Planning in COPA SAP Planning in COPA can be made at various levels. SAP allows to plan: 1- By manually inputting figures for segments. You need to create planning layout in KE14, this can be used then in KEPM (Planning framework). 2- By manually inputting Sales Quantity only, and rest of valuation would be done using valuation strategy as configured in IMG (KE4U) & Revenue would be planned using costing sheets. First method is quite straightforward; where there is a lot of manipulation of data, as required. However in second method; only quantity is planned; rest of valuation is done automatically. For second method it is required to configure in different areas in IMG to work, below is detailed working step wise: Manual & Automatic Planning (Point of Valuation 03 & 04) in COPA In IMG; assign valuation strategy to point of valuation (Transaction code: KE4U) Input Point of Valuation 03 (manual planning) & 04 (automatic planning) against version, where you want to valuate your planning data. In IMG: Select "Assign costing keys to Material Types" in order to assign point of valuation (03 & 04) & to relevant material type (Transaction Code: KE4J):
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Transcript
Planning in COPA SAP
Planning in COPA can be made at various levels. SAP allows to plan: 1- By manually inputting figures for segments. You need to create planning layout in KE14, this can be used then in KEPM (Planning framework).
2- By manually inputting Sales Quantity only, and rest of valuation would be done using valuation strategy as configured in IMG (KE4U) & Revenue would be planned using costing sheets.
First method is quite straightforward; where there is a lot of manipulation of data, as required. However in second method; only quantity is planned; rest of valuation is done automatically. For second method it is required to configure in different areas in IMG to work, below is detailed
working step wise: Manual & Automatic Planning (Point of Valuation 03 & 04) in COPA
In IMG; assign valuation strategy to point of valuation (Transaction code: KE4U)
Input Point of Valuation 03 (manual planning) & 04 (automatic planning) against version, where you want to valuate your planning data.
In IMG: Select "Assign costing keys to Material Types" in order to assign point of valuation (03 & 04) & to relevant material type (Transaction Code: KE4J):
Maintain COPA Costing Sheets for “Sales Revenue” Planning You have two options regarding costing sheets; either you use costing sheet created in SD or you create in COPA.
In order to create Costing Sheet in COPA; Please follow following steps: In IMG: select condition tables; condition tables are used to identify fields, for which you want to plan
data i.e. Sales Revenue or Deductions/Surcharge or other cost segments. (Transaction Code: KE4A)