Creating Promotions

You can use the Analyze Promotions app to study the promotion data that has been loaded to SAP Integrated Business Planning (SAP IBP) from an external system, and to look behind the figures in forecasting to learn if there was any promotional impact.

The Analyze Promotions app only shows data of the baseline version.

You can do the following:

• Check promotion data after data transfer from an external system, for example.

• Create promotions from scratch.

• Exclude promotions from forecasting, or include promotions in forecasting.

• Change the location split of promotion quantities.

• Review the promotion success.

• Add notes to a promotion.

• Share a promotion in a group on SAP Jam, and comment on a shared promotion.

• Delete promotions.

To integrate trade promotion data in SAP Integrated Business Planning for demand, set up a planning area that fulfills certain requirements. These requirements are then checked during the activation of the planning area.

A planning area for promotion integration must meet the following requirements:

• One of the attributes in the planning area has the Promotion ID business meaning assigned to it.

• One of the attributes of the planning area has the Product ID or Product Group ID business meaning.

• One of the attributes in the planning area has the Product Description business meaning assigned to it.

• One of the attributes in the planning area has the Location ID business meaning assigned to it.

• One of the attributes in the planning area has the Promotion Source ID business meaning assigned to it.

• The planning area contains key figures that have the Promotion Uplift and Promotion Final, or Promotion Total and Promotion Final business meanings assigned.

Additional settings:

• Promotion Master Data Type and its attributes.

  For promotions, a master data type must be available in the system.

  The promotion master data type must have root attributes with the following business meaning assigned:

  • Promotion ID

  • Promotion Source ID

    The promotion master data type must have an attribute with the Promotion Description business meaning.

• Planning Levels

  Promotion level is a planning level. Promotion data is transferred at this planning level from the trade promotion system. The promotion level is the base planning level of the Promotion Uplift (Source, PROMOUPLIFT) and the Promotion Totals (PROMOTOTAL) key figures.

  The promotion level must contain root attributes that have the Promotion ID, Promotion Source ID, and Product ID or Product Group ID business meanings assigned. The promotion level can contain five more root attributes, each representing the customer, customer group, product group, location, brand, and category master data, or the time level (such as daily). If the promotion level contains root attributes that have no business meaning assigned, the Analyze Promotions app shows data aggregated over the root attributes with no business meaning. You cannot set a filter based on the root attributes with no business meaning assigned.

  A planning area can have one promotion level only.

• Key figures

  The following assumptions were made when the modeling of promotions was created for SAP6:

  • The planned sales lifts are loaded into SAP IBP. If it is not the sales lifts but the total planned quantity that is integrated, you need to adapt SAP6 accordingly.

  • The promotions are loaded into SAP IBP at the product/customer/week level. If the promotions are at a different level (for example, product group), you need to adapt SAP6 accordingly.

  The following table includes the key figures that are used for promotion integration:

  Key Figure ID	Key Figure Name	Comment
  PROMOUPLIFT	Promotion Uplift (Source)	This key figure is used to store promotion sales lifts as planned in the promotion planning tool and uploaded into SAP IBP. It is a stored key figure used at the promotion/product/customer/week level. Promotions are typically not planned at the location level, therefore location is not part of the planning level of this key figure.
  PROMOLOCATIONSPLIT	Promotion Location Split	This key figure is used to store split factors. Split factors are used by the system to disaggregate the promotion numbers at the location level. Numbers can be uploaded or manually changed in the SAP IBP, add-in for Microsoft Excel.
  PROMOSPLITALL	Promotion Uplift (internal key figure)	This key figure is used to store the disaggregated promotion sales lift (PROMOUPLIFT) data. It is used only internally by the system because it includes all promotions. Promotions can have the status "included" or "excluded".
  PROMOSPLIT	Promotion Uplift	This key figure is used to store the disaggregated promotion sales lift data for "included" promotions. This is the promotion key figure used for planning and forecasting.
  PROMOSPLITHELPER	Helper Key Figure for Promotion Split	This is a helper key figure used internally by the system within the promotion disaggregation process.
  PROMOBASELINE	Sales History Without Promotions	This key figure is used to store values for the sales history with the promotion effects removed from it. It is calculated by statistical means within the promotion sales lift elimination pre-processing step.

The following key figure IDs are mandatory when promotion data is used:

• PROMOUPLIFT

• PROMOSPLIT

• PROMOSPLITALL

The following key figure IDs can be replaced by other key figure IDs:

• PROMOBASELINE

• PROMOSPLITHELPER (if used, the copy operator needs to be adapted also)

• PROMOLOCATIONSPLIT

The Analyze Promotions app can be started in the following ways:

• From the SAP Fiori launchpad

  To start the app from the SAP Fiori launchpad, choose the Analyze Promotions tile in the launchpad.

  Note

  If you have set a default planning area in the User Preferences app, the Analyze Promotions app starts with this as the planning area.

  If you have saved a variant for the Analyze Promotions app, and set the variant as a default, the app starts with the planning area in the default variant, and overrides the default planning area set in the User Preferences app.

• From SAP IBP, add-in for Microsoft Excel

  Use the Promotions button in the Web Client group on the SAP IBP tab in the ribbon. The Analyze Promotions app opens in your default browser.

  If you have a default value for the planning area coming from the User Preferences app, or from the default variant saved for the Analyze Promotions app, data from the default planning area is displayed. Otherwise, you are prompted to select a planning area.

  If you have default values for the planning area from both the User Preferences app and the Analyze Promotions app, the system uses the default value from the Analyze Promotions app.