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Trade Promotion ManagementPart Two: Funds Management
SAP CRM 2007Detailed View Presentation
© SAP 2007 / Page 2
1. Business Process Overview2. Current Solution3. Appendix
Business ProcessOverview
Board /Executive
Marketing
Sales
Logistics
Financials
StrategicTargets
BrandTargets
BrandPlan
MarketingPlan
SalesTargets
InvestmentPlan
TradePromotion
Plan
DemandPlan
SupplyNetwork
Plan
ProductionPlan
Top Down SalesPlan
Bottom Up SalesPlan
Financial StatementPlan
Reconciliation
Consumer Products Business Process
ClaimsManage-
ment
FundsManage-
ment
Drill down of TPM Business Process
Develop Overall Channel and Customer Plans:•Planning Customer
•Total and Target Volume
•Product Categories
•Month
•Profitability
Develop Key Customer/Product Category:•By period, events, terms and conditions
•Agreements
FundsManagement
Trade PromotionPlan:•Long-term
•Short-term
•Tactics
•Objectives
•Templates
ClaimsManagement
BPS
CRM
Inputs•Brand Plan
•Category Plan
•MarketingCalendar
•HistoricalAnalysis
AgreementAcceptanceandPromotionPlan
Applications
TradePromotion
Plan
Top Down Sales Plan
Bottom Up SalesPlan
ClaimsManage-
ment
FundsManage-
ment
1. Headquarter PlanningConsensus PlanSales BudgetingSchedule Creation
Process Overview:
2. Account PlanningPre-analysisEvent PlanningPromotion Planning
3. Sell-in & NegotiationProposal generationDemand planningFlexibility
5. Evaluation &Analysis
KPI ReportingSyndicated DataFunds Tracking
4. Retail Execution,Validation & Settlement
FSR supportInvoicingPayments
1. Headquarter PlanningConsensus PlanSales BudgetingSchedule Creation
Process Overview:
2. Account PlanningPre-analysisEvent PlanningPromotion Planning
3. Sell-in & NegotiationProposal generationDemand planningFlexibility
5. Evaluation &Analysis
KPI ReportingSyndicated DataFunds Tracking
4. Retail Execution,Validation & Settlement
FSR supportInvoicingPayments
Trade FundsManagement
Budget tracking
Planned, Committed,Accrued
Trade FundsManagement
Planned,Committed,Accrued
Budget
TradePromotion
Management
Process Overview:
2. Account PlanningPre-analysisEvent PlanningPromotion Planning
3. Sell-in & NegotiationProposal generationDemand planningFlexibility
5. Evaluation &Analysis
KPI ReportingSyndicated DataFunds Tracking
4. Retail Execution,Validation & Settlement
FSR supportInvoicingPayments
Finalization
Prepayments
Trade ClaimsManagement
DeductionsInvoicesDirect Payments
Trade ClaimsManagement
Schedule Payments
1. Headquarter PlanningConsensus PlanSales BudgetingSchedule Creation
© SAP 2007 / Page 8
1. Business Process Overview2. Current Solution3. Appendix
Current Solution
1. Headquarter PlanningConsensus PlanSales BudgetingSchedule Creation
Process Overview:
2. Account PlanningPre-analysisEvent PlanningPromotion Planning
3. Sell-in & NegotiationProposal generationDemand planningFlexibility
5. Evaluation &Analysis
KPI ReportingSyndicated DataFunds Tracking
4. Retail Execution,Validation & Settlement
FSR supportInvoicingPayments
Trade FundsManagement
Budget tracking
Planned, Committed,Accrued
Trade FundsManagement
Planned,Committed,Accrued
Budget
TradePromotion
Management
Trade Funds Management
Trade Funds Management (TFM) is a CRM based application that enables you to setup and manage fund programs and funds, thus allowing to plan and track howyou spend your money for trade.
TFM is integrated into:
TPM Trade Promotion Planning
MDF Market Development Fund Initiatives
CRM Claims Management
SAP NetWeaver Business Intelligence
ERP Financials (CO-PA, Accruals)
APIs to integrate external business planning and forecasting tools
Trade Funds Management
Trade Promotion Plan
Top Down Sales Plan
Bottom Up Sales Plan
Claims Management
Funds Management
Trade Funds Management
Plan, fund and track trade promotion spending:
Multi-dimensional set-up of discretionary budgets with the framework to support performance-based live accruals
Detailed tracking and auditing of all funds transactions
Full budget check capabilities for planning and settlements
Full checkbook capabilities
Full accrual management capabilities
Funds Management Main Features
Multi-dimensional set-up of discretionary budgets with the framework to supportperformance-based live accruals
Definition of fund plansManual set-up and allocation in CRMImport from external planning and forecasting tools like SAP BPS
Detailed tracking and auditing of all funds transactionsSarbanes-Oxley and FASB accounting standard compliantFull visibility into planned, committed, accrued, settled, paid, etc. valuesFund checkbook view for accounts, categories and organization units
Full budget check capabilities for planning and settlements
Full checkbook capabilities
Full financial accrual management capabilitiesThe accrual management allows detailed bottom-up accrual calculations based onpromotions or fund budgets, and triggers them in ERP FI/CO
© SAP 2007 / Page 14
Funds Management: Current Solution
Trade Funds ManagementFund Types and Allocation RulesFunds Plans, Funds and Budget DistributionFunds Determination and AccrualsPeriod-end Processing
Funds Management Process
Fund Type
A fund type defines:Fund category (e.g. fix/variable)Whether budget is accrued and how it is accrued
Calculation frequencyCalculation methodAccrual Base
All funds that are tied to a certain fund type will follow the pre-defined rules of that fund type
Fund types are set-up for different purposes to separately track budgets within the FundsManagement process. Examples for fund types are:
Audio/Video, Base, TravelBill back, Display, Off-Invoice
Fund Type - Configuration
Fund Category:Fixed vs. Variable
Accrual profile:Fixed vs. Variable
Expense Type is a categorizationaccording to the purpose, e.g.
DisplaysAdvertisingShelf space
Assignment Expense Type toFund Type done in IMG
Fund Type – Configuration (continued)
Customer andProduct Dimension
Fiscal year variantAnd currency
Fund attribute matches the fundattribute assigned to the fund type.
