Marketing Plan Element Authorization

Question

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

Answer 1

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