Top-Down Budgeting in Marketing
This function enables you to do top-down budgeting, where you can distribute the budget that you have assigned to a marketing plan across the marketing plans, marketing plan elements, campaigns and campaign elements in the marketing hierarchy.
Recommendation
We now recommend you use Marketing Funds Management for your budget establishment and tracking. For more information, see Marketing Funds Management.
Integration
When you edit planning data, the system updates this planning data in the SAP NetWeaver Business Warehouse (SAP NetWeaver BW) component.
Prerequisites
You have made system settings in Customizing for
Customer Relationship Management
under
Marketing
Marketing Planning and Campaign Management
System Landscape
Make System Settings for Top-Down Budgeting
.In your SAP NetWeaver BW system: In the planning area
4CRM0001
, you have defined the variable4MKTHI01
. You have made the following settings:In the
Replacement Type
field, you have selected the entryUser-defined values
(USERVALUE
).You have selected the
Restriction of Selection Required by User
checkbox.You have selected the
Input Allowed by User
checkbox.
Features
Authorization checks
You can determine whether a user is authorized to do top-down budgeting. If a user is not authorized, they cannot navigate to the budgeting page.
The system uses the authorization object
CRM_MPT
and the activity72
.Consistency checks
When you change the marketing hierarchy, the system checks what effect this has on the planning data. The system provides you with information that enables you to react accordingly.
Activities
For more information, see Using Top-Down Budgeting.