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