Territory check Number rangeFor Fund Postings
Associating Funds Plan to a Promotion
TradePromotion
TradeSpends Product
Funds Plan
Funds Plan Association to a TP
Funds Plan group funds for a fiscal year
Funds Plan is an attribute for a TP and this attribute is laterused in Fund Determination
Funds plan for a TP can be either:Determined– BAdI:
– Default implementation to use Currency and Sales Area– Default Funds Plan if unique
F4 help– Search on multiple attributes of the Funds Plan
– Only “Released” Fund plans to be retrieved by search
Fund Association on a Trade Promotion:Different Levels
TradePromotion
TradeSpends Product
Funds Plan
Fund
Fund
Fund
Fund
The level at which funds are associated on a promotion is driven by how the funds aresetup -
Brand specificTrade Spend specific……
Funds Can Be Associated To One Of The 4Levels
A customizing setting to determine at what level funds can be associated
Promotion Type Fund Association LevelPrice Reduction Trade Spend
Scan Based Product
Customizing Setting: Fund Association Level
When a Promotion is created, the system looks up the customizing setting to determinethe fund association level
UI will be dynamic and display fund information only at the appropriate level- Ex: If Fund Association Level is ‘Product’, then user will not see any fund
information at the Trade Spend level.
Default is Trade Spend level if customizing setting is not maintained
Funds can be associated at only one level (exception – discussed in Fund Usages)
Fund Association at Root Level
Fund Association at Product Level
New Fund Field on Product Group,Product, Product Category,Product Segment Assignmentblocks.
In Edit mode for the assignmentblock, F4 Value for this field willinvoke the fund determinationprocedure
Fund Association at Trade Spend Level
New Fund Field on planning assignmentblock
In Edit mode for the assignment block, F4Value for this field will invoke the funddetermination procedure
Fund Association at Intersection Level
A new assignment block on the trade promotion overview page. Editable only if“Fund Association Level” is set to ‘Trade Spend – Product’
The cells where Fund information is visible is editable. Fund determination isfired whenever Value Help is accessed
Expense Types are displayed as columns instead of Trade Spends
Billback Event Related Off-InvoiceGatorade Sport F1 F3 F4Gatorade Energy F1Tropicana OJ F2 F5
Star CookiesStar Chocolates
Star Chips
Fund Association Can Be Manual or Automated
Key Account Managers can associate funds manually at the appropriate level
F4 Value help for funds will display a result based on fund determination
Funds association can be automated as well when trade promotionstatus is set to “Released”
Display 10 funds in the F4 ValueHelp. Provide navigation to next10 and so on
Associate Funds At The Appropriate Level
When Fund Determination is invoked via Automation:
The system determines the funds at the intersection level
- Errors if fund cannot be determined
Looks up the ‘Fund Association Level’ customizing setting to associate funds atthe appropriate level
Invoke the complete FundDetermination procedure for eachof the cells
Billback Event Related Off-InvoiceGatorade Sport F1 F3 F4Gatorade Energy F1Tropicana OJ F2 F5
Star CookiesStar Chocolates
Star Chips
© SAP 2007 / Page 29
Funds Management: Current Solution
Trade Funds ManagementFund Types and Allocation RulesFunds Plans, Funds and Budget DistributionFunds Determination and AccrualsPeriod-end Processing
Funds Management Process
Funds Plan
A framework for the funds set-up defines fundamentals like:validity periodcurrencyand others attributes that all funds have in common
Group funds to a logical unit, e.g. US Trade Funds 2007
Create Funds PlansManually or by copying of existing Funds PlanFor different areas and purposes
Funds Plan
Fund
Funds Plan Overview Page
Available Columns:• Employee Responsible• Account Hierarchy Node• Created on• Created by
Navigate to FundsOverview Page
Funds
A fund specifies a container for budgets
Available for a specific reason during a specific planning period, e.g. KrogerStar Cookies
Fund is identified byFunds PlanFund TypeFund Attributes
Fund
Budget
Fund Overview Page
Fund Attributes section willdynamically show only thoseattributes which are requiredfor the Fund Type selectedabove.
Additional customized key values can be displayed here (Checkbook configuration)
Fund Overview Page (Assignment Blocks)
Navigate to FundUsage OverviewPage
Navigate toBudget PostingsOverview Page
Navigate to ApplicationObject Overview Page.
Set-up Funds Plan
A Finance personnel createsa funds plan.Funds Plans may also becreated via an externalapplication
User can add additionalinformation, e.g. maintainnotes, attach documents,assign involved parties,select sales area
Change Funds Plan Status
New
Closed
Archived
Archive
ReleasedLocked
Release
CloseClose
Release
Lock
Release
Finance personnel changes the status toReleased in order to assign funds.
Create Fund
A Finance personnelcreates a fundFunds may also becreated via an externalapplication
User can add additionalinformation, e.g. maintainnotes, attach documents,assign involved parties,select sales area
Fund Status
Finance personnel changes thestatus to Released in order tomake the funds available forconsumption.
Fund Status
NewInitial status when a fund is created.You cannot post any budget yet.All fields are still modifiable and you can still delete the fund.
PreliminaryYou can switch a fund from status [New] to [Preliminary], to start setting upbudgets.Fund is not yet consumable.You cannot delete it any more, but need to cancel it instead.Preliminary funds are not active for accruals yet.
ReleasedOnce a fund is released, all transactions are allowed – you can prepay, plan,accrue and settle from the fund.Note that you can cancel a fund only after you have zeroed out the budget.Accruing funds are now active for the accrual process.
Fund Status
LockedA released fund can be locked at any time, to temporarily disallow budget changesand budget consumptions.Accrual processes continue, and fund usages for locked funds can still be closed.The fund can be released again by reactivating it.
CancelledA preliminary fund, which for some reason is not to be released, can be canceled.When the fund was released before, you need to manually set the budget to zerobefore.The fund can be reused by reactivating it (set status to Preliminary).
ClosedFunds are closed at the end of their life cycle. This can be a manual or automatedprocess.As part of standard, there will be no automatic process to close funds.
Mass Copy of funds
A finance personnel can copyover the funds of an existingFunds Plan, with or without theinitial budget or actual usedbudget, into a new Funds Plan.
Initial Budget:three possible values:
None - no initial budgetpostings.Initial Budget - the initialbudget posting is equal tothe total budget which wasassigned to the fund.Actual Consumption - theinitial budget posted to thenew fund is the total“Spent” amount of the fundbeing copied.
Funds Management Process
Budget
A budget can be either allocated or accrued on any level in the hierarchy(customer, product, and marketing organization) or combinations of these.
Budget Postings are used to create or change budgets in the fundsBudget Updates are used to deposit or withdraw budget from a fund, initially orat a later point in time.With Budget Transfers budget can be distributed between different funds.
