You want to set up BPS planning in Marketing Planning (planning for marketing plans, campaigns, deals, and trade promotions), Account Planning and Opportunities. The key figure planning is performed together with the planning tool Business Planning and Simulation (BPS). This planning tool is completely integrated in Marketing, which means that it is automatically called when you enter key figure planning data in Marketing, despite being in another system. However you will need to set up the RFC connection from the CRM system to the BW system.
This article explains how to set up the RFC connection from the CRM system to the BW system. Furthermore this article contains some common issues related to the set up of the RFC connection.
SAP Reference IMG - SAP Customizing Implementation Guide
Key Figure Planning; RFC connection; RFC destination; Trusted System; RFC Trusted Systems; Define Key Figures; SEM Planning; Planning Profile; Decimal Notation; Kennzahlenplanung; RFC Verbindung; Vertrauensbeziehung; Kennzahlen definieren; SEM Planung; Planungsprofil; Dezimaldarstellung; SM59; CRM_MKTPL_SEM_MB; RSNDI_MD_ATTR_TEXTS_MAINTAIN; CGPL_SHLP_SEM_PROFILE; UPC_PROFILE_F4; DYNPRO_SEND_IN_BACKGROUND; CL_CRM_MKTPL_IMG_ACCESSGET_SEM_CENTRAL_SETTINGS; CALL_FUNCTION_CONFLICT_TYPE CX_SY_DYN_CALL_ILLEGAL_TYPE; , KBA , CRM-ANA-PS , Planning Services , CRM-BTX-OPP , Opportunities , CRM-MKT-MPL-ST-KFP , Key Figure Planning , How To
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