SAP CRM TPM Excel Functionalities

By- Rajwant Mishra (Rajwmishra@deloitte.com)

Playlist

Why we need TPM ?

How SAP TPM helps
Software Architecture
Data Communication
Roles
Customizing
Deployment Hurdle
Custom change
Demo

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Quick Question
What did you shop last time where you got some offers ?
Does Product have this discount all the time or some time during
the year ?
Do you shop more when you see discounts or offers ?

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Why we need TPM ?

Typical Cost Structure of a CPG Company

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Marketing Activities

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Marketing COST

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Effect of Ineffective TPM Solutions

What is the Uplift

we are getting

Only 16% of Trade

Promotions are
Profitable

Second largest cost

to the CPG Company
in Marketing
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Org. struggling to get

right KPI

Examples of Promotions

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Good to Know Terms

Customer Hierarchy
Customer Planning Groups, or CPGs, cluster together a number of customers to make
planning easier. Different criteria can be used to cluster customers, such as all
customers belonging to the same banner or all customers of a defined regional area.

Indirect Trade
Retailers that purchase a manufacturers product through a secondary supplier (i.e., a
wholesaler or distributor)

Direct Trade
Retailers that purchase products directly from the manufacturer.

Return On Investment
Measures how well invested assets generate profits during a period. ROI is the
comparison of the net incremental margin generated by the promotional uplift in the
incremental cost of the event. ROI is expressed as: ROI = Net Incremental
Margin/Incremental Cost of the Promotion.

Base Line Volume Uplift Volume Actual Volume Planned Volume

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Total sales

Sales
(With No Promotion)

TPM Quick View

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TPM Excel Overview

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Software Architecture

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Software Architecture

?
Info
to
User

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What is RFC and Why RFC?

The RFC protocol is the standard SAP interface for communication between
an SAP system and other SAP or third-party compatible systems over TCP/IP
or CPI-C connections.

RFCs can be associated with SAP software and ABAP programming and
provide a way for an external program (written in languages such as PHP,
ASP, Java, .NET or C and C++) to use data returned from the server.

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Roles
To use the consumer add-in, the business user must be connected to the SAP
CRM system, with rights to the following RFC function groups, which are used
to call SAP Accelerated Trade Promotion Planning:
GENIL_RFCL
CRM_IMP_RFC

CRM_MKTPL_RFC_SERVICES
You must configure the RFC authorization for SAP Accelerated Trade Promotion
Planning

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Customizing

Localizing the Working Language

Note: English is the default working language.

Search Fields/Pane
Structure of the Columns

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Live demo

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Overview

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Planning Workbook General Layout

Two Menu Ribbon Tabs

Menus icon under the Ribbon

Worksheets Body/ Content Area

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Planning Workbook General Layout

List of worksheets

Status Bar, Message

area

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Lets start

1
Click on Volume
Planning Sheet

Click on Connect
start

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Lets start

Enter your
Username and Password
Click on Sign in

You can use SNC, to perform

single sign on to BW and
systems.

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Note the Message Area

See Message for the Status Message!!!

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Connected.

Icons are Enabled now

See the message

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SAP Consumer Ribbon Overview

Disconnect: Disconnects
Planning Workbook from SAP data
source (option only available
when connected).

Connect: Connects the Planning

Workbook to SAP data source.
Connecting to a data source refreshes the
data in the entire workbook and activates
the toolbar options.

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SAP Consumer Ribbon Overview

Refresh: Restores the last saved (published) data

posted in the Planning Workbook.

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SAP Consumer Ribbon Overview

Calculate: Calculates your planning inputs within

the Planning Workbook without saving (publishing)
to SAP.

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SAP Consumer Ribbon Overview

Publish: Saves data entered in the Planning Workbook to the

database (SAP).
When you make changes to your planning data, it is
recommended that you first select Calculate to see the impact of
your planning inputs before Publishing (Saving) to SAP.

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SAP Consumer Ribbon Overview

Search: Shows or hides the Search Pane. Use the Search Pane to retrieve
data from the SAP data source. You can filter the data in your workbook
using the Search Pane.
You can perform a search in the Search Pane in one of two ways:
1.Specify the search criteria and execute the search
2.Select a search favorite and execute the search

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SAP Consumer Ribbon Overview

Create from Selection / Calendar / Shift Dates:

Promotions can be created and Mass date change

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SAP Consumer Ribbon Overview

Help: Provides useful guidance / tips / reminders.

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SAP Consumer Ribbon Overview

Click on Small Down Arrow to see further Menu Under Help Ribbon ICON

Message Pane is one of the Important Area will refer in this tool for any message

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Error /Messaging : Volume Planning

You can see all the Messages

Error/ Warning/ Information here .
Refer this area when you see
nothing is happening.

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Search Favorites

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Search pane Revisited!!!

To
Close

After we select
data

To start
the SAP
Search

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What is Search Favorites?

Search favorites will help you saving your Search Pane Filter value for future
reference

It will be saved on your local system

You may access it using drop down available under Search Pane heading My
Searches

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Search pane
To create new
Search Favorites

Click down arrow

to list your saved
search Favorites

To delete existing
search Favorites

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Deployment Hurdle

Global and Local IT Involvement

Initial user issue if System related changes are not in Sync

Date & Time issue

Changes or Update to Custom code

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Custom change

Visual Studio VSTO 2010

Any change is Possible

Unlike SAP ABAP, Source code is not shared

C#.net is preferred Language

Macros can be used

I am good in Macro why do I need C#.net to work on this ?

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Advantage

Excel frontend

Intuitive User Interface

Easy to Operate

No Need to Navigate from SAP to Excel

All the Excel related work can be done

With HANA, speed is improving

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Demo

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