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Display Planner
Profiles
Note
The possible planner profile settings described
below are not relevant to preparing the initial planning
screen (see
Prepare Initial Planning Screen ). It may be necessary to display
your settings for planner profiles if you had already set up sales and profit
planning prior to Release 4.6A and are now changing over to the initial
planning screen.
If it is not possible to switch to the initial
planning screen for the moment, you can make changes by choosing
Table View -> Display->Change. However, this option should
only be used in exceptional circumstances since SAP reserves the right to
phase out the transactions for the old planning functions in future
releases.
Defining Planner
Profiles
In this activity, you can define planner
profiles to shape your planning process in sales and profit planning.
Planner profiles are used throughout CO as well as in Profitability Analysis.
The other applications include Overhead Cost Controlling (CO-OM), Profit
Center Accounting (EC-PCA), and the Executive Information System (EC-EIS).
Consequently, you can define separate parameters for planning in these
applications and planning in Profitability Analysis.
Planner profiles have a hierarchical
structure:
- Planner profile overview
- Settings for Profitability Analysis
- Profitability Analysis layouts
- Parameter settings for layout
You can assign each
planner profile an authorization group.
By assigning authorization groups and specifying fixed parameters (i.e. those
which cannot be overwritten), you can provide your users detailed
authorizations for creating plan data.
- Settings for Profitability
Analysis
Here you can define
default settings for the current operating concern. Note that the type of
Profitability Analysis also plays a role here. ( Set
operating concern.)
The field "Items"
indicates whether or not any planning layouts have already been assigned to
the profile.
For Profitability
Analysis, you can store two default distribution keys for each planner
profile. The system automatically defaults the distribution key "2"
(Distribution as before) here. If you want to use segment-specific
distribution keys, you can specify an access key here instead of a
distribution key.
If you want to use top-down distribution in
manual planning, you need to specify the desired distribution profile. This
contains all the parameters for top-down distribution in manual planning (see
Define Distribution Profile).
- Profitability Analysis layouts
You can assign one
or more planning layouts to each planner profile. If you assign more than one,
you can scroll between the planning layouts in planning using "Goto -> Next
layout" and "Goto -> Previous layout".
If no layout has
been assigned to the profile yet, you can enter a new one. The system
automatically issues an item number. If you would like to change an existing
layout, delete the entry and create a new one.
The "Default
parameters" field indicates whether default characteristic values have been
predefined for the layout.
If you deselect the
"Overwrite" field, the users who work with that profile must use the
parameters you specify in the profile. They cannot overwrite the defaults with
other values.
If you leave
indicator selected, the parameters you specify serve as defaults which can be
overwritten at any time.
The "File
description" and the "Integrated Excel" fields are only relevant if you want
to use Microsoft Excel as your planning tool. If you select "Integrated
Excel", the system displays Excel within the R/3 window in planning. In this
case, you can enter a file name that should be used to link the fields of the
Excel worksheet with those in the planning layout. If you do not enter a file
name here, the system defines one automatically when you save.
- Default parameters for layout
You can specify
characteristic values to be used as default parameters for the planning
layout.
The system lets you
specify values for all the variables defined in the planning layout. You can
specify these parameters separately for each profile item for the planning
layout.
If you have selected
"Integrated Excel", you can define a template for planning in Excel as well by
choosing "Goto -> Overview screen". For information on what settings you
can make in an Excel template, see "Setting Up Integrated Excel" in the CO-PA
online documentation.
Requirements
The operating concern must be complete and
active before you can create planner profiles for Profitability Analysis (see
Maintain Operating Concern). In addition, planning
layouts must already be defined (see
Create Planning Layouts).
Activities
Process the planner profiles in the following
order:
1. Planner
profile overview
a) Create a new
profile using the function "New entries", or copy an existing one using "Copy
as".
b) Enter an
explanatory text for the new profile and, if desired, assign an authorization
group.
2. Settings for
Profitability Analysis
Enter the default
distribution keys for the operating concern. Select the entry and choose
"Profitability Analysis Layouts" in the navigation box.
3.
Profitability Analysis layouts
Assign a planning
layout to the profile. Deactivate the indicator "Overwrite" if you do not want
the users to be able to overwrite your settings. Select "Integrated Excel" if
you want to use Microsoft Excel as your planning screen with this
layout.
4. Default
parameters
Enter values for the
variables defined in the planning layout. If desired, define and format an
Excel worksheet has a template for your planning screens.