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 Usability Enhancements to Marketing

Accelerated Customer Planning & Management: Marketing

Technical Name of Business Function

CRM_MKT_CPM

Type of Business Function

Enterprise Business Function

Available From

SAP enhancement package 3 for SAP CRM 7.0

Technical Usage

CRM Core

Application Component

Marketing Planner (CRM_MKT_MPL)

Required Business Function

Not Relevant

You can use this business function to improve the usability of Marketing. The business function provides enhancements that speed up processing and make the component more user-friendly.

Prerequisites

  • You have installed the following components as of the version mentioned:

Type of Component

Component

Required for the Following Features Only

Software Component

BBPCRM 703

Features

  • Value Distribution

    • Replace ID with Description

      In the value distribution table of Campaign Planning, you can now replace the ID with the Description. When you enter the ID and press Enter , the ID will be replaced with the Description. With this enhancement, the ID and Description fields for an attribute are replaced with just one field. This functionality is also supported when you copy and paste the IDs from a Microsoft Excel file. This functionality is available for Campaign and Campaign Elements.

    • Copy and Paste

      You can now copy information from a Microsoft Excel file and paste it in the assignment blocks of Purchase Goods/Services of Marketing Plan, Products, Purchase Goods/Services, and Value Distribution of Campaign, Products and Value Distribution of Campaign Element, and Products, Product Groups, Product Category, Purchase Goods/Services of Trade Promotion.

    • Selection of Multiple Products and Product Categories

      You can now select multiple Products or Product Categories in the value distribution table of Campaign Planning.

  • Cost Planning

    • Save and Back

      You can now use the Save and Back function in the Cost Planning screen to save the entire campaign object including the planning data and return to the Campaign overview page in display mode.

    • Navigation to Detailed Cost Planning Screen

      You can choose the planning hyperlink in the Planning assignment block of the Campaign overview page, to navigate to the detailed Cost Planning screen. The screen will open in display mode for improved performance.

  • Marketing Project Hierarchy

    • Display Marketing Project Hierarchy

      You can now make configuration settings for a business role to view the marketing project Hierarchy by default while creating or opening a marketing plan, a strategic initiative or an activity. You can choose to hide the hierarchy.

    • Expand All and Collapse All

      You can now choose to completely expand and collapse the marketing project Hierarchy.

  • Separation of Shared Fields in BW

    You can now extract hierarchy of type/objectives/tactics for a marketing element in BW.

  • Purchasing

    You can now save incomplete lines of purchasing without triggering BDOC or a transfer to ERP. You can also view the status of every purchasing line to know if it can be transferred to ERP. You can change this status as soon as the purchasing line is complete. This allows you to release a planned campaign even when the purchase requests are not complete.

  • Purchase Goods/Services

    You can now use the copy function for each line item in the Purchase Goods/Services assignment block. You can use this option to copy all fields other than the fields related to status.

  • Business Partner Hierarchy

    You can now search for a Business Partner Hierarchy in a single step by entering the description directly in the Business Partner field.