Top-down planning is a distribution of plan data from a high level to objects on a lower level.

You can distribute plan data that is planned at a higher level (for example, customer group) to a lower level (for example, customer). The plan data is distributed analogous to the existing reference data. Plan and actual data can be used as a reference.

Here you can choose between two methods.

If you distribute the total value, the existing values on the lower level are summed with the values on the level to be distributed, and then newly distributed. This method is appropriate for a situation where existing values are also to be newly distributed according to the reference data.

If you choose the option Distribute nonassigned values only, the higher level values to be distributed are broken down according to the reference data and then added to the existing data on the lower level. This method is appropriate for a situation where the existing values are not to be newly distributed, for example, because you changed the values manually after the last distribution.

You have two possible reference bases for distribution of the values.

• You can use one specific basic key figure as a reference base for all key figures.

• You can use the relevant key figure as a reference base for itself.

You determine for each selected characteristic, how it should be processed in top-down distribution.

• Distribute

• Transfer