Planning Level: Account Groups 

Technical name: 4TPM8170

Use

This planning level supports you in manual planning on the customer level Account Groups.

Characteristics and Key Figures

The Planning Level Account Groups (4TPM8170) contains the following characteristics and key figures:

Characteristics

Characteristic	Description	Selection
0CP_ARTGRP	Article Group
0FISCPER3	Posting period
0CRM_MKTELM	CRM Marketing Element	#
0CRMVERSION	CRM plan version
0FISCYEAR	Fiscal year
0FISCVARNT	Fiscal Year Variant
0BP_GRP_A01	BP Group Level 1	BP_GRP07
0BP_GRP_A02	BP Group Level 2	BP_GRP06
0CP_CATEG	Category
0COUNTRY	Country Key	DE
0CRM_PROD	CRM Product
0CP_SEGMENT	Product Segment
0CP_SSEGMNT	Product Subsegment
0DIVISION	Division	0ACCMGR
0CP_SCATEG	Subcategory
0SALES_UNIT	Sales Unit
0CRM_SALORG	CRM Sales Organization
0VERSION	CRM Version
0DISTR_CHAN	Distribution Channel	0ACCMGR
0CURRENCY	Currency	0ACCMGR
0VTYPE	Reporting Value Type

Key Figures

Key figure	Description
0TARG_PROZ	Adjustment Factor for Planning
0VOL_REBATE	Rebate
0BUDGET	Budget
0CP_DELTAB	Delta Factor for Planning
0PROMOTIONS	Direct Promotion Costs (External Service)
0OFFINVDISC	Direct Discounts
0COPAREVEN	Revenue
0INV_QTY	Billing Document Quantity in Sales Unit of Measure
0INTVALUE	Internal Allocation Value
0KEYFG_FLAG	Indicator for Planning Layout Display
0CP_LSTFEE	Listing/Shelf Placement Fee
0FRGO_DSCNT	Free Goods Discount
0NET_PRC	Net Price for 0CURRENCY
0COPANETRV	Net Revenue
0COPAODSCNT	Miscellaneous Sales Deductions
0OTHCUSTCST	Other Customer Costs
0REG_DISC	Total of All Regular Discounts
0CP_INSTFEE	Funds

 

The planning level Account Groups (4TPM8170) contains the following planning layouts and functions for annual planning and rolling planning.

Annual Planning: Planning Layouts

The Planning Layouts Acc.: Net Revenue (4TPM8171) and SM: Net Revenue (4TPM8175) allow Account Managers or Sales Managers to carry out annual planning on the basis of net revenue.

As well as the key figure Net Revenue (0COPANETRV), the planning layouts also contain the characteristics CRM Plan Version, Version, Fiscal Year and Value Type in the data columns. The key column consists of the product-based characteristics Category, Subcategory, Product Segment, Product Subsegment and Article Group, as well as Sales Unit and Posting Period. The characteristic Sales Unit exactly defines the desired sales unit of a product. This is necessary because various sales units are possible for each selected product. The remaining characteristics are found in the planning layout header.

Configuration of the Data Columns for Acc.: Net Revenue (4TPM8171)

Description	Key figure	CRM plan version	Fiscal year	CRM Version	Value type
Actual	0COPANETRV	CPVERS	PLANYEAR-2	C00	10
Current Forecast	0COPANETRV	CPVERS	PLANYEAR-1	CAF	20
Plan year forecast	0COPANETRV	CPVERS	PLANYEAR	CMP	60
Vorgabe	0COPANETRV	#	PLANYEAR	10	20
Bottom-Up	0COPANETRV	#	PLANYEAR	CRA	20
Plan net revenue	0COPANETRV	#	PLANYEAR	20	20
Customer Agreement	0COPANETRV	#	PLANYEAR	CKV	20
+/- % Calculation Column	0CP_DELTAB	#	PLANYEAR	20	20
Layout indicator	0KEYFG_FLAG	#	PLANYEAR	20	20

Configuration of the Data Columns for Acc.: Net Revenue (4TPM8171)

Description	Key figure	CRM plan version	Fiscal year	CRM Version	Value type
Actual	0COPANETRV	CPVERS	PLANYEAR-2	C00	10
Current Forecast	0COPANETRV	CPVERS	PLANYEAR-1	CAF	20
Plan year forecast	0COPANETRV	CPVERS	PLANYEAR	CMP	60
Vorgabe	0COPANETRV	#	PLANYEAR	CMA	20
Bottom-Up	0COPANETRV	#	PLANYEAR	CAC	20
Plan net revenue	0COPANETRV	#	PLANYEAR	10	20
+/- % Calculation Column	0CP_DELTAB	#	PLANYEAR	10	20
Layout indicator	0KEYFG_FLAG	#	PLANYEAR	10	20

Enhanced planning layouts are available for both planning layouts (see also Enhancing the Planning Layout). The product levels in the enhanced planning layouts are arranged hierarchically and can be enhanced. The time characteristics are hidden in columns and can also be expanded. The column Delta Target/Forecast is also inserted in the extended planning layouts. It displays the percentage variation between the target for the plan year and the current forecast for the current year.

