Automatic Revenue planning

Dear Experts,
I am using Automatic Revenue Planning through Sale Order ( Required Customization Done in Planning Profile-OPSB & also Sale Order Check in "IMG- Revenue Planning Update from Sales Doc"). Now the problem is when i am creating a Sale order & Saving it..Its only updating CJ42-Yearly Values but not the Overall Values. Can you throw some light on Causes & Actions.
Thanx in advance!
BR
Rohit

Hi,
For CO-PA updation, you need to customize value categories. It is basically mapping the sales order conditions to value categories, and give cost element ranges for the value categories.
I do not have access to system now, and hence not able to provide any more details.
regards
Murali

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Project Revenue Plan Not Update from Sales Order Item

I am generating a network and project from the sales order item using Assembly processing. I am using milestone billing on the sales order item and the milestones attached to the project network activities are appearing as billing blocks on the sales order item billing plan. However, the project revenue is not getting updated from the sales order billing plan. Can someone please help?
I have deleted the billing plan on the billing WBS element and activated revenue planning update from sales order in cusomization for PS. I am looking at CNS41 under the project revenue sched in version 0. Is there a different report I should be looking at?
Regards,
Venkat.

HI Venkat,
You are looking at the correct report & I believe you have also done the necessary customization. If you create a sales order and reference it to a quotation, the related plan values in the WBS element are refreshed automatically.
When the payment data is recorded, the terms of payment and the customer payment history are taken into consideration. One of the probable causes could be the credit limit of the customer might have been exceeded. Take help of your SD consultant & increase the credit limit for that customer (from the sales document), t-code FD32 if it is permitted in the business.
After the new credit limit is set execute the following steps:
u2022     Go to the t-code Change billing request (VA02)
u2022     Open the required billing request
u2022     Remove the account assignment of WBS element from each line item
u2022     Save the billing request
u2022     Reopen the billing request in change mode
u2022     Reassign the WBS elements to all line items
u2022     Now the changed credit limit will take affect
u2022     Check the Planned Revenue for the said project in CNS41, it should get updated.
Rgds
Deepak

Unable to update revenue plan values in Easy Cost Planning

Hi,
Business maintains planned costs and revenues on WBS element using Easy Cost Planning tool. But for one of the WBS element system is not allowing to update/add planned revenue line items.User is able to update the planned costs for this WBS element.
The Legend in Easy Cost Planning screen is Non-Changeable Cost Estimate.
The status of WBS is REL,ACPT(Order Accepted),NSCH(Not Scheduled - Forecast Dates),RESA(Result Analysis Carried out).
We have checked all the business process and all the revenue planning is allowed.
Please guide us on how to resolve this issue.

This is resolved...Select the WBS and click on CLOSE icon to reset the cost estimate. This allows to plan revenues again.

MS Project and print automatically a planning per ressource with VBA code for instance

Hello, i'm in MS project 2010 and i would like to print automatically a planning per ressource (PDF) with VBA code or other quick way.
Somebody can help me with a simple macro VBA and how to install/use it?
regards,
M.

Probably oyu need the loop:
Dim Res as Resource
for each Res in ActiveProject.Resources
'Apply resource filter then print
Next Res
Rod Gill
Author of the one and only Project VBA Book
www.project-systems.co.nz

Profit center planning - Revenue planning

Hi,
Out client is service provider and all the scale of rates are mapped to pricing proceedure in SD. Now the requirement is for revenue planning. Revenue planning can be done through profit center accounting. But he do not want to enter the values i.e. revenues directly using the planning layouts. Expectation is that he will enter the quantities that he is expected to sale/provide in the next year and the system should generate the revenues based on the SOR (scale of rates )mapped in Pricing proceedure of SD. How can we achieve this?
Your immediate help is highly appreciated.
Regards
Koteswara Rao

Valuating planned quantities can be done in CO-PA and than transferd to PCA
I think in PCA this is not possible
In PCA you only plan on the account and ProfitCenter (and statistical key figure) and the system doesn't know where to get the prices
In CO-PA you plan on different characteristics (material, service, customer...) and this can be customized in order to derive prices for planned quantites
cheers
matej

