Checking Planning Results 

Procedure

       1.      Open the e-mail with which you were informed that planning in one of your assigned areas of responsibility is ready For Approval / Review. Click on the link contained in this e-mail in order to start the Web browser with the Status and Tracking System.

Depending on how your system environment is configured, a dialog box is displayed that requests you to enter your logon data. (Also see Maintaining Web Services for STS.) This concerns the user names and password for the SAP System in which you operate BW-BPS.

       2.      The system displays the overview page of the planning session in the Web browser. This is personalized for you.  Select the area of responsibility under which the task that you have to check is to be found.

If only one task exists, the overview page is not displayed. Instead, you go straight to the detail page for your task.

       3.      Choose Open Report to observe the result of the planning to be checked.

       4.      In the bottom half of the screen, select the task for which you want to change the status.

       5.      Set the status of the task corresponding to the degree of processing achieved:

·         Choose Approve if the plan data matches your expectations.

·         Choose Back to Revision if you think a revision is necessary.

If you have classified a planning task as needing revision then where possible, you should enter a comment briefly explaining the reason to the person responsible.

You can the change a task that you have already approved back to the status For Approval / Review (resubmission function). Here the change lock is retained for the data affected. You also have the option of assigning the status Back to Revision directly to a task that has already been approved.

With each non-cascading status switch, the system automatically:

·         saves the status and (depending on the status change)

·         sets or lifts the lock for the selected area of responsibility

·         triggers the automatic notification system of the Status and Tracking System, if it has been activated. See: Executing Customizing. Notifications assigned to a status are sent by e-mail. See Adjusting Notification Texts.

·         starts the global planning sequence for this status switch synchronously or as a background job. This happens as long as global planning sequences have been activated (see Executing Customizing) and a global planning sequence has been assigned to this status switch and your area of responsibility (see Executing Global Planning Sequences upon Status Switch).

       6.      Where necessary, enter Comments for your area of responsibility and, if you are a superior, for the employees who report to you, in order to record any special features. Choose Save to save the comments.

       7.      Choose Log Off to close the Status and Tracking System.

It is important that you log off from the planning session explicitly since otherwise the connection to the SAP System application server is kept and the planning objects you used remain locked. 

 

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