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EHP7 for SAP ERP

6.0
July 2014
English

Promotion Management
(735)
Building Block Configuration Guide

SAP AG
Dietmar-Hopp-Allee 16
69190 Walldorf
Germany
SAP Best Practices Promotion Management (735): Configuration Guide

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SAP Best Practices Promotion Management (735): Configuration Guide

Icons

Icon Meaning
Caution

Example

Note

Recommendation

Syntax

External Process

Business Process Alternative/Decision Choice

Typographic Conventions

Type Style Description


Example text Words or characters that appear on the screen. These include field
names, screen titles, pushbuttons as well as menu names, paths and
options.
Cross-references to other documentation.
Example text Emphasized words or phrases in body text, titles of graphics and tables.
EXAMPLE TEXT Names of elements in the system. These include report names,
program names, transaction codes, table names, and individual key
words of a programming language, when surrounded by body text, for
example, SELECT and INCLUDE.
Example text Screen output. This includes file and directory names and their paths,
messages, source code, names of variables and parameters as well as
names of installation, upgrade and database tools.
EXAMPLE TEXT Keys on the keyboard, for example, function keys (such as F2) or the
ENTER key.
Example text Exact user entry. These are words or characters that you enter in the
system exactly as they appear in the documentation.
<Example text> Variable user entry. Pointed brackets indicate that you replace these
words and characters with appropriate entries.

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SAP Best Practices Promotion Management (735): Configuration Guide

Contents

Promotion Management............................................................................................................ 5
1 Purpose............................................................................................................................. 5
2 Preparation........................................................................................................................ 6
2.1 Prerequisites............................................................................................................ 6
2.1.1 Version 1 – Retail................................................................................................ 6
2.1.2 Version 2 – Wholesale......................................................................................... 7
3 Configuration..................................................................................................................... 8
3.1 Version 1 – Retail.................................................................................................... 8
3.1.1 Promotion Type Settings.....................................................................................8
3.1.2 Condition Creation Control for Promotion Discount...........................................11
3.1.3 Message Determination.....................................................................................11
3.1.4 Maintaining Promotion Allocation Table.............................................................12
3.2 Version 2 - Wholesale............................................................................................ 13
3.2.1 Settings for Promotion Types............................................................................13
3.2.2 Creating Promotion Types for Wholesale..........................................................13
3.2.3 Promotion Determination in Sales Orders.........................................................14
3.2.4 Settings for Retail Pricing Using Price Lists.......................................................15
3.2.5 Default Account Assignment..............................................................................16

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SAP Best Practices Promotion Management (735): Configuration Guide

Promotion Management

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

It is not necessary to make additional customizing settings for the promotion scope item in the
retail sector. The retail promotion can be created and subsequent processing can be
triggered. The process concludes when the promotional merchandise is received in stores.
It is possible to generate a delivery directly from the allocation table. To do so, please follow
the Customizing settings description further down.
In the wholesale industry, retailers are end customers and have their own customer master
records.
Promotions in the wholesale industry involve the following activities:
 Activation of promotional prices for a price list. The price list is assigned to a specific
group of customers. The promotional price list prices are valid for a specific period of
time. Alternatively, prices can also be activated for a distribution chain which is assigned
to its own promotion type.
 Assigning special sales agreements to specific promotions, such as promotional
discounts for individual customers and articles.
 Assigning themes and product catalogs to promotions.
 Separate valuation of promotion and normal stock
 Automatic determination of promotions (promotion number and promotion prices) when
sales orders are created.
 Updating the sales data for promotional articles when invoices are issued.
 Reverting promotion prices to standard prices when a promotion has expired.
 Using analysis tools.
Certain subsequent functions involved in retail sector promotions are only available for sites
and site groups. As a consequence, these cannot be used in the wholesale process.
These subsequent functions are the allocation table, promotion announcement and listing,
among others.
The promotion articles, prices, and periods are defined when the promotion is created.
Depending on the type of promotion, the prices for a price list or distribution chain are
activated subsequently. In the sales order, the last valid promotion number created for the
article / unit of measure / distribution chain key is located and the promotion prices are
displayed. Depending on the activation type, the promotion price of the individual article is
determined with or without the price list. The process is completed when the merchandise and
billing documents are sent to the customer.
Promotional data, for example for individual customers, can also be evaluated, using a
connected Business Information Warehouse (BW) system.

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

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SAP Best Practices Promotion Management (735): Configuration Guide

For details on the Customizing settings for retail promotions in the price planning workbench
(PPW) please refer to the Configuration Guide of Building Block 716 (“Price and Revenue
Management Markdown”).