Budget Update Overview Page
Available Columns (in Personalization)- Funds Plan ID- Funds Plan Description- Accrual Balance- Approved Claim- Available-to-Spend- Chargeback Balance- Expensed- Expired- Pending Budget- Prepaid Balance- Prereserved- Remaining Cash- Reserved- Settled
First line item is defaulted if budget posting has been createdfrom the fund overview page
Distribute Budget –> Budget Update
In order to deposit budgetin funds the Financepersonnel creates abudget posting.Funds may also be filledvia an external application.
User can add additionalinformation, e.g. maintainnotes, attach documents,assign involved parties,select sales area
Star Chips
External Funds services – functionalitysupported
Mass creation of funds plans
Mass creation of funds
Change of funds plans
Change of funds
FPO (create funds, update budget through the fund postings API)
BPO (create funds, update budget through the budget postings API)
Funds Plan Overview after Budget Update
Budget has been distributed tothe selected funds in thebudget update.
Star Chips
As seen on previous slideshowing the Budget Update,the amount of the BudgetPosting line item matchesthe amount on the FundsPlan Overview.
Budget can be visualized inthe Fund Checkbook aswell, as seen in the nextslide
Funds Checkbook
CheckbookAn overview of all the key figures that are calculated based on the value categoriesmaintained for a fundA financial report that rolls-up all of the value categories at a certain level
Key figures in Checkbook
Use in TPMUpdated ByValue CategoryKey Figure
Budget – usually provided for a fullfiscal year.
Budget PostingBudgetBudget
Budget amount requested for a TP,which is not yet approved.
Trade PromotionPrereservedPrereserved
Budget amount reserved for TP, whichare approved and released. When aTP is approved, Prereserved isdecreased and Reserved is increased.
TPReservedReserved
Amount financially accrued.Settlement, AccrualRun
Accrual BalanceAccrual Balance
Amount approved on a claim.Replaces the Pending amount.
ClaimApprovedClaimClaimed
Amount is settled, i.e. the settlement issent to ERP. At the same time,Expenses are debited andcorresponding accruals are released.
SettlementSettledSettled
Amount written off. This is a specialtype of expense.
Write-Off(WrittenOff)Write-Off
Amount prepaid.SettlementPrepaid BalancePrepaid
Exchange Budget between funds – BudgetTransfer
A Finance personnelcreates a budget transferto exchange budgetbetween funds (morebudget for Rema Drinkneeded).
User can add additionalinformation, e.g.maintain notes, attachdocuments, assigninvolved parties, selectsales area
Guided flows availablefor the budget transfer
Budget Transfer - wizard
Budget Transfer - wizard
Budget Transfer - wizard
Budget Transfer - wizard
Budget Transfer Overview Page
Available Columns (in Personalization)- Budget-Funds Plan ID- Funds Plan Description- Transfer %- Expired- Approved Claim- Available-to-Spend- Chargeback Balance- Expensed- Pending Bdgt Reduct.- Prepaid Balance-Prereserved-Remaining Cash- Reserved- Settled- Written Off- Accrual Balance
Fund Postings
All value flows are captured in Fund Postings, like e.g. changes to budgets,planned and reserved values, prepay and accrual balances, and expensed andsettled amounts
Changes to budgets, fund usages or actuals are captured in Fund Postings,producing a line item based audit trail like in a financial system.
$ +100.000 Budget Update
$ - 15.000 Trade Promotion, Spend Type Billback -> Budget reserved
$ - 10.000 Prepayment
$ - 5.000 Direct Payment
$ + 20.000 Chargeback
Fund Posting Overview Page
Available Columns (in Personalization)- Transaction Amount- Transaction Currency- Budget Expiration Date- Account- Account Hierarchy Node- Fund Usage Type- Distribution Channel- Division- Expense Type- Fund Type- Fund Usage Description- Fund Usage ID- Product- Product Group- Territory- Service Organization
Attributes (Value categories)
Monies are attributed to the following ‘states’:
Accrual Balance
Approved Claim
Budget
Chargeback Balance
Expensed
Expired
Pending Budget Reduction
Pending Chargeback
Pending Claim
Pending Prepayment
Pending Prepayment Reduction
Pending Write-Off
Prepaid
Prepaid Balance
Prereserved
Released to Settle
Reserved
Settled
Write-Off
Funds Management Values Flows
Tracks the movement of money (value) in various processes
Budget transfers and update
Budget reservations
Prepayments
Accruals
Claims
Settlements
Chargeback
Write-off
TradePromotionlifecycle Accrual
run
Prepayments
Claimsubmission
Settlement
Budgetupdate
Tradeplanning
Business Process and Value Flows
BudgetUpdate
(F1)
F1Fu
nd V
alue
Cat
egor
ies
Budget Prereserved Reserved OpenClaim
PendingClaim
ApprovedClaim
Releaseto Settle
Settled
TPM
1Fu
nd U
sage
Val
ue C
ateg
orie
s
Setup TP& approve
(TPM1)
ApproveTP
(TPM1)
CreateClaim
Routefor
Approval
ClaimApproved
ClaimSettled
Value Flows
Business ProcessRelease
TP(TPM1)
Fund Usage
Fund usages are used in Funds Management to reserve parts of fund budgets.All fund consumptions are represented in the system by fund usages.
The funds can be reserved for:ClaimsSettlementsPrepaymentsDirect PaymentsReservationsChargebacks
Fund usages contain accrual information, such as the accrual profile, accrual dates,and the current accrual balance.
Fund Usage
Fund Usage is the consumption of a Fund through:
Trade Promotion
MDF initiatives (reservations)
Fund Usages can be claimed against, accrued andclosed after the last claim is made to returnunconsumed budget and accruals.
