Calling Up Planning Layout and Entering Planning Data for Reference Version 

  1. Under planning level IDES 140, double-click planning package IDES 140.

    2. On the right side of the screen, you now see the characteristics that have been selected for this planning level. You also see the corresponding characteristic values that determine the combination of characteristics to be used in planning.

  2. On the left of the screen, under Planning methods IDES 140, choose Enter planning data.

    3. You now see the parameter sets that determine, for example, which planning layouts are to be used for this planning session.

  3. Double-click IDES 140.

    4. The initial screen of the assigned planning layout appears.

    You now see, for instance, customer 1000 with the appropriate combination of products. You will be analyzing the data for this customer in the course of this process. The ratios for the planning layout have been selected in the same way as value fields. The following ratios have been defined: Price / unit, sales deductions / unit, cost of goods manufactured / unit, as has the formula contribution margin I / unit. An inverse formula has been created for the sales deductions ratio. This means that, whenever the prices or formulas are changed, the sales deductions are always adjusted accordingly. For this reason, this column is locked against entries.

  4. Switch to the first mode to view the report data again.

    5. By dividing revenue by the sales quantity for each product, you obtain the same prices as those shown in the planning layout. This is because the actual data is taken as the basis for planning.

  5. Switch back to your first session.

    6. No customer discounts have previously been applied in the case of customer 1000. You should now calculate what changes need to be made to the contribution margins in order to grant discounts and calculate the level of these discounts.

  6. Position your cursor on the top row under Contrib. Margin 1 / Unit.
  7. Choose Change values.
  8. In the dialog box, enter the following data:
    9.

    Field

    Data

    Revaluation factor

    -5

  9. Choose Revaluate.

    10. In the planning layout, the contribution margin has been reduced by 5 % because the customer was given a discount of 5 %.

  10. Position your cursor on the second row under Contrib. Margin 1 / Unit and choose Change values.
  11. In the dialog box, enter the following data:
    12.

    Field

    Data

    Value

    -200

  12. Choose Add values.

    13. This means that a discount of 200 DEM causes the contribution margin to be reduced by the same amount.

  13. Choose .
  14. Remain on this screen.