2 Preparation
Building Blocks
Before you start installing this building block, you must install prerequisite building blocks. For
more information, see the Building Block Prerequisite Matrix (Prerequisites_Matrix_[xx]_[yy]_
[zz].xls; the placeholder [xx] depends on the SAP Best Practices version you use, for
example, RET refers to the SAP Best Practices for Retail, [yy] depends on the language
version, for example, EN for English language, and [zz] depends on the country version, for
example, DE for Germany: Prerequisites_Matrix_RET_EN_DE.xls). This document can be
found on the SAP Best Practices documentation DVD in the folder ..\
[xx]_[zz]\Documentation\; ([xx] depends on the SAP Best Practices version and [zz] depends
on the country version).

2.1 Prerequisites
2.1.1 Version 1 – Retail
2.1.1.1Maintaining Number Range for Promotion

Procedure
Define the number range for promotions as follows:
1. Access the activity using the following navigation option:
Transaction code SPRO
IMG menu Logistics - General  Retail Promotion  Number Ranges,
Promotions
2. Choose Display Intervals.

3. On the Display Number Range Intervals screen, check the following entry:
Field name Description User action Comment
and values
Interval no. 04
From number 0000000001 When using SAP POS
integration you need to apply
number range 0000000001 to
0000000250 due to XI Value
Mapping reasons
To number 0000000250
Ext (External Number Not selected
range)
4. If the number range does not exist, choose Change intervals and add
the entry as described above. Then save your entries.
5. In the next step you need to assign the number range to the promotion type (see 3.1.1)

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SAP Best Practices Promotion Management (735): Configuration Guide

2.1.1.2 Maintaining Number Range for Bonus Buy


When using SAP POS integration a numeric designation is required due to XI Value Mapping
reasons.

Procedure
1. Access the activity using the following navigation option:
Transaction code SPRO
IMG menu Sales and Distribution  Basic Functions  Bonus Buy 
Maintain Number Ranges
2. Choose Display Intervals.
3. On the Display Number Range Intervals screen, check the following entry:
Field name Description User action Comment
and values
Interval no. 01
From number 0000000001 You need to apply number range
001 to 250 due to XI Value
Mapping reasons
To number 0000000250
Ext (External number selected
range)
4. If the number range does not exist, choose Change intervals and add the entry as
described above. Then save your entries.

2.1.2 Version 2 – Wholesale


2.1.2.1Checking Customer Master Data
Use
The price list is assigned to the customer in the customer master data.
The distribution center delivering the merchandise is maintained in the customer master data
as the delivering site.

Procedure
1. Access the activity using the following navigation option:
SAP ECC menu Logistics  Retailing  Master Data  Edit customers 
Business Partner  Customer  Change  Sales and
Distribution
Transaction code VD02

2. On the Customer Change: Initial Screen, make the following entries:


Field name User action and values Comment
Customer PCS-C301 PCS-C302
Subscreen Sales Area
Sales Organization 1000 1000
Distribution Channel 20 20
Division 10 10

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SAP Best Practices Promotion Management (735): Configuration Guide

3. Choose Continue (Enter).


4. On the Change Customer: General Data screen, push the button Sales Area Data.
5. Make the following entries on the Sales tab:
Field name Description User action and Comment
values
Subscreen Pricing/Statistics
Price List P1 only for customer PCS-
C302

6. Go to the Shipping tab and make the following entries:


Field name Description User action and Comment
values
Subscreen Shipping
Shipping Conditions Empty/Return 01 Standard
pick-up
Delivering Site VZ01
7. Save your entries.

The delivering site can also be assigned in the Sales view in the article master
data.

3 Configuration
3.1 Version 1 – Retail
3.1.1 Promotion Type Settings
Use
The promotion type classifies the promotion from a technical point of view and is maintained
in Customizing. The standard settings for a retail promotion are delivered in SAP Retail
standard system. Usually it’s not necessary to change these settings.
The following default data is maintained for the promotion header:
- Promotion category
- Condition type group for purchasing
- Condition type group for sales
- Lead and follow-up days for purchasing conditions for the start and end of promotion
sales
- Article listing lead-time for the start of promotion sales and end of promotion sales
- Lead and follow-up days for promotion announcement for the start of promotion sales
- Lead days for goods receipt at store before start of promotion sales
- Allocation table type to control default for allocation table item category
- Announcement category for controlling message determination, application and
schema

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SAP Best Practices Promotion Management (735): Configuration Guide

