Approve and Notify in Integrated Planning

I am wanting to implement an Approve and Notify functionality in my planning application in Integrated Planning.
i.e. When all assistants have submitted their yearly goals, I want to be able to notify the regional manager that they can begin reviewing the goals. Also, when the regional manager has approved them (and performed a few functions), I want to be able to email the assistants.
I am wanting to avoid using BPS - STS if at all possible. Is there a way to have FOX Formula, or some other function, email the users when this has been performed?
I was thinking about marking a submit flag when the assistants submit their hours, and when all flags have been marked for a region, it will notify their manager.
Thoughts?

Hi,
It's quite difficult to track the status of the goal submission by all assistants if you are not using STS.
But you can send mails to assistants when their goals are approved by writing ABAP. You can't achieve that via FOX.
Try to use STS as that will fulfill all your requirements with minimal configuration efforts and no programming. Also, you will not require additional characteristic and programming logic for FLAG.
But if anyways you don't want to use STS let me know, I have the code for sending emails via planning function exit.
Regards,
Deepti

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hi
guys
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BusinessObjects and SAP - Installation and Configuration Part 3 of 4
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Business Objects and SAP BI Integrated Planning

Hi,
Not too sure if this is in the correct forum...but I have question.
Is there a way to use the integrated planning functionality with a Business Objects Front end tool? As I understand BEx will at some stage will not be supported...so I guess there must be a tool. If so which one?
Thanks,
Leo

Hi Leo,
The Business Objects << SAP Solutions Integration Kit >> enables Web Intelligence, Yoyager, and Crystal reporting on the following SAP sources:
1. SAP BW (Infoset, BW Query, BW MDX and ODS)
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& Also web portal integration to:
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Questions about Integrated Planning and BPS

Hi all,
I'm testing the functions of BW7.0. And at the point of comparing the new BI Integrated Planning from the BPS, I'm stuck with 3 problems. Can anybody give me some solution?
i. When using the input-ready layout of the BW-BPS 3.5, I was able to create a new record and load it up to the cube. Is it possible to make the same operation like this using the BI Integrated Planning of BW7.0?
ii. When using the BW-BPS 3.5, showing the character hierarchy on the Manual planning layout can be chosen. And I'd like to show the BPS Characteristic Hierarchies in BI Integrated Planning of BW7.0 like it is in the BW-BPS 3.5. Is it possible to show the hierarchy in similar type somehow? If not,can't I show the sum of it anyhow? And if possible,can you also show the sum of the each hierarchy and change the data?
iii. When showing the Characteristic combination data, can you choose how to show them from the transaction data or from all the combination like it was possible in the BW-BPS 3.5?
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Dear Beat,
Thanks for your help.
The information you gave me made a lot of help.
Can I ask you more about the first question?
About getting new lines in the table web item,as you have told me, I have set the parameter NEW_LINES_COUNT as 20 in the table web item. But when I execute it,no lines shows up. Is this a program error or am I setting the parameter in a wrong place?
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Integrated planning Content and SEM-BPS Content

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Is there any integrated planning Business Content for CRM? Where do I find it?
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Hello Erik,
as of now I have not heard of such content.
Also SAP is not talking about CRM-content for BIIP yet. What we have learned is that a lot effort is put into making the system stable and going for "additional" functionalities like BC later.
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Integrated Planning in COPA using KEPM and loading of quantity to SOP

Hi,
We are in process of testing integrated planning in COPA using KEPM and loading of quantity to SOP (MC87) or Transfer Qty to SOP - KE1E. I created a planning level with basic information to plan quantity on product with Period/Year, Version, Plant, Product, Record Type (F), Unit Sales Qty.
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Hi,
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Integrated Planning and Non-cumulative key figure

