other layout areas that appear after it (i. When you enter a generic article. you can change the order of the layout areas and the articles afterwards. For example.e. If the customer-specific characteristics values match the characteristic values for a layout area. you cannot then create another layout area beneath it (i. subordinate to it). The system displays the article category for every article in the product catalog. text. as well as texts and documents which are valid for those variants. only their variants (for example. In product catalogs.5 Generic Articles. and whether document or texts are associated with them. themes (e. All rights reserved. Activities Catalog Level Authorizations For the entire catalog. The order of the layout areas and the order of the items within each layout area serve as a rough placement for the articles within the product catalog. If necessary. Page 43 of 100 . Generic Articles and Variants Generic articles themselves are not sold. the system handles each of these article categories differently. you must enter an authorization group in either the basic data for the entire catalog or the specific layout area(s) as appropriate. Text and multimedia objects can be assigned to individual items as well. wedding gifts). product categories.g. you must have the following authorizations: For the existing authorization group: Change authorization group For the new authorization group: Change the catalog or layout areas 1. Each article occupies a single line. you can specify authorization checking for the following activities: Change Display Delete Move Change authorization group You control these activities via authorization object W_PCAT_LAY . unit of measure. the layout area will be displayed for the customer. You can still. layout modules. When you are assigning articles to a layout area. You can select articles from merchandise categories.. using the same method. see Article Selection for Product Catalogs . and Sets Use SAP Retail recognizes different article categories. or for specific layout areas only. the system displays the number of items assigned to that layout area. otherwise. a red silk blouse in size 32. it will be hidden.. however. You may or may not choose to display the final product catalog in a hierarchical fashion. Layout Area Authorizations For specific layout areas. Once you have created a layout area with articles. Individual Articles When you enter an article.. Variants. It allows you to hide or display certain layout areas for certain customers based on the following: Settings in the customer profile Characteristics you assign to layout areas in the Classification System. you might choose simply to use the hierarchy structure to modularize the planning process of the catalog.4 Authorizations Use You can establish authorizations for product catalog maintenance and access to product catalog data. at the same or higher level. you can associate layout areas with chapters. Changing Authorization Groups In order to change an authorization group either for the basic catalog data or for a layout area. In order for authorization checking to take place. You can also use W_PCAT_MTN to establish authorizations for creating new product catalogs. Filtering is especially useful for the SAP online store.2. or catalog pages. the generic article "women’s blouse" may have variants in different size-color combinations). The meaning you want to assign to the layout areas is left to your own interpretation. generic articles serve as a means of grouping variants. Each layout area can have a header. the system displays such information as description. but at a later point in the catalog).

To simplify the display. Articles that were already chosen during the current session are highlighted in yellow. In addition. you return to the layout area screen. Selecting (or deselecting) a tree node always selects (or deselects) all the nodes which belong underneath. See also: Articles: Generic Articles and Variants 1. or a class that has an article class type (see above). you can click to select a class that has an article class type. a 20-piece set of china with 4 each of dinner plates. Normally. so you can copy several independent subhierarchies into the catalog. You can then select one article.) Sets When you enter a set. You can override the warning if you really intended to include only a single variant. the hierarchy structure is preserved). As with generic articles and variants. See also: Classification 1. you can also create logistical variants in the article master. (In the standard SAP delivery. When you move a set. you only have a single hierarchy copied into your catalog. In base layout area maintenance. the variants move with it.6 Article Selection for Product Catalogs Use In addition to entering articles manually. a subset of articles. However. If you move the generic article. but one of its logistical variants may have a unit of measure each . a layout module. The generic article has a "+" next to it. Articles that were already chosen during the current session are highlighted in yellow. this allows a variant to have a unit of measure that is different from that of the generic article or other associated variants. If you deselect the checkbox Only sub-trees on the initial screen. All rights reserved. (Quantities are not relevant for variants of generic articles because they are always sold singly. sets themselves have a price but their components do not.2. the generic article may have a unit of measure pallet . or the Classification system and insert them in product catalogs. and therefore cannot be selected again. Clicking again will expand the list to show the variants. With Only sub-trees selected. Individually selected variants can then be assigned to generic articles that are already in the layout area (assuming this has not already been done). each on a separate line with a "–" next to it. You can remove variants singly by deleting them from the layout area screen or by redisplaying the selection matrix and deselecting individual variants.7 Catalog Codes and Article Order Numbers Use In SAP Retail. Generic articles are highlighted as red hierarchy nodes with their variants listed underneath. or all articles to be included in the layout area. Page 44 of 100 . 300 and in particular the merchandise category class type 026). (This is for ease of viewing only. you can click a merchandise category. or class. you can choose article order numbers that differ from the master data article numbers. The system displays a list of articles that belong to this merchandise category. a variant has the same unit of measure as the generic article. However. this includes 001. In this case. if you plan to enter several variants. or the entire sub-hierarchy. all its variants will also be removed. an individual article or set) between variants of a generic article. However. you can expand and collapse the list. all components are deleted from the catalog as well. etc.2. cups. layout modules. which may be different from other variants of the same article. and does not affect the contents of the list. it is easier and faster to enter the generic article first and then select the variants. For example. then all nodes above the selected node are selected as well.The system displays the variants as a matrix (table format) from which you can make selections. more. that is. for example. Likewise if you delete a set. The nodes of the class hierarchy will become nodes in the layout hierarchy (that is. 200. In contrast to generic articles and variants. showing how many of each article make up the set. the area where the variants are displayed is protected. since the components and quantities are fixed. there are two ways in which you can select articles from merchandise categories. In layout maintenance. The variants are displayed directly beneath the generic article. a new column appears. The system will display that portion of the hierarchy which pertains to the selected class. Each variant displays its individual price. Articles that have already been added to the current layout area are marked in red. nodes above the selected node are not automatically selected. all its components move with it. the system includes all the components that make up that set. After the variants have been selected.) You cannot delete a component of a set. the system will issue a warning. and the new nodes will be highlighted. you can collapse the list so that only the generic articles are shown and not the variants. layout module. If you enter only a variant (without its associated generic article) on the layout area screen. At any time you can select additional variants to be added to the catalog. for inclusion in the layout hierarchy. If you remove a generic article. The selected nodes are inserted (highlighted) at the bottom of the product list of the base layout area. the default case is for article numbers in the SAP master data to appear in product catalogs. From this list you can select one. The selected hierarchy portion is then inserted into the layout directly under the root level at the top of the layout. You can also copy layout areas (or portions of a layout area) from one catalog to another by using these same techniques. all articles for one or more levels. This enables you to compare sales revenues generated by different catalogs and thus fine-tune your PUBLIC © 2014 SAP SE or an SAP affiliate company. You cannot insert another article (for example.

Since an article can be assigned to more than one layout area. By configuring the system to add this catalog identifier in front or in back of the article number (for example. During sales order transactions. 1. Each element is considered a separate document. you can click a button to copy the basic data text stored in the SAP Retail Article Master into your catalog. When you assign an article to a layout area. You can also create a header for each instance of an article and for each layout area. the basic text and associated documents can be automatically copied from the article master data. In Product Catalog Maintenance: On the basic data screen. with different article order numbers for tracking purposes). The system can generate article order numbers in the following ways: Article order number = catalog code + article number in the master data Example : WINT123456 Article order number = article number in the master data + catalog code Example: 123456WINT Either of the above alternatives. for example. different parts of the country. you can specify whether text is to be copied automatically. 1999 catalog.2. For more information on how article order numbers are used in sales order processing. and if so. while only 20% resulted from a tiny picture stuck in the back of the catalog. All rights reserved. but with a separator symbol Example: WINT123456. In Customizing for product catalog types. but you can branch to the SAPscript Editor to add as many more lines as you want. then in layout area maintenance you can manually assign an article order number to each individual article. not specific to a single product catalog). you assemble these elements within the PUBLIC © 2014 SAP SE or an SAP affiliate company. 1. for example. Four lines are shown for this text. you can tell exactly which catalog generated the order. you can assign a different article order number to each instance of the article with in the catalog (equivalent to having an article appear on multiple pages of a catalog. you assign a catalog code to the specific product catalog. and are normally used in conjunction with the SAP master data article number.e. Structure Catalog codes are limited to 4 alphanumeric characters. you can see. whether or not article order numbers are to be used). see Catalog Sales .9 Multimedia Objects Use You use the SAP Documentation Management System that comes with the SAP system to create or store such elements as formatted text and images (or for electronic media. that the half page spread for a cashmere sweater yielded 80% of the sales revenue for this article. if needed. The following text options are available: You can create text that applies only to the specific product catalog.8 Catalog Text Use Text can be associated with layout areas and with individual articles. One article may have several article order numbers. B99 = early fall. However. A product catalog can have only one catalog code. When you later analyze the data. customers give the article order number that appears in the catalog. 123456/WINT According to a custom algorithm that you can define in a user exit You can change the system-generated article order numbers manually. Page 45 of 100 . women's section in front. which kind of text. You can assign catalog codes (also called source codes) to identify each of these catalogs. Or.marketing strategy accordingly. men's in back. two different articles cannot have the same article order number. If you want to have article text that is used repeatedly (i. Integration In Customizing you can define product catalog types. You can have different product catalogs based on different seasons. The system can then determine the catalog associated with this article order number. even video and audio) for your product catalog. Then you can change it for the purposes of your catalog without affecting the original description in the master data record. or other demographic data.. B99-1234567 or 1234567B99) to form a unique article order number. The total order number cannot exceed 18 characters (including the catalog code).2. you may mail out the same catalog several times during a given season (especially at Christmas). or have a user exit that automatically generates the number. You can specify whether or not catalog code numbering scheme is internal (system-generated) or external (user-defined) codes. The catalog type causes certain parameters to be established for the catalog (for example. but with a different cover picture each time or with a different sequence of catalog sections. If you want to use article order numbers that differ from the master data article numbers.

this will start the appropriate application. Depending on whether the customer's browser or viewer application supports a particular file format.) Empty layout areas (i.. Current pricing information is shown for each product.2. you can specify whether text and documents are to be copied automatically or not. When you assign an article to a layout area.jpg.txt. clicking on a hyperlink will cause the object to be displayed or be downloaded to his or her PC. many people are involved in planning a product catalog.doc. This is useful. . You can manually select which catalogs or positions to export.avi or . such as . These record what was changed. fully able to support sales transactions over the Internet. the basic text and associated documents can be automatically copied from the article master data. but you can change the Customizing settings and alter the HTML Business template so that they do appear in lists as well as for individual shops and products. Corresponding General Documentation: Document Management 1. images. or prices. You can display formatted text. customers can browse through the products offered online. by choosing Display Original in the pop-up dialog box where you link the documents to the product catalog. . Corresponding General Documentation: Document Management 1. The system automatically creates change documents for product catalogs. texts.2. you can use the ALE change pointers to detect which catalogs and positions have changed and need to have IDocs created.10 Status and Export Information Use Normally.e. Images in . There are two IDoc types: one for the catalog structure and one for the position (article) data. which comes with SAP Retail. when you want to initialize a catalog on an outside system (that is. Multimedia objects are not normally shown in lists. a small image. those containing neither items nor subordinate layout areas). The interactive online store also integrates customer data creation. Activities Product catalog data can be exported to third-party systems. You can change the Customizing settings to display additional multimedia objects (for example. either in IDoc format from the Product Catalog menu. Alternatively. highlighted in red. and if so. .gif format will appear as thumbnails next to the hyperlinks. which kinds. and a sound file. While that application is open. if you wish to update an existing catalog. This reduces the quantity of data that needs to be exported. Integration with the Online Store Normally an article can have up to three multimedia objects assigned to it: a large image. Microsoft Internet Explorer . You assign these objects in product catalog maintenance and they will appear as hyperlinks in the online store at the product detail level. export an entire catalog to that system for the first time). The online store is a virtual retail store. or via a BAPI. allows this linkage.wav.wav files). and so on. Document type L01.avi. Assuming that the appropriate customizing has been done in the Document Management System. opening a separate window to display the text or image. . The Product Catalog component supports this task by providing the following information: Status of the documents Missing document links. . . In Customizing for product catalog types. either by clicking through the product groups or by using a search mechanism.wmf. Integration Both Product Catalog and Online Store Internet Application Components (LO-MD-AM) use a standard Internet browser interface (for example. for example. All rights reserved.jpg or . Their activities must be coordinated and controlled. PUBLIC © 2014 SAP SE or an SAP affiliate company.catalog component and link them to the articles and/or layout areas you have already assigned to the piece. and the date on which the change was made. and credit card payments capability. Page 46 of 100 . Sales orders entered via the online store are assigned to the sales area contained in the Product Catalog basic data. order entry.11 Internet Product Catalog and Internet Online Store Use There are two Internet Application Components which are based on the Product Catalog functionality: Product Catalog Online Store In both components. Although a document may be of type L01. (This information is indicated by checkboxes near the layout area items. it can have an associated file with one of a number of different formats. who made the change. Prerequisites You will need to assign each document a document type that allows linkage to layout areas and layout area items. you can edit the Product Catalog window.

There are no distribution costs.12 Product Catalog and Online Store on the Internet (LO-MDAM) Use The Internet Application Component Product Catalog provides you with a simple and efficient way of presenting your range of products effectively on the Internet. You can customize these so that the content and appearance is different in each case. worldwide accessibility. a business-to-business catalog for retailers). The supplier's system runs the Internet Application Component Product Catalog and Online Store . while the buyer's system runs SAP's Business-to-Business Procurement or Procurement via Catalogs. but not to product group nodes. Product catalogs are an important advertising medium which provides customers with product information. Instead of your employees taking calls and entering sales orders. documents and texts assigned to the generic article itself are used. as there is no need to ship the brochure. fruit) In Internet catalogs and online stores. and perhaps make changes to their order accordingly. Product catalogs bring considerable benefits in terms of the up-to-date nature of the information offered and its global availability. See also: Product Catalog and Online Store on the Internet (LO-MD-AM) 1. these correspond to the layout areas underneath the shops. order entry. All rights reserved. product groups are presented. where they can also be used by store personnel to show customers any products that might not be stocked in this store but which may be ordered. Level 2 (and higher): Product groups (for example. produce). TVs. and credit card payments capability. which allows you to do the following directly in the vendor's system during a procurement transaction: Search for and select products Request quotations Create sales orders The entire solution is based on interactive data exchange between the systems of two business partners. the customer does this directly. Product catalogs are also environmentally friendly: they require no paper and no other materials need to be consumed or processed. you can assign texts and documents to shop layout areas and to articles. For more information on these kinds of files. PUBLIC © 2014 SAP SE or an SAP affiliate company. An Internet product catalog can be continually updated without incurring additional production expenses and is available to an immense. Customers choose a payment option: invoice. the component supply industry. The interactive online store builds upon the basic product catalog functionality and also integrates customer data creation. consumer electronics. without having to make a phone call or send a fax. unlimited target audience. You receive sales orders directly online. It is considerably easier. From a single product catalog in the SAP system. if valid. Consequently. Customers can choose to register with your business. or audio files. and multimedia objects such as pictures and audio clips. small pictures. They can check stock availability online. The Internet version also allows you to save on costs for the layout design. women’s clothing. You could also think of this level as a store department. If the customer chooses to pay by credit card. one for retail customers. An extension of this product catalog is the Internet Application Component Online Store . Type of Internet Application Component Consumer-to-Business Business-to-Business Internet product catalogs can be used in a variety of ways. this information can include text. and can have quotations created for them. as soon as they are entered.2. They can place orders at any time. They always have up-to-date price information. The online store can also be used as part of an integrated solution. see the expected delivery date. women’s blouses. Invoices are handled as normal billing documents in the SAP system. This enables you to react to your customers’ requirements very quickly. one for wholesale customers. the credit card data is checked and. the layout hierarchy for an Internet catalog must have at least two layout area levels: one for shop nodes and the other for the product groups. Documents can include large pictures. and one for franchisees. The online store is a virtual retail store.An Internet product catalog consists of several shops (similar to store departments) so that customers can navigate more easily to find the products they want. For generic articles. thus reducing your overhead. and this triggers the creation of Customer master records in the SAP system. They enter only their address data. including any applicable discounts or rebates. current prices. credit card. no production costs are involved. which are managed by the Document Management System. or COD (Cash on Delivery). for instance. then both you and your customer can enjoy further. Benefits for you as the supplier: You can increase your sales volume due to 24-hour-a-day. day or night. fully able to support sales transactions over the Internet. significant benefits: Benefits for the customer: They can take direct action once they have decided to buy. Within the shops. for example. see Customizing under Logistics General Logistics Basic Data: Product Catalog . faster. you can create several different online stores on the web. or multimedia kiosk systems at the point of sale. since the layout is automatically generated. not those assigned to the variants. If you use the Internet Application Component Online Store . such as mail order. whereas a paper or CD version can incur high costs in comparison. (There can be several product group nodes attached to a single shop). When you create a product catalog on the Internet. In the SAP system. the system allows the transaction to proceed. Level 1: Shop (for example. Page 47 of 100 . wholesale (for instance. and more cost-effective to rectify errors in an Internet version than in a paper or CD ROM version.

an entry must be made on the first line. the Internet product catalog consists of several levels: Overview of the shop (these are layout areas at the top level of the product catalog layout) Detail screen for a shop Product lists Detail screen for the product You can easily switch from one level to another in the Internet product catalog. All rights reserved. One-time customers are allowed. pictures. 1. the form requires the customer to enter up to four lines for the company address. they are prompted to enter their password. so that he or she can resolve it. Text. one for retail customers and one for wholesale. Depending on whether the early registration flag in the Customer Management Profile is checked.avi or . After customers are registered.Integration The Internet product catalog is based on the data from the Product Catalog component in the SAP system. then: The system informs the customer that the transaction was not completed. Images in .jpg or . you can determine whether authorization takes place online or offline. Features It is possible to implement the Internet Application Component Product Catalog in the following ways: Strictly as a product catalog. since the data will not be needed for future use.wav files). As part of an integrated solution which involves interactive data exchange between the systems of two business partners. Instead of requiring a personal name. for example. You can also determine whether customers are to receive a confirmation of the order via email or not. you can also handle business-to-business transactions via the online store. they only need to enter basic data needed for the sales transaction. call up. The system proposes a delivery date. If they do. PUBLIC © 2014 SAP SE or an SAP affiliate company. It is also possible to schedule markups as well as markdowns. In addition to individual customers. Multimedia objects are not normally shown in lists. The system will not create customer master records for these customers. You can change the Customizing settings to display additional multimedia objects (for example. you can also have customer-specific prices appear in the online store. SAP Workflow sends a message to the person responsible. Instead. If you choose the online store. Customers can choose payment by invoice. your customers will be able to place their orders directly on the Internet. a small image. then the system creates a customer master record for them and assigns them a customer number and initial password. . Page 48 of 100 . CD-ROMs. there are two possible scenarios: One-time customers are not permitted. The supplier's system runs the Internet Application Component Product Catalog and Online Store . and sound extracts can be used for shops and product lists. but the customer can override this and type in a different delivery date. Markdown planning allows you to establish dates for scheduled markdowns before the start of a season and monitor planned and actual sales on a regular basis to see how well the markdown strategy is working. This data can be combined to suit your advertising requirements. You can have a ship-to address that differs from the sold-to address. or verified and they enter payment information. with integrated sales order entry and creation of customer master records. customers do not register. Normally an article can have up to three multimedia objects assigned to it: a large image. The system will then check availability and verify whether the desired date can be met or not. If they are existing customers. or are purchasing gifts for others. but you can change the Customizing settings and alter the HTML Business template so that they do appear in lists as well as for individual shops and products. the transaction is complete. identified. while the buyer's system runs SAP's Business-to-Business Procurement or Procurement via Catalogs. although this is less common. See the Customer Management Profile for more information. As a minimum. Before online store customers place an order. credit card. You can find more information about product catalogs in Product Catalo g . for information purposes only. because something hasn’t been entered properly in the master data). In either case. In this case. if desired. From a single product catalog you can create several different online stores on the web. If for some reason an error occurs which causes an online store transaction to fail (for example. clicking on a hyperlink will cause the object to be displayed or be downloaded to his or her PC. online catalogs or multimedia kiosk systems. and a sound file. indicating where the problem lies. In this case.3 Season Currently the Season component consists of markdown planning. Depending on whether the customer's browser or viewer application supports a particular file format. This is useful when customers want to have their merchandise delivered to the office rather than to their homes. customers are required to register.gif format will appear as thumbnails next to the hyperlinks. the system asks them whether they are new or existing customers. such as the address. You assign these objects in product catalog maintenance and they will appear as hyperlinks in the online store at the product detail level. The planning of product catalogs in the system allows you to save. As an online store. and manage data that has been created in connection with advertising media such as catalogs. You can customize these so that the content and appearance is different in each case. or COD For credit cards. brochures. If they are new.

Instead. You can also delete markdown plans entirely. You can assign a standard markdown rule to an article while you are entering plan data. You can make modifications at any time. You can enter plans for a range of articles and stores. you require SAP ERP configured as SAP Retail . you can choose to activate some and not others. sales data is passed from SAP BW or RIS to Markdown Planning so that you can compare planned and actual revenues. For more information. even adding or deleting price phases (dates when markdowns are to occur). etc. you must first configure the Article Master . for example. not $5. thus streamlining the markdown planning function.3.) Note To process markdown proposals that were planned and generated in the SAP Business Information Warehouse ( SAP BW ) and SAP Strategic Enterprise Management ( SAP SEM ). You must first create markdown rules (standard discount schedules you use most frequently) in the Markdown Planning function. but occasionally markups are used for articles that are selling exceptionally well. whether to modify your plan or not. New prices are subsequently downloaded to the store POS systems via the POS interface. Note SAP also provides a seasonal model with weighting factors that can be used to forecast seasonal consumption in planning. Integration Markdown Planning passes markdown information on scheduled dates to the Pricing component. then assign them to merchandise. and Business Information Warehouse (SAP BW) or Retail Information System (RIS) components. Special authorizations for markdown plans. Constraints The system does not suggest markdown percentages or any changes to your plan based on actual results. The system may round prices to print points you have established.1 Markdown Planning The sale of seasonal merchandise is strictly controlled by pricing strategies. You will then be able to create markdown plans. This allows several people to work on a markdown plan simultaneously. An interactive planning screen allows you to create plans and see how they affect expected revenues. then modify the rule at that time. Features You can schedule dates for multiple markdowns based on percentages of the original sales price. For more information about the seasonal model with weighting factors. Prices can be rounded down automatically (for example. for an item that normally sells for $9.3. You can continue to make adjustments until you are satisfied with the results. Multi-user environment is supported. This includes not only sales revenue. (In other words.Implementation Considerations To use this function. or mount of open purchase orders. Actual data is updated automatically. Although you can include several articles in your plan. sales organization level or distribution chain level. at merchandise category level. Pricing . All rights reserved. Mass maintenance allows you to make changes to several articles or price phases at once.1. or activate only certain markdown phases for a specific article.99. The objective of markdown planning is a balance between ensuring that as little PUBLIC © 2014 SAP SE or an SAP affiliate company. You can check whether an article is listed in two or more different markdown plans or promotions with overlapping validity periods. To create markdown plans. Price markdowns are most often used to boost the sale of an article. If you modify a markdown percentage. More Information Pricing Promotion 1. you decide. You can create standard markdown rules that reflect your pricing policies. see Price Planning. making data entry easier and less prone to error. although they cannot modify the same article at the same time. based on sales revenues. but also weeks-on-hand. This means that planners can change their own data but can only view coworkers' plans in read-only mode. During the season. see the relevant general documentation. current inventory and value. The modifications only apply to this instance. and you must activate the enterprise extension Retail . the lock is at item line level rather than at header data level.00). Weighting factors for forecasts are calculated on the basis of weekly consumption figures in the previous year and are taken into account when forecast values are determined. if applicable. you can use the Price Planning Workbench . then create markdown types in Customizing.99. Page 49 of 100 . You can define markdown price points that differ from those in standard pricing. a 50% markdown yields a markdown price of $4. expected revenues are automatically recalculated on the screen. and do not affect other articles to which that rule has been or may be assigned. This ensures compliance with any legal requirements that stipulate that absolute price reductions must correspond to the entire percentage specified. Markdowns do not take effect until you activate them. so that prices for clearance merchandise can be recalculated automatically.

