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Author's profile photo Sambit Mishra

Dynamic Product Proposal

Dynamic Product Proposal:-

A product proposal is a list of products for a specific customer that is automatically proposed during sales document processing. You can decide for yourself which material should be displayed as product proposal in the sales document. You can also determine the sequence in which the materials appear in the product proposal  or  we can say it is the concept by which system automatically (dynamically) proposes all the materials that the customer regularly purchases as soon as the Sold-to-Party number is entered.

The product proposal is both an entry help and an aid to sales support and promotions. It is particularly helpful in Telesales, where the employee automatically receives a display of all the materials that are interests to particular customer. This helps them to provide appropriate advice to the customer quickly and easily. The sales document history enables you to analyse the purchasing behavior and recognize early on if it changes, for instance, when the customer suddenly stops ordering a product.

We can determine product proposal from different data sources:-

  • Order History
  • Listed Materials
  • Excluded Materials
  • Item Proposals.
  • Customer-Material Info records
  • Customer specific Data sources.

Configuration Settings:-

Menu Path:-

IMG Screen – Sales & Distribution – Basic functions – Dynamic product proposal

  • Define Customer procedure for product proposal

Example – ‘A’ – Product Proposal

(In Sales area data of the customer master section, Sales tab, we have to assign the customer procedure for product proposal i.e ‘A’ – Product proposal,   accessible via VD01/VD02 ).

  • Define document procedure for product proposal:-    

Example – ‘A’ – Product proposal

  • Assign document procedure for product proposal to sales document types:-

We have choose the sales document type (e.g – OR) and assign document procedure for product proposal as ‘A’.

After this we shall save it & go back.

  • Maintain table of origin for product proposal:-

Here we will do New entries(F5) and maintain the source tables so as to propose the materials dynamically in the sales order, system requires the source from where the materials are going to be proposed by using one function module.

Source table :-

A- Order History

B- Listing

C- Item Proposal

D- Customer-Material Info record

E- Exclusion

  • Define product proposal procedure and determine access sequences:-

Example – We select the proposal ‘A00002’ – PP – Online and click on the access sequence control button under the dialogue structure and assign relevant function module to copy the materials from required source.

Function Module name :-

  • SD-DPP-Cross Selling
  • SD-DPP-Customer Material Info Record
  • SD-DPP-Exclusion
  • SD-DPP-History
  • SD-DPP-Listing
  • SD-DPP-Product Proposal
  • SD-DPP-READ.

We will go for function module SD-DPP-Product Proposal in our example and Save it.

  • Maintain procedure determination (Online) for product proposal:-

Here in New Entries(F5) we will maintain the values in the table :-

Sales Org Distr Channel Division Sales Office Sales Group PP for Customer PP for Document PP Procedure
0001 01 02 IN11 IN01 A A A00002

We will save it and go back.

Now after the configuration is over we can create a sales order(VA01) and check Dynamic Product Proposal effect by Specifying the Sold-To-Party Number.

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      6 Comments
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      Author's profile photo Former Member
      Former Member

      Thanks a lot Jyoti for sharing this information

      Author's profile photo Jyoti Prakash
      Jyoti Prakash

      Hello Moshira Ismail

      Well it's original poster/owner is Sambit Mishra. So, main credit goes to him.

      As Space Moderator, I was only involved in some cosmetic modification to this document. But, this post is really helpful in SD space. As after this document, I can hardy see/find any basic question on Dynamic Product Proposal.

      Author's profile photo Former Member
      Former Member

      I agree with you it is really helpful and listing everything about product proposal

      Thanks a lot Sambit Mishra for this document and for your efforts

      Regards ,

      Moshira

      Author's profile photo Sambit Mishra
      Sambit Mishra
      Blog Post Author

      Pleasure Moshira Ismail!!

      Author's profile photo Sambit Mishra
      Sambit Mishra
      Blog Post Author

      Thank you very much Jyoti!!

      Author's profile photo Sudip Sinha
      Sudip Sinha

      HI Sambit,

      Indeed it is very valuable information and make my understanding clear.

      My Business Scenario is little different, I hope I may get some idea how to achieve it...

       

      Business has requirement to propose product through “Ship to” order history at sales order level. So far logic of product proposal is through “Sold to” sales history at sales order level.
      Usually in our business, a Sold to can have many Ship to. A Sold to is Store and Ship to are actual customers (Cattle Farmers), and it keep changing on every sales order. However for now it is just proposing products on sales order based on last sales order created for Sold To.

       

      Thanks

      Sudip