Hi
I´m creating an Integrated Planning application and a problem has occurred. The users want to plan on inflow and outflow and at the same time have a row with the total sum in the same layout (they are planning on 0CALMONTH and 0ORGUNIT) This can e.g. be solved through use Web Application Designer with one planning query and one traditional query.
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How to solve this?
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- Is it possible to create a process chain and then load the data to another cube for reporting at just this key figure? And also here have a filter at the org.unit
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Thanks for your answers
I have tried different scenarios and I will use a u201Dsave-buttonu201D. In the save-button I use the commands SAVE_DATA and EXECUTE_PROCESS_CHAIN. The command u201CEXECUTE_PROCESS_CHAIN starts a process chain that switches from plan mode to load mode and then back to plan mode again.
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Is there any command in WAD that refresh the whole page? If so I can include it in my start-button.
If not, any sugestion on how to solve the problem?
Best regards
Mikael

RE: Need Information related to Integrated Planning and I views

Hi All,
Goodday,
We are using the Integrated Planning extensively in the Project and also FOx too.
We have came across the requiremnet like we need to add the functions whcih we are creatiung now in to the Portal???
Can Any body advice on this how to do it????
What I know as per my understanding is
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ROLE
Workset1 workset2
Iview1
Iview2
Ivie3
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Regards
RAM

Alright Ram,
The process is first you create a ROLE, then a WORKSET, then a PAGE and within the PAGE you have IVIEWS.
Personally I dont bother with worksets and just create ROLES, PAGES and iVIEWS.
It depends on your requirements.
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Nick.

CCA and PCA retraction in Integrated Planning

Hi all,
Please I need some orientation about CCA an PCA retraction when you are using Integrated planning.
I read blogs about CCA retraction (made by Praveen Mayalur) and was very helpfull, but it only refers a planning scenario using BW-BPS, and I don't have the same structure to send the data in the integrated planning.
I had looked in SDN and SAP portal, and I can't find anything about it.
I hope you can help me.
Thanks in advance, best regards
Inge Eichhorns

Hi
1) Retraction are driven by BPS, IP is not equipped with Retraction.
2) Cost Center & Internal Order Retraction should be configured through in BPS--> Planning Area; Planning Level, Planning Function; Parameter Group.
3) You need to configure Source Structure, based on business requirement you need to ensure that the retraction happens either in CO Currency or Transaction Currency.
4) Try to use the SAP Standard Function Modules for Cost Center and Internal Order Retraction. Refrain from copying & modifying the same.
go through the Cost Center Retraction relevant documents and they are very helpful.
5) Function Modules for Profit Center Retraction are not available in ECC due to the New GL Concept.
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Srinivas

Budgeting and Integrated Planning? General Info and advice?

Hello all,
I have a series of reports that I am working with a team on. Each of these reports contains historical figures (going back month by month for at least 2 years). Each report also contains Budgeted figures as well as a variance calculation.
I would like to ask you if you can any quick summarizing description for how to generated budget figures using Integrated Planner?
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Mike

1) create a real-time cube
2) in case actual data needs to be displayed as well for reference, include this cube into a mult-provider
3) create an aggregation level containing all the relevant characteristics and key figures for planning (to be done in the planning modeler -> transaction RSPLAN)
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5) create a query based on the aggregation level, used the filter defined in 4 and make sure your plan keyfigures always have unique values (for exampel period 1 - 12 in one key figure is not plannable, because system does not know which period to post to). In other words, all characteristics which are not in the leading columns, should have a unique value (via the filter, or using restricted key figures).
6) create a workbook with your planquery, add some buttons, like save and start planning
D

Integrated planning in sneak preview of java and abap versions of nw 2004s

Hello all,
I installed both AS ABAP and AS JAVA of the sneak preview netweaver 2004s,but unable to run integrated planning.I searched the forum and sap notes but did not find specific required steps to configure.Anyone able to run integrated planning of the preview versions ? does it involve extensive configuration ? Could someone post the necessary steps to configure.I checked the SLD and it is running but did not have any 'technical systems' configured.I created a technical system for ABAP and JAVA manually myself.The jco destinations still shows 'No SLD connection' with a red button beside it.
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Thanks

