Example: Enhanced Planning Layout
Enhance Planning Layout
You can enhance an existing planning layout using the SAP BW-BPS planning services:
...
1. From the SAP Easy Access screen in SAP BW-BPS choose Business Analytics ® Customer Relationship Analytics ® Planning Services ® Change Planning Area.
2. Choose a planning area, for example, the Multi-Planning Area CP: Sales Planning with Promotions (SU) (4TPM9000).
3. From the SAP Easy Access Screen, choose Business Analytics ® Customer Relationship Analytics ® Planning Services ® Settings for Planning Services.
4. Choose Enhance Planning Layout.
5. Choose a planning layout, for example, Promotion Planning on a Weekly Basis (4TPM9551), and maintain the necessary settings on the tab pages Lead Columns and Key Figure Scheme.
For more information, see the SAP library under Strategic Enterprise Management ® Business Planning and Simulation ® Planning Applications ® CRM Analytics ® Planning Services ® Enhance Planning Layout.
Structure of Enhanced Planning Layout
In the following you can see how the enhanced planning layout Promotion Planning on a Weekly Basis (4TPM9551) is structured, and how it is integrated with Marketing.
Lead Columns
Lead column |
Arrangement |
Tree |
Product group 1 |
|
|
Product |
|
|
Base unit |
|
|
Sales unit |
|
|
Promotion phase |
|
|
Calendar year/week |
|
|
Key figures: General |
|
|
Key figure scheme
Line |
Key figure |
Technical name |
Calculation/function |
Enhanced |
10 |
Promotion discount/BUoM |
0OFFR_DSCBU |
|
|
20 |
Rebate (sales volume)/BUoM |
0BONUS_SHBU |
|
|
30 |
Rebate (scan)/BUoM |
0BONUS_SCBU |
|
|
40 |
Rebate for displays |
0BONUS_DISP |
|
|
50 |
Rebate for features |
0BONUS_FEAT |
|
|
60 |
Promotional discount |
0OFFR_DSCNT |
10*190 |
Hidden |
70 |
Sales-based rebate |
0BONUS_SHIP |
20*190 |
Hidden |
80 |
Scan-based rebate |
0BONUS_SCAN |
30*210 |
Hidden |
90 |
Direct promotion costs |
0PROMOTIONS |
|
|
100 |
Promotion budget |
0BUDGET |
40+50+60+70+80+90 |
Display only |
110 |
List price/BUoM |
0PRC_LST_BU |
|
Display only |
120 |
Regular sales price/BUoM |
0PRC_REG_BU |
|
|
130 |
Regular discount/BUoM |
Calculated key figure |
110-120 |
Display only |
140 |
Baseline sales quantity |
Function |
UPX_KPI_KF_PLEVEL_READ |
Display only |
150 |
Promotion discount % |
0PRC_PRM_PC |
|
Hidden |
160 |
Uplift factor |
0UPLI_FCT |
|
Hidden |
170 |
Forecast uplift quantity |
0UPLI_PQTY |
160*140 |
Display only |
180 |
Uplift quantity |
0UPLI_QTY |
|
|
190 |
Invoiced quantity |
0BILL_QTY |
140+180 |
Display only |
200 |
Advance purchase |
0FORWARDBUY |
|
|
210 |
Scan/sales quantity |
Calculated key figure |
190-200 |
Display only |
220 |
Revenue |
0COPAREVEN |
110*190 |
Hidden |
230 |
Regular discounts |
0REG_DISC |
130*190 |
Hidden |
240 |
Regular revenue |
Calculated key figure |
220-230 |
Hidden |
250 |
Net revenue |
0COPANETRV |
240-100 |
Display only |
260 |
Layout indicator |
0KEYFG_FLAG |
|
Hidden |
Integration with SAP CRM
Under Volumes/Trade Spends, first enter information about the trade spends you are planning for your trade promotion (spend type, spend category, spend method, discount method). Here you can also make a detailed plan using an imbedded planning layout.
Depending on the specified spend category, the planning layout automatically displays one of the following key figures:
● Promotion discount/base UoM (0OFFR_DSCBU)
● Rebate (sales volume)/base UoM (0BONUS_SHBU)
● Rebate (scan)/base UoM (0BONUS_SCBU)
● Rebate for displays (0BONUS_DISP)
● Rebate for features (0BONUS_FEAT)
The Direct Promotion Costs (0PROMOTIONS) key figure enables you to enter direct promotion costs such as payments for external services. After you have entered values for one of the above key figures and for any direct promotion costs, the Promotion Budget key figure (0BUDGET) displays the sum of all planned trade spends.
The List Price/Base UoM (0PRC_LST_BU) key figure shows the price per base unit of measure. This price is valid regardless of discounts or trade promotions. The values for this key figure are taken from the SAP CRM master data. The Regular Sales Price/Base UoM (0PRC_REG_BU) key figure allows you to enter the price per base unit of measure.This price already takes account of the regular sales reduction. The planning layout also shows the Regular Discount/Base UoM key figure, which is calculated by subtracting the regular price from the list price.
You can enter a value for the planned Uplift Quantity (0UPLI_QTY) based on the Baseline Sales Quantity. For information purposes the planning layout also displays the Invoiced Quantity (0BILL_QTY), which is the sum of the baseline sales quantity and the planned uplift quantity.
Based on the Uplift Factor (0UPLI_FCT), the system can calculate the Forecast Uplift Quantity (0UPLI_PQTY).
● If you want to forecast the uplift quantity, choose the Calculate Uplift Volume function in the Functions dropdown box.
● If you want to copy the forecast value, choose the Copy Uplift Volume function in the Functions dropdown box.
For more information about calculating the uplift factor and all the other key figures in SAP BI, see the SAP library under NetWeaver ® Information Integration ® SAP Business Information Warehouse ® BI Content ® Industry Solutions ® Consumer Products ® Sales and Marketing ® Sales and Trade Promotions.
You can also enter a value for the Advance Purchase key figure (0FORWARDBUY). This key figure records the sales quantity delivered to a retailer by a manufacturer in accordance with the conditions of the trade promotion, but not sold to the consumer by the retailer during the trade promotion. By subtracting the advanced purchase value from the invoiced quantity, the planning layout can calculate and display the Scan/Sales Quantity. This is the quantity that is actually sold in accordance with the trade promotion conditions. The Scan-Based Rebate key figure (0BONUS_SCAN) can be determined later based on the scan/sales key figure.
Finally, the planning layout displays the Net Revenue (0COPANETRV) that can be generated with the planned trade promotion.
See also:
Settings for Key Figure Planning (SAP CRM)