Creating a Planning Hierarchy 

In flexible planning, you can either have the system create the planning hierarchy or you can create it manually. To find out how to create a planning hierarchy automatically, see Master Data Generator in Flexible Planning.

You do not need to create a planning hierarchy for delta planning.

To create a planning hierarchy manually:

  1. From the flexible planning menu, choose Master data ® Planning hierarchy ® Create.
  2. The initial screen for creating a planning hierarchy appears.

  3. Enter the name of the information structure on which you want to base your planning hierarchy.
  4. A dialog box appears inviting you to enter values for the characteristics from your information structure.

    The units of the information structure on which you base your planning hierarchy must be defined in Customizing (in "Set parameters for info structures and key figures").

  5. If you want to define characteristic values at all levels of your planning hierarchy, leave the fields blank. Otherwise, enter one or more characteristic values corresponding to the desired hierarchical levels.
  6. Do not leave gaps between characteristic values; that is, for every characteristic value that you enter, you must also enter characteristic values in the fields above it.

  7. To continue, choose ENTER .
  8. The data maintenance screen for the first level in your planning hierarchy appears.

  9. Now enter the characteristic values that you want to be members of your planning hierarchy together with their aggregation and proportional factors. (You proceed to the next level with Goto ® Next level.)
  10. If your planning method is consistent planning, you must specify characteristic values at all levels.

    See also:

    Calculating the Proportional Factors Automatically

    Planning Hierarchy Maintenance Functions

  11. Save the planning hierarchy.