Hi Steffen,
all you need for this type of communication is already included in the WAS. There's a lot of documentation available:
JCO (Java Connector for ABAP backends): http://help.sap.com/saphelp_nw04/helpdata/en/35/42e13d82fcfb34e10000000a114084/frameset.htm
Generating proxies "around" JCO (very useful feature of the developer studio):
http://help.sap.com/saphelp_nw04/helpdata/en/ed/897483ea5011d6b2e800508b6b8a93/frameset.htm
Using ABAP EIS in a transactional J2EE environment via J2EE connector architecture: http://help.sap.com/saphelp_nw04/helpdata/en/6f/1bd5caa85b11d6b28500508b5d5211/frameset.htm
This should be sufficient for the beginning
Hope that helps.
Best regards
Stefan

*** Question How to load a file into BI-Integrated Planning and use WAD 7.0

Hi, I created an manual DTP upload to my planning infocube and it works fine. The transformation rules convert 0CALMONTH into the relevant Calendar and Fiscal characteristics. So all of my Time Characteristics are fine, both Calendar and Fiscal.
However, When using the "How to load a file into BI-Integrated Planning and use WAD 7.0" solution, only the Calendar Characteristics are populated and not the Fiscal. The upload application somehow knows to populate the 0CALMONTH2, 0CALQUART1, 0CALQUARTER, and 0CALYEAR.
How can I get the upload to populate my Fiscal Period Characteristics?
Would it be best to modify the "Upload Application, or can I write a planning function to update the fiscal characteristics, or some other way?
Thanks!

My planning data is being uploaded via the SDN Planning File Upload Solution. What I did was end up modifiying the upload class ZCL_RSPLF_FILE_UPLOAD Method EXECUTE.
I added the following code if anyone is interested.
*{ INSERT BWDK902323 1
THIS SECTION OF CODE POPULATES THE FISCAL PERIOD CHARACTERISTICS
USING THE FISCAL YEAR VARIANT 'NK' AND THE CALENDAR MONTH/YEAR
FIELD-SYMBOLS <0FISCVARNT> TYPE /BI0/OIFISCVARNT. " Fiscal Year Variant
FIELD-SYMBOLS <0FISCYEAR> TYPE /BI0/OIFISCYEAR. " Fiscal Year
FIELD-SYMBOLS <0FISCPER> TYPE /BI0/OIFISCPER. " Fiscal Year/Period
FIELD-SYMBOLS <0FISCPER3> TYPE /BI0/OIFISCPER3. " Posting Period
FIELD-SYMBOLS <0CALMONTH> TYPE /BI0/OICALMONTH. " Calendar Month/Year
ASSIGN COMPONENT '0CALMONTH' OF STRUCTURE <L_S_DATA> TO <0CALMONTH>.
ASSIGN COMPONENT '0FISCPER' OF STRUCTURE <L_S_DATA> TO <0FISCPER>.
ASSIGN COMPONENT '0FISCVARNT' OF STRUCTURE <L_S_DATA> TO <0FISCVARNT>.
ASSIGN COMPONENT '0FISCPER3' OF STRUCTURE <L_S_DATA> TO <0FISCPER3>.
ASSIGN COMPONENT '0FISCYEAR' OF STRUCTURE <L_S_DATA> TO <0FISCYEAR>.
<0FISCVARNT> = 'NK'.
CALL FUNCTION 'FISCPER_FROM_CALMONTH_CALC'
EXPORTING
IV_CALMONTH = <0CALMONTH>
IV_PERIV = <0FISCVARNT>
IMPORTING
EV_FISCPER3 = <0FISCPER3>
EV_FISCPER = <0FISCPER>
EV_FISCYEAR = <0FISCYEAR>.
*} INSERT

Status and Tracking system (STS) with BI Integrated Planning ?

Hi, is posible get some images or demo for show my clients ?
i am reading Salp Help
http://help.sap.com/saphelp_nw04s/helpdata/en/b6/92bc7479fb11d5b3df0050dadfb23f/frameset.htm
and say :
You can use the BW-BPS Status and Tracking system (STS) with BI Integrated Planning. This is useful if you are already using BW-BPS with the Status and Tracking system but want to use additional functions from BI Integrated Planning.
What is additional functions from BI Integrated Planning ?
Is posible write free text in some areas for planning and option for look from high levels ?
Is posible Insert in the proces STS to "Area Manager" only for look status the Planning (open, in process or finishing) ?
General manager --> Lock when is finishing.
Area manager--> only look status the Planning ?
Submanager of area --> Responsable, Aproval, etc.
planning1
planning2
planning3
planning4
planning5
Submanager of area : Planning TOO.
Thank you ... This is important info and get some images the last version in STS working in web mode, for my client buy the product.

