3 Ways to Adjust the Marketing Planner Interface to Meet Your Needs

  • by Marek Andrzejczak, Senior SAP Consultant
  • April 8, 2009
Find out advanced methods to configure the screen layout and field properties on marketing plans and campaign documents by changing settings in Marketing Planner. In addition to the basic personal settings, you can also use modifiable and influencing fields as well as the CRM_MKTPL Business Add-In.
Key Concept

In the Marketing Planner configuration options, you can set desired screen attributes for most of the fields by making settings for modifiable fields (fields for which you can change screen attributes). You can also set screen options for one field that is dependent on the value entered in another field, which is called an influencing field.

Information required for the various marketing actions in SAP CRM differ significantly depending on company requirements or the kind of campaign. That’s why when you implement the SAP CRM Marketing application you usually have to adjust the Marketing Planner screen layout.

However, configuring the screen layout on marketing documents is quite complex and hardly documented. I’ll present the available configuration options for changing the layout and behavior of user interface (UI) in Marketing Planner. Using standard configuration, you can even control options that depend on user-entered variables, such as campaign type or person responsible. The processes in this article apply to those using the SAPGUI in SAP CRM 2005 and mySAP CRM 4.0.

To configure the screen layout on marketing documents you can use one of the following techniques:

  • Personal settings: Provides the user a small set of personalization options

  • Field selection configuration: Allows you to change the UI using standard configuration available in transaction SPRO

  • Implementing the Business Add-In (BAdI) CRM_MKTPL: Enables you to program your own logic and change the user interface according to its results

Marek Andrzejczak

Marek Andrzejczak is a senior SAP consultant specializing in SAP CRM and SAP SD. As a leading consultant he has taken part in several SAP CRM and SAP ERP implementations, including global template solutions. In this role, Marek helps to define and implement SAP CRM/SAP SD strategies for customers from the retail, FMCG, media, construction and food industries. Marek is an SAP-certified consultant in the areas of SAP CRM, SAP SD and ABAP.

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