SAP ABAP IMG Activity SIMG_CFMENUOLPAMC8A (Maintain planning types)
Hierarchy
☛ SAP_APPL (Software Component) Logistics and Accounting
   ⤷ PP-SOP-SP (Application Component) Sales Plan
     ⤷ MCPC (Package) Sales & Operations Planning: Customizing
IMG Activity
ID SIMG_CFMENUOLPAMC8A Maintain planning types  
Transaction Code S_ALR_87001710   IMG Activity: SIMG_CFMENUOLPAMC8A 
Created on 19981222    
Customizing Attributes SIMG_CFMENUOLPAMC8A   Maintain Planning Types 
Customizing Activity SIMG_CFMENUOLPAMC8A   Maintain planning types 
Document
Document Class SIMG   Hypertext: Object Class - Class to which a document belongs.
Document Name SIMG_CFMENUOLPAMC8A    

In this step, you maintain planning types. A planning type is a customized view on the planning table; for example, you might have one view for the sales planner and another view for the production planner. A planning type defines the content and layout of the lines in the planning table as well as the mathematical operations, in the form of macros, which can be performed on these lines.

A planning type is based on any information structure of your choice (either a standard information structure or a self-defined information structure). You therefore have almost infinite possibilities with regard to the information you can plan.

If you intend to use the consistent planning method, you must create your own information structure. The different planning methods are explained in the online guide "PP Sales & Operations Planning".

For more information on information structures, see the "Implementation Guide for the Logistics Information System" and the online guide "LO Logistics Information System".

Requirements

Each planning type is based on an information structure. A suitable information structure must therefore exist before you can create a planning type. You create, change, and display information structures in Maintain self-defined information structures of Customizing for the Logistics Information System.

You configure your information structure for use in Sales & Operations Planning in Set parameters for info structures and key figures.

Actions

The actions you perform to create a planning type are as follows:

  • making the initial specifications for a planning type
  • creating planning type info
  • assigning a key figure to a line
  • creating lines in the planning table
  • defining line attributes
  • defining a macro
  • using special operators to define macros for stock balance, production, days' supply, and historical totals
  • translating planning type, freely defined line, and macro texts
  • viewing a planning type in different formats

Each of these actions is described below.

Making the Initial Specifications for a Planning Type

To make the initial specifications for your planning type:

  1. Select Create planning type.

    The initial screen for creating a planning type appears.

  2. Enter the name of your new planning type in the first Planning type field. It must begin with the letter Y or Z and may be up to 11 characters long.
  3. If you want to base your planning type on an existing planning type, enter the existing planning type's name in the Copy from box.
  4. To copy the line layout of the reference planning type, select the Line layout checkbox.
  5. To copy the macros of the reference planning type, select the Macros checkbox.

    Note

    If you copy the macros of the reference planning type, you must also copy its line layout. This is because the system needs to know to which lines it should apply the macros.

  6. Select Enter.

    If you have specified a reference planning type, the Define Planning Type screen appears. Proceed to the section "Assigning a Key Figure to a Line".

    If you have not specified a reference planning type, a window appears asking you to enter an information structure.

  7. Enter the name of the information structure on which you want to base your planning type and select Enter.

    The Define Planning Type dialog box appears.

Creating Planning Type Info

If you have specified a reference planning type, the system will have copied its planning type info to the new planning type. Proceed to the section "Assigning a Key Figure to a Line".

To create planning type info for a planning type without a reference:

  1. In the Text field, enter a text up to 60 characters long to describe your planning type.
  2. If you want to plan owner data only, select the radio button for Single-level planning. If you want to plan owner and member data, select the radio button for Dual-level planning.

    Note

    If consistent planning or delta planning has been defined for the information structure on which this planning type is based, only dual-level planning is possible.

  3. You determine when planning is to start in one of two ways.
    • In the Planning start field, you enter the date on which you want plans of this planning type to begin.
    • In the Period offset field, you enter the number of periods into the future that you want plans of this planning type to begin.

