Release 3.0 of Sales & Operations Planning comes with a function that allows you to predict the impact of one-time events such as promotions and deals. You can therefore plan for situations that cannot be deduced from historical patterns.
An event can be one of two types:
An event always exists with reference to one or more time periods. The length of this period is freely definable; for example, 2 days, 3 weeks, 2 months, or 1 posting period. In the event master record, you enter cumulative or proportional values for as many time periods as you expect to be affected by the event.
You always specify the structure to which the event applies as well as the characteristic value(s), figure(s), and planning version(s) of the information structure which you expect to be affected by the event.
Note
You also enter an assignment date. This is the date on which you want the event to come into effect, that is, the beginning of the first event period. The default assignment date is the current date. If you enter several assignment dates, the impact of the event becomes visible in all the selected planning versions on all these dates.
You can also define whether the event is active or inactive, and enter a description of the assignment for each planning version.
To make the event visible while you are planning this information structure, you need to assign it to the key figure in a planning type based on the information structure. The planning type then includes lines for cumulative events, proportional events, and the corrected key figure values.
The results of an event become visible when you plan using the planning type to which the event is assigned and enter data for the key figure(s) defined in the event master record.
In consistent planning, the Details view on the planning table must be visible. In level-by-level planning, the view on the characteristic value to which the event is assigned must be visible.
The system applies the event starting on the assignment date specified in the event master record. If the event period is different from the period split in which the planning table is displayed (normally the storage periodicity), the event values are distributed automatically to the correct periods.
W1+2 | W3+4 | W5+6 | W7+8 | W9+10 | w11+12 | Unit | ||||||
Sales | 5,000 | 5,000 | 5,000 | 5,000 | 5,000 | 5,000 | Tonne | |||||
Event | - | - | - | - | 2,000 | - | Tonne | |||||
Total sales | 5,000 | 5,000 | 5,000 | 5,000 | 7,000 | 5,000 | Tonne | |||||
W1+2 | W3+4 | W5+6 | W7+8 | W9+10 | W11+12 | Unit | |||
Sales | 1,000 | 1,000 | 1,000 | 1,000 | 1,000 | 1,000 | Tonne | ||
Event | +20% +30% | +10% | -10% | -10% | - | ||||
Total sales | 1,200 | 1,300 | 1,100 | 900 | 900 | 1,000 | Tonne | ||
You configure the number range of events in Number range for events.
You create, change, and display an event in the Tools menu.
You assign an event to a planning type in the Tools menu with the Planning type -> Create or -> Change function.
You view the effects of an event in the Planning menu.