Sales Planning & Forecasting

Dear Friends,
We have negative stocks allowed for the materials.
Pl tell me, whether we can configure Sales Planning & Forecasting and SOP.
Thanks,
Sreehari.
Edited by: Sreehari Kondapalli on Jun 15, 2009 3:40 PM
Edited by: Sreehari Kondapalli on Jun 16, 2009 10:57 AM

Hi,
You can get all the best practice documents over here.
http://help.sap.com/bp_crmv250/CRM_DE/index.htm
Click on Technical Information -> Building Block Library.
Regards,
Deepak
Edited by: Deepak Ahuja on Jun 9, 2008 5:11 PM

Similar Messages

Sales Plan in SD Module.

Hai SD Gurus,
Where Sales plan arrived in SD Module ? How it is transferred to PP Module.
Regards,
Mohanraju

Hi Mohanraju,
Sales Plans in Standard SOP
Various functions are available for creating and modifying sales plans in standard SOP:
Manual data entry
Arithmetic distribution functions
Copying data from SIS
Copying data from CO-PA
Forecasting sales quantities on the basis of past usage
Transferring product group proportions
Interactive graphics
For example : Forecasting Sales Quantities on basis of past usage
The forecast is one way to obtain planning data in Sales & Operations Planning (SOP). If necessary, you can change the forecast results after you have copied them to the planning table.
Place the cursor in the planning table on the key figure (if you are planning the characteristic view) or the characteristic (if you are planning the key figure view) for which you want to carry out a forecast.
Select the columns of the periods you want to be forecasted by choosing Edit ® Select.
See also Selecting Columns in the Planning Table.
Choose Edit ® Forecast. Or, if you are planning product group or material sales quantities in the standard planning table, choose Edit ® Sales plan ® Forecast ® Execute.
The Model Selection dialog box appears.
Specify the start and finish dates of the period for which you want to forecast data.
Specify the start and finish dates of the historical period on which the forecast is to be based.
In standard SOP, the forecast is based on consumption data (historical usage data). In flexible planning, the historical values on which the forecast is based are actual data; that is, the forecast is based on the key figure values updated to information structures from the operational applications. In the case of level-by-level planning, you can define the forecast profile such that the forecast is based on consumption data or on the consumption data of a reference material. You maintain the reference material in the material master record.
Analyze the time series and, if necessary, correct the historical values (see Analyzing the Time Series and Modifying the Historical Values). Alternatively, you can base the forecast on the corrected historical values of the previous forecast version by setting the Corr. vals indicator in the forecast profile.
Check to see if the forecast profile displays settings you want to use. If not, choose a different forecast profile with Forecast profile.
Do not try to choose a different forecast profile by using the possible entries button in the field Profile.
Choose Perform forecast.
The Forecast Parameters dialog box appears.
Define the forecast parameters for the selected model.
Choose Perform forecast.
A dialog box displaying the forecast results appears (see Interpreting the Forecast Results).
If the forecast results are not what you expected, check the settings in your forecast profile.
If necessary, change the forecast results (see Changing the Forecast Results).
Flag the forecast results for saving in one of two ways:
Choose Copy results if you want to copy the forecast results into the planning table.
Choose Save if you want to save the forecast results in the forecast versions database but do not want to copy the forecast results into the planning table. The prerequisite for saving the results to the forecast database is that you have not set the indicator Do not save to forecast DB in Customizing (the Customizing activity is Set parameters of info structures and key figures).
To save the forecast version, you must save the planning version by choosing Planning ® Save in the planning table.
Hope this helps you.
Regards
Srikanth.A

Sales planning : potential customers

Hi all,
I'm quite new at this, read some books, tried some examples. I need to make a sales planning query and to be honest didn't do so bad so far.
But I have some questions which seem quite obvious, but of which I didn't find any answers.
Suppose I have a sales representative and he forecasts to have 3 new customers for the next planned year.
How do you make a planning on those ?
You don't have any data about these.
For your existing customers, it's no problem, the data comes out of R/3, but what about potential customers ?
Do we need to create these in R/3 as being a kind of dummy-customers ? Or can I create these customers in one or an other way, in my real-time infocube ?
Thanks,
C

Hi Cornelia,
thanks, that's what I suspected.
I guess if I add a record with a customer number 999999 and some planning data that this will do the trick.
Kr,
Christophe

Sales Planning vs Demand management

Can any body explain how to process the sales planning vs Demand management !