      The time unit of your chosen information structure as defined in Set parameters of info structures and key figures determines whether the period is month, week, day, or posting period.

  4. In the Future periods field, specify the number of future periods that you want to plan in plans of this planning type.
  5. In the Historical periods field, specify the number of historical periods that you want to be displayed in plans of this planning type.

    The days between the current date and your planning start date count as "historical" and cannot be overwritten unless you select the Ready for input checkbox.

  6. If you want to be able to overwrite the data in historical periods, select the Ready for input checkbox. For example, you may want to correct past planning data or revise planning data in the periods between the current date and planning start start.
  7. In the Default macro field, enter the name you want to give to your default macro. This entry is optional.

    A default macro is a macro which the system runs every time the planning screen is regenerated, for example, when the user selects Enter.

    You define macros on the next screen.

  8. In the Final macro field, enter the name you want to give to the macro which is run before the planning data is stored. This entry is optional.
  9. In the Initial macros field, enter the name you want to give to the macro which is run when the planning data is read in. This entry is optional.
  10. In the Initial display box, specify whether you want
    • both owner and member data (Disaggregation) or
    • just owner data data (Charac.)

      to be displayed initially when you call up a plan of this planning type. The user can change this setting interactively.

Note

You can only make this setting if dual-level planning was set in step 2 above, and level-by-level planning has been defined for the informaton structure.

  1. To continue, select Enter.

    The Define Planning Type screen appears.

The initial planning table contains ten blank lines. You can assign key figures and some other types of data to these lines.

Note

If your planning type is dual-level and level-by-level planning is defined for the information structure, you create lines, define line attributes, assign key figures, and define macros at both owner and member level.

Assigning a Key Figure to a Line

To assign a key figure from the information structure to a line:

  1. Place your cursor on the line.
  2. Select Edit -> Assign structure.

    A dialog box appears inviting you to choose a key figure.

  3. Select the key figure you want to be displayed in this line.
  4. To continue, select Enter.

    The selected key figure now appears in the planning table.

  5. Repeat this procedure until you have assigned all the key figures you require in this planning type.

Creating Lines in the Planning Table

You can add extra lines in several ways.

Note

Only key figures are saved in the information structure; other data is calculated or read into the planning table at runtime.

  • You select Edit -> Add line.

    A blank line appears at the bottom of the planning table.

  • You select Edit -> Insert line.

    A blank line appears at the point in the planning table where you positioned your cursor.

  • You select Edit -> Propose lines.

    This causes lines to appear containing all key figures from the information structure. You can delete any lines you do not need.

  • You place your cursor on a key figure line and select Edit -> Actual data.

    A line is inserted below the current line. In the planning table, the actual values of this key figure will be displayed here, that is, the values from version 000. You cannot enter or overwrite the values on this line.

    This line is useful for comparing planned data with actual data. In retail, for example, you can use it to track open-to-buy.

  • You place your cursor on a key figure line and select Edit -> Actual data, previous year.

    A line is inserted below the current line. In the planning table, the actual values of this

Business Attributes
ASAP Roadmap ID 203   Establish Master Data 
Mandatory / Optional 2   Optional activity 
Critical / Non-Critical 2   Non-critical 
Country-Dependency A   Valid for all countries 
Assigned Application Components
Documentation Object Class Documentation Object Name Current line number Application Component Application Component Name
SIMG SIMG_CFMENUOLPAMC8A 0 HLA0006234 O HLA0006250  
Maintenance Objects
Maintenance object type C   Customizing Object 
Assigned objects
Customizing Object Object Type Transaction Code Sub-object Do not Summarize Skip Subset Dialog Box Description for multiple selections
MCPT L - Logical transport object MC8A SOP0000001 SOP: Create planning type 
MCPT L - Logical transport object MC8B SOP0000002 SOP: Change planning type 
History
Last changed by/on SAP  19981222 
SAP Release Created in