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.