Distributing Planning Results to Cust./Product/Sales Rep Levels 

Use

After the figures at the customer and material group level and those for the sales offices have been changed in SD, this data now has to be distributed to the customer, product, and sales representative levels.

Procedure

  1. Switch to the planning session.
  2. Under Planning levels, choose SALES2 ® SALES2-1.
  3. Under Planning methods, choose SALES2 ® Top-down distribution.
  4. Select parameter set SALES2-1 using the right mouse button.
  5. Choose Display parameter set.
  6. Under Receiver characteristics, choose (Several Update characteristics).

    7. You now see the senders and receivers in top-down distribution.

  7. Choose .

    8. The plan version serving as the basis for the distribution is version 111 Current forecast.

  8. Double-click the parameter set SALES2-1 and then wait until the successful completion log.
  9. Switch to the report session.
  10. Select the report SALES-FCST.
  11. Choose .
  12. Enter the following data:
    13.

    Field

    Data

    From period

    001

    To period

    012

    Planning year

    2001

  13. Choose .
  14. In the left-hand side of the central section of the screen, double-click Customer.

    15. You see that data now exists at the customer level, hence a plan has been created.

  15. To leave the report, choose .
  16. Confirm the dialog box with Yes.