Fund Usages Concept
Fund 1
Product: ChipsCustomer: Gro4U
Budget: $100K, Reserved: $0
Fund 2
Product: CookiesCustomer: Gro4U
Trade Promotion “TP1”: Gro4U Miami, 2007-09-01 to 2007-09-30
$17,500
$12,500
SpendtypeBillback
Fund 2
Fund 1
Fund
10,000 cases$1.75 / caseCookies
10,000 cases$1.25 / caseChips
Planned ScanVolume
PriceReduction
Product
TP1 – Chips$12,500
TP1 – Cookies$17,500 Budget: $200K, Reserved: $0
Budget: $100K, Reserved: $12,500
Budget: $200K, Reserved: $17,500
Fund Usages
Fund Usages Provide The Ability To TrackConsumption Against A Promotion
Fund 1
Product: ChipsCustomer: Gro4U
Budget: $100K, Reserved: $0,Settled: $0
Fund 2
Product: CookiesCustomer: Gro4U
Trade Promotion “TP1”: Gro4U Miami, 2007-09-01 to 2007-09-30
$17,500
$12,500
Spend typeBillback
Fund 2
Fund 1
Fund
10,000 cases$1.75 / caseCookies
10,000 cases$1.25 / caseChips
Planned ScanVolume
PriceReduction
Product
TP1 – Cookies$17,500
TP1 – Chips$12,500
Budget: $200K, Reserved: $0,Settled: $0
Budget: $100K, Reserved: $12,500,Settled: $0
Budget: $200K, Reserved: $17,500,Settled: $0
Fund Usages
Claim 1: Gro4U Miami 2007-10-15
$16,000
$11,000
Amount
CookiesBillbackTP1
ChipsBillbackTP1
ProductTrade SpendPromotion
$11,000
$16,000 Budget: $200K, Reserved: $17,500,
Settled: $16K
Budget: $200K, Reserved: $12,500,
Settled: $11K
Consumption against apromotion
Fund Usage Overview Page
Available Columns (in Personalization)- External- Fund Type- Product- Product ID- Product Category ID- Product Group- Product Group ID- Pending Claim- Pending Prepayt Redn- Pending Prepayment- Pending Write Off- Prepaid- Prepaid Balance- Prereserved- Chargeback Balance- Expensed- Accrual Balance- Released-to-Settle- Written Off- Account Hierarchy- Account
Fund Usages Ensure Reservation Of FundBudget
Trade Promotion “TP1”: Rema Store, 2007-09-01 to 2007-09-30
$17,500
$12,500
SpendtypeBillback
$10,000
$5,000
Spend TypeDisplay
10,000 cases$1.75 / caseCookies
10,000 cases$1.25 / caseChips
Planned ScanVolume
PriceReduction
Product
Fund 1
Product: ChipsCustomer: Gro4UFund Type: Null
Budget: $100K, Reserved: $0
Fund 2
Product: CookiesCustomer: Gro4UFund Type: Null
Budget: $200K, Reserved:$0
Budget: $100K, Reserved:$17,500
Budget: $200K, Reserved:$27,500
Billback Fund Usages
TP1-ChipsPotato/Display$5,000
Display Fund Usages
TP1-CookiesChoc/
Display$10,000
TP1-CookiesChoc/BB$17,500
TP1–ChipsPotato/BB$12,500
Planning Grid and Fund Usage
Planning Grid and Fund Usage shouldalways be in-syncFund Usages are created finally from theinformation in the planning grid
Customizing setting to define mappingbetween Expense Type and Key Figure to beused in creating fund usages.
Fund Usages
Sample Customization Setting
Planning Grid
0BBSCBB-Scan
0DISABDisplay
Key FigureExpense Type
Fund Usage Structure
Fund: F2Spend: BillbackProduct: GatoradeCustomer: Kroeger
Fund: F1Spend: ERProduct: GatoradeCustomer: Kroeger
Fund: F3Spend: BillbackProduct: TropicanaCustomer: Kroeger
Fund Amount Fund AmountGatorade Sport F2 $2,400 F1 $1,000Tropicana OJ F3 $4,000Gatorade Energy F2 $3,100 F1 $2,000
Billback Event RelatedTP1 forKroegerOttawa
F u n d U s a g e s
F u n d U s a g e 1
C u s t o m e r K r o g e r O t t a w a
E x p e n s e T y p e E v e n t R e la t e d
R e f O b j e c t T P 1
F u n d U s a g e 1 I t e m ( s )
F u n d P r o d u c t A m o u n t
F 1 G a t S p o r t $ 1 , 0 0 0
F 1 G a t E n e r g y $ 2 , 0 0 0
F u n d U s a g e 2
C u s t o m e r K r o g e r O t t a w a
E x p e n s e T y p e B i l lb a c k
R e f O b j e c t T P 1
F u n d U s a g e 2 I t e m ( s )
F u n d P r o d u c t A m o u n t
F 2 G a t S p o r t $ 2 , 4 0 0
F 3 T r o p ic a n a O J $ 4 , 0 0 0
F 2 G a t E n e r g y $ 3 , 1 0 0
Fund Usage Generation Level
Fund: F2Spend: BillbackProduct: GatoradeCustomer: Kroeger
Fund: F1Spend: ERProduct: GatoradeCustomer: Kroeger
Fund: F3Spend: BillbackProduct: TropicanaCustomer: Kroeger
Fund Amount Fund AmountGatorade Sport F2 $2,400 F1 $1,000Tropicana OJ F3 $4,000Gatorade Energy F2 $3,100 F1 $2,000
Billback Event RelatedTP1 forKroegerOttawa
Some customers have large number of products on a promotion which could lead toan explosion in the number of fund usage items
A customizing setting can aggregate generation of fund usages to the ‘Budget’ level
Fund Usage Generation Level: PlanningFund Usage Generation Level: Budgeting
F u n d U s a g e s a t P la n n in g L e v e l
F u n d U s a g e 1
C u s to m e r K ro g e r O tta w a
E xp e n se T y p e Ev e n t R e la te d
R e f O b je c t T P1
F u n d U s a g e 1 I te m ( s )
F u n d P ro d u c t A m o u n t
F 1 G a t S p o r t $ 1 ,0 0 0
F 1 G a t E n e rg y $ 2 ,0 0 0
F u n d U s a g e 2
C u s to m e r K ro g e r O tta w a
E xp e n se T y p e B illb a c k
R e f O b je c t T P1
F u n d U s a g e 2 I te m ( s )
F u n d P ro d u c t A m o u n t
F 2 G a t S p o r t $ 2 ,4 0 0
F 3 T ro p ic a n a O J $ 4 ,0 0 0
F 2 G a t E n e rg y $ 3 ,1 0 0
F u n d U s a g e s a t B u d g e t L e v e l
F u n d U s a g e 1
C u s to m e r K r o g e r O t ta w a
E x p e n s e T y p e E v e n t R e la te d
R e f O b je c t T P 1
F u n d U s a g e 1 I te m ( s )
F u n d P r o d u c t A m o u n t
F 1 G a to r a d e $ 3 ,0 0 0
F u n d U s a g e 2
C u s to m e r K r o g e r O t ta w a
E x p e n s e T y p e B illb a c k
R e f O b je c t T P 1
F u n d U s a g e 2 I te m ( s )
F u n d P r o d u c t A m o u n t
F 2 G a to ra d e $ 5 ,5 0 0
F 3 T ro p ic a n a $ 4 ,0 0 0
When Are Fund Usages Generated?
