Preparing the Planning Framework

We have already gone through the need and structure of Planning Framework in the previous post.

In this post we will see how to setup the Planning Framework.

Implementation Consideration

Transaction Code: KEPM

System navigates us to the following screen

In the above screen we have to create the structure required for Planning in CO-PA.

In this structure the first part is creation Planning Level. For this, right click on Planning Level and click on Create Planning Level and the system will ask us to enter the Code and Description as below:

In the above screen enter the Code for Planning Level with it’s description and the system will navigate us to the following screen

As we can see, in the above screen the system by default assigns fields Period/Year, Record Type, Version to the left side of the screen under Characteristics. This means SAP suggests these fields as mandatory and other fields can be assigned as per our requirement. Currently I will assign some fields and we will move ahead to the next tab i.e. Selection and see what information is required there

I want to plant at certain granularity so I selected additional characteristics as seen above i.e. Company Code, Sales Organisation and Business Area in the Charact. screen. This is why the system is asking me to maintain data against them. It will be interesting to know that the information maintained here becomes default for further levels. So we have just maintained Record Type “F” i.e. Billing Data and Version “0”. 

We can plan for various versions, for that we need to extend versions to Operating Concern. This helps compare different plans against actual.

Now lets save this and the system creates Planning Level Z001 for us. Now the next step is creating Planning Package which is the next piece in this jigsaw. For creating Planning Package, right click on Planning Level and click on Create Planning Package and the system will ask us to enter code and description. Enter both the data and click OK to proceed further with Planning Package and the system will take us to the following screen:

Here it is important to understand the fact that the information entered at Planning Level becomes non-editable here (Record Type and Version) and other information is available for entry.

After we enter the relevant information and save the Package, system shows red signal light as status which means Open. As appearing in the following screen:

COPA Planning

The reg signal light should be changed to In processing (yellow light) by double clicking on the light.