Automatic reorder planning

Dear Peers,
1. Please let me know if it is sufficient to switch on fields 'calculate safety stock' and 'calculate reorder level' in the configuration screen of MRP Types to switch over to Automatic Reorder planning from Manual reorder planning.
2. I also want to ask a flip question, do I need to maintain forecast for material / plant level in order to run automatic reorder planning.
3. Is there any other configuration besides manual reorder planning that should be taken into consideration to switch to Automatic reorder planning.
Much appreicate.
Syed

Dear Syed
In automatic reorder point planning, both the reorder level and the safety stock level are determined by the integrated forecasting program.
The system uses past consumption data (historical data) to forecast future requirements. The system then uses these forecast values to calculate the reorder level and the safety stock level, taking the service level, which is specified by the MRP controller, and the material's replenishment lead time into account, and transfers them to the material master.
Since this is one type of consumption based planning You have to maintain consumtion values in the forecast view of the material master to start with, Later the regualr consumption value will get update.

Revenue Planning to cost elements

Hi,
I am Working on Project system object.
When i am trying planned revenue is added on the project, I need to find if there is a way to assign the revenue amount on the lowest WBS to a cost element. This is required for revenue amounts to appear in costing reports. CJ42 is used to add planned revenue manually.

hi anuradha,
Revenue Planning
Use
Revenue planning can be necessary when you perform results analysis on a sales order item and use a results analysis method that uses the planned revenues to calculate the results analysis data.
Features
The net value (revenue) for sales-order-related production is determined in pricing in Sales and Distribution (SD). Pricing depends on specific conditions which you maintain in Sales and Distribution.
A particular customer orders a particular quantity of a product on a particular day. The variable factors customer, product, quantity ordered, date determine the final price for the customer.
The system uses the conditions you specified to calculate the gross price at which the customer is invoiced; any discounts applying to the customer, for example; and other values such as freight charges and tax.
Pricing is controlled by a pricing procedure which is selected through the sales document type. Price elements such as prices, surcharges and discounts, freight costs and taxes are saved in Sales and Distribution as condition types. The pricing procedure determines which condition types are used and the sequence in which they are calculated in the sales order.
Condition Types
The standard system contains the following condition types that can be used in connection with unit costing, product costing, and preliminary order costing in assembly processing:
Condition Types for Pricing
Condition Type
Meaning
EK01
Cost of goods manufactured (CGM)
EK02
CGM (statistical)
EK03
Fixed CGM (statistical)
Condition type EK01 is mainly used for cost-plus contracts in which the sales price depends on the expected costs.
Condition type EK02 is mainly used when the sales price is a market price and the expected costs are only used for informational purposes.
Condition type EK03 offers the capability of transferring the fixed costs of a cost estimate into the conditions.
The costs are transferred from the cost component view Cost of goods sold into the condition type.
The above-mentioned condition types must be of category Q. Whether a condition type of category Q is only used in pricing as a statistical value or for price calculation is controlled in the pricing procedure.
The condition type is created in Customizing for Sales.
The condition type can be selected as follows:
Through the sales document type
Condition types EK01 and EK02 are specified in the CndTypLineItems field in the sales document type.
Through the requirements class
This enables you to define different condition types for different sales document items of a sales document.
Condition types EK01 or EK02 are specified in the CndTypLineItems field in the requirements class.
Condition type EK03 is specified in the CondTypLinItFix field. You can only use condition type EK03 in conjunction with the requirements class.
Planned Revenues