Status change of Trade Promotion
Controlled via customizing setting
Usages are generated in specific value categories
Ability to turn off generation for ‘Pre-reserved’ value category
Invocation of ‘Generate Usages’ service via push button or execution in batch mode
Invoked when the status (relevant based on the above customizing setting) of the promotionchanges
Detects if usages already exist and make updates in such a case
Invokes the ‘Assign Funds’ service, if funds are not associated at the intersection level
Invokes Availability check at Aggregate level to ensure budget is available
- Errors if promotion is in released status (or is being released) and sufficient budget is notavailable
Creates usages for all expense types or none (if usage for an expense type cannot becreated)
Fund Usage ValueCategory (Uneditable)
Promotion Status Generate Usage
Reserved Released (mandatory)
Pre-reserved Approved (optional)
Fund Usages Generation During Transition to‘Approved’ State
Created
Released
Approved
Success
Finalized
Archive
Archived
ConsistencyChecks?Approve
Fail
Success
ConsistencyChecks?
Release
Fail
Finalize
Trade Promotion HeaderPlanning Node Kroeger TorontoFunds Plan TPM 2007
Planning DetailsProduct/Prod Cat Spend Type Vol Cost Amount
Gat Sport ER Display $4,000Fund
F2
1. Fund Determination for each record at Intersection level
2. Check Availability for each record at Intersection level
Requested Amount* >= Budget – Expired –PendingBudgetReduction – Prereserved –Reserved –Variance - PendingPrepayment- Prepaid
3. Generate warning message if funds are not available(Application specific)
4. Generate funds posting to update the prereserved valuecategory
5. Check Availability at aggregate level and generateappropriate warning messages
Fund Usages Generation During Transition to‘Released’ State
Created
Released
Approved
Success
Finalized
Archive
Archived
ConsistencyChecks?Approve
Fail
Success
ConsistencyChecks?
Released
Fail
Finalized
Trade Promotion HeaderPlanning Node Kroeger TorontoFunds Plan TPM 2007
Planning DetailsProduct/Prod Cat Spend Type Vol Cost Amount
Gat Sport ER Display $4,000Fund
F2
2. Check Availability for each record at intersection level
Requested Amount* >= Budget – Expired – Reserved –Variance – Prepaid – Writeoff +Chargeback
3. Generate error message if funds are not available
4. Generate funds posting to release value from the prereservedcategory and add the amount to the reserved value category
1. Confirm if Funds are associated at the intersection level (Run Fund Determination incase Funds are not assigned)
5. Check Availability at the aggregate level and error if AVC fails
Aggregate Availability Check
Fund Amount Fund AmountGatorade Sport F2 $2,400 F1 $1,000Tropicana OJ F3 $4,000Gatorade Energy F2 $3,100 F1 $2,000
Billback Event RelatedTP1 forKroegerOttawa
Individual level Check: Is$3,100 available in Fund F2?
Aggregate level Check: Canthe following request besupported against each of thefunds?
$4,000F3
$5,500F2
$3,000 ($1,000 forGat Sport and$2,000 for GatEnergy)
F1
Requested AmountFund
Fund Availability
Promotion Status Promotion Type AVC ProfileReleased Price Reduction TPM1 Hard AVCApproved Scan - Based TPM1 Soft AVC
AVC - Availability Check Profile is specified in a customizing setting
FundBudget
and FundUsages
TradePlans and
Claims
Fund availability balances the supply and demand for money is ensured trough AVC
How Is Availability Check Invocation Controlled?
Availability Check Profile is specified in a customizing setting
Each time usages are generated, the check is invoked to ensure funds are available
Out-of-the-box, the system will raise an error if AVC fails in ‘Released’ status (or duringtransition to ‘Released’ status)
- Warning in the event of AVC failure in ‘Approved’ status
Customers have the ability to override how AVC should be handled
The system behaviour when AVC fails is controlled by the AVC profile
The profile determines
- The formula for AVC
- Failure response – Error or Warning
- Tolerance levels
Promotion Status Promotion Type AVC ProfileReleased Price Reduction TPM1 Hard AVCApproved Scan - Based TPM1 Soft AVC
Customizing for AVC: Formula builder
Create formula to evaluate key figures for every rule
Fund Usages and Financial Accruals
Financial Accruals for promotions are driven off of Fund UsagesAccrual Profile determines the accrual methodology for a specific fund usageA customizing setting determines the Accrual Profile that will be used for a given tradespend on a promotion
System derives Accrual Profile during usage generationEffective dates on trade spends are leveraged to determine the Accrual Start and EndDates on the usages
BAdI support to override the application behaviour to determine Accrual Profile
Expense Type Promotion Type Accrual ProfileBB Scan Price Reduction Sales VolumeBB Ship Scan - Based Take Rate ProfileDisplay Temporary Price Cut Fixed Rate
Fund Usages With Accrual Information
Fund: F2Spend: BillbackProduct: GatoradeCustomer: Kroeger
Fund: F1Spend: ERProduct: GatoradeCustomer: Kroeger
Fund: F3Spend: BillbackProduct: TropicanaCustomer: Kroeger
Fund Amount Fund AmountGatorade Sport F2 $2,400 F1 $1,000Tropicana OJ F3 $4,000Gatorade Energy F2 $3,100 F1 $2,000
Billback (Take Rate Based - June 1-30) Event Related (Fixed - June 1-30)TP1 forKroegerOttawa
F u n d U s a g e s
F u n d U s a g e 1
C u s t o m e r K r o g e r O t t a w a
E x p e n s e T y p e E v e n t R e l a t e d
A c c r u a l P r o f i l e F i x e d
A c c r u a l S t a r t 1 - J u n - 0 8
A c c r u a l E n d 3 0 - J u n - 0 8
R e f O b j e c t T P 1
F u n d U s a g e 1 I t e m ( s )
F u n d P r o d u c t A m o u n t
F 1 G a t S p o r t $ 1 , 0 0 0
F 1 G a t E n e r g y $ 2 , 0 0 0
F u n d U s a g e 2
C u s t o m e r K r o g e r O t t a w a
E x p e n s e T y p e B i l l b a c k
