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Create
User-Defined Planner Profiles
You use
planner profiles to control the way planning is carried out. In a
planner profile, you specify per planning area which planning layout is to be
used with which default values. Per planning area, you can create as many
planning layouts as you require. The profile item determines the order of the
planning layouts within a planning area and can be used to assign the same
planning layout to a planner profile in multiple areas, but with a different
default setting each time.
Planner profiles are hierarchically structured
as follows:
- Planner Profile
- General Controlling
- Layouts Controlling
- Default Parameters
You can assign an
authorization group to every standard profile and every planner profile that
you create in the Profile planning overview.
The combination of authorization groups and locked default settings (see
Default layout) results in highly detailed
authorization assignments for entering planning data.
- All the planner profiles in the system are
defaulted. This is regardless of the component in which you wish to call up
planner profile processing. This enables you to define allowed entries of
planner profiles from other components, for each component chosen.
For each planner
profile, the R/3 System recommends different planning areas, depending on the
application component. You can create additional planning areas.
In
CuDK you can enter a default value for a distribution key for
currency amounts.
In
QtDK you can enter a default value for a distribution key for
quantities.
The R/3 System uses
these default values for combinations that have not yet been planned, even if
you have not selected a distribution key in the definition of the planning
layout.
In each planning
area, you determine which planning layouts appear in which sequence. For each
planning area, you must define at least one profile item and assign a planning
layout.
The
Deflt indicator shows whether settings already exist (see:
Default settings layout ).
If you deactivate
the Over. = Default settings not
protected indicator, the user must use the entries given in
planning and may use only the defaulted variables. If the indicator is active,
the entries are default values which can be overwritten when entering
planning.
The
Excel integration indicator gives you the option of entering
planning data in an Excel worksheet. If the indicator is active, you can use
Excel to make your entries.
The file description influences the layout of
the worksheet. If you move the planning data (that you entered into the R/3
system) within the worksheet, the file description creates the link between
the old data and the new location.
You can also find
further information on preparation for planning with Excel in the
SAP Library under Financials -> CO Controlling
-> Cost Center Accounting -> Cost Center Planning -> Manual Planning
-> Techniques for Supporting Manual Planning -> Integrated Excel in
Planning.
You can enter
default parameters for the selection of planning data of each item in the
assigned planning layout.
All variables
defined in a layout are referenced during planning as parameters, which you
can set with values per profile item.
If you undertake decentralized planning in your
organization, the planner profiles assist the organizational aspects of the
planning process. You can assign particular user groups to profiles in which
objects have already been preset and finely delimited.
Example
Requirements
To create entire planner profiles, the planning
layouts used must be available. Complete the IMG activity
Create Planning Layout.
Standard
Settings
The standard system includes several defined
planner profiles. The names of the profiles begin with SAP. These are
protected, meaning you cannot create custom profiles beginning with
"SAP".
Note
Note that as of Release 4.0A, the planner
profile SAP101, SAP102, SAP103, and SAP104 and the planning layouts 1-101 to
1-104 contained in these profiles are no longer maintained by SAP.
Activities
To assign planner profiles to authorization
groups, create the necessary groups in the IMG activity Create
Custom Authorization Groups. You can use the authorization
groups to control which users have access to which planner profiles. Assign
authorizations with the authorization object "CO: Planner Profiles"
(K_TKA50).
To create planner profiles, proceed as
follows
1. CO Planner
Profile Overview
a) To create a
new planner profile, choose New
entries.
To copy an existing
profile, select a reference and choose Edit Copy
as.
b) Enter a name
and short text for the object.
c) If
necessary, assign an authorization group to the planner profile.
2. Settings for
General Controlling
a) Select the
suggested planning area for which you want to make settings and choose
Settings for General Controlling.
b) To create a
new planning area, choose New entries.
3. Layouts for
Controlling
a) Select a
planning area for which you want to make settings and choose
Layouts for General Controlling .
b) Choose
New entries and enter an item and previously defined
layout.
c) Activate the
indicator Default settings not protected if users
may overwrite the defaulted variables.
d) Activate
Excel integration if you want to enter your planning
data in an excel worksheet.
e) Enter a name
for the file description.
If you do not enter
a name, the SAP R/3 System automatically assigns a name when you save the
file.
f) Save your
entries and return to the layout overview screen.
4. Layout
Default Settings
a) In the
planning area, select the item for which you want to make settings and choose
Layout default settings.
b) Set the
parameters of the defined variables per profile item for the planning
layout.
Notes
To define the excel
worksheet, at least one row must exist on the screen. For this reason, you
need to enter example data as dummy data in the R/3 System using the planning
layout.
To be able to plan
directly using the corresponding planning layout, you may need to reset any
planner profile that has been set under Planning -> Set planner
profile.
5. Optional
steps:
In the IMG
activity
Assign parameter ID
PPP to the users who are to work with the profile in the user parameters
(choose System -> User profile -> User
parameters).
- Deleting planner profiles
When you delete a
planner profile, the system checks whether the profile is also used in other
components. If it is, you first need to delete the dependent entries for the
planner profile in all components, before you can delete the planner profile
itself.
Note on
transport
To
transport planner profiles, see the General
Controlling Customizing -> Production Start-Up Preparation -> System
Configuration Transport -> Planning Configuration Transport -> Transport
Other Planning Configurations . You can use this function to
transport the complete set of planner profiles from a test to a productive
client.
Planner profile maintenance is connected to the
automatic recording of transport data.
This also includes the settings for integrated
Excel. The system includes file descriptions and Excel sheet templates in the
transport request, provided you have created them in Customizing.
The system also transports the settings for
integrated Excel if you have manually included a planner profile in - or
manually deleted a planner profile from - a transport request (you do both by
choosing Table View -> Transport).
Warning
- When performing the transport, ensure that you
have not manually created any integrated Excel
settings in the target system.
Only supply the
target system by means of transports, otherwise inconsistencies could arise.
When importing the Excel sheet templates from the source system, the system
does not overwrite the settings already made in the target
system.
- If, however, planner profiles with
corresponding Excel sheet templates already exist in the target system, you
have to delete them before performing any imports. In planner profile
maintenance, you can delete these Excel sheet templates for specific planner
profiles or profile items.
Further
notes
You can find more information on planner
profiles in the SAP Library under
Financials -> CO Controlling -> Cost Center Accounting -> Cost Center
Planning -> Manual Planning -> Planning Techniques -> Planning Screen
Layout -> Planner Profiles.