Procedure
1. Access the activity using the following navigation option:
Transaction code SPRO
IMG menu Logistics - General  Retail Promotion  Promotion Type
2. On the Change View: “Promotion type”: Overview screen, select Promotion Type 0002
(Promotion of sales).
3. Choose Details.
4. Check / enter your settings as follows and choose Save afterwards:
Field name Description User action Comment
and values
Subscreen Key
Promotion Type 0002 Promotion of sales
Promotion Cat. 0002 Promotion of sales
Subscreen Standard Values
Plnd crrncy EUR
Subscreen Price activation
Create PP conditions select
Create SP conditions select
Create DC conditions select
Price activat. type 2 Site group
List group B Article: coll. price calc. for org.
levels
List variant 01 Standard Retail List Variant
Subscreen Condition type groups
Cond. group purch. 5001 Promo Conditions 1
Cond. type group SP 0006 Promo Conditions 1
Subscreen Reference for sales price determ.
SP sales organiz. 1000 E Sales Org. PCC
SP dis. channel 10 Store Sales
Subscreen Sales Discount
CondType % Discount KA02 Promo Discount % 1
CondType Abs.Discnt KA04 Promo Discount MD 1
Subscreen Number range
No. range int. assgt. 04 Apply number range 1-250 when
using SAP POS integration due
to XI Value Mapping reasons
Subscreen Control
Leadtime purch. 10
Follow-on time Purch 2
Lead time lstng 10

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Field name Description User action Comment


and values
List follow-up time 50
Announcem. lead time 10
Leadtime store GR 4
Alloc. tbl type 1000 Promotion alloc tbl
Announcem. category F001 Promotion announcement w/o
qty. request
Application WB Retail Promotion
Message schema RTBN01 Output – Promo Announcement

3.1.1.1Promotion Type Settings – SAP Retail Store

Procedure
1. Access the activity using the following navigation option:
Transaction code SPRO
IMG menu Logistics - General  Retail Promotion  Promotion Type
2. On the Change View: “Promotion type”: Overview screen, select Promotion Type SA02
(Prom. notif. w.reqst).
3. Choose the pushbutton Details.
4. Check / enter your settings as follows and choose Save afterwards:
Field name Description User action Comment
and values
Subscreen Key
Promotion Type SA02 Prom. notif. w.reqst
Promotion Cat. 0001 Company adv. paper
Subscreen Price activation
Create PP conditions select
Create SP conditions select
Create DC conditions select
Price activat. type 1 Site
List group A Org. levels: coll. price calc. for
articles
List variant 01 Standard Retail List Variant
Subscreen Condition type groups
Cond. group purch. 5001 Promo Conditions 1
Cond. type group SP 0006 Promo Conditions 1
Subscreen Number range
No. range int. assgt. 01
No. range ext. assg. AA
Subscreen Control

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Field name Description User action Comment


and values
Leadtime purch. 10
Follow-on time Purch 2
Lead time lstng 30
List follow-up time 30
Announcem. lead time 5
Leadtime store GR 3
Alloc. tbl type 1000 Promotion alloc tbl
Announcem. category G001 Promotion announcement with
qty. reqst.
Application WB Retail Promotion
Message schema RTBN01 Output – Promo Announcement

3.1.2 Condition Creation Control for Promotion Discount


Procedure
1. Access the activity using the following navigation option:
Transaction code SPRO
IMG menu Logistics - General  Retail Promotion  Control for Condition
Tables for Promotion Discount

2. Make sure the following entries exist:


Condition type Organizational level Article DiscntLevel Table
KA02 02 01 004
KA02 02 02 004
KA04 02 01 004
KA04 02 02 004

3.1.3 Message Determination

Prerequisites
The promotion type has already been created.

Procedure
1. Access the activity using the following navigation option:
Transaction code SPRO
IMG menu Logistics - General  Retail Promotion  Message Determination 
Single Messages  Assign Schema to Document Type
2. Choose Execute assignment.
3. Check/enter your settings as follows:
Promo Type Description Schema Description
0002 Promotion of sales RTBN01 Output - Promo Announcement

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SA02 Prom. notif. w.reqst RTBN01 Output - Promo Announcement

Background
Here, a promotion type is assigned to a schema for Promotion announcement. The promotion
type is selected automatically; the message schema must simply be assigned.

Remarks
This setting can be seen as an option to the direct entry of the message schemas in the detail
of the promotion type.

3.1.4 Maintaining Promotion Allocation Table


Use
The item category classifies the items in the allocation table according to typical business
transactions (for example, allocation out of stock).
The system can generate a delivery for a stock transfer as a follow-on document of the
allocation table.

Procedure
1. Access the activity using the following navigation option:
Transaction code SPRO
IMG menu Materials Management  Purchasing  Allocation  Allocation
Table  Allocation Table Types

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

3. Choose Details.
4. Check / enter your settings as follows and choose Save afterwards:
Field name User action and values Comment
Subscreen Key
Alloc. tbl type 1000 Promotion alloc tbl
Subscreen Bus. transaction
Item category G Use warehouse stock (UL – delivery)
Subscreen Calc. rules
Rounding C Round off
Split remainder C Remainder to site with smallest
quantity
Subscreen Store communication
Notif. Category A No notification
Procedure RTAN01 Output Allocation Table Notif.
Application WA Allocation Table
Subscreen Technical Control
Item Number Interval 10
No.range int.assgt. 01

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3.2 Version 2 - Wholesale


3.2.1 Settings for Promotion Types
Use
You make the most important settings for the promotion in the promotion type in Customizing.
Wholesale-specific promotion types are created to take account of special features and
restrictions in comparison to the retail sector’s promotion types. For wholesale promotions for
example, only sales conditions are created, no purchase price determination takes place in
the promotion, and no control parameters are required for the allocation table, listing, etc.
Two promotion types have been created for wholesale promotions. The main difference
between the two is the value in the 'Price Activation Type' field. The first wholesale promotion
type has been set to ‘3’ (for a price list), whereas the second promotion type has been set to
‘4’ (for a distribution chain). All other settings are identical.

3.2.2 Creating Promotion Types for Wholesale


Procedure
1. Access the activity using the following navigation option:
Transaction code SPRO
IMG menu Logistics - General  Retail Promotion  Promotion Type

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

3. Choose the pushbutton Details.


4. Check / enter your settings as follows and choose Save afterwards:
Field name User action and values Comment
PCS-C301 PCS-C302
Subscreen Key
Promotion type 0005 0006 Whols.promo Whols.prom.price list
d.chain
Promotion Cat. 0002 0002 Promotion of sales Promotion of sales
Subscreen Standard Values
Plnd crrncy EUR EUR
Subscreen Price activation
Create SP select select
conditions
Price activat. type 4 3 Distribution Chain Price List
PP determ. 04 04 Interactive entry (w/o Interactive entry (w/o
sequence price determin.) price determin.)
List group A A Org. levels: coll. Org. levels: coll. price
price calc. for calc. for articles
articles
List variant 01 01 Standard Retail List Standard Retail List
Variant Variant
Subscreen Condition type groups

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Field name User action and values Comment


Cond.type group 0020 0020 Sales Deal Sales Deal
SP
Subscreen Reference for sales price determ.
SP sales organiz. 1000 1000 E Sales Org. PCC E Sales Org. PCC
SP dis. channel 20 20 Wholesale Wholesale
Subscreen Condition type groups
Cond.type group 0020 0020 Sales Deal Sales Deal
SP
Subscreen Number range
No. range int. 02 02
assgt.
No. range ext. AA AA
assg.

3.2.3 Promotion Determination in Sales Orders


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

3.2.3.1 Maintaining Promotion Determination per Sales


Area
Procedure
1. Access the activity using the following navigation option:
Transaction code SPRO
IMG menu Logistics - General  Retail Promotion  Promotion
Determination in Sales Order Processing  Maintain Promotion
Determination per Sales Area

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

Field name Column 1 Column 2 Column 3 Column 4


Sales organization Distr. Channel Division Promo
determination
Entry 1000 20 10 select
3. Choose Save.

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To switch from the Display to the Change View use pushbutton Change 
Display.

3.2.3.2 Maintaining Promotion Determination per Sales


Document Type
Procedure
1. Access the activity using the following navigation option:
Transaction code SPRO
IMG menu Logistics - General  Retail Promotion  Promotion
Determination in Sales Order Processing  Maintain Promotion
Determination per Sales Document Type

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

Field Column 1 Column 2 Column 3


name Sales Document Type Auto. Promo Auto. receiving pt.
determin. determin.
Entry OR select Do not select

3. Choose Save.

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

3.2.4 Settings for Retail Pricing Using Price Lists


3.2.4.1 Assigning Price Tables
Procedure
1. Access the activity using the following navigation option:
Transaction code SPRO
IMG menu Logistics - General  Retail Pricing  Sales Price Calculation 
Control Data for Pricing Table and Data Backup  Assignment of
Condition Tables

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

Field Column 1 Column 2 Column 3 Column 4 Column 5


name Sales pr. Application Condition Type Pricing Table
schema level
Entry 1 WWS003 V PRA0 03 (price list) 006
Entry 2 WWS003 M PA00 03 (price list) 018

3. Choose Save.

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SAP Best Practices Promotion Management (735): Configuration Guide

By assigning the condition tables in this step you control which condition tables
will be determined by the system to store the promotional prices per promotional
condition type. The assignment is required for the three pricing levels distribution
chain, distribution chain/site, and distribution chain/price list. The entries for the
price list were added.

3.2.5 Default Account Assignment


Use
The purpose of this activity is to extend the definition of automatic additional account
assignments for postings to primary cost elements.

Procedure
1. Access the activity using the following navigation option:
Transaction code SPRO
IMG menu Controlling  Cost Center Accounting  Actual Postings 
Manual Actual Postings  Edit Automatic Account Assignment

2. Make sure the following entry exists (Company Code, Cost Element and Cost Center):

Acct Acct
Cost Cost Profit
CoCd BArIn Order PrfSeg assignment assignt
Elem. Ctr Ctr
detail detail
1000 516000 1601

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