Whether the demand planners work with mass processing jobs or in interactive demand planning, they always work within a planning book and within certain data views in that book. The first step in the planning process is to create the planning book.
1. You have created a planning area.
2. You have created a planning buckets profile.
To create a planning book:
1. Choose Design planning book from the Demand Planning current settings or in Customizing for Demand Planning. Afterwards you can choose Change planning book from the design mode of interactive demand planning to modify a planning book.
2. Work through the tabstrips, guided by the wizard and referring to F1 Help where necessary. For more details, refer to the information for the individual tab pages below.
3. When you have finished making entries on one tabstrip, choose Continue to access the next tabstrip.
4. When you have finished working through the tabstrips and wish to save the planning book, choose Complete and confirm any messages that appear.
The system saves the planning book and, in this process, adds the standard key figures necessary for carrying out the selected applications and functions.
On the Planning book tabstrip you specify:
· The planning area on which the planning book is based
· A text (short description) for the planning book
· Which applications and functions should be accessible from this planning book
On the Key figures tabstrip you specify which key figures you want to use in this planning book.
To add one key figure to the planning book, drag and drop it to the planning book icon on the left side of the screen. To add all key figures from the planning area in the planning book, click the Select all icon at the bottom of the window.
On a later tabstrip, you can add key figures from the planning book to a planning view.
On the Characteristics tabstrip you specify which characteristics you want to use in this planning book. You choose from the characteristics in the master planning object structure on which the planning area is based.
To add one characteristic, drag and drop it to the planning book icon on the left side of the screen. To add all characteristics from the planning area to the planning book, click the Select all icon at the bottom of the window.
On the Key figure attributes tabstrip you define the attributes of specific rows in the planning book. When you create a planning book, this tab is available only in Display mode. The tabstrip is available in Change mode when you edit a planning book.
On this tab, you can create auxiliary key figures that are not saved in the planning area but can be displayed as rows in interactive planning. For a self-defined key figure, you can specify that it is saved to the database. You can use auxiliary key figures in forecasting and in macros.
In demand planning you cannot save auxiliary key figures. (In SNP you can save to the database)
On this tab page you can also specify that a key figure refers to a particular version. In this way you can work with different versions of one key figure in the same planning book. Note that the attributes for version-specific key figures are taken from the original (version-independent) key figure, so that it is not possible to change the attributes for version-specific key figures. The version number is added to the key figure description.
You can translate free texts, for normal or auxiliary key figures. You access this function from the initial screen for editing planning books by choosing Goto ® Translate key fig. desc.
On the Data view tabstrip you create one or more data views for the planning book. You need at least one view in order to use the planning book. You can have multiple views for multiple users within one planning book. In the data view you specify the time bucket profiles for both the forecast period and the historical period. This means that time settings can be user-specific.
Further you can specify whether one (default) or two grids are displayed.
You can change the deign of a data view itself, for instance the appearance of the grid, in interactive planning. For more details, see Data View Design Functions.
On this tab, you specify which key figures in the planning book will be used by users of this data view. If you are working with two grids, another tab page is available on which you specify the key figures for the second grid.