b60_bpc075_bpd_en_de (performance review and forecast).doc

8/12/2019 B60_BPC075_BPD_EN_DE (Performance Review and Forecast).doc

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SAP BusinessObjectsPlanning andConsolidation 7.5,

version for theNetweaver latfor!

Sete!ber "#$$

%nglish

Performance Review andForecast (B60)

SAP A&'iet!ar()o(Allee $**+$+# alldorf

Business Process 'ocu!entation



&er!an-

SAP A& Page " of $/



SAP Best Practices Perfor!ance 0eview and 1orecast 2B*#34 BP'

Copyright

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No art of this ublication !a- be reroduced or trans!itted in an- for! or for an- urose without the eresser!ission of SAP A&. 6he infor!ation contained herein !a- be changed without rior notice.

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Business Objects and the Business Objects logo, BusinessObjects, Cr-stal 0eorts, Cr-stal 'ecisions, eb9ntelligence, @celsius, and other Business Objects roducts and services !entioned herein as well as theirresective logos are trade!ars or registered trade!ars of Business Objects Software td. Business Objectsis an SAP co!an-.

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Icons

Icon Meaning

Caution

%a!le

Note

0eco!!endation

S-nta

%ternal Process

Business Process Alternative<'ecision Choice

Typographic Conventions

Type ty!e "escription

Example text ords or characters that aear on the screen. 6hese include fieldna!es, screen titles, ushbuttons as well as !enu na!es, aths andotions.

Cross(references to other docu!entation.

Example text %!hasi;ed words or hrases in bod- tet, titles of grahics and tables.

%@A8P% 6%@6 Na!es of ele!ents in the s-ste!. 6hese include reort na!es,rogra! na!es, transaction codes, table na!es, and individual e-words of a rogra!!ing language, when surrounded b- bod- tet, forea!le, S%%C6 and 9NC:'%.

Example text Screen outut. 6his includes file and director- na!es and their aths,!essages, source code, na!es of variables and ara!eters as well asna!es of installation, ugrade and database tools.

EXAMPLE TEXT Fe-s on the e-board, for ea!le, function e-s 2such as F23 or the

ENTER e-.

Example text %act user entr-. 6hese are words or characters that -ou enter in thes-ste! eactl- as the- aear in the docu!entation.

<Example text> =ariable user entr-. Pointed bracets indicate that -ou relace thesewords and characters with aroriate entries.

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Contents

$ Purose............................................................................................................................................ *

" PrereGuisites.....................................................................................................................................*

".$ Business Conditions...................................................................................................................*

"." 9% Configuration ( ogging on 9nterface for eb....................................................................... .*

".> ogging on SAP BPC S-ste!.................................................................................................... 7

"./ 9% Configuration ( Bac to BP1.................................................................................................. H

".5 Switch :ser og on SAP BPC s-ste!................................................................................... ....+

> Process Overview 6able...................................................................................................................+

/ Business Processes................................................................................................................... ...... +

/.$ Sales P1 0eview and 1orecast.................................................................................................. +

/.$.$ 8aintaining Currenc- 0ate.................................................................................................. +

/.$." 0eview and 1orecast for Sales.......................................................................................... $$

/." P P1 0eview and 1orecast.....................................................................................................$>

/.".$ P Planning Adjust!ent.................................................................................................... $>

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5. Choose OK and eit.

%'- *ogging on .P BPC ystem

Proced$re

$. Choose the roer lin 2for ea!le：htt4<<Jdo!ainK4JortK<OSoft<）

". 8ae the following entries in the o u window：

Fie!d name "escription /ser action and va!$es Comment

ser name 1or ea!le：

Jdo!ainKLPANN%0MCO0P

Pass!ord

>. Choose "# .

/. On the SAP Business"$%ects& Launc' Page, choose (nterface for t'e !e$.

5. Choose Business Process )lo!s.

*. Choose ASet SAP*BP*Planning+ clic "#.

7. On the Business Process )lo!s screen, choose the business rocess flow na!ed Sales P)Re,ie! - )orecast.

H. Stes assigned to this user are listed in lower art of the age.

+. Clic the ste to find the sub(ste list. 6he detailed elanation is included in art /.

$#. Change Current =iew as follow4

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Application 1or ea!le, 0ate

ime 6he eriod 1or ea!le, "#$".##5

%' I Config$ration Bac1 to BPF

Proced$re

9f -ou do not want to new a age in web interface after choosing bac to BP1, !ae setting asfollowing4

$. Oen Windowns internet Explorer Brower .

". Choose Tools → Internet Options.

>. Choose General tab.

/. Choose Settings in 6abs area.

5. 9n a$$ed Bro!sing Settings tab, !ae setting as screenshot4

*. Choose OK and eit.

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%'2 witch /ser *og on .P BPC system

hen -ou switch the user to log on BPC s-ste!, lease !ae sure all the BPC relevant screens areclosed.