Hi Bala ,
Yes you can use the STS for BI IP also and you need to configure the Planning level and sub plan area and follow the steps to set up STS.
STS still has BPS flavour and can be used in IP.
Hope this helps
Raja

Status and Tracking customizing + BI Integrated Planning

Hi,
I am trying to set up a Status and Tracking (STS) solution for our Integrated planning application. I understand this might be somewhat cumbersome, as STS is created for BPS - but still SAP has said it should work for BI-IP aswell.
I see I have to make use of Planning Areas. Even though we are using BI-IP, I quickly created a plan.area i BPS0 based on one of our real-time cubes. My problem appears in the 3rd "step" of the STS customizing where I am to "Determine a hierarchy for Subplan".
I get the error: "Error when reading the hierarchy" after filling out the fields... Any ideas?? Does it have to be a BPS-type hierarchy. There is nothing wrong with our hierarchy (as we use it for planning and reporting etc), so I cannot understand the error.
Any ideas?
Thanks,
Jon Anders
PS. Feel free to share any other issues or thoughts about using STS with BI-IP.

Hi,
we're using a multi-characteristic hierarchy for STS for our cost center planning. Our STS hierarchy has then one root text node, a misc business unit node below (that's your single characteristic node), a range of profit centers under that and finally the cost centers.
Actual Planning is only done on the cost centers, but since we derive the profit center from the cost center, a profit center leader can lock planning for all subordinate cost centers by locking his profit center if the cc/pc association written to the cube matches the STS hierarchy.
In the case of your profit center hierarchy, you'd probably have the root text node, then some bogus profit center you don't do any planning on, and underneath all remaining profit centers. Instead of the first profit center you could probably also use the controlling area as a characteristic (how many do you have?)
Bear in mind that any characteristic you have in the hierarchy needs to appear in the planning area and hence in the infocube.
Does this help? Regards,
Tilman

Integrated Planning vs BPS - Planning Function and filters

Hi,
I'm trying to create a planning function previously defined in a BPS system into a new system with Integrated Planning. Some considerations:
BPS:
- I define first a planning level on a planning area. In this level I set some selection values.
- Then I define a planning package that can contain other further filter values
- Then I create my planning function
- Then I create a parameter group that contain parameter values the function will use.
Integrated Planning:
- I can create a planning level and, separately, I can define more than one group of filters;
- Then, I can create a planning function, where I can set some fixed values in the "field used for condition" tab. These values are common for every user that launch the function.
So, from my point of view, it seems that:
BPS: I have 3 points where I can set filter parameters (level, package and parameter group), and I can launch for example the same function selecting different packages or different parameter groups;
IP: I have only one point where I can set filter parameters (Filter, defined on level)
Is all right? In this case, I don't exactly know how to migrate the same function defined in BPS in the Integrated Planning environment.
Any ideas?
Thanks for the support!
Gianluca

Hello Gianluca,
BPS: I have 3 points where I can set filter parameters (level, package and parameter group), and I can launch for example the same function selecting different packages or different parameter groups;
IP: I have only one point where I can set filter parameters (Filter, defined on level)
In IP you have 2 places, Filter and the function itself. In the function you will get characters for conditions where you can again filter. Migration is simple.
And in BPS? If I define a planning package with a filter (example: Country = Italy) and I select this filter during the launch of the function, do I see records with country = Italy in my reference data?
I guess you are mentioning package as filter. If yes then yes you will only get Italy data in your reference.
The parameter group restrictions in BPS are done in planning function itself in IP. But one difference is in BPS it allowed multiple parameter groups.
And I think even in BPS FOX brought reference data that were subsets of restrictions made in packages and planning level. I dont think in BPS also we were able to read reference data out of the planning level and package.
Regards,
T-Bird.

Approve and Notify in Integrated Planning

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