Hi,
Demand Management : The function of Demand Management is to determine requirement quantities and delivery dates for finished products assemblies. Customer requirements are created in sales order management. To create a demand program, Demand Management uses planned independent requirements and customer requirements.
To create the demand program, you must define the planning strategy for a product. Planning strategies represent the methods of production for planning and manufacturing or procuring a product.
Using these strategies, you can decide if production is triggered by sales orders (make-to-order production), or if it is not triggered by sales orders (make-to-stock production).You can have sales orders and stock orders in the demand program. If the production time is long in relation to the standard market delivery time, you can produce the product or certain assemblies before there are sales orders. In this case, sales quantities are planned, for example, with the aid of a sales forecast.
Sales & Operations Planning (SOP) is a flexible forecasting and planning tool with which sales, production, and other supply chain targets can be set on the basis of historical, existing, and estimated future data. Rough-cut planning can also be carried out to determine the amounts of the capacities and other resources required to meet these targets.
Use SOP to streamline and consolidate your companys sales and production operations.
SOP is particularly suitable for long- and medium-term planning
SOP constitutes the planning functionality of the LIS information systems.
You pass on SOP plans to Demand Management (PP-MP-DEM) in the form of independent requirements. In turn, this data is fed to Master Production Scheduling (PP-MP-MPS) and Material Requirements Planning (PP-MRP).
An interface with Profitability Analysis (CO-PA) allows you to use CO-PA data as the basis for sales planning in SOP.
You can also pass on the results of SOP to Profitability Analysis (CO-PA), Cost Center Accounting (CO-OM-CCA), and Activity-Based Costing (CO-OM-CCA).
Application Link Enabling (CA-BFA-ALE) supports the distribution of data to different operating units in your enterprise
I hope this information will help you.
kiran.

Sales plan Excel sheet

Dear Friends
I am implementing Forecast based MRP, is there any way to export Sales forescat excel sheet, insteaded of entering the forecast values in material master, we are neary 30 products. Entering one by one is a big process, laready they have sales plan in excel sheet, pl let meknow how can i export the sales plan excel sheet to the Forecast values and execute the forecast.
thanks
Shivani

please follow below process to uplaod external data:
You use this program to transfer forecast values from external systems to your SAP system. The program works as follows:
1. The program searches for the material/plant combination defined for external forecast.
2. Using user exit EXIT_SAPLMPR1_002, you can set a filter on the materials to be forecast externally.
3. The program calls user exit EXIT_SAPLMPR1_001 and transfers information on the materials to be forecast.
4. The user exit must have the forecast values from the external system at its disposal.
5. After the user exit is run, the forecast values are posted in the SAP system.
you will need to sue custome logic to upload the excel sheet may be using GUI_UPLOAD functyion module in above user exit.

Reg: Sales Plan

Hi Gurus,
Could anyone provide information regarding Sales plan configuration?
Regards,
Sarosh

Dear Sarosh
check the link
[Sales Planning and Forecasting |http://help.sap.com/saphelp_crm50/helpdata/en/6c/c7614179328147e10000000a1550b0/content.htm]
[Sales Plans in Standard SOP |http://help.sap.com/saphelp_46c/helpdata/en/a5/631f9143a211d189410000e829fbbd/frameset.htm]
[Sales Planning and Forecasting |https://www.sdn.sap.com/irj/sdn/bpx-oilgas?rid=/business_maps/guid/eG1sLXVyaT1odHRwOi8vZXN3b3JrcGxhY2Uuc2FwLmNvbS9zb2Nvdmlldy9tY3BnZXQuYXNw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%0D%0AY2FzdGluZyYmdmlydHVhbD10cnVl&prtmode=default]
thanks
G. Lakshmipathi

Sales Order / Forecasted Sale Order Report

hi
How to create Sales Order / Forecasted Sale Order Report.

Hi Raju,
Are you talking of normal sales order and in the Forecasted sale order report what are the inputs you are giving.

Error in uploading Sales plan in APO

Dear experts,
User is trying to upload the sales plan in /SAPAPO/SDP94 transaction.
After selecting the file when we click on "CHECK" ,System is throwing an error message that "call screen (not modal) in dialog box not allowed"
please find the screen shots for reference.
Kindly let me know if anybody has faced this kind of issue before,and help me how to rectify it.
Thanks in advance.
Regards,
Kishore

LIFA maybe deprecated but it still has usefulness and some prefer it over LINX for various reasons. But yeah new projects should seriously consider moving to LINX.
That being said if you are using an Uno or a Mega I've already compiled the binary and can upload it using this tool.
https://decibel.ni.com/content/thread/18700
Unofficial Forum Rules and Guidelines - Hooovahh - LabVIEW Overlord
If 10 out of 10 experts in any field say something is bad, you should probably take their opinion seriously.

