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    COPA Planning

    Uploaded by

    shiva_annapu
    The document discusses planning in COPA (Profitability Analysis) which allows planning of sales, revenue, and profitability data. It describes the key steps to set up the planning framework including defining the planning level, package, method, and parameter set. It then explains how to perform planning both with and without integrated Excel, including uploading an Excel plan via file transfer.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    COPA Planning

    Uploaded by

    shiva_annapu
    72 views23 pages
    The document discusses planning in COPA (Profitability Analysis) which allows planning of sales, revenue, and profitability data. It describes the key steps to set up the planning framework including defining the planning level, package, method, and parameter set. It then explains how to perform planning both with and without integrated Excel, including uploading an Excel plan via file transfer.

    Original Description:

    COPA Planning configurations

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    The document discusses planning in COPA (Profitability Analysis) which allows planning of sales, revenue, and profitability data. It describes the key steps to set up the planning framework including defining the planning level, package, method, and parameter set. It then explains how to perform planning both with and without integrated Excel, including uploading an Excel plan via file transfer.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    72 views23 pages

    COPA Planning

    Uploaded by

    shiva_annapu
    The document discusses planning in COPA (Profitability Analysis) which allows planning of sales, revenue, and profitability data. It describes the key steps to set up the planning framework including defining the planning level, package, method, and parameter set. It then explains how to perform planning both with and without integrated Excel, including uploading an Excel plan via file transfer.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 23

    COPA Planning

    Siv
    Planning is a key tool available in Profitability Analysis (COPA), which is widely used to plan
    for annual forecast for Profitability Plans and track the actuals against the planned figures.
    Planning in Profitability Analysis allows to plan Sales, revenue and profitability data in any
    selected profitability segments. The planning data can be displayed in various ways, depending
    on business demands. It is not a standalone component. It can not only send data to other
    applications but it can also receive planning data from those applications. It is also not limited by
    any specific time frame. The planning can be done more than one fiscal year at one or on a
    rolling basis. The data can also be planned by posting periods or calendar weeks. It is also
    possible to create and store planning data in different plan versions.

    The planning framework is the main working environment for sales and profit planning. It
    contains all possible settings for building the planning framework. The planning can be carried
    out from this framework screen. MS Excel can be used as a planning screen for planning data in
    the SAP system. The planning framework allows for planning with or without MS Excel. The
    various ways in which manual planning can be executed are as under:

    Planning without Excel


    Planning with Excel integrated in SAP Interface
    Planning with offline planning in Excel and
    uploading data into the SAP system

    The first step in COPA planning is the planning framework. It contains the elements like
    Planning Level, Planning Package, Planning Method and parameter set. The configuration
    transaction for creation of planning framework is KEPM. The first step is to set the Operating
    Concern.

    The next step is to create a planning level. Planning level is used to determine the level at which
    the planning is required to be done using the characteristics. In the transaction code KEPM, right
    click on Planning Level.

    Now enter the planning level and description of the same.

    Now right click on the Planning Level created to add the characteristics needed for planning

    The characteristic values are specified in a planning package. Right click on the planning level
    and click on Create Planning Package.

    Specify the name and description of the planning package.

    Enter the values which can be defaulted.

    The status of the planning package would be in Red. Double click on the status and change it to
    the required status

    The next important step is the definition of planning method. The planning method is a function
    with which the planning data can be
    entered and changed. The planning method can be manual or automatic. The automatic planning
    allows to copy and revaluate actual or planning data for a large number of profitability segments
    at once. On the other hand, the manual planning method allows you to define the planning
    screens as per requirement at any degree of detail.

    The next step in the planning process is the creation of the parameter set. It contains all the
    settings required for execution of planning
    method. Right click on Enter Planning Data and than click on Create Parameter Set

    Enter the parameter set name and description

    In the next screen, enter the required details like planning layout, currency etc. and Save it. This
    would create the parameter set.

    There is a checkbox for integration with excel. This check box must be ticked as Active, if
    integration with excel is required. If this is
    not ticked, the excel integration will not work with COPA planning framework. The next step is
    to define the planning layout. The planning layout will
    determine how the screens will look like when the planning data is entered and which fields
    would appear on the screen. The planning layout can be
    created/modified using transaction code KE15 or KE16 or through the parameter set by click on
    Create icon.

    Enter the layout description, name and choose the Characteristics as Header and Lead Columns
    as required.

    Choose the value fields that are needed and save

    Check if the layout meets the requirements. This can be done in transaction code KE15 or KE16

    Other options for editing are available

    The planning framework is now complete and we can now execute planning

    Planning without Excel Integration

    Ensure that Integrated Excel check box is not ticked in the parameter set in transaction code
    KEPM

    Double click on the parameter SET1. This would open the planning screen

    Now enter the planned values and save

    You can check the posting in KE25 or use the path in the menu path as under:

    Planning with Integrated Excel

    Excel is integrated in the standard SAP planning screen. The checkbox should be ticked in the
    transaction code KEPM

    Now double click on the parameter set to open the excel based planning screen

    Once Macros are enabled, embedded excel screen opens in SAP Interface

    Once the planned data has been entered, save the planned data

    Planning with Excel Upload

    Ensure that the Integrated Excel checkbox is ticked in the Parameter set. Double click on the
    same and go to Excel Integrated planning
    screen. Enable the macros. In the planning screen go to Setting and click on Formatting

    This will generate a file description as shown below

    Now click on Save File Description

    Now click on Save Excel Layout to save the Excel worksheet in the SAP System

    Now click on Generic file to enter a generic file name. This name must consist of a string of characters (upper
    case), an asterisk (*), and the file suffix ".TXT" (example: PLAN*.TXT). When you later upload Excel files into the
    SAP System, this generic file name links the file on your local PC to the file
    description.

    After this save the overall planning as shown below:

    In the excel planning screen, do file Save as to save the Excel Planning Layout for future use :

    Example the excel layout is saved as PLAN1 on your Local computer. Once the file is saved on the local
    computer, it is not required to come again to KEPM and execute all the steps for generate of the excel template. Just
    use the saved excel file, enter the planned data as TXT and upload the same using transaction code KE13N

    Save the file in TXT format

    Go to KE13N or use the path as below:

    You can check the planned data in KE25.

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