Where do we maintain budget in marketing plan

where do we maintain budget in marketing plan
any information is  rewarded .
thanks in advance

hi ,
planning, budgeting, and performance monitoring is carried out using SAP NetWeaver Business Intelligence (BI). Posting of budget data takes place in SAP ERP Core Component (SAP ECC).
  1.      Create and maintain marketing plan (CRM Server)
You create a marketing plan in the CRM Marketing Planner, maintain details, define the hierarchical structure of your plan, and assign marketing plan elements. When you save this marketing plan, it is transferred to the BI system for reporting purposes.
       2.      Plan marketing key figures (CRM Server)
Once you created a marketing plan, you plan key figures for that marketing plan directly in the CRM Marketing Planner. The planned key figures are transferred to the BI system where they can be used to plan the budget.
       3.      Release marketing plan (CRM Server)
When you completed your planning, you release the marketing plan. The data is transferred to SAP ECC Profitability Analysis (CO-PA).
       4.      Commit and release budget data to ERP (BI)
In the BI system, you commit budget data and release it. It is transferred to CO-PA, where it can be used to evaluate the costs of the project.
       5.      Compare plan/actual revenue and cost (BI)
In the BI system, you can monitor response and success rates, monitor open orders, and compare plan/actual revenues and costs.
i get this from sap library...
hope this help
best regards
Indah Puspita

Similar Messages

  • Planning profile creation in budgeting in marketing plan

    Dear all,
    Please explain me how to create the planning profile and assign it to planning profile group in budgeting in marketing plan.I am unable to create the planning profile while creating the planning profile group.Please brief me.

    Hi Ramesh,
    Below link will help you a lot..
    Settings for Key Figure Planning (SAP CRM) - SAP for Consumer Products: Documentation for Solution Manager Co - SAP Libr…
    Rgds
    Hari

  • Budgeting in Marketing Plan

    Hi Folks,
    I could enter enter and save planning figures in campaign and marketing plan. But I don't get anything after clicking on Budgeting tab in MP. Is there any authorization object which needs to be added in user role?
    Please suggest.
    Regards,
    Nikhil

    Hi Nikhil,
    If I understood your issue correctly, after you click on 'Budgeting' button on marketing plan, system does not display the top-down budgeting. If this is the case, there is a customizing entry which has to be maintained in  the navigation bar profile . I believe the entry is found in define OP mapping. please compare your navigation bar profile with standard one of business role MARKETINGPRO.
    Regards,
    Subash.

  • Not clear with the Authorization concept for Marketing Plan

    Hi All,
    I am new to CRM and was going through some of the prescribed document for CRM marketing
    when i encounter with the authorization concept in marketing plan,for example how
    can i restrict a user with a campaign manager role from changing marketing plan.please
    provide the step by step procedure.
    Regards,
    Sanju

    Hi Sanju
    User with a campaign manager role can be restricted for changing marketing plan using authorization group.
    We define authorization groups for use in the Marketing Planner. Authorization groups can be maintained at both marketing plan level and campaign or trade promotion level. Authorization groups enable us to control which users are authorized to change which of these two types of marketing project. We could, for example, define one authorization group to be assigned to a marketing plan, then define further authorization groups to be assigned to the different campaigns within the marketing plan. In the Marketing Planne.
    Follow below steps
    1. Define authorization group using following IMG Path
    Customer Relationship Management / Marketing / General Settings / Define Authorization Group.
    2. In authorization object CRM_CPGAGR of the role Campaign manager maiantian activity 01, 02, 03 ,06 (this will allow user to create, change, display and delete)
    3. IMG defined authorization group ex: ABC can be seen under the tabstrip Basic Data of marketing plan.
    4. Now user have to choose the Authorization group ABC from the drop down in Basic tab to create a marketing plan. User will get the change access for all the marketing plan which have the authorization object ABC.
    Hope this will help...
    Rgds
    Mallikarjun

  • Marketing Plan Element Authorization

    Dear All,
    We are working on SAP CRM 2007 and have a business requirement.
    We want to make a role that can only approve or release marketing projects. We do NOT want this role to be able to create anything like marketing plan, marketing plan element or campaign. The marketing project constitutes of marketing plan, marketing plan elements and campaigns
    We managed to make it work for campaigns and marketing plans but we cannot exclude marketing plan elements.
    The user is stil able to create them.
    Does anyone knows a way to fix this????
    thank you in advance
    Michalis Tamiolakis

    Hello Michalis ,
    You may make use of filed called Authorization Group
    In this activity, you define authorization groups for use in Marketing. Authorization groups can be maintained at both marketing plan level and campaign or trade promotion level. Authorization groups enable you to control which users are authorized to change which of these two types of marketing project. You could, for example, define one authorization group to be assigned to a marketing plan, then define further authorization groups to be assigned to the different campaigns within the marketing plan. In Marketing, the Authorization Group field is located under General Data.
    The path of this is Customer Relationship Management>Marketing>Marketing Planning and Campaign Management>General Settings>Define Authorization Group
    Once you have defined authorisation group, the campaign needs to be updated with this particular field.
    This auth group field needs to be updated for following object in PFCG role for Change & display activities.
    CRM_MPLRES     CRM     CRM Markeitn: Person Responsible for a Marketing Plan
    Another option would to use object "CRM_MPT     CRM     Authorization Object CRM Marketing BusObject Marketing Plan."
    This way you might be able to control the create authorisation for the user.
    Hope it will be helpful to you.
    Regards,
    Rahul

