Technical Implementation 

Object types

For sales and profit planning with workflow support, only the following object type is relevant:

Object type BUS1166 (COPAPlanningPackage)

You can use the object type BUS1166 to process planning packages in CO-PA Planning. The key fields for the object type are:

You define a planning level and the associated planning packages when setting up planning content.

The object type BUS1166 contains the following methods:

Tasks

The following tasks delivered by SAP are available as modules and can be used in a workflow scenario without having to be changed beforehand (for more information, see Tasks and Task Groups).

One task is used to enter planning data whereas the other task is used to display it.

Task COPA_PLAN_01

Definition

Task: 20000612

Short name: COPA_PLAN_01

Description: Entering CO-PA planning data

Structure

Object type: BUS1166 (COPAPlanningPackage)

Referenced object method: ChangePlanData

Attributes: Object method with dialog, confirm end of processing

Agent assignment: no restriction on possible agents

This is where you specify which agents can be selected as the responsible agent. The responsible agent for this task is determined by the role. Any agent can be the responsible agent. For this reason, it is necessary to classify the task in Customizing as a general task. For more information, see: Set Up and Customizing.

Task COPA_PLAN_02

Definition

Task: 20000664

Short name: COPA_PLAN_02

Description: Displaying CO-PA planning data

Structure

Object type: BUS1166 (COPAPlanningPackage)

Referenced object method: DisplayPlanData

Attributes: Object method with dialog, confirm end of processing

Agent assignment: no restriction on possible agents

This is where you specify which agents can be selected as the responsible agent. The responsible agent for this task is determined by the role. Any agent can be the responsible agent. For this reason, it is necessary to classify the task in Customizing as a general task. For more information, see: Set Up and Customizing.

Workflow

Each workflow can contain one or more tasks. The business flow for this task is implemented as the workflow definition within a workflow.

Workflow COPA_PLAN_M1

You can use this workflow to influence sales and profit planning when several planning packages are to be processed.

Definition

Workflow: 20000377

Short name: COPA_PLAN_M1

Description: Performing CO-PA Planning

Workflow Container

The import parameters of a workflow are placed in the workflow container.

The following two sources of information are essential for the workflow COPA_PLAN_M1 to be processed and therefore must b available:

You must enter both sets of information when starting the workflow.

Workflow Steps

The workflow COPA_PLAN_M1 consists of a single step, the task Enter CO-PA Planning Data. However, the distinguishing feature of this step is that its dynamic processing occurs in parallel (tab page Miscellaneous in the step definition): the system creates a work item with a planning package for every entry in the multiple-lined container element COPAPlanningPackage.

Agent for the Workflow Step Enter CO-PA Planning Data

You can enter in a workflow step the planning data for a planning package. There are many different ways of determining the responsible agent for this workflow step. Role COPA_PLAN_R1 is used to find the agent in the delivered workflow COPA_PLAN_M1 (see below).

Starting the Workflow

You do not use an event to start the workflow COPA_PLAN_M1. Instead, you start it directly by choosing Office ® Start Workflow in the menu.

When starting the workflow, you need to enter one or several planning packages and a parameter set.

 

Role COPA_PLAN_R1

Definition

This is a role used to determine the agent for a planning package. It is used in the delivered workflow template COPA_PLAN_M1.

Role: 20000069

Short name: COPA_PLAN_01

Description: Person responsible for the CO-PA planning package

Role Parameters

You can copy all key fields for the object type BUS1166 as role parameters: operating concern, type of profitability analysis, planning level and planning package. Your assignment of an agent is then dependent on these fields. For more information, see: Set Up and Customizing.