Changing Plan Quantities and Revaluation 

Use

In this scenario, the sales representatives adjust the sales plans for their respective customers at a greater level of detail.

Procedure

  1. Switch to the planning session.
  2. Under Planning levels, choose SALES2 ® SALES2-2.

    3. On the right-hand side of the screen, you now see the characteristics that have been selected for this planning level. The sales representative 1709 Ernst Dahm will now plan the quantities of the individual products for his customer 2000 Carbor Ltd.

  3. Under Planning methods¸ choose SALES2 ® Enter plan data ® SALES2-2.
  4. Change the sales quantities for the products P-101 through P-402 and choose Enter.

    5. You now see two options for valuating sales planning using the changed quantity structure and thus of valuating new costs and revenues.

  5. Select the first two products.
  6. Choose Edit ® Planning methods ® Ratios.
  7. In the dialog box, enter the following data:

    8. Field

    Data

    Ratio scheme

    PPDQ (plan prices customer / product / sales representative)

    Period from

    001.2000

    To period

    012.2000

    Version

    111

    Record type

    F

    Planning data

    Select

  8. Choose .

    9. Costs and revenues as well as the contribution margin are adjusted in accordance with the changed planned quantities. The products are valuated using the prices from the current forecast.

  9. Select the last two products.
  10. Choose Valuate.

    11. Costs and revenues are also adjusted here to match the changed quantity structures, and the current SD conditions and standard cost estimates are applied.

  11. Save your entries by choosing .
  12. Now switch to the report session.
  13. To start the SALES-FCST report again, choose .
  14. Make the same entries as before and then choose .
  15. In the central window on the left, double-click Sales employee.

    16. You see that the sales figures for the sales representative 1709 Ernst Dahm have been adjusted according to your valuations made previously.

  16. Double-click 1709 Ernst Dahm in the central window on the right.

    17. In the Detail list (in the lower part of the screen), you see the effect that the changes in planning to the percentage variances have had on the contribution margin scheme.

  17. To leave the report, choose .
  18. Confirm the dialog box with Yes.