Enhanced Layout in CRM Marketing Planer

Hi,
we have a planing layout based an ALV-Grid in the CRM-Marketing-Planer (Campaign-Planing). Now we would migrate from ALV-Grid to Enhanced Layout because ALV-Grid will not more supported with CRM 5.0.
Could anybody told me which Customizing Steps must be run through or which ar the necessary adjustments? Is there any detail documentation?
I hope anybody could help me.
Dirk

Dear Mikkel,
Please don't post the same question in different forums. Refer to the [rules of engagement|https://wiki.sdn.sap.com/wiki/display/HOME/RulesofEngagement].
A reply has been provided in the following thread within the CRM Marketing Forum:
Success Key Figure planning
Anik Roy
CRM Marketing - Product Manager
SAP Moderator

Similar Messages

  • 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

  • Marketing Plans & Campaigns

    I am a BW developer and have a project to work with CRM to build the Marketing Plans & Campaigns.  I have some experience with BPS, so I think I can work with this piece of it also.  However, the first problem I am having is when I go thru the following in CRM:
    SPRO->Marketing Planning and Campaign Management->Key Figure Planning
    The problem I have from this point is when trying to go into Planning Workbench or Define Key Figures. 
    When I try Planning Workbench, I get an error "Access via NULL object reference not possible." 
    When I try Define Key Figures, I get "You are not authorized to use Transaction UMK_MB"
    When I do an SU53 for both of these, it shows all authorization checks were successful.  So I am thinking there may be a problem with the BW to CRM connection.  However, we have another CRM project that I am not having any problem with.
    My next question is how does BPS play into the Marketing Campaigns?  I thought all the planning happens in CRM, so why can't I just pull the results into the BW InfoCube, instead of going thru BPS.
    Any info about anything to do with this, would be greatly appreciated.

    Hi Keith,
    Please check the below link which will explain how BPS is integrated with CRM Marketing planning & Campaign Management.
    http://help.sap.com/saphelp_crm50/helpdata/en/8e/6480ac5efb49f795efe5a50a1d3e07/frameset.htm
    Also please check if you have made the below customizing in CRM for BI :
    BI Update flag: Marketing --> Marketing Planning and Campaign Management --> System Landscape --> Activate BI Update.
    RFC Connection to BI: RFC connection to the BI system in Customizing by choosing Marketing
    -> Marketing Planning and Campaign Management --> System Landscape --> Define RFC Connection
    Also please make sure that user assigned to the system is a dialog user and the user has the required planning authorizations.
    For BPS planning Authorization please see the below link:
    http://help.sap.com/saphelp_crm50/helpdata/en/c8/ad8438619a7c51e10000009b38f842/frameset.htm
    Hope these help !
    Regards,
    Naveen

  • 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

  • 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

  • Looking suitable CRM data source for Marketing Plan & Campaign

    Hi Experts,
    I'm a BI guy & looking suitable CRM data source for Marketing Plan & Campaign.
    and the related base tables from where it picks the data.
    I saw two DS,
    0CRM_MKTPL_CAUSAL                 Extraction of MDF Causal Data
    0CRM_MKTPL_VO_TRANS               Vouchers Usage extraction
    but not sure if it is correct one .
    and also a DS 0CRM_SALES_ACT_I                  Activity Item
    here business has created some test data for Market Plan & Campaign which i can see using Tcode crmd_order but could not able to see the same data in RSA3 from  0CRM_SALES_ACT_I  .
    Please hekp me.

    got the solution!

  • Crm 7.0 - marketing plan creation ??

    Hi All
    How do we create a marketing plan in crm 7.0, we get an error when we execute this T code crm_mktpl.
    Regards
    Mohammed

    Hi Mohammed,
    That transaction is not supported anymore in version 7.0. You have to use WebUI.
    Enter on it using MARKETINGPRO business role, and you'll find it in marketing viewset.
    Kind regards,
    Garcia

  • Integration steps for Transfering Marketing plan CRM - ECC

    Hi Experts ,
    Could any one give step by step integration process to transfer  Marketing plan from CRM to R3 once its status is changed to released
    Thanks & Regards,
    SAP CRM

    Hi SAP CRM,
    you need to follow teh steps mentioned to transfer camapign from CRM to R/3
    1. In Spro>Customer Relationship Management>Marketing>Marketing Planning and Campaign Management>System Landscape
    Define RFC Connections
    Define Target Systems (ERP, BI, SEM, CPRO)
    Define ERP Integration Type-if it is online,carry out step a,if it is middleware carry out step b
    a.Assign ERP Project Profile to RFC Destination
    b.Assign ERP Project Scenario to RFC Destination
    Define Formatting Mask for Marketing Projects(this should be same as in ECC only then successful transfer is possible)
    after this is done,to transfer the plan
    1. If you use Online ERP integration type,after you release your plan,
    select transfer to ERP from the menu(you will be taken to a new screen,)put the ERP destination there,select the row and press the button transfer to ERP,you plan will get transferred to ECC
    2.  If you use Middleware integration type,the moment you can the status of marketing plan to Released,the plan gets transferred to  ECC
    You can check it in ECC by using tcode  CJ20n
    Regards
    Itty