Within the first 60 days. so you can make changes at any time if you see that sales are doing better or more poorly than expected. Christmas novelties. For each phase. and this will bring another 10% in sales. and the share of the quantity sold. At that point you will mark the merchandise down by 25%. so that now the price is half off the original. The system automatically inserts it for you. Activities Markdown rules are a tool for standardizing your markdown procedures across product lines and streamlining your planning entries. for example. After another month. etc. Page 50 of 100 . More Information Pricing: Currency Conversion 1.3. Percents need not be whole numbers. To enter a mark up. 110% of original price). you maintain the duration. use a percent that is larger than the previous line (e.1 Markdown Rules Before you can use the markdown planning function. Markdown rules specify: The time interval between markdowns The percentage of the original price at which the merchandise is to be sold during each price phase The percentage of total sales you expect to achieve for each price phase Example Calendar days after start % of original sales price % of sales 100 50 60 75 30 90 50 10 120 33. PUBLIC © 2014 SAP SE or an SAP affiliate company.stock as possible remains at the end of a season while minimizing the loss of revenue due to price reductions.1 Markdown Rule Processing This business process enables you to define markdown rules for using in the course of a season. Note The system does not suggest markdown percentages or any changes to your plan based on actual results. you must first create one or more markdown calculation rules. At the end of this process a markdown rule has been created. You may want. elongating the time periods.. only your application of it in this specific instance. you define the markdown rules before you create a markdown plan. which by definition is 100% of the original price. All rights reserved. For more information. There is also an archiving object for markdowns (W_MARKDOWN). You usually plan markdowns using a few fixed rules which define the extent of the markdown after a certain number of days. school supplies.3 5 Day 0 is when the merchandise is originally displayed in the store. They do not yet apply to any actual merchandise (you will do that in a subsequent step). 2. this will contribute another 30% to sales.1. you can monitor the planned vs.g. you again mark the price down by 25%. Process 1. When you apply a standard markdown rule to specific merchandise. the price change as a percentage of the original price. These changes will not affect the standard rule itself. Your total sales volume need not equal 100%. Therefore. to have different markdown rules for women’s fashions. see the archiving documentation. and the quantities of articles that are to be sold within these defined periods. And so on for the remaining month. You control the markdown plan. or otherwise tailoring the rule to the circumstances. You save the markdown rule. These are generic rules. Activities After carefully planning your markdown strategy in SAP Retail. you can change the parameters of the rule at that time: omitting or adding price phases. The first line is always reserved for the starting point. actual results in the system on a regular basis to see how well the strategy is working.1.3. 3. so that it now sells for 75% of its original price.1. 1. Later you will apply these rules to specific plans or even to individual articles or merchandise categories.1. You assign name and number to the markdown rule. You can create as many or as few rules as you want. you expect that 50% of your stock will be sold at the full price.

(Later when you create markdown plans. you can store this in the markdown type. Page 51 of 100 . enter a unique number and choose Continue . Integration You create these entries in Customizing for Retail. each on its own line. 1. expected write-off amount based on the sale prices for all the price phases for that article. you can choose Mass maintenance if you have a large number of articles to maintain.) Note PUBLIC © 2014 SAP SE or an SAP affiliate company.3. planned residuals (both quantity and value).2 Markdown Types After you have created markdown rules.1. For example. The advantage of using markdown types is that default information is copied to each article. For each price phase.3. When you create a markdown plan. However. this will cause certain data (markdown rule and sales price) to default to each article in the plan. this allows you to change one or more parameters and have the system copy the data to all the selected articles. For example.1. Maintain the duration of the individual price phases.Note Once you have defined a markdown rule. You can also add or delete articles from the list. in the article selection screen. For each price phase.1 Markdown Rule Processing Procedure 1. Articles and stores can be chosen based on various selection criteria. First you must select a markdown type for this plan. define the markdown as a percentage of the original price.3 Markdown Plans A markdown plan is a specific instance where you want to implement scheduled price changes for certain merchandise. in which case the system will be able to suggest sales prices for articles in the markdown plan based on these references. 6. For information on markdown planning processing. define the quantity of the article that you want to have sold at the end of each price phase. you can keep making changes and pressing Enter to update the calculations until you are satisfied with the results. The system then displays the articles in the plan. you will need to enter markdown types for them.1. 1. Give the markdown rule a name. Alternatively. your US and Canadian organizations would apply the same markdown rules for women’s fashions in upscale stores but would handle discount outlet markdowns differently. 5. Distribution Channel 005 WF-UP USA R1 006 WF-UP CAN R1 007 WF-DISC-US USA DU 008 WF-DISC-CAN CAN DC In this example.1. including the planned revenues based on the purchase price. you create markdown types and assign rules to them. the system shows detailed calculations. 4. thus saving data entry time. You can include a reference site. You can change the markdown rule for the individual items in the markdown plan. the system will not suggest any markdown sales prices. you can enter a different markdown rule. On the Create Markdown Plan: Initial Screen. Then you select stores or price lists and an assortment of articles for which the markdowns are to be applied. you have received a shipment of swim wear and want to schedule markdowns for it through the end of the season. When you press Enter . 2. you can use the mass maintenance tool to determine the quantity of unrestricted stock currently in inventory for each article and automatically insert this quantity in the markdown plan. but you can change them on a line-by-line basis if necessary. and so on. if you wish. please see the Season section of the implementation guide (IMG). this rule is used as the default for all items.) Example You might define markdown types to distinguish between women’s fashions in your upscale department stores vs your discount outlets: Markdown Type Markdown Rule Sales Org.3. or reference price list in the markdown type. The markdown rule is usually copied from the header data to each article. 3. reference distribution chain. Instead of entering quantities by hand. along with the starting sales price. The markdown rule is copied from the markdown type (or from the article selection screen if you entered a markdown rule there) and appears on each line.1. you might want to use different markdown rules for different merchandise categories. Save the markdown rule. (You don’t have to wait until you have filled out the screen before pressing Enter . You can modify this amount afterwards. If it does not find this price. If you do not enter this organizational data in the markdown type. You enter the total quantity of each article that you plan to sell. 1. All rights reserved. the system will try to find the sales price for the distribution chain for the articles you selected.

(Optional) Double-click the article to display an overview of all the details on the article in the markdown plan. At the end of the process you have created a markdown plan and can then create pricing conditions. 2. You can also display the corresponding price list. PUBLIC © 2014 SAP SE or an SAP affiliate company. including such additional information as expected sales quantity. Check the validity of each price phase for the articles. gross margin. the BW/RIS data that you need for a later target/actual comparison. by choosing the Distribution chains tabstrip. 6. 4. 10. you can plan markdowns for fashion merchandise to apply at particular intervals. You can select parameters to extend the worklist. All rights reserved. On the Create Markdown Plan screen. check the indicator for activating price point adjustment. 4. You can also use the Mass Maintenance function to change markdown rules. 7. you can expand the display to show each price phase for each article. create the start date for the first price. Use the scroll bar under the table to see all the columns. By clicking a button. and the default values from the markdown rule.1. You can also add or delete sites from the list as desired. This displays such key figures as planned sales at sales price. if necessary. the planned sales quantity and the share of the quantity sold. You save the markdown plan. You check the basic markdown rule. so that you can adjust new price phases accordingly if. and then define the final price. and so on. check the price change as a percentage of the original price or enter the final price for each phase. 3.The markdown table of articles is very wide. (Optional) Enter the initial stock.1 Markdown Planning Use This business process enables you to plan markdowns for articles in the course of a season. 8.3. Procedure 1. (Optional) Display an overview of the distribution chains assigned to the markdown plan. and what the results of the markdown will be. Page 52 of 100 . Notes and Remarks For information on markdown planning. add new phases. 9. for example reduced margin or achievable margin. You can also branch to a screen where you can maintain the list of sites and/or price lists to which the plan applies. Select the distribution chains. 8. the system always shows all prices and quantities valid for a given distribution chain. enter the markdown type and choose Continue . You can also carry out a target/actual comparison for past price phases.3. margins. 1. however. enter a planned sales quantity. You activate one or more article price phases. 1. You can change the final price for each article price phase. and so on. You enter the markdown type. Enter a short text and assign a number (if the system does not do this) and validity period for the markdown plan. You test the price calculation and deal with errors. The time period for each price phase is based on the markdown rule you applied to it. articles. expected revenue. sales price at each price phase. you can switch between distribution chains if you wish. sites and/or price lists for which you want to plan the markdown and then choose Execute . The markdown planning functions enable you to simulate this data and subsequently activate it. for example. and can save the customized view as a screen variant. Note You can display a report that shows errors that occurred during selection. 7. planned sales at purchase price. 6. It is of interest to know what quantities are sold at what price and when.3. You can easily move columns by clicking and dragging the column headers to the left or right. 10.1. Check the valid-from date for the articles. 9. Go to the overview of article price phases by choosing the Detailed planning tabstrip. refer to the Season section of the implementation guide (IMG).3. you check the start date. You assign the markdown plan a name and unique number. You can delete price phases for an individual article. (Optional) Choose the Selection icon to extend the worklist selected in Step 2.1. 5. or change the quantities or prices. the planned sales quantity.1 Creating a Markdown Plan Procedure 1. Check the default markdown rule proposed from the markdown type. The system will calculate the change. 3. You can also maintain quantities and prices here (at item and phase level). (Optional) Choose Mass Maintenance to process a large number of articles at the same time. along with sites and/or price lists and associated evaluations. 2. and the final price for each article in the markdown plan. 5. you notice considerable differences. You create a worklist to plan the markdowns. total value of the markdown. For each article price phase. At the beginning of the season. the price change as a percentage of the original price. Note You can choose Goto Header data to view the organizational data relevant to price determination. You can define the initial stock and choose whether price points are to be adjusted. By default.

the system displays a list of the articles that were activated successfully.1. margins and markups are only calculated from the purchase price and planned sales price within the Markdown Planning component. All rights reserved. (Optional) To check whether articles are listed in any other markdown plans or promotions during the same time frame. 11. 1. Workflow will send a work item to the person responsible for markdown planning. to view a comparison of the target and actual data for an article or article price phases and then adjust the article price phases if necessary. simulate sales price calculation by selecting the required items (or have a report do this) and choose Test price calculation at the bottom of the screen. (Optional) For each article price phase. For each article price phase. who can then examine the results and determine whether price reductions are warranted. More Information For more information. you can change the markdown percentage for all articles in a given merchandise category. or enter a share of the quantity sold for each phase and the system calculates the sales quantity. Background Processing The following reports are available for background processing: RWMFA200 activates markdown price phases in the background. After selecting the price phases and choosing Activate . Note You can use the mass maintenance tool for price phases.3. amount of open purchase orders. 14. or only some price phases for a given article. You can also activate prices either at the store level. PUBLIC © 2014 SAP SE or an SAP affiliate company. You can choose to activate some articles and not others. By analyzing the constantly updated statistics. these must be corrected before you can activate prices. including any price point tables that may exist.3. just as you can on the main markdown planning screen. The system creates condition records and saves the markdown plan. RWMFA210 allows you to test price calculations. When you execute the program. Do one of the following: Choose Yes to activate correctly calculated sales prices. For example. activate sales prices by selecting the required items (or have a report do this) and choose Activate sales prices . the full Retail calculation program is executed in the background. When the analysis is run. you can have the SAP system analyze sales data and let you know when a markdown is advisable. a different screen appears.1. the system will automatically update the actual revenues as time passes. RWMFA300 performs plan/actual comparisons for all articles or only those you choose. Choose No to not activate the sales prices. you can create an exception report that lists the 100 articles with the lowest sales revenue for the previous month. price list level. you can decide whether you need to modify any part of the markdown plan. or the distribution chain level. 12.4 Activating Markdown Price Phases and Monitoring the Results Price phases are not in effect until you activate them. see Background Processing: Markdown Price Phase Activation 1. Note Before the sales prices are activated. 13. article or group of articles. Note If errors occur. choose Select chosen items to select the articles and execute the check function. the system will create the markdown plans automatically. and so on. Planned and actual statistics for each article are displayed on the same screen: current sales revenue. for example. You can change data for several articles at once. current inventory and value. If so. You change and save the markdown plan. 15. article or group of articles. even adding or deleting price phases. You can make modifications at any time. When sales prices are activated. (Optional) Choose Plan/act. Articles that were not activated are highlighted in red Activities Making Changes Once the plan has started.Check or enter the planned sales quantity. number of weeks-on-hand.5 Exception Analysis and Automatic Creation of Markdown Plans Purpose In addition to creating markdown plans manually. Page 53 of 100 . taking into account all other conditions that may be applicable.

PriceMarkdownPlan. the list shows the name and the number of the plan. prices in markdown planning must be converted to the new currency. All rights reserved. 1.GetList This BAPI generates a list of markdown plans matching your selection criteria. the markdown type and rule used. The system checks for authorization objects S_TCODE and W_MARKDOWN for adding.GetDetail This BAPI provides detailed data for a particular markdown plan.CreateFromData This BAPI reads the planning data from the external system and imports it into the SAP system.Process Flow You define an exception analysis in the Retail Information System. and pricelist levels (rough-cut planning). Then activate the event coupling to Workflow. The system checks for authorization objectS_TCODE. The system checks for authorization objects S_TCODEandW_MARKDOWN for adding or creating.2 Markdown Profile Assignment You use the markdown profile assignment function to assign articles to markdown profiles that you have created in the SAP Business Information Warehouse (SAP BW). and define sales revenue as a condition. however. the system will create the markdown plans automatically. Assign the exception analysis to the standard event MarkdownCreate (business object MCYA) using transaction AWUW. Prices that have not yet been activated are converted to the new currency. You can use markdown profiles to monitor sales of goods during the current season and. but it does allow you to see what markdown plans are currently scheduled and decide which need additional processing. PriceMarkdownPlan. You cannot make any changes to the list. and site and pricelist data. Based on the exception data. specify that the data is to be transferred to Workflow as a table.3. Prices that have already been activated are converted to the new currency and then automatically activated. You cannot maintain price phases with this function. and the starting date. Page 54 of 100 . for example. creating” or changing. Define article and store as characteristics. Note PUBLIC © 2014 SAP SE or an SAP affiliate company. The person responsible receives a Workflow message. however.6 Importing Markdown Planning Data into the SAP System Instead of creating markdown plans in the SAP system. only necessary for future markdown plans that are still in the planning stages. This is for display only. This conversion is. However.3. and import it into the SAP system.1. This converts all the prices to the new currency and saves them. In markdown profile assignment in SAP ERP. price phases. to propose price changes. PriceMarkdownPlan. The conversion of the selected markdown plans is performed automatically via the Euro Workbench. only changed data is transferred). item.3. To keep the data volume small. Header data is always reimported into the SAP system in full. depending on the time-based target values for sales and the actual values. site. Define the organizational data and assign it to Workflow task TS20000675.ChangeRoughPlanning This BAPI allows you to maintain data for an existing markdown plan at the header. This is only possible in SAP BW. See also: ISR – SAP Retail Season: Markdown Planning ISR – SAP Retail: Currency Conversion (Euro) CA – European Monetary Union: Currency Changeover in Retail (IS-R) CA – European Monetary Union: Euro Workbench 1. In subsequent processing for the exception. The system checks for authorization objectsS_TCODE and W_MARKDOWN for display. specifying that the exception must be run in batch mode. Features Markdown plans can be selected according to different criteria and displayed in a selection list. such as header and item data. The system automatically re-activates prices that were activated before the changeover. The prices for these markdown plans can be converted automatically to the new currency. Execute the exception analysis in batch mode. Microsoft Excel or third-party planning software. 1. which then uses the data to create the markdown plans automatically.7 Season: Currency Conversion in Markdown Planning Use When the currency of the main sales price is changed. you can create them in an external system.1. he or she then determines whether or not to proceed with markdowns. you can assign markdown profiles and change or delete existing assignments. If so. Activities You can use the Euro Workbench to select the markdown plans that you want to convert to the new currency. you cannot display or process the actual markdown profiles. Set the event coupling to the exception as active. other data is only reimported if it is different from what is currently in the database (that is. For each markdown plan. The following BAPIs are available: PriceMarkdownPlan.

you must use markdown profile assignment in SAP ERP. in other words if you have created article master records. You can reorganize the profile assignments in SAP ERP. Prerequisites All the articles that you want to select for markdown profile assignments must belong to one distribution chain. you can assign markdown profiles directly to articles from OAPC in SAP ERP. In OAPC. Features You can select the following article categories: Single articles Generic articles Variants of generic articles To explicitly select a variant of a generic article. in other words. For more information. You select articles for the markdown profile assignment from the worklist and specify the level at which you will process the assignments. The system provides information about existing markdown profile assignments. you can only process the assignments in the markdown profile assignment in SAP ERP. If you release the planned articles. Page 55 of 100 .You can assign markdown profiles in SAP ERP or SAP Strategic Enterprise Management (SAP SEM) to articles. You can process articles individually or use mass processing.2. see Worklist. 6. it displays single and generic articles but not variants of generic articles. Depending on the markdown profile selected and the actual sales made. You monitor the error log that the system creates when inconsistencies occur and then correct any inconsistent markdown profile assignments. To select articles. For more information. see Article Selection. 8. 7. see Reorganizing Profile Assignments. Prerequisites In Customizing. the system proposes price changes for your articles. 5. You can create new assignments or change and delete existing ones. you enter the article number of the variant. you can enter criteria for the following areas: Organizational level Article hierarchy and merchandise category PUBLIC © 2014 SAP SE or an SAP affiliate company. You have created article master records for all the articles to which you want to assign markdown profiles. You can use various selection criteria to do this. You process the markdown profile assignment of articles. The system checks the consistency of markdown profile assignments. You have entered color and size characteristics for every article. You select the articles that you want to assign to markdown profiles. In Customizing for markdown profile assignment. More Information Operational Assortment Planning and Control 1. you have activated the markdown profile assignment in SAP ERP to be able to assign markdown profiles in SAP ERP. see Customizing for Logistics – General under Season Markdown Profile Assignment Activate Markdown Profile Assignment . Note Using fast maintenance you can go straight from article selection to markdown profile assignment without displaying or selecting the articles in the worklist.3. Result You have assigned markdown profiles to articles. For more information.1 Article Selection You can use this function to select distribution chain articles to which you want to assign defined markdown profiles. The system displays the articles selected in the worklist at the highest level. You have created the markdown profiles in SAP BW that you want to assign to articles. from a distribution chain. For more information. see Customizing for Logistics – General under Season Markdown Profile Assignment Edit Markdown Profile Assignment . For more information. If you want to use operational assortment planning and control (OAPC) in SAP ERP. 2. All rights reserved. or for which you want to change or display existing markdown profile assignments. see Profile Assignment. For more information. 3. 4. you have entered the BW system in which the markdown profiles have been created. The system updates the assignment table and extracts the table to SAP BW. Procedure 1.

If you have entered article number 4711001 in the article selection. The system takes all the specified criteria into account during article selection. see Customizing for Logistics – General under Season Markdown Profile Assignment Edit Markdown Profile Assignment . Activities On the SAP Easy Access screen. Prerequisites In Customizing. or color variants exist to which no markdown profile is assigned. the system only displays the generic article 4711 in the worklist.Article master record Existing profile assignment Vendor Note You must enter at least an article number. you have specified whether the system is to set the Processed indicator for the articles that you have already processed in the profile assignment. Inequality symbol If different profiles are assigned on the same level to the variants of a generic article. the system sets the Processed indicator for the articles that you have already processed in the profile assignment. Example Article 4711 (trousers) is a generic article. Page 56 of 100 . In Customizing. You can select articles from the worklist and define the level on which you want to assign markdown profiles and change or delete existing assignments. merchandise category or article hierarchy level . You can include additional data in the table for articles displayed in the worklist. All rights reserved. You can use fast maintenance to go straight to markdown profile assignment without displaying the articles in the worklist. you must change the table structure in Customizing for markdown profile assignment. The system displays the existing markdown profile assignments on each level. Example Profile 815 is assigned to article 4711 at generic article/size level. However. Example When you enter article numbers and a vendor as selection criteria. black. 1. The system does not display which variants of 4711 exist. you have defined the colors with which the system is to highlight columns for the assignment levels and the explicitly selected variants.2. Markdown profile details The system displays the assigned markdown profile if a unique profile is assigned to one level. The following are displayed: Single articles Generic articles The system does not display variants of generic articles.3. size 46) exist for this generic article. The system only checks this when it is creating the worklist. brown. Example For article 4712. the generic article is highlighted in color and the variant indicator is set. the system displays an inequality symbol. To do this. PUBLIC © 2014 SAP SE or an SAP affiliate company. Depending on your Customizing settings. For more information. Features In the worklist. For more information. the system displays the articles that correspond to your selection criteria. choose Logistics Retailing Master Data Season Markdown Profile Assignments Edit . The system highlights in color generic articles from which you have explicitly selected one or more variants in the article selection. and sets a variant indicator. profile 815 is assigned to all the existing variants of article 4711. size 48) and 4711002 (trousers.you cannot select articles by simply entering attributes such as size or color. different markdown profiles are assigned to different color variants. markdown profile assignments exist at generic article/color level.2 Worklist The system displays all the articles that correspond to your selection criteria and existing markdown profile assignments in a table. However. However. the system does not check whether the vendor can deliver at least one of the specified articles. see Customizing for Logistics – General under Season Markdown Profile Assignment Edit Markdown Profile Assignment . The variants 4711001 (trousers. The system does not perform a consistency check when you enter selection criteria.

