In SAP ERP, you can directly create a purchase request for products and services, from the marketing

projects campaign, trade promotion, and marketing plan.

Features
The following entry options are available when purchasing products and services:
 You can for example, enter the supplier and the delivery address.
 You can enter both internal products and external products.
 The system informs you of the current status of the purchase request.
 The actual costs are displayed at header level of the assignment block.
 You can use the purchase request ID in SAP CRM to go to the purchase request.
 You can use the purchase order ID in SAP CRM to go to the purchase order.
Updating the Status
In the Purchase Goods/Services assignment block, you can see the current status of the purchase
request in SAP ERP, but you can update the status only by selecting the Update Status pushbutton. For
example, you are informed whether a purchase order was previously created in SAP ERP.
If required, the backend change indicator in the assignment block also informs you of any changes made
to the purchase request in SAP ERP. This indicator is set if the status in SAP CRM differs from the status
in SAP ERP, or if the quantity in the purchase request in SAP ERP was changed, for example. The
indicator is deselected only when you go to the purchase request, using the purchase request ID link.
The following statuses are possible:
 A – Fully Delivered
 B – Purchase Order Created
 D – Deleted in ERP
 E – Incorrect Entry in CRM
If you enter a supplier that does not exist in SAP ERP for example, SAP ERP cannot create a
purchase request or any other transactions.
 K – Fully Billed
 L – Fully Delivered and Billed
 N – Purchase Order Not Yet Created
A purchase request was created, but there is no purchase order yet.
Displaying the Actual Costs
You can see the actual costs of the ordered items, in the header of the assignment block.
If you use funds management in the trade promotion, and have manually assigned a funds plan ID, SAP
CRM determines the costs.
If you do not use funds management, SAP ERP determines the amount for the actual costs.

 NOTE
It is possible for the user to display the actual costs from SAP CRM Funds Management, only if you have
scheduled the background job required for this. This background job transfers the actual costs from SAP
ERP to funds management in SAP CRM. To do this, use background processing in the CRM WebClient
UI at   Funds Management   Schedule Job  .
The background job has the report name Download Actual Costs from ERP (report ID
RCRM_MKTPL_PURCH_ACTUAL_ERP; job type ERP_ACTUALS). You can adapt the determination of
the actual costs to your needs, by using your own implementation of the BAdI
CRM_MKTPL_ACTUAL_COSTS. For more information, see the Relevant BAdIs section.
Budget Check
When you enter products and services, you can compare the costs in the marketing projects campaign,
coupon campaign, and trade promotion, with the respective planning costs. You can thereby perform a
budget check.
For planning with marketing spend types, the system compares the sum of the item amounts for a
marketing spend type, with the planning amount for this marketing spend type. If the sum of the amounts
is greater than the planned amount for the marketing spend type, the system outputs a warning.
For planning with measures, the system compares the sum of the item amounts, with the planning
amount for the measure. If the sum of the amounts is greater than the planned amount for the measure,
the system outputs a warning.
For trade promotions, the system compares the sum of the item amounts for each trade spend, with the
planning amount for the amounts reserved in funds management. If the sum of the amounts for each
trade spend is greater than the planned amount for the trade spend (reserved amount in the respective
fund), the system outputs a warning.
You can use this function only if you have made appropriate Customizing settings for the campaign, the
coupon campaign, and the trade promotion. By default, the system does not implement a budget check
for the marketing plan.
 If you carry out your planning in SAP NetWeaver BI with marketing spend types, make the
settings in SAP CRM Customizing at   Customer Relationship Management   Marketing   
Marketing Planning and Campaign Management   Key Figure Planning   Define Marketing
Spend Types  . The amounts for coupon campaigns are planned using marketing spend types. To
do so, enter the key figure that bears the amounts for the marketing spend type, and the
usage Purchasing Marketing Spend.
You must also have assigned plan type C (Cost Planning with Marketing Spends) to the planning
profile, in SAP CRM Customizing at   Customer Relationship Management   Marketing   
Marketing Planning and Campaign Management   Key Figure Planning   Define Planning Profile
Groups  .
 If you carry out your planning in SAP NetWeaver BI with measures, as is normal for campaigns,
make the settings in SAP CRM Customizing at   Customer Relationship Management   
Marketing  Marketing Planning and Campaign Management   Key Figure Planning   Assign
Measure to Planning Profile Group for Budget Check in the Purchasing Process  . Enter the
measure and the key figure for a specific planning profile group.
 In trade promotions, you check against the selected spend type. You make the settings for this in
SAP CRM Customizing, at   Customer Relationship Management   Trade Promotion
Management  Trade Promotions   Trade Spends   Define Trade Spends for Values  .
If you choose the value P (Purchase Trade Spend) for the usage of the spend type, you can use
the spend type in the purchasing process as the budget. You do not create conditions for this
spend type, although you need to have made appropriate Customizing settings for it.
You must also set up the integration of trade promotion management and funds management, in
Customizing. For more information see SAP CRM Customizing, at:
  Customer Relationship Management   Trade Promotion Management   Trade
Promotions   Funds Integration   Define Settings for Funds Integration  .
Relevant BAdIs
For the purchasing process in marketing projects, corresponding BAdI implementations were created in
SAP CRM and SAP ERP. You can develop your own implementations for these BAdIs, and so adapt the
purchasing process to your requirements.
SAP CRM
For the budget check, the following standard implementations of BAdI CRM_MKTPL_PURCHASING
were created:
 Implementation CRM_MKTPL_PURCHASING_CPG
Method CHECK_BUDGET_BEFORE_CREATE: For planning with marketing spend types, the
system compares the sum of the item amounts for a marketing spend type, with the planning
amount for this marketing spend type.
For planning with measures, the system compares the sum of the item amounts, with the planning
amount for the measure.
 Implementation CRM_MKTPL_PURCHASING_TPM
Method CHECK_BUDGET_BEFORE_CREATE: For trade promotions, the system compares the
sum of the item amounts for each trade spend, with the planning amount for the amounts reserved
in funds management.
SAP ERP
 BAdI definition CRM_MKTPL_ACTUAL_COSTS (implementation
CRM_MKTPL_ACTUAL_COSTS)
Method GET_ACTUALS: In the standard implementation of method GET_ACTUALS, the system
determines the actual costs for the purchases in a marketing project. The costs are read from the
WBS element. You can read the costs from the system in another way, for example from the
incoming invoices, although you require your own implementation for this.
 BAdI definition CRM_MKTPL_PURCHASE (implementation CRM_MKTPL_PURCHASE_IMPL)
Method GET_STATUS: In the standard implementation of method GET_STATUS, the system
reads the status of the purchase request. You can implement a more extensive status
determination for this method.
Method CHANGE_DATA: On the CRM side, not all data for the creation of a purchase request is
known, for example purchasing group, plant, account type. This data is added here.