Goals

  • This course will prepare you to:
    • Course participants will learn about the business processes in the SAP Trade Management solution and key capabilities of the solution

Audience

  • Application Consultant Business Analyst Business Process Architect
  • Business Process Owner / Team Lead / Power User
  • Data Consultant / Manager
  • Developer
  • Developer Consultant
  • Enterprise Architect
  • Program/Project Manager
  • Solution Architect

Prerequisites

Essential

  • CR100CRM Customizing Fundamentals
  • General experience with SAP BW
  • General experience with SAP CRM and SAP ERP

Recommended

  • Knowledge of Consumer Products Industry
  • General experience with SAP BW
  • SCM620Pricing in Sales and Distribution

Course based on software release

  • SAP CRM 7.0 EhP3 or higher
  • SAP ECC 6.0 EhP5
  • SAP BW 7.4 or higher

Content

  • Business Context
    • Trade Management: Motivation and Overview
    • Key element for success
  • Sales Planning and Budgeting
    • Planning Preparation
    • Target Distribution
    • Funds Setup
    • Customer HQ Negotiation
    • Planning Management
    • Focused Execution
  • Customer Planning
    • Planning Setup
    • Account Strategy
    • Baseline Planning
    • Promotion Planning
    • Plan Approval
    • Operational Plan Execution
  • Promotion Planning
    • Promotion Entry Points
    • Promotion Timing, Products & Tactics
    • Promotion Volume & Investment
    • Promotion Optimization
    • Promotion Approval
    • Promotion Monitoring
  • Execution and Settlement
    • Order-to-Cash Integration
    • In-Store Preparation
    • In-Store Tracking
    • Accruals Management
    • Claims & Settlement