SAP Transaction TPM18: A Step-by-Step Tutorial for SAP Users

Welcome to our tutorial on SAP transaction TPM18. In this tutorial, we will guide you through the process of using TPM18, a key transaction code in SAP, to create a new plan in Trade Promotion Management. Whether you are a beginner or an experienced SAP consultant, this tutorial will provide you with the necessary instructions to effectively utilize TPM18.

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Now, let’s dive into our tutorial on using SAP transaction TPM18.

What is SAP Transaction TPM18?

SAP Transaction TPM18 is used in Trade Promotion Management (TPM) to create a new plan. TPM18 allows users to define various parameters and settings for the plan, such as start and end dates, promotion type, and target markets. With TPM18, you can efficiently manage your trade promotions and track their performance.

Step 1: Accessing SAP Transaction TPM18

To start using TPM18, follow these steps:

1. Log in to your SAP system using your user ID and password.
2. Launch the SAP Easy Access Menu.
3. Navigate to the “Trade Promotion Management” folder and expand it.
4. Locate and click on the “Promotion Planning” folder.
5. From the sub-menu, select “Create Plan” and click on “Create Plan” again to proceed to the TPM18 transaction.

Step 2: Understanding TPM18 Transaction Screen

Once you have accessed TPM18, you will encounter the TPM18 transaction screen, which consists of various fields and tabs. Let’s explore each of them:

• General Data: This section contains the main fields for entering general information about the plan, such as plan type, start and end dates, and plan description.
• Plan Parameters: Here, you can define additional parameters and settings for the plan, such as promotion type, target markets, and promotion category.
• Customer Selection: This tab allows you to select the customers for the plan, specifying their relevant details.
• Plan Items: In this tab, you can add the items or products that will be included in the plan, along with their quantities and prices.
• Conditions: The conditions tab displays the pricing conditions or discounts applicable to the plan.
• Attachments: In this tab, you can attach any relevant documents or files related to the plan.

Step 3: Creating a New Plan with TPM18

Now, let’s walk through the process of creating a new plan using TPM18:

1. In the “General Data” section, enter the following details:

   • Plan Type: Select the appropriate plan type for your promotion.
   • Start Date: Enter the start date of the plan.
   • End Date: Enter the end date of the plan.
   • Plan Description: Provide a brief description of the plan.

2. Move to the “Plan Parameters” tab and define the parameters for the plan:

   • Promotion Type: Select the relevant promotion type for your plan.
   • Target Markets: Specify the target markets or regions for the plan.
   • Promotion Category: Choose the appropriate category for your promotion.

3. In the “Customer Selection” tab, select the customers for the plan and enter their details.
4. Switch to the “Plan Items” tab and add the items or products to be included in the plan:

   • Item: Enter the item code or use the search function to find it.
   • Quantity: Specify the quantity of the item for the plan.
   • Price: Enter the price or discount applicable to the item.

5. If applicable, navigate to the “Conditions” tab and define any pricing conditions or discounts for the plan.
6. Lastly, if you have any relevant attachments or documents, go to the “Attachments” tab and attach them to the plan.
7. Once you have entered all the necessary information, click on the “Save” button to create the plan.

Congratulations! You have successfully created a new plan using SAP transaction TPM18.

Step 4: Exploring Additional Functionality

SAP transaction TPM18 offers various additional functionalities to enhance your trade promotion management processes. Here are some notable features you can leverage:

• Modify Plan: TPM18 allows you to modify existing plans. You can edit fields such as start and end dates, promotion type, target markets, and plan items. Simply open the desired plan in TPM18 and make the necessary changes.
• Delete Plan: If needed, you can delete a plan using TPM18. Select the plan you want to delete and choose the “Delete” option. Please note that this action is irreversible, so exercise caution.
• Plan Reporting: TPM18 provides various reporting options to analyze the performance and effectiveness of your trade promotion plans. You can generate reports on sales, profitability, customer response, and more.

Conclusion

In this tutorial, we have provided you with a comprehensive guide on using SAP transaction TPM18 in Trade Promotion Management. We covered the basics of TPM18, explained how to create a new plan, and explored additional functionalities. Remember, continuous learning and practice are key to becoming proficient in SAP.

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