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.

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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 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

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

Planning and Budgetting - Installation Help

Hi,
I have installed the Planning and Budgetting SW.
Now after configuring the in the configuration manager I get some errors on starting the client.
Please help me in understanding what is wrong so that I can fix it.
There was an error launching the application. Please contact your system administrator:
System.Exception: Error while invoking member: ManagedInit1 - Specified primary system ch28837 is invalid or improperly configured ---> System.ArgumentException: Specified primary system ch28837 is invalid or improperly configured
   --- End of inner exception stack trace ---
   at SRC.Core.Common.LateBoundHelper.InvokeMethodDirect(String methodName, BindingFlags flags, Object[] args)
   at SRC.Core.Common.LateBoundHelper.InvokeMethod(String methodName, Object[] args)
   at SRC.Core.Host.HostProcess.StartUp()
Thanks a lot in advanced for the help
Regards,
Chinmay Herwadkar

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.

Multiple currency planning and budgeting?

Hi all
We are having a requirement of planning and budgeting in same WBS with multiple currencies and also seeing reports in different currencies on single screen.
Now has anybody explored this area and has anything to suggest.
Thanks in anticipation
Raman

Hi Raman
The following is the literature from SAP on the subject. You may find it useful.
Planning and Budgeting in Any Currency
Use
International groups often use one uniform company code currency (group currency) in CO. However, it may be necessary to plan and budget in the respective local currency as the majority of costs will be incurred in the local currency. The local currency is usually the corresponding company code currency.
Previously only budgeting of jobs (orders and projects) was possible in the local currency.
From Release 4.70, you can also budget investement programs in the local currency. In addition, it is possible to plan investment programs, appropriation requests and jobs directly in the local currency.
As was previously the case for orders and projects, plan and budget values for investment programs and appropriation requests are also saved in both the controlling area and local currencies defined in the master record of each object. If you change or re-specify the exchanged rates used, it is now possible to recalculate the values in the local currency using the values in the controlling area currency, and vice-versa.
In reporting for IM, it is even possible to calculate evaluations in any report currency (plan, budget and assigned values). If the values are available in the specified report currency, they are issued unchanged. If they are not available, they are converted from the controlling area currency into the report currency.
Effects on Existing Data
Before Release 4.70, the plan values for appropriation requirements, were only saved in the controlling area currency. This was also the case if a local object currency was specified in the master record for the appropriation requirement. From Release 4.70, the plan values for appropriation requirements are always saved in the controlling area and local currencies. Therefore, you must adjust appropriation requests that were created in an earlier release and use a local currency that varies from the local object currency. The easiest way to do this is to use the program RAIMCRC2 to recalculate the plan values in the local object currency for appropriation requests whose plan values are in the controlling area currency (transaction IMCRC2, menu path: Financial Accounting -> Investment Management -> Appropriation Requests -> Tools -> Recalculate Currency Plan for Appropriation Requests). Before you run the program, select the relevant option in the Process Control section of the initial screen.
Effects on Customizing
Adjustment of Planning and Budget Profiles
To enable the planning of investment programs, appropriation requests and jobs in a transaction currency different to the controlling area currency, you must adjust the relevant planning profiles.
To enable the budgeting of investment programs in a transaction currency different to the controlling area currency, you must adjust the relevant budget profiles.
In the planning currency (or budgeting currency) section of the planning (or budget) profile, you must define the transaction currency in which planning (or budgeting) is to be executed:
Only in the controlling area currency (default),
Only in the object currency
(= local currency defined in object master record ) or
In a transaction currency chosen at the start of planning/budgeting
(this option is not possible for appropriation requests).
In the planning or budget profiles, you must also define the exchange rate types to be used for the conversion of total values that are not dependent on the fiscal year.
To adjust the planning profiles, use the process steps:
Maintain Planning Profiles (investment programs)
Maintain Planning Profile for Cost Planning (appropiation requests)
To adjust the budgeting profiles, use the process steps:
Define Budget Profiles for Investment Programs (investment programs)
Exchange Rate Types
In the fiscal-year-dependent data of the CO planning versions, you must also define the exchange rate types to be used for conversion of plan values that are not dependent on the fiscal year.
For conversion of fiscal-year-dependent budget values and fiscal-year-dependent plan values of appropriation request variants not yet assigned to a plan version, each exchange rate type is taken from the fiscal-year-dependent data of the CO planning versions 0.
As the plan or budget values are stored in the transaction, controlling area, and local currencies, the exchange rates used must enable the conversion of the transaction currency into the controlling area and local currencies. Where necessary, the exchange rates used must be extended.
To enter the exchange rate types, use the process step:
Define Versions (investment programs)
Change Planning or Budget Currency
If you always planned or budgeted existing investment programs/measures in the controlling area currency, it is not subsequently possible to change the planning or budget currency to the object currency in the planning or budget profiles. This conversion is not prevented in Customizing, but leads to an error when you next plan or budget existing investment programs/measures. Alternatively, you can convert the planning or budget currency into the transaction currency in the planning or budget profiles, and set the object currency indicator as default.
A similar restriction does not exist for appropriation requests. You can change the planning currency in the planning profile at any time.
Use the process step under "Adjust the Planning and Budgeting Profiles".
Detailed Planning
When you call up detailed planning from structure-based cost planning or revenue planning, the standard SAP planning profiles are used, to which the standard SAP planning layouts are assigned. These planning profiles cannot be changed in the planning transactions. Import the standard SAP planning layouts 1-401-IM, 1-402-IM, 1-403-IM, 1-701-IM, 1-702-IM and 1-703-IM using the transaction OKBF from client 000 in your client.
To execute the import, choose the process step:
Import Standard Planning Layouts.
Reporting Currency for IM Reporting
In IM reporting, if you want to be able to specify a reporting currency that is different to the controlling area and object currencies used in the investment program items or subordinate appropriation requests and measures, another exchange rate type is required for the due conversion of plan, budget, or values into the reporting currency. You define this exchange rate type in Customizing for the program type for the investment program to be reported ( Group Reporting).
To enter additional reporting currencies, use the process step:
Define Program Types (investment programs)
you may also refer the following link in SAP help on the subject
[http://help.sap.com/saphelp_47x200/helpdata/en/86/98853478616434e10000009b38f83b/frameset.htm]
Venu

