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SIMG_CFMENUOLPAMC8A - Maintain planning types

SIMG_CFMENUOLPAMC8A - Maintain planning types

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In this step, you maintain planning types. A planning type is a customized view on the planning table; for example, you might have one view for the sales planner and another view for the production planner. A planning type defines the content and layout of the lines in the planning table as well as the mathematical operations, in the form of macros, which can be performed on these lines.

A planning type is based on any information structure of your choice (either a standard information structure or a self-defined information structure). You therefore have almost infinite possibilities with regard to the information you can plan.

If you intend to use the consistent planning method, you must create your own information structure. The different planning methods are explained in the online guide "PP Sales & Operations Planning".

For more information on information structures, see the "Implementation Guide for the Logistics Information System" and the online guide "LO Logistics Information System".

Each planning type is based on an information structure. A suitable information structure must therefore exist before you can create a planning type. You create, change, and display information structures in Maintain self-defined information structures of Customizing for the Logistics Information System.

You configure your information structure for use in Sales & Operations Planning in Set parameters for info structures and key figures.

The actions you perform to create a planning type are as follows:

  • making the initial specifications for a planning type
  • creating planning type info
  • assigning a key figure to a line
  • creating lines in the planning table
  • defining line attributes
  • defining a macro
  • using special operators to define macros for stock balance, production, days' supply, and historical totals
  • translating planning type, freely defined line, and macro texts
  • viewing a planning type in different formats

Each of these actions is described below.

To make the initial specifications for your planning type:

  1. Select Create planning type.
The initial screen for creating a planning type appears.
  1. Enter the name of your new planning type in the first Planning type field. It must begin with the letter Y or Z and may be up to 11 characters long.
  2. If you want to base your planning type on an existing planning type, enter the existing planning type's name in the Copy from box.
  3. To copy the line layout of the reference planning type, select the Line layout checkbox.
  4. To copy the macros of the reference planning type, select the Macros checkbox.
Note
If you copy the macros of the reference planning type, you must also copy its line layout. This is because the system needs to know to which lines it should apply the macros.
  1. Select Enter.
If you have specified a reference planning type, the Define Planning Type screen appears. Proceed to the section "Assigning a Key Figure to a Line".
If you have not specified a reference planning type, a window appears asking you to enter an information structure.
  1. Enter the name of the information structure on which you want to base your planning type and select Enter.
The Define Planning Type dialog box appears.

If you have specified a reference planning type, the system will have copied its planning type info to the new planning type. Proceed to the section "Assigning a Key Figure to a Line".

To create planning type info for a planning type without a reference:

  1. In the Text field, enter a text up to 60 characters long to describe your planning type.
  2. If you want to plan owner data only, select the radio button for Single-level planning. If you want to plan owner and member data, select the radio button for Dual-level planning.
Note
If consistent planning or delta planning has been defined for the information structure on which this planning type is based, only dual-level planning is possible.
  1. You determine when planning is to start in one of two ways.
  • In the Planning start field, you enter the date on which you want plans of this planning type to begin.

  • In the Period offset field, you enter the number of periods into the future that you want plans of this planning type to begin.

The time unit of your chosen information structure as defined in Set parameters of info structures and key figures determines whether the period is month, week, day, or posting period.
  1. In the Future periods field, specify the number of future periods that you want to plan in plans of this planning type.
  2. In the Historical periods field, specify the number of historical periods that you want to be displayed in plans of this planning type.
The days between the current date and your planning start date count as "historical" and cannot be overwritten unless you select the Ready for input checkbox.
  1. If you want to be able to overwrite the data in historical periods, select the Ready for input checkbox. For example, you may want to correct past planning data or revise planning data in the periods between the current date and planning start start.
  2. In the Default macro field, enter the name you want to give to your default macro. This entry is optional.
A default macro is a macro which the system runs every time the planning screen is regenerated, for example, when the user selects Enter.
You define macros on the next screen.
  1. In the Final macro field, enter the name you want to give to the macro which is run before the planning data is stored. This entry is optional.
  2. In the Initial macros field, enter the name you want to give to the macro which is run when the planning data is read in. This entry is optional.
  3. In the Initial display box, specify whether you want
  • both owner and member data (Disaggregation) or

  • just owner data data (Charac.)

to be displayed initially when you call up a plan of this planning type. The user can change this setting interactively.

