Automatic Calculation of the Constant Proportional Factors in Consistent Planning 
Automatic Calculation of the Constant Proportional Factors in Consistent Planning
Purpose
In consistent planning, you can use constant proportional factors to disaggregate your planning data. Alternatively, you can base disaggregation on existing planned data. To find out about the different disaggregation methods in consistent planning, see
Ways to Aggregate and Disaggregate in Consistent Planning. For a definition of disaggregation, see Concepts of Aggregation and Disaggregation.In consistent planning, the proportional factors maintained at individual levels of the planning hierarchy are not used directly to disaggregate data. However, the proportional factors maintained at individual levels of the planning hierarchy can serve as the basis for calculating the proportional factors of the detailed nodes (see below).
The consistent planning method gives you a non-hierarchical view on your data. The role of the proportional factors is to describe the relationship between the details and the sum of the details in that part of the planning hierarchy which you are planning, as well as the relationships of the details to each other. The most detailed level in the planning table corresponds to the lowest level of the planning hierarchy or of a branch of the planning hierarchy. The aggregate ("total") level in the planning table represents the sum of the details; it is not analogous with any level in the planning hierarchy.
The constant proportional factors are not specific to any key figure, characteristic, period, or planning version.
Process Flow
You predefine the proportional factors for consistent planning in one of two ways:
The system totals the data (data from either the actual version, version 000, or a planning version) at the detailed level and divides the key figure of each characteristic value by this total to obtain the proportional factors.
To see the results at the lowest level of the planning hierarchy, set the indicator Adjust plng hierarchy proportions.
Example of Constant Proportional Factors Based on Actual Data
The system now works out the relationships of the most detailed nodes to all other nodes.
Example of Proportions Based on the Planning Hierarchy: Step 1
Example of Proportional Factors Based on the Planning Hierarchy: Step 2
Detailed Node |
Calculation |
Proportional Factor |
01, 01, 01, material 1 |
65 % x 100 % x 38% x 60 % |
14.82 % |
01, 01, 01, material 2 |
65 % x 100 % x 38% x 40 % |
9.88 % |
01, 01, 02, material 3 |
65 % x 100% x 62 % x 40 % |
16.12 % |
01, 01, 02, material 4 |
65 % x 100% x 62 % x 20 % |
8.06 % |
01, 01, 02, material 5 |
65 % x 100% x 62 % x 40 % |
16.12 % |
02, 02, 03, material 6 |
35 % x 100 % x 100 % x 57 % |
19.95 % |
02, 02, 03, material 7 |
35 % x 100 % x 100 % x 29 % |
10.15 % |
02, 02, 03, material 8 |
35 % x 100 % x 100 % x 14 % |
4.9 % |
Result
If you base the proportional factors on past history, the results of this calculation are visible at the lowest level of the planning hierarchy as well as when you choose Master Data
® Planning hierarchy ® Revise. If you are using a planning type in which the Aggr. planning indicator is switched off, you can also choose Goto ® Select details in the planning table.If you base the proportional factors on the planning hierarchy, the results of this calculation are visible when you choose Master Data
® Planning hierarchy ® Revise. If you are using a planning type in which the Aggr. planning indicator is switched off, you can also choose Goto ® Select details in the planning table.If you change the planning hierarchy¾for example, if you add a new product with a proportional factor ¾, make sure that you also recalculate the proportional factors of the detailed nodes by choosing Master data
® Calculate proportions ® Using planning hierarchy.
See also:
Calculating the Proportional Factors Automatically"Proportional Factors" in
Planning Hierarchy Maintenance Functions