Select planning level for forecast caluculation manually

Dear all,
In S&OP on HANA we would like to run the forecast on a more aggregated level than the base planning level.
The base planning level in the input/output key figure of the forecast profile is supposed to be lower than the level which should be used for forecast calculation. If the filter in the forecast profile menu is set to the higher level, the forecast is still calculated on the base planning level and aggregated according to the settings in the key figures.
Is it possible to manually define the planning level the statistical forecast is supposed to be run on?
Thank you in advance!
Jamie

Hi Nikhita
There is a transaction " define planning levels for logistic". In this step you allocate transaction from MM and SD to the planning levels you ahve defined. this allocation is neccessary since the system cannot determine planning level by using master record fields as it does to access data from FI.
In FI planning level for G/L is specified in G/L master. However a business transaction in logistics is represented by an Internal ID
1 = PR
2 = PO
3 = Scheduling agreement
you must assign these transactions to a plannning level in CM
T-code :- Financial Supply Chain Management> Cash and Liquidity Management>Cash Management>Structuring>Define planning levels for Logistics
Please let me know if you ahve done this setting. Would advise you to revisit your config for INT code - level- Planning group.
Hope this helps. Please let me know if you still cant get around.
Thanks
Sanjeev

Similar Messages

Selecting the Planning Level for Statistical Forecast in S&OP on HANA

Hello together,
we currently face an issue regarding the statistical forecast in S&OP on HANA:
The customer wants to implement an S&OP process containing the two steps statistical forecast (automatically calculated) and sales forecast (manually determined). The planning level of the statistical forecast should be higher than the planning level of the sales forecast, i.e. the statistical forecast is calculated on a higher planning level and then disaggregated to be an input for the manually determined sales forecast.
Since it doesn't seem to be possible to disaggregate any key figure below its base planning level we need to have the lower sales planning level as base planning level in all key figures, including the input and output key figures of the statistical forecast.
When running a statistical forecast with a defined forecasting profile, the planning level used for the forecast seems to be the base planning level of the input/output key figures defined in the forecasting profile.
However, we need to define a higher planning level for the statistical forecast in order to have a better data base for recognizing trends and sesonality. In APO DP it is possible to define the planning level for the forecast when running/scheduling the forecasting job. Is this also possible in S&OP on HANA? Can we define the planning level for the forecast in the forecasting profile or when running the forecast from the Excel AddIn? I tried to use the field "Filter" in the forecasting profile as it listed all the planning levels (as well as a lot of other things, we don't know where they come from), but the forecast was still carried out on the base planning level.
Do you have any other idea where to define the forecasting planning level that is different from the base planning level of the input/output key figures?
Thank you in advance,
Jonathan

Hi Bert,
thank you for your fast answer. I checked the forum again and found this post:
Question about Statistical Forecast
However, I don't really get how the disaggregation is meant to work; the suggestion seems to be to calculate a forecast on an aggregated level, i.e. with input and output key figure with an aggregated base planning level, and then disaggregate it "somehow".
Do you have any idea how this disaggregation might work and what other steps I have to consider?
It seems as if I'd have to define a whole bunch of new key figures and have more than one output key figure but no input key figure for the statistical forecast, which doesn't make sense in my eyes.
Actually I was looking for a solution where I can define my forecasting profile with both input and output key figure on the lower planning level and then insert the level I want the forecast to be done at either in the profile as well, or even more flexible when running or scheduling a forecast. Defining more key figures any time I need another forecasting level does not appear very comfortable. Is it meant to be like that or is there another way to reach the goal mentioned above?
Cheers,
Jonathan
Edit: The mentioned thread contains some valuable information on how to disaggregate key figures. However, the really tricky decision is how to define the disaggregation ratio.

Define Planning levels for Logistics (Liquidity forecast).

Hi Gurus,
I am defining planning levels for logistics for my client inorder to see the purchase order items in liquidity forecast report FF7A/FF7B but I can only assign one vendor planning group to M2 as my requirement requires all vendor planning groups to be assigned to M2 to see all the purchase orders items for all the vendor planning groups. Does anybody has any idea how do we assign?
Thanks,
Bob

Hi Nirmal,
I think that is for displaying per cash management group but thanks nirmal for replying.
Regards,
Bob

T.c FF7B: planning levels for Logistics

