Changing Plan Quantity and Valuation Using Excel 

Use

In this scenario, you update the sales quantities for the following fiscal year.

Procedure

  1. Switch to the planning session.
  2. Under the planning level, choose MNGMT1 ® MNGMT1-2.

    3. On the right-hand side of the screen, you now see the characteristics that have been selected for this planning level. The quantities should be changed in this planning package for material group 001 and customer group 01.

  3. Under Planning methods, choose MNGMT1 ® Enter planning data ® MNGMT1-2.

    4. The system calls up Excel. The quantities and values from the current forecast appear, alongside the same values from the plan proposal.

  4. Confirm the Microsoft Excel dialog-box with Yes.
  5. Enter 2500 as the sales quantity in the Plan 2001 column and choose Enter.

    6. Using formulas in Excel, the new quantity is valuated with prices from the current forecast. This is one of three ways of valuating quantities. The other two ways are shown in bottom-up planning.

  6. Now choose push button "Please click here..." in Excel.
  7. Then save your entries in the R/3 System by choosing .
  8. Confirm the Information dialog box with .
  9. Now switch to the report session.
  10. To start the report again, choose .
  11. Make the same entries as before and then choose .
  12. In the central window on the right-hand side of the screen, double-click 01 Industrial customers and then Material group 001.

    13. In the Detail list, you can see that, as a result of the change in quantities, the values have also changed by 7.9% compared to the current forecast.

  13. To leave the report, choose .
  14. Confirm the dialog box with Yes.