For more information. If you perform assignment on generic article/color/size level.General under Season Markdown Profile Assignment Enhancements Using Business Add-Ins . PUBLIC © 2014 SAP SE or an SAP affiliate company. If you choose to assign markdown profiles on generic/single article level. if necessary. Note If you change attributes of a markdown profile or an article master record after you have assigned the markdown profile. For more information about the BAdI. 1. the system displays all the variants for generic article 4711.Note The Processed indicator is simply a means of monitoring your worklist. the system does not generate any of the resultant inconsistencies. Depending on the level you selected. see the Implementation (IMG) for Logistics .3 Profile Assignment You can use this function to process assignments of markdown profiles to articles. the generic article is highlighted in color and the variant indicator is set. Page 57 of 100 . the system displays all the existing colors or sizes for the generic article. you choose the variant 4711001 (trousers. Activities You select articles and the level at which you want to process the markdown profile assignment. You can process articles individually or use mass processing.3.2. and select the level at which you want to assign markdown profiles to the articles. If you perform assignment on generic article/color level or generic article/size level. see the Implementation Guide (IMG) for Logistics . Another user is processing the article. You can process the assignment of markdown profiles for articles. All rights reserved.4 Reorganizing Profile Assignments You use this function to reorganize markdown profile assignments in SAP ERP. The system updates the markdown profile assignment table and extracts it to the SAP Business Information Warehouse (SAP BW). You can change this order.2. Prerequisites In Customizing for Logistics – General . The system saves consistent assignments in the markdown profile assignment table. The system arranges the articles in ascending article number order.3. the following are displayed: Single article Generic article Variants of generic articles The system highlights in color generic articles from which you have selected one or more variants in the article selection and sets a variant indicator. Example In article selection. 1. The system sorts the articles in ascending article number order. the system checks whether the attributes for the selected markdown profiles are compatible with the attributes from the master records for the articles. Reasons for blocking articles include: A price article is defined for the article on a higher level.General under Assignment . Activities When you confirm or save your entries. You can use a Business Add-In (BAdI) to display additional data for the article in a customer-specific text field. You can highlight articles individually or in blocks. Season Markdown Profile Assignment Edit Markdown Profile Features The system displays the articles that you have selected for assignment of markdown profiles. However. You can change the sort order. The system only highlights variant 4711001 in color and sets the variant indicator. black. You can overwrite this indicator irrespective of your Customizing settings. size 48) for article 4711 (trousers). The system sets the color and variant indicator for the item that corresponds to the characteristic black or the characteristic size 48 for variant 4711001. Instead of saving assignments it displays them in a log. You can create new assignments or change and delete existing ones. The system displays which articles are blocked for processing. you have defined the color that the system uses to highlight selected variants. You have no authorization to process the article. the system displays generic article 4711 for variant 4711001.

you must create the following data records for every customer (if you have not already done so): Customer master records Site master record (maintenance identical to Retail sites) This way. or for reduction in stock. Promotions can be either for merchandise purchased at a particularly good price from a vendor. Page 58 of 100 . you have entered the BW system in which the markdown profiles have been created and to which the system extracts the assignment table. It does not delete the assignments in SAP ERP.4 Promotion Purpose This component allows you to create promotions to be able to sell articles at a price lower than the standard price. The exact scope of a promotion and the results you expect to achieve can be carefully planned in advance. Promotions are planned at company level with data being downloaded to various sites at the appropriate time. merchandise quantity. Reorganizing profile assignments allows you to delete profile assignments that are no longer required in SAP ERP. 1. the system deletes the corresponding assignments there. All rights reserved.Prerequisites In Customizing for markdown profile assignment. You can create both retail promotions (for sales to anonymous consumers) or wholesale promotions (with special prices for known customers in your customer master data). The system checks when the assignment table for the markdown profiles was last extracted to SAP BW. Implementation Considerations These functions are part of the business function Retail Enhancements (ISR_RETAILSYSTEM) that you usually activate with the Retail business function set. Features If you delete existing markdown profile assignments. PUBLIC © 2014 SAP SE or an SAP affiliate company. Activities On the SAP Easy Access screen.can be planned with key figures such as purchase price. sales price. see Customizing for Logistics – General under Season Markdown Profile Assignment Edit Markdown Profile Assignment . The planned sales .both for the promotion as a whole and for individual articles . the system sets deletion indicators for the corresponding data records in the assignment table. It then deletes all the assignments in SAP ERP for which a deletion indicator is set and which have already been deleted in SAP BW. The next time the assignment table is extracted to the SAP Business Information Warehouse (SAP BW). This application component can be used for the following purposes: For temporarily overwriting standard prices for certain articles for a certain period of time. pallets). choose Logistics Retailing Master Data Season Markdown Profile Assignments Reorganize . You reorganize the profile assignments. For more information. and logistics units (for example. all the subsequent processing functions that exist are also available for wholesale. Note If you want to create wholesale promotions where the customers involved are known. For planning and controlling promotions at company level for various stores. and then compared with previous promotions.

Promotional merchandise can be allocated to participating stores in different ways. Individual articles are assigned to the themes. This number may be internally assigned by the system. Some examples of themes are January white sale. Automatic resetting of article prices to standard prices when a promotion ends (unless another promotion follows immediately or overlaps with the first one). A promotion in SAP Retail is divided into header data and item data. Page 59 of 100 . Integration To create promotions. Advertising material (such as newspaper ads. Automatic update of sales quantities and other promotion data (during POS inbound processing) while a promotion is running. See also: Assortment Allocation POS Interface – Outbound Season Retail Pricing: Currency Conversion 1. the participating stores. optional quantities. Assignment of themes and product catalogs to promotions. enabling the success of a particular advertising medium to be analyzed for a particular promotion. Replenishment planning does take promotions into account. allowing the merchandise to be structured as it appears in the advertising media. outdoor media) are also assigned to a promotion. for both retail and wholesale customers. Option to set different validity periods and/or delivery dates for stores taking part in the promotion. Split valuation of promotion and normal stock (optional). You also need the following components for the following functions: Required function: Required component: Automatic allocation of promotion merchandise to sites Allocation Linking of promotion articles with special texts and photographs for use in advertising Document Management Taking account of promotions in stock replenishment Replenishment Wholesale promotions creation for known customers Customer Master Data Features Automatic download of promotion prices to POS systems on a specified validity date and automatic resetting of standard prices when the promotion is over. Constraints The following functions are not included in this component: Automatic triggering of markdowns on seasonal goods. see PUBLIC © 2014 SAP SE or an SAP affiliate company. it is mapped by the markdown planning component and not by the promotion component.1 Basic Data for Promotions Use Each promotion is managed in SAP Retail under a unique number. Note For the price changes in a promotion you can use the Price Planning Workbench ( PPW ). the themes involved. All rights reserved. and the advertising media used. To better evaluate and fine-tune your promotion strategy by comparing past promotions with one another and with the planned sales quantities.4. you must first configure the article master data and Retail pricing components. Assignment of special purchase or sales agreements to promotions. For more information.inbound. Automatic promotion determination when creating sales orders and purchase orders as in POS interface . and deliveries. Automatic triggering of purchase orders when promotion stock is depleted.For automating various aspects of promotion processing. Automatic allocation of merchandise to stores (optional). Variety of reports and analyses available for evaluating promotions. Option to set validity periods for purchasing. optional participation). The option to control the degree of store participation (mandatory quantities of merchandise for each store. year-end clearance. It contains information about promotion merchandise and how it is replenished. see Price Planning . TV commercials. Although this feature exists in SAP Retail. store flyers. For monitoring the success of a promotion against the planned sales quantity in real time. Announcement of upcoming promotions in stores (optional). sales. Articles of merchandise involved in a promotion are entered at item level. For more information. Italian foods. depending on the type of announcement used. or externally assigned by you. whereas quantities are merely defaulted by the system. Promotion theme(s) are assigned at header level.

vendor.) The sales quantity for the generic article is always the sum of all the quantities for its variants.4. Sales volumes and other data about promotions can be displayed and analyzed in the Retail Information System (RIS) at various levels and for various time ranges. however.4. you select the appropriate column. which is taken from the article master data. however. only the variants. If you increase the quantity for the generic article. Page 60 of 100 . Individual Articles When you add an individual article. you can select a range of articles by selecting the Filter button and defining a subset of the articles in the promotion. Variants which inherit their prices from the generic article are protected so you cannot delete any of them. Mass maintenance controls (see below). to change the purchase prices of individual variants. All rights reserved. or a subset thereof. However. then the sales prices for the variants are for display only. Variants which have their own prices. then proceeding with mass maintenance. then select the Mass maintenance button. Streamlining Data Entry Several features can help you process promotion data more quickly: You can select articles using various criteria (such as merchandise category. can be deleted. all its variants are automatically included. See also: Articles: Generic Articles and Variants Pricing for Generic Articles and Variants 1. Mass Maintenance You can make changes to data for all articles in the promotion. along with sales volumes. the system display the article description. Example Click here for an example of how changing quantities affects generic articles and variants. For example. if variants do not inherit their prices. prices for the variants change automatically. This has the following effect: If you increase the sales quantity for a variant. and so on. A dialog box appears where you can make the changes. the sales quantity for the generic article is increased by the same amount. Note The sales price is the price for the unit of measure. for example.2 Assigning Articles to a Promotion Use You can assign both individual articles and generic articles with variants to a promotion. unit of measure. If you want to change parameters for all articles in the promotion. If the unit of measure is a carton of soft drinks. not for the individual cans. you now have the following: PUBLIC © 2014 SAP SE or an SAP affiliate company. and changing the price for the generic article will not affect these variants. or by branching to the variant matrix screen.2. For more details on making across-the-board pricing changes. or want to assign a different allocation rule to all articles within a merchandise category. You can select a range of market baskets and have the system copy all the articles (or selected articles) in the market baskets into the promotion. Alternatively. then you can change their sales prices here. If the variants inherit their prices from the generic article. (It is possible. If you change the sales price for the generic article. and the default currency. You can also change the currency if you wish. and this determines how variants are handled. When you add a generic article. or both. season) and set their promotion prices at the same time. You must add the generic article. You enter the quantity you plan to sell and the promotion price. the sales price you enter is for the carton. You can change the display so that it shows only the generic articles. this additional amount is distributed to all its variants in whatever proportion existed among the variants prior to the increase.1 Changing Quantities for Generic Articles and Variants Assume your promotion includes the following: Article Sales quantity Generic blouse 300 Red blouse 200 Blue blouse 100 If you increase quantity for the red blouse by 100. whether or not they inherit their sales prices from the generic article. You can change the quantities for the variants either directly on the overview screen. This works for just about all columns on the screen. see Promotion Pricing Controls .Promotion Announcements . if you want to increase the sales prices by 10% across the board. 1. Generic Articles and Variants You cannot add variants to a promotion individually.

generating and editing the promotion allocation table. You can determine a valid source of supply for the articles involved in the promotion manually. This involves defining the articles that are to take part in the promotion. the system checks for consistency. 12. or have the system propose one. Since vendors often support marketing activities by granting special conditions. You can create promotion modules for assortment creation manually. You can also plan the sales volume you hope to achieve with the promotion. Page 61 of 100 . If you created the promotion modules manually. PUBLIC © 2014 SAP SE or an SAP affiliate company. too. 16. 9. All rights reserved. If the promotion is to be supported by the product catalogs. planned prices. you can carry it out by triggering the required subsequent activities. Period-specific sales price conditions (sometimes at article level) are the relevant factors for these promotions. but the purchasing side. Redistribution only occurs when you change the generic article quantity directly. It is possible to carry out subsequent activities as in a retail promotion. listing promotional merchandise in the sites. You can maintain different data for each article. You can assign articles to the themes you defined or to the promotional product catalog. In wholesaling promotions. 11. Promotion planning is then complete and subsequent activities can be initiated. name of the promotion and a comparative promotion. 4. You can maintain specific data for individual sites or site groups. quotas. recipients of goods are usually customers that place orders for articles on promotion.2. 7. 14. You can enter price changes (as percentage or absolute amount) and price point adjustment for sales prices for each individual article. If a promotion covers a number of different areas. and determining the purchase prices and sales prices. as well as replenishment and return specifications. 10. you have the following: Article Sales quantity Generic blouse 500 Red blouse 375 Blue blouse 125 If you now increase the quantity for the blue blouse by 100. and determining sources of supply and additionals. a whole series of subsequent activities takes place: The promotional merchandise must be procured and split among the stores. After a promotion is planned.2 Promotion Processing Use This business process allows you to plan and carry out promotions. You can also maintain vendor conditions and sales conditions for the promotion.Article Sales quantity Generic blouse 400 Red blouse 300 Blue blouse 100 If you now increase the quantity for the generic blouse by 100. A promotion is a marketing activity aimed at boosting sales. not when the change results from a change in a variant quantity. free goods. During the planning phase all the data in the promotion can be changed as required. you assign themes to the promotion. you have the following: Article Sales quantity Generic blouse 600 Red blouse 375 Blue blouse 225 In this last case. validity periods in which the articles are on sale (to consumers or to retailers). First a promotion is planned in advance. 13. you must list the promotional merchandise in the sites involved in the promotion. the listing period and the selling period. After the planning phase has been completed. the planned date of goods receipt for the stores.4. This includes data on the stores participating in the promotion. 5. You define the type of promotion (such as advertisement in a daily or company-own newspaper) to classify the promotion. the stores must be notified of the promotion and the necessary data prepared. This can include planned quantities. You assign a unique promotion number to the promotion. minimum order quantities for the stores. You can. 2. You maintain the header data relevant for the whole promotion. You ensure that a site involved in the promotion only occurs once in the site group assigned to the promotion. 8. and assign promotional articles to these. 3. 1. sales price currency. 15. if desired. the increase is not distributed. you can assign a number of promotional product catalogs to a promotion. The merchandise on promotion has to be labeled. You assign the merchandise involved to the promotion. you remove the duplicate assignment. list merchandise in a site or site group for the validity period of the promotion only. announcing the promotion. their required assignment to a purchasing organization. 6. the period in which stores can order merchandise and be supplied. This includes the date of the announcement of the promotion. These can be conditions granted directly. a promotion involves not only the sales side visible to the customer. and to ensure they are included in the assortment list. Process Flow 1. If it occurs twice. To ensure that merchandise is available in the stores as required. or volume rebate arrangements. Subsequent activities are only required in wholesaling if you have created the retail customers as sites and have assigned the promotion in a site group. Subsequent activities include activating prices.

13. Note You can enter the sales price on this input screen. you can manually create an assortment module. on the overview screen for quantity planning or on the details screen for the promotion article. On the Product Catalog screen. On the Create Promotion: Initial Screen enter the promotion type and the promotion to be created. Notes and Remarks The stores taking part in the promotion must be grouped together in store groups (this is also the case if there is only one store taking part in a promotion) and each site may only occur in one of the site groups that is relevant for the promotion. you can enter the planned sales quantity. and on the Site Groups screen you can assign site groups and maintain site-groupspecific data. On the quantity planning screen. you can assign a promotion product catalog to the promotion. Assign a number to the module. you can enter the order date and the ordering and delivery period. However. 11.17. On the Fast entry screen. you can assign themes to the promotion. Choose Promotion Change. purchasing group. If you want to enter special conditions for the promotion. On the price planning screen. You can include promotional articles in the product catalog and assign these a place in the catalog. 9. you have to be in change mode.4. sales organization and distribution chain for every article in the article planning screen. and text. sales organization and distribution channel) to a promotion as an attribute for evaluation purposes. select them and go to the article planning screen by choosing Details . If you block a promotion. Note To generate an allocation table using an allocation rule for the promotion in subsequent processing. Go to the Promotion Subsequent Processing: Initial Screen. You also have to define the module type. and use this to receive sitespecific replies to the notifications.1 Creating a Promotion Procedure 1. split up quantities of promotional merchandise among the stores. To enable you to define an assortment of merchandise specific for a promotion. enter the article and sales unit and. Note You can carry out the following steps in any order. Enter the required header data of the promotion. On the Promotion module overview.2. You can enter a reference promotion. Choose Goto Headerto go to the screen on which you can enter organizational data. the condition type groups for Purchasing and Sales and the related price activation indicator. Save your entries. you also have to enter a blocking reason. 6. if required. 2. on the overview screen for price planning or on the details screen for the promotion article. 19. Caution To continue processing the promotion. Page 62 of 100 . purchase price and sales price for every article. Note If you wish to clearly define responsibilities. You can assign the relevant additionals to the promotion or the promotional articles. You must then activate price conditions specific to the promotion that are only valid for the period of the promotion. please see the Retail Promotion section of the Implementation Guide (IMG) 1. the promotional sales price and planned quantity for every item. you can assign organizational levels (purchasing organization. the allocation type. On the themes screen. 10.2. if required. To do this. All rights reserved. You first must enter the articles concerned as individual items in the promotion. You go to Fast Entry . 18. You can maintain site-specific prices and quantities for promotion articles. 20. go to the Modules screen. as well as external documents. Note By assigning articles to specific themes. 12. 5. You can enter a different purchasing organization. we recommend you carry them out in the order listed below. You can also define whether you wish to block a promotion or a particular article for further processing and the period for which this block is valid. This must always be a promotion or exclusion module. 8. and add the required articles to the module items . you must enter the allocation quantity and the allocation rule. 7. You can then notify the stores of the promotion and all the associated data using the promotion announcement function. On the logistics control screen. you can enter planned sales quantity and quantity to be allocated for every article. For information on promotions. the listing procedure. You can. 4. By activating these conditions. as otherwise a number of PUBLIC © 2014 SAP SE or an SAP affiliate company. You define the data for the product catalog variants. You can change the validity period for the conditions or deactivate conditions. The data from the reference promotion is copied to the promotion you are entering. Return to the previous screen. You create the product catalog by entering a number and a name. you can group together merchandise within a promotion. 21. 3. you trigger transfer of the data to the assortment list. You can enter the planned quantity on this input screen. Choose ENTER . assign this module to a site group . the promotion announcement type and the output determination procedure. you can do this in the screens for purchase price conditions and sales price conditions.

and generate the allocation table with an allocation rule (or with site quantities. as of version 3. If you did not create promotion modules. Save your data. you may have to combine several promotions.checks have to be repeated at each step. Select a level on the hierarchy that appears to obtain more information. a promotion module is generated automatically. You can also activate prices for site groups. activities or dates they involve. go to the Site groups screen . Save your data. you can define one higher-level promotion and assign promotions to it. Save your data. to increase the grouping options for promotions. The higher-level promotion uses Promotion Category . 17. Choose Additionals. If you created manual promotion modules. you must have maintained the purchase and sales prices for the promotion. PUBLIC © 2014 SAP SE or an SAP affiliate company. Notes and Remarks To find out the current processing status of the promotion. Choose the type of output that you want to send to the stores (notification. Choose Announcement . Select the items that you want to activate prices for and choose Activate. You can go to a detailed view of the sites . Caution An article can be activated more than once with different purchase and sales prices. and choose Listing . and change validity periods. 15. Page 63 of 100 . On the screen that appears you can select the stores and articles that you want to create the output for. Choose Price Activation. You can only execute these functions in Change or Display mode on the Fast entry screen. 16. Note If you have already created manual promotion modules. for example. Before you activate prices. 18. Note The announcement type that is entered in the promotion basis data controls the output type that can be created in the promotion.2. select the promotion modules that you want to generate a listing for. You can have the system display the announcement. For each item. To group promotions for organizational purposes. 19. You go to this screen by choosing Plant items. confirmation).2. All rights reserved. in order to receive a (site-specific) reply. or by using Business Application Programming Interfaces (BAPIs) Prerequisites You are using SAP Business Information Warehouse (SAP BW). You can also send the promotion announcement by electronic means. if you want to generate the allocation table using individual quantities). Select the items that you want to assign an additional to and choose Additionals. from which you can select one manually.2 Definition of a Higher-Level Promotion Use From a business perspective. 14. reminder. promotions differ according to the articles. Promotion Theme and Promotion Type . or choose SS proposal to have the system propose a supply source. Choose Supply source determination. you can choose Sources of supply to have the system list all sources of supply. See also: Defining a Higher-Level Promotion 1. Choose Allocation table . Save your data. Select the items for which you want to generate an allocation table. You can maintain sales prices at site level or site group level. You can also delete prices after they have been activated. You can plan quantities at site level. Integration You create higher-level promotions in the Promotion component. An article that has already been activated is subject to the following restrictions: It cannot be deleted or blocked It cannot be assigned to any other module or theme.4. Save your data. choose Promotion Check. the system checks for consistency and a message appears.2. To do this. To evaluate promotions. Choose Listing .

You can assign the new promotion to the higher-level reference promotion. to make general evaluations. You can process a higher-level promotion in the same way as a promotion by. If the system has already performed Announcement subsequent processing when it assigns a promotion to a higher-level promotion.2 or higher. field on the Promotion header data tab page. Activities To assign a promotion to a higher-level promotion in the Promotion function. You cannot assign a higher-level promotion to another higher-level promotion. for example. for example. you can change it to a promotion.1 Assignment of Promotions to a Higher-Level Promotion You use this function to assign promotions to a higher-level promotion. you select the required higher-level promotion from the Assigned to Promotion field in the header data for the promotion. For more information. choose the promotion you require in the Higher-Level Promo. you can use Reference Promotion to copy the settings from an existing higher-level promotion.Features If subsequent processing has not started yet. and Camping promotions together.2. See also: Assignment of Promotions to a Higher-Level Promotion 1. you cannot use the higher-level promotion to trigger subsequent processing of assigned promotions. All rights reserved. you create a higher-level promotion called Summertime and assign these promotions to it.4. Prerequisites You have defined one promotion as a higher-level promotion. Example You want to plan and evaluate the Watersports . Features You can only assign a promotion to one higher-level promotion.2.4. in other words. The system does not create the new promotion as a higher-level promotion. you must perform this again. indicator in the promotion header data. Swimwear. To assign a promotion to a higher-level promotion in the Price Planning Workbench (PPW). You cannot use a higher-level promotion to control assigned promotions. To do this. see Definition of a Higher-Level Promotion.3 Assortment Modules and Store Groups for Promotions PUBLIC © 2014 SAP SE or an SAP affiliate company. Activities To define a promotion as a higher-level promotion. defining articles or site groups for it.2. Page 64 of 100 . you can define one promotion as a higher-level promotion. Integration You use SAP Business Information Warehouse (SAP BW) 3. you set the Higher-Level Promo. If you create a promotion. If you have not yet assigned any promotions to a higher-level promotion. 1.

