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Function documentationKey Figure Planning for Live Rates

 

You use this function to plan live rates for combinations of account hierarchy node and product category or product in live rates planning elements for a fiscal period.

You can perform high-level planning and distribute the values to the detailed planning combinations. You can then refine the values if necessary.

Integration

When planning live rates, the system uses planning content from the Business Planning and Simulation (BPS) planning tool in SAP NetWeaver Business Warehouse (SAP NetWeaver BW).

For more information on Live Rates Planning for Trade Promotion Management, see Start of the navigation path SAP Help Portal Next navigation step SAP NetWeaver Next navigation step Information Integration Next navigation step BI Content Next navigation step Planning Content Next navigation step CRM Analytics End of the navigation path.

Prerequisites

You have activated the business function Claims and Funds Management (CRM_CF_1).

You have completed the activities in Customizing under Start of the navigation path Customer Relationship Management Next navigation step Trade Promotion Management Next navigation step Live Rates End of the navigation path.

You have activated the business intelligence content (BI content) for live rates. For more information, see Start of the navigation path SAP Help Portal Next navigation step SAP Net Weaver Next navigation step BI Content Next navigation step Industry Solutions Next navigation step Consumer Products Next navigation step Sales and Marketing Next navigation step Trade Promotion Management Next navigation step Live Rates End of the navigation path.

You have created a live rates plan and related live rates planning elements.

Before you plan live rates at a detailed level, you have run the report Live Rates Fund Determination (RCRM_FM_LRTP_FUND_DETERMINE).

Features

Key figure planning for live rates allows you to do the following:

  • Plan your live rates at a high level

    You enter live rates at a high level for each live rates planning element.

    Note Note

    You can plan your live rates at a high level only, at both a high level and a detailed level, or at a detailed level only.

    End of the note.

  • Distribute the high-level planning to detailed planning

    Using the planning function Distribute Rates to Detail Level, you can distribute the values entered for high-level planning to detailed planning. When you distribute the values from high-level planning to detailed planning, the system ignores any previously entered values for detailed planning and enters the new values.

    You must run the planning function Distribute Rates to Detail Level before planning at a detailed level. If you don’t have actual data or planned data and you are planning at a high-level for the first time, you must run the planning function Distribute Rates to Detail Level before you save the live rates planning element.

  • Select combination for detailed planning

    From the Planning assignment block, you select a planning combination of account hierarchy node and product category.

  • Choose how to display your selected planning combination

    Using the Account Hierarchy pushbutton and the Product Hierarchy pushbutton, you can view the planning data from an account hierarchy perspective or a product hierarchy perspective based on defined planning levels. You can switch between the views without restriction.

  • Plan your live rates at a detailed level

    When planning your live rates at a detailed level, you can do the following:

    • Refine planning data for each live rates planning element

      You use planning combinations of account hierarchy node and product category or product to define detailed live rates.

    • Refine planning data based on fiscal periods

    • Calculate latest estimates using a planning function

      For calculating latest estimates, you can use both actual data and planned data for revenue and volume. This planned data and actual data can have different sources such as sales volume from SAP ERP.

      When calculating the latest estimates using the planning function, the system uses actual volume and actual revenue. If no values exist for actual volume or actual revenue, the system uses planned volume and planned revenue. You can create a new planning function or modify how this planning function calculates the latest estimate.

Caution Caution

For key figure planning, system performance is determined by the following:

  • Planning levels for the account hierarchy and the product hierarchy

  • Configuration of the planning layout including key figures and fiscal periods

    If you make changes to the layout, for example, by adding key figures, planning combinations, or fiscal periods, system performance is impacted.

End of the caution.

Status management also has an impact on key figure planning for live rates. If a live rates planning element has the following status:

  • In Detailed Planning, you view the detailed planning

  • In High-Level Planning or any other status apart from In Detailed Planning, you view the high-level planning

More Information

Key Figure Planning

Live Rates