Sales Planning

Hi friends,
I need your help with the following issue:
The client requirement is to register in SAP a Sales Plan, based on the quantities they expect to sell during the planning period, they want to plan quantities as well as sales revenues. I can plan sales revenues using Profit Center Accounting but I dont know in which module I could plan quantities.
Thanks in advance,
Gerardo.

COPA.
More precisely the flow will be use:
COPA Planning> MRP>SOP>Cost center planning-> P&L estimate
Regards
Anantha

COPA Sales Planning issue

Hi,
We are uploading COPA sales planning price and quantity to derive the Revenue.
Revenue = sales planning price * quantity
Currency = USD (as default 2 decimal places)
In Excel file we maintained planning price = USD 1.561 and Sales Quantity = 50000.
The expected results in KEPM after upload is = 1.561 x 50000 = 78050.
Once uploaded the results in KEPM shows:
Planning price = USD 1.560 & Quantity = 50000
The results is = 78000.
FYI - the planning layout is Integrated Excel and field for Sales Planning Price have been set to 3 decimals.
This have caused differences in reporting. Is there a way to make SAP calculation accept 3 decimals instead of 2 decimals.

KEPM will display the currency decimal places based on settings in table TCURX. In this case, only 2 decimal places allowed for USD even though the planning layout have been set to >2.

Plan/Forecast Scenario in HFM - best practice

Hello all,
We're currently working on adding a Plan and Forecast scenarios to HFM
to incorporate some budgeting, which had previously been done in
Excel/Access. For those of you who do planning in HFM, would you care
to briefly summarize your processes?
1) How do you load the data into your HFM plan/forecast scenario?
Excel spreadsheet? FDM Multi-Load? Webform?
2) If you use Excel, do you just allow the users to submit via the
template using SmartView or formulas? What about audit/controls?
3) Do you let the users consolidate whenever they want?
Any other tips would be greatly appreciated!
Thanks

We've been doing budgeting forecasting for awhile in HFM.... However.... We leaving that and going to Hyperion Planning...
Some things you are going to want to consider:
1) You will probably have more people entering budgets \ forecasting then actuals, so there might be licensing cost.
2) Security will need to be considered, who get's what and where.
3) Budgeting \ Forecasting is usually done at a more granular level then rolled-up. This could make your HFM application much larger or more detailed then necessary.
4) If you re-org, which we do, we have to reconsolidate all the scenarios and all the years. Time consuming.
5) The is one rule file, making divisional or cross-company modeling difficult. For instance, one of our divisions has a very complex allocation model which we could not build in HFM.
6) Its not uncommon for users to ask for a rolling forecast, which can be done in HFM at the cost of more scenarios. Also, versioning is difficult in HFM.
7) Reporting will also need to be considered, who does it, how it looks and who gets what report.
With Planning, we don't have the above issues.
To answer your questions before moving to Planning:
1) How do you load the data into your HFM plan/forecast scenario, Excel spreadsheet, FDM Multi-Load, Webform? 90% use the data grids, 5% FDM (International or not on our GL) 5% SmartView (Powerusers)
2) If you use Excel, do you just allow the users to submit via the template using SmartView or formulas? What about audit/controls? How do you handle that in actuals? Our controls are handled via security
3) Do you let the users consolidate whenever they want? Yes - at the expense of users running consolidations over each-other

How to use Planning Forecast functions

I am new to Planning & Budgeting and playing with the Sample Applications, which comes with Planning & Budgeting. I wanted to know how forecasting can be done in Hyperion Planning. For example how do I implement or create the @TREND,@SPLINE, Linear, Non Liner forecasting business rules in Classic Sample Application.
Is their any documents specific or step by step guide to Hyperion Planning forecast?
Thanks in Advance
-Ramesh Janarthanan

Hi,
I really suggest you go on some courses, I doubt you will find a step by step guide to hyperion planning forecasting, it is a big subject and you need to learn the fundamentals first.
Cheers
John
http://john-goodwin.blogspot.com/

