Calling Up a Planning Layout and Entering Planning Data 

Use

A planning layout has been defined that allows the individual countries to enter their planned quantities, revenues, and manufacturing costs for their company codes. Enter planning data for company code 3000 (North America).

Procedure

  1. Call up the transaction as follows:
    2.

    Menu Path

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

    Transaction Code

    KEPM

    If you are calling up a profitability analysis transaction for the first time since logging on to the system, you may be requested to enter the operating concern.

    If this is the case, enter the following data:

    Field

    Data

    Operating concern

    IDEA

    Type of Profitability Analysis

    Costing-based

    Choose .

  2. To select planning level IDES 160, choose .

    3. You now see two planning packages.

  3. Double-click planning package IDES 160.

    4. On the right-hand side of the screen, you now see the characteristics that have been selected for this planning level. You also see the corresponding characteristic values that determine the characteristic combination for this plan.

    You can see that the planning is to be made for fiscal year 2000, company code 3000, version 160 and material group 001.

  4. On the left-hand side of the screen, under Planning methods IDES 160, choose Enter plan data.

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

  5. Double-click IDES 160.

    6. The initial screen of the assigned planning layout appears.

  6. Enter the following data:
    7.

    Field

    Data

    Data

    Data

    Product

    Planned qty

    Revenues

    Cost of goods manufactured

    P-100

    250

    730,000

    295,000

    P-101

    300

    835,000

    345,000

    P-102

    200

    820,000

    340,000

    P-103

    300

    1,665,000

    700,000

    P-109

    500

    1,840,000

    750,000

  7. Choose .

    8. The system automatically inserts the Contribution margin column, which is calculated using a formula stored in the planning layout.

  8. You now enter another product:
    9.

    Field

    Data

    Data

    Data

    Article

    Planned qty

    Revenues

    Cost of goods manufactured

    L-40C

    100

    		    
  9. Choose .

    10. In the status bar, you see that this profitability segment does not adhere to the derivation rules. This is because this product belongs to material group 003 (Bulbs), not 001 (Metalworking).

  10. To delete the entry, choose .
  11. Choose .