Transferring budget allotments from Sales and Distribution (SD) to CO-PA


In sales and profit planning, you can create budgets for sales and promotional campaigns, such as advertising campaigns and the associated rebates.

In Release 4.0, you can assign these budgets in SD by maintaining the corresponding condition types for customer agreements (sales campaigns, promotions, and bonus agreements). These budget assignments are then posted to CO-PA.

You activate the transfer separately for each condition type and operating concern. In the information system, you can compare the allotted budget funds with a budget planned in CO-PA. This allows a passive availability check.

Change system parameters in customizing

To activate the transfer of budget allotments, you need to select the field "Budget allotments" for the relevant condition types in Customizing under Transfer of sales agreements.