EnglishJuly 2014
English
Promotion Management (735)APO
SAP AG
Dietmar-Hopp-Allee 16
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© SAP SE Page 6 of 8
SAP Best Practices Promotion Management (735): BPD
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Contents
1 Purpose 5
2 Prerequisites 6
2.1 Version 1 - Retail 6
2.2 Version 2 - Wholesale 7
2.3 Overview of the Required Master Data 7
2.4 Roles 8
3 Process Overview Table 10
4 Business Processes 12
4.1 Version 1 - Retail 12
4.1.1 Creating Promotions 12
4.1.2 Subsequent Processing 34
4.1.3 Standard Retail Promotion – In-Store Merchandise and Inventory Management 40
4.1.4 Delivering Merchandise to the Stores 49
4.1.5 Subsequent Processing in the Distribution Center 50
4.1.6 Goods Receipt in the Stores (optional) 51
4.1.7 Evaluations 52
4.2 Version 2 - Wholesale 52
4.2.1 Creating Promotions 52
4.2.2 Assigning Further Sales Agreements to a Promotion 54
4.2.3 Creating Sales Order 55
4.2.4 Creating Delivery 56
4.2.5 Picking: Creating Transfer Order 57
4.2.6 Creating Billing Document 59
4.2.7 Evaluations 59
Promotion Management
1 Purpose
From a sales-oriented perspective, promotions provide retailers with a key opportunity to differentiate and position their merchandise in a competitive, aggressively - priced environment. Promotions are run to reduce existing stock levels, boost sales, or test new products on the market. They are also a useful method of boosting the success of a company, particularly when margins become tighter.
In the textiles industry, clearance sales promotions are the main method used to generate sales.
This component enables articles to be sold at a price lower than the standard price. Promotions are planned at company level and the data is sent to the participating stores when the promotion is announced.
When planning a promotion, you have to take into account relevant factors, such as time periods, article quantities and prices, expected sales, and logistical units of measure. You can also compare data to previous promotions.
You can differentiate between promotions for the retail sector, which target anonymous end customers, and wholesale promotions, which offer special prices to known customers for whom customer master data already exists.
In this way, promotional merchandise can be automatically distributed between the participating sites. You can include advertising texts and photos with the promotional articles. The range of functions for the promotion also includes the following options:
· Promotion prices can be downloaded to POS for a defined validity period
· Special purchase and sales agreements can be assigned to promotions
· Topics and product catalogs can be assigned to promotions
· Different validity periods and vendors can be defined for participating stores
· Promotion dates can be announced to stores
· Promotion and normal stock can be valuated separately
· Promotion prices can be reverted to standard prices when a promotion has expired
· Promotions can be determined automatically when you create orders and purchase orders,
as well as in POS Inbound
· Analysis tools can be used
With these activities, promotion key figures (promotion sales, total number of goods receipts per vendor, order volume, actual quantity of goods received, sales, and order margin) are updated and then evaluated.
This documentation describes promotions for the wholesale industry, which offer special prices to known customers. In retail promotions, on the other hand, which target anonymous end customers, retailers are defined as end customers with their own customer master record.
If customers are not also defined as sites, the planned quantity of promotional merchandise cannot be automatically allocated to participating customers, unlike in subsequent processing for retail promotions.
The range of functions for wholesale promotions includes the following options:
· Promotion prices can be activated for a price list that is assigned to a specific group of customers and that is valid for a specific period of time. Alternatively, prices can be activated for distribution chains.
· Special sales agreements can be assigned to specific promotions (promotional discounts for individual customers and articles, for example).
· Topics and product catalogs can be assigned to promotions
· Promotion and normal stock can be valuated separately
· Automatic promotion determination (numbers and prices) when sales orders are created.
· Promotion prices can be reverted to standard prices when a promotion has expired
· Using evaluation tools
You can evaluate the sales figures for a promotion from sales orders. Promotion evaluations for individual customers, however, are not included in the standard system.
2 Prerequisites
2.1 Version 1 - Retail
Use
· Define the sites participating in the promotion.
· Check your user parameters and default settings as follows:
Procedure
1. On the toolbar, choose Customize Local Layout (Alt+F12), and select Options…. In the dialog box Options screen, choose Interaction Design.