  • 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

  • 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

  • Text determination procedure in Marketing Plan

    HI All,
    I am using text object CGPL_TEXT and Text determination procedure MPL assigned under it. Text determination procedure MPL has two text types "Description" and "Notes". System is allowing to select "Notes" in marketing plan and enter the text. Next time if I try to select same type "Note" then system is giving error "Make entry in the field Language". But I can select other type "Description" and enter the text.
    Does it mean system allow to enter text for a text type only once? What if I want to use same text type for multiple time to enter information related to the same item.
    Any pointer?
    Regards,
    Nikhil

    Dear Nikhil,
    You are correct that in standard only one text type can be created per language... i.e. 'Note in English' or 'Description in English' can only be created once. But you can certainly add information to a previously created text type.
    I'm not sure if there is a technical way to change this.
    Regards,
    Anik Roy
    SAP CRM Moderator

  • Unable to Extract Marketing Plan Elements in SAP BI

    Hi All,
    I am having an issue of Marketing Plan Elements not being pulled into BW. We are extracting CRM Marketing Elements using 0CRM_MKTELM5_ATTR & 0CRM_MKTELM_TEXT Data Source into BW. It is a full load that we are doing.
    Few of the Marketing Plan Elements created are missing in the Data loads. When I pulled the Data on Oct 13th I got 40567 records when I pulled today I got 40572. But still 1 marketing plan element created yesterday is not pulled into BW. I even checked in PSA and not able to see the Mkt.Element.
    I tried debugging to locate the source table. But could'nt find it. Any clues on source table for these datasource or any help in this regard is highly appreciated.
    Thank you.

    Issue closed

  • Attachment in Marketing Plan

    Dear all
    I was creating a marketing plan in CRM. I saved a excel file as attachment in the element of marketing plan. Now I want to get  the data in excel file .
    Please suggest.
    Edited by: Abhinav Saxena(CRM) on Dec 8, 2011 9:08 AM

    Hi Abhinav,
    - Table SMOATTACHLNK is the attachment Link table to link attachments to Business Objects like Marketign Plan.
    - Table SMOATTACHMNT is the attachment Header table containing all the file attributes like Name, size, physical path, logical path etc.
    - Link between SMOATTACHLNK and SMOATTACHMNT:
    1. Pass Project GUID to SMOATTACHLNK-PARENTID, and extract SMOATTACHLNK-SFAATTACHMNT.
    2. Pass extracted SMOATTACHLNK-SFAATTACHMNT to SMOATTACHMNT-SFAATTACHMNT, and extract PHIO_ID, PHIO_CLASS, LOIO_ID, and LO_CLASS.
    - Get the content of file
    Use class CL_CRM_DOCUMENTS. It has so many methods to deal with attachment and its content.
    For example, to get the binary content of attachment,
    1. Create object of class CL_CRM_DOCUMENTS, and use method GET_DOCUMENT with exporting parameter IO-OBJTYPE = P, IO-CLASS = PHIO_CLASS, and IO-OBJID = PHIO_ID (Process by using PHIO details). Similarly, we can also use LOIO details as IO-OBJTYPE = L, IO-CLASS = LO_CLASS, and IO-OBJID = LOIO_ID as exporting parameter.
    2. Importing parameter CONTENT_BIN of class CL_CRM_DOCUMENTS will contain contents of the attachment in Binary format.
    Hope this helps.
    Regards,
    Susanta

  • 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

  • Mass change for existing Marketing Plan and campaign

    HI CRM Experts,
    Is there any way we can update all the Marketing Plan/Element/Campaign/Campaign Element with authorization group. At the moment we have all the Marketing Plan hierarchy uploaded in the system however authorization group got missed. Any help in this regard would be appreciated.
    Thanks,
    Ashutosh

    Hello Ashutosh,
    Hope your issue has already solved.
    If not just a suggestion, write a small program fetching the projects from CGPL_PROJECT and loop it into table CRM_MKTPL_ATTR and update the field AUTH_GROUP with your auth group values.
    Ofcourse definetely all the Projects will not have same auth groups, so put your what ever logic into the your reports based on additional attributes.
    I am closing this thread since there is no update from past 6 months and hoping you issue was resolved.
    Thanks & Regards
    Raja Pamireddy
    CRM Marketing forum Moderator

Maybe you are looking for