Licensing Planning and Budgeting

Hi all, i'm in a stuck!
We are going to implement Hyperion Planning and Budgeting, the customer asked us about the licensing, and prices and all about this..,
well, the cuestion is this, what components together with Planning are involved in the Hyperion Planning and Budgeting solution?
I do this cuestion, because the customer asked me about the total cost of the product, and i need to know if there are more components around planning solution
that need license to be used, and keep it in mind when i aseemble the total cost!.
I hope you can help me.!
Regards!

Hi,
I am not sure what version you are talking about. If you have a look at the EPM documentation there is a epm_licensing pdf that goes through the different licensing packages such as planning and explains what products and components are included.
As for cost you will need to contact an Oracle account manager.
Cheers
John
http://john-goodwin.blogspot.com/

An SAP Solution for capital planning and Budgeting of Capital Assets?

Is there an SAP Solution for the Planning and Budgeting of Capital Assets?
A solution that provides planning, budgeting, and tracking for capital assets through the entire life cycle of each asset, from the initial request through the final disposal.
The solution needs to be able to run scenarios. A scenario contains equipment that may potentially be purchased. Scenario items are used to help determine cost, capacity, and cash flow feasibility.

Hi
What you suggested is the ideal approach...
However, if they say that the budget allocated to capital purposes (70%) applies to both capital projects and expenses and they would like to control it together, but have reports separately, it is not possible with standard SAP...
If they want to have just one IO for both cap and exp, You can suggest them a work around to capture CAPITAL or EXPENSE in a ref field (XREF1 in BSEG) and you can run KOB1 with XREF1 displayed in it....
In standard KOB1, XREF1 is not displayed, you have to use Exit COOMEP01 to include the fields you want... Add XREF1 to the Structure CI_RKPOS and write your code in the include ZXKAEPU01 of EXIT_SAPLKAEP_001
Without an identifier @ the time of booking the transaction in the system (Either by way of IO or a ref field), you wont be able to generate reports later on
Regards
Ajay M

Marketing Planning and Campaign Management

Hi Gurus
How to send Marketing Planning and Campaign Management from CRM system to Other ERP system
How to send Marketing Planning and Campaign Management from CRM system to Other R/3 system
Thanks
Mahi

