Edit Plan Data Interactively 

Prerequisites

You have created a planning layout in Customizing .

Procedure

You get to the planning functions using Planning ® Interactive ® Change plan data.

Using a planner profile set up for the purpose, you can edit your plan data in Microsoft Excel instead of with the R/3 interface. You can find more information under Integration of Microsoft Excel.

  1. Enter the aspect and the planning layout.
  2. In the selection screen, enter the characteristic values for which you want to record or change plan data.

    3. As a rule, the planning layout you have selected will contain variables for certain characteristics, for example product group, customer group or cost center. It also contains variables for the characteristics version and ‘from’ and ‘to’ period/year. By entering characteristic values for these variables on this screen, you specify definitively the objects to be planned in this session, the desired plan versions, the time frame etc.

    If the planning layout has been correspondingly defined, you can also select hierarchy nodes from a master data hierarchy, or (multilevel) navigation attributes, for example, the person responsible for a customer group. Note, however, that you cannot post any data for these objects.

    If you wish to enter your plan data in a different currency to that of the aspect or basic key figure, you can specify a data entry currency. The plan data is however, translated upon saving and saved to the database in the aspect or basic key figure currency that you selected in Customizing. In Customizing you can determine which currency conversion key should be used. If you have not maintained a translation key, then key 5 (average rate with key date at period start) is automatically used.

  3. Choose free or form-based.

If you activate free, the SAP R/3 System displays in the overview screen those records already planned. They can now be changed. You can also record new characteristic values and add these to the rows.

If you activate form-based, the SAP R/3 System displays in the overview screen all the planning objects that have been selected in the initial screen, with valid master records. This is independent of whether plan values already exist. The same structure of characteristic values is displayed in each planning session. You may not record new characteristic values.

Overview screen

After you have entered the values for the variables, you can enter your plan figures on the overview screen. The layout of the overview screen depends on the selected planning layout. Before branching to the overview screen, the plan figures already available on the database are read for the objects to be planned and summarized according to the specified characteristics. In order to prevent the simultaneous planning of objects by different users, the objects to be planned are locked by the system.

Functions in the Overview Screen

Seasonal Distribution

Revaluation

Forecast

Planning Quantities and Prices

Within a planning layout; if a calculated key figure, consisting of a ratio, is used in a column or row, you can change the values of the column or row. The other key figures of the formula are automatically calculated.

You have used a calculated key figure price (revenue/sales volume) as a column in your planning layout. There is also a revenue column and a sales volume column in the planning layout. If you enter a sales volume and a price in the planning session, the revenue is calculated automatically. If you enter a sales volume and a price in the planning session, the revenue is calculated automatically.

Target Value Search

The target value search enables you to carry out a break-even analysis. This means that you can use simulations to change plan data for a key figure until the contribution margin equals zero. The target value is calculated from a source value using a formula. For this to happen, the relevant columns in the planning layout must be created as formula columns.

Calculation Formulas

Calculation formulas serve as planning aids when calculating plan values. If you have created calculation formulas for certain basic key figures in planning, and wish to use these in interactive planning and write them to the database, you place the cursor on a cell and choose Change ® Planning functions ® Calculate basic key figures You can find further information about this in Customizing.

The planned sales commission amounts to 6% of revenue. Using a calculation formula, you can determine that the planned sales commission is calculated and posted as follows:

Sales commission = revenue * 0.06

Other Functions

You can access the following system help when entering plan values:

Print Preparation

Cutting

Copying

Setting

Sorting

Undoing rows, entries, recreating

Overview screen

Period Screen

Next, previous, other combination

Next, previous layout

Number Format

 

Period Screen

On the period screen you can display or manually change the period distribution of your plan value. If you wish to use a different distribution key you should set this on the overview screen.

Once you have entered or changed your plan data, save it.

Result

You can now look at your plan values in the Executive Information System and compare them with plan values from other areas or periods.