- Process 3verview Ta,!eBP1 for Sales P1 0eview and 1orecast

Process tep $,Process teps B$siness Ro!e 4pected Res$!ts

8aintainingcurrenc- rate

Cororate Planner Currenc- translation ratesbetween local currenc- andforeign currenc- have beendefined.

0eview and1orecast for

Sales

Sales Planning Adjust!ent

Sales 6ea!Planner

Sales data is adjusted indetails in the inut schedule.

8ove Sales 'ata toP

Sales 6ea!Planner

Sales data is !oved to P.

BP1 for P P1 review and forecast

Process tep $,Process teps B$siness Ro!e 4pected Res$!ts

P Plan Adjust!ent

'eart!entPlanner

P si!ulation is adjustedbased on actual data.

B$siness Processes

'# a!es PF Review and Forecast

/se

1or sales tea!s, the- need to review and adjust sales lanning data first. 6hen !ove the data torofit loss lanning.

'#'# Maintaining C$rrency Rate

/se

9n order to !aintain and review data in different currencies, it is necessar- to !aintain currenc-translation rates between the local currenc- and various foreign currencies.

Proced$re

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9f -ou have alread- !aintained currenc- rate during run the BP1 for other deart!ents,this ste is not necessar-.

$. According to ".>, og on and oen BP1 Sales P) Re,ie! - )orecast with user for cororatelanner 2for ea!le, lannerMcor3.

". 9n the Action Pane, choose the Alication Rate.

>. Choose Sales P) Re,ie! and )orecast .

/. 1ro! the ste list, choose Maintain Currency Rate.

5. Choose Maintain Currency Rate. 9f -oure ro!ted to log on to the s-ste! rovide thearoriate user(9' 2for ea!le, lannerMcor3 and assword, choose AsetSAP*BP*Planning and choose )inis'.

*. Choose A Rate. Choose "# .

7. 6he (nput sc'edule for Currency Rate oens in BPC for %cel.

H. 8ae sure that the current view is set correctl- as indicated in the table below。


Application 0ate

ime <YYYY.MMM> 6he !onth, fro! whicherfor! data si!ulation, forea!le, 2012.005

+. 9n the inut schedule, enter average echange rate for :S' and CNI and !ae entr- in %:0 asbasic currenc- as $.

$#. Choose Send Data in the right hand fra!e in the Sc'edule as/s area.

$$. 9n the Send Data "ptions area of the action ane, choose send acti,e !or/s'eet and 0efresh.

$". 9n the xx records !ill $e sent dialog bo, choose 0es.

$>. On the Refres' sc'edule results, chec that there are no rejected records and choose Close.

$/. Choose Bac/ to BP) .

$5. Choose the Co!lete button above Maintain Currency Rate ste.

Res$!t

Currenc- translation rates between 0eort currenc- and 1oreign currenc- have been defined.8oreover, the $st ste is set to co!leted.

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'#'% Review and Forecast for a!es

P$rpose

Budget lanner of sales deart!ent needs to adjust the sales lanning data for future several

!onths based on the sales actual data of last several !onths of current fiscal -ear and lan versiondata. 6hen the adjusted sales data will be ushed to P lanning.

'#'%'# a!es P!anning .d5$stment

/se

9n the !iddle of the -ear, it is necessar- to do a review for the sales lanning data which was !adeat the beginning of the -ear. 6he review could be done based on the original lanned target and theactual result in the ast fiew !onths. 6he sales lanning data for the following !onth should beadjusted roerl-.

Proced$re$. According to ".>, og on and oen BP1 with user for sales tea! lanner 2for ea!le,

lannerMS$3.

". 9n the Action Pane, choose the Alication set SAP*BP*Planning and the alicationSALES*PLA11(12.


/. 1ro! the ste list, choose Re,ie! and )orecast for Sales.

5. Choose Sales Planning Ad%ustment . 9f -oure ro!ted to log on to the s-ste! rovide thearoriate user(9' and assword, choose ASet SAP*BP*Planning , then choose )inis'.

*. Choose alication Sales*Planning . Choose "# .

7. 6he 9nut Schedule for Sales Planning Perfor!ance 0eview and 1orecast inut schedule oensin BPC for %cel.

H. 8ae sure that the current view is set correctl- as indicated in the table below4


Customer Region Customer A

P*cc SalesTeam1

ime <YYYY.MMM> 6he !onth, fro! whicherfor! datasi!ulation, forea!le, 2012.005

+. 6he actual data is udated in the colu!n of the ast !onths 2for ea!le, "#$" an, "#$" 1eb,"#$" 8ar and "#$" 8a-3

$#. Choose Ref. from Plan Data to co- the sales lanning data created in Business Scenario B*$for the rest !onths of the current -ear.

$$. Adjust the data for the rest !onths, such as sales unit rices, sales Guantities or :nit cost.