  • New 'Type' within Marketing plan

    Hi Experts,
    I am trying to create a new marketing plan. But, i am not getting any text within the 'Type' dropdown, which is an mandatory field.
    I had a look into SPRO -> CRM -> Marketing -> Marketing Planning -> Basic Data -> Define Types/Objectives/Tactics. It contains values. I am not sure, which setting should i change to make the values available within the 'Type' dropdown of Marketing plan. Can someone please help ?
    Thanks,
    Gaurav.

    Hello  Gaurav,
    . please maintain entries for 'Marketing plan' under SPRO:
         CRM -> Marketing Planning and Campaign Management -> Basic Data
         -> Define Types/Objectives/Tactics
    . please check if the user has the authorization for CRM_MPLCTP. Do not apply the note yet, I would like you to check first if the user has this authorization.
    thanks Willie

  • Tab Budget Allocation in Marketing Plan and Campaign

    Hi All,
    I have problem with tab budget allocation in marketing plan and campaign (t-code: CRM_MKTPL).
    Tab budget allocation is missing.
    my question is where we define tab budget allocation in SPRO?
    My system is CRM 5.0
    Thanks and Regards,
    Fariz

    Hi Fariz,
    On assigning one of the Plannig Profile group from the available drop down either in Marketing Plan or Campaign you should be getting additional tabs like Cost tab, Key Fig tab etc. In cost tab you can allocate the budget for Advertise, Promotion etc. As Gaurav had rightly pointed out this requires BPS integration. For any other cost planning requirement apart from the given standard key figures you would require to define them as key figures in BPS and put them in planning profiles.
    Following is the path where we can define Key Figures in spro
    IMG-->CRM > Marketing> Marketing Planning and Campaign management --> Key Figures Planning
    Hope this might help to start with Key Figure planning
    Regards
    Mallikarjun

  • Marketing planning and budgetting(costing)

    Hello CRM Experts,
    My client wants to implement marketing planning and budgetting (costing). They do not want to use SAP Project System.**
    *.How campaign can be replicated in SAP ECC and assigned to WBS element. Can you please provide your imput as early as possible.*
    Thank you very much in advance
    Eliz

    hi,  guy
    to achieve this, you need to implement the BPS in BW, and make the BPS and CRM integration.
    In standard, CRM Marketing is integrated with BPS,  you can login the CRM and open the BPS windows in Marketing object screen, fill your cost plan or trade plan or sale plan.
    For WBS elment, you need to activate the configuration in PS mode and middleware between CRM and ERP.
    If you don't need to use PS, maybe you can use Claim in CRM to manage the expense and cost in campaign.

  • Marketing plan Budgeting and Capturing actual costs of Campaigns

    Hi Experts,
    Is it possible to do
    - Budegeting for Marketing plans
    - Capturing the actual costs of the campaigns
    with SAP CRM Marketing which is not integrated with ECC.
    Please advise.
    With Regards
    Nadh

    HI Nadh,
    You can create the structure of your Marketing plan & the Planning profile in CRM.The Budgeting & cost planning would be captured in BI.So the answer to your question is No, you cannot do it in CRM alone.
    Please refer the below link from help.sap and check Marketing Planning and Budgeting
    http://help.sap.com/saphelp_crm50/helpdata/en/b4/8a6a41d1527e47e10000000a1550b0/frameset.htm
    Regards,
    Naveen Parimi
    Edited by: Naveen K. Parimi on Aug 26, 2009 5:38 PM

  • Object moving locked in marketing plan

    Hello,
    We have created a marketing plan with a specific nomenclature.Then we have released it so that the budget can be transfered to BW and then to R/3.
    But it shows the status as Object moving locked where as it should be with status approved and released.
    Will there be any problem in future if the marketing plan is of staus object moving locked.
    Regards,
    Divya

    Hi Cristina,
    Check into Customer Relationship Management->Marketing->Marketing Planning and Campaign Management->System Landscape->Define ERP Integration Type
    I hope that helps.
    Best regards.

