COPA PLANNING NOTES 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.
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COPA PLANNING NOTES
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
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