Disaggregating Planning Data in Manual Planning (SAP Library

Disaggregating Planning Data in Manual Planning

Use

In disaggregation, planning data is distributed from a higher level to lower levels when you save your manual planning. Proportional factors from the planning hierarchy are used when planning data is disaggregated.

Proportional factors are used in calculations depending on the level at which you start planning and if planning data exists at lower levels.

If no planning data exists at a lower level:

Start planning at a higher level. If this is the case, proportional factors from the planning hierarchy are used to distribute planning data from a higher level to a lower level.

If planning data exists at a lower level:

Planning data has already been maintained at a lower level. Enter planning data at a higher level. If this is the case, two options exist:

You can use the proportional factors from the planning hierarchy. Existing planning data is disregarded.
You do not want to use any proportional factors from the planning hierarchy. Existing planning data is retained. If this is the case, planning data is distributed according to the current status of the planning data at a lower level.

Choose the option you wish to use in Customizing for the planning hierarchy version.

You can maintain a maximum of three proportional factors in the planning hierarchy. This means that you can disaggregate planning key figures using three different rules (proportional factor 1, proportional factor 2, proportional factor 3).

Define the proportional factor to be used for the planning key figures when you define planning key figures for a planning step.

Depending on the disaggregation type for the planning key figures, choose between the two options for disaggregating data in accordance with the proportional factors.

Use proportional factors to disaggregate by distributing planning values from a higher level to a lower level. This method is particularly suitable for key figures with quantity or value fields (for example, stock or sales).

Disaggregate the average planning value in accordance with proportional factors. The method is particularly suitable for average key figures (for example, inventory turn).