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

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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

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.
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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

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)
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b.Assign ERP Project Scenario to RFC Destination
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Itty

Element Entry not showing up for new option in a plan after Open Enrollment

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How can I start a new paragraph within the same table cell?

In Numbers, when adding text within a table frame, how can I start a new line within the same frame (rather than advancing to the next cell)? I'd like to enter a mini-list of several items of various lengths of data.

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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
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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
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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

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

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
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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

How to make Marketing Plan/Campaign ELEMENTS visible in Marketing Calendar?

Hi,
Does anyone know whether it's possible to show Marketing Plan Elements or Campaign Elements in the Marketing Calendar? Until now, I can only show Marketing Plans and Campaigns, no Elements...
Regards,
Jeroen

already solved, type had to be entered.

Definition of a new type of invoice for Evaluated Receipt Settlemen (ERS)

Hello,
I need to define a new type of invoice for Evaluated Receipt Settlemen (ERS). Is it possible? What should i do to configure the system?
Thanks in advance,
Luis Álvarez.

Hi,
ERS is used for invoice plan & invoicing plan for leasing agreements like, aim to considerably reduce the manual data entry effort in the purchasing and invoice verification (A/P) department.
The invoicing plan enables you to schedule the desired dates for the creation of invoices relating to the planned procurement of materials or services independently of the actual receipt of the goods or actual performance of the services. It list the dates on which you wish to create and then pay the invoices.
The steps are,
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2.ME12: Should not select No ERS check box,
3.ME21N: Create PO,
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Link may be useful.
http://help.sap.com/saphelp_srm30/helpdata/en/fb/8dec38574c2661e10000000a114084/content.htm

Additional Date range in Marketing Plan/Campaign

Hi All,
I am working CRM 7.0 webui, i know in SPRO under Marketing we have option to define additional date range for marketing project, i have added the some date fields in Marketing Plan and Campaign but still i am not able to see the additional date range in Marketing Plan or Campaign in webui, please tell if there are any additional configuration needs to be done for this.
Thanks,
Dipesh.

Hi Dipesh,
For every additional date range you define, you will have to define a context objects of type CPGDateRange and relate it to campaign. SAP has already provided 5 such addtional context objects from Daterange1 to Daterange5. To get these on web ui, you will have to do UI customization and implement getter and setter methods of the attributes for star date and end date.
Hope this information is helpful.
Thanks and Regards,
Sandeep

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.

New 'Type' within Marketing plan

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