How To Fix CRM_MKTPL287 - Type cannot be changed since funds plan is still assigned

SAP Error Message - Details

• Message type: E = Error

• Message class: CRM_MKTPL - CRM Marketing: Marketing Planning Messages

• Message number: 287

• Message text: Type cannot be changed since funds plan is still assigned

Self-Explanatory Message

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Smart SAP Assistant

• What is the cause and solution for SAP error message CRM_MKTPL287 - Type cannot be changed since funds plan is still assigned ?

  The SAP error message CRM_MKTPL287 indicates that a type cannot be changed because a funds plan is still assigned to it. This typically occurs in the context of marketing planning or budget management within the SAP Customer Relationship Management (CRM) module.
  Cause:
  The error arises when you attempt to change the type of a marketing plan or a related object (like a campaign or project) that has an associated funds plan. The funds plan is a financial structure that allocates budgetary resources, and SAP prevents changes to the type to maintain data integrity and ensure that financial commitments are not disrupted.
  Solution:
  To resolve this error, you can follow these steps:
  
  
  Check the Funds Plan Assignment:
  
  Navigate to the relevant marketing plan or object in SAP.
  Verify if there is an active funds plan assigned to it.
  
  
  
  Remove the Funds Plan:
  
  If you need to change the type, you will first need to remove the funds plan assignment.
  This can typically be done in the marketing plan or campaign management area by editing the plan and removing the funds plan.
  
  
  
  Change the Type:
  
  Once the funds plan is removed, you should be able to change the type of the marketing plan or object without encountering the error.
  
  
  
  Reassign the Funds Plan (if necessary):
  
  If you still need a funds plan, you can reassign it after changing the type.
  
  
  
  Consult Documentation:
  
  If you are unsure about the process, refer to the SAP documentation or help resources specific to your version of SAP CRM for detailed steps.
  
  
  
  Check User Permissions:
  
  Ensure that you have the necessary permissions to make changes to the funds plan and marketing objects.
  
  
  
  Related Information:
  
  Transaction Codes: Familiarize yourself with relevant transaction codes such as CRMD_ORDER for managing marketing plans and campaigns.
  SAP Notes: Check SAP Notes for any known issues or additional guidance related to this error message.
  User Roles: Ensure that the user roles and authorizations are correctly set up to allow for the necessary changes.
  Testing: After making changes, conduct thorough testing to ensure that the marketing plan functions as expected without the funds plan.
  
  If the issue persists after following these steps, it may be beneficial to consult with your SAP support team or a technical consultant who specializes in SAP CRM.