These store groups are defined in the Classification system and assigned during promotion planning. All rights reserved. For more information. Only store groups with these class types are permitted in promotions. but local laws prevent some stores from selling alcoholic beverages. For more information about discounts. upscale stores vs. it can be calculated for a whole site group. If you want to select all articles in the promotion. you must calculate the article price for each store separately. Page 65 of 100 . In addition to standard assortment modules. you simply assign single articles to a promotion. You can specify a reference site for each site group. see Promotion Discounts. food stores vs. but the store is to participate in a promotion which includes that article.A dialog box appears where you can make the changes. automotive stores. see Defining Site Groups. under Applications . In this case.3 Assortment Modules and Store Groups for Promotions Use The standard assumption is that all stores participating in a promotion will carry the same assortment of merchandise.4. Pricing for Individual Sites or Site Groups If you have several stores participating in a promotion that involves the same article. if you do need to have different merchandise in different stores. Alternatively. such as back-to-school promotions or January white sales. you can manage this by creating exclusion modules. for example. It is also possible to create modules containing a subset of the variants of a generic article. In that case. provided that the article in these sites is supplied by the same vendors and distribution center. then the system will automatically create a listing for that article and that store for the duration of the promotion. or always round down to the nearest price. $10 off the regular sales price for each article) A percentage (for example. Northern stores. If the article price differs from store to store. you can select a range of articles by selecting the Select chosen items pushbutton and defining a subset of the articles in the promotion. you could create two assortment modules: one module for all Italian foods and one exclusion module for wines. you cannot assign the article to that store even for the duration of the promotion. then proceeding with mass maintenance. It is important that store groups which are defined as customer class types. only those stores belonging to this distribution channel will take part in the promotion. For example. Price increases can be handled in the same ways as price reductions. the system automatically creates a promotion module without any action being required on your part. a store can only be assigned to a single store group. you can define assortment modules to which individual articles are then assigned. Calculations are carried out for the reference site and the data is then copied to all other sites within the group. Example A promotion of Italian foods might normally include wines. If Store X has been assigned both modules.4. discount stores. In this case. 10% off the regular sales price for each article) This applies even if the articles have different sales prices. modules can be created specifically for promotions. You cannot override an exclusion module at the promotion level. you can choose to calculate promotion prices either individually for each store or for a group of stores (site group). Each promotion must have at least one store group assigned to it.then you select the Sales price column.1. For a given promotion. Across-the-Board Reductions You can choose to reduce all or selected articles within a promotion by either: A specific amount (for example. This enables the store to sell articles that it does not normally handle. If the price is the same. Prerequisites In Customizing for Retail. In the case of stores carrying the same merchandise. A store group contains one or more stores with some common factor: Southern stores vs. you can choose whether you want the system to use standard rounding. if an article is normally priced at 99¢ and has a promotion price reduction of 50%. That is. you define which class types can be used in promotions. However. are entered here or else they cannot participate in promotions. Note During mass maintenance. the article will not be available in the stores to which the exclusion module is assigned. it will be able to sell all Italian foods except wines. standard rounding results in a price of 50¢ while rounding down PUBLIC © 2014 SAP SE or an SAP affiliate company. you first select all the articles. if an article is expressly excluded (by an exclusion module) from a store. If an article of merchandise is assigned to an exclusion module. See also: Assortment 1. and choose Mass maintenance . If certain stores are to carry some of the promotional articles but not others. This method is therefore quicker than the first one.4 Promotion Pricing Controls There are several ways in which you can control promotion pricing. You can also assign a store group to a distribution channel. If an article is not normally carried in a store.

you must assign site groups to a promotion. 1.4. You can convert a classification system site group to a promotion-specific site group. Rounded to price point You can round planned prices to price points.4. Promotion-specific site groups that you create in a promotion without reference to the classification system. see Price Calculations for Generic Articles and Variants. Example Normal price $10. the system only takes these changes into account for articles that it has not already processed.49 Before this function can be used you must define price point groups. the promotion-specific site group does not change.1 Defining Site Groups Use You can assign site groups to a promotion and make special settings. Features You can use the following types of site groups for promotions: Classification system site groups that are available globally. such as selling periods for each site group. All rights reserved. and that you can use in different applications. Note If you want to use the allocation table or promotion announcement subsequent processing options. You can continue to delete sites or site groups until subsequent processing begins. If you change site groups after subsequent processing has started. If you change the classification system site group after conversion. Prerequisites You have defined which class types for defining site groups in the classification system are permitted for the promotion.50 Price point rounding $8. Page 66 of 100 . then the resulting price is rounded to the nearest price point.results in a price of 49¢. see Rounding to Price Points. Integration The actual pricing calculations are done by the Pricing component. In this case. Note You cannot convert promotion-specific site groups into classification system site groups. the system checks that you have not assigned a site to several site groups. Note You can only create site groups for the classification system if you have the necessary authorization. Activities PUBLIC © 2014 SAP SE or an SAP affiliate company. You can assign as many classification system site groups and promotion-specific site groups to a promotion as you want. separately or in combination with one of the across-the-board reductions discussed above. then transferred back to the Promotion .00 15% discount $8. For more information. Note When you create promotion-specific site groups. For more information. . Pricing for Variants of Generic Articles For information. and use in that one promotion only. see the Implementation Guide (IMG) for Logistics General under Basic Data Retail Applications You have defined site groups in the classification system. the reduction (either specific amount or percentage) is calculated first. You can also create price points that are only valid for promotions and that art different from those in standard pricing.

00 5 $8. You cannot copy the settings in a promotion-specific site group to a new promotion by reusing the group name. you define a site group for each state. The first article scanned has the full price. For wholesale. For example.6 Free Merchandise Promotions Use SAP Retail supports the following kinds of free merchandise: B1G1F (Buy One Get One Free) The free article is the same as the purchased article. Example Assume you have a "buy 3 get 1 free" promotion on an article that costs $2: If customer takes: Customer pays: 1 $2. If you process a promotion price plan in the Price Planning Workbench (PPW) . the site groups from an existing promotion. This likewise holds for multiples. three articles are scanned at full price.4. (SAP refers to this as an "discounted goods quantity. create site groups on the Site Groups tab page. This also holds for multiples.Promotional Pricing Agreements 1. Likewise you can assign sales conditions or sales arrangements to a promotion. you can assign special conditions to certain customers. such as buy 4 boxes of candy. In this case. get 1 free. Example You create a ‘Back to School’ promotion.If you are processing a promotion in the Promotion component. All rights reserved.") X for the price of Y (for example.") GWP (Gift with purchase) The free article is different from the purchased article. the free articles are assigned to the purchased article but carry zero price. with an additional 5% rebate on volume sold and the ability to ship unsold stock back to the supplier. you use an organization set from the Site Group category. you can define a reference promotion to copy. For more information. See also: Pricing: Currency Conversion Corresponding General Documentation: SD .00 PUBLIC © 2014 SAP SE or an SAP affiliate company.5 Conditions and Agreements for Promotions Use You can assign purchasing agreements to a promotion. you define site groups on the Site Groups – Promotion tab page. Several customers can participate in such sales arrangements. for example.00 3 $6. vendor to the retailer). For example.00 6 $10. along with special pricing conditions. but for your best customers you may offer an additional volume incentive. See also: Activating Promotion Prices Sites: Grouping 1. 3 for the price of 2) The free article is the same as the purchased article. You can also assign purchasing conditions (such as a discount rate) to a vendor rather than attaching them to any specific agreement. you may supply promotion merchandise at one price for most of your customers.00 4 $6. the second one scanned has 0 price. such as buy 11 CDs for the price of 10. then essentially the customer receives an instant rebate at POS for the price of the third article. a supplier may offer you a one-time discount price on a promotional article.00 2 $4. Page 67 of 100 . see Organization Set . As the school year starts at different times in different states. or you can assign single purchasing conditions. If you want to use site groups for promotion price plans. or buy a 20-piece set of china and get a free serving bowl. buy a perfume and get a free purse-size eau de toilette. and assign different selling periods to the site groups. (SAP refers to this as an "exclusive bonus quantity.4. Note If you create a promotion. Just as in standard Sales & Distribution. You can also adjust purchasing conditions to include free merchandise which you receive from the vendor (that is. For example.

When you select the manual request.7 $12. By choosing Bonus Buy in the Promotion function.4. Here you can assign articles and coupons to the bonus buy. The system uses the condition types as default values when creating promotions with the corresponding promotion type. If you want to apply a coupon to only a few of the articles in the promotion. you jump to the Bonus Buy function within the Conditions component. 20% off with purchase of $50 or more). Then save the promotion.8 Promotion Discount Use You can use this function to define price markdowns for articles in promotions. a distribution channel or a price list Note You choose the selected level by assigning the relevant price activation type in the promotion header data. You use POS outbound processing to download discounts for an area of promotions.4. You create an article master data record for each coupon. Integration Coupon information is downloaded to POS at the same time as other promotion data. Coupons are treated as articles in the SAP system. All rights reserved. Features You can select articles for which you want to define discounts as follows: Selected articles for a promotion Articles of a merchandise category Articles of a merchandise hierarchy level (one or two levels above the merchandise category basic level) Article of a node in the valid article hierarchy All articles of. The sales transaction data is uploaded to the SAP system via POS inbound processing. You can also specify conditions for the coupon: minimum quantity to be purchased before the coupon can be applied (for example. You can also enter across-the-board price reductions for all articles. If a coupon is valid for all articles within the promotion. For more detailed information on creating bonus buys. you can simply enter the promotion number on the Article Grouping screen. You can define discounts as an absolute value (for example1. you enter only those articles on the Bonus Buy screen. For more information. 50 cents off a box of laundry detergent).00 1.00 8 $12. you can select the field for preparing promotion discounts. but in addition you also assign one or more coupons in the coupon view. or minimum dollar amount (for example. If the coupon is good for a set amount on a particular article (say. Page 68 of 100 .00 EUR) or as a percentage (for example. For example. Article type COUP is delivered with the standard system. The price rebate amounts are then posted to the appropriate vendor and/or store. if you wish. or just selected ones. or other conditions. Integration You have used promotion types to define condition types to update promotion discount conditions. then when the coupon is scanned at POS. You configure the POS side to verify that the required articles are purchased in the correct quantities before the coupon is applied. You then create a bonus buy. in a promotion. including ones not involved in promotions. You have assigned condition tables to the condition types. in Customizing for Logistics – General under Retail Promotion Promotion Type and Control for Condition Tables for Promotion Discounts. or a free gift with purchase of any three promotional articles. You can specify an expiration date by setting the appropriate validity dates in the POS view of the article master. IDoc type WPDREB01 exists for promotion discounts. For more information. it appears on the register receipt as a negative amount ( 0. buy two pairs of pants and get a third one free. according to the distribution ratio defined in the coupon profile. which is actually a set of conditions for bonuses on merchandise. but you can define additional article types for coupons. For more information about data distribution with IDocs. see Bonus Buys . a store.7 Coupons and Bonus Buys Use Coupons entitle customers to a bonus for purchasing merchandise. see Promotion Pricing Controls . 1. or an extra 20% off on all previously marked-down merchandise. buy 3 get 1 free). 20%). see Promotion Discounts . Activities You assign articles to the promotion as usual.50). PUBLIC © 2014 SAP SE or an SAP affiliate company. for example.

Page 69 of 100 . 2. you choose the tab page Discounts and then Articles where you select the article you require. See also: Assignment of Discounts to Article Hierarchy Nodes 1. The system creates the discount conditions. Note If you change the assignment of articles to article hierarchy levels after you have created promotion discounts. To assign discounts to articles that you have selected in the fast entry for the promotion. activate the discount and save the promotion. Activate the discounts and save the promotion. deactivate the items. Prerequisites A valid article hierarchy exists for the distribution chain that you entered in the header data for the promotion. Note Note If you have assigned discounts and then later change the validity periods of the article hierarchy node. Changing Discounts To change discounts. To assign discounts to Merchandise Categories .8. the system checks that the site groups assigned to the promotion are for distribution chains only. To assign discounts to all articles in an organizational level that you have defined in the header data. Integration You define the assignment of discounts to article hierarchy nodes in the Promotion function. All rights reserved. Copy subnodes of selected nodes : The system copies lower-level nodes but not the actual nodes selected. for example. choose the Discount tab page and then the relevant tab page where you make settings for the organizational level. You can save them as a variant to use the settings again.4. You can display the normal sales prices for the article hierarchy nodes that you have selected. Enter the discounts for the selected articles or organizational levels as an absolute value or as a percentage. Discounts Article Hierarchy.Activities Creating Discounts 1. make the required changes. you can define settings for the season and year. create a promotion on the tab page PUBLIC © 2014 SAP SE or an SAP affiliate company. the system does not automatically transfer these changes for the promotion discounts. You can use mass maintenance to define values. Activities To assign discounts to article hierarchy nodes. Features You can use the multiple selection function to select several nodes from an article hierarchy simultaneously. 3. the latest assignment status is always the one that applies in subsequent price determination. to obtain up-to-date sales condition information when you are defining discounts. When you activate promotion discounts for a distribution-chain-dependent article hierarchy. The system only activates the discount condition records for sites whose distribution chains correspond to the article hierarchy. You can use the following functions on the selection screen: Copy selected nodes : The system only copies the nodes that you have selected. Recommendation We recommend that you do not display the sales conditions for all items at the same time as this can affect system performance. To assign different discounts for different periods to an article hierarchy node. Merchandise Category Hierarchies or Article Hiearchy .1 Assignment of Discounts to Article Hierarchy Nodes Use You use this function to define a sales price markdown for all the articles in an article hierarchy node. choose the Discounts tab page and then All Articles . such as the absolute and the percentage discount or the unit of measure for items.

Example Winter gloves are assigned to both the "Winter Festival" promotion which runs from December to January and the "Christmas" promotion which runs from November to December. When the analysis is run.4. The delivery date requested in the sales order should be within the delivery period defined for the promotion.9 Promotion Validity Periods (Retail and Wholesale) Retail Validity Periods Normally. Promotions may overlap. (Optional) The delivery period(s) within which the merchandise is delivered to retailers. The pricing date in sales orders must therefore be within the sales order period of the promotion. All rights reserved. It also cannot be reordered after the listing period has elapsed. you can create an exception report that lists the 100 articles with the lowest sales revenue for the previous month. The retailers’ promotion sales period has no influence on the wholesaler’s pricing. who can then examine the results and determine whether a promotion should be created or not.10 Exception Analysis and Automatic Promotion Creation Purpose In addition to creating promotions manually. Note When wholesalers create promotions and receive orders from participating retailers. within which you can order merchandise from your suppliers. In configuring. The same article can be assigned to the same store for two different promotions that overlap. Listing rules govern which stores can sell (or reorder) which articles at which times. for example. promotions run for a set period of time. listing window. within which the promotion applies to incoming sales orders and within which sales price conditions are granted for these sales orders. otherwise the system displays a warning. the system will issue a warning message. See also: Sales Orders with Promotion Determination 1. This will affect target sales for the "Winter Festival" promotion. the system checks that the pricing date is within the sales order period. however. the system will create the promotion automatically. Given this information. then the entire promotion period is considered to be between the earliest starting date and the latest ending date for all stores participating in the promotion. they can use it to request orders from retailers or give them other timely support (for example. For example. sales period. If so. and the gloves will be sold for $7 in December. but if the wholesalers have stored that information in their promotion. The order period. PUBLIC © 2014 SAP SE or an SAP affiliate company. The "Winter Festival" price is $8 while the "Christmas" price is $7. but not afterward. a New York distribution center might ship sale merchandise to Connecticut two days before the start of a promotion. The sales order period.4. in which case Store X will be able to sell winter gloves in April. If Store X normally sells winter gloves only through the end of March and you create a promotion that runs into April. However. for example. etc. purchasing period. In SAP Retail. advertising materials or services). For reporting purposes in the Retail Information System (RIS). but to California a week before the promotion. you can have the system analyze sales data and let you know when a promotion is advisable. For wholesale promotions. For example. you can determine the exact date on which the promotional merchandise must be in the distribution center in order to be delivered to the stores in time. the pricing date must be set as today’s date in the Customizing setting for the sales document type. Only during this validity period do the promotion purchasing conditions apply. within which the sales price conditions defined for the promotion are valid and within which the merchandise is on sale in the stores Promotional merchandise can be delivered prior to or during the promotion validity period. Page 70 of 100 . only three periods are defined (see illustration below): The purchasing period (same as for retail promotions). The promotions overlap in December. within which orders can be placed with the distribution center The delivery period. you define starting and ending dates for the promotion. you can override the message. sales and purchasing volumes can only be assigned to one promotion at a time. when procuring promotion merchandise for example. provided that all the article data (including the promotion price) is identical in each case. If you define different validity periods for different store groups. The following validity periods are defined for retail promotions (see illustration below): The purchasing period. within which you can order merchandise from your suppliers. within which merchandise must arrive in the stores The selling period. Shipping dates can vary for different stores. Workflow will send a work item to the person responsible for promotions. Only during this validity period do the promotion purchasing conditions apply. You can have different validity period dates for different stores or store groups participating in the promotion.1. Wholesale Validity Periods Promotions staged by wholesalers differ from retail promotions in the way in which the periods that apply to the promotion are defined. last date for good receipt in stores. The system therefore shortens the period in which the gloves are assigned to the "Winter" promotion by a month. but the gloves can only be sold at one price in the store. a promotion on swimwear might start earlier and last longer for stores located in warmer climates than for those in colder ones.

Microsoft Excel or other third-party planning software). All rights reserved. the system will create the promotion automatically. such as the SAP Retail Store Workbench. You cannot make any changes to it. 1. including organizational data and validity periods. Planning data includes. Page 71 of 100 . sales prices and quantities You use the following BAPI for data transfer: CreateFromData This BAPI reads the article information. you can export the announcement information from the SAP system to an external system (for example. supply source determination. Define article and store as characteristics. The person responsible receives a Workflow message. this data can be transferred back to the SAP system. and then creates a promotion in the SAP system using that data. Making Changes to Site Data Externally Once you have begun subsequent processing (for example. This is useful when several departments are involved in the same promotion. and define sales revenue as a requirement. he or she then determines whether or not a promotion should be created. this BAPI reads and displays information for all articles in that promotion. site groups and themes. including the suggested quantities.4.11 Promotion Data Transfer Between the SAP System and External Systems Use Importing Planning Data into the SAP System You can create promotion planning data in an external system (for example. Store personnel can then select a given promotion from the list. Based on the exception data. this BAPI sends the data back to the SAP system. in stores). GetDetail This BAPI exports detail data for one specific promotion to an external system for modification. specifying that the exception must be run in batch mode. you can continue to modify it in an external system and reimport the data as necessary. header and item data. and so on).12 Maintaining Promotion Data in a Multiuser Environment Use Several people can maintain data in a promotion at the same time. including prices. then import it into the SAP system. at which time the promotion will be created automatically. (Only promotions applicable to that store will be shown. specify that the data is to be transferred to Workflow as a table. ChangeSitePlanning After you have modified the site data. In subsequent processing for the exception. Sending Promotion Announcements to Stores After announcements have been created during subsequent processing. When responses are submitted (with requested article quantities).4. The following BAPIs are used in data transfer: GetAnnouncedList This BAPI exports a list of promotions to another system. ConfirmRequest This BAPI confirms the announcement and sends the data back to the SAP system. Execute the exception analysis in batch mode. The following BAPIs are used for site data transfer: GetSitePlanning1 This BAPI reads the article information and site data and exports it to the external system.Process Flow You define an exception analysis in RIS. Then activate the event coupling to Workflow. listing. Set the event coupling to the exception as active. The changed quantities for that store are now written to the promotion data. 1.) GetSitePlanning1 When a promotion is selected. Define the organizational data and assign it to Workflow task TS20000723. this BAPI imports the changed data from the external system back into the SAP system and updates the records accordingly. for example. Making Changes to Planning Data Externally Once you have created a promotion (whether in the SAP system or externally). but it does allow you to see what promotions are currently scheduled and decide which need additional processing. If so. Store personnel can change the quantities if this is permitted by the promotion. you can make changes to site data. Change After the promotion is modified. or when PUBLIC © 2014 SAP SE or an SAP affiliate company. You use the following BAPIs for this: GetList This BAPI exports a list of promotions. Assign the exception analysis to the standard event PromotionCreate (business object MCYA) using transaction AWUW.