You can carry out annual planning on the basis of the billing quantity using the planning layouts Acc.: Quantity (4TPM8172) and SM: Quantity (4TPM8176). The structure of the planning layouts is similar to the planning layouts for sales revenue planning. The only difference is that the key figure Billing Document Quantity in Sales Unit of Measure ( 0INV_QTY) replaces the key figure Net Revenue ( 0COPANETRV).

The following documentation uses the terms quantity and billing quantity in sales units synonymously.

Rolling Planning: Planning Layouts

The following planning layouts are available on this planning level for rolling planning:

·        Acc.: RP: Net Revenue (4TPM8173)

·        Acc.: RP: Net Revenue (4TPM8174)

·        SM: RP: Net Revenue(4TPM8177)

·        SM: RP: Quantity(4TPM8178)

The structure of the planning layouts for rolling planning is similar to the planning layouts for annual planning. They differ in the configuration of data columns. By way of example, the following table shows the configuration of data columns for the planning layout Acc.: RP: Net Revenue (4TPM8173):

Configuration of the Data Columns for RP: Net Revenue (4TPM8173)

Description	Key figure	CRM plan version	Fiscal year	CRM Version	Value type
Actual	0COPANETRV	CPVERS	FISCY01-1	C00	10
Actual Previous Year YTD	0COPANETRV	#	FISCY01-1	CYI	10
Actual Current Year	0COPANETRV	#	FISCY01	CYI	10
Forecast Current Year	0COPANETRV	CPVERS	FISCY01	CAF	60
Business Plan YTD	0COPANETRV	#	FISCY01	CYM	20
Current Forecast	0COPANETRV	CPVERS	FISCY01	CAF	20
Bottom-Up	0COPANETRV	#	FISCY01	CRA	20
Plan net revenue	0COPANETRV	#		20	20
+/- % Calculation Column	0CP_DELTAB	#	FISCY01	20	20
Layout indicator	0KEYFG_FLAG	#	FISCY01	20	20

Planning Functions

The following Planning Functions  are available on this planning level for annual planning and rolling planning: The corresponding parameter groups are not taken into account in the following:

·        Calculate +/- %(4TPM8171)

You can use the planning function type Formula to change the plan value in the planning layouts by the percentage that you enter in column +/-%.

¡        Fields to change: Fiscal Year, Key Figure Name, Version, Value Type

·        Copy(4TPM8172)

You can use the planning function type Copy to transfer values to a planning layout as a reference or a target. This planning function supports your planning by allowing you, for example, to copy plan values from a different version to your working version or to the version for the customer agreement.

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

¡        Fields for condition: Key Figure Name

·        Copy YTM (4TPM8173)

The planning function type Formula automatically transfers values to a planning layout as a reference. When you open a planning layout from rolling planning, this planning function copies the actual data from the current year and the previous year, and the plan data from the business plan version up to the last completed posting period, to the planning layout. The copied values are displayed as a reference in the columns Actual Previous Year YTM, Actual Current Year YTM and Business Plan YTM.

¡        Fields for conditions: Posting Period, CRM Plan Version, Fiscal Year, Key Figure Name, Version, Value Type

·        Assignment over months – net revenue (4TPM8174)

The planning function type Assign with Reference Data assigns the net revenues that result from annual condition planning to the relevant months, thus enables the integration of net revenue and billing quantity planning with Contribution Margin Planning.

¡        Fields to change: Posting Period

¡        Fields for condition: CRM Plan Version, Fiscal Year, Key Figure Name, Version, Value Type

¡        Reference characteristics: Posting Period, CRM Plan Version, Fiscal Year, Key Figure Name, Version, Value Type

·        RP: Calculate +/- %(4TPM8175)

You can use the planning function type Formula to change the plan value in the planning layouts by the percentage that you enter in column +/-%.

¡        Fields to change: Posting Period, Fiscal Year, Key Figure Name, Version, Value Type

·        RP: Copy (4TPM8176)

You can use the planning function type Copy to transfer values to a planning layout as a reference or a target.

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

¡        Fields for condition: Posting Period, Key Figure Name