Accessing the Planning Table in Flexible Planning 

Prerequisites

  1. If you want to plan with the consistent or level-by-level planning method, create an information structure. You do this in Customizing for the Logistics Information System under Maintain information structure.
  2. Set the parameters of this information structure in Customizing for Sales & Operations Planning under Set parameters of info structures and key figures.
  3. Fill your information structure with actual data in one of the following ways:

    4. – Either define updating for the information structure. Do this in Customizing for the Logistics Information System.

    – Or copy the data from another source, for example, another information structure, using Copy Management. You find Copy Management in Customizing for the Logistics Information System.

  4. If you want to plan with the consistent or level-by-level planning method, create a planning hierarchy. See Creating a Planning Hierarchy and Master Data Generator in Flexible Planning.
  5. If you wish to plan using a self-defined planning screen, create a planning type.

Procedure

  1. From the flexible planning menu, choose Planning ® Create/Change/Display.

    2. Alternatively, you can access the planning table via the Planning menu in any of the logistics information systems.

  2. Enter the desired planning type or information structure.

    3. You can enter either a planning type or an information structure in the field Planning type. It is important that the desired planning method has been set in Customizing for Sales & Operations Planning (in Set parameters for info structures and key figures).

  3. Specify the characteristic values combination or combinations you want to plan.

    4. If you are using either an information structure or a planning type for which the Extended selection indicator has been set, you can enter ranges of values for each characteristic. Moreover, you can save this selection criteria as a variant. You can then use this variant again and again to plan the same characteristic value combinations.

  4. If you are in Change or Display mode, use the Active version or Inactive version pushbuttons to select a version (an active version or one of the inactive versions).
  5. Choose ENTER .

    6. The planning table appears.

  6. If you are in Create or Change mode, maintain your data.

    7. See Planning Table: Structure, Navigation, and Display, Planning Table: Data Maintenance, and Planning Table: the Forecast.

  7. Save your data.

Planning data is saved in the information structure, not in the planning type. The planning type merely acts as a template on the information structure. This means that if you plan a key figure of an information structure in one planning type and save it, and then call up the planning table for a second planning type which is based on the same information structure and contains the same key figure, the values you planned for the key figure in the first planning type appear.

 

See also:

Examples of How to Access the Planning Table in Flexible Planning