1. site groups. The listing function for promotion subsequent processing leads to the creation of listing conditions valid for the merchandise in the stores and the automatic generation of assortment lists. Activities Maintenance is done on an article basis: 1. If you receive an error message. If there is more than one vendor for each article. Stock transport orders or deliveries from the distribution centers to the stores can be generated automatically from the allocation table. The stores receive an announcement about the promotion and receive detailed information on the articles in the promotion. you can also create separate purchase prices.) 3. You can save your work at various stages along the way. After you have completed all the necessary tasks and once the promotion prices are activated. PUBLIC © 2014 SAP SE or an SAP affiliate company. and free goods). All rights reserved. the system displays the number of elements assigned to the promotion. For example.13 Promotion Status Use There are several steps in creating a promotion. themes. promotion prices. You then select one or more articles within the promotion. If you are not happy with the results. no two people can work on variants of the same generic article at the same time. Several users can display header data (for example. 1.4. you will once again be able to access the article. themes. For more information. you can either use another allocation rule or change the results manually. see Background Processing: Subsequent Processing Promotions. The creation of allocation tables leads to the splitting up of the total quantity of merchandise among the stores. Two people cannot work on the same article at the same time. However. you can lower the prices for stores in that area even further. Once the other person has saved his or her changes. for example. articles can no longer be removed from the promotion. You can also change the planned quantity for each site at the same time. If someone has checked out an article. In addition to overall status. When you save your changes. you can enter more data for each article based on the site or the site group. When you select a promotion. such as the number of themes and assortment modules and whether advertising media have been created. 2. and so on) at the same time.. bonus buys. the system automatically includes all its variants. they can change date pertaining to the item lines (for example. They can also assign new items to a promotion or delete items from a promotion. That is. Activities The system allows you to keep track of your progress in creating the promotion. the system changes the status automatically and displays it in the Planning Data screen. You select a promotion.several people within a department share duties. volumes. the system generates an error message. you can use subsequent processing in the background. last year’s January white sale vs. By accessing the Retail Information System directly linked to Promotions. pricing conditions. Merely saving the promotion does not cause it to become active. you have the opportunity of analyzing the effects that the promotion will have on the resulting margins. promotion modules. you can no longer change earlier articles. it may be because you have not completed all the necessary steps first. the system automatically triggers the outbound processing of the pricing conditions to the POS systems in the stores. you can keep track of expected vs. but not change it. this year’s January white sale) and set a target revenue for the promotion you are creating. The system then displays all the sites involved in the promotion and the actual quantity of merchandise that every site would receive. the promotion is activated and a series of activities is automatically initiated by the system.4. If you expect strong competition for similar articles in a certain area. In subsequent processing. If you select a generic article. only those articles are locked while other users can work on the articles which are not locked). Note To shorten the runtimes. create a quantity and an allocation rule and choose Simulate . You can also compare the business volume generated by earlier promotions (e. (In essence you are "checking out" those articles.g. The system will not let you move on to the next step until all prior required steps are completed. without any intervention being required by the user: Based on prices you entered and activated for the merchandise in the promotion. a "Listing" status means that listing conditions have been created and that the promotional merchandise is listed in all stores participating in the promotion. and you try to check it out. or vendors. This can be done for the full promotion or for individual articles. once pricing conditions have been activated. the articles become available to other users in case further maintenance is needed. Once the promotion attains a certain status. This determines which merchandise can be ordered and replenished within the period of the promotion.14 Subsequent Processing in Promotions In a series of subsequent steps. you can decide whether you want to maintain the entire promotion (in which case other users cannot work on it) or only selected articles within the promotion (in which case. To do this. You can simulate allocations before confirming them. the allocated quantities for the individual stores and the required logistics control data (the sales data agreed on by the vendor and the date on which the merchandise should arrive). actual revenues. This also affects what you can and cannot do. Page 72 of 100 . As you complete each step.

and so on. it does not take the allocation table item category into account. Although considered part of subsequent processing. if desired." With the "no calculation" setting. the system calculates and stores information about the markup. the system checks the allocation table item categories for the supply sources. you simply enter the sales price and activate it.4. See also: Supply Source Determination 1. the price the distribution center charges the stores for merchandise) For each article whose price you want to activate. which are already activated. you must assign at least one site group to the promotion in order to carry out pricing. specify "without calculation. purchasing organization. can be changed by activating a different price for the article. To improve performance. All rights reserved. This overwrites the previous promotion conditions. Alternatively. you must enter a price list and a distribution channel in the promotion header data. you can specify which of these conditions are to be generated. It displays its choice on the screen. you must assign at least one site group to the promotion in order to carry out pricing.15 Supply Source Determination for Promotions Use You can have the system suggest the best supplier for each article in a promotion. etc. Each article is listed on a separate line. You select the articles you want. However. this is an optional feature which is not automatically invoked by the system. purchase price. you can have the system display all possible sources as well as an indication of the system’s choice. Pricing can be carried out even if no site groups are assigned to the promotion. but you can override this. in Customizing you can enter a default value that specifies which conditions are to be generated. you can then invoke supply source determination. by entering a different supplier. only those variants which do not inherit their prices from the generic article are selectable. you can choose to generate sales price conditions without having the system calculate them. Features Once you have created a promotion and saved it. Price list In this case.Outbound 1.More Information POS Interface .16 Activating Promotion Prices Use Price Activation Types You can control how price activation is carried out by entering a price activation type in promotion header data. and can be used independently of the other subsequent processing functions. Note When generating promotion allocation tables. Pricing can be carried out even if no site groups are assigned to the promotion.4. Prices. Distribution channel In this case. You can change prices even while a promotion is underway. and select the supplier you want. Page 73 of 100 . The following values are valid: Site In this case. For generic articles. Pricing Conditions The system activates promotion-specific pricing conditions based on the planned prices. The following pricing conditions can be created: Sales conditions for sales prices in the stores Purchasing conditions for purchase prices from vendors Distribution center conditions for distribution center prices used in two-step pricing calculations (that is. Site group In this case. the system generates the sales price conditions. The system searches for both internal and external suppliers. then ask the system to suggest sources. If a supply source does not have the correct item category. In Customizing for promotion types. when the system automatically determines a suggested supply source. you must enter a distribution channel in the promotion header data. however. PUBLIC © 2014 SAP SE or an SAP affiliate company. Normally when you activate a promotion price. margin. When you save the promotion. The system can check this price list against the site price lists for the sites in the site groups which are assigned to the promotion. The system will propose a price activation type based on Customizing for promotion types. which may be different for each site. distribution chain. Optionally. an error message appears and the allocation table cannot be generated.

Prices will automatically revert to normal on the new promotion end date you specify. that is. the valuation will revert to normal (no split valuation). For a given article.1. you can also set the validity period for the conditions. Page 74 of 100 . for example. You can accept or reject this proposal for a given promotion. Integration The actual pricing calculations are done by the Pricing component.4. For more information. it is common to separate promotion merchandise from normal stock. This in essence shortens the validity period for that article. 1. Valuation of an article occurs at the type level. Sometimes the labels on the promotion merchandise are changed so that it is clear that this merchandise is to be handled differently. The valuation category determines which valuation types are valid for that article in that store. If an article in a given store has valuation category R and is assigned to a promotion module. for example. SAP Retail allows you to value each type of stock separately. More Information Inventory Management 1. for category R . In this case.1 How Split Valuation Is Controlled Use Valuation is controlled by three factors: Valuation category Valuation type Valuation class Valuation categories are set up in Customizing to determine whether split valuation of a particular article is allowed for each valuation area (usually a store or distribution center). you can deactivate the sales price for that article. you can still choose whether or not perform calculations for selected articles within the promotion. You can set different validity periods for different site groups. you can enter a different end date for the pricing conditions (either the current or a later date). You can adjust the length of the validity period even after a promotion is already underway: If sales are brisk and you are able to procure more stock of an article for the same price. even though the articles may be identical. enables split valuation to occur automatically for two types of stock: promotion stock and normal stock. If a sequence is entered for an item.4.17 Split Valuation for Promotion Merchandise In retailing. see Background Processing: Subsequent Processing for Promotions . Each category can have one or more valuation types assigned to it. the sales prices will remain active until the end of this newly revised validity period. Valuation category R .17. Background Processing You can use report RWAKT200 to activate promotion prices in the background. After the promotion is over. The system will propose a sequence based on settings in Customizing for promotion types.17. Since merchandise set aside for promotion is usually sold at a lower price than the normal stock. It uses the purchase price determination sequence instead. it will be valued as a promotion article and the value posted accordingly. then the system will not carry out source determination and will ignore any sources already assigned to the promotion. a store may have more than one valuation category. 1. Example Click here for an example of how valuation categories and types can be used. All rights reserved.Note The system automatically proposes "without calculation" in the header data. Purchase Price Determination Sequence You can assign a purchase price determination sequence for each item in the promotion. you assign a valuation category and valuation class in the article master record for each store that stocks that article. Validity Period When you are activating prices for articles.1 Example Using Valuation Categories and Types PUBLIC © 2014 SAP SE or an SAP affiliate company. If you have already sold the entire stock of a promotion article and cannot procure more. Depending on your setup in Customizing. the only valid types are promotion stock and normal stock. you can lengthen the sales validity period for that article. Regardless of the header data.4. The valuation class (defined in Customizing) determines the General Ledger account for the article. then transferred back to the Promotion component.

000 $8. promotion or normal) based on the valuation category in the article master record and the valuation types assigned to it in Customizing for Material Management.000 1000 articles @ $8 = $8.200 articles @ $9 = $10.1.17. For stock transport orders. but it does not mean that all four types necessarily apply in any given store. Revenueposting Page 75 of 100 .1. For clearance sales of current inventory (as opposed to promotions where merchandise is specially ordered).800 500 articles @ $15 = $7. price) 600 articles 0 0 $10.2 Split Valuation and Inventory Management for Promotions When purchase orders are created.1 Example Using Valuation Categories and Types Suppose you define valuation category R in Customizing as follows: Valuation category Valuation types R Normal Promotion Standard outlet price Damaged/factory seconds This means that these four valuation types are valid for valuation category R . the purchase price is $10 and the sale price is $15.000 (no change) 1.000 Promotion finished. However.4. or ship it to outlet Store 2.100 articles @ $8 = $8. promotion stock moved to normal or promotion stock returned to vendor 1.000 articles @ $10 = $10. and the inventory is reevaluated accordingly.800 (no change) $14.1 Split Valuation Example Example This example demonstrates split valuation for a single site. this can be overridden (changed to normal. 1.2.000 $18. with each sale. All rights reserved.800 500 articles sold at normal price 600 articles @ $10 = $6. articles will be revalued according to the valuation category for those articles in the receiving site. Goods movement Inventory and value of normal stock Inventory and value of promotion stock Total value of all stock Starting inventory 1. upscale Store 1 could not value it at the normal or promotion price. For normal stock.800 $19. inventory for the corresponding type of stock is reevaluated.100 articles @ $10 = $11.000 (no change) $19. then the stock of that suit in Store 1 could only be valued at the normal or promotion rate. If so. Store 2 (a discount outlet) also has valuation category R .4. the purchase price $8 and the sale price is $12.4. the system checks to see whether the article is assigned to a promotion.000 $8. Example Click here for an example of how split valuation works. If a shipment is damaged or of poor quality.000 100 articles received into promotion stock $11. The store might choose to either return the shipment to the manufacturer. your entire inventory of the articles involved should be revalued as promotion merchandise (rather than normal merchandise) prior to the start date of the promotion.000 (no change) 600 articles @ $8 = $4.000 100 articles received into normal stock 1.800 500 articles @ $12 = $6.500 500 articles sold at promotion price $6. where it could be valued as either damaged goods or factory seconds. Assume that Store 1 (an upscale fashion store) has valuation category R but uses only two of the valid valuation types: normal and promotion.000 PUBLIC © 2014 SAP SE or an SAP affiliate company. they are assigned to either promotion or normal stock based on the purchase orders. values are posted to the appropriate General Ledger account (normal or promotion) depending on the valuation type.800 (moving ave. For promotion stock. but uses only these valuation types: standard outlet price and damaged/factory seconds. Store Valuation category Valid valuation types 1 (Upscale Fashions) R Normal Promotion 2 (Outlet Store) R Standard outlet price Damaged/factory seconds If a men’s suit is assigned valuation category R in its article master record.800 $10. or no split valuation) if the purchasing agent determines that the vendor cannot supply the article at the reduced purchase price.17. 1. As goods are received. When goods are received into the warehouse. Likewise. it proposes the default valuation type (for example.17.800 $6.

This enables the system to track these variants as if they were separate articles for inventory purposes. Announcements can be either printed on paper or sent to stores in EDI format via a BAPI. when the promotion is over)..) For the characteristic values. but not affect stock in other stores or the distribution center. there is a field for allocation article.17.4. while another (each) may be used only for sales to consumers. you could have separate storage locations for pallet storage of notebooks and cases of notebooks. For more detailed information on logistical variants and characteristics. They are given full details about the merchandise involved in the promotion. an individual store manager’s special rather than a centrally coordinated promotion). you can assign various units of measure to an article.4. the sales document for an article contains the promotion number.18 Logistical Variants in Promotions Use In article master data. For example. If a store initiates a price reduction for an article (for example. 1.4. that reduced price will apply to the entire normal stock of that article in inventory at the store. if it exists. If a given article has multiple units of measure. (Relevancy indicator 2 is for variants based on size and color. the value of the article sold is posted against the promotion stock account for the site and the revenue is posted to a special promotion account. Variant Use Base unit of measure Additional unit of measure Variant 1 Sales to consumer Each -- Variant 2 Purchasing Each pallet Variant 3 Purchasing Each case In your distribution center. If this field is checked. So. If a promotion number does not exist (for example. allocation can be calculated either pallets or cases rather than individual units. This is meant only for articles that have logistical variants. Each pallet load contains some number of case. you specify the units of measure in which the inventory is to be managed at a store or distribution center. 1. All rights reserved. see: Articles: Logistical Variants Articles: Defining a Logistical Variant . Integration When planning quantities for promotions and when doing subsequent processing.19 Promotion Announcements Use In promotion processing. but purchase them in pallet loads and cases. you can create logistical variants. relevancy 3 is for variants based on logistical unit of measure. Features Announcement Date Part of the planning process is determining when announcement is to occur. a Winter promotion might create an announcement on October 1 for stores in cold climates and on November 1 for stores in warmer climates. Allocation Quantities PUBLIC © 2014 SAP SE or an SAP affiliate company. the quantities (suggested or mandatory) allocated to each individual store.3 Split Valuation and Revenue Posting for Promotions For both POS and non-POS sales.@ $10 = $6. You define logistical variants by creating a generic article with the characteristic unit of measure using relevancy indicator 3. then during subsequent processing when allocation from DC to stores is being calculated. Announcement is set up when you perform subsequent processing. member stores are informed of upcoming promotions via the announcement function. and the message control function prints the announcements when the announcement date is reached. For example. using the above example. the system will use the allocation logistical variant rather than the sales logistical variant. one unit of measure (pallet) might be used for store allocation purposes. Page 76 of 100 . and the necessary logistics control data (such as the date when the merchandise is scheduled to arrive). the value is posted to the normal stock and revenue accounts. If so. You can define an announcement date that is different for different store groups. Example Suppose you sell notebooks individually.000 1.

If the stock is to be drop-shipped by the vendors to the stores. then the merchandise must be posted to a special promotion stock location which is excluded from the planning process. The user has the option of accepting the 120 or increasing the quantity. or class. but the stores can change the quantities. the Replenishment Planning function becomes aware of that upcoming promotion. For these 120 pieces. the system assumes that a quantity of 0 is to be confirmed for that store.The quantity of stock to be allocated to the stores depends on the announcement type you set up. if the warning is overridden. but the actual quantity shipped need not match the requested quantity (for example. Automatic storage location determination ensures that all stock movements for the promotion merchandise will be done from that location. If insufficient stock is available in the distribution center for the promotion. allocation rules are not involved. Activities The stock planner can look at the promotion data and change the quantity suggested by the system. This assumes normal sales volume. Stores cannot order additional quantities. In Customizing. Page 77 of 100 . the Replenishment Planning function is invoked. Example A distribution center is planning replenishments for next month. when creating promotions. For information about the product catalog functions in general. it should still send a response at least to confirm receipt of the announcement. layout module. Then it looks to see if a promotion for this article will occur during the upcoming period.4. For inventory reduction promotions or for one-time purchases of a set quantity of promotion merchandise. All rights reserved. sales volume will increase. This makes creating a catalog for a specific promotion very easy. However. stock transfer orders or deliveries already exist in the system for the promotion. When a distribution center plans article replenishment on a regular frequency. Features PUBLIC © 2014 SAP SE or an SAP affiliate company. The system will take into account the store’s requested quantity. If so. 1. you can change the announcement type.21 Integration of Promotion and Product Catalog Functions Use You can copy promotion data into a product catalog. the system generates a warning message indicating that the store has not responded. If the required promotion merchandise is already on hand. By assigning the number of an existing promotion to a product catalog. the retailer must plan to have enough stock on hand to meet customer demand. Mandatory quantity: Standard allocation rules can be used to apportion stock automatically to the various stores participating in the promotion. see Product Catalog . but should be reserved for the promotion and excluded from the planning process. if a store requests 75 items but the minimum quantity is 100. See also: Allocation 1. no replenishment planning is needed. However. There is no automatic allocation from the distribution center to the stores. you can define an announcement type for each promotion type. then change the desired quantities in each case as desired. a user can select all promotions for a given timeframe and see all the announcements for his or her store. they must accept the quantity specified by headquarters. But if a promotion is planned for that period. it displays a message indicating that a promotion is planned and the time schedule for it. Individual stores have no choice with regard to participation or quantities. a promotion scheduled to begin near the end of the month will require 120 pieces for the promotion alone. this works the same way as it does for copying articles from a merchandise category. the store will receive 100). Suggested quantity with optional override: The distribution center determines suggested quantities for the various stores participating in the promotion. you can then copy some or all articles from the promotion into the catalog. For example. Features Stock transfer orders are created when a store’s required promotion quantity is greater than 0 and stock will be shipped directly from the distribution center to the stores.4. For a given article. mandatory response: stores must inform the distribution center of the goods and quantities they wish to receive. But in other cases. However. the system looks at past periods to determine how much stock is needed for the upcoming period. but will not suggest how much extra stock will be needed to meet the promotion demand. normal usage is 80 pieces per month. For more information on this copy feature. The system will first determine the normal replenishment quantity for the upcoming period. A response of 0 (or no response at all) means that the store does not want to participate in the promotion. then store purchase orders are created instead of stock transfer orders. If it does not respond by a designated date. The replenishment planning program takes existing purchase orders and stock transport orders into account when calculating available stock and replenishment quantities.20 Replenishment Planning Involving Promotions Once a promotion is in the planning stage. but will not take into account the normal 80 plus the 120. In this latter case. No suggested quantity. and more stock than usual will be needed. see Article Selection for Product Catalogs . Stores can respond to several announcements at once. There is no automatic allocation from the distribution center to the stores. In the product catalog function. the replenishment planning function is invoked to generate purchase orders. If a store does not want to participate in the promotion (quantity = 0). The system will suggest a quantity of at least 120. All merchandise must be specifically ordered by the stores. allocation rules are not involved.

depending on whether it was an actual change or a deletion. you assign product catalog type 002 to the catalog. Prerequisites In order to copy promotion articles into a product catalog. you can select Analyses and then branch directly into the Information System. Here you can enter the promotion number. Since the SAP online store is based on product catalog functionality. you can drill down on individual items on the screen to see further details. You can display all of the reports discussed above for past promotions as well. This causes an extra field Promotion to appear on the product catalog basic data screen. however. From the Promotion menu. that is. distribution center price. The following reports are also available: Margins (arithmetic mean) for promotion articles Margins (weighted) for promotional articles List of all prices relevant to the promotion (purchase prices. which images are to be shown. you can see in advance how effective your promotion will be. If the results are not to your liking. You can then select individual promotions or a range of promotions that you want to compare. margins. prices. For each article. Page 78 of 100 . you can increase the margins and recalculate the revenue until the results are satisfactory. You can export product catalogs to external software (for example. which articles are associated with which sections of the catalog. in Customizing you can create additional product catalog types that are valid for promotions. Product catalog type 0002 is delivered with the ERP system. Within the Promotion component. suppress or display various types of information. etc. and all sites that are able to carry a specific article. SAPRetail’s table control technique allows you to move the columns around. announcement status.22 Displaying Promotion Data Use Viewing Data Resulting From Subsequent Processing You can display a listing of all promotion articles assigned to a site. how well an article in a promotion sold in different stores. and so on. generally only necessary for future promotions that are still in the planning stages. the system always creates a change document automatically. for example. promotion price The report showing weighted margins. for example. for example. store retail price) Sales price list with normal sales price vs.The product catalog specifies exactly how merchandise is to appear. QuarkXPress ) for layout and printing. you can also integrate promotion data into the online store. Features Promotions can be selected according to different criteria and displayed in a selection list. Promotion prices for these promotions can be converted automatically to the new currency. Different icons appear. too. If prices in the promotion are to be converted. the system displays data which includes. listing status.23 Promotions: Currency Conversion Use When the main sales price currency is changed. shows the revenue to be generated. The conversion is. However. you can choose which key figures to display in which order on the screen (for example. promotion prices have to be converted to the new currency. you can convert the pricing conditions at the same time as you convert all the other conditions.4.4. For promotions that are running at the time of the currency conversion. You can drill down into a promotion to see statistics on the individual articles. You can also see. All rights reserved. By running this report. 1. Change documents are for display only. showing: Who made the change When the change was made Exactly what changes were made You can view the change documents by selecting Reporting from the Promotion menu. These prices are not activated automatically. multiplied by the margin for each article involved. this has to be done separately using this function. overall processing status. Here. Viewing Changes to Promotions Whenever a change is made to a promotion. using 0002 as a reference. for example. This serves as an audit trail. or select a time frame and see all promotions that occurred during that time. In this case. 1. PUBLIC © 2014 SAP SE or an SAP affiliate company. In most cases. The converted prices have to be activated using the promotion follow-up processing. gross margin and lost sales dollars). Analyses and Reports You can display statistics on current and past promotions so that you can evaluate and compare how well they did. you must make sure that you activate the promotion checkbox. you can also display a list of all product catalogs that are assigned to a given promotion. plus pricing information.

