Marketing Fund Managment Integration

HI Experts

I Just want to be sure if the Marketing Fund Managment, use BW-BPS and ECC PS as Integration Element as in previous scenario or for example by standard is possible to use Internal Orders or Cost Centers in ECC instead of WBS.

It;s not clear in all the documents i have how is the Integration elements in this new functions betwen CRM and ECC and CRM and BW-BPS or BW-IP. etc,

Thanks for any information

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Hello Luis,

I have exactlay the same problem, because in SPRO for marketing planning the BPS is mentioned.

As far as Iknow BPS is an old tool. What about the use of BI IP or BPC?

If you any information on that, I would be happy if you share it with me.

Thanks a lot and kind regards

Hannes

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Hi Hannes

Me made the question directly to SAP, and the integration is with BPS, of course is possible to build any other solution with IP or BPC, but is not going to be integratyed directly witn CRM Marketing or CRM Sales.

My question is basically in the Integration of MFM beteween CRM and ECC and also BW, i understand that in ECC we still need to use WBS, and for that is required to use the standar integration to the Marketing replication to ECC woith PS.

But is not relaly clear in the documentation, or we have to use also Fund managment in ECC.

Best Regards

Dear Luis,

Sorry I've just come across your post... Let me explain the process flow and systems leveraged in the process... I'm also attaching an overview of the process flow.

1- Create a budget/fund in CRM, post budget and release.

2- Create a campaign in CRM, add relevant details (marketing plan, marketing organization, etc.)

3- Plan the costs(marketing spends) you expect for the execution of the campaign (creative, print costs, advertising, etc.). -> This 'embedded' planning within a CRM campaign uses BPS. The Marketing spends are mapped to Expense types in CRM funds management as part of basic set up.

4- Next step is to select the Fund/Budget you will draw from to cover the planned costs entered above.

5- In the campaign you can also enter requests for goods or services you will need for the execution.

6- Change campaign status and upon releasing the campaign a few things happen:

first the budget amounts get 'reserved' and amounts deducted from the selected fund(s)
a WBS is created in ERP PS as a cost collector for the campaign
if a purchasing request line item was listed on the campaign, then a Purchase requisition is created in ERP and assigned to the WBS.

7- Run a batch job to pull the 'commitments' (PR/PO) data to the Campaign and funds management checkbook.

8- When invoices are posted against the PO this creates a settlement, which again is pulled automatically to CRM through batch jobs.

To your point about using BW-IP/BPC, those technologies are not yet embedded within campaigns today. Those planning tools could be used during the Annual marketing planning process and used to feed the creation of the funds in CRM.

I hope this helps. Let me know if you have any other questions on this topic.

Anik

Dear Anik,

As mentioned in step 6 when Campaign is released WBS is created in PS system and costing will happen .

If client do not have ERP PS licence in this scenario please explain how Marketing fund management will work for Marketing planning & Camapign management with PR /PO and settlement and how the data will flow to BI system.

Thanks & Regards,

Anup Reche

Dear Anup,

To execute the process in standard and complete the loop with consumptions against your fund/budget, then PS (WBS) is required. At this point, any other options (eg Internal Orders) will be project work.

Anik

Dear Anik ,

Thanks for your reply.

i have few doubt

1. you mentioned " any other options (eg Internal Orders) will be project work".

Please brief in detail so that i can understand.

Following points are raised considering SAP standard scenario .

1. How the Top down budgeting data will be mapped to Fund Management.

2. How the Top Down budget data will flow to ECC from SAP BPS system.

Thanks & Regards,

Anup Reche

Hi Anup!

1a. In ERP there are 2 ways to track project costs: WBS elements and IOs (Internal Orders). Our standard integration as part of Marketing Funds Management(MFM) is with the WBS element. So, that's why I said any other option would require project work.

1b. The old Top Down Budgeting(TDB) in CRM (which leveraged BPS) is not integrated to Funds Management and not recommended moving forward.

2. The old process using TDB offered a budget retraction option to post budget to ERP, but as mentioned above this is no longer recommended.

Within MFM, there is no transfer of CRM budget to ERP, but there is a budget check on the campaign to ensure the purchasing items do not go over the reserved budget.

I hope this helps clarify.

Anik

Hi Anik,

We are having issues getting the settlements to come into CRM from the WBS Element in ERP. In your reply above you state:

8- When invoices are posted against the PO this creates a settlement, which again is pulled automatically to CRM through batch jobs.

Do you know what program that batch job is supposed to run? We've been trying to use RCRM_MKTPL_PURCH_WBS_ACT_COM but currently it's not pulling anything from ERP.

Thanks,

Virginia

Hi Virginia!

