Copying Management Planning for Sales Representatives 

Use

Management has drawn up the sales plan for the following fiscal year. The data from this sales plan is now copied to a sales version at an aggregated level, enabling the sales representatives to perform their planning, which occurs at a more detailed level than the planning performed by management. The sales representatives thus perform bottom-up planning.

Procedure

  1. Switch to the planning session.
  2. Under Planning levels, choose SALES1 ® SALES1-1.

On the right-hand side of the screen, you now see the characteristics that have been selected for this planning level. The data is transferred at the customer group, material group, and sales office levels.
  1. Under Planning methods, choose SALES1 ® Copy ® SALES1-1.

    2. The planning data from plan version 112 Management is now copied to plan version 113 Sales representative. A log tells you that the action has been carried out successfully.

  2. Now switch to the report session.
  1. Select the report MNGMT-SALES.
  2. Choose .
  3. Enter the following data:
    4.

    Field

    Data

    From period

    001

    To period

    012

    Planning year

    2001

  4. Choose .

    5. You now see that the Sales plan column (version 113) contains the same data as the Mgmt plan column (version 112).

  5. To leave the report, choose .
  6. Confirm the dialog box with Yes.