Co Pa Planning

8/16/2019 Co Pa Planning

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created by Sanil Bhandari on Sep 26, 2013 9:26 AM, last modified by Sanil Bhandari on

Sep 26, 2013 11:06 AM

Version 2

lannin! is a "ey tool a#ailable in rofitability Analysis $%&A', (hich is (idely )sed to plan for ann)al forecast for rofitability lans and trac" the act)als a!ainst the planned

fi!)res* lannin! in rofitability Analysis allo(s to plan Sales, re#en)e and profitability

data in any selected profitability se!ments* +he plannin! data can be displayed in #ario)s(ays, dependin! on b)siness demands* t is not a standalone component* t can not only

send data to other applications b)t it can also recei#e plannin! data from those

applications* t is also not limited by any specific time frame* +he plannin! can be done

more than one fiscal year at one or on a rollin! basis* +he data can also be planned by postin! periods or calendar (ee"s* t is also possible to create and store plannin! data in

different plan #ersions*

+he plannin! frame(or" is the main (or"in! en#ironment for sales and profit plannin!*t contains all possible settin!s for b)ildin! the plannin! frame(or"* +he plannin! can be

carried o)t from this frame(or" screen* MS -.cel can be )sed as a plannin! screen for plannin! data in the SA system* +he plannin! frame(or" allo(s for plannin! (ith or

(itho)t MS -.cel* +he #ario)s (ays in (hich man)al plannin! can be e.ec)ted are as

)nder:

lannin! (itho)t -.cel

lannin! (ith -.cel inte!rated in SA nterface

lannin! (ith offline plannin! in -.cel and)ploadin! data into the SA system

+he first step in %&A plannin! is the plannin! frame(or"* t contains the elements li"elannin! /e#el, lannin! ac"a!e, lannin! Method and parameter set* +he

confi!)ration transaction for creation of plannin! frame(or" is -M* +he first step is

to set the &peratin! %oncern*

http://scn.sap.com/people/sanil.bhandarihttp://scn.sap.com/people/sanil.bhandarihttp://scn.sap.com/people/sanil.bhandarihttp://scn.sap.com/servlet/JiveServlet/showImage/286418/PIC1.pnghttp://scn.sap.com/people/sanil.bhandarihttp://scn.sap.com/people/sanil.bhandari


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+he ne.t step is to create a plannin! le#el* lannin! le#el is )sed to determine the le#el at(hich the plannin! is re)ired to be done )sin! the characteristics* n the transaction

code -M, ri!ht clic" on lannin! /e#el*

o( enter the plannin! le#el and description of the same*

o( ri!ht clic" on the lannin! /e#el created to add the characteristics needed for

plannin!

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+he characteristic #al)es are specified in a plannin! pac"a!e* i!ht clic" on the plannin!le#el and clic" on 4%reate lannin! ac"a!e5*



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Specify the name and description of the plannin! pac"a!e*

-nter the #al)es (hich can be defa)lted*

+he stat)s of the plannin! pac"a!e (o)ld be in ed* o)ble clic" on the stat)s and

chan!e it to the re)ired stat)s

+he ne.t important step is the definition of plannin! method* +he plannin! method is a

f)nction (ith (hich the plannin! data can be

entered and chan!ed* +he plannin! method can be man)al or a)tomatic* +he a)tomatic



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plannin! allo(s to copy and re#al)ate act)al or plannin! data for a lar!e n)mber of

profitability se!ments at once* &n the other hand, the man)al plannin! method allo(s

yo) to define the plannin! screens as per re)irement at any de!ree of detail*

+he ne.t step in the plannin! process is the creation of the parameter set* t contains allthe settin!s re)ired for e.ec)tion of plannin!method* i!ht clic" on 4-nter lannin! ata5 and than clic" on 4%reate arameter Set5

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-nter the parameter set name and description

n the ne.t screen, enter the re)ired details li"e plannin! layo)t, c)rrency etc* and Sa#eit* +his (o)ld create the parameter set*

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+here is a chec"bo. for inte!ration (ith e.cel* +his chec" bo. m)st be tic"ed as Acti#e,

if inte!ration (ith e.cel is re)ired* f this isnot tic"ed, the e.cel inte!ration (ill not (or" (ith %&A plannin! frame(or"* +he ne.t

step is to define the plannin! layo)t* +he plannin! layo)t (ill

determine ho( the screens (ill loo" li"e (hen the plannin! data is entered and (hichfields (o)ld appear on the screen* +he plannin! layo)t can be

created7modified )sin! transaction code -18 or -16 or thro)!h the parameter set by

clic" on 4%reate5 icon*



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-nter the layo)t description, name and choose the %haracteristics as eader and /ead

%ol)mns as re)ired*

%hoose the #al)e fields that are needed and sa#e



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%hec" if the layo)t meets the re)irements* +his can be done in transaction code -18 or -16



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&ther options for editin! are a#ailable



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+he plannin! frame(or" is no( complete and (e can no( e.ec)te plannin!

lannin! (itho)t -.cel nte!ration

-ns)re that nte!rated -.cel chec" bo. is not tic"ed in the parameter set in transaction

code -M

o)ble clic" on the parameter 4S-+15* +his (o)ld open the plannin! screen



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o( enter the planned #al)es and sa#e

o) can chec" the postin! in -28 or )se the path in the men) path as )nder:



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lannin! (ith nte!rated -.cel

-.cel is inte!rated in the standard SA plannin! screen* +he chec"bo. sho)ld be tic"ed

in the transaction code -M

o( do)ble clic" on the parameter set to open the e.cel based plannin! screen



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&nce Macros are enabled, embedded e.cel screen opens in SA nterface



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&nce the planned data has been entered, sa#e the planned data

lannin! (ith -.cel ;pload

-ns)re that the nte!rated -.cel chec"bo. is tic"ed in the arameter set* o)ble clic" on

the same and !o to -.cel nte!rated plannin!

screen* -nable the macros* n the plannin! screen !o to Settin! and clic" on


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o( clic" on 4Sa#e ', and the file s)ffi. ?*+@+? $e.ample:

/A>*+@+'* hen yo) later )pload -.cel files into the SA System, this !eneric file

name lin"s the file on yo)r local % to the filedescription*

After this sa#e the o#erall plannin! as sho(n belo(:

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n the e.cel plannin! screen, do file 4Sa#e as5 to sa#e the -.cel lannin! /ayo)t for

f)t)re )se :

-.ample the e.cel layo)t is sa#ed as 4/A15 on yo)r /ocal comp)ter* &nce the file is

sa#ed on the local comp)ter, it is not re)ired to come a!ain to -M and e.ec)te all the

steps for !enerate of the e.cel template* )st )se the sa#ed e.cel file, enter the planneddata as +@+ and )pload the same )sin! transaction code -13

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Sa#e the file in +@+ format

=o to -13 or )se the path as belo(:

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o) can chec" the planned data in -28*

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