Customizing for Offline Planning Data and Layouts 

Purpose

Before you can load planning data and layouts from SEM-BPS or BI-BPS to the consolidated database (CDB), you must first perform additional Customizing activities.

Prerequisites

In either SEM-BPS or BI-BPS, you have created a planning area and assigned the planning area information to a planning profile.

In either SEM-BPS or BI-BPS, you have created a planning layout. For more information, see Maintaining Settings in SAP SEM.

Process Flow

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       1.      You define planning profile groups in Customizing for CRM by choosing Marketing  ®Marketing Planning and Campaign Management ® Key Figure Planning  ®Define Planning Profile Groups.

This step is required to ensure that you use the correct planning profile from SEM-BPS or BI-BPS when you assign a planning profile group to a marketing plan, campaign, or account plan.

You must set the New KPI Flag indicator to use the enhanced key figure planning features.

       2.      You assign plan types to the planning profile groups.

Assignment of the plan type enables display of the corresponding planning tile set in the navigation bar of Mobile Sales.

Result

You are now ready to make scenario-specific settings and load the required data to the CDB, depending on the scenario you are using:

·        Offline Planning in Field Campaign Management

·        Offline Planning in Field Trade Promotion Management

·        Offline Planning in Field Opportunity Management

More Information

For information about working with planning data directly in the CRM Marketing Planner, see Key Figure Planning in Marketing.