Display pallets are special kind of products used in trade promotions. A display pallet consists of multiple quantities of one or more products. In the trade promotions these display pallets can be used independently so the customers buy the whole display pallet and therefore purchase all the products within the pallet. Alternately the products within the display pallet can be sold and promoted separately. In these scenarios each of the products contained in the display pallet might have a different discount structure than the discount pallet itself.
The example shows 2 products.
To provide additional promotion support both products are used in a display pallet.
When used in a trade promotion the display pallet product is entered in the products assignment block. System explodes the display pallet product into the product categories of the assigned products .
The promotion then contains the entered display pallet product together with the products categories included in the display pallet product. In the example there are the following 3 products included in the trade promtion: the display pallet product SWEETS, together with the products categories Cookies and Chocolate Bar.
The trade promotion is then executed the display pallet product, but can also be executed on product level. Discounts may be offered on display pallet level or on product level.
In that example the producer offers the following discounts to the retailer, depending on how the products are purchased. The orders may be placed for the display pallet (50 cases Cookies and 30 cases Chocolate Bars), the retailer then gets a discount of 150€. Alternatively the orders may be placed for the products, the retailer then gets a dicount of 1€ per case for Cookies and 2,5€ per case for Chocolate Bars.
Product Master Data
To be used in the display pallet scenario the products need to be defined as structured product that has items with an item category group defined as display-pallet relevant. This identifies the product as a display pallet. The components have the information about the assigned products together with the quantity.
Product Assignment
A trade promotion that is enabled for the display pallet scenario allows only display pallet products. The search help only returns products with display pallet item category group.
Products can be entered in the products assignment block only. The product category assignment block is in display mode only. The product categories are automatically populated from the display pallet structured product.
The product explosion happens in CL_CRM_MKTPL_TPM_PCAT_ASSIGN=>SET_PALLET.
Planning
In the planning layout the display pallet product is exploded as well. Since planning is enabled on display pallet product level and on individual product level the following product lines are created:
| SWEETS | display pallet | input ready |
| Cookies | display pallet product category | read only |
| Chocolate Bar | display pallet product category | read only |
| Cookies | individual product category | input ready |
| Chocolate Bar | individual product category | input ready |
The editable display pallet product line is for planning on display pallet level. The read only product lines are created for displaying the product lines in the display pallet scenario. The editable product lines are created for planning on product level. Technically the BOM explostion for the planning layout is happening in BW in BAdI UPX_LAYOUT_RENDER standard implementation UPX_DISPLAY_PALLET in method ADOPT_PLAN_DATA.
The planning layout shows the display pallet product, together with the assigned product categories, and the indiviual product categories.
In this example the product column shows the guid of the display pallet product, the product categories of the assigned products appear with the display pallet product guid in the source product column, whears the individual product categories have the product and the source product column empty. This is as per the definition in BPS0 and UPX_MNTN in BW.
Customizing
In a first step the product item category group relevant for the display pallet scenario need to be defined.
Customer Relationship Management
Trade Promotion Management
Basic Data
Products
Select Item Category Groups for Display Pallets
This item category type then needs to be assigned to the relevant products.
To use the display pallet scenario the trade promotion must be defined as display pallet promotion. This is to be done in the following customizing:
Customer Relationship Management
Marketing
Marketing Planning and Campaign Management
Basic Data
Define Types/Objectives/Tactics
The display pallet attribute is linked to the trade promotion type.
In the next steps a minumum level of the product hierarchy to explode to for long and short term trade promotions needs to be defined using the following customizing path:
Customer Relationship Management
Trade Promotion Management
Basic Data
Products
Assign Product Hierarchies
Known Issues
There are some known issues related to the display pallet scenario. The issues should be solved with the following SAP notes:
1910637 Display pallet error for a promotion type that is not a display pallet related
1884200 Display Pallet promotions with multiple categories fail
1835646 Add attribute for Display Pallet scenario in custom xml
1558331 Display Pallet components cannot be corrected
1493107 Remove empty categories from Display Pallet Planning
1487358 List price conversion error with Display Pallet products
1395682 TPM, Display Pallet, Planning, components are displayed
1303373 Display Pallet - Product implosion issues
1302345 Display Pallet - Wrong bill of material explosion
1302240 Display Pallet - Defaulting of Product Planning Basis
This document should provide an overview about display pallets in trade promotions. In case you feel anything is missing, or anything is unclear please let me know.