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Former Member

Planning Sales Target and Budget

Hi Gurus,

Our client is Planning to do Account and Contact Management.How can we plan Oveall Sales Target and budget in BI, What settings have to be done?

many thanks,

Muralidhar Prasad chatna

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  • author's profile photo Former Member
    Former Member
    Posted on Jun 16, 2008 at 06:11 AM

    Hi

    thisis theprocess or budget/account planning in crm according to Accounts andContact Management.

    1. Plan overall sales target and budget (BI system)

    It is possible for company headquarters to set sales targets at product-brand level, and then to distribute these targets top-down.

    This must be set up separately in the BI system.

    2. System receives sales targets (CRM Server)

    3. Plan sales figures and promotions by account (CRM Server)

    Planning is driven from past sales as well as from target information. Account planning enables you to do total sales forecasting, and includes discount and rebate planning. In addition, trade promotions that are related to the account plan are displayed.

    4. System receives plan data (BI system)

    Account Planner sends planning data to the BI system. The data is therefore available for reporting, and for integration with other planning applications.

    5. System generates pricing conditions (CRM Server)

    The system generates pricing conditions from the discounts or rebates that you enter in the account plan.

    6. System receives pricing conditions (SAP ECC)

    Account Planner sends pricing conditions to SAP ERP Central Component (SAP ECC). When a customer orders a product, the system includes the discounts agreed in the account plan in the sales order.

    Hope it helps

    Regards

    Manohar

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  • author's profile photo Former Member
    Former Member
    Posted on Jun 16, 2008 at 07:42 AM

    Hi

    The BPS layouts are used to define the characteristics and key figures that you will use for planning. The layouts are attached to a planning profile and linked to a planning area, level, ...

    The values stored for a marketing plan are stored in an infocube in BW and not in a transparent table in CRM. The basic data screen, dates, business partners, attachements, condition records are stored in CRM but the characteristic/key figure combinations are stored in BW.

    There is configuration in CRM that links the planning layouts to a specific marketing campaign type.

    Regards

    Manohar

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    • Former Member Former Member

      Hi yaar,

      Just i told wat hapens in BI, abt settings i will ask my bi consultant if possible i will give but dont expect,

      it is better to ask the same issue in bi forum so that u can get quick answer

      if u get pl give me also

      if u find any doc pl send it to me also please

      thanks and regards

      Manohar

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