SAP ABAP IMG Activity SIMG_OLPR_KP34PS (Maintain User-Defined Planner Profiles)
Hierarchy
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IMG Activity
ID SIMG_OLPR_KP34PS Maintain User-Defined Planner Profiles  
Transaction Code S_ALR_87008810   (empty) 
Created on 19990125    
Customizing Attributes SIMG_OLPR_KP34PS   Create User-Defined Planner Profiles 
Customizing Activity SIMG_OLPR_KP34PS   Create User-Defined Planner Profiles 
Document
Document Class SIMG   Hypertext: Object Class - Class to which a document belongs.
Document Name SIMG_OLPR_KP34PS    

You use planner profiles to control the way planning is carried out. In a planner profile, you specify per planning area which planning layout is to be used with which default values. Per planning area, you can create as many planning layouts as you require. The profile item determines the order of the planning layouts within a planning area and can be used to assign the same planning layout to a planner profile in multiple areas, but with a different default setting each time.

Planner profiles are hierarchically structured as follows:

- Planner Profile

- General Controlling

- Layouts Controlling

- Default Parameters

  • Planner Profile

    You can assign an authorization group to every standard profile and every planner profile that you create in the Profile planning overview.
    The combination of authorization groups and locked default settings (see Default layout) results in highly detailed authorization assignments for entering planning data.

    All the planner profiles in the system are defaulted. This is regardless of the component in which you wish to call up planner profile processing. This enables you to define allowed entries of planner profiles from other components, for each component chosen.

  • General Controlling

    For each planner profile, the system recommends different planning areas, depending on the application component. You can create additional planning areas.

    In CuDK you can enter a default value for a distribution key for currency amounts.

    In QtDK you can enter a default value for a distribution key for quantities.

    The system uses these default values for combinations that have not yet been planned, even if you have not selected a distribution key in the definition of the planning layout.

  • Layout Controlling

    In each planning area, you determine which planning layouts appear in which sequence. For each planning area, you must define at least one profile item and assign a planning layout.

    The Deflt indicator shows whether settings already exist (see: Default settings layout).

    If you deactivate the Over. (=Default settings not protected) indicator, the user must use the entries given in planning and may use only the defaulted variables. If the indicator is active, the entries are default values which can be overwritten when entering planning.

    The Excel integration indicator gives you the option of entering planning data in an Excel worksheet. If the indicator is active, you can use Excel to make your entries.

    The file description influences the layout of the worksheet. If you move the planning data (that you entered in the system) within the worksheet, the file description creates the link between the old data and the new location.

    You can also find further information on preparation for planning with Excel in the SAP Library under Financials -> CO Controlling -> Cost Center Accounting -> Cost Center Planning -> Manual Planning -> Techniques for Supporting Manual Planning -> Integrated Excel in Planning.

  • Default parameters

    You can enter default parameters for the selection of planning data of each item in the assigned planning layout.

    All variables defined in a layout are referenced during planning as parameters, which you can set with values per profile item.

If you undertake decentralized planning in your organization, the planner profiles assist the organizational aspects of the planning process. You can assign particular user groups to profiles in which objects have already been preset and precisely delimited.

Example

Requirements

To create entire planner profiles, the planning layouts used must be available. Complete the IMG activity Create Planning Layout.

Standard settings

The standard system includes several defined planner profiles. The names of the profiles begin with SAP. These are protected, meaning you cannot create custom profiles beginning with "SAP".

Note

Note that as of Release 4.0A, the planner profile SAP101, SAP102, SAP103, and SAP104 and the planning layouts 1-101 to 1-104 contained in these profiles are no longer maintained by SAP.

Activities

To assign planner profiles to authorization groups, create the necessary groups in the IMG activity Create Custom Authorization Groups. You can use the authorization groups to control which users have access to which planner profiles. Assign authorizations with the authorization object "CO: Planner Profiles" (K_TKA50).

To create planner profiles, proceed as follows

  1. CO Planner Profile Overview
    1. To create a new planner profile, choose New entries.
      2. To copy an existing profile, select a reference and choose Edit -> Copy as.
    2. Enter a name and explanatory short text for the object.
    3. If necessary, assign an authorization group to the planner profile.
  2. General Controlling
    1. Select the suggested planning area for which you want to make settings and choose Settings for General Controlling.
    2. To create a new planning area, choose New entries.
  3. Layouts for Controlling
    1. Select a planning area for which you want to make settings and choose Layouts for General Controlling.
    2. Choose New entries and enter an item and previously defined layout.
    3. Activate the indicator Default settings not protected if users may overwrite the defaulted variables.
    4. Activate Excel integration if you want to enter your planning data in an excel worksheet.
    5. Enter a name for the file description.
      6. If you do not enter a name, the system automatically assigns a name when you save the file.
    6. Save your entries and return to the layout overview screen.
  4. Layout Default Settings
    1. Select a planning area for which you want to make settings and choose Layout Controlling.
    2. Set the parameters of the defined variables per profile item for the planning layout.
      3. Notes
      To define the excel worksheet, at least one row must exist on the screen. For this reason, you need to enter example data as dummy data in the SAP System using the planning layout.
      To be able to plan directly using the corresponding planning layout, you may need to reset any planner profile that has been set under Planning -> Set planner profile.
  5. Optional steps:
    • Authorizations
      • In the IMG activity Authorization Management, set authorizations as required for object K_TKA50 and assign the authorizations to the authorization profiles of the appropriate users.
    • User parameters
      • Assign parameter ID PPP to the users who are to work with the profile in the user parameters (choose System -> User profile -> User parameters).
    • Deleting planner profiles
      • When you delete a planner profile, the system checks whether the profile is also used in other components. If it is, you first need to delete the dependent entries for the planner profile in all components, before you can delete the planner profile itself.

Note on transport

To transport planner profiles, see the General Controlling Customizing -> Production Start-Up Preparation -> System Configuration Transport -> Planning Configuration Transport -> Transport Other Planning Configurations. You can use this function to transport the complete set of planner profiles from a test to a productive client.

Planner profile maintenance is connected to the automatic recording of transport data.

This also includes the settings for integrated Excel. The system includes file descriptions and Excel sheet templates in the transport request, provided you have created them in Customizing.

The system also transports the settings for integrated Excel if you have manually included a planner profile in - or manually deleted a planner profile from - a transport request (you do both by choosing Table View -> Transport).

Warning

  • When performing the transport, ensure that you have not manually created any integrated Excel settings in the target system.

    Only supply the target system by means of transports, otherwise inconsistencies could arise. When importing the Excel sheet templates from the source system, the system does not overwrite the settings already made in the target system.

  • If, however, planner profiles with corresponding Excel sheet templates already exist in the target system, you have to delete them before performing any imports. In planner profile maintenance, you can delete these Excel sheet templates for specific planner profiles or profile items.

Further notes

You can find more information on planner profiles in the SAP Library under Financials -> CO Controlling -> Cost Center Accounting -> Cost Center Planning -> Manual Planning -> Planning Techniques -> Planning Screen Layout -> Planner Profiles.

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_OLPR_KP34PS 0 HLA0001564 O  
SIMG SIMG_OLPR_KP34PS 1 HLA0001418 O  
SIMG SIMG_OLPR_KP34PS 2 HLA0001494 Cost Planning in the WBS 
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
KP34 T - Individual transaction object OK16 CO-CCA1 Create Authorization Groups for Planner Profiles 
VC_TKA50_PS C - View cluster KP34PS 0000000001 Maintain User-Defined Planner Profiles 
History
Last changed by/on SAP  20051117 
SAP Release Created in