Interactive sales price calculation screen For more information. Pricing documents You can save information on sales price calculations in a pricing document. You can calculate prices for retail and wholesale distribution chains.5 Pricing This component contains various functions for managing sales prices within the framework of your company's supply chain. see Canceling Sales Prices Authorizations To be able to create sales prices. Referencing sales prices for the variants of a generic article In the article master you can define whether the variants of a generic article are to inherit the sales price of the generic article or that of another variant. Supporting planned markups/planned margins using the condition technique For more information. This converts all the promotion prices to the new currency and saves them. Integration Required function: Required component: Calculate sales prices for promotions Promotion Establish seasonal markdowns and have these automatically take effect at preplanned intervals Season (markdown planning) Automatically transfer pricing information to site POS systems POS Interface Print sales prices and supplementary conditions on merchandise tickets or shelfedge labels Ticketing component Send sales prices in an assortment list Assortment list Features Sales prices can be calculated for several articles and organizational levels in a single operation. Flexible design of purchase and sales price determination Different purchase and sales price determination sequences allow you to create flexible purchase price and sales price determination. Canceling sales price changes You can cancel sales prices if you notice a mistake in a sales price calculation after the fact. see Rounding to Price Points. Customizing the calculation table You can define list variants to structure the pricing table to suit your individual requirements. Creating condition records Calculated sales prices are stored in the system as condition records when you save. see Pricing Table. see Planned Markups. the purchase price for the stores supplied is calculated on the basis of the distribution center’s transfer price. Rounding sales prices to price points. For more information. sites. The conversion of the selected promotions is performed automatically via the currency conversion interface. price lists and sites. For more information. For more information. For more information. see Pricing Documents.Activities You can use the Euro Workbench to select the promotions that you want to convert to the new currency. You can maintain the authorizations for carrying out calculations separately for the distribution chains. For more information. You can create condition records as well as sales prices for various list fields in the sales price calculation screen (calculation table). see Calculating Prices for Site Groups. Two-step price calculation You can use two-step price calculation to calculate both the distribution center’s transfer price for the store. For more information. see Price Calculations for Generic Articles and Variants. For more information. see Purchase Price Determination andSales Price Determination. distribution centers. The system distinguishes between authorization to carry out calculations and authorization to activate prices. a user must have appropriate authorization. see Two-Step Price Calculation for Stores. See also: ISR – SAP Retail Promotion ISR – SAP Retail: Currency Conversion (Euro) CA – European Monetary Union: Currency Changeover in Retail CA – European Monetary Union: Euro Workbench 1. Page 79 of 100 . see List Variants. For more information. You can also assign PUBLIC © 2014 SAP SE or an SAP affiliate company. This includes maintaining sales prices in the sales price calculation function. You cannot calculate separate sales prices for variants in the sales price calculation function. All rights reserved. and sales prices for the stores supplied by that distribution center at the same time. site price lists and price lists for customers. You have to activate the converted promotion prices separately in the promotion follow-up processing. In this type of price calculation. Calculating sales prices for site groups You can use site groups to carry out standardized calculations for flexible groups of sites.

see Competitor Prices. According to how they are used. flagging sales price condition records for subsequent processing. Market-basket price calculations You can use the market-basket price calculation function to calculate sales prices for a group of articles and sites. If scales have been defined for the condition types. For more information. see Pricing Overview Screen. condition tables and access sequences is available in the Sales and Distribution documentation under Pricing and Conditions . taking into account the total profitability of these articles in the plants selected. Pricing worklist function The Pricing function also guides you through the follow-on processes that result when parameters affecting pricing are changed. see Pricing: Currency Conversion. For more information. The pricing currency of the pricing position and the currency of the price determination correspond with one another. Purchase price calculation schemas The purchase price calculation schema is used to calculate the purchase price for merchandise procured from an external supplier. For more information. Existing condition records can be converted to relevant to pricing . the following entries must be made in Customizing for Purchasing : In the purchasing calculation schema only condition records with the indicator relevant to pricing are taken into account. In order to determine the schema. For more information. the appropriate scale level will be determined using the standard purchase order quantity maintained in the purchasing info record. For more information. Pricing overview screen You can use the Pricing overview screen to display standard and promotion prices as well as additional information (supplementary conditions and parallel prices in euros. see Archiving Pricing Documents (LO-MD-RPC). see Purchase Price Determination . For more information. PUBLIC © 2014 SAP SE or an SAP affiliate company. sales price calculation schemas and calculation schemas for determining prices are defined in Customizing for Sales and Distribution.authorizations by merchandise category. Page 80 of 100 . If no scale level has been flagged as relevant to pricing. Sales prices. for example. The condition value in this level is converted to the sales price unit and sales price unit of measure and entered in list field EKPNN . A pricing worklist is generated.5. All rights reserved. When defining a condition type in Customizing. you should take the following special features into account. The first main condition type found that represents a price (condition class B) is used for the basic purchase price displayed in the pricing table. are stored as condition records in the system. When you are setting up calculation schemas for Pricing. Archiving pricing documents You can archive pricing documents and their associated sales price conditions. The purchase price calculation schema assigned to a pricing item is determined using the schema group of the vendor and the schema group of the purchasing organization. Fundamental information about elements of the condition technique such as condition types. For further information on determining prices in the sales price calculation function. using report RWVKP01U. Send sales prices in an assortment list. you can set an appropriate indicator so that when the condition type is created condition records relevant to pricing are also created.Outbound Season: Markdown Planning 1. see Pricing Worklist. see Market-Basket Pricing. More Information Promotion POS Interface . Support for conversion to Euro. The scale that applies to the purchase price (net/net) in the purchasing calculation schema must be flagged with the subtotal S . the following types of calculation schemas can be differentiated between in Pricing: Purchase price calculation schemas Sales price calculation schemas Calculation schemas for price determination Purchase price calculation schemas are defined in Customizing for Purchasing . This can be done through the Assortment List component. for example) on various articles and organizational levels at the same time. Another indicator exists to determine whether the pricing relevance status can be changed. and calculations are performed using sales price calculation schemas. one scale level can also be flagged as relevant to pricing.1 Condition Technique in Calculations and Price Determination Several different functions in Pricing are based on the condition technique. Constraints The following functions are not included in this component: Establish seasonal markdowns and have these automatically take effect at preplanned intervals This feature is handled through the Markdown Planning component rather than through Pricing. The market-basket price calculation function is thus an extension of the sales price calculation function. Taking competitor prices into account in sales price calculations You can enter competitor prices in the system and use these for determining sales prices in the sales price calculation function.

As certain list fields in the pricing table have a fixed meaning. When the sales price is changed. They can also be determined during sales price determination using special settings in the calculation schema. The starting point is the purchase price (net/net) that was determined with the purchase price determination function and that has now been transported to the schema using condition type EKNN . For further information on determining sales prices with the sales price calculation function. The supplied calculation schemas WWS001 to WWS004 . The pricing overview in Pricing and the POS interface . This formula is used to convert the condition value that is displayed in the schema above the current line to the After currency in the currency PUBLIC © 2014 SAP SE or an SAP affiliate company. The price determination information. The actual markup in the pricing table is linked to condition types AUFS and AUFX using subtotal 2. Calculation schemas for price determination Many applications in the Retail area use a calculation schema for price determination to read saved sales prices or further sales conditions from the database. Reference calculation schema VKP001 contains an example of calculating parallel prices in euro for standard sales prices (condition type VKPE ) and promotion sales prices (condition type VKAE ) using calculation formula 43 . (see graphic. The schema is a set of rules for calculating the sales price from the purchase price. If an inbound profile is not maintained. If you do not maintain a schema here. With settings for rounding to price points. You can control this transport separately. When you save this the value of list field ENDPR is written to the database as a condition (see graphic. If no entry has been made in Customizing for the key determined in this way. No control parameters can be created for those list fields that are calculated using program logic. The sales price calculation schema assigned to a pricing item is defined by the associated pricing type. The results of this price determination are displayed in the Purchasing detail screen. In the calculation schema for price determination. arrow 1). such as planned markup (planned margin) or competitor prices. If the sales area data of the customer determined in this way is maintained. you should make sure that when data is transported to these fields the relevant parameters in the sales price calculation schema are taken into account. Actual markup . Note There are several specific points to note when determining the customer schema for sites (stores) that sell to consumers: On the basis of the sales order. a schema of this type is used in the same way as a purchase price calculation schema to determine the transfer price for a distribution center. If no sales area data is maintained for this customer. You should bear the following points in mind when calculating sales prices: The sales price calculation schema must be structured according to a markup calculation. arrows 2 and 3). The procedures involved in sales price calculations are regulated by the following Customizing steps: Data transfer between the sales price calculation schema and the pricing table is defined in Customizing for Pricing under Control Data for Pricing Table and Data Backup . required for this calculation is read from the database using the main conditions in the schema. Under General parameters for pricing in Customizing. Pricing types are maintained in Customizing for Pricing and are assigned to a distribution chain or a price list (with currency) in a second step. You define calculation schemas for price determination in Customizing for Sales and Distribution . for example. together with the control parameters.Sales price calculation schemas Sales price determination is performed in the sales price calculation function using a sales price calculation schema. arrow 5).outbound are just two of these. Caution The data transfer between the sales price calculation schema and the pricing table must be defined for the list fields Purchase price (net/net) . the system uses the customer data of the site or reference site itself in the second step. the document schema and the customer schema. you can enter a document schema to be used for schema determination in the area of Retail . the system uses the customer schema entered there. The sales price (net) and the sales price (gross) are linked to subtotals 5 and 6 respectively. This means that determining the basic purchase price and the purchase price is performed in the same way it would be using the purchase price calculation schema. the system uses document schema A as a default. A reverse calculation is never performed. such as Margin (net ) and Margin (gross) . A condition type or a subtotal for the sales price calculation schema must be entered in the list fields of the pricing table. the sales price (or promotion price) must have the same condition type (or promotion condition type) as the sales prices calculated using sales price calculations (or the promotion prices activated in promotion processing). the system uses sample calculation schemas supplied with the standard system: VKP001 for store distribution chains. or does not contain an anonymous customer. net). VKP002 for distribution center distribution chains and VKP003 for wholesale distribution chains. the actual markup is adjusted in stages. in line with the changed sales price. The POS inbound profile is entered in the site master of the site or of the reference site. can be used as examples for constructing sales price calculation schemas and for data transport. The purchase price (net/net) is to be flagged in the same way using subtotal S . The calculation schema for price determination is defined using the sales area. These markups relate to the purchase price in the calculation schema. Net sales price field ( VKPNE ). the system first accesses the master data of the anonymous customer (as site customer) determined from the POS inbound profile for aggregated sales. In two-step price calculation. The gross price is calculated by adding taxes (condition type MWST ) to the net price. but also in sales price valuation to determine the final price without sales tax. Note These calculation schemas are used not only in determining sales prices. arrow 4) and the price calculation is adjusted in line with the rounded final price. Parallel prices in euro. The prices are transported from the schema to list field VKPNE or VKPBR (see graphic. the sales price from the specified schema is rounded (see graphic. for example in the list field Sales price (gross) ( VKPBR ). and Sales price (gross. This is calculated according to sample calculation schema VKP001 and flagged in the calculation schema using subtotal 3. Data is transported from the sales price calculation schema to the pricing table. the initial value for the customer schema is used to determine the schema. for sales prices or general sales prices in a parallel currency should not be stored in the system as condition records. Page 81 of 100 . All rights reserved. see Sales Price Determination .

Requesting calculations for an article means that the system displays all the relevant pricing data (such as markups. Page 82 of 100 .2 Business Objects and BAPIs in Pricing Business Objects The Pricing component contains the following SAP business objects: Object/Document Sales Price Calculation Object name Object type RetailPricing SAP_30304 This business object contains the results of the calculations for articles that were performed using the sales price calculation function. see Sales Price Calculations . you also need to define the transfer prices that are charged by certain organizational units (such as distribution centers) to the PUBLIC © 2014 SAP SE or an SAP affiliate company. Condition types VKPG and VKAG and calculation formula 140 are available as standard from the basic up to the normal sales price. margins and sales prices). if necessary. BAPIs A standardized Business Application Programming Interface (BAPI) has been created for the SAP business object Sales Price Calculation.Basics. Example If you have an external system in your store that communicates with a central SAP System (such as SAP Retail Store.conversion table. you need to take into account the settings described in Using the Condition Technique in Calculations and Price Determination and Sales Price Calculations .3 Sales Price Calculation The sales price calculation function allows you to maintain retail prices and DC transfer prices (together known as sales prices) efficiently for sites (stores and distribution centers) and other operational units. Prerequisites Among other things. The following functions are not supported: Saving sales prices Two-step calculations where data from step one is passed on to step two Vendor mixed price including changing purchase prices for individual vendors Price calculations using competitor prices 1. or up to the promotion sales price. for example).if. The CalculatePrices BAPI facilitates communication between the sales price calculation function in the SAP System and one or more external systems. Any errors reported by the SAP System (such as database locks. employees with appropriate authorizations can display store-specific calculations for articles. as generally only certain functions of the sales price calculation function are required at the store. the sales price suggested by the system is too high or too low . for example. The CalculatePrices BAPI does not support the full functions of the scenarios possible for sales price calculation in the SAP System. All rights reserved. then. and so on) are reported to the processing agent by means of an error log sent to the store. simulate changes to them and. Scope of Functions To be able to sell articles.5. If you use formula 43 .you can change them. You can use this BAPI to perform the following functions from an external system: Request calculations for an article. you must define retail prices for stores and other points of sale. How you should use the condition types and the calculation formula in the calculation schema is explained in SAP Note 510038. The changed data can then be returned to the central SAP System and posted to the database. Adjust calculations If the requested calculations do not meet your expectations . the condition types for the parallel prices in euro are displayed directly below the condition types for the sales prices.5. missing authorizations. The basic price can also be calculated with price determination. For further information. post the changed store-specific sales prices to the database. See also: Two-Step Calculation for Stores Pricing Overview Screen 1. Users must have the necessary authorization to be able to change sales prices. This interface allows you to access the business processes and data in the SAP System externally. In the cases where merchandise is subject to a logistics process with several steps. BAPI Description CalculatePrices Request and adjust calculations.

Calculating prices for wholesalers This allows you to calculate sales prices aimed at wholesale distribution chains and price lists (customer groups).1. Determining the margin. More Information Purchase Price Determination Supply Source Determination Sales Price Determination Planned Markups 1. There are therefore different methods of calculating sales prices at different organizational levels. The sales price calculation provides the following special functions for this: Pricing for generic articles and variants In this concept. These methods can be combined to form purchase and sales price determination sequences that specify a precise series of steps to be followed in calculating sales prices (see Purchase Price Determination and Sales Price Determination). such as a distribution center (multiple steps are possible) (see Two-Step Price Calculation for Stores).3. as follows: Calculating prices for distribution centers You can also calculate prices for distribution center distribution chains or for site groups of distribution centers (see Calculating Prices for Site Groups). In this case. prices are calculated on the basis of the purchase price from the external supplier. Price calculation for price families Defined price relationships between articles can be taken into account in pricing using price families (see Price Calculation for Price Families). The sales price calculation function contains the following three sub-functions: 1. Page 83 of 100 . Calculating prices for site price lists You can use site price lists to group stores or distribution centers (see Calculating for Site Price Lists).5.1 Purchase Price Determination PUBLIC © 2014 SAP SE or an SAP affiliate company. as well as the Customizing settings necessary to use them. Price calculations for stores You can also calculate prices for store distribution chains or for site groups of stores (see Calculating Prices for Site Groups).1 Sales Price Calculations . the variants of a generic article inherit the sales price of either the generic article or another variant (see Pricing for Generic Articles and Variants).5. As a means of confronting the mass data problem in retail. you can use a two-step calculation to calculate the retail price on the basis of the transfer price you charge your customer. There are also different methods of calculating sales prices according to the source of supply: Calculating prices for merchandise procured externally (one-step calculation). Determining the purchase price (purchase price determination) 2. you can take dependencies between articles into account when you define sales prices.Basics The following documentation gives you an overview of the components and functions involved in sales price calculations. All rights reserved. If you are operating in the wholesale sector. or the actual markup Purchase and sales prices are determined on the basis of the purchase price/sales price determination types defined by SAP. Calculating prices for merchandise procured internally (two-step calculation). In this case. Determining the sales price (sales price determination) 3.organizational units receiving the merchandise. prices are calculated on the basis of the transfer price from the organizational unit supplying the merchandise. This simplifies sales price maintenance and enables defined price relationships between articles. More Information Procedures for Sales Price Calculations Carrying Out Sales Price Calculations 1.3.

which represents the moving average price. Purchase price determination type E You can use purchase price determination type E to calculate prices for structured articles. Purchase price determination sequences The sales price determination sequences are the second element in flexible purchase price determination. Determining the purchase price in the sales price calculation function is known as purchase price determination. for example. See below for further details. You can also exclude vendors from this (weighting factor 0). or it could contain the purchase price that was calculated and saved in a previous sales price calculation. Purchase price determination type B In purchase price determination type B . Example For example. You can use the Business Add-In MIXED_PP_QUANTITIES to configure a different weighting factor by evaluating. You can use the purchase price determination types and purchase price determination sequences to structure purchase price determination to suit your company's requirements. Page 84 of 100 . It makes sense to use the latter procedure for those articles whose sales price will not change over a longer period of time. or simply the purchase price. These are related to particular article characteristics. All rights reserved. Purchase price determination type F If the article is sold at different prices by different vendors. the historical order data from a data warehouse or article document from an SAP ERP system. the purchase price of each component is determined. like sales sets. particular features of procurement and the business processes for sales price calculations. but the purchase price can still be estimated. In such cases. all valid vendors are weighted the same in sales price calculation (weighting factor 1). Purchase price determination types Description A Purchase price determination with schema as per standard schema determination B Purchase price determination with a specified special schema C Purchase price determination using customer function module D Interactive entry E Purchase price determination using article components (sales set) F Vendor mixed price Purchase price determination type A Purchase price determination type A is linked to supply source determination or a source of supply check for the specified vendor. together with the application. Purchase price determination types The purchase price determination types are different procedures for determining sales prices. The system determines the appropriate purchase price calculation schema for external vendors and the appropriate calculation schema for internal vendors (distribution center) for pricing. You can check and change the weighting factors for the vendors in a dialog box for the pricing item. The purchase prices for the different vendors can be weighted differently. A standard schema determination is carried out for the schema for purchase price determination. are made up of several components. Prerequisites You can define additional purchase price determination sequences in Customizing for Pricing. you can use a special schema (application M or V ) that has been specifically designed for sales price calculations. If you keep this special schema simple. taking into account the number of pieces of each. This price is called the net/net purchase price. for articles that. Purchase price determination sequences 01 to 07 PUBLIC © 2014 SAP SE or an SAP affiliate company. you can enter the purchase price of the article directly in the pricing table. You need to enter this special schema. The purchase price is then calculated using the schema determined. Features The purchase price determination types and the purchase price determination sequences are the basic elements of purchase price determination. that is. A number of different procedures can be used in purchase price determination. you can use purchase price determination type F to determine the average purchase price of the article. You need to enter these function modules in Customizing for Pricing when you determine the purchase price determination sequence. see Supply Source Determination. This makes sense in cases where you want to specify the purchase price or where there are no entries for the purchase price in the system as yet.Calculating a sales price for an article is based on a purchase price that represents the average procurement costs of the article for the organizational level for which the sales price is to be calculated. the special schema could contain just one condition type. The following purchase price determination types are defined by SAP. performance for price determination also improves considerably. By default. You can specify whether supply source determination is to be carried out with or without notification of errors. For more information. in Customizing for Pricing when determining the purchase price determination sequence. Purchase price determination type C You use purchase price determination type C to take special company-specific requirements into account by using function modules you have developed yourself. and the purchase price of the structured article is obtained by adding the purchase prices of the components together. Purchase price determination type D In purchase price determination type D . for example.

PUBLIC © 2014 SAP SE or an SAP affiliate company. as you do in the supplied purchase price determination sequence 01 .3. If both sources of supply are possible. Parameters You have to specify the relevant parameters for each purchase price condition type.in the same way as you do for access sequences for conditions . Example For example. the system uses the purchasing organizations maintained for supply source determination under Purchasing organizations for site . All rights reserved. based on what has been previously defined in the system.are supplied as standard. More Information Using the Condition Technique in Calculations and Price Determination 1. by defining purchase price determination sequences via the supply source determination type .5. you need to select one of the purchase price determination sequences defined in Customizing. Page 85 of 100 . Sources of supply can be either internal vendors (distribution centers) or external vendors. You can define further purchase price determination sequences in Customizing for Pricing . and so on. You can do this in Customizing for Retail Pricing . It is important to remember the following points when defining purchase price determination sequences in Customizing: Steps You can enter steps . In the selection screen for sales price calculations. however. Note If you use an appropriate list variant. Note You can define pricing requirements in Customizing for Sales and Distribution. The system determines the appropriate purchase price determination type and the assigned calculation schema. source of supply. Supply source indicator in the article master This indicator enables you to control whether the article is to be procured from an external vendor or by transferring it from an upstream organizational unit (such as a distribution center). simply enter a single purchase price determination type. you define the sequence in which the purchase price determination types are to be used in determining purchase prices.1 Supply Source Determination Supply source determination is part of the purchase price determination function used for calculating sales prices. This enables you to see quickly which purchase price determination type was used to find the purchase price when you are using multilevel purchase price determination sequences. in the same way as you defined the requirements for price determination. pricing requirement 01 in purchase price determination sequence 02 specifies that the second step of purchase price determination is only to be performed for articles with article category 10 (sales set). If changes are made. The following supply source determination types are defined: Supply source determination type This means: A No supply source determination B Supply source determination without error handling C Supply source determination with error handling Various settings in the article and site master (store and distribution center views) are important for supply source determination. It is used to find appropriate vendors (sources of supply) for selected articles on a particular organizational level. Activities In the selection screen for sales price calculation. The values determined are displayed in the pricing table. you can define which source of supply has priority. the system performs the calculation again. under System adjustment . select the purchase price determination sequence required. You can also.for a purchase price determination sequence to define the sequence in which the purchase price determination types are called up during sales price determination.1. You can also enter (and interactively change) the purchase price determination sequence in the EKERV list field of the pricing table. Here. The indicator has the highest priority in supply source determination The supply source key can be maintained in th Basic Data tab or in the logistic views for stores and distribution centers. Pricing conditions You can enter pricing requirements to exclude certain steps (certain purchase price determination types) from purchase price determination.1. Prerequisites You can determine whether a supply source should be found when the system determines purchase prices. If no valid vendor is found for the purchasing organization entered in the Organizational data group box. Settings in the Site Master Data The purchasing organization responsible for the site is maintained on the Organization/Calendar tab. such as the source of supply determination type or the special schema with its appropriate application. you can display the purchase price determination type in the list field EKERA in the pricing table.