Note
You can only make this setting if dual-level planning was set in step 2 above, and level-by-level planning has been defined for the informaton structure.
  1. To continue, select Enter.
The Define Planning Type screen appears.

The initial planning table contains ten blank lines. You can assign key figures and some other types of data to these lines.

Note
If your planning type is dual-level and level-by-level planning is defined for the information structure, you create lines, define line attributes, assign key figures, and define macros at both owner and member level.

To assign a key figure from the information structure to a line:

  1. Place your cursor on the line.
  2. Select Edit -> Assign structure.
A dialog box appears inviting you to choose a key figure.
  1. Select the key figure you want to be displayed in this line.
  2. To continue, select Enter.
The selected key figure now appears in the planning table.
  1. Repeat this procedure until you have assigned all the key figures you require in this planning type.

You can add extra lines in several ways.

Note
Only key figures are saved in the information structure; other data is calculated or read into the planning table at runtime.

  • You select Edit -> Add line.
A blank line appears at the bottom of the planning table.
  • You select Edit -> Insert line.
A blank line appears at the point in the planning table where you positioned your cursor.
  • You select Edit -> Propose lines.
This causes lines to appear containing all key figures from the information structure. You can delete any lines you do not need.
  • You place your cursor on a key figure line and select Edit -> Actual data.
A line is inserted below the current line. In the planning table, the actual values of this key figure will be displayed here, that is, the values from version 000. You cannot enter or overwrite the values on this line.
This line is useful for comparing planned data with actual data. In retail, for example, you can use it to track open-to-buy.
  • You place your cursor on a key figure line and select Edit -> Actual data, previous year.
A line is inserted below the current line. In the planning table, the actual values of this key figure from the previous year will be displayed here. You cannot enter or overwrite values on this line.
This line is useful for comparing planned data with actual data from the previous year.
  • You place your cursor on a key figure line and select Edit -> User exit data.
A line for external data is inserted below the current line. You can write your own coding for function module EXIT_SAPMMCP6_001 to display data - for example, auxiliary data - on this line. The function module will be called when you create or change a plan of this planning type. See also Develop functional enhancement to read non-SAP data.
  • You place your cursor on a key figure and select Edit -> Insert event.
Lines to show the values of events for this key figure are inserted. For more information on events, see the online guide "PP Sales & Operations Planning".

Each line has certain attributes that define how its contents are processed and displayed in the planning table. The system proposes values for these attributes which you can change as necessary.

To maintain the attributes of a line:

  1. Place the cursor on the line and select Edit -> Line attributes.
The Line Attributes dialog box appears.
  1. In the Line text field, enter the text that you want to be displayed on this line if it is different from the standard text. You can also enter your own line in the main planning type screen.
  2. Specify a text type:
  • Standard text indicates that the text comes from the key figure in the information structure.

  • Freely defined text indicates that the text is entered by the user (see step 2 above).

  • Planning object indicates any characteristic value, such as a material number or a work center capacity.

  1. Specify the Ready for input status:
  • Planning line indicates that you want to be able to plan, that is, overwrite the figures in this line.

  • Output line indicates that you want to be able to see, but not enter or change, values in this line.

  • Text line indicates that the line contains a text but no numerical values.

  • Auxiliary line indicates that the line acts, for example, as an intermediate step, but is displayed only in Definition mode (Goto -> Format -> Definition) and not in Layout mode (Goto -> Format -> Layout).

  1. Check and, if necessary, change the Aggregation type (see Set parameters for info structures and key figures).
  2. Select Continue.

A macro is a mathematical operation made up of a given sequence of instructions. It is useful to define macros for often-used, sometimes complicated, series of instructions. Macros save time and eliminate the possibility of typing errors during the planning process. The user executes a macro with a single keystroke or mouse-click.

The definition of macros is optional.

Note
In the case of consistent planning, the macros for aggregation and disaggregation of characteristic data come predefined with the system. You do not have to write them yourself.