  • Product pricing in marketing plans

    where do u maintain prices for products in marketing plans?
    Thanks in advance
    Prasad

    hi
    We are not maintaining pricing for product in Marketing plan. It is mainatined in R/3 and then downloaded to CRM from where it is picked up in marketng plan.
    Pankaj

  • Marketing Planning Planning and Actual Cost

    Hi
    We have a clinet requirement, where they want Marketing Planning functionality to be implemented. They want to use Budget Planning and Actual cost tracking functionality. Now as per my understanding we use SEM/BI for planning (Key Figure) and PS or COPA integration for Actual Cost Tracking.
    Is my understanding correct and what are the steps required for the two. Client has currently implemented SEM/BI and ECC, but PS is not in scope. So we will have to capture Actual Cost using COPA.
    Thanks & Regards
    Hits

    Hi Hitesh,
    The below link could answer your questions
    http://help.sap.com/saphelp_crm70/helpdata/EN/46/606830234f0db7e10000000a1553f6/frameset.htm
    Hope this helps,
    Regards,
    Naveen

  • Transfer of Marketing plan hierarchy to WBS

    Hi, we are trying to transfer a marketing plan and want to assign actual costs of the plan or even the campaign using the WBS element.
    On status change the marketing plan is transferred to BI - data was received in BI as also tested, but no transfer to R/3 takes place. How do we assign which WBS element in R/3 should be used for the assignment ? or how can WBS elements be created in R/3 from CRM on status change of a marketing plan ?
    I have gone through the help documentation and previous user posts but cannot find a helpful and specific pointers - [This|http://help.sap.com/saphelp_crm60/helpdata/en/46/03f345add73482e10000000a1553f6/frameset.htm] URL was helpful but not specific
    Kindly help.
    Regards.

    Hi,
      If you want to transfer plan data from CO-PA to profit center accounting then you either have to compress/summarize the characteristic 'product number', or you have to maintain a representative material in profit center accounting (and assign it to the correct material).
    In the PCA summary records (table GLPCT) we don't know the field material number ARTNR. PCA only has the representative material. So the representative material has to be derived from the ARTNR of CO-PA.
    If you have not maintained a representative material for all materials you get summary records with representative material initial.
    So you must maintain the representative materials or you must use summarization for the material.
    regards
    Waman

  • Additional BADI fields for Marketing Planning

    Hi All,
               we have a requirement to add additional fields to BADI for Marketing Planning, where do we configure that and how do we add code associated to it and preferably where do we do the validation for the same.
    Thanks in advance
    Regards,
    Kishore Yerra

    The custom fields in marketing palanner will be an attribute. To add a new field in Marketing planner screen you need to create attributes for a set types. This is done with the transaction COMM_ATTRSET.
    The validations can be done in the BADI. In SAP IMG, Under Marketing planning and campaign management, BADI's are aviailable. Create a new implementation.  (Option : BADI Additonal checking and controlloing options). Include the validations in CHECK_ATTRIBUTE method.
    Data can be accessed using the ELEMENT_READ method on object CL_CRM_MKTPL_APPL_BASE Find values in the return table EX_ATTRIBUTES.
    Use tables CGPL_TASK , CGPL_PROJECT,CGPL_HEIRARCHY to collect the Mkt fields wherever required.
    Set type values can accessed by the ELEMENT_READ method on object CL_CRM_MKTPL_APPL_BASE and finding a value in the return table ET_SETTYPE_VALUES
    Note: You need to be careful in adding the attributes.

  • Displaying Marketing Plan / Plan Elements in Marketing Calendar

    Hi,
    I am unable to view the Marketing Plan and Marketing Plan elements in the Marketing Calendar.
    I am query and see the Campaigns though.
    Can someone please let me know, what settings i need to do.
    Points will be rewarded.
    Thanks,
    Kedar

    Hi
    Do the following customiseing settings for Marketing calender.
    Define search criteria
    Assign Search Criteria
    Assign Graphic Profile for Marketing Calendar
    marketing calender in  PCUI
    Define Views for Marketing Calendar
    You can use marketing plan and campaign to create from marketing calender dropdown values in pcui in GUI as well when you select marketing plan you will get graphical bar to select double click on it  will take you through marketing planner where you define marekting plan and you can change the dates usering the graphical bar by dragging as per date option you can set colours as per your marketing and campaign types as well.
    also apply snotes if you are working on CRM 5.0
    Note 941526 –PCUI calendar.  With related notes 948988 – Marketing Calendar does not print in its entirety ,
    Reward points if helpful
    Regards
    Dinaker vikas K

Maybe you are looking for

  • How to use for each loop in XSLT when my source is a multilayout file and db

    How do I use a for each loop in XSLT when my source is multilayout file and db . My multilayout file is basically contain 2 kind of data one for employee and another for dependent. Now my requirement is I want to read each line of data whether it is

  • How To Save Form Data

    Hello experts, champions and everyone else [Ref: ApEx 3.0.1.00.07 && IE 6 sp2 ] I need to save a lot of data from HTML input elements that are generated/rendered using the APEX_ITEM API. eg TEXT, RADIOGROUP, LOV, HIDDEN etc How is it posible to pass

  • Ios 7 changing color of icons

    changed to ios7 and the background behinf the icon app keys is some awful pinkish color. can this be changed?

  • PL/SQL select list from query

    Hello, I am trying to modifying a PL/SQL process. Wherever there was a reference to the Application ID, I wanted to change it to refer to the Application Alias. Here is the original code: declare    cursor app_cur is       select aa.application_id||'

  • QA lot Status "UD   ICCO SPRQ STUP"

    Hello all, We're facing troubles in calculating inspection stock due to two qa lots with system status "UD   ICCO SPRQ STUP". UDs are reversed for both lots (using ZQMB, sap note: 175842) but status says SPRQ (stock posting required) and the lot quan