You find questions and answers to the following topics:
- General Questions
- Budget Planning
- Program App
- Spend Management
- Marketing Calendar
- SAP ERP Integration
Does SAP Hybris Marketing Cloud Planning support multiple currencies?
Answer: Yes. Budget plans, programs, and campaigns can all be planned in a different currency. In each app, the amounts are shown in the object currency that was selected at creation time. The currency conversion is done using the rate type M and the start date of the object. For the actual and committed spend, the date used for the currency conversion is the posting date.
Purchase orders can be in the local currency and when these purchase orders are mapped to the campaign (via the WBS element) the campaign will aggregate this purchase order in the campaign currency. Currency conversions are also done in reporting when using tools like SAP Lumira so that you can plan in a currency but report in another currency.
Does the SAP Jam integration (show collaboration) feature have any link to the business object you are working on?
Answer: The SAP Jam side panel that is shown in the planning apps have no business object link. The panel shows the feed of a group that you are a member of, and allows you to select another group you are a member of, post comments, reply to comments etc. It is made to help you collaborate with SAP Jam without ever leaving SAP Hybris Marketing Cloud .
This said, the Jam post contains the link back to the app and the object from which the post was created from
Where can we see the actual spend and where are they coming from?
Answer: Actual spend can be seen in the following apps:
- Budget Plans
- Detailed Campaign Spend
Actuals can come from the following sources:
- Actuals and Committed retrieved from a OData service
- Actuals and Committed retrieved via native integration to SAP ERP
- Actuals and Committed uploaded via CSV using the “Import Data” app
- Actuals retrieved from Facebook
- Actuals retrieved from Paid Search
- Actuals retrieved from Externally executed campaigns
Can a user plan a budget that is more than his allocation?
Answer: Yes, there is currently no strict checks in place that prevent a user from planning a planned budget which is higher than the allocated budget. This is the same for the planned spend or proposed spend. A planned spend can be higher than the programs a proposed spend, and the planned or proposed spend can be higher than the planned budget or allocation. The KPI’s will be red or green based on certain rules to give the user a visual queue about certain thresholds which may be exceeded.
Can we view and plan budget using a table instead of a chart?
Answer: Currently, budget is planned and visualized using charts only but some of the data can be downloaded to excel.
Can we restrict the values that can be used in budget planning?
Answer: Yes. Using the Dimensions Relationships app, you can restrict which values are relevant between dimensions used in budget planning. For example, Brand A is not available in Canada.
How are campaigns funded with the marketing budget?
Answer: Campaigns can be grouped using a program. The program gets funding from a budget plan. Currently, funding can only be done through the program. Campaign cannot be funded directly
Can we extended the Program App?
Answer: Custom fields can be added to the Program object using the business context “Marketing Program” in the “Custom Fields and Logic” App. A key user can then add custom fields to the Details section and the Create Pop up of the UI by adapting the UI at run time. In addition to adding custom fields, standard fields can also be removed by the key user at runtime.
Can we save a variant of the campaigns table?
Answer: A personalized view of the campaigns table can be created by showing/hiding columns, grouping, filtering, sorting or rearranging columns. This view can then be saved as a variant. A Key user can also create a variant and make it available across all users in his organization.
What does approve spend do in spend management apps?
In the Quick Entry app, using the approve functionality will
- Set the spend status to approved
- Remove that or those campaigns from the Quick Entry app (they will be visible in the Detailed Spend Planning app)
In the Detailed Spend Planning app, using the approve functionality will set the spend status to approved. Note that spend status is not the same as the campaign status. There is no link between the two.
Does the lock icon in the Quick Entry app lock the campaign for editing?
Answer: The lock icon is only used in collaboration with the distribute button. When distributing a value down to your campaigns, you may lock a campaign. Locking a campaign would mean that the value that campaign currently has will not change, and the distribution will not affect that campaign.
Is there a way to navigation from the Campaign app to the spend management apps?
Answer: Yes, if the campaign already has a planned spend then there will be a tile in on the general information tab of the campaign showing the planned spend. If you click on this tile, you will be navigated to this campaign in the Detailed Spend Planning app.
There is a KPI widget showing sentiments in the calendar, how are these sentiments related to the campaigns that are visualized in the calendar?
Answer: The calendar does not do anything special with respect to the sentiments shown in relation to the campaigns shown.
The Sentiment Engagement app is the app responsible for showing and managing sentiments, the calendar just shows those sentiment values between the giving time periods you selected in the calendar. You can use the sentiment values as insights to see if the campaigns you are running at a certain point in time are causing a lift or dip in sentiment.
Can we use IO’s (Internal Orders) as cost collectors in ERP a use this with spend management?
Answer: No, we currently only support WBS Projects and Elements as cost collectors. When a campaign is released, a WBS Project is created in ERP. Each spend item in the campaign (in spend management) has its own WBS Element under this project.
How are actual and committed spend brought back into SAP Hybris Marketing Cloud?
Answer: As of the 1605 release there are 3 ways:
- We have an OData service that can be used to bring actual and committed spend into SAP Hybris Marketing Cloud , in case you don’t have a SAP ERP but another financial system.
- We have a native SAP ERP integration from SAP Hybris Marketing Cloud to SAP ERP. A purchase order has a field which allows you to pick a WBS element.
This WBS element represents a spend item in the campaign in spend management. This is how we bring back the costs from a purchase order and link it to a campaign in SAP Hybris Marketing Cloud .
- We an Import data app that can be used to import actual and committed spend with a CSV file.
Is there a standard integration with S/4HANA (sFin)?
Answer: Currently the standard ERP integration is only with SAP ERP from Business Suite.
What objects have been enabled for Workflow?
Answer: Workflow can be used for Marketing Campaigns and Target Groups
Can I setup rules to decide when approvals are required?
Answer: Rules can be setup using the “Manage Workflow app”. An example of the rule could be “Marketing Area equals to North America and Planned Spend greater than 10K”. If none of the rules are met, then the workflow is automatically released.