Cop a Planning

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PROFITABILITY ANAYLSIS

END USER TRAINING DOCUMENTS

COST CENTER ACCOUNTING

KEPM - KEPM - Manual Profit Planning

Functionality

The Enter planning data method allows you to manually enter and edit planning data forindividual profitability segments in an entry screen.The Display planning data method allows you to display planning data for individualprofitability segments.Data can be entered in an SAP layout or an Excel Integrated layout based on theParameter set.

Scenario

!" Enter planning data in SAP layout#

$" Enter planning data in Excel layout#

Reuire!ent"

Planning pac%age was already maintained.

Menu Path Accounting → &ontrolling → Profitability Analysis → Planning → 'EP( ) Edit Planning Data

Transaction Code 'EP(

1. Double clic% on the KEPM - Edit Planning Data.

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Planning Framework: Overview

2. &lic% on the to expand the structure.



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3. Double clic% on to display planning methods.



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4. &lic% on the Enter planning data *utton to expand thestructure.



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5. Double clic% on the to start planning.



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6. +pdate the following fields#

Field Name Values

&ustomer !,,,,,,

Product -,

Sales unit !,,,,,

7. &lic% Enter .

8. &lic% the Save button.

. The message bar displays /Plan data was posted with document number 000001



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The pe!"o#$ $%ep$ &e$'"(e ho) %o e*%e p+a* &a%a #$"*g A,- +a.o#%/ The fo++o)"*g)"++ &e$'"(e ho) %o e*%e %he p+a* &a%a "* E0'e+ +a.o#%/

1!. To enter planning data using Excel layout repeat the transaction selecting anotherparameter set that has Excel Integration /Active12 in this case it is /34!SP5A61.

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11. Do#(+e '+"' o* %he %o $%a% p+a**"*g/

"i#roso$% &'#el

12. &lic% Yes *utton .

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()ange *ales and Pro+% Plan:

13. Start updating the following fields#

Field Name Values

&ustomer !,,,,,!

Product -,7

8ross Sales -,,,,,,

Sales unit !9,,,,



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()ange *ales and Pro+% Plan:

14. &lic% the Save button located on the SAP window.

15. &lic% Continue .

KE#$ - KEPM - Manual Profit Planning

Functionality

This report can display a plan line items list.



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Scenario

Display plan line item data.

Reuire!ent"

6one.

Menu Path SAP menu → Accounting → &ontrolling → Profitability Analysis → Information System → Display 5ine Item 5ist → 'E$7 ) Plan

Transaction Code 'E$7

16. Double clic% on KE2 - Plan



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,is-la Plan /ine 0%ems: 0ni%ial *#reen


Field Name Field ,es#ri-%ion Values

&urrency type &ode identifying the currency in&:)PA i.e. ;*,< :perating&oncern &urrency

*,

=ecord type =ecord type i.e. ;>< *illingdocument

>

?ersion Three)digit number whichrepresents the version of the

forecast parameters as definedin the forecast profile

!

Period@year Period@year ,((.. ,,!.$,,$

To To Period ,((. ,!$.$,,$



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18. &lic% !ayout .

1. Select @T=AI... ) in list box.



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,is-la Plan /ine 0%ems: 0ni%ial *#reen

20. &lic% the E"ecute button.



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,is-la Plan /ine 0%ems: /is%

21. &lic% the #ac$ button.

S%ALR%&'(($'## - KEPM - Manual Profit Planning

Functionality

In this transaction you create the plan version you want to use for your operating concern.ou can create any number of plan versions in &:PA.

Scenario

ou want to create a plan version in :perating concern.



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Reuire!ent"

Opea%"*g Co*'e*

Menu Path Accounting → &ontrolling → Profitability Analysis →

Planning → &urrent Settings → SBA5=BC-,,7-$$ )(aintain Plan ?ersions

Transaction Code SBA5=BC-,,7-$$

22. Double clic% on S%&!'%()**)22 - Maintain Plan +ersions.



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eneral Version ,e+ni%ion

23. &lic% the ,e entries button.



?ersion 6umber %ey identifying planversion

!

6ame Description of the 6ame. >orecast version !

25. &lic% the chec%box in the Colun Plan to select it.

26. &lic% the chec%box in the Colun +ariance to select it.




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*P 3

28. Select the line and clic% the Settings in operating

concern button.

(on+rm %rans$er $rom version

2. &lic% the es button.



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()ange View *e%%ings in o-era%ing #on#ern: ,e%ails

3!. +pdate the following fields#


Exch.rate type Exchange rate type that will beused for currency translation.

P

Derivation date Date for derivation ofcharacteristics in planning.

,!.,!.$,,-

31. &lic% the chec$/o" of the Chec$ derivation to select it.

32. &lic% the Enter button.


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Cop a Planning

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