Transferring a Marketing Project to SAP ECC
You can transfer a marketing project to the project system in SAP ECC once the project is created and you have planned your budget. The costs can be checked and you can receive notification if you go over budget or have planned costs that are not compatible with the money available. The transfer can be done automatically.
Prerequisites
You need to make the following settings in Customizing for Customer
Relationship Management
:
Marketing
Marketing Planning and Campaign Management
System Landscape
Define ERP Integration Type
-
Marketing
Marketing Planning and Campaign Management
System Landscape
Exclude Marketing Plans from ERP Integration
. Check the box if marketing plans should not be transferred.
You need to maintain the site in the Administration Console (transaction smoeac
in
the SAP Easy Access Menu).
Select
Site
as the object type and then create the site.In
Object Information: Site
, you then need to assign the site type.To maintain data for a site, choose
Site Attributes
. Here you can see the relevant attributes from SAP ECC. The SAP ECC destination must be maintained as a site attribute as customers, business partners and hierarchies cannot be matched in SAP CRM.You then need to create and maintain a subscription for this site. This links the BDocs to the site you have created. You do this on the tab page
Subscriptions
.
Process
Transferring Automatically
When a marketing project is created, it will be transferred to SAP
ECC project system automatically if you have made the relevant
settings in Customizing. Once the marketing project is assigned a status allowing
transfer, the transfer starts as a background process. The results can be
seen under Administration
and in the project
system of the target SAP ECC System.
Result
The system creates the WBS element in SAP ECC and/or assigns the marketing project to the WBS element. The newly created SAP ECC WBS elements adopt the hierarchy information from the SAP CRM marketing project.