Hi Mahi,
The Integration of SAP CRM with R/3 will be
Project System, Finance, Accounting
for that u ve to check the check box in Mkt plan onwards
in ECC u can see in PS
Marketing plans and campaigns can be used stand alone in the CRM system. However, when CRM
is integrated with other SAP systems (BW, R/3, etc.) increased functionality is possible.
Planned values (e.g. planned costs, revenues, etc.) for marketing plans and campaigns can be written
to a BW infocube. These planned values can then be used in reporting to match actual values, for
example, actual revenues and costs.
When linked with R/3, actual costs related to campaigns and marketing plans can be captured by
using the financial and accounting functionality in R/3.
These actual costs can then be extracted to the same infocube in BW to allow for planned versus
actual costs for a campaign.
Reward points if helpful
Cheers
Manohar

Function module for calculating planned and actual cost of production order

Hi ,
Do we have any standard function module for calculating planned and actual cost for production order?
i need to implement this in a Z-report.
Thanks
Srini

Hi,
try below function module
CRMCO_GET_PLAN_ACTUAL_COSTS
CO_IH_GET_PLANNED_COSTS_TOTAL
Regards,
Sankaran

Report Internal Order needed - showing Plan and Budget Values?

Hello,
I want to create a report (Report Writer/Painter) which shows for example in one column the planned values and in another column the budget value of an order group.
I know the standard reports S_ALR_87012993 - Orders: Actual/Plan/Variance and the other standard report S_ALR_87013019 - List: Budget/Actual/Commitments.
My question: Is it possible at all to have these both values plan and budget by order/order group in one report? - Or it is not possbile because these values are stored in different tables and different libraries?
If it is possible with Report Writer, I would be very glad - if not, is there any other chance (e.g. individual programmed report)?
For any comments or hints thank you in advance.
Regards,
VCG

HI,
both are report painter reports for libraries 6O1 and 6O2 which are based on reporting tables CCSS and RWCOOM.
Try to find all value fields that you need in 6O2 / RWCOOM as this is the "big brother" of 6O1/ CCSS.
Best regards, Christian

Table for Production order planned and Actual cost

Hi Experts,
Can anybody please tell me the name of table where Production order planned and Actual cost gets saved ?
Thanks in advance.
Regards,
Bijay

Table COEP
don't forget the points

Enterprise Planning and Budgeting

Dear All
Does the Module enterprise planning and budgeting provides controlling functionality similar to encumbrance accounting in GL, or any other control functionality on transactions like Requisition/PO/Invoice Item Wise...?

Oracle Hyperion Planning, including PBCS, does not include built in functionality for pre-expenditures (a.k.a. encumbrances) or most other accounting controls you would find in PeopleSoft / Fusion Financials. However, you can build this type of functionality into your Planning application.
For example, you could use the Version dimension in Planning (or create a seperate dimension for this purpose) to contain children members which would hold multiple entry types:
Version
     + Approved
     + Encumbrances
     + Adjustments
Version would equal Approved + Encumbrances + Adjustments. Then you could create a Business Rule to do the following: 1) Approved = Approved + Encumbrances 2) Clear Encumbrances. You could build the security in Planning to control who can input into "Approved" and who can run the Business Rule. You could even use the Hyperion Planning workflow capabilities to incorporate work-flow controls into this process.
Hyperion Planning, and PBCS, provides the flexibility to build most financial processes and controls, but it is certainly not out-of-the-box functionality.
Hope this helps.
Jason Wells

Oracle Hyperion Planning and Budgetting

We are planning to use the Oracle Hyperion Planning and Budgetting Product for our organization.And we are in the process of finding the best practice OR best suite Database software for Oracle Hyperion.
Which database software product is best suite for Oracle Hyperion Planning and Budgetting?
Our Source Systems
Oracle E-Business Suite R12
PeopleSoft Campus Solution
Appreciate your commnets on this matter... Thanks

Hi,
you can try the following:
Go to [http://service.sap.com/bosap-support] and navigate to Documention->Product Guides . Select SAP BPC and you should get the links to the related documentation.
If you still get problems to access it, you must issue a message to SAP (service.sap.com/support) asking them to allow you accessing the documentation on SAP BPC.
Regards,
Stratos

Workforce Planning in Planning and Budgeting Cloud Servie

Hi Experts,
Does Oracle Planning and Budgeting Cloud Service (PBCS) have Pre-build modules Workforce Planning, Capital Asset Planning and Project Finance Planning.
According to my understanding PBCS doesn't have any pre-build modules. I am not sure whether recently it has been added or not, so I wanted to double check.
Thanks in Advance.
Regards
SKH

PBCS still does not offer other planning modules like Workforce plnning/Capex etc.
you can see more info at https://docs.oracle.com/cloud/latest/pbcs_common/CSPGS/apes02.html
Regards,
Sunil

Marketing planning and budgetting(costing)

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