SD Pricing And Conditions Budget Assignment

Use

During market segment planning and sales and profit planning, you can create budgets for sales support measures (e.g. sales promotions) and related special offer discounts. This budget is then used in the sales and distribution system (SD) when conditions (special offer discounts) are maintained for the customer agreement. You can monitor the budgetting process from assignments within the customer agreement to the billing document in CO-PA. This is because the budget assignments are transferred to CO-PA when you maintain the conditions.

You can keep checking the budget assignments by carrying out variance analyses of the planned and available budget. This allows you to monitor sales promotions in detail right from the early stages of profitability analysis.

Process Flow

The process flow for SD-promotion budgets withing sales and profitability planning could appear as follows:

1. In sales and profitability planning you can create budgets for individual sales support measures.
2. Budget assignmets are created in SD for the conditions to be granted for the customer agreements.
3. In reporting, you can control the availability of funds for sales promotion by market segment.
4. The data flow at the points of "condition maintenance", "create sales order" and "billing document" makes it possible to carry out reporting in the profitability analysis with maximum precision all along the business process chain.
5. Based on the planned structure, you can use a hierarchical representation to specify the market segments for which budgets can be created. This ensures consistency during planning, because budgets can then only be created in the allowed market segments.