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Work Instruction

ZIP_M5146_Q002 - JPN - Innovation and Promotion Planning

Purpose Use this procedure to enter/display Innovation and Promotion Planning. You can enter plan data for a brand which is not planned in APO. Trigger Perform this procedure when you need to enter plan data for a new brand during monthly planning process. Menu Path Use the following menu path(s) to begin this transaction: Access Query ZIP_M5146_Q002 via the BEx Analyzer.

Transaction Code ZIP_M5146_Q002

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ZIP_M5146_Q002 - JPN - Innovation and Promotion Planning

Screen Flow

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Work Instruction

ZIP_M5146_Q002 - JPN - Innovation and Promotion Planning

Procedure 1. Start the transaction using the menu path or transaction code. Microsoft Excel - \\Remote

2. 3.

Click the Open button

. .

Click the Open Query... list item

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ZIP_M5146_Q002 - JPN - Innovation and Promotion Planning

Open - \\Remote

4. Click the Search Term edit field . 5. As required, complete/review the following fields: This is the R/O/C free text field where you indicate the text you are
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Description

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ZIP_M5146_Q002 - JPN - Innovation and Promotion Planning

searching for. Field Example: ZIP_M5146_ Q002 R Search Term 6. Click the Find button .

7. Click the [ZIP_M5146_Q002] New Brand Entry list item .

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ZIP_M5146_Q002 - JPN - Innovation and Promotion Planning

8. Click the Open button

Select Values for Variables - \\Remote

9. Click the New Brand(*) edit field 10 As required, complete/review the following fields: . Edit field that refers to the New Brand. Field R/O/C Description

Example: 441638070 R New Brand(*)

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ZIP_M5146_Q002 - JPN - Innovation and Promotion Planning

11 Click the Reference Brand(*) edit field . 12 As required, complete/review the following fields: . Edit field R/O/C that refers to the Reference Brand. Field Example: 441638067 R Reference Brand(*) 13 Click the Category(*) edit field . . Description

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ZIP_M5146_Q002 - JPN - Innovation and Promotion Planning

14 As required, complete/review the following fields: . The areas R/O/C to which material ledger data belong. The following material ledger categorie s exist: a) beginning inventory; b) receipts; c) cumulativ e inventory; d) consumpti on; e) ending inventory. Field Example: 4416 R Category(*) Description

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15 Click the Profitability Unit(*) edit field . 16 As required, complete/review the following fields: . Key in R/O/C this field profitabili ty unit. Field Example: 5400 R Profitability Unit(*) 17 Click the Version(*) edit field . 18 As required, complete/review the following fields: . A R/O/C collection of fiscal yeardependen t indicators for plan and actual data for one controllin g area. Versions Description . Description

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ZIP_M5146_Q002 - JPN - Innovation and Promotion Planning

enable you to carry parallel sets of planning data for the same object, such as optimistic plan data and pessimisti c plan data. Field Example: W03 R Version(*) 19 Click the Unit of Measure(*) edit field . 20 As required, complete/review the following fields: . .

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ZIP_M5146_Q002 - JPN - Innovation and Promotion Planning

Unit that R/O/C enables you to determine the size of a quantity of material. Field Example: CS R Unit of Measure(*) 21 Click the OK button .

Description

Microsoft Excel - New Brand Entry - \\Remote

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ZIP_M5146_Q002 - JPN - Innovation and Promotion Planning

22 Click the Order Quantity - On edit field . Input values in the blue-lined fields.

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ZIP_M5146_Q002 - JPN - Innovation and Promotion Planning

23 As required, complete/review the following fields: . Edit field R/O/C that refers to the Order Quantity On. Field Example: 25000 R Order Quantity - On 24 Click the scroll right button . . Description

Microsoft Excel - New Brand Entry - \\Remote

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ZIP_M5146_Q002 - JPN - Innovation and Promotion Planning

25 Click the Reference Brand - 441638067 - Dove field. . .

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ZIP_M5146_Q002 - JPN - Innovation and Promotion Planning

On the right side of the screen, the reference values are shown. 26 Click the scroll left button . .

Microsoft Excel - New Brand Entry - \\Remote

27 Right-click the Order Quantity - On edit field . . 28 Click the Transfer Values list item
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. Select Transfer values to get the calculated values. 29 Click the TTS edit field . .

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ZIP_M5146_Q002 - JPN - Innovation and Promotion Planning

30 Shift + Click the Efficient operations - Logistic conditions - Efficient . order edit field . Microsoft Excel - New Brand Entry - \\Remote

31 Click the Sum field. . Some fields are summed up.

32 Right-click the Order Quantity - On edit field

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ZIP_M5146_Q002 - JPN - Innovation and Promotion Planning

. .

33 Click the Save Values list item .

Select Save Values to store the values to the plan version.

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ZIP_M5146_Q002 - JPN - Innovation and Promotion Planning

Result You have successfully performed Innovation and Promotion Planning.

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Work Instruction

ZIP_M5146_Q002 - JPN - Innovation and Promotion Planning

Scenario Instructions In this simulation you are required to: Perform Innovation and Promotion Planning in SAP BEx.

Required Data This section provides the field data required to complete this exercise. Refer to this data sheet as necessary while performing the exercise. 25000 CS W03 5400 4416 441638067 441638070 Field Order Quantity - On Unit of Measure(*) Version(*) Profitability Unit(*) Category(*) Reference Brand(*) New Brand(*) ZIP_M5146_Q002 Query Value

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