Revenue elements from the SD pricing procedure that are not statistical are updated as planned revenue on the sales order item that carries costs and revenues, and can be viewed in the Product Cost Controlling Information System. Sales deductions can also be assigned to revenue elements through account determination, and updated on the CO object for the sales order item.
The condition type is selected through the sales document type.
Condition type EK01 is selected for sales document type TA (standard order). This means that the value from the cost estimate goes directly into pricing. A surcharge is calculated from this value and the net value for the sales order item is calculated.
Condition type EK02 is selected for sales document type TA (standard order). Pricing is carried out on the basis of condition type PR00. To maintain this price, choose Logistics ® Sales/distribution ® Sales ® Master data ® Prices ® Material prices and enter a material price. The material price is updated under condition type PR00, while the values from the cost estimate are updated under condition type EK02 and can be used for informational purposes.
Actual Revenue in Product Cost by Sales Order
Use
In Product Cost by Sales Order, actual revenues are updated to the sales order item that carries costs and revenues at the time of invoicing.
Integration
You can view the actual revenues in comparison with the planned revenues and costs in the Product Cost Controlling Information System at any time.
You can settle the costs and revenues that are updated to the sales order item to a profitability segment in Profitability Analysis (CO-PA) during period-end closing for Product Cost by Sales Order. When you perform results analysis, the results analysis data are settled to CO-PA.
The processing in Product Cost by Sales Order therefore differs from the processing in Product Cost by Order or Product Cost by Period (make-to-stock production and with a valuated sales order stock without a sales order item that carries costs and revenues).
If you perform this type of product cost controlling (such as in addition to Product Cost by Sales Order), then in Product Cost by Order or Product Cost by Period the revenues from invoicing are transferred to CO-PA.
If you are using the cost-of-sales accounting in Financial Accounting (FI) and are using a valuated sales order stock, you do not need to perform results analysis in order to transfer the cost of sales to FI. The cost of sales is transferred to Financial Accounting at the point of the goods issue posting.
Prerequisites
To ensure that the revenues are displayed on the sales order item, you must create revenue accounts and possibly sales deduction accounts as primary cost elements of cost element type 11 (revenues) or 12 (sales deductions). Make the necessary settings in Customizing under Controlling ® Overhead Cost Controlling ® Cost and Revenue Element Accounting ® Master data ® Cost Elements.
To be able to settle the costs to Profitability Analysis, you must make the necessary settings in Customizing for Profitability Analysis. Make the necessary settings in Customizing under Controlling ® Profitability Analysis.
Features
Billing
Billing invoices the customer for the goods and services delivered for a sales order.
In Sales and Distribution, you create an invoice (billing document) on the basis of a reference document. In order-related billing, the reference document is the standard order or the delivery document with delivery-related billing.
The data such as prices and quantities are transferred from the previous documents into the billing documents. The price can be calculated in the following ways:
Using pricing on the basis of conditions (such as material or customer)
On the basis of the incurred costs if you want to use resource-related billing
When you enter a billing document, the system proposes a billing type depending on the reference document.
The billing type determines the following:
Which pricing procedure is used for account determination for Financial Accounting
Whether the invoices are passed immediately to Financial Accounting
Account assignment is controlled by the following parameters:
The chart of accounts
The sales organization
The account assignment group of the customer (in the Account group field in the Invoicing screen of the customer master record)
The account assignment group of the material (in the Account assignment group field in the Sales 2 view of the material master record)
The account key in the pricing procedure
thanks
karthik
<REMOVED BY MODERATOR>
Edited by: Alvaro Tejada Galindo on Apr 15, 2008 3:10 PM

