Basic Customizing for Virtual Planning Layouts 

Use

CRM Enterprise and CRM Mobile Sales use the same BPS0 planning layouts and advanced planning layouts.

The 4TPM9920 planning layout is used for Trade Spends in Account Planning and provides a common user interface for the end user.

The key figure in row 50 is called a virtual key figure. In CRM Enterprise, the value of this key figure is read by the UPX_KPI_KF_PLEVEL_READ2 function, which takes AREA (planning area) and PLEVEL (planning level) as parameters. The planning level supplied here (4TPM9921) is called the virtual planning level. The value of the key figure is returned to the planning layout that is displayed to the end user.

When a characteristic is marked as ‘selection in package’, it is treated as a header characteristic by the mobile planning framework when the planning layout is loaded. The layout downloads plans where each header contains a unique combination of the header characteristic values. For example, apart from the header characteristics for account planning (customer, sales organization, distribution channel, division, and planning year), the product too appears in the header.

This has the following implications:

■       The number of plans (or planning BDocs) is large.

■       To determine the virtual key figure value for a product in a plan, the user must iterate through all the downloaded plans and find the plan that contains the required data. This affects performance and ease of use.

To overcome these problems, mark the BP and BP Hierarchy Node as the leading object and header characteristic. Mark only this characteristic as ‘selection in package’ in BPS Customizing (transaction: BPS0) for the virtual planning level.