If no regular vendor exists. the system checks the internal vendor entered.2 Sales Price Determination Determining suggested values for sales prices in the sales price calculation function is known as sales price determination. want to determine your sales prices using a predetermined planned markup.3. price lists or site groups. The vendor found and the purchasing organization responsible for the vendor are displayed in the pricing table in list fields LIFNR and EKORG. For further information. If the supply source key 1 applies to the pricing item. the purchase price is determined on the basis of a calculation schema defined for sales price determination. are of any relevance. Any internal vendor entered is of no significance in the case of supply source key 1 . Features The system uses the supply source determination function to find the relevant vendor (external supplier) or distribution center (internal supplier) for each pricing item (combination of article and organizational level). If no purchasing organization has been maintained for a site. the system uses the settings for the reference site. net) . This means. For this reason. This involves analyzing data which includes master data fields for the article and site for which the sales price is being calculated. Page 86 of 100 . You can also display the allowed vendors as defined by the supply source key by pressing F4 on the vendor list field. it displays an error message and does not continue with the calculation. it runs the supply source determination function for this vendor. If no internal vendor was entered. How the system uses this information depends on which supply source key has the highest priority in supply source determination. In the case of supply source key 4 . The only difference in the above description is that the terms internal and external vendor are swapped.5. it usually has to find a source of supply. the system issues an error message to this effect.1. Note The external vendor is also used to narrow down the articles selected. If. If the vendor is not an allowed source of supply. Calculating the margin (gross. . Any external vendor entered is of no significance here. this vendor is then used in the calculation. An external and an internal vendor can be entered on the selection screen of the sales price calculation. the system checks if the external vendor entered here is an allowed source of supply. In case of supply source key 2 . If an internal vendor is found. The second step would then differ depending on whether an external vendor was also entered. you must enter settings required for two-step price calculations in the master data of both distribution center and store (see Two-Step Calculations for Stores). that the first step would be for the system to check the internal vendor. No other supply source parameters. For the system to determine the purchase price. an external vendor is found. or the actual markup from the sales and purchase prices is also part of sales price determination. as a specific external vendor was entered on the selection screen. it uses the regular vendor for the fields requiring default values. the purchase price is determined on the basis of a purchase price calculation schema. If it is. such as the regular vendor indicator. Note If required. the system proceeds as with supply source key 3 . or based on competitor prices. the system uses the purchasing organization assigned to the sales organization to which the site belongs.Note The relevant reference purchasing organizations are taken into account for each purchasing organization. If the purchase price determination sequence A is used and the supply source is an external vendor. the system does not proceed with the calculation. There are various ways to determine sales prices. To do this. The Purchasing/distribution tab page contains additional parameters relevant to supply source determination: Regular vendor Source list requirement Supply region Special Settings for Two-Step Calculations If the article is procured by stock transfer. You may. this is used in the sales price calculation. If the system finds more than one possible external vendors as a source of supply. for example. the sales price calculation function in Pricing gives you the same flexibility in determining sales prices as you have in determining purchase prices. Note If prices are being calculated for distribution chains. PUBLIC © 2014 SAP SE or an SAP affiliate company. the system runs the supply source determination function. see Using the Condition Technique in Calculating and Determining Prices and Purchase Price Determination. If the system finds that the external vendor is not an allowed source of supply. 1. position the cursor on the vendor list field and press F4. for example. you can change the vendor in the pricing table. In the case of supply source key 3 . All rights reserved. it performs a second step to find a supply source: If an internal vendor was also entered. If the system finds that the external vendor is not an allowed source of supply. If the source of supply is an internal vendor. the system proceeds as with supply source key 1 and checks the external vendor. it uses the vendor with the least expensive purchase price (based on the purchase price and associated supplementary conditions).

when the standard sales price is determined for seasonal articles. adjust margin C Adopt sales price from list field D Price change in percent with reference to a specified list field E Absolute price change with reference to a specified list field Sales price determination type A You can perform a markup calculation using sales price determination type A . Sales Price Determination Sequences The sales price determination sequences are the second element in flexible sales price determination. If you do not enter a key date. you can determine in the sales price determination sequence that a price assigned to another list field is to be used as the suggested value. Page 87 of 100 . This procedure can be used to check the effects of purchase price condition changes on the profitability of an article if the sales price is to remain fixed (in line with the competition. plus a markup or markdown that you enter. you can carry out percentage price changes on the basis of the list field (reference field) entered in the sales price determination sequence. for example). Sales price determination type B In sales price determination type B . the price determination date is used. Sales price determination type C In sales price determination type C . In the selection screen for sales price calculations. In the same way. as shown in the supplied sales price determination sequence 01 . then the first sales prices valid in the season will be used. the system will use the sales prices valid at the start of the season for the sales price changes. If no sales price conditions exist at the start of the season. The following sales price determination types are defined by SAP: Sales Price Determination Type Description A Calculate sales price from planned markup B Adopt current sales price. Sales price determination sequences 01 to 06 are supplied as standard. This enables you to see quickly which sales price determination type was used to find the sales price when you are using multi-level sales price determination sequences. This enables you to take account of competitors’ prices in a price calculation. for example). you can carry out standard price increases or reductions (for seasonal merchandise. it is important to note the following: If you do not specify a key date. PUBLIC © 2014 SAP SE or an SAP affiliate company. Sales price determination type D With sales price determination type D . Note You can display the sales price determination type in the list field VKERA in the pricing table. To do this. Note In sales price determination types D and E . Note If you select the standard sales price as a reference field. instead of a percentage markup. This involves calculating the sales price from the purchase price using a predetermined planned markup. It is important to note here that the currency entered must be identical with the sales currency of the pricing item. Note In the remaining four sales price calculation types. Sales price determination type E Sales price determination type E represents the same procedure as sales price determination type D . the sales price is predetermined and the actual markup (or margin) is calculated. for example. Rounding to price points It is possible to determine for each sales price calculation type whether prices are to be rounded to price points. you need to select one of the sales price determination sequences defined in Customizing. The new sales prices are calculated on the basis of the sales prices that belong to the reference field and which are valid on the key date.Prerequisites You can define your own sales price determination sequences in Customizing for Pricing in addition to those supplied. You can also. It is important to remember the following points when defining sales price determination sequences in Customizing: Steps Defining steps for each sales price determination sequence allows you to determine the sequence in which the sales price determination types are to be used when determining sales prices. All rights reserved. you define the sequence in which the sales price determination types are to be used in determining sales prices. you need to select an appropriate list variant (see List Variants). Features The sales price determination types and the sales price determination sequences are the basic elements of sales price determination. the sales price of the article on the price determination date is used as the suggested value. with the one difference that. you can set a percentage price difference to a competitor price. simply enter a single sales price determination type. an absolute markup or markdown is entered. Here. You can define further sales price determination sequences in Customizing for Pricing. See below for further details. however. you must enter a sales currency for the absolute price change. In addition. Sales Price Determination Types The sales price determination types are different procedures for determining sales prices.

1. For more information.2. Use Planned markups are used in conjunction with sales price determination type A (markup calculation procedure) to determine a suggested value for the sales price in the sales price calculation function. prices that are just below a round figure. retailers often use psychologically appealing price points. For further information. You can use planned markups not only in one-step price calculation.2 Price Point Rounding Price points are fixed sales prices that are used as targets for rounding in the sales price calculation function. such as sales costs. Planned markups are modeled in the system as condition types of condition class A (markups or markdowns). as for other condition types. see Using the Condition Technique in Calculations and Price Determination You can take cost components that can be directly assigned to an article.89. 1. To do this. select an appropriate sales price determination sequence with sales price determination type A in the selection screen for sales price calculations.5. see Sales Price Determination . In the standard system. The levels distribution chain/merchandise category and distribution chain/price list with price list currency/merchandise category are provided for condition records (see access sequence VKWG ). To calculate sales prices using the markup calculation. the condition types AUFS (planned markup) and EVAU (retail markup) are available for planned markups. You assign the price point groups to organizational levels/merchandise categories or article hierarchy nodes .5. In sales price determination type A . The planned final price without rounding to price points (list field PENDP ) and the planned final price including rounding to price points (list field PENDR ) are calculated using the planned markup for all sales price calculation types. You can also enter (and interactively change) the sales price determination sequence in the VKERV list field of the pricing table. For planned markups.3. The calculated sales price is displayed in the pricing table as a suggested value.3. Note Planned markups of this type must be determined in a separate calculation. You group price points in a price point group by specifying price point areas . select the sales price determination sequence required. PUBLIC © 2014 SAP SE or an SAP affiliate company. If changes are made. Integration Condition type AUFS in the supplied reference calculation schema WWS001 serves as an example of how the planned markup is used in a sales price calculation schema. the system performs the calculation again. choose Conditions Planned markup or Planned retail markup and then Distribution chain or Price list . The system determines the appropriate sales price determination type with the corresponding parameters. you can define condition records at a variety of data retention levels. Page 88 of 100 . You can display the planned markup in the PAUFS list field of the pricing table. All rights reserved. such as $2.1. as well as the general cost components. into account using condition types that have been specifically designed for this purpose.1 Planned Markups Definition Planned markups are percentage supplements that reflect the profit a company wishes to make by selling the article. More Information Using the Condition Technique in Calculations and Price Determination Purchase Price Determination 1.Pricing requirements You can enter a requirement to exclude certain levels in the sales price determination sequence from sales price determination.79 or $2. Note You can define your own Pricing requirements in Customizing for Sales and Distribution under System adjustments. the planned final price with rounding to price points and the suggested value for the sales price are identical. You can maintain these planned markups starting from the initial screen of Pricing.2. You use the standard condition technique to do this. An example of using condition type KV00 (sales costs) is also to be found in the supplied reference calculation schema WWS001 . Activities In the selection screen for sales price calculations. but also for the second step of two-step price calculation for wholesalers (planned retail markup). For example.

General under Pricing Additional Parameters for Pricing .General under Pricing Sales Price Calculation Price Point Group Assignment of Price Point Group to Organizational Level/Material Group . have also defined whether you want to assign price point groups to organizational levels / merchandise categories or article hierarchy nodes. you proceed as follows: 1. 2. For each assignment. the system automatically uses the current retail price as the base price. For more information about processing an article hierarchy. you select the base price required to adjust the final price. Select the Price Point Rounding indicator. When changing the price point group you have the following options: Making a change in the pricing table Making a change with the mass change function Changing the price point group by making mass changes to the final price Activities Changing price point groups in the pricing table You enter the new price point group in list field EPRGR or EPRGR2 . this allows you to define special price point groups for the promotion and for markdown planning. Highlight the required rows in the pricing table. The system makes the price change and transfers the specified or automatically determined price point group to the relevant list field in the pricing table. For more information. you enter the necessary key fields. The base price rounded with the new price point group results in the new final price. All rights reserved. see Customizing for Logistics . that it always rounds up to the next highest price point. position the cursor in the list field EPRGR or EPRGR2 and choose Change List Field . see Customizing for Logistics . see Customizing for Logistics . If you change the price point group for the retail price. You have assigned price point groups based on the price point group assignment category. For the direct entry option. Copy the settings. 1. you can use price points in the sales price calculation.If you define final prices (list field ENDPR ) and retail prices (list field EVPRS ). 3. the system displays the price point groups in the following list fields: EPRGR : Rounding of final price EPRG2 : Rounding of retail price Note To display price point groups. see Procedure for Sales Price Calculation. In addition to rounding the final price (list field ENDPR ) and the retail price (list field EVPRS) in the sales price calculation. Prerequisites You have defined price point groups . You have used the rounding rule to determine how the system rounds between price points. PUBLIC © 2014 SAP SE or an SAP affiliate company. You can enter the new price point group directly or you can specify that the system is to determine the price point group automatically in the article hierarchy with the defined ranking type. Specify whether you want to enter the price point group directly or whether the system is to use key fields to determine the price point group. the system rounds the current value of the final price or retail price according to the new price point group. see Article Hierarchy Maintenance. For more information. For the automatic search option. you must use a list variant with the named list fields. For more information about price point rounding in the sales price calculation. If you change the price point group. Features In the pricing table. Changing price point groups with mass changes to the final price If you use the mass change function to adjust the final price. You have defined the price point group assignment category and. the system also adjusts rounding of the final price and the retail price. you use the price point category to specify the price determination process for which you want to use the price point group. position the cursor in the list field ENDPR and choose Change List Field . 5. for example. Depending on the price point group assignment category. If you change the price point group for the final price. Changing the price point groups with the mass change function To change the price point group simultaneously for several pricing items. 4. in doing so. 3. you enter the price point group in the relevant field. Copy the settings.General under Pricing Sales Price Calculation Price Point Group Define Price Point Group and Assign Price Point Areas . You can change the price point group in the sales price calculation. Highlight the required rows in the pricing table. a difference is made between distribution chains and optional price lists. you also define the assignment with the ranking type. the system displays different input fields for the key field search. Page 89 of 100 . In addition to the price point category. 4. For more information. You have used price point areas to define price points. you can also change the price point group. Article hierarchy nodes You can assign price point groups to article hierarchy nodes when you are processing the article hierarchy. Organizational level/merchandise category For organizational levels. 2. After the data is released.

the system evaluates the purchase price determination sequence you have specified on the selection screen. Page 90 of 100 . These are posted to the database as condition records when you save the sales price calculation. All rights reserved. If this hierarchy node does not have a price point group.2. 2.5. If you defined supply source PUBLIC © 2014 SAP SE or an SAP affiliate company. and initial merchandise category Access with distribution chain. the system retains the assignments of price point groups for the different price point categories and ranking types. you can specify that the price point groups that the access sequence determined for the original hierarchy item of the node will still be valid.1 Access Sequence for Determining Price Point Groups Use To reduce the work involved in assigning price point groups. an access sequence that is dependent on the price point group assignment category exists to determine price point groups.3. the system performs the following steps for each pricing item: Determining the purchase price First. the system uses the access sequence to determine whether the price point group is changed when the node is reassigned. such as pricing for perishable articles in stores. If the system does not find a price point group. The system assigns the price point groups determined with the access sequence explicitly to the node. Procedure 1. the search ends when it reaches the top hierarchy level. it takes the Price Point Category and Ranking Type parameters into account. This way. In addition. the system performs an ascending search for hierarchy nodes with assigned price point groups. distribution chain.1. 3. Features Access sequence for assignment to the article hierarchy Price point group determination always starts with the hierarchy node to which the relevant article is assigned.5. Calculation with price lists: Access with complete key. If the article hierarchy allows multiple assignments. Once the data has been released. This BAdI is therefore used like a filter. Note If the system determines the price point group. current merchandise category. If the system does identify changes. As a default. the system uses the hierarchy node that is the main assignment of the article as the starting point. You have two options: You can use method FILTER_ORGLEVELS to exclude certain organizational levels. initial price list. and initial price list Access with distribution chain.2. You can use the Business Add-In (BAdI) SPC_SEL_CHECK to restrict the defined structure of the pricing items. and initial merchandise category Calculation without price lists: Access with distribution chain and current merchandise category Access with distribution chain and initial merchandise category See also: Reassigning Nodes and Articles in the Article Hierarchy 1.More Information Access Sequence for Determining Price Point GroupsFinal Prices Final Price 1. you can ensure price list calculations are only allowed for certain distribution chain – price list combinations in your company.2 Procedure for Sales Price Calculation Use This process describes how you can use the sales price calculation function to create sales prices for different articles and organizational levels. Note If you reassign a hierarchy article node. current price list. Enter the necessary selection criteria in the selection screen for sales price calculations. merchandise category. If no price point group is assigned to the node for a combination of price point category and ranking type. you can exclude certain article – organizational level combinations. Access sequence for assignment to organizational levels/merchandise categories The access sequence used for assignments to organizational levels/merchandise categories depends on whether you are performing a calculation with or without price lists. and price list Access with distribution chain. pricing is set up for all the combinations of organizational levels and articles determined on the basis of selection criteria.3.

This log also contains pricing items for which prices could be calculated but for which warning messages were generated nonetheless (for articles with a suggested retail price. quantity per article. Procedure 1. The pricing table is a list that is structured according to the list group and list variant selected. You can use the indicator Pricing levels without general sales price only indicator in the Create Calculation dialog to restrict your selection of articles and organizational levels so that only those combinations for which no sales price exists in the system on the pricing date and at the level selected or higher are included in the price calculation. See also: Performing Sales Price Calculations . 7. net) First. the retail price for each. for example). such as actual markup. 10. a new calculation is performed for each changed item. Close the sales price calculation by saving it or by generating a pricing document. The delivery notes detail the different articles in the shipment. If the vendor is a distribution center. Page 91 of 100 . The results of the calculations are displayed in the pricing table. broken down by article. for each pricing item. if the vendor is external. and totals. net) is displayed in the pricing currency in the pricing table. see Final Price Calculating the margin The system calculates the margin (net. the system analyzes the sales price determination sequence specified on the selection screen. a price calculation for the distribution center is performed in the background. This calculation is dependent on the field that was changed. enter the articles and the organizational levels (distribution chains. see List Group and List Variants . Once the data has been released. the sales price is converted into the sales currency. In price point rounding. 1. 1. In the selection screen of the sales price calculation function. 6. The sales price (gross. the system also determines the retail price . Determining the sales price (gross. 2. See also: Margin (Gross) Determining pricing data for consumer prices In two-step price calculation for wholesalers. gross) from the sales price (net. Enter the validity period for the sales prices. the actual retail markup and the retail margin (see sample calculation schema WWS002 ). You can call up different detail screens ( Purchasing and Sales detail screenS. Then. Select a purchase price determination sequence and a sales price determination sequence. It also helps the store personnel who must put individual price labels on the articles when stocking the shelves. You can use the indicator Pricing levels with specific sales prices only indicator in the Change Calculation dialog to restrict your selection of articles and organizational levels so that only those combinations for which a sales price exists in the system on the pricing date and at the level selected are included in the price calculation. The sales price calculated using the planned markup can be displayed as the planned final price . You can change the data in the fields of the pricing table that are ready for input. the new value is displayed and the sales factors. 3. For further information. If no transfer price exists for the distribution center and prices are not being calculated for this distribution center in this run. For more information.3.2. for example). If required.determination. 4. 5. 3. The start of the validity period is used as the pricing date for determining prices in purchase and sales price determination and in determining the current final price. the system searches for the transfer price defined in the conditions. The various sales factors required are calculated using a sales price calculation schema. The screen containing the pricing table appears. the system searches for distribution centers and/or external vendors. All rights reserved. you can change the vendor. and so on) for which you want to calculate prices. 9. If price point rounding is defined. This way the store manager can see at a glance the total expected revenue for the shipment. 2. the purchase price is calculated on the basis of a purchase price calculation schema. displaying the results of the calculations. taking the Source of supply key maintained in the article master record into account. the (converted) sales price is rounded to a price point. 8.1 Calculating Sales Prices Use With the sales price calculation function you can create or change sales prices for several articles and organizational levels simultaneously in one operation. If more than one vendor exists for an article.5. This version of the sales price is displayed as the final price . Select a list group and a list variant . See also: Sales Prices (Gross) Determining the rounded sales price (final price) in the sales currency If the sales currency and the pricing currency differ. change the suggested values for the calculation in the fields of the pricing table that are ready for input. Any pricing items for which the system was unable to calculate sales prices (perhaps because the required master data was not maintained) are written to an error log. Narrow down your article selection as required. The retail price can be automatically printed on delivery notes for articles shipped from the distribution center to the stores. See also: Purchase Price Determination and Sales Price Determination . gross) and the purchase price (net/net purchase price) . The resulting value is used as the delivered price. PUBLIC © 2014 SAP SE or an SAP affiliate company. Confirm your entries. are recalculated. 4. sites.

not just for the sales unit that is proposed by the system. The same applies to calculations for site price lists. Features Two-step price calculation is performed in conjunction with sales price determination type A . it is often the case that the vendor first delivers the goods to a company distribution center. By making similar settings in the article and site master. Master data of the supplying DC In the master data of the supplying distribution center. for example). the purchase price of the stores is based on the transfer price of the distribution center. the margin . The parameters that you can change manually include the actual markup . Alternatively. however. please note that this may change parameters (such as vendor. To do this. these parameters will then be taken into account in the new price calculation. if this has changed. a new calculation is performed for each changed item. You can calculate a price for any unit of measure. on the other hand. or even perform multi-step price calculation.3 Two-Step Calculation for Stores External vendors sometimes supply stores directly. In this. Items for which no further calculation could be performed after the date was changed disappear from the pricing table when you press Enter . You can either set this indicator in the Basic data view or set it for individual stores and distribution centers in the Logistics store and Logistics DC views. you can define whether a pricing document is generated automatically when you save. you need to set the Source of supply indicator to show that a stock transfer is to take place.Note You can use the input help on the vendor list field to display the vendors permitted by the Source of supply indicator in the article master. Note In certain circumstances (if the sales unit and purchase order price unit differ. and the articles are then forwarded from the company distribution center to the company stores. you can have the system perform a whole new price calculation (on the basis of the parameters that are valid on this new date). choose pricing document . You can use the Sales unit not variable indicator in the sales view of the article master to prevent different sales units being used. position the cursor on the vendor list field and press F4. PUBLIC © 2014 SAP SE or an SAP affiliate company. If you change the price determination date. Items for which warnings exist are highlighted in yellow and logged with an appropriate message. See also: Pricing Documents . The actual markup or margin is then brought into line with the basic purchase price. you need to make the following settings in the article master data. maintain the distribution chain entered in the master data of the supplying distribution center. If you change the date. To do this. make sure that the settings described above are made for the reference distribution center of the distribution center distribution chain or the reference store of the store distribution chain. Once you have pressed Enter . Master data of the receiving site Under Sales area data in the customer master of the receiving site. You close sales price calculation by saving or by generating a pricing document. 1. enter the relevant distribution chain under Distribution chains for site . you can also carry out two-step price calculation for deliveries between distribution centers. Prerequisites In order to be able to carry out two-step price calculations in the Pricing function. To do this. you can make the changes in the purchasing details screen instead. purchasing organization and conditions) that affect the price calculation. Page 92 of 100 . You can also change other pricing parameters (such as vendor. You must have already maintained your chosen unit of measure as an alternative unit of measure in the article master. However. In Maintain Pricing Type in Customizing for Pricing. the sales price and the final price . If this is the case. or to franchisees.5.3. you can adopt the current Vendor and Purchasing organization parameters and the current sales prices. The distribution center must also be defined as the supplying site for the store. 1. A two-step calculation process exists for calculating sales prices to mirror this two-step logistics process. Pricing table Generate Saving the sales price calculation. Note If you want to calculate prices at distribution chain level. you must define the supply relationship by specifying the distribution chain via which the distribution center delivers to the store. means that the sales prices calculated are written directly to the database as condition records with the relevant validity period. See also: Pricing Table . taking the changed field into account. Generating a pricing document allows you to store the calculation results without activating the sales prices. basic purchase price and margin) at the same time as you change the date. the master data of the supplying distribution center and the master data of the receiving store: Article master data Here. the basic purchase price field in the pricing table is not ready for input. All rights reserved.

