Automatic Execution of Layout-Dependent Planning Functions 

Use

When editing a planning folder you are able to assign one or more planning functions to each planning layout for manual or automatic execution.

At runtime these planning functions are offered or executed automatically when the layout to which you have assigned the functions is active. 

You can only determine the automatic execution of planning functions for functions of this kind that belong to a planning layout that is either used in a one-piece planning folder or as an input layout in a two-piece folder.

Features

...

Assigning planning functions to a planning layout

To assign a planning function to a layout, select the parameter groups for the planning function and the desired planning package. In this way you let the system know for which data the planning function is to be executed.

You are not restricted to using functions and packages from the same planning level to which the layout belongs.

For example, you can execute a function that calculates the planned revenue for all affiliated groups, while in the layout only the values are displayed for a specific company.

Determining the execution point for automatic execution of planning functions

With the icon  you can determine that a function is not offered as a pushbutton, but instead is executed automatically either before or after displaying a planning layout. In this way, you can realize, for example, initialization or updates.

To use the possibility of automatic execution, select the assigned function and choose  Function Attributes. The system displays the Execution of Functions dialog box. Here you can choose to either execute the function manually using a pushbutton, or to set up automatic execution before displaying or before changing the layout.

The time for the automatic execution of a function is oriented towards the screen flow logic as it is known in ABAP programming:

·        Execute function before layout display: 
Corresponds to the processing time PBO. The function is executed before the planning layout is displayed. If the function changes data which is displayed in the layout, the changes are immediately visible in the layout. On the other hand, the original status of data before executing the function is not visible.

You assign a function to a planning layout. This function copies the actual data of the current fiscal year as plan data into the next fiscal year before displaying the layout. As a result, you get an orientation basis for the manual entry of exact plan values. However, in this case, you must make sure that the manually adjusted values are not overwritten each time the layout is opened. 

·        Execute function before layout change: 
Corresponds to the processing time PAI. The function is executed when you exit the planning layout. If the function changes data which is displayed in the layout, the changes are not immediately visible after opening the layout.

Case 1: You create a planning layout by entering plan data in the local currency of your company. You assign a function to this planning layout which automatically translates the amounts entered into the group currency when exiting the layout.  In this way, you make sure that the amounts planned in the local currencies represent all subsidiaries at any time at group level in a standard currency, and can be compared with each other.

Case 2: You use a planning layout for the approximate planning of sales figures of a product. Here you enter the planned quantities in a time period divided into quarters. However, these quarterly values should be broken down into periods in a later planning phase. As preparation for the period-specific sales planning, you assign a planning function to the layout, which divides the entered quarterly values by three, and posts the result into the three periods of every quarter.
You can refine this procedure by first entering the sales goal briefly for the whole fiscal year. You assign a function to the layout which reproduces the seasonal sales fluctuations of the last fiscal years with the help of a distribution key, and distributes the plan data period-specific with the expected fluctuations to the fiscal year to be planned.

Both execution times (before layout display and before changing the layout) are triggered by the activities listed below.

·        Changing a variable value

·        Selecting another layout

·        Executing a planning function

·        Saving

Note that within planning folders you can assign functions to a layout that operate on completely different data than the layout itself. In such a case, executing the function will normally bring about no changes to the data displayed in the layout.

In addition to the procedure described here, BW-BPS also offers the possibility to assign a function for automatic execution directly in the layout definition to a planning layout.  However, a function assigned in this way is not executed when the layout is opened within a planning folder.

Activities

       1.      Select the layout to which you want to assign the planning function.

       2.      Select the parameter group for the planning function as well as the desired planning package.

       3.      Choose  Add Object.

       4.      Choose   Function Attributes and make the necessary selection.

 

See also:

Editing a Planning Folder: Details

Automatic Execution of Global Functions

Automatic Execution of Planning Functions