A c c r u a l P r o f i l e T a k e R a t e
A c c r u a l S t a r t 1 - J u n - 0 8
A c c r u a l E n d 3 0 - J u n - 0 8
R e f O b j e c t T P 1
F u n d U s a g e 2 I t e m ( s )
F u n d P r o d u c t A m o u n t
F 2 G a t S p o r t $ 2 , 4 0 0
F 3 T r o p i c a n a O J $ 4 , 0 0 0
F 2 G a t E n e r g y $ 3 , 1 0 0
© SAP 2007 / Page 80
Funds Management: Current Solution
Trade Funds ManagementFund Types and Allocation RulesFunds Plans, Funds and Budget DistributionFunds Determination and AccrualsPeriod-end Processing
Funds Management Process
Fund determinationmechanisms to associate fundsat various levels
Fund Determination I
Fund determination is used to assign the appropriate funds to:Trade promotionsReservations for market development funds (MDF) initiatives and MDF claimsClaimsBudget postings
Fund determination is based on the evaluation of certain determination rules thatare defined in the fund determination profiles in Customizing. Funddetermination varies from one scenario to another. For each fund determinationprofile, you can make settings for:
Org. Data (Organizational Data)Terr. Hier. (Territory Hierarchy)Acc. Hier. (Account Hierarchy)Prod. Hier. (Product Hierarchy)
Typical Fund Determination Algorithm
1. Get allreleased fundsbased on funds
plan on TPheader
2. Filter basedon org data of
TP
3. Filter basedon Planning
customer of TP
4. Filter basedon Productdimension
5. Filter basedon expensetype on line
item
FundDetermination
Procedure
Fund Association on a TP Different Levels
TradePromotion
TradeSpends ProductFund
Fund
Fund
Fund
Manual Fund Determination and Fund AssociationLevel
1. Get allreleased fundsbased on funds
plan on TPheader
2. Filter basedon org data of
TP
3. Filter basedon Planning
customer of TP
4. Filter basedon Productdimension
5. Filter basedon expensetype on line
item
Level = “Trade Spend - Product”Level = “Trade Spend”
Not applied in FundDetermination
Level = “Product”
Not applied in FundDetermination
Level = “Root”
Not applied in FundDetermination
Fund Determination for Trade Promotion –Automatic
1. Getheader anditem data
for TP
Start
2. Get allreleased fundsbased on funds
plan on TPheader
3. Filter basedon org data of
TP
4. Filter basedon Planning
customer of TP
5. Filter basedon Productdimension
6. Filter basedon expensetype on line
item
7. If the filter is aunique matchcreate a link
between line andthe fund
EndCalling application action
Service action
Fund Determination for Trade Promotion -Automatic
1. Get headerand item data
for TPStart
2. Get all releasedfunds based on
funds plan on TPheader
3. Filter based onorg data of TP
4. Filter based onPlanning customer
of TP
5. Filter based onProduct dimension
6. Filter based onexpense type on
line item
7. If the filter is aunique match create alink between line and
the fund
End
Calling application action
Service action
Spend Fund Type Funds PlanBB Ship Billbacks TPM 2007 TPM 2007-2BB Scan Billbacks F1 F5ER Disp ER (Fix) F2 F6ER FAD ER (Fix) F3
F4
Customer Hierarchy Product HierarchyKroger Gatorade
Kroger Ontario Gatorade DrinksKroger Toronto Gat SportKroger Ottawa Gat Sport 20Oz 1Pk
Kroger Quebec Gat Sport 10Oz 1PkKroger Montreal Gat Sport 30Oz 1Pk
Gat EnergyKroger BC Tropicana
Kroger Vancouver Tropicana CitrusKroger Victoria Tropicana OJ
Tropicana LemonTropicana Sweet
Tropicana Mango
Fund F1 Fund F2 Fund F3Name F1 Name F2 Name F3Fund Type Billbacks Fund Type Event Related (Fix) Fund Type Event Related (Fix)Customer Kroger Customer Kroger Ontario Customer KrogerProduct Gatorade Budget $50,000 Budget $200,000
Budget $100,000
Fund F4 Fund F5 Fund F6Name F4 Name F5 Name F6Fund Type Billbacks Fund Type Slots Fund Type BillbacksCustomer Kroger Customer Kroger Customer Kroger TorontoProduct Tropicana Product Tropicana Product TropicanaBudget $150,000 Budget $75,000 Budget $25,000
Trade Promotion HeaderCustomer Node Kroger TorontoPlanning Basis Product and Product CategoryFunds Plan TPM 2007
Planning DetailsProduct/Prod Cat Spend Type Vol Cost Amount
Gat Sport BB Ship 10,000 $1 $10,000
Fund Determination for Trade Promotion – ValueHelp
1. Getheader anditem data
for TP
Start
2. Get allreleased fundsbased on funds
plan on TPheader
3. Filter basedon org data of
TP
4. Filter basedon Planning
customer of TP
5. Filter basedon Productdimension
6. Filter basedon expensetype on line
item
7. Getcheckbookfigures andpass to F4
popup
EndCalling application action
Service action
Fund F1 Fund F2 Fund F3Name F1 Name F2 Name F3Fund Type Billbacks Fund Type Event Related (Fix) Fund Type Event Related (Fix)Customer Kroger Customer Kroger Ontario Customer KrogerProduct Gatorade Budget $50,000 Budget $200,000
Budget $100,000
Fund F4 Fund F5 Fund F6Name F4 Name F5 Name F6Fund Type Billbacks Fund Type Slots Fund Type BillbacksCustomer Kroger Customer Kroger Customer Kroger TorontoProduct Tropicana Product Tropicana Product TropicanaBudget $150,000 Budget $75,000 Budget $25,000
Fund Determination for Trade Promotion – ValueHelp (F4 Help)
Spend Fund Type Funds PlanBB Ship Billbacks TPM 2007 TPM 2007-2BB Scan Billbacks F1 F5ER Disp ER (Fix) F2 F6ER FAD ER (Fix) F3
F4
1. Get headerand item
data for TPStart
2. Get all releasedfunds based on
funds plan on TPheader
3. Filter based onorg data of TP
4. Filter based onPlanning customer
of TP
5. Filter based onProduct dimension
6. Filter based onexpense type on
line item
7. Get checkbookfigures and pass
to F4 popupEnd
Calling application action
Service action
Customer Hierarchy Product HierarchyKroger Gatorade
Kroger Ontario Gatorade DrinksKroger Toronto Gat SportKroger Ottawa Gat Sport 20Oz 1Pk
Kroger Quebec Gat Sport 10Oz 1PkKroger Montreal Gat Sport 30Oz 1Pk
Gat EnergyKroger BC Tropicana
Kroger Vancouver Tropicana CitrusKroger Victoria Tropicana OJ
Tropicana LemonTropicana Sweet
Tropicana Mango
