Entering content frameProcedure documentation How To Plan Using Integrated Excel Locate the document in its SAP Library structure

Prerequisites

To be able to use Microsoft Excel as your planning screen in the SAP System, you need to make the appropriate settings either in Customizing under Define Planner Profile or when defining the parameter set for the Enter planning data planning method (CO-PA only). For more information, see Setting Up Integrated Excel.

Procedure

  1. CO-PA: Execute the planning method Enter planning data using a parameter set for which Excel has been activated as the planning tool. This automatically calls up Excel within the SAP window.

Other applications: Enter planning using a planner profile and choose a planning layout for which integrated Excel has been activated. To open Microsoft Excel in the SAP System window, choose This graphic is explained in the accompanying text. (It is not possible to use Excel to create planning data in the period screen.)

  1. Enter your planning data.

Note the following:

  1. Post the data by choosing This graphic is explained in the accompanying text.

You then return to the initial screen.

 

 

 

 

 

 

 

 

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