Sales order item Qty check with sale plan qty

Dear all
How its poosible - While creating sales orer system should check sales order item qty, delivery date    with sales plan qty for that period. If total sales order requirement qty greater than sales plan qty then system should give error msg. System not consider stock & inward / outward mvt . only check plan qty.
in details
1> Create Weekly sales plan   - w.r.t Material & Plant   - ( T code u2013 MC87 )
Eg .   Material - FG001   , Plant 1001 ,   Week 11.2011 - 2000 Kg
2> Now creating sales order . system check sales order item qty & plan qty as per delivery date or week
Eg . i> Sales order no. 1 - delivery week u2013 W 11.2011   , item u2013 FG001 ; Plant u2013 1001 ; Qty u2013 1500 kg
Requirement : System check u2013 delivery week u2013 11 according to that sales plan qty for that material & plant is 2000 kg ;
total actual Sales order qty = 1500 kg . so condition is fulfill system allow to create sales order.
Eg. ii> Sales order no. 2 u2013 Delivery week u2013 11.2001 , item u2013 FG001 ; Plant u2013 1001 ; Qty u2013 1000 kg
Requirement : System check u2013 delivery week u2013 11 according to that sales plan qty for that material & plant is 2000 kg ; total actual Sales order qty = 1500 + 1000kg =2500 kg . so condition is failed , ( sales requirement qty > sales plan qty ) system should not allow to create sales order, gives error msg.
Thanks & Regards
Pramod

Hello,
I have made something like that, to replace the defaut Check by one that check purchase order shipping date.. Here is a exemple code for trapping :
You must place it in SBO_Application_ItemEvent
if ((pVal.FormTypeEx == "139") & (pVal.EventType == SAPbouiCOM.BoEventTypes.et_VALIDATE) & (pVal.ItemUID == "38") & (pVal.ColUID == "11") & (pVal.Before_Action == true) & (pVal.InnerEvent == false))
                CheckAvailability();
Don't forget to disable the SBO Check Availability in the document's config form.
Sorry for my poor english and good luck
Chris.
Message was edited by:
        Christophe Vuignier

Getting error while doing sales planning in COPA

Hello Friends,
While i m doing the sales planning in COPA via KEPM, I am getting the dump for ABAP Feilds regarding Volume and Weight.
Error has been stated below.
Runtime Errors CONVT_OVERFLOW
Except. CX_SY_CONVERSION_OVERFLOW
Date and Time 19.03.2008 16:16:40
Short dump has not been completely stored (too big)
Short Text
Overflow when converting from "1.12036e+12"
What Happned?
Error in the ABAP Application Program
The current ABAP program "SAPLKEAB" had to be terminated because it has come across a statement that unfortunately cannot be executed.
Error analysis
An exception occurred that is explained in detail below.
The exception, which is assigned to class 'CX_SY_CONVERSION_OVERFLOW', was not caught in
procedure "GET_WEIGHT_AND_VOLUME" "(FORM)", nor was it propagated by a RAISING clause.
Since the caller of the procedure could not have anticipated that the exception would occur, the current program is terminated.
The reason for the exception is:
When attempting to convert the value "1.12036e+12", an overflow occurred.
As i m getting the ABAP Error while making the sales planning for Finished Product

My guess - because I don't know your system - is the system is looking for one particular type of value, but is being fed a different one. While trying to convert, the value foes into data overflow.
Check:
1. If the planning is in Alternative Units of measure and this alternative is well defined in the material master.
2. If a standard conversion routine has been assigned to any of the values and the conversion routine is not consistent with the data type / data element.
3. Check your upload file / data. Is there a column defined there that should contain data of a specific type (decimals, or number formats, etc.) but is not the case.
4. If all else fails, you need an ABAPer to decode the error for you.
Cheers.

Update COPA Sales Planning with LIS informations

Dear all,
I´d like to know if it´s possible to update the COPA planning with the information in the LIS tables.
My company already introduced the Sales Planning in the LIS system and now it´s required to reply this information in COPA tables. Of course, it´s possible to do it directly in COPA using the plannification tools, however I´ve reading that it´s possible to transfer data from LIS to COPA directly with a short customizing task.
Please, could you inform me about this process?
Thanks in advance.
ViTo

Hi,
You can transfer actual data from LIS to CO-PA using mass processing (MC8G).
1. For a mass processing job, make sure you run the 3 steps in the attached note 90292. Program RMCAMUS6 updates the LISPLF table with the PLOBJs (planning objects) of items to be processed. If this job is not run, table LISPLF is empty and you will get error MA367.
2. Make sure you have specified future and historical periods in your planning type (MC8B).
3. Make sure you have data in the infostructure and materials in the characteristics.
There is also additional information that could be interesting for you in the notes 80881 and 156972.
regards
Waman

Sales Planning & Forecasting

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