Displaying the Planning Framework 

Use

The planning framework allows you to structure planning efficiently using planning levels and content, to define customized planning layouts, and to assign these layouts to individual users with the appropriate authorization.

Procedure

  1. Call up the transaction as follows:
    2.

    Menu Path

    Accounting ® Controlling ® Profitability Analysis ® Planning ® Edit Planning Data

    Transaction Code

    KEPM

  2. In the dialog box, enter the following data:
    3.

    Field

    Data

    Operating concern

    IDEA

    Type of Profitability Analysis

    Select costing-based

  3. Choose .

    4. This dialog box is shown only once during the session. Once you have made your selection, the system always selects the given operating concern and the relevant type of profitability analysis.

  4. A list of different planning levels now appears.

    5. The characteristics with which planning is to be performed are defined in the planning level. Furthermore, you can define for these characteristics values that are to be used in the planning sessions.

  5. To obtain a customized selection for the planning level display, define your own personalization profile. Choose Edit ® Personalization profile ® Create personalization profile.
  6. In the dialog box, enter the following data:

    7. Field

    Data

    PersProfile (first field)

    IDES100

    PersProfile (second field)

    Customer name/ Mat. amount

  7. Choose .
  8. In the User ID field, enter your user name and use to open the following levels under Planning levels:
    9.

    Field

    Data

    IDES100

    Customer / Mat. amount

  9. In the Profile column, select IDES100.
  10. Double-click in IDES100.

    11. The planning method appears in the lower part of the screen.

  11. Open Enter plan data by choosing .
  12. In the Profile column, enter the following data:
    13.

    Field

    Data

    Enter plan data

    		  

    IDES100

    Select

    IDES100E

    Select

  13. Choose .
  14. Choose Set personalization profile.
  15. In the dialog box, enter the profile IDES100.
  16. Choose .

    17. The system then displays just the planning levels that you have assigned to yourself.

  17. Position your cursor on the planning level IDES100, then click the right mouse button.
  18. Choose Display planning level.

    19. On the right-hand side of the screen, you can see that the Characteristics tab contains, under planning level, the characteristics that were selected for this planning level. Under Characteristics list, you could also add to this planning level characteristics that have already been executed.

  19. Choose the Selection tab page on the right-hand side of the screen.

    20. You can save characteristic values that remain constant as default characteristic values for the selected characteristics.

  20. Position the cursor on the planning package IDES100 under the planning level and click the right mouse button.
  21. Choose Display planning package.

    22. Here you specify characteristic values that previously were not defined as fixed in the planning level but are to be left flexible. The period that is to be planned is also defined in the planning package.

    Different sales organizations, for example, that are assigned to different sales employees can also be planned for. Each employee then only has the authorization to create or display planning data for their area of responsibility.

    A planning package can also be defined as ad hoc when planning is executed. However, it will only be available for that particular planning session. The ad hoc method offers the advantage of being able to use non-fixed characteristic values practically as variables.

  22. Open the planning method by choosing Enter plan data (on the left-hand side of the bottom half of the screen).

    23. You now see the parameter set that determines, for example, which planning layout is to be used for this planning session.

  23. Position your cursor on the parameter group IDES 100 and then select the right-hand mouse.
  24. Choose Display parameter set.

    25. You can now determine which planning layout should be assigned to this planning level or planning package or which should be redefined. In this case, the planning layout IDES 100 has been assigned. If you have to define a planning layout, choose . The system then generates the appropriate planning layout automatically.

    If an existing planning layout needs to be reassigned, the characteristics used in the planning layout must match those in the planning level exactly.

    As you will observe, you can select other controls, such as zero suppression or distribution key.

    You can also activate Excel from this screen.

  25. Remain on this screen.