A planning type is based on an information structure. A suitable information structure must therefore exist before you can create a planning type. You create an information structure in Customizing for the Logistics Information System (in "Maintain self-defined information structures").

This information structure needs to have been configured in Customizing for Sales & Operations Planning before you can use it as the basis for creating plans in SOP. You carry out this configuration in the step "Set parameters for info structures and key figures".

1. From the Tools menu, choose Planning type/macro ® Create.

The initial screen for creating a planning type appears.

2. Enter the name of your new planning type in the first Planning type field. It must begin with the letter Y or Z and may be up to 11 characters long.
3. If you want to base your planning type on an existing planning type:

a) Enter the existing planning type’s name in the Copy from box

b) To copy the line layout of the reference planning type, choose the Line layout checkbox

c) To copy the macros of the reference planning type, choose the Macros checkbox



If you copy the macros of the reference planning type, you must also copy its line layout. This is because the system needs to know to which lines it should apply the macros.

4. Choose ENTER .

If you have specified a reference planning type, the Define Planning Type screen appears. Proceed to step 17.

If you have not specified a reference planning type, a window appears asking you to enter an information structure.

5. Enter the name of the information structure on which you want to base your planning type.



Make sure that the desired planning method has been defined for this information structure.

6. Choose ENTER.

The Define Planning Type dialog box appears. If you have specified a reference planning type, the system will have copied its planning type info to the new planning type and you can proceed to step 18.

7. In the Text field, enter a text up to 60 characters long to describe your planning type.
8. If you want to plan owner data only, select the radio button for Single-level planning. If you want to plan owner and member data, select the radio button for Dual-level planning.



If consistent planning or delta planning has been defined for the information structure on which this planning type is based, only dual-level planning is possible.

9. If desired, select Aggr. planning and Extended selection. These checkboxes considerably affect both the functionality and the look of the planning table. For detailed information, see F1 Help.
10. Define when planning is to start:

a) Either enter the date on which you want plans of this planning type to begin in the Planning start field.

b) Or enter the number of periods into the future that you want plans of this planning type to begin in the Period offset field.



The planning period of your chosen information structure as configured in the Customizing activity "Set parameters for info structures and key figures" determines whether the period is month, week, day, or posting period.

11. In the Future periods field, specify the number of future periods that you want to plan in plans of this planning type.
12. In the Historical periods field, specify the number of historical periods that you want to be displayed in plans of this planning type.

The days between the current date and your planning start date count as "historical" and cannot be overwritten unless you select the Ready for input checkbox.

13. If you want to be able to overwrite the data in historical periods, select the Ready for input checkbox. For example, you may want to correct past planning data or revise planning data in the periods between the current date and planning start start.
14. If more than one planning period has been defined for this information structure, use F4 to select or enter time buckets grids for the past and future sections of the planning horizon.

The planning period(s) of an information structure are defined in Customizing (in Set parameters of info structures and key figures).

15. In the Default macro field, enter the name you want to give to your default macro. This entry is optional.

A default macro is a macro which the system runs every time the planning screen is regenerated, for example, when the user chooses ENTER . You define macros on the next screen.

16. In the Final macro field, enter the name you want to give to the macro which is run before the planning data is stored. This entry is optional.
17. In the Initial macros field, enter the name you want to give to the macro which is run when the planning data is read in. This entry is optional.
18. In the Initial display box, specify whether you want

- Both owner and member data (Disaggregation) or

- Just owner data (Charac.)

to be displayed when you call up a plan of this planning type. The user can change this setting interactively in the planning table.



You can only make this setting if dual-level planning was chosen in step 7 and level-by-level planning has been defined for the information structure.

19. To continue, choose ENTER .

The Define Planning Type screen appears.

20. Define the lines in your planning type.

See Defining the Lines in a Planning Type.

21. Define the macros in your planning type.

See Defining a Macro in a Planning Type.

22. Assign, if necessary, events to the key figures in your planning type.

See Assigning an Event to a Planning Type.

23. If you want more than one language group to use this planning type, translate its language-dependent texts.

See Translating Planning Type, Freely Defined Line, and Macro Texts.

24. To save the planning type, choose Planning type ® Save.