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6he data in colu!n Q'ifferenceR shows the difference between the lanned target -ouveset in Business Scenario B*$ and the Actual result

$". Choose Send Data.

$>. 9n the Send Data "ptions area of the action ane, choose send acti,e !or/s'eet and 0efresh.

$/. 9n the xx records !ill $e sent dialog bo, choose 0es.

$5. On the Refres' sc'edule results, chec that there are no rejected records and choose Close.

$*. Choose Bac/ to BP) .

$7. 0eeat ste $ to ste $/ for the sales lanning data of Sales6ea!" b- logging on with budgetlanner of sales tea! "2for ea!le, lannerMS"3.

Res$!t

Sales lanning data has been adjusted based on the latest actual data..

'#'%'% Moving a!es "ata to P*

/se

Budget lanner of sales deart!ent need to transfer the sales lanning data 2version FCST_XXX3 tothe P lanning for the follow(u P data lanning.

Proced$re

$. According to ".>, og on and oen BP1 with user for sales tea! lanner 2for ea!le,lannerMS$3.

". 9n the Action Pane, choose the Alication set SAP*BP*Planning and the alicationSales*Planning .


/. 1ro! the ste list, choose Re,ie! and )orecast for Sales.

5. Choose Mo,e Sales Data to PL. 9f -oure ro!ted to log on to the s-ste! rovide thearoriate user(9' and assword, choose Aset SAP*BP*Planning and choose )inis'.

*. Choose alication Sales*Planning . Choose "# .

7. 6he Data Manager dialog bo oens.

H. Choose Data Management fro! the Pac/age 2roup tree.

+. Choose Mo,e*Sales*to*PL fro! the acage list on the right ane and choose Run.

$#. On the $st age of the Data Manager 3 Run Pac/age !i4ard , choose Salseeam5 for entit- and

6756.otal for 6i!e b- choosing the . eave other default setting and choose 1ext .

$$. On the "nd age of the Data Manager 3 Run Pac/age !i4ard , choose )inis'.

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$". Confir! the !essage b- choosing "# .

$>. Chec the eecution result b- choosing eDAA→ 8ie! Status fro! the !enu bar.

$/. Close the Data Manager dialog bo.

$5. Choose Bac/ to BP) .

$*. Choose Complete to co!lete ste 0eview and 1orecast for Sales.

$7. 0eeat ste $ to ste $/ for the sales lanning data of Sales6ea!" b- logging on with budgetlanner of sales tea! ".2 eg4 lannerMS"3

Res$!t

6he sales lanning data has been transferred to the P lanning side and the ste has beenco!leted.

'% P* PF Review and Forecast

/se

1or all deart!ents, rofit loss data needs to be reviewed and adjusted.

'%'# P* P!anning .d5$stment

/se

9n the !iddle of the -ear, 6he Profit and oss lanning data for the following !onth should beadjusted roerl-.

Proced$re$. According to ".>, og on and oen BP1 PL P) Re,ie! - )orecast with user for lanner of one

deart!ent 2for ea!le, lannerMS$3.

". 9n the Action Pane, choose the Alication set SAP*BP*Planning and the alicationPL*PLA11(12.

>. Choose PL P) Re,ie! and )orecast .

/. 1ro! the ste list, choose Re,ie! and )orecast for PL.

5. Choose PL Plan Ad%ustment . 9f -oure ro!ted to log on to the s-ste! rovide the aroriateuser(9' and assword, choose Aset SAPMBPMPlanning and choose )inis'.

*. Choose alication PL*Planning . Choose "# .

7. 6he 9nut Schedule for PL Planning Performance Re,ie! and )orecast input sc'edule oens inBPC for %cel.

H. 8ae sure that the current ,ie! is set correctl- as indicated in the table below4

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P*CC SalesTeam1

ime <YYYY.MMM> 6he !onth, fro! which erfor!data si!ulation, for ea!le,2012.005

+. Choose Ref. from Plan Data to co- the Profit and oss lanning data created in BusinessScenario B*> for the rest !onths of the current -ear..

$#. Adjust the lanning data for the rest !onths.

6he data in colu!n Q'ifferenceR shows the difference between the lanned target -ouveset in Business Scenario B*> and the Actual result

$$. Choose Send Data.

$". 9n the Send Data "ptions area of the action ane, choose acti,e !or/s'eet and refres'

$>. 9n the xx record9s: !ill $e sent dialog bo, choose 0es.

$/. On the Refres' sc'edule results, chec that there are no rejected records and choose Close.

$5. Choose Bac/ to BP) .

$*. Choose Complete to co!lete ste 0eview and 1orecast for P.

$7. 0eeat ste $ to ste $5 for other deart!ent b- logging on with other deart!ent lanners2including lannerMS", lannerM19, lannerM)0, lannerM963.

Res$!t

P adjust!ent is finished based on actual data of the last few !onths. 8oreover, the last ste is setto be co!leted.

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b60_bpc075_bpd_en_de (performance review and forecast).doc

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