Planning Level: Account Plan Release 

Technical name: 4TPM8210

Use

Account managers compare their planning with the regional account planning before they release it. They copy the CRA plan version (the plan version of the regional account plan) to the CAC plan version (the account manager’s released plan version). The copy also takes account of the plan values of the subsequent customer level. The release can take place for both annual planning and for rolling planning.

Characteristics and Key Figures

The planning level contains the following characteristics:

Characteristics

Characteristic	Description	Selection
0CP_ARTGRP	Article group
0FISCPER3	Posting period
0CRM_MKTELM	CRM marketing element	#
0CRMVERSION	CRM plan version
0BP_GRP	BP: group (hierarchy)
0FISCYEAR	Fiscal year
0FISCVARNT	Fiscal year variant	K4
0BP_GRP_A01	BP group level 1	BP_GRP07
0BP_GRP_A02	BP group level 2	BP_GRP06
0BP_GRP_A03	BP group level 3
0BP_GRP_A04	BP group level 4
0BP_GRP_A05	BP group level 5
0BP_GRP_A06	BP group level 6
0CP_CATEG	Category
0COUNTRY	Country
0CRM_PROD	Product
0CP_SEGMENT	Segment
0CP_SSEGMNT	Product subsegment
0DIVISION	Division	0ACCMGR
0CP_SCATEG	Subcategory
0SALES_UNIT	Sales unit
0CRM_SALORG	CRM sales organization	0ACCMGR
0VERSION	Version	CAC
0DISTR_CHAN	Distribution channel	0ACCMGR
0VTYPE	Value type	20
0CURRENCY	Currency	0ACCMGR

The key figures on this planning level are identical to the key figures on the planning level Account Group: Fill 0BP_GRP (4TPM8172).

Planning Functions

The following planning functions are available on this planning level:

Copy/Release (4TPM8211)

Account managers can use the planning function type Copy to release their annual planning.

·        Fields to change: CRM Plan Version, Fiscal Year, Version, Value Type

·        Fields for condition: Key Figure Name

The planning function contains the parameter group Account Plan Release (4TPM8212). The parameter group overwrites the existing values for the key figure Budget (0BUDGET), as follows:

New Values

Field to change	Old value	New value
CRM plan version	#	CPVERS
Fiscal year	PLANYEAR	PLANYEAR
Version	CRA	CAC
Value type	20	20

RP: Copy/Release (4TPM8212)

Account managers can use the planning function type Copy to release their rolling planning.

·        Fields to change: CRM Plan Version, Fiscal Year, Version, Value Type

·        Fields for condition: Posting Period, Key Figure Name

The planning function contains the parameter group Account Plan Release Current Year (4TPM8214). The parameter group overwrites the existing values for the key figures Net Revenue (0COPANETRV) and Billing Quantity in Sales Units (0INV_QTY), as follows:

New Values

Field to change	Old value	New value
CRM plan version	#	CPVERS
Fiscal year	PLANYEAR-1	PLANYEAR-1
Version	CRA	CAC
Value type	20	20