You can also carry out two-step price calculation for deliveries between distribution centers. the distribution center transfer prices are calculated for different distribution chains. In the first step. If a site-specific sales price exists that would normally have a higher priority.Procedures Purchase Price Determination. Changes to data in a distribution center row directly affect calculations for its associated stores: If you change the sales price/DC transfer price. Determining the transfer price for the distribution center When using the system to determine the transfer price for the distribution center or the purchase price for the store. The term "internal vendor" is used for distribution centers to distinguish them from external vendors. for example. as well as simultaneous calculation for the distribution center. irrespective of whether or not a saved sales price exists. If you change the transfer price in the pricing item of the store. A comparison is also made if a sales price exists on distribution chain level. a store distribution chain or a site price list. the two pricing items are compared. The simultaneous price calculation has a higher priority for a specific organizational level than the sales price stored in the system. The transfer price determined is used to calculate the price for the store. the system compares and adjusts the two pricing items in accordance with the following rules: If a sales price for the distribution center has not been stored on any organizational level. if there is no upstream organizational unit assigned to the store. You can perform a single-step or two-step sales price calculation. you can also calculate for a distribution center distribution chain or for a site price list. if they each have different store-dependent basic purchase prices or negotiated vendor discounts. Calculating sales prices for the stores is based on the transfer price for distribution centers (preceding organizational unit). and no sales price exists in the system for this distribution center. No comparison is made with the calculation for the distribution center distribution chain. the distribution center distribution chain or a relevant price list are taken into account. The following graphic shows an example of a two-step calculation for stores. for example. The price list relevant for the transfer price is defined in the master data for the distribution center. If you want to include the distribution center in your calculation (using the Additional lines function).3. In a procurement process with several steps. Single-step sales price calculation Single-step price calculation is performed when a store procures articles directly from a vendor. a price calculation is generated in the background for the distribution center. the system always compares and adjusts the two pricing items.1 Two-Step Pricing-Procedures Articles can be procured for stores using direct delivery from an external vendor or using a logistics process with several steps. but a simultaneous price calculation is not carried out for the distribution center (or DC distribution chain or relevant price list). the price calculation for the store is adjusted accordingly. Two-step price calculation Two-step calculation is performed. you need to note the following: Transfer prices for the distribution center that have been saved to the database. The priority sequence for different organizational levels defined in the access sequence for the distribution center sales price is observed. the articles from the vendor are sent first to an upstream organizational unit (a distribution center.5.In two-step price calculations for distribution centers and the stores they supply in the sales price calculation function. or even perform multi-step price calculation. 1. Note You can display information on where the transfer price for internally-supplied stores comes from in the Procurement group box on the Item details screen in the screen containing the pricing table. this is used to calculate for the store. If prices are calculated simultaneously for the store supplied internally (store distribution chain or site price list) and the associated distribution center. the pricing item for the distribution center is adjusted accordingly. as the simultaneous calculation has a higher priority than the saved sales price. Prerequisites PUBLIC © 2014 SAP SE or an SAP affiliate company. You can calculate prices for a store. If prices are calculated simultaneously for the store supplied internally (store distribution chain or site price list) and for the distribution center distribution chain of the associated distribution center. In the second step. Stores can have different purchase prices. The system uses the new transfer price in purchase price determination for the store to do this. as well as the resulting single-step and two-step price calculations. The following graphics clarify the difference between the single-step and two-step logistics process for procuring articles. the price calculation is based on the reference site maintained in Customizing. All rights reserved. that is. depending on whether a single-step or two-step logistics process is to be used. Calculating sales prices for the stores is based on the purchase price for external vendors.3. For distribution chains and (site) price lists. The process described below shows which activities are performed by the system during two-step price calculation once the data has been released in the selection screen for sales price calculations. based on the transfer price of the distribution center. for stores that are supplied by a distribution center (internal vendor). there is a row in the pricing table for the distribution center along with rows for its associated stores. a comparison with this pricing item is carried out. for example). Page 93 of 100 . More Information Two-Step Pricing . There is a general rule that the sales price for a specific organizational level has a higher priority (for example. If you calculate prices for a store supplied internally. from where they are forwarded to other stores in the company or to franchisees. The following graphic shows an example of a one-step calculation for stores. You can perform two-step calculation for the usual organizational levels: In addition to calculating for a distribution center. site-specific sales prices have a higher priority than sales prices for the distribution chain). the sales prices for the stores are calculated.

Not performing these accesses results in an improvement in performance (particularly where POS outbound functions are concerned) for distribution chains without site price lists. 3. It is. There. The sales price or distribution center transfer price is also the purchase price for the store. In order for site price lists to be calculated for a distribution chain. Note Site groups cannot be used as data retention levels for sales prices. site price lists can be used to group sites of a distribution chain in order to save a standard sales price for this group of sites. that is. for example. A comparison of the two pricing items is performed: If you change the sales price/DC transfer price. not possible to create groups of sites in a distribution chain within this organizational structure in order to create standardized sales prices for them. Grouping sites using site price lists is performed in the same way as grouping customers in wholesale by maintaining price lists in the relevant sales area data. you have. Save the sales price calculation. Instead. The system determines the transfer price for the distribution center based on the sales price from the external vendor. This indicator controls which pricing levels are permitted below distribution chain level (sites and/or price lists) for a particular distribution chain. In order to maintain the assignment of sites to site price lists. The purchase price (net/net) is different from the basic purchase price in this case. and site price lists are not defined as a price calculation level for some of these distribution chains. The condition technique enables you to create sales prices for different organizational levels. a distribution chain generally contains a very large number of sites. If the condition type for the sales price is used for several distribution chains. the Distribution chain pricing level indicator must be maintained under Distribution chain control in the Retail Basic data view of Customizing for Logistics. More Information Two-Step Calculation for Stores. however. sites are grouped according to merchandise categories.This process begins after you have entered the appropriate selection criteria in the selection screen for sales price calculations and released the data.4 Calculating Prices for Site Price Lists Use In organizational pricing. the pricing item for the distribution center is adjusted accordingly. the price calculation for the store is adjusted accordingly. This contains sales information such as markups. and is therefore displayed in the Basic purchase price list field in the store. The system uses the store purchase price determined in this way to calculate the sales price for the store. Page 94 of 100 . The system uses the new transfer price in purchase price determination for the store to do this. Process 1. they are saved in condition tables. 5. you can perform a simultaneous calculation for the distribution center (distribution center distribution chain or price list) and the store (store distribution chain or site price list). 4. You can change the data in the fields of the pricing table that are ready for input. All rights reserved. In the site master. Note This indicator has a further important control function in Pricing. sales prices are not accessed at site price list level for these distribution chains. The transfer price that is determined for the distribution center is displayed as a sales price in the Final price list field in the pricing item of the distribution center. 2. due to this indicator. The purchase price (net/net) for the store is calculated using the calculation schema for price determination. Result Saving the sales price calculation posts the prices determined to the database as condition records. you can assign a site price list to the merchandise categories listed in the Merchandise category view. site price lists perform this function. This calculation schema may contain other conditions (store-dependent discounts. for example) as well as the transfer price for the distribution center. Site Change site Extras Merchandise category. See also: Calculating Prices for Site Groups . As a result. Using the Condition Technique in Calculations and Price Determination 1. taxes and so on. The grouping is created by assigning the required sites to a site price list. Prerequisites You can define the site price lists you want to use in Customizing for Sales and Distribution. The distribution chains and sites are organizational levels derived from the organizational structure of a retail company. As a superior organizational level.5.3. As well as the articles for which you want to calculate sales prices. entered a distribution center and a store supplied by this distribution center. The distribution center is entered in the Vendor list field. If you change the transfer price in the pricing item of the store. which means that a site can be included in different (sales price) groups for different merchandise categories. choose Master data PUBLIC © 2014 SAP SE or an SAP affiliate company. The sales price is calculated using the sales price calculation schema.

because both price lists are used in the same way in the condition technique. you must use a suitable access sequence (with access to the site price list price) for the sales price condition type. PUBLIC © 2014 SAP SE or an SAP affiliate company. the system searches first for customer-specific sales prices and then for sales prices at price list level and distribution chain level. In keeping with the principle that. site price list or site). for example. If. The standard access sequence VKP1 provided by SAP can be used as a template here. there is no difference made between these two different price lists in sales price calculation. When you save the results of a sales price calculation for a site group. To avoid unwanted calculations for site price lists in wholesale. In this case. you would like to calculate different prices for one site. you should differentiate between the types of price lists by assigning them suitable names. In price determination. Note Priority is assigned to site price lists in the same way as priority is assigned to sales prices in the wholesale sector. the system must refer to reference site master data in order to perform functions such as source determination. therefore. All rights reserved. However.5 Calculating Prices For Site Groups Use In certain cases. sales prices from site price lists come between sales prices at site level and sales prices at distribution chain level in order of priority. Note Site price lists are defined under Maintain Price-Relevant Master Data Fields in Customizing for Sales and Distribution in the same way as price lists for customers. When sales prices are being calculated for price lists. In order to save sales prices at site price list level in the sales price calculation function. just as it does for calculations for distribution chains. sales prices for the site price lists are calculated in the same way as the price list prices in wholesale. As it is also possible to create non-hierarchical site groups (class type 030 ). Note If you are calculating prices for distribution chains or price lists. The priority for sales prices at the various organizational levels is defined in the access sequence that is used to access these condition records in price determination. 1. you can group sites into site groups to simplify sales price calculations. because they are defined in the same way. or for customer price lists in retail.Caution The sales prices for articles in sites can also change if the site price list assignment in the master data changes. the necessary settings have to be made in Customizing for Pricing under Control data for pricing table and data backup . Activities To calculate sales prices for site price lists. In the case of large merchandise categories. There. you can create an item specially for this site by choosing Edit Additional lines . when calculating sales prices for site price lists. "site-specific" sales prices are written to the database for each of the sites in the site group. select the relevant site price lists together with the distribution chain in the selection screen for sales price calculations. Note Since prices are calculated for sites and articles based on purchase prices. note that this type of change will lead to a large number of new sales prices having to be downloaded to the POS terminals. Page 95 of 100 . Features Sales prices are created in the system as condition records for a defined condition type. the system searches first for specific condition records and then for general ones if the first search is unsuccessful. it is a good idea to structure site groups for pricing in such a way that all their sites have the same vendor and the same purchase price (net/net purchase price) for the articles. Features While distribution chains and sites are hierarchical elements in your organizational structure. site groups cannot be used as data retention levels for sales prices.5. In sales price calculation. site groups are logical groupings that you create in the classification system.3. in price determination. identical sales prices must be calculated for a group of sites that does not correspond to a pricing level (distribution chain. the reference site must be maintained under Assign Pricing Type to Organizational Level in Customizing for Pricing. For distribution chains and price lists. you can change the reference site by choosing Edit Reference site.

This involves the variants of a generic article inheriting the sales price of the generic article or that of another variant. In the article master of the variants. you can use the Pricing profile field to generate default values for the pricing reference article field in the master data of the variants. if you have a large number of stores. By defining site groups. the sales price for this variant must be calculated separately. and likewise for distribution chain 0002 . enter one or more site groups for which you want to calculate prices. you can therefore reduce the number of pricing items from one for every store to just two or four. you wish to calculate separate sales prices for your upscale stores and your off-price stores. you can enter the article number of the generic article or that of another variant in the pricing reference article field. you can create an item specially for this site by choosing lines . Furthermore. Note that changes that involve the reference site can also cause changes to pricing parameters in site groups. When determining default values. each containing a mix of both upscale stores and off-price stores. As with single articles. prompting you to assign each of the affected sites to one site group for pricing purposes. Alternatively you could define four site groups: one for upscale stores in distribution chain 0001 . resulting in an overlap. This makes it easier for you to maintain the pricing reference article field when creating or changing generic articles. To do this. You have the following options: In this case. the relevant sites are assigned to the first site group alphabetically. Variant Article Master Whether and how a sales price is to be copied to a variant is controlled by the Pricing reference article field in the master record for each variant. select Edit Reference site If you would like to calculate different prices for one site in the site group. This simplified process can also be used for maintaining sales prices. Note You can also change the reference site of a site group later in the screen containing the pricing table. Select Edit and so on). You might make this assignment if you wish to create the same sales prices for overlapping site groups. If PUBLIC © 2014 SAP SE or an SAP affiliate company. Furthermore. however. If you use Standard assignment . With non-hierarchical site groups. If the system detects such overlaps during sales price calculation. Sales price calculations are therefore not be performed via the distribution chain. you might want to define two site groups: one for upscale stores and one for off-price stores. The sales price valid for the article entered in this field is then adopted in the sales price calculation for the variant.6 Price Calculations for Generic Articles and Variants Use Generic articles and variants save you a lot of work when you are maintaining master data for articles that are basically identical except for one or two characteristics. All rights reserved. vendor.3. Article Master of the Generic Article In the master data of the generic article. You can make this assignment individually or using a standard assignment. it is possible for a site to belong to more than one site group. You can use Individual assignment to assign sites individually or to exclude them from the calculation. Different Lines Edit .Sales prices are calculated for a site group on the basis of reference site master data. one for off-price stores in distribution chain 0001 . If a variant inherits a sales price. you don’t want to enter them one by one every time you change prices. Activities In the initial screen of the sales price calculation function. you can calculate a sales price for a variant that differs from its regular price. The pricing profile field can have the following entries: Pricing profile This means: (blank) The system leaves the Pricing reference article field for the variants blank. you cannot create a separate sales price for it in a sales price calculation. Prerequisites You must make the following settings in the master data of the generic article and the variants. The pricing reference article can be specified in the basic data view or the sales view of the variant’s master data. for example. the system will take the first site in the site group (sorted alphabetically) as the reference site. If the pricing reference article is changed in the basic data view.5. If the pricing reference article field is empty or contains the variant’s own article number. See also: Sites: Grouping 1. a dialog box will appear. Additional to display a list of all the sites in the site group that have different calculation-relevant parameters (conditions. This is much faster than calculating each store individually. Example Suppose you have two distribution chains. this change is transferred automatically to the sales view for the distribution chains maintained. The inherited sales price cannot be changed in the pricing table. Page 96 of 100 .

variants are to inherit sales prices. you can enter the shirt as a generic article and maintain the master data in the article master so that the different colored shirts all inherit that same sales price from the generic article. 1 For each variant. warnings will appear in the sales price calculation log. final price. However. see Creating Price Families . this affects sales price calculations for the variant as follows: This inherited sales price is displayed in the final price field. 2 The Pricing reference article field contains the generic article number for all variants. The pricing items of the subordinate articles belonging to a master article are not displayed in the pricing table unless they were listed explicitly on the PUBLIC © 2014 SAP SE or an SAP affiliate company.7 Price Calculation for Price Families Use Using price families you can create defined price relationships between different articles that you want to use in sales price calculation. a warning message is displayed. or green. the user has to make the necessary entries. Example A specific shirt comes in several variants: blue. A change in the pricing profile from ‘2’ to ‘1’ is less problematical.3. for example) are not ready for input. Each price family contains a leading article for price calculation called the master article . all articles in this family group are also selected. The advantage is that you only have to do one price calculation at generic article level. this price change is not taken into account at POS outbound for the dependent articles. If the sales price of the generic article changes at some future date. the sales prices for all the variants will automatically change as well. you can change this default value. If reference articles and other subordinate articles are selected without the master article. note that it is possible that no sales price is created in the system for variants that do not inherit a sales price (that is. The sales-side list fields (actual markup. The default value cannot be changed as the Pricing reference article field is not ready for input. They also help simplify sales maintenance because the sales prices of the subordinate articles are adjusted automatically. for example. subordinate articles with identical price relationships are grouped together in family groups . The value in the field remains unchanged. Price families ensure the consistency of fixed price relationships. If variants are to have different sales prices. See also: Articles: Generic Articles and Variants 1. Note The pricing reference article function can also be used for single articles. the system suggests the generic article number in the Pricing reference article field.5. red. Prerequisites You have defined price families using the Maintain Price Families transaction (PRFAM) and activated these price families for use in sales price calculation. All rights reserved. For more information on creating and maintaining price families. the sales price of a pricing reference article is changed. If. Page 97 of 100 . as this only results in the pricing reference article field being ready for input. If you enter a reference article for a family group. informing you that calculation is going to be performed without reference to the master article. The markup and the margins are changed accordingly. Within a price family. No separate sales price can therefore be created for this variant in a sales price calculation. and subordinate articles . all of which are normally sold at the same price. variants for which the pricing reference article field is empty). Scope of Functions Creating price families makes it easier to select articles that are linked in a price relationship. You choose this profile if you wish the majority or all of the variants to have their own sales prices. A new sales price is not downloaded for these dependent articles. Features If you defined in the article master of a variant that the variant is to inherit a sales price. You choose this profile if you wish the majority or all of the variants to inherit their sales prices from the generic article. pricing items will automatically be generated for the subordinate articles in that price family as well. the system does not support the full range of functions for single articles. If you enter the master article of a price family on the selection screen. If you make a change in this case. which are dependent on the master article and whose sales price is determined by the price relationship. Note If the value in the pricing profile field is changed from value ‘1’ to blank. In this case. however.

items for subordinate articles in such a family group are selected. The key for the price family also appears in the overview tree for the family groups on PUBLIC © 2014 SAP SE or an SAP affiliate company. You can display existing price families. These are described in the following: To create a price family. The reference article represents the family group in certain functions. If this is not the case. A dialog box appears. The row for the master article also has a compress function with which you can hide the pricing items for the subordinate articles again. all the sales prices of the subordinate articles are automatically adjusted in accordance with the price relationship. Your entries will appear in the Overview group box on the entry screen. choose Create or Price Family → Create. If the sales price cannot be changed. If this indicator has the value 1 ( Price Change Permitted at Family Group Level Only ). If a price change is permitted at family group level. On this screen the various family groups for a selected price family are clearly laid out together with the articles belonging to the groups and the defined and current price relationships. you have access to the same options as when creating a new one. When you save the price calculation for a price family. their final price is determined from the final price calculated for the master article using the price relationship entered in the price family. however. Change or Price Family →Change. To display a price family in the overview. any sales price changes made to the dependent subordinate articles at the same time are ignored. Enter the key. with the tooltip Display . possibly while also performing price point rounding. first display it and then choose you back to display mode. You can also make changes to sales prices on this details screen. Subordinate articles.7. A family group groups subordinate articles with an identical price relationship. Procedure In the initial screen of Pricing. the name of the price family. the sales price can only be changed for the reference article of the family group. you can call an expansion function in the row of the master article. All rights reserved. change them and create new price families. Price point rounding may also be carried out if you have set this for the family group of the subordinate article. Choose To change a price family. 1. enter its key. Whether the sales price of a subordinate article can be changed or not depends on the Price Changing indicator maintained for the family group. You also decide on a reference article for a family group. If. the item of the reference article must be selected in order to be saved. This causes the pricing items of the subordinate articles that were initially hidden to be displayed below the master article. you specify a master article for each price family to be the lead article in sales price calculation. If you use list group B to display the pricing table. they will not be saved. The following diagram shows the basic structure of a price family. Choosing Price Family → Display or Display takes When you change a price family. To do this. the item needs to be selected explicitly. you can look at the price calculation for price families on a new details screen. Page 98 of 100 . the hidden pricing items for the subordinate articles are saved automatically when you save the master article. This calls transaction PRFAM and takes you to the initial screen for maintaining price families. however. To give you a better overview. If you change the sales price of the master article in the pricing table interactively. If you change the sales price of a reference article. Confirm your entries. a distinction is made depending on whether the pricing items for the subordinate articles are expanded.5.3. only those items for which no deviations from the price of the master article are allowed are saved automatically. but the reference article is not.1 Creating Price Families Use In a price family you establish defined price relationships for a group of articles. If the pricing items for the subordinate articles are expanded. When creating pricing items for subordinate articles. Note If you change the sales price of the master article or the reference article. the sales side fields of the pricing table are not ready for input. You can also jump from this screen to master data maintenance for the price family. All subordinate articles in the family group are then saved automatically in the same way. If price changes at article level are permitted. choose Environment → Maintain Price Families. the sales prices of the subordinate articles belonging to the family group concerned are adjusted.selection screen. which are dependent on master articles for sales price determination are organized into family groups. the article number of the master article and the sales unit required.

you will be taken to the same dialog box and the key will already be entered in the appropriate field. All rights reserved. be used in several price families. the specified price difference will be converted to the sales currency. To do this. Assign the required articles to the family group. select the group and go to the Article input screen. you can carry out the maintenance steps straight after you have created a family group. Select the family group you wish to maintain. Header Data. choose the Create function on the Group Data input screen in the application toolbar for the Diff. you also need to enter a currency. Alternatively. the master article or the sales unit at a later point in time Now you create the family groups for the price family. choose Create in the overview tree of the family groups and then enter the key and the name of the new family group in the dialog box that appears. To delete entries. For the absolute difference in price. Determine the reference article for the family group. By choosing Goto → Header Data or Header Data. you change the name of the family group again at a later date . An article with a certain sales unit can only appear once in a price family. you determine whether price point rounding should be performed when determining the prices of subordinate articles and whether a price change is permitted for subordinate articles in the sales price calculation. Within a price family. you can enter the different price relationship. Once the data has been released. Page 99 of 100 . If necessary. enter the article number of the article and the sales unit of measure required. indicate whether you want to use a percentage price ratio or an absolute difference in price to the master article for the family group. the key for a family group is unique. To change a different price relationship. If you enter the key of a price family that does not exist when displaying price families. In the Price Relationship group box. b. You can now create all the family groups for the new price family and then carry out the subsequent maintenance steps for a family group. If you answer in the affirmative. In the Control group box. You assign the articles by selecting them in the worklist and then using drag&drop to place them in a family group in the overview tree on the left. Price Relationships table. Enter the organizational level in the dialog box that opens. you can enter different price relationships for certain organizational levels. the family group appears in the overview tree and in the Overview group box on the input screen.the left-hand side of the entry screen. There are two options for assigning articles: a. you change the name of the price family. The sales unit for the articles specified in the dialog box is taken from the master data for the article. PUBLIC © 2014 SAP SE or an SAP affiliate company. It may therefore make sense to enter different price relationships for these distribution chains. Choose the function that has the tooltip Create Article Assignment from the application toolbar for the Article table. You can now change the price relationship in the dialog box that opens. In the new input-ready rows that appear in the Article table. Price Relationships table when you release the data again. You maintain the settings for the family group on the Group Data entry screen. select the relevant entry in the table and choose Change or double-click on the row in the table. Choose Selection and fill the worklist with the selected articles. If you enter an absolute price difference. the sales currency valid for the specified distribution chain is entered automatically. Once you release the data. Choose Mass Maintenance or Goto → Mass Maintenance . To assign them to a particular family group. Choose with the tooltip Select Article to select several articles in one step. Copy function. You can add new articles to the worklist at any time or delete the worklist using Delete In the Article input screen for the Article table it is quite simple to move articles from one family group to another using the functions You can copy articles from one price family to another using the Cut and Paste . If you carry out sales price calculation for the current price family for a distribution chain that has a different sales currency from this currency. To do this. The different price relationship appears in the Diff. select the rows to be deleted and choose with the tooltip Delete Selection . On the left-hand side of the input screen you will see the tree of family groups and on the right-hand side the article worklist. By choosing Goto → Header Data or . A key for a family group can. you will be asked whether you wish to create a price family with this key. however.

All rights reserved. select the relevant article in the table and choose with the tooltip Determine Reference Article . choose Price Calculation or Goto → Price Calculation . it is saved automatically. When you activate a price family. A selection screen appears on which the master article for the price family is defaulted for sales price calculation. To do so. a check is performed to see whether articles in the price family – together with the sales unit – already exist in another active price family. Choose the organizational levels for which you want to calculate and choose sales price calculation. If you have set price point determination to take place for price determination. PUBLIC © 2014 SAP SE or an SAP affiliate company. It is optional whether you carry out a sales price calculation for the price family. which you can view by choosing Goto ® Log During activation. the sales price in the pricing table and in the details screen for price family calculation can only be changed for the reference article. The price family is only activated if no errors occur. the price family cannot be activated. This check is also performed if more articles are added to an active price family or if the master article is changed. the system performs various checks. You activate the price family by choosing Price Family ® Activate from the menu or choosing Activate .To do this. the price point group is determined for the reference article. If this is the case for at least one article. with the tooltip Execute to perform Page 100 of 100 . If activation is successful. Messages regarding activation are collected in a log. You can also save your entries after each part step as saving does not quit the input screen. The sales side fields are not ready for input for the other articles in the family group. Save your entries. If sales prices that differ from the price relationship are only permitted at family group level for a family group.