Automatic Benefit Plans based on Date Types in IT0041

Hi
I am having an issue with a re-hired employee. We have two date types in IT0041. Current Hire date and Service Award Date. If somebody is hired for 1st time, both the date types are same( e.g 12/12/2008). and this case the automatic benefit plans follow the config rules properly and some start from the hire date and some from the 1st of following month as per the config ruel.
But If we are re-hiring an employee, in this case Current Hire date( 12/12/2008) would be different from Service award date ( because of his previous experience with this employer). In this case all the automatic plans are starting from the date when the re-hire action is performed, not even the re-hire date and do not follow the config rule at all.
We have never made any dependency of benefit plan on IT0041 anywhere in config, but why this is happening? Any suggestion would be appreciated,
Thanks
Wills

Nope. we never configured the dynamic eligibility part. So that makes it more strange. Because if all the date are same it works fine , but if the dates are different, it gives wrong result

How to LogOff Users Automatically in Planning ?

Folks,
do you have any idea about how can we Logoff all the users automatically in Planning.
the method i know is by going to the Planning web-Application settings and Switch to Administrator.
But I want to get this done Automatically for application maintanance and nightly backups.
any thought would be highly appreciated.

We had a similar scenario where we had to logoff users from planning app on the essbase side to run a cube fresh.
We have a job that would accomplish the tasks in the following order:
1. kill requests on planning app
2. Disable connects to the planning app
3. unlock all objects
4. run a cube refresh and security refresh from planning web(through command line using cuberefresh utility)
5. enable connects to the planning app.
If you wish to do it manually you can always push the planning app into maintenance mode which can be done by admin the Planning application owner.
Hope this helps!!
Edited by: Nra601 on Jun 24, 2009 12:07 PM

KEPM-   in revenue planning , quantity not planned

Hi
In revenue planning , we   plan for the amount and quantity of sales.   Then   we valuate the quantity to get the cost of goods based on standard cost.     Now   if   only revenue amount is planned and   no quantity is planned, then   i cannot do valuation.
My question is where   can I   manually    enter the cost   in KEPM and see the same in report in KE30   . Also let me know how to do the same.
Thanks
kamala

Hi Kamala,
Activating valuation with product cost is an optional step. If you don't want to valuate sales quantity (or you are not planning quantity) with product cost, then you can manually enter the cost in planning. Include the relevant cost value field in the plan layout (using t.code KE15) and then the cost value field will be available in KEPM for you to input the data.
Hope this helps.

PS Revenue Planning ( Tracking History )

Hi All,
Kindly advice how can we track the history changes in revenue planning, whether it comes from SD Doc, WBS billing plan or CJ43.
I tried couple things but it seems that there is no tcode to track the history changes.
I can track the changes in Planning cost through CJI4.
Appreciate for the advice.
Thank you.

Hi Varun,
We already activated ' Write plan line items ' in our user status. I think the Business transaction only can capture for Planning cost not for Planning revenue.
Appreciate for your response.
Thank you.
Nies

Copying annual revenue planning into a CO version

Dear All,
I have condtion where we do planning of revenue on annual basis with GL. And we have overall cost planning. Tcode used was CJ42 and CJ40 respectively. We do not want to plan cost on annual basis.
Because of above condtion when we copy planning into other co versions revenue planning was not got copied. Tcode used was CJ9FS.
We have lock year up dation in CO versions because we got wrong values of cost planning into versions. So that yearwise revenue values not got copied into versions.
Is there any standard way to copy annual revenue plan into co versions with maintaining above conditions or any work arround?
We are using RA, because of that we have to use annual revenue planning to use GL.
Regards,
Nilesh Bagav.

Dear Hemant,
Thanks for your reply. IN CJ9BS/selection option/Primary Revenue option works for copying revenue in to initial year of CO version.
Thanks,
Nilesh Bagav.

Revenue Planning with IP

Hi All,
I am new to IP and can anbody help in implementing Revenue planning with IP.
Thanks in Advance.
Rishi

Hi Rishi,
I´m doing a project with SAP BI IP 7.31 integrated with SAP BOE BI 4.01 and BO Analysis 1.4 for Office.
We are planning the Customer Base in a TelCo, then the CHURN values and Finally the revenue planning (as a part of the global P&L).
Maybe the response would be mistimed, my intention is try to help you.
Regards,
Diego Torres Luyo.

CO Revenue Planning to Profit Center Accounting

Hi There Gurus,
I have done the necessary congfiguration to ensure the Plan integration between CO and PCA and I have 1:1 assignment, however when I try to post the a revenue plan from a cost center to a profit center it does not post (costs do get posted).
I also tried to activate User Exit : "EXIT_SAPLPC08_002" to call up to transfer plan data from Controlling and still its not posting.
This is on mySAP ECC 6.0 version
Please Assist
Anele Daniels

SPRO>IMG>Enterprise Controlling>Profit Center Accounting>Planning>Plan Versions>Maintain Plan Version.
Select version 0 (or any version) and choose the folder on left panel Settings for Profit Center accounting. Check if online transfer is enabled.

Plan revenue,plan cost

Hi All,
i am new to PS Module. i want to detailed infoamtion what is plan revenue,plan cost,actual revenue,actual cost,backlog bill/invoice, cte revenue, sales in excess of invoices,billing in excess 0f sales,gross margin, sga,net margain, net retention.
Thanks & Regards,
chandras.

Planned Cost:
Cost that is expected incur in the project over the project life cycle. It is planned before start of the project. There could be revision to orginal plan during the life cycle.
Actual cost:
Cost the that is actual is incurrred in the project. for example Material Cost from PO and services cost from service entry.
Planned revenues:
Revenues that is expected to billed to Customer over the project life cycle.
Actual Revenues:
What is actually billied to the Customer.
Venkat
Edited by: VenkatSrinvas Konda on Oct 23, 2008 10:46 AM

Automatic Revenue planning

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