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Planning

When you implement planning for Profitability Analysis (CO-PA), you need to determine the characteristics for which you want to plan, and the value fields that you want to plan.

• The automatic planning functions provide you with a number of options for copying, revaluating, forecasting, and distributing large amounts of plan data, which you can then process in detail using the manual planning functions.

• In manual planning, you can define planning layouts that let you create and modify plan values and quantities.

• The integrated planning functions let you transfer plan data from other applications, such as Sales and Operations Planning (SOP), cost center planning, or the Logistics Information System (LIS).

Prerequisites

• The structures of your operating concern (characteristics and value fields) must be defined.

• The functions for defining profitability segments (such as derivation) and for valuating data must have been defined under the section "Master Data" in Customizing.