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How to set up print action for marketing plan objects

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You want set up the print actions for any marketing plan object such as marketing plan, campaign or trade promotion. This provides the possibility to print out or preview the details of the marketing plan object in pdf format.


How to set up the print action is described in the SAP online help:

Print Preview and Form Management - Loyalty Management - SAP Library

Additional documentation how to set up the customizing is available in the following SAP notes:

647087 - Print Preview functionality for Marketing Planner PCUI

1321751 - Print Preview for Marketing Planner CRM 6.0 and up

This document should complete the available documentation.

The printing function uses actions of 'smart form' processing type. Therefore a smart form used for printing needs to be created in a first step. This is to be done using transaction SMARTFORMS.

SAP provides the standard smartform for marketing plan objects:

CRM_MKTPL_DEFAULT_CONSUMER     Mktpl Trade Act Def Form

CRM_MKTPL_DEFAULT_DEAL                Mktpl Trade Act Def Form

CRM_MKTPL_DEFAULT_MDFINI             MDF Initiatives Act Def Form

CRM_MKTPL_DEFAULT_MDFPROG       MDF PGM/SPG  Act Def Form

CRM_MKTPL_DEFAULT_PLAN                Mktpl Trade Act Def Form

CRM_MKTPL_DEFAULT_TRADE             Mktpl Trade Act Def Form

CRM_MKTPL_INVITATION                       Form for Marketing Planning

In a next step the print action needs to be defined and need to be assigned to an action profile. This is done in the following customizing:

SAP Customizing Implementation Guide

Customer Relationship Management

Basic Functions

Actions

Actions in Marketing Planning

Change Actions and Conditions

Define Action Profiles and Actions

SAP provides the following common action profiles for each marketing plan object type:

CRM_MKTPL_CP Object Class CP Common Profile

CRM_MKTPL_IN  Object Class IN Common Profile

CRM_MKTPL_TP Object Class TP Common Profile

The common action profile contains the generic print actions for each marketing object type. The print action can however also be defined under the action profile used for a certain marketing plan object type.

The print action needs to be defined as processing type 'smart form'. Further the smart form needs to be assiged and the processing class. SAP provides the standard method CL_CRM_MKTPL_PROCESS_SMARTFORM=>PROCESS_SMART_FORM for that purpose.

In a last step the action profile needs to be assigned to the campaign type. This can be done directly in customizing:

SAP Customizing Implementation Guide

Customer Relationship Management

Marketing

Marketing Planning and Campaign Management

Basic Data

Define Types/Objectives/Tactics

The action profile can be assigned to the campaign type or the campaign element type directly:

Alternatively the action profile can be assigned to the marketing plan object type using BAdI CRM_MKTPL_OL_OBJ method SET_ATTRIBUTES.

Once those steps are performed the print action together with the preview should work. To test if there is any issue with the action determination the same action can be scheduled manually in the 'scheduled actions' assignment block:

This provides further analyzing tools.