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

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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

Authorization object for Marketing Plan Element

Hi All,
If user is authorized to create marketing plan then system by default providing authorization to create "Marketing Plan element" as well. Can user be restrict from creating MP element in system particularly in marketing calendar? I am using authorization objects as CRM_MPT, CRM_MPLRES, CRM_MPLCTP, CRM_MPLAGR.
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Nikhil

Hi,
Start Authorization Trace in tcode ST01 and see what all authorization checks get executed.
Later on from this trace you can identify the authorizations.
Regards,
Naresh

What is customization for Campaign,Marketing,Marketing plan element?

Hi,
I would like to know what is the customization for Campaign, Marketing, Marketing plan element and Campaign element? Please help me out?
Thanks,
Satish
Moderation: Locked. Please, try to find an answer first. See rules of engagement.
Edited by: Joaquin Fornas on Jan 23, 2012 9:53 AM

Hi Satish,
The customizing related to the Marketing Plan, Campaign and Campaign Elements can be found under SPRO->CRM->Marketing.
Most of the steps need to be performed here.
Best Regards,
Padma

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
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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.

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

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

Saving of Marketing Plan, Campaign and campaign element is slow

Hi All,
Saving of marketing plan, campaign and campaign element is taking lot of time. What could be the reason for this?
Please suggest pointer.
Regards,
Nikhil

Hi Nikhil,
Use the transaction st05 to check the performance analysis.
1. Goto the transaction st05.
2. Activate the trace.
3.Then do your operation which is hanging.
4. Deactivate the trace.
5. Display the trace.
There you can find where the system spends most of the time.
Regards
Leon

Sum1 Please tell me the Table to extract Cost element category (SAP ). Cost

Sum1 Please tell me the Table to extract Cost element category (SAP ). Cost element category should be unique key?

Hi,
I don't see the cost element categ in CSKA (chart of account based).
Better try CSKB (controlling area based.
The Domain is KATYP and you can find cost element categ description in its value range
[genereic extraction possible for these texts...]
hope that helps...
Olivier.
Message was edited by:
Olivier Cora

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

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

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 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

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.

Unable to Extract Marketing Plan Elements in SAP BI

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