Example of Delta Planning 

No planning hierarchy exists for your information structure. Planning hierarchies are not necessary for delta planning.

You create a planning version. On the initial screen, you specify sales organization SOUTH and distribution channel SMITH. In the planning table, you enter the following incoming order values for the first quarter:

January 1997

February 1997

March 1997

Unit

40000

41000

44000

USD

 

You save the planning version.

You now change this planning version. On the initial screen, you specify sales organization SOUTH and distribution channel JONES. In the planning table, you enter the following incoming order values for the first quarter:

January 1997

February 1997

March 1997

Unit

50000

50000

53000

USD

 

You save the planning version.

You now display the planning version for all distribution channels in sales organization SOUTH. On the initial screen, you specify sales organization SOUTH but no distribution channel. In the planning table, the following incoming order values are shown for the first quarter:

January 1997

February 1997

March 1997

Unit

90000

91000

97000

USD

 

The incoming order values of the distribution channels have been aggregated automatically.

You now change the planning version at sales organization level. You specify sales organization SOUTH on the initial screen but no distribution channel. In the planning table, you change the incoming order values in the first quarter as follows:

January 1997

February 1997

March 1997

Unit

100000

100000

105000

USD

 

You save the planning version.

You now display the planning version for sales organization SOUTH, distribution channel SMITH. The incoming order values at this level have not changed. You display the planning version for sales organization SOUTH, distribution channel JONES and see that the incoming order values have not changed here either. In other words, the incoming order values at owner level have not been disaggregated to member level.

The sales organization level displays the difference between the two levels of the planning version stored on the database:

January 1997

February 1997

March 1997

Unit

10000

9000

8000

USD