b61_bpc075_bpd_en_de (sales planning).docx

8/12/2019 B61_BPC075_BPD_EN_DE (Sales Planning).docx

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SAP BusinessObjectsPlanning andConsolidation 7.5,

version for theNetWeaver platform

September 2011

English

Sales Planning (B61)

SAP AGDietmar-Hopp-Allee 1669190 WalldorfGermany

Business Process Documentation



SAP B e s t P ra c t i c e s Sales Planning (B61): BPD

© SAP AG of 13

Copyright

© 2011 SAP AG. All rights reserved.

No part of this publication may be reproduced or transmitted in any form or for any purpose without the expresspermission of SAP AG. The information contained herein may be changed without prior notice.

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These materials are subject to change without notice. These materials are provided by SAP AG and its affiliatedcompanies ("SAP Group") for informational purposes only, without representation or warranty of any kind, andSAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAPGroup products and services are those that are set forth in the express warranty statements accompanyingsuch products and services, if any. Nothing herein should be construed as constituting an additional warranty.




© SAP AG of 13

Icons

Icon Meaning

Caution

Example

Note

Recommendation

Syntax

External Process

Business Process Alternative/Decision Choice

Typographic Conventions

Type Style Description

Example text Words or characters that appear on the screen. These include fieldnames, screen titles, pushbuttons as well as menu names, paths and

options.Cross-references to other documentation.

Example text Emphasized words or phrases in body text, titles of graphics and tables.

EXAMPLE TEXT Names of elements in the system. These include report names,program names, transaction codes, table names, and individual keywords of a programming language, when surrounded by body text, forexample, SELECT and INCLUDE.

Example text Screen output. This includes file and directory names and their paths,messages, source code, names of variables and parameters as well asnames of installation, upgrade and database tools.

EXAMPLE TEXT Keys on the keyboard, for example, function keys (such as F2 ) or theENTER key.

Example text Exact user entry. These are words or characters that you enter in thesystem exactly as they appear in the documentation.

<Example text> Variable user entry. Pointed brackets indicate that you replace thesewords and characters with appropriate entries.




© SAP AG of 13

Contents

1 Purpose ......................................................................................................................................... 5

2

Prerequisites.................................................................................................................................. 5

2.1 Business Conditions ............................................................................................................... 5 2.2 IE Configuration - Logging on Interface for Web.................................................................... 5 2.3 Logging on SAP BPC system ................................................................................................ 6 2.4 IE Configuration - Back to BPF .............................................................................................. 7 2.5 Switch User Log on SAP BPC system ................................................................................... 7

3 Process Overview Table ............................................................................................................... 7 4 Business Processes ...................................................................................................................... 8

4.1 Maintaining Currency Rate..................................................................................................... 8 4.2 Sales Planning ....................................................................................................................... 9

4.2.1 Maintaining Sales Planning Data .................................................................................... 9

4.2.2 Confirming Sales Planning Data ................................................................................... 10 4.2.3 Submitting Sales Planning Data ................................................................................... 11

4.3 Reviewing and Approving .................................................................................................... 11 4.3.1 Confirming Sales Planning Data ................................................................................... 11 4.3.2 Approving Sales Planning Data ................. ................. .................. ................. ............... 12

4.4 Transferring Sales Planning Data to PL Planning ............................................................... 13 4.4.1 Transferring Sales Planning Data to PL Planning ........................................................ 13




© SAP AG of 13

Sales Planning

1 PurposeIn the SAP Best Practices for Business Planning and Consolidation documentation DVD, inputschedules and reports are delivered, which you can use to enter and review plan data for the year2012.This Business Process Procedure document describes where to find the input schedules and reportsand how to save and review the plan data in the system.

2 Prerequisites

2.1 Business ConditionsThe business process described in this Business Process Documentation is part of a bigger chain ofintegrated business processes or scenarios. As a consequence, you must have completed thefollowing processes and fulfilled the following business conditions before you can start going throughthis scenario:

Business Condition Scenario

You have completed all steps described in the BusinessProcess Documentation Business Result Analysis andSimulation (B59).

Business Result Analysis andSimulation (B59)

2.2 IE Configuration - Logging on Interface for WebBefore Log on interface for web, please make following setting and make sure there is a pop-upwindow to ask you enter user name and password.

1. Open Windowns internet Explorer Brower. 2. Choose Tool Internet Options.

3. Choose Security tab .

4. Make setting as screenshot in both Local intranet and Trusted sites zone:




© SAP AG of 13

5. Choose OK and exit.

2.3 Logging on SAP BPC system1. Choose the proper link ( for example http://vmw4594:1080/OSoft/

2. Make the following entries in the pop up window

Field name Description User action and values Comment

User name For exampleVMW4594\PLANNER_CORP

Password

3. Choose OK .

4. On the SAP BusinessObjects- Launch Page, choose Interface for the web.

5. If dialog for AppSet selection pops up, choose AppSet SAP_BP_Planning, choose OK. Chooseapplication RATE .

6. Choose Business Process Flows.

7. On the Business Process Flows screen, choose the business process flow named SalesPlanning.

8. Steps assigned to this user are listed in lower part of the page.

9. Choose the step to find the sub-step list. The detailed explanation is included in part 4.

10. Change Current View as follow:


Application For example, RATE

http://vmw4594:1080/OSoft/

http://vmw4594:1080/OSoft/




© SAP AG of 13


Time The period For example, 2012.Total

2.4 IE Configuration - Back to BPFIf you do not want to new a page in web interface after choosing back to BPF, make setting asfollowing:

1. Open Windowns internet Explorer Brower.

2. Choose Tool Internet Options.

3. Choose General tab.

4. Choose Settings in Tabs area .

5. In Tabbed Browsing Settings tab, make setting as screenshot:

6. Choose OK and exit.

2.5 Switch User Log on SAP BPC systemWhen you switch the user to log on BPC system, please make sure all the BPC relevant screens areclosed.

3 Process Overview TableProcessSteps

Sub-Process Steps Business Role Expected Results

Maintaincurrency rate

Corporate Planner Exchange rates havebeen maintained centrally




© SAP AG of 13

8. The Input Schedule for Sales Planning opens in BPC for Excel.

9. Make sure that the current view is set correctly as indicated in the table below:


Customer Region Customer A

P_CC SalesTeam1

Time 2012.Total

10. You can load the actual data from last year, then make adjustment base on it. To do so, chooseRef. from Last Year . Actual data from last year copied to current input schedule.

11. Enter the sales planning data, for example, sales unit prices, sales quantities, and so on. Basedon the actual data from last year. Sales revenue, product cost, gross profit are calculatedautomatically.

If you want to change Sales Region, you can choose Change to make other data

combination. And also, transaction currency (USD or EUR) is adjusted based on theRegion Cusotmer you have selected...

12. Choose Send Data .

13. In the Send Options area of the action pane, choose active worksheet .

14. Choose Refresh .

15. In the xxx records will be sent … dialog box, choose Yes .

16. On the Refresh schedule results , check that there are no rejected records and choose Close .

17. Choose Back to BPF .

18. Repeat step 1 to 16 for the sales planning of Sales Team 2 by accessing the system with userplanner_S2.

ResultSales planning data has been set for sales team 1 and sales team 2..

4.2.2 Confirming Sales Planning Data

UseBudget planner for every sales team review and confirm the sales planning details.

Procedure1. From the list, choose Review Sales Planning Data.

2. If you’re prompted to log on to the system provide the appropriate user -ID and password andchoose Finish .

3. The Report for Sales Planning opens in BPC for Excel.



Customer ALL_Customers

P_cc SalesTeam1




© SAP AG of 13


Time 2012.Total

5. Review the sales planning details for different Region customers which are covered by the salesteam.

6. Choose Back to BPF

7. Repeat step 1-7 for the budget planner of sales team 2 to review the sales planning data.

ResultThe report has been confirmed by sales team planner.

4.2.3 Submitting Sales Planning Data

Use After sales team planner reviews and confirms the sales planning data, the report is sent to thecorresponding sales team manager for approval.

Procedure1. From the list, choose Submit Sales Planning Data.

2. In Work Status Options – Step 1 of 2 on the right side, choose Another CV radio button andmake sure Active view as below:


Category PLAN

P_CC SalesTeam1

Time 2012.Total

3. Choose the green arrow to go to the next step.4. In Work Status Options – Step 2 of 2 on the right side, choose Submitted from the drill-down list

in the New work status setting field.

5. Then choose the green check button to complete the work status setting.

6. Choose Back to BPF

7. Choose Complete .

8. Choose Back to My Activities .

9. Repeat step 1-9 for the budget planner of sales team 2 to submit the data.

ResultThe planner from sales team has finished planning activities, and submitted data for sales teammanagers ’ approval.

4.3 Reviewing and Approving4.3.1 Confirming Sales Planning Data

Use




© SAP AG of 13

Sales team manager needs to review the sales planning data via the relevant report.

Procedure1. According to 2.3, sales team manager (for example: Mgr_S1) log on to SAP BPC for web.

2. In the Action Pane , choose the Application set SAP_BP_Planning and the applicationSales_Planning .

3. From the list, choose Review and Approve.

4. Choose Confirm Sales Planning Data.

5. If you’re prompted to log on to the system provide the appropriate user -ID and password andchoose Finish .

6. The Report for Sales Planning opens in BPC for Excel.



Customer ALL_Custmers

P_cc SalesTeam1

Time 2012.TOTAL

8. Sales data for SalesTeam1 has been reviewed.


10. Repeat step 1-9 for the manager of sales team 2 to review the sales planning data.

ResultThe report has been confirmed by the budget owner.

4.3.2 Approving Sales Planning Data

UseSales manager needs to approve the sales planning data after reviewing.

Procedure1. From the list, choose Approve Sales Planning.

2. In Work Status Options – Step 1 of 2 on the right side, choose The Other CV radio button andmake active view as below:


Category PLAN

P_CC SalesTeam1

Time 2012.TOTAL

3. Choose the green arrow to go to the next step.

4. Choose Approved from the drill-down list in the New work status setting field.

5. Then choose the green check button to complete the work status setting.


b61_bpc075_bpd_en_de (sales planning).docx

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