Trade Promotion HeaderCustomer Node Kroger TorontoPlanning Basis Product and Product CategoryFunds Plan TPM 2007
Planning DetailsProduct/Prod Cat Spend Type Vol Cost Amount
ER Display $8,000Gat Sport
Fund Name Fund Description Budget Reserved Claimed Settled PrepaidF2 Events for Kroger Ontario $50,000 $1,000 $500 $500 $0F3 Events for Kroger corporate $200,000 $166,000 $150,000 $150,000 $34,000
Fund Determination “at work”
Here we can see that fund determination works in a budget transfer
A source fund was selected
Through fund determination, possible target funds were defaulted into the result list
Terminology
Trade Spends – Combination of Spend Type, Spend Method and SpendCategory leveraged for a trade promotion
Intersection Level – Planning at the Trade Spend – Product level. Uplift, unitcosts, etc. are specified at this level
Planning Sheet – The VTS grid that captures the spending at the Trade Spend– Product level
Intersection Level
F5F2Drink C
F1Drink B
F4F3F1Drink A
Off-Invoice
EventRelated
Billback
Trade Spends – Expense Type Mapping
Expense Type drives FM services, especially Fund Usagecreation
Expense Type is Generic
The relationship between Trade Spends and Expense Typewill be a 1:1 relationship
A new customizing setting to enable the mapping betweenTrade Spends and Expense Type based on the followingparameters of the Trade Spend:
Spend TypeSpend CategorySpend Method
A sample “Trade Spend - Expense Type” mapping might beas follows:
OIOff InvoiceShipmentDiscount
BBBill backScan basedRebate
ExpenseType
SpendMethod
SpendCategory
Spend Type
Expense Type
MDF:Marketing
EventExpenses
TPM:SpendType
FMServices
Otherapplication
Configurability – Fund determination profile
PromotionType
Funddetermination
Profile
Every promotion uses a fund determination profile
Fund determination profile to adjust the different filter values
Ignore
All levels in Hierarchy or attribute not specified
All levels in Hierarchy
Direct match or attribute not specified
Direct matchProduct Hierarchy
Ignore
All levels in Hierarchy or attribute not specified
All levels in Hierarchy
Direct match or attribute not specified(Note: the calling application will pass whichaccount hierarchy to traverse and the date to beused for hierarchy traversal)
Direct matchAccount Hierarchy
Hierarchical match
Direct match(Note: the calling application will pass whichaccount hierarchy to traverse and the date to beused for hierarchy traversal)
IgnoreTerritory Hierarchy
Hierarchical match
Direct match
IgnoreOrganizational Data
ValueParameter
Fund Type – Expense Type Mapping
The mapping is primarily used in Fund Determination
Funds Type
Expense Type
Trade Spend
0
OIOff InvoiceShipmentDiscount
BBBill backScan basedRebate
ExpenseType
SpendMethod
SpendCategory
Spend Type
Setting Up Trade Funds And Promotions
Beverages
Gatorade Tropicana
Gat SportGat
EnergyTropicana
CitrusTropicana
Sweet
TropicanaOJ
TropicanaLemon
TropicanaMango
Gat Sport20Oz 1Pk
Gat Sport10Oz 1Pk
Gat Sport30Oz 1Pk
Product Hierarchy
Kroger
KrogerCanada
KrogerMexico
KrogerUS
KrogerON
KrogerBC
KrogerMexico
CityKroger SE Kroger NE
Customer Hierarchy
Off-Invoice
Billback
EventRelated
Slotting
Trade Spends
Fund: F1Spend: BillbackProduct: GatoradeCustomer: Kroger
TP
Promotion: 2 for $4Customer: Kroger USSpends:•BillbackProducts:•Tropicana Citrus
Promotions Are Typically Planned at a Lower Level
Beverages
Gatorade Tropicana
Gat SportGat
EnergyTropicana
CitrusTropicana
Sweet
TropicanaOJ
TropicanaLemon
TropicanaMango
Gat Sport20Oz 1Pk
Gat Sport10Oz 1Pk
Gat Sport30Oz 1Pk
Product Hierarchy
Kroger
KrogerCanada
KrogerMexico
KrogerUS
KrogerON
KrogerBC
KrogerMexico
CityKroger SE Kroger NE
Customer Hierarchy
Off-Invoice
Billback
EventRelated
Slotting
Trade Spends
Fund: F1
Product: GatoradeCustomer: Kroger
TP
Promotion: 2 for $4Customer: Kroger NESpends:•Billback•Event RelatedProducts:•Gat Energy•Tropicana Citrus
Funds Management Process
Accruals
Reserved budgets in Funds Management are accrued to ensure that expenses areposted in the fiscal period(s) they occur.
Load Accrual Reference DataSearch and Display Accrual Reference DataCalculate AccrualsSearch, Display and Edit AccrualsPost AccrualsAccrual Reversal
CRM Trade Promotion Management
Process Overview
Trade Promotion• Validity period• Customer• Product(s)• Trade spend(s)• Planned cost
Accruals
Accruals
Fund• Fund type• Customer• Product•Marketing Organization
AccrualRun
Expenses
Fund UsageHeader• Trade Promotion• Expense TypeItems• Fund• Product• Amounts (in FM docs)
Fund Plan determined/Specified on promotion
Fund determination
Creation/Updating
Calculate
and Post
Transfer
CRM Funds Management ERP Financials
Funds Plan
ODS
External application(i.e. Excel)
Financial Accruals – Accrual Calculation Run
Fund Usages for Accruals
$ 2000
$ 10000
$ 1000
Expenses
ACC2
ACC2
ACC1
SpTyp Accruals
$ 2000$ 2000F3
$ 10000$ 10000F2
$ 1000$ 6000F1
BudgetFund
Funds Plan
Fund [Hierachy-Node;ProdCat;SalesArea]
Fund Type
Accrual Profile•Accrual Method•Reference Data
• Selects relevant Fund Usages• Calculates „Expected Expenses“• Posts data to staging area• Can be started in test mode
Accrual Run
• Can be repeated if required• Can be reversed if required• Is batch-enabled• Is assigned to a period
Accrual Staging Area
Expected Expenses
API
EXTRAC
TOR
Manipulation
Info Cube
BI- BPS
Financial Accruals – Accrual methodssupported
The following accrual methods will be supported by the application:
ERP_SVAccrues ERP sale volumes and TPM take rates using the ERP salesvolume agreement accrual rate
FIXED_DTAccrues the amount reserved for the fund usage on a fixed date
FUNDFIXDUsed for fund-based accruals and accrues the entire amount of the fund onthe date the accrual posting is performed (fixed date)
NB_DAYSSpreads the amount reserved for the fund usage equally over the number ofdays that it accrues. The number of days can span several periods.
