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EncartaLabs

SAP Trade Management - Business Process

( Duration: 3 Days )

The SAP Trade Management - Business Process training course provides a deep understanding of the Trade Management end-to-end business process, and solution benefits, capabilities and architecture.

  • General experience with SAP BW
  • General experience with SAP CRM and SAP ERP
  • Knowledge of Consumer Products Industry
  • Attend a training on SAP CRM Customizing Fundamentals or equivalent practical experience.

This SAP Trade Management - Business Process workshop, is ideal for:

  • Consultants
  • Business Process Owners / Team Leads / Power Users
  • Architects
  • Business Analysts
  • Developers

COURSE AGENDA

1

Business Context

  • Describe the industry challenge
  • Explain the END-TO-END Business Process and understand the different business roles
  • Understand the importance of the end state analytic needs when implementing SAP Trade Management
2

Sales Planning and Budgeting

  • Explain the Sales Planning and Budgeting Process
  • Explain the planning structure used in the business process
  • Understand the main activities in the planning preparation including the top-down distribution of targets
  • Explain the funding structure
3

Customer Planning

  • Explain the Customer Planning Process
  • Explain the benefits of creating a planning product hierarchy
  • Explain usage and maintenance of assortments
  • Explain options to populate the customer promotion plan
  • Explain how to evaluate customer plan against sales target, funds, KPIs
  • Explain how to create and maintain alternative scenarios
  • Explain the different types of approval and version management
  • Explain how the forecast is calculated
4

Promotion Planning

  • Understand the different methods used by the account manager to build up their promotional plan
  • Understand the essential elements of a promotion, the different trade investment and how to plan the overall promotional volume that will be achieved
  • Understand the overall impact of the promotion on the plan
  • Evaluate alternative approaches to run the promotion in order to find the best option
  • Understand the impact and the generated activities when approving a promotion
5

Execution and Settlement

  • Explain how the discount and rebate accrual conditions are generated and applied in sales order
  • Define the In-store preparation activities and the In-Store Tracking activities
  • Explain the accruals management process for building the accruals for all conditional investments that are based on the performance of the customer and the different accruals calculation
  • Explain the settlement process for a deduction and invoice claim

Encarta Labs Advantage

  • One Stop Corporate Training Solution Providers for over 6,000 various courses on a variety of subjects
  • All courses are delivered by Industry Veterans
  • Get jumpstarted from newbie to production ready in a matter of few days
  • Trained more than 50,000 Corporate executives across the Globe
  • All our trainings are conducted in workshop mode with more focus on hands-on sessions

View our other course offerings by visiting https://www.encartalabs.com/course-catalogue-all.php

Contact us for delivering this course as a public/open-house workshop/online training for a group of 10+ candidates.

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