2. Choose Visualization 1, make sure the field: Show Keys within dropdown lists is selected.
3. Choose OK.
4. Access the transaction choosing the following navigation option:
Toolbar menu / System ® User Profile ® Own DataTransaction code / SU3
- On the Defaults tab, make the following entries:
Field name / Description / User actions and values / Note /
Decimal Notation / 1.234.567,89 / Fixed Values
Date Format / 1 DD.MM.YYYY / Fixed Values
Start menu / W10T / Fixed Values
6. Save the entries.
7. You get the system message: Userxxxxx was saved.
In-Store Merchandise and Inventory Management - Displaying Promotions
For each user in the store that will be using the In-Store Merchandise and Inventory Management work center in the SAP Netweaver Business Client to display and change promotions, a customizing entry must be made in the Personalization Framework to link a user ID to the site (store). If this entry was not made for your user ID during the installation of scope item 734 In-Store Merchandise and Inventory Management, then you must ask your System Administrator to perform the following steps:
Transaction code / SPROIMG menu / Cross-Application Components ® General Application Functions ® Generic SAP Business Suite Functions ® Personalization ® Personalization Data: Collective Processing
1. On the Personalization Data: Collective Processing screen, make the following entries and choose Execute.
Field name / Description / User action and values / CommentPersonalization Dialog / DIA_LO_SRS
User Name / <Your User ID> / You can enter a range of users
Update Initial Data Also / Select radio button
2. On the Personalization dialog: DIA_LO_SRS ( ) screen, make the following entries and choose Save.
Field name / Description / User action and values / CommentSite / VZ01
2.2 Version 2 - Wholesale
· Valid price lists for promotional articles.
· Define the articles involved in the promotion.
· Choose the promotion type (price activation for the price list or distribution chain).
2.3 Overview of the Required Master Data
To execute the standard retail promotion, use the following master data:
Fashion / Hard goods / FoodArticle 1 / PCS-01-ART144 / PCS-01-ART453 / PCS-01-ART331
ARTICLE 2 / _ / PCS-01-ART454 / PCS-01-ART332
Site / VZ01 / VZ01 / VZ01
Vendor 1 / PCS-V141 / PCS-V451 / PCS-V331
Vendor 2 / PCS-V142 / PCS-V452 / PCS-V332
Retail / Wholesale
Customer 1 / M001 / PCS-C302 (with price list)
Customer 2 / M002 / PCS-C301 (without price list)
Price List / _ / P1
To execute the retail promotion in the price planning workbench, use the following data:
Fashion / Hard goods / Food*Article 1 / PCS-01-ART114 / PCS-01-ART453 / _
ARTICLE 2 / _ / PCS-01-ART454 / _
Site / VZ01 / VZ01 / _
Vendor 1 / PCS-V111 / PCS-V451 / _
Vendor 2 / PCS-V112 / PCS-V452 / _
SITES / M001 / M001 / _
M002 / M002 / _
M005 / M005 / _
M007 / M007 / _
*not relevant for promotion in the price planning workbench
2.4 Roles
Use
The following roles must have already been installed to test this scenario in the SAP NetWeaver Business Client (NWBC). The roles in this Business Process Documentation must be assigned to the users testing this scenario. You only need these roles if you are using the NWBC interface. You do not need these roles if you are using the standard SAP GUI.
Prerequisites
The business roles have been assigned to the user who is testing this scenario.
