CRM and CX Blogs by Members
Find insights on SAP customer relationship management and customer experience products in blog posts from community members. Post your own perspective today!
cancel
Showing results for 
Search instead for 
Did you mean: 
naveen_kumar202
Explorer
4,774
Introduction

SAP Trade Management is a solution provided by SAP for Consumer Packed Goods (CPG) Industries. It is a robust solution that is well integrated with SAP BW, S/4 HANA systems. SAP Trade Management offers extensive functionality for planning and managing trade promotions, customer business planning, as well as trade management analytics.

In this blog, I am explaining the basic configuration to setup the Responsibility area. Responsibility area is the central object or you can say heart of a Customer Business Plan. Responsibility area is created for a Sales organization and Account hierarchy node or Plan-to. There is 1:1 relationship between Responsibility area and Account hierarchy node.

You can easily assign multiple product category to a Responsibility area on which KAM has to work on.

Responsible area contains below important planning attributes.

  • Query Profile:


Query profile contains multiple queries. These queries determines the Planning Layout and KPI’s in Customer Business Plan. You can configure the Query profile under:

IMG path ->Customer Relationship Management -> Trade Management -> General Setting -> System Settings -> BW Query Determination

  • Integrated Planning Profile Group:


Planning profile group contains master query for a Customer Business Plan. You can configure the Planning Profile group under:

IMP path -> Customer Relationship Management -> Trade Management -> Customer Business Planning -> CBP Planning -> Key Figure Planning -> Define Integrated Planning Profile Groups

  • Time Period Profile ID:


Here you maintain the periods that are shown on the Customer Business Planning time selector.You can configure the Planning Profile group under:

IMG path -> Customer Relationship Management -> Trade Management -> Customer Business Planning -> Basic settings -> Planning period -> Maintain Flexible Time Periods

  • Hide TU Views or Hide CU Views or Hide NU Views:


You can use these functionality to hide any views to be visible in CBP.


Fig. TPM Responsibility area


Creating a Responsibility area

You can create a Responsibility area manually or by using upload program functionality provided by SAP. Access the below functionality by using below navigation.

SAP Menu -> Customer Business Planning -> Upload Data -> Responsibility Area

/JBPC/DMC_DLOAD_RA - Download Template

/JBPC/DMC_LOAD_RA2 - Upload Excel and Load Data


Fig. RA Template



Fig. TPM Screen shot



Fig: TPM Screen shot


Once you create and activate the Responsibility area, BW system need to extract this RA. You can check this under InfoObject 0CRM_TR as shown in below screen shot.


Fig. BW Screen shot


Learning

After reading this blog, you should’ve have a good understanding of Responsibility area and how it works.

SAP Note

2691744 - Responsibility Area change history does not include Employee, Product Category assignments.

2880251 - Employee Name and ID values of the position vanishes from the user assignment in responsibility area.
1 Comment
Labels in this area