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)