Calculating the Proportional Factors Automatically 

The procedures for calculating the proportional factors automatically depend on your planning method.

Consistent Planning

You can predefine the proportional factors in one of two ways.

    1. Enter proportional factors at all levels in the planning hierarchy.
    2. From the flexible planning menu, choose Master data ® Calculate proportions ® Using planning hierarchy.
    3. On the next screen, enter an information structure.
    4. Choose Program ® Execute.

The system now calculates the proportions at the most detailed level in the information structure as proportions of the information structure as a whole.
    1. From the flexible planning menu, choose Master data ® Calculate proportions ® Using actual data.
    2. Enter the information structure on which the planning hierarchy is based.
    3. Choose ENTER .

      4. A dialog box appears.

    4. Enter the as well as the start and finish dates of the time frame on which you want the calculation to be based.

      5. In most cases, you enter the version that contains actual data, version 000.

    5. If you wish the results of the calculation to be shown in the planning hierarchy, select the indicator Adjust plng hierarchy proportions.
    6. Choose Continue.

      7. The Key Figure(s) box appears.

    7. Select the key figure on which you want the calculation to be based.
    8. Choose Continue.

The system now calculates the proportions at the most detailed level in the information structure as proportions of the information structure as a whole.

Level-By-Level Planning

You can predefine the proportional factors in one of two ways. In either case, the system bases the calculation on the version of the information structure which you specify. This will normally be the version 000 which contains actual data.

    1. From the desired level of the planning hierarchy, choose Edit ® Calculate proportions.
    2. Enter the as well as the start and finish dates of the planning horizon on which you want the calculation to be based.

      3. In most cases, you enter the version that contains actual data, version 000.

    3. Choose Continue.

      4. The Key Figure(s) box appears.

    4. Select the key figure on which you want the calculation to be based.
    5. Choose Continue.

The system now calculates the proportional factors at this level in the planning hierarchy.
    1. Choose either Master data ® Calculate proportions ® Using actual data from the flexible planning menu or Product group ® Calculate proportions from the standard SOP menu.

      2. In standard SOP, proceed to step 4.

    2. Enter the information structure on which the planning hierarchy is based.
    3. Choose ENTER .

      4. The selection screen appears.

    4. If you do not wish the calculation to be carried out at all levels, specify the characteristic values for which it is to be performed. The system then calculates proportional factors for all the characteristic values assigned to these planning levels.
    5. Enter the start and finish dates of the planning horizon on which you want the calculation to be based.
    6. Using the possible entries button, specify the key figure on which you want the calculation to be based.
    7. In the Operation field, specify whether you want the calculation to be single-level or multi-level.
    8. Enter the version on which you want the calculation to be based.

      9. In most cases, you enter the version of the information structure that contains actual data, version 000.

    9. Choose Program ® Execute.

The system now calculates the proportional factors for the desired levels of the planning hierarchy.

 

See also:

Automatic Calculation of the Constant Proportional Factors in Consistent Planning

Automatic Calculation of the Proportional Factors in Level-By-Level Planning

Ways to Aggregate and Disaggregate in Consistent Planning

Ways to Aggregate and Disaggregate in Level-By-Level Planning

"Proportional Factors" under Planning Hierarchy Maintenance.