Changing Sales and Profit Planning Data 

Use

This process describes how you can create and change planning data.

Procedure

  1. Double-click IDES 100 under Enter plan data on the left in the lower section of the screen.
  2. You see the planning segment Product. Alongside it, you see Planned Quantity 2000, Planned Revenue 2000, Actual Quantity 1999, and Raw Material Costs.

    Note how actual sales quantities are listed for reference purposes. These actual sales quantities are taken as the basis for planning next year’s quantities.

    Also note that you can only enter data for the Planned Quantity 2000 and the Currency fields. All other fields are display only (such as Actual Quantity 1997) or are calculated via automatic valuation (such as Planned Revenue and Raw Material Costs).

  3. Change the planned sales quantities for 2000 for Product P-101.
  4. The quantities should be slightly higher than the actual sales quantities for 1999.

    Once the planned sales quantity is changed, planned revenue as well as planned raw material costs can be recalculated automatically. The planned revenue is derived from SD pricing conditions (sales price).

  5. To valuate, mark the row of Product P-101.
  6. Choose Valuate.
  7. The system recalculates the planned revenue and raw material costs for 2000.

    It is not necessary to valuate each individual product before you save your planning data. The planner profile is configured such that the planning data is automatically valuated once the planning data is saved. The individual valuation carried out in the previous step is for demonstration purposes only.

    There are many more ways to interactively manipulate your planning data. For example, you may want to change the currency of your plan.

  8. Select the column header Planned revenue 2000.
  9. Choose Enter curr..
  10. In the dialog box, enter the following data:
  11. Field

    Data

    Entry currency

    USD

  12. Choose .
  13. The system displays the planned revenue in USD.

    Note that a change of planning currency does not change the currency in the database. The system always stores the planning data in the currency of the operating concern - regardless of which currency you display on the planning screen.

  14. To return to the initial screen Planning Framework: Overview, choose .
  15. In the dialog box, choose No.