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.

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

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

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.

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 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

Urgent need Marketing Planning and Budjet

Hi Marketing Gurus
we have a workshop session on Marketing planning and bUdjet planning
client using CRM4.0,BI/BW 7.0 (Is BPS integrated/built in in BI or have to upgrade it) <b>and no Project System in back-end</b>
1)what is the process flow for marketing planning and budjet if BI-BPS is backend and if no BPS in backend
2)can u please explain the process flow -how cost planning done for planned and actaul
3)which elements should i gather requirements in workshop
4)what exactly crm role in marketing planning and budjet planning and how BW/ECC integrated
I will reward good points urgent need as i have session on monday
Thanks

HI Rajaram,
For your workshop especially on marketing planning you have to have alot of questions to ask them.
basically CRM marketing plan and BI BPS are closely integrated functionalities in campaign management.
Functioanlly find out waht is that they are looking at to gain from budgeting.
basically the lcient would like to fix a budget for the campaign / marketing plan for the financial year and then will break it down for further campaigns / marketing elements. at the end he would like to eveluate what is the budget he planned and what he actually spent. There is no nned of project systems even key figure planning can do plan vs actual cost analysis.
based on this the marketing manager can plan the campaign success and there are standard analytics available for this.
It is not easy to mention all those in this forum and i suggest you can go through these best practices and help in SAP.
check them
http://help.sap.com/saphelp_crm50/helpdata/en/14/98e24044b80b06e10000000a155106/frameset.htm
also check this out
http://help.sap.com/bp_crmv250/CRM_DE/index.htm
and select marketing and check lean management best practices.
No body can guide as better as that
Srini

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.

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

Budget/Actual/Commt/Plan Costs

Hi Gurus,
i am running the below transactions,
S_ALR_87013558 - Budget/Actual/Commt
S_ALR_87013560 – Execute Budget Updates
S_ALR_87013533 – Plan/Actual/Commt
Now my Job is to extract the Data out of these reports,
now since there are so many Finance costs are there , and most of them are being calculated , it's though to get correct Table Logics.
Also debugging the whole standard transactions seems to be impossible,
I tired fetching the report Data using ALV Extraction , but due to fact that ALV is disabled in standard code, i can not, fetching from Spool is also not feasible due to Performance issue.
Also since PS Module interacts with every Other Modules so installing BI Content is also not feasible to me,
Now , can anyone please help to understand , how to fetch data from these reports.
i have already seen so many posts with same problems, but none were able to solve it.
i would love to go with the Table Logic Approach, can you please help me.
Thanks in advance
Aman

You could try to extract yourself the data
Use logical database PSJ or report RKPSEL00 + variant to generate list of objects in project hierarchy
Read CO Total table (e.g. COSS, COSP) or FM (e.g. K_COSSA_READ_MULTI, K_COSPA_READ_MULTI) to access cost for those objects, field WRTTP identify cost type. (actual, commited, budget, etc.)
Regards,
Raymond

ERROR IN SAVING MARKETING PLAN

HI forum
when i saving the marketing plan in 5.0 getting the error like can't get RFC for SEM. anybody suggest how to solve this.

Hi Madhu,
If this error comes u have not definef the terget systen for ur mktg. Go to IMGCustomer Relationship ManagementMarketingMarketing Planning and Campaign ManagementSystem Landscape--Define Target Systems (ERP, BI, SEM, CPRO)
Hope it helps. Reward the points if it helps
Thanx
Chinmaya

How to create/assigh Target Group while creating Marketing Plan in CRM 6.0

Hi all,
I am new to this field and would like to know that how can we assign the Target Group ( business Partners ) in the Campaign while creating a Marketing plan.
It will be really handy for me if I get the detail steps to execute.
Regards,
Zen

Hi,
perhaps this can help you:
http://help.sap.com/saphelp_crm60/helpdata/en/32/ad6f422f91c153e10000000a1550b0/frameset.htm
http://help.sap.com/saphelp_crm60/helpdata/en/46/0abec5abb314dce10000000a155369/frameset.htm
This describes step by step what you have to do to create a marketing plan / campaign.
Regards,
Claudia

Execution error in Marketing planning

Hi all
I am getting following error "CL_CRM_MKTPL_APPLICATION====CP" while creating a new market plan. It an is execution error.
PLz help me out
Regards
Quantuscumque
Edited by: quantuscumque on Aug 16, 2010 9:58 AM

Hi Quants ,
Please be informed that as of release 5.1,SAP GUI is suppose to use
only for administrative tasks and for transactions,new WEB UI.
Please check the attached note 1118231 for more information.
Thanks & regards,
Krishnen

Replication of Marketing plan from CRM to R/3 in Web UI

Hi,
I have created a marketing plan in CRM WEB UI.I want to replicate it to R/3.But I am not getting any way as to how do I replicate it.Please guide me through this.
Puneet

Hi Lina,
I have gone through the blog..It is the settings in SAP GUI Marketing.But I am creating a marketing plan in WEB UI and there is no option to replicate it.
When I am trying to open CRM_MKTPL in SAP GUI,It is saying it no longer configured in GUI.Check WEB UI.
How to go about it??
Puneet

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

Budgeting in Marketing Plan

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