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COPA Planning
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Contents
1. Unit Summary.................................................................................................. 3 2. Overview of topics covered ............................................................................. 3 3. Planning Process - Business example .............................................................. 3 4. COPA Planning ................................................................................................. 3 5. Exercise............................................................................................................ 8 6. Solution ........................................................................................................... 9
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1. Unit Summary
This unit helps you to understand the concepts of planning in CO-PA and create a sales plan using a planning level and planning packages. The unit explains how to define a planning layout and enter data. In addition, this unit describes how to execute automatic planning functions, integrate the plan data within Management Accounting, and define the planning aids to enable planning.
4. COPA Planning
Sales and profit planning is normally perceived as an integrated process involving different roles within profitability and sales accounting, such as sales manager, regional manager, and sales employee. Distinctions are often made between the different approaches used, such as central top down planning and local bottom up planning. The planning tool in Profitability Analysis offers all the people involved in the planning process a uniform, graphical planning interface that is straightforward and modern.
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The COPA Planning screen allows to structure planning according to planning levels and planning contents. It is possible to assign planning structure to individuals. Your planning structure is represented in a tree hierarchy. From the initial Planning screen, you can execute almost all the planning functions, right from modeling the planning process and monitoring the planning tasks to manual entry of the planning data. All COPA planning functions can be centrally accessed using a single transaction Menu Path Transaction Accounting > Controlling -> Profitability Analysis -> Planning -> KEPM
Planning Level: Planning level is defined as a group of characteristics, indicating a level at which key figures can be planned. e.g. if a certain characteristics (Sales office) is not included in the planning level, that means that key figures cannot be planned at sales office level.
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Planning Package: Planning Package is created with reference to a planning level, It identifies and restricts certain characteristic values. E.g If the At the planning package the characteristic value (Division) can be restricted AM Automotive. This feature can be used to restrict access of user to the characteristic value that is relevant to him. In the example shown below, the package restricts planning to division AM, distribution channel A1, version 0 and record type A.
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The parameter set is created with reference to a planning package and a planning method. In the parameter set the planning layout is created and assigned. Also Automatic valuation settings can be activated if required. This feature can be used if the prices and costs need to be picked up from condition records or form the material cost estimates.
Planning methods nothing but planning activities. If a particular planning method is to be used, then a parameter set has to be first defined for that method. The user can execute planning methods to perform the planning function.
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On executing the method the planning layout is shown in the change mode. The user can change the plan values and save the same.
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5. Exercise
1. Create a planning level PL## with the following characteristics - Division - Distribution channel - Product group 2. Create a planning Package PKG1## with the following characteristics value restrictions Division TR trucks 3. Create another planning Package PKG1## with the following characteristics value restrictions Division CR Cars 4. Create a parameter sets for planning method Enter planning data for both of the above planning packages. Allow only the following key figures to be planned. Sales Quantity Sales revenue Cost of goods sold
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6. Solution
Use the below Transaction Code to perform the planning steps. Please refer the earlier sections for further details. Menu Path Transaction Accounting > Controlling -> Profitability Analysis -> Planning -> KEPM