You can define macro in one of two ways:

  • with the Record function
The Record function allows you to define a macro directly in the planning screen. It is therefore quicker than the Create function. The operands can be either texts from lines in the planning table or numerical values. The operators are displayed in the application toolbar. Standard operators are provided for the calculation of stock balance, production, days' supply, and historical totals (see "Macros for Stock Balance, Production, Days' Supply, and Historical Totals" below).
  • with the Create function
The Create function allows you to define a macro in a separate window. You therefore see exactly how each macro is calculated. You also set two indicators that control how the macro is handled in the planning table. The operands can be either texts from lines in the planning table or numerical values.

Note
You can also write your own coding for function module EXIT_SAPMMCP6_002 to define a highly complicated macro. For more information, see Develop functional enhancement to calculate a macro.

To define a macro using the Record function:

  1. Select Macro -> Record.
The Define Macro dialog box appears.
  1. Enter here the name and description of your macro.
To continue, select Enter.
  1. Choose the first line, that is, the first operand for your macro (place the cursor on it and select Choose or double-click with the mouse).
  2. From the application toolbar, choose the operation you wish to perform.
  3. Define the second operand for your macro (either choose a line or enter a value using the pushbutton Enter value).
  4. Choose the line in which you want the results of the operation to be displayed.
  5. To save your macro, select Macro -> Save.
  6. To exit Record mode, select Macro -> Exit macro.
  7. You can now try out your macro by entering values in the appropriate lines and selecting Macro -> Execute.

To define a macro for stock balances, production, days' supply, or historical totals using the Record function:

  1. Select Macro -> Record.
The Define Macro dialog box appears.
  1. Enter here the name and description of your macro.
To continue, select ENTER.
  1. Select the pushbutton Special operation.
See also "Macros for Stock Balance, Production, Days' Supply, and Historical Totals" below.
  1. Choose the desired operation and select ENTER.
  2. Choose the lines to be included in the calculation by following the instructions at the bottom of the screen (to choose a line, place the cursor on it and select Choose or double-click with the mouse).
The mathematical operations to be performed by this operator are recorded internally.
  1. When the message Choose first line reappears, either specify further calculations or save the macro with Macro -> Save.
  2. To exit Record mode, select Macro -> Exit macro.
  3. You can now try out your macro by entering values in the appropriate lines and selecting Macro -> Execute.

Note
You cannot try out macros for production or days' supply in the planning type. This is because these macros depend on the number of workdays in a period and the period type is not specified in the planning type.

To define a macro using the Create function:

  1. Select Macro -> Create.
The Define Macro dialog box appears.
  1. Enter here the name and description of your macro.
To continue, select Enter.
  1. In the first Operand field, enter the first operand for your macro. This operand must be a line text from the planning table.
  2. Choose an operation.
  3. In the second Operand field, enter the second operand for your macro. This operand can either be a line text from the planning table, or a number, or a blank.
You leave the field blank if, for example, you want to aggregate members (first Operand) to owner level (Result).
  1. In the Result field, enter the text of the line on which you want the macro result to appear.
  2. If your macro requires more than one line for its calculation, repeat steps 3 to 6 until your macro is complete.
  3. Set or not, as required, the Display and Disregard selection indicators.
  4. Select Macro -> Save.
  5. To return to the main definition screen, select Goto -> Back.
  6. You can now try out your macro by entering values in the appropriate lines and selecting Macro -> Execute.

The following operators are provided for the calculation of stock levels, goods receipts, goods issues, and days' supply:

Operator Description
L0 Stock balance
L1 Target stock/receipts
L2 Receipts
L3 Issues
L4 Target stock/issues
PR Target supply/production
RW Days' supply
ZS Historical totals

The operations performed by these operators are defined internally as described below. All you need to do is specify which lines in the planning type are to represent which operands in the macro (see "Defining a Macro" above); for example, you might define the sales line as goods issues and the production line as goods receipts.

