Entering Planning Data via the World Wide Web
Use
Part of the data relating to a company's sales and profit planning is often entered locally by individual sales employees, for example. The possibility of entering planning data via the World Wide Web (WWW) means that occasional users of the SAP System who only have limited experience with it are able to enter their planning data using a simple interface and without the need for a SAPGUI to have been installed locally.
Integration
Entering planning data via the WWW involves the same planning levels and planning packages as those in the planning framework.
Prerequisites
An Internet Transaction Server (ITS) needs to be set up in your system.
Features
The entry of planning data via the WWW is intentionally less complicated than entering planning data in the planning framework. Compared to the planning method Enter planning data, the WWW option offers less functions: it is only possible to enter data, to edit it using
planning methods, before posting it. The user interface is kept simple and SAP terminology (such as the concepts planning level and parameter set) is avoided. The employee entering the planning data uses a Uniform Resource Locator (URL) in his Web browser to call up the function for entering planning data. This function can be executed both with and without the
mySAP.com Workplace.
Activities
Planning data entry via the WWW is set up from the planning framework, using the same principle described in the section
Setting Up Planning Content. The relevant planning method is Enter planning data. You should therefore consult the section
Manual Planning Data Entry as well. The set up of planning data entry via the WWW differs, however, from the "normal" set up of planning data entry in the following ways:
- You need to include in a personalization profile the planning levels, planning packages and parameter sets that are relevant to a planner's tasks and then to assign the planner's user ID to this profile. When the planner calls up the URL, the only elements of planning that are available for editing are those that have been assigned to the planner's user id in one or more personalization profiles.
- To make planning data entry as straightforward as possible, you should give all the elements self-explanatory descriptions. These descriptions appear in the planner's user interface and structure his/her tasks.
The following graphic shows how your specifications for the planning levels, planning packages, and parameter sets appear in the planner's user interface. The selected elements and their respective dependent objects appear in black.
- You can (and should) use the element description to provide the planner with necessary information.
- In the parameter set, you should use the Methods tab page to make only the essential
planning methods available. In the description, you should explain how the methods should be applied. If the method to be applied involves using a planning aid (such as the Revaluate method, which contains the planning aid Revaluation key), you should also mention the name of the relevant planning aid (such as revaluation key) in the description.
The possible entries function is not available via the WWW. To ensure that the planner knows for which profitability segments he/she is supposed to plan, there should already be data in the system. The data could be a suggested plan, achieved by
copying the actual data from the previous year.
If you do not want to enter prior values in this way, you can proceed as follows:
- Deactivate the Zero suppression indicator in the parameter set.
- Execute the parameter set from the planning framework.
- Enter the value 0 for the relevant segments. To determine the relevant segments, you can use the
Propose rows function.
This has the result that the profitability segments are displayed without values for the planner.
- In the upper-right area of the screen, you can display a GIF or JPG graphic (such as a logo). This graphic needs to be named
logo.gif
or
logo.jpg
and its width should not exceed 170 pixels. In each ITS for the R/3 System, this graphic must be set in the following folder:
mimes\kepm\99
.
When planning data entry is called up via the WWW, a check is made to see whether a graphic with the name
logo.gif
exists in the above folder. If this is the case, the graphic is displayed. If no such graphic is found, a search is made for a graphic with the name
logo.jpg
. If there is no graphic with this name either, then no graphic is displayed.
When you have maintained all the settings in the planning framework (planning level, planning package, parameter set for the planning method Enter planning data, and the personalization profile), use role maintenance (transaction PFCG) to assign the relevant role
Entering Sales and Profit Planning Data via the World Wide Web to the planners. In this way, the planners have the authorization for entering planning data via the WWW; the function is accessible via the launch pad in their mySAP.com Workplace.
If the function, instead of being executed from the Workplace, is to be made accessible from a URL that is to be sent as a link in an e-mail, contact the ITS administrator for your R/3 System who can give you the correct URL. As a rule, the URL is made up as follows:
http://<ITS-Name>/scripts/wgate/kepm/!
. In each case, the name of the WebRFC service is contained in the URL beside the ITS name. Thus, in the above example, it is KEPM.