I'm not sure of the technical name... There are 2 reports/jobs in CRM standard that will pull commitments and actuals from ERP: (Funds Mgmt work center -> create job)

1- 'Actual Download from ERP'

2- 'Actuals and Commitments Load'

the first uses RFC and the other middleware. So for #2 there are a few things to check in middleware to ensure proper upload.

BTW, in ERP have you mapped Cost elements to Expense Types?

SPRO > Integration with Other mySAP.com Components > CRM > Settings for Financial Accounting

This is not mandatory, just helps to understand.

I would need a little more details to help pinpoint the heart of the issue...

Anik

Hi Anik,

Yes, we have mapped the Cost Elements to Expense Types. However, we have chosen not to use purchase orders. Due to this, neither of the jobs work. There is a section of code within the programs that looks for purchasing items. If it doesn't find any, it doesn't look in ERP for any actuals. We added code in a user exit to get around that and now it works great.

Thanks for your help with this. I really appreciate it.

Virginia

Thanks for updating the post on the resolution.

Regards,

Anik

Hi Anik,

I have a doubt in the process of creating purchase requisition from campaigns.

If there are multiple funds assigned to the campaign,while creating purchase requisition from which fund ID the amount will be deducted? Where should i do the settings for this?

Regards,

Gowri

Hi Gowri!

First, purchase requisitions(PRs) and purchase orders(POs) are considered commitments and tracked in the 'committed' value category(VC) of the checkbook.

The committed VC does not affect the reservations/reserved VC, it is there to give visibility to the commitments, and balances out with the settlements/settled VC. As invoices are paid, 'settled' goes up and 'committed' decreases.

So, the actual reservation does not occur based on comittments, but based on the planned costs entered within the campaign planning area. When entered, this indicates the costs expected to execute the campaign and is the basis for the reservation/deduction of dollars from the selected fund(s). FYI - It is possible to have settlements against the WBS that may not come from POs, which you may want to account for when planning budget requirements.

When creating PRs, there is an internal check within the campaign that checks if the PRs amounts entered exceed the expected costs (i.e. reserved amounts/budget) for the campaign.

Hope this clarifies.

Anik

Hi Anik,

Thanks a lot for your reply.

Let me explain you the scenario.

In a campaign, the planned cost is Rs.100/- There are two funds for this campaign (Fund A and Fund B) with cost allocation of 50%. Therefore the reserved value in each of these funds is Rs.50/- each.

Now I create a purchase requisition for Rs.25/-

My doubt is from which fund the PR will get settled.

Regards,

Gowri

Hi Gowri,

When you allocate some amount or budget or cost expected in your planning profile, and you also have two funds allocated 50-50, on save system based on your config settings of creation of fund usages, system create a fund usage and divides the entire amount you allocated in planning profile 50-50 to each of the funds.The fund usage has header mapped to campaign and it has items mapped to each of the funds and the reserved key figure on item represents the amount taken from that fund.

The reserved key figure on the fund usage is the aggregate of the reserved of each items.

When you raise a PR from CRM, I think you need to create a PO with the WBS element[nothing but the campaign id on which you created PR in CRM],cost element [mapped to crm expense type] captured in the account assignment tab. Then this amount captured in PO reflects as committed amount to the WBS element and this committed amount can be from one PO or multiple POs. When you create a invoice towards these POs it will capture as costs on the WBS element[nothing but the campaign id on which you created in CRM].

When you run the erp actual download report, it checks if there are any WBS elements which has PRs associated in CRM, if yes then it makes a RFC call to ECC to get the costs captured on these WBS elements. Then based on the expense type associated to the cost element on the PO it will create corresponding fund usage in CRM for the campaign, if the amount is settled then it captures in key figure settled for that fund usage and if you check the fund usage the settled amount is proportionately divided among the funds allocated to the campaign.

Hope this helps

Amol

Hi,

Thanks indeed. Your inputs were really helpful. Will keep posted on this, after completing the testing.

I have a doubt on accrual calculation run.

We were able to see the committed value category in the check book, matching the PRs/POs created. When it comes to accrual calculation run, we are facing a challenge. The accrual balance information is not populating after the calculation run.

Does this have any dependency on the funds plan date (fiscal period)? The period mentioned in fund plan is in future.

Awaiting your inputs.

Regards,

Gowri

Hi Gowri!

The accrual process is done in 2 phases... the 1) accrual calculation run and the 2) accrual posting.

In 1) the system looks at the accrual period you selected and at all the relevant campaigns that are running during that time to see if any amounts have to be accrued (this will depend on the accrual method you chose, eg accrue over a period or at beginning of the campaign).

Then you can search for the accruals to review them and manually change if needed.

If all ok, you can then run the accrual posting job that will take those amounts and post them, at which point the posting will consider the actuals posted in the checkbook and post the delta in the accrual value category of the checkbook.

Let me know if this helps.

Anik

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