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Re: Funds management by period

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Hello,

 

I'm not sure if CRM Funds Management can fulfill the whole requirement. The design is the following:

 

The full amount is reserved while releasing the trade promotion. There is no such period split available.

 

While building accruals you can use the accrual profile as 'Accrue Amount Equally for Accrual Dates' (NB_DAYS). This will then distribute the accrual amount over the whole TP period. You will find detailed information within the following customizing path:

 

Customer Relationship Management

Funds Management

Accruals

Define Accrual Profiles

 

Further you can use BAdI CRM_FM_ACL_CALC to influence the accruals calculation - available with the following customizing:

 

Customer Relationship Management

Funds Management

Accruals

Business Add-Ins (BAdIs)

BAdI: Accrual Calculations

 

Within the claims process there is a way to specifiy the maximum payable amount - this may fulfill your process requirement. Please refer to the online help:

 

Claim Processing and Validation - TPM with SAP ERP Enhanced Rebate Processing and Funds and Claims - SAP Library

 

What I'm wondering is how to design the fund management to maintain the values per period within a fund.

 

I created a document some time ago, this may also help to answer at least parts of your question:

 

 

Funds Management Integration in CRM Trade Promotion Management

 

regards,

Johannes


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