Distributing Planning Results to Sales Offices 

Use

In this scenario, planning data is broken down at the sales office level.

Procedure

  1. In the central window on the left, double-click Sales office.

    2. In the Mgmt Plan column in the central part of the screen, you see that the values for the sales office are not assigned, whereas in the current forecast they are assigned. This is because the current forecast has been copied at the customer group / material group levels, but not at the sales office level.

  2. To leave the report, choose .
  3. Confirm the dialog box with Yes.
  1. Switch to the planning session.
  2. Under Planning levels, choose MNGMT2 ® MNGMT2-1.

On the right-hand side of the screen, you find the same characteristics as in planning package MNGMT1-2, as well as the additional characteristic Sales office.
  1. Under Planning methods, choose MNGMT2 ® Top-down distribution.
  2. Select parameter set MNGMT2-1 using the right mouse button.
  3. Choose Display parameter set.

    4. The "only non-assigned" values are distributed (this selection is of no significance in this scenario because none of the values relating to the sales office are assigned). The data for the current forecast (plan version 111) in periods 1-12 of the year 2000 serves as a reference. The reference data is considered by value fields. This means that the value field Revenue in the reference version 111 is used as the basis for the value field Revenue. The individual periods in the reference data are cumulated.

    During execution, the planning data is therefore distributed to the sales offices on the basis of the distribution used in the current forecast.

  4. Double-click parameter set MNGMT2-1 and then wait until top-down distribution has been completed successfully.
  5. Switch to the report session.
  6. To start the report again, choose .
  7. Make the same entries as before and then choose .
  8. In the central window on the left, double-click Sales office.

    9. You now see in this central window that the values are also assigned to the sales offices in the Mgmt Plan column.

  9. To leave the report, choose .
  10. Confirm the dialog box with Yes.