Hierarchy
BBPCRM (Software Component) BBPCRM⤷
CRM (Application Component) Customer Relationship Management⤷
CRM_APPLICATION (Package) All CRM Components Without Special Structure Packages⤷
KE0C (Package) Customizing for Profitability Analysis
IMG Activity
| ID | SIMG_CFMENUORKEKE14 | Define Planning Layout |
| Transaction Code | S_ALR_87005733 | IMG Activity: SIMG_CFMENUORKEKE14 |
| Created on | 19981222 | |
| Customizing Attributes | SIMG_CFMENUORKEKE14 | Define Planning Layout |
| Customizing Activity | SIMG_CFMENUORKEKE14 | Define Planning Layout |
Document
| Document Class | SIMG | Hypertext: Object Class - Class to which a document belongs. |
| Document Name | SIMG_CFMENUORKEKE14 |
In this activity, you define the entry screens for sales and profit planning. These definitions are referred to as "planning layouts" and represent structures of rows and columns.
Note: In most cases, you should create a planning layout via automatic generation from the parameter set for the planning method Enter Planning Data. The only planning layouts that you need to create manually are those with complex lead columns containing several characteristics that are specified by row. An example of such a planning layout is one for displaying a contribution scheme. In such cases, you have to ensure that the planning layout is compatible with the planning level. This means that all the planning level characteristics in the planning layout must occur in the General Selections, the lead columns or the value columns.
Each planning layout is valid for one operating concern.
If you are using parallel currencies in the current operating concern, you need to decide whether you want to plan the planning data in the planning layout
- in just the operating concern currency, or
- in the operating concern currency and the company code currency.
You should make this decision first thing when you create this layout.
If you are also using parallel valuations in the current operating concern, then you have a wider choice of options for planning the planning layout:
- Only in the operating concern currency with legal valuation, or
- In any valuation approach (that is, in the operating concern currency and/or company code currency with legal and/or profit center valuation.
This planning layout setting cannot be changed retrospectively.
The setting that you make determines which of the characteristics company code and currency type are made available to you for the planning layout definition:
- If you plan in just the operating concern currency (with legal valuation), you cannot select characteristic currency type. You can select characteristic company code as a normal characteristic.
- If you would like to plan in both currencies, you must select characteristics company code and currency type.
- If you would like to plan with profit center valuation, you only need to select characteristic currency type.
If you also store your planning data in the current operating concern on the basis of calendar weeks, you then need to decide when you start defining a planning layout whether you want to use it to edit planning data for posting periods or to edit weekly data.
Characteristics and value fields
Every field on the screen belongs to a row and a column of the planning layout. The content of the field depends on the characteristics and value fields used to define the corresponding row and column.
One characteristic you can use is the plan/actual indicator. This makes it possible to display actual values in planning for informational purposes. If you use the plan/actual indicator, you need to specify a value for it in each column. In "actual" columns, you cannot choose the characteristic "Version", whereas in "plan" columns you are required to do so.
Characteristic values
Characteristic values that are specified in the planning layout are overwritten by those specified in the planning package and in the planning level. This is because the selections made in the planning package and in the planning level supercede those in the planning layout. You should therefore make your selection in the layout as flexible as possible, which can usually be achieved by entering "*" as the characteristic value in the simple lead columns and in the general data selections. This entry captures all possible characteristic values and can be replaced by a single value or by an interval. However, the entry "*" is not permitted as the characteristic value for the following characteristics, which are exceptions:
- Currency type (or controlling area, for account-based CO-PA)
You need to enter the single value that is specified for this characteristic in the version specified in the planning level or in the planning package.
- Version
You need to create a variable. During planning, the variable is then filled via the selection made in the planning package or the planning level.
- Period
You need to create a variable for every "from" value and every "to" value.
In complex lead columns and in value columns that also cannot take "*" as an entry, you need to use single values or variables that are then replaced during planning with selections from the planning package or the planning level. If you specify more characteristic values than there are in the planning package or the planning level, then entries cannot be made in the corresponding fields during planning.
To enter a local variable for a characteristic value, select the checkbox "Variable on/off". Such variables are filled using the selections in the planning package or the planning level. You just need to ensure that the planning layout has the same number of variables for a characteristic value as the selection from the planning package or planning level. If, for example, there are two columns in the layout and each has a variable for the version, then the package should contain two single values for the version. If a "from" variable and a "to" variable have been entered in the general data selections for a characteristic, then a from-to value must also be specified in the package or level.
Variables are valid only in the planning layout in which you define them. You can define the varaible name as you wish; it is unique for each characteristic and can therefore be used for different characteristics within a layout. For example, variable "1" for the characteristic "Version" is not the same as variable "1" for the characteristic "Division". Furthermore, a variable can be used more than once in the same layout. For example, variable "1" for "Version" can occur in the first and second columns.
Text variables can be used anywhere where you would normally enter texts. To use a text variable, you need to enter "&$" followed by the name of the variable.
The function Extras -> Variables -> Variable definition lets you assign the variable to a characteristic. When you enter planning, the system automatically finds a text depending on the value selected for that characteristic. (You cannot replace text variables manually.)
Note
For variables which refer to numeric fields, you can also use addition and subtraction. The variable is extended by a "+" or "-" and a number with up to two characters.
Example
The following layout, for example, allows you to plan the current fiscal year in the planning session by entering a variable, while allowing you to display the figures from the previous year for comparison purposes in another column.
Column 1: A (period from) and B (period to)
Column 2: A-12 (period from) and B-12 (period to)
The variables in column 1 could be replaced with 01/200 (period from) and 12/2000 (period to).
Those in column 2 could be replaced with 01/1999 (period from) and 12/1999 (period to).
Activities
Define elements
Except for a few minor differences, you define planning layouts the same way you define forms for the information system.
A planning layout consists of the following parts:
- Header
You define the header by choosing "Edit -> Gen. data selection" from the menu or by double-clicking the word "Planning layout". The general data selection determines which characteristics and characteristic values appear where in the header.
- Lead columns and value columns
Here you choose the characteristics, characteristic values and value fields you want to plan.
Define the header
In the general data selection, you specify the characteristics and characteristic values that you want to apply to all the rows and columns of the layout. For example, you should enter a version here if you want the entire layout to be for that version. The general data selection simplifies the layout and makes it easier to avoid errors when defining it.
Once you have specified a value for a characteristic in the header, that characteristic is no longer offered for selection in the rows and columns.
Under "Edit -> General data selection -> Gen. data selections", you can select as many characteristics as you like for the header of the planning layout. All these characteristics apply for all the rows and columns of the layout.
Under "Edit -> Gen. data selection -> Header layout..." you can sort the characteristics as you would like them to appear in the header. Note that the&
Business Attributes
| ASAP Roadmap ID | 204 | Establish Functions and Processes |
| 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_CFMENUORKEKE14 | 0 | HLA0100148 O | |
| SIMG | SIMG_CFMENUORKEKE14 | 1 | I070004708 | Profitability Analysis |
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 |
| KE14 | T - Individual transaction object | KE14 | 01 | Create Planning Layout | ||
| KE14 | T - Individual transaction object | KE15 | 02 | Change Planning Layout | ||
| KE14 | T - Individual transaction object | KE16 | 03 | Display Planning Layout |
History
| Last changed by/on | SAP | 19981222 |
| SAP Release Created in |