TPM_PLANThis accrual profile accrues TPM planning data
Financial Accruals – Accrual Posting Run
Fund Usages for Accruals
$0
$0
$1000
Accruals
ACC2
ACC2
ACC1
SpTyp Expenses
$2000
$10000
$1000
$2000F3
$10.000F2
$6000F1
BudgetFund
Accrual Posting Run
•Builds Fund Postings and updates fundusages
•Triggers Account Determination•Extracts data to BI
•Assuming settlements have come in for F2and F3
Accrual Staging Area
Expected Expenses
Fund Postings for F2• Accruals $10000-• Expenses $10000• Spend Type ACC2
ERP FinancialsCRM Funds Management
Transfer to Accounting• Account Determination(Spend Type G/L Account)• SalesOrg CompanyCode• Trigger GL- Posting
Update Fund Usages
© SAP 2007 / Page 103
Funds Management: Current Solution
Trade Funds ManagementFund Types and Allocation RulesFunds Plans, Funds and Budget DistributionFunds Determination and AccrualsPeriod-end Processing
Funds Management Process
Balance Fund Usages
In order to finalize fundusages a Financial Analystcan search for fund usagesSelect one, several or alland finalize them.
Any remaining accruals forthe fund usage are released,difference between thereserved amount and the totalsettled amount per fund iscaptured as ‘variance’ for thisfund usage.
Reserved $ 10.000
Settled $ 8.000
Variance $ 2.000
Closing Fund Usages Releases Funds Reserved ForThe Promotion
Fund 1
Product: ChipsCustomer: Gro4U
Budget: $100K, Available: $87,500K,Reserved: $12,500, Settled: $0
Fund 2
Product: CookiesCustomer: Gro4U
Trade Promotion “TP1”: Gro4U Miami, 2007-09-01 to 2007-09-30
$17,500
$12,500
Spend typeBillback
Fund 2
Fund 1
Fund
10,000 cases$1.75 / caseCookies
10,000 cases$1.25 / caseChips
Planned ScanVolume
PriceReduction
Product
TP1 – Cookies$17,500
TP1 – Chips$12,500
Budget: $100K, Available: $87,500Reserved: $12,500, Settled: $0
Fund Usages
Claim 1: Gro4U Miami 2007-10-15
$16,000
$11,000
Amount
CookiesBillbackTP1
ChipsBillbackTP1
ProductTrade SpendPromotion
$11,000
$16,000
Budget: $100K, Available: $87,500,Reserved: $12,500, Settled: $11K
Consumption against apromotion
Budget: $200K, Available: $182,500,Reserved: $17,500, Settled: $0Budget: $200K, Available: $182,500,Reserved: $17,500, Settled: $16K
Close Fund Usages
Budget: $100K, Available: $89K,Reserved:$0, Settled: $11K
Budget: $200K, Available: $184K,Reserved:$0, Settled: $16K
© SAP 2007 / Page 107
1. Business Process Overview2. Current Solution3. Appendix
Appendix
Integrated Overview
Full integration of TPM includes AOP/ Forecast and APO/ Demand Planning
TPM
TFM
TCM
AOP/FORECAST
APO/DEMAND
PLANNING
Baseline
Base
PromotionAttributes
Prelim Funds
PromotedVolume Promoted
Commitments
Promotions
Claims/Settlements Budget
Availability
Planned Trade Spend(event-based)
ForecastedVolume
Periodic TradeSpend Expense
(non event-based)Accruals
Commitments
Funds
Data Flow: Demand Planning Integration
ERP
BI
SCM
Plan/Actual InfoCube
CRM2007
Create and saveTrade Promotion
(Marketing Planner)
Actual InfoCube
uplift
(incrementalsales
volume)
plan data
copy actual data by SEM function(including hierarchy derivation)
Demand Planning
CO-PA
SD
actual databaseline(copy via SEMfunction)
Baseline forecast
Total forecast
baseline(for display)
CRM Consumer Products Solution Map(Customer and Consumer)
MarketingSolution map
Consumer
Account
Trade &Sales
Brand &Category
SalesSolution map
ServiceSolution map
Strategy Planning Evaluation& Budgeting Execution
KPI Planning
Analytics
Web /
Partners
Direct
Call
centerFieldsales
Branch/ stores
CustomerSegmentation
FundingAllocation
Bus Strategy& Planning
Terms ofTrade
ConsumerSegmentation
ConsumerInsights
CampaignExecution
CampaignPlanning
InteractiveOffers
TargetSetting (Vol,$)
Pricing &Contracts
SalesPlanning
CategoryManagement
MarketingCalendar
PortfolioManagement
MediaPlanning
CreativeContent
MarketResearch
ResponseRates
Field SalesMonitoring
One view ofFinancials
PromotionEffectiveness
BrandPerformance
Third PartyData
PromotionGuidelines NPDI
VolumePlanning
PromotionSimulation
FundManagement TPM
PortfolioPlanning
Account PlanDevelopment
ObjectiveManagement
VisitPlanning
TerritoryManagement
Channel &Cust. Strategy
MarketingDev Funds
ClaimManagement
FundsCheckbook
DeductionValidation
AccrualsManagement
CustomerManagement Prepayments
Chargebacks
Year EndRebate
Promotionsell in
ExpenseReporting
RetailExecution
OrderManagement
PromotionValidation
Fund Re-Allocation
Complaints& Returns
© SAP 2007 / Page 111
Further information
SAP CRM - Roll-Out Maphttps://portal.wdf.sap.corp/go/crm-rollout-map
SAP CRM - Ramp-Up Knowledge Transfer (RKT)http://service.sap.com/rkt-crm
SAP CRM – Demo Portalhttp://crmportal.wdf.sap.corp:1080
SAP CRM – WiKihttps://wiki.wdf.sap.corp/display/SAPCRMHub/Home
SAP CRM - Help Portalhttp://help.sap.com/crm
SAP Public Webhttp://www.sap.com/crm
© SAP 2007 / Page 112
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