For several marketing plan objects the status management is one of the key indicators for defining the business process. Depending on the object type, campaign or trade promotion, the current status either triggers any business transaction or determines which business transactions can be executed for that marketing project. In trade promotion management for example the status 'released' triggers the conditions generation, whereas in campaign management a campaign that is not released must not be executed. Depending on the object type the status management does have different meaning and is used differently.
Further there is a difference between user and system status. A user status defines and triggers the process, whereas the execution is controlled by system status only. That means once a user status is set, a business transaction is triggered that sets the corresponding system status. Depending on the customizing the online user can set user status only, system status only or can set both, user and system status.
Status Managent Customizing
The customizing is the same for all marketing plan object types. In case user status are used the same need to be defined in the user status profile. This is available in the following customizing path:
Customer Relationship Management
Marketing
Marketing Planning and Campaign Management
General Settings
Define Status Profile for User Status
The user status profile contains all available user status for a marketing project. This includes the following fields:
- status order number
- status ID and short text
- lowest and highes status number: a status has a certain order number, the lowest and highest status number define which status can be set from a certain user status
- authorization key: defines which authorization is required to set a certain user status
- business transaction: business transaction that is triggered by setting the user status
Table TJ30 contains the mapping of a certain user status to the technical ID such as E0001.
The status profile can be assigned to the marketing plan object type or can be assigned manually. The assignment happens with the following customizing:
Customer Relationship Management
Marketing
Marketing Planning and Campaign Management
Basic Data
Define Types/Objectives/Tactics
This contains the assignment of the user status profile. Further the marketing plan object type defines wheather system status can be set directly or if the control is done via user status only.
User Status Management
The example shows a trade promotion with a user status profile assigned. On creating the trade promotion the initial user status is set.
This comes from the user status profile customizing.
From this status system allows to set the following status.
When the trade promotion type customizing is changed to hide the system status only the user status appear in the status drop down list.
The user status that is available in the drop down list is controlled by the lowest and highest status number in the customizing.
The next user status allows more different status to be set.
Once any user status triggers a business transaction, the same sets the system status as defined in transaction BS33.
Setting the user status APTP 'Promotion Approved' triggers business transaction CAPR 'Approved' which sets the system status I1122 'Approved'.
System Status
In addition to the user status there are several system status that may be set directly in the marketing plan object. The available system status depend on the lifecycle of the marketing object. Depending on the mentioned customizing the system status can be set directly or can be hidden to the user.
The list of allowed system status is built in CL_CRM_MKTPL_STATUS_COLL=>GET_PERMITTED_CHANGES.
The following system status are available:
- Created CRTE: initial status for new marketing projects
- Released REL: released for the operative execution of the marketing activities
- generates conditions in a trade promotion
- Finished FSHD: the marketing project is finished/completed
- does no longer allow changes
- lower level marketing projects need to be finished as well
- Rejected CNC: the marketing project is cancelled
- rejected status can be set for released projects only
- lower level marketing projects need to be rejected
- Locked LCK: locks the marketing project
Status Design in Marketing Plan Objects
When a new marketing project the status customizing is read and the status object is generated. This is created in CRM_STATUS_OBJECT_CREATE. Other than for other marketing project data sets the status profile is stored in the general status object table CRM_JSTO only. There is no marketing project specific table available. Depending on the status customizing the initial status entries are created in table CRM_JEST.
Any status that sets business transaction 'Change Attributes' CGCH to forbidden, prohibits any further changes in the marketing project.
There are no changes allowed other than status changes.
Setting any status that sets CGCH is set to forbidden requires a change of the marketing project. This can be from any user status, with the transaction control or from setting system status rejected or finished.
Status Management in Trade Promotion Management
In trade promotion management there are several processes and events that are driven by setting a status. Those so called status driven events are defined in the following customizing:
Customer Relationship Management
Trade Promotion Management
Basic Data
Define Status-Driven Events
These events are triggered depending on a certain user or system status.
Further information on status driven events is available with the following SAP notes:
1521715 Warning messages for certain Status-Driven Events
1308738 Event handler setup for TPM Fund Integration
The status 'in simulation' is available for trade promotion objects only. This is used to simulate the conditions generation in trade promotions. The trade promotion generates PR and CD conditions but cannot be used - the condition records are generated for simulation reasons only.
Trade promotions with status 'in simulation' have the system status I1327 CSIM 'In Simulation' assigned. This status does not allow to move or delete trade promotions. An error is raised accordingly.
The same is valid for released trade promotions. A released trade promotion can never be deleted.
The status 'rejected' and 'finished' can be set for released trade promotions only.
Status Management in Campaign Management
A campaign that is not released cannot be executed. The campaign needs to be relaesed first.
Other than for trade promotions, campaigns that are released but not yet exectued can be delelted.
Status Dependencies in Marketing Plan Hierarchies
If there is a certain marketing plan hierarchy there status dependencies between the different hierarchy levels.
If any lower level project is released the higher level projects need to be in released status as well. Otherwise releasing the lower level project won't work. The same is valid for moving marketing projects. When moving a released project under an unreleased project an error is raised as well.
The check on the higher level projects for any status change is performed in CL_CRM_MKTPL_STATUS_COLL=>OBJECT_CHECK_ACTIVITY. For releasing the check is performed in CL_CRM_MKTPL_STATUS_COLL=>OBJECT_CHECK_RELEASE.
If any higher level project is finished or rejected the lower level projects need to be in rejected or finished status. Otherwise rejecting or finishing the higher level project won't work.
If undoing the rejected status in any lower level project the higher level projects must not be in rejected or finished status. Otherwise rejecting or finishing the higher level project won't work
Known issues
There are some known issues related to the status management in marketing plans. The issues should be solved with the following SAP notes:
2068420 Unable to close a marketing project if it has a child project in system status
2060455 Cannot Reset Rejected with CRM_MKTPL_COND_IF_R001 report
2032766 Check for higher level campaign on releasing element
2011227 Trade Promotion cannot be saved due to missing status object.
1966547 Changing the status is not saved when the Change History assignment block is open.
1940193 Campaign with user status allowed to be released
1901364 TPM: System status change not saved automatically
1900066 User status change cannot be saved
1899358 Not able to save new user status if attr. change forbidden
This document should provide an overview about status management in CRM Marketing Plan objects. In case you feel anything is missing, or anything is unclear please let me know.
