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Function documentation Fixing Key Figure Values Locate the document in its SAP Library structure

Use

You can fix the value of a key figure in interactive demand planning so that the value does not change if you change other values of the key figure at other planning levels. The system saves information relevant for fixing at detail level.

We recommend that you select just one key figure and switch to the details view before fixing any values. Otherwise, you cannot see how a change to a key figure value at one planning level affects the other levels.

Prerequisites

To be able to fix a key figure in interactive planning, the following prerequisites must be met:

·        The key figure must have a calculation type that allows for disaggregation, for example, pro rata or based on another key figure. A calculation type for average calculations or No Calculation are not allowed. The system prevents you from creating such planning areas with key figures for fixing.

·        You have included the key figure in the planning area. You have defined this key figure as a Fixable Key Figure. If you also want to fix key figures with zero values, you must have set the Zero allowed and Fixable Zero indicators.

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Features

Propagation of Fixing Information

If you work with the propagation of fixing information, you can create and fix data at an aggregated level without having created a fixed aggregate for this level. The prerequisite is that you are working at aggregated level and the detail levels are not visible. If you fix a value at aggregated level in this case, the system propagates the fixing information at the detail levels, meaning that it fixes the values at the detail levels as well. If you unfix a value at aggregated level, the system also unfixes the values at the detail levels.

If the detail levels are visible, however, and you fix a value at aggregated level, the system does not automatically propagate the fixing information at the detail levels.

If you fix all the values at the detail levels, the system does not fix the corresponding total value at the aggregated level. However, the value is displayed as fixed.

Note

If you work with several fixed values at the detail levels, at least one value and the total must be ready for input, meaning they should not be fixed. Otherwise the system cannot make any changes.

If a firm aggregate exists for a specific level and you fix it, the system propagates the fixing at the detail levels as well. The aggregate itself remains fixed even after you save.

Activities

Functions for Fixing in Interactive Planning

Function

Procedure

Fix a key figure value

Double-click in the cell for the key figure value. Alternatively, click on the cell with the right mouse button and choose Fix cell.

A padlock icon and a pink font indicate that this value is now fixed.

Unfix a key figure value

Double-click in the cell for the key figure value. Alternatively, click on the cell with the right mouse button and choose Unfix.

Save a value as a fixed value

Save the planning book.

Recommendation

When working with different aggregate levels, only display the key figures that are currently of interest. Use the key figure selection icon (This graphic is explained in the accompanying text) from the toolbar above the planning table to do this. This makes the display more intelligible.

Example

Your planning book contains the following characteristics:

·         Sales organization

·         Location

·         Product

·         Customer

You start interactive planning with a planning book at the Sales Organization 1000 level and drill down on the location. Before you display any details, you enter a value, fix and save it.

This graphic is explained in the accompanying text

If you now drill down on some products, they have all been fixed.

This graphic is explained in the accompanying text

You can unfix one line, for instance the last. The total is automatically unfixed so that the data remains consistent. In the example below, if you add 10 to the total 300, this is added to the unfixed lines, that is the 48 in the last line is increased by 10.

This graphic is explained in the accompanying text

You can also use the function to change the distribution to each detail line. To do so, unfix the lines that should be changed and fix the total. The sum of the unfixed lines remains constant. If you change 52 to 10 in the example below, the system automatically changes 58 to 100.

This graphic is explained in the accompanying text

This graphic is explained in the accompanying text

Note

Using this procedure it is very easy to generate negative entries, which make no sense for planning purposes. In the above example, if you were to enter 200 instead of 10, the value for P4 would be changed to –90.

If you now save the planning book, the total only remains fixed if there is an aggregate for this characteristic combination, in this case for sales organization and location.

 

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