  • stock balance
The operator L0 Stock balance calculates stock levels. As the basis for this calculation, you specify goods receipts, goods issues, and (if required) an opening stock level.
For every period (i):
stock level (i) = receipts (i) + stock level (i - 1) - issues (i)
where stock level (i - 1) is the closing stock from the previous period
  • receipts based on target stock
The operator L1 Target stock/receipts calculates goods receipts and stock levels. You specify target stock levels, goods issues, and (if required) an opening stock level as the basis for this calculation.
For every period (i):
receipts (i) = target stock (i) + issues (i) - stock (i - 1)
if receipts (i) < 0, then receipts (i) = 0
stock (i) = receipts (i) + stock (i - 1) - issues (i)
  • receipts
The operator L2 Receipts calculates goods receipts. You specify goods issues, stock levels and (if required) an opening stock level as the basis for this calculation.
For every period (i):
receipts (i) = stock (i) + issues (i) - stock (i - 1)
  • issues
The operator L3 Issues calculates goods issues. You specify goods receipts. stock levels, and (if required) an opening stock level as the basis for this calculation.
For every period (i):
issues (i) = receipts (i) + stock (i - 1) - stock (i)
  • issues based on target stock
The operator L4 Target stock/issues calculates goods issues and stock levels. You specify target stock levels, goods receipts, and (if required) an opening stock level as the basis for this calculation.
For every period (i):
issues (i) = receipts (i) + stock (i - 1) - target stock (i)
if issues (i) < 0, then issues (i) = 0
stock (i) = receipts (i) + stock (i - 1) - issues (i)
  • production based on target days' supply
The operator PR Target supply/production calculates goods receipts. As the basis for this calculation, you specify goods issues, target days' supply, and (if required) an opening stock level. The lines which represent goods issues and goods receipts are recorded in the macro, normally goods issues is the sales line and goods receipts is the production line. The system works out for each period the quantity that will need to be received (that is, produced) in order to cover both sales in the current period and the target days' supply, where one day's supply is the quantity sold in the next period divided by the number of workdays in that period.

Example
Key figure 0 Column Month 1 Month 2 Month 3
Workdays in month - 20 19 -
Issues (sales) - - 190 230
Target days' supply - 15 15 -
Opening stock level 100 - - -
Receipts (production) - 50 190 80

  • days' supply
The operator RW Days' supply calculates days' supply. As the basis for this calculation, you specify stock levels and goods issues. The line which represents goods issues is recorded in the macro; normally goods issues is the sales line. The system works out the days' supply in a period according to the closing stock level in that period and the goods issues (that is, sales) in the following periods.

Example
Key figure Month 1 Month 2 Month 3 Month 4
Workdays in month 20 19 23 22
Issues (sales) 200 190 230 220
Stock 0 100 200 ...
Days' supply 0 10 20 ...

  • historical total
The operator ZS Historical total calculates the sum of all the historical values of a chosen key figure, and displays the result in the first future period of either the same or a different key figure.
You use this operator to calculate a backlog such as open orders.
Note
In this context, historical periods are historical periods that have not been defined as ready for input in the planning type.
20

If you want more than one language group to be able to use a planning type, you need to translate the planning type text as well as any freely defined line texts and macro texts so that they are available in systems with different logon languages.

Example
You implement Application Link Enabling (ALE) in order to carry out sales and operations planning in distributed systems around the world.

To translate planning type, freely defined line, and macro texts:

  1. Select Goto -> Translation.
A window appears showing the planning type text(s) in the top half of the screen and any freely defined line texts in the bottom half of the screen.
  1. In the To language field, enter your target language.
The source language (your logon language) is displayed in the field above.
  1. Select Continue.
The fields for the planning type and freely defined texts in the target language are ready for input.
  1. Enter your translations.
  2. Select Macro texts.
The bottom half of the screen now shows the macros defined for this planning type.
  1. Enter your translations of the macro texts on the bottom right of the screen.
  2. To flag your translations of all texts for saving and return to the planning table, select Adopt texts.
The translations will be saved when you save the planning type.
20

You can view a planning type in

  • either Definition mode (Goto -> Format -> Definition)
  • or Layout mode (Goto -> Format -> Layout).
In Definition mode, you see all the lines that have been defined. In Layout mode, you see the lines that will be visible during planning; these do not include auxiliary lines.

In addition, there are a number of formats that apply only to the level-by-level planning method in dual-level planning types:

  • owner data only (Goto -> Format -> Owner)
  • member data only (Goto -> Format -> Member)
  • owner data and all members at the lower level (Goto -> Format -> Dual-level -> All members)
  • owner data and just one member at the lower level (Goto -> Format -> Dual-level -> One member)





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