SAP CRM 4.0 SIE: Campaign Planning in the PC UI of SAP CRM 

·        The People-Centric UI does not allow you to jump to screens in the ERP system. For this reason, the information in the CRM system that is necessary for the bill supplement is maintained and stored as an enhancement to the campaign data.

It is also not possible to manually transfer the campaign from the PC UI to the ERP system. The campaign is automatically replicated in SAP IS-U, using the middleware.

Customizing

You must make Customizing settings in both the CRM system and the IS-U system:

SAP CRM

·        You maintain the RFC destination and target system in exactly the same way as when using the SAP GUI. In Customizing for Customer Relationship Management, select Marketing ®Marketing Planning and Campaign Management ® System Landscape. The middleware allows you to replicate different campaigns in different ERP systems.However, when using IS-U bill supplements the replication is only allowed in a unique IS-U system. This means that you must enter the RFC destination for the connected IS-U system in the system landscape for marketing planning. It is important that this connection is also defined in the Customizing client.

·        Make an entry under Define ERP Integration Type. Choose Middleware.

·        Choose Assign Project Scenarios to Logical System. Allocate a project scenario to the RFC destination for the IS-U system (see below).

·        Within the administration console for the middleware (transaction SMOEAC) in the CRM system, you must maintain a site for the ERP system, with corresponding subscription and publication. You must register the following queues in SAP CRM:

o        CSAMKTPL*

o        CSA_MSA_MKTPL

o        CRM_MKTPL_R3*

o        R3AD_CRM_MKTPL_R3INT

o        R3INT_INBOUND_MSGS

·        You must register the following queues in the ERP system:

o        CRM_MKTPL_R3*

·        Define a communication medium for the open channel, as when using the SAP GUI, and activate a copy of the CRM_UTIL_MKT_EXE implementation of the BAdI for transporting campaign data on the open channel.

·        Enter this communication medium in Customizing for Customer Relationship Management, under Industry-Specific Solutions ® Utilities Industry ® Campaign Management ® Define Settings for Campaign Management Using IS-U Bill Supplement.

·        At the same Customizing level, choose Define Flyer Information for IS-U Bill Supplement, in order to define the flyer information to be used when executing the campaign. Alternatively, you can also transfer the information defined in SAP IS-U, by choosing Define Flyer Information from SAP IS-U.

·        Now call the Easy Enhancement Workbench (EEW) in Customizing for Customer Relationship Management, under CRM Cross-Application Components ® Easy Enhancement Workbench. You do this to add the necessary, additional data to the campaign data. Create a project. Create an enhancement to business object MARKETING_ELEMENT and enhancement type ISU_CHANNEL for the project. The system asks you whether you want to add the fields that are necessary for the bill supplement to the marketing plan. Choose “Yes”.

SAP IS‑U

·        Maintain the project scenario defined in the CRM system. You do this in Customizing, under Project System ®Project Replication ® Define Project Scenario. It is sufficient if one value for the project profile is entered in the project scenario. An object class must be defined in the project profile.

·        In Customizing, select Financial Accounting ® Contract Accounts Receivable and Payable ® Basic Functions ® Print Workbench ® Print Action Records ® Define Flyers / Standard Texts for Print Action Records, to define the flyer IDs and SAP standard texts for the bill supplements. You use transaction SO10 to define the standard texts themselves.

·        Use transaction EFRM in the bill form that is valid for the IS-U data construct (defined in the contract account), to activate the form level PRINTACT_H, and then PAR_H_LINES for the print action records. This is done under the root DOC_HEADER (document header).

·        Schedule a periodic job for the ECRMMKT_CREATE_PARS report. This job generates print action records from the replication of the target group in IS-U. The system reads these print action records during the bill print, in order to generate the bill supplement.

Customizing

·        Create a campaign within the portal role of the campaign manager, and enter the previously-defined communication medium for the open channel (ISU1). You must maintain the planned start date and end date for the campaign. Allocate a segment (target group), which you mapped with the segment builder previously, to the campaign.

·        Release the campaign. In this status, the campaign is automatically transferred to ERP, using the middleware.

·        On the Channels tab page, enter the sequential number for the flyer ID or standard text for the print action records, and a description of the bill supplement.

·        Send the target group to the channel.

If you use the SAP GUI in the CRM system, then the additional steps in SAP IS‑U are identical.

You can also use the EEW to enhance the campaign and middleware for transferring the campaign to ERP, if you do not use the People-Centric UI, but continue to use the SAP GUI in CRM.