Business role / Technical name / Process step /Retail Promotion Planner / SAP_NBPR_PROMOTION_RT_S /
Creating Standard Retail Promotion
Creating Purchasing Conditions in the Promotion
Creating Discount
Creating Bonus Buy
Displaying Promotion
Changing Validity Period of the Promotion
Checking Promotion Sales PriceCarrying out Listing
Supply Source Determination
Activating Prices
Generating Allocation Table
Announcing Promotion
Prerequisites: Creating Promotion (in SAP ERP)
Subsequent Processing: Price Activation
Subsequent Processing: Allocation Table
Subsequent Processing: Announcement
Subsequent processing: Closing Confirmation of the Promotion in SAP ERP
Subsequent Processing: Activate Allocation Table
Creating Standard Retail promotionAssigning Further Sales Agreements to a Promotion
Activating Prices
Retail Masterdata Specialist / SAP_NBPR_MASTERDATA_RT_S / Creating Coupon
Retail Pricing Manager / SAP_NBPR_PRICING_RT_S / Creating Article Grouping
Creating Bonus Buy
Creating Promotions in the Price Planning Workbench
Step 3: Price Plan Approval
Step 4: Creation of Conditions
Step 5: Activation of the Price Plan
Retail Markdown Planner / SAP_NBPR_MARKDOWN_RT_S / Step 1: Creation of a Promotion Price Plan in the Price Planning WorkbenchSelection of the Price Plan in the Tree
NWBC role for In-Store MIM / SAP_NBPR_INSTORE_MIM_RT_S / Displaying promotion and changing planned quantities in In-Store Merchandise and Inventory Management
Retail Seasonal Purchaser / SAP_NBPR_SEASONALBUYER_RT_S / Delivering Merchandise to the Stores
Retail Warehouse Manager / SAP_NBPR_WAREHOUSE_RT_S / Subsequent Processing in the Distribution Center
Retail Store Manager / SAP_NBPR_STOREMANAGER_RT_M / Goods Receipt in the Stores (optional)
Creating Billing Document
Retail Sales Person / SAP_NBPR_SALESPERSON_S / Creating Sales Order
Retail Non-Seasonal Purchaser / SAP_NBPR_NONSEASBUYER_RT_S / Display Outbound Delivery
Retail Warehouse Manager / SAP_NBPR_WAREHOUSE_RT_S / Creating Delivery
Picking: Creating Transfer Order
Confirming Transfer Order and Post Goods Issue (optional)
3 Process Overview Table
Process Step / External Process Reference / Business Condition / Business Role / Transaction Code / Expected Results /Creating promotions (standard retail promotion / Retail Promotion Planner / WAK1
Create additional conditions for the promotion / Retail Promotion Planner / WAK2
Bonus Buy – Subsequent Processing / WPMA
Creating promotions in the Price Planning Workbench / Retail Promotion Planner / WRF_PPW12
Step 1: Creation of a promotion price plan in the price planning workbench / Retail Promotion Planner / WRF_PPW01
Display Promotion / Retail Promotion Planner / WAK3
Step 4: Creation of conditions / Retail Promotion Planner / WRF_PPW03
Check promotion sales prices / Retail Promotion Planner / VKP2
Step 5: Activation of the price plan / Retail Promotion Planner / WRF_PPW04
Check status of promotion price plan / Retail Promotion Planner / WRF_PPW01
Change validity period of the promotion / Retail Promotion Planner / WRF_PPW01
Check extended validity period of the promotion / Retail Promotion Planner / VKP2
Carrying Out Listing / Retail Promotion Planner / WAK5
Supply Source Determination / Retail Promotion Planner / WAK5
Activating Prices / Retail Promotion Planner / WAK5
Generating Allocation Tables / Retail Promotion Planner / WAK5
Announcing Promotion / Retail Promotion Planner / WAK5
Check Promotion Sales Price / Retail Promotion Planner / VKP2
Create Promotion in SAP ERP (In Store MIM) / Retail Promotion Planner / WAK1
Subsequent Processing: Price activation / Retail Promotion Planner / WAK5
Subsequent Processing: Allocation table / Retail Promotion Planner / WAK5
Subsequent Processing: Announcement / Retail Promotion Planner / WAK5
Display promotion in In Store MIM
Change planned quantities within promotion in In Store MIM
Closing confirmation of the promotion in SAP ERP / Retail Promotion Planner / WAK5
Activate allocation table / Retail Promotion Planner / WAK5
Delivering Merchandise to the Stores / Retail Seasonal Purchaser / WA08
Subsequent Processing in the Distribution Center / Retail Warehouse Specialist / VL06O
Goods Receipt in the Stores / Retail Store Manager / MB0A
Creating Standard Retail Promotions / Retail Promotion Planner / WAK1
Assigning Further Sales Agreements to a Promotion / Retail Promotion Planner / WAK2
Creating Sales Order / Retail Sales Person / VA01
Creating Delivery / Retail Warehouse Specialist / VL01N
Picking: Creating Transfer Order / Retail Warehouse Specialist / VL06P
Display Outbound Delivery / Retail Non-Seasonal Purchaser / VL03N
Creating Billing Document / Retail Sales Person / VF01
4 Business Processes
4.1 Version 1 - Retail
4.1.1 Creating Promotions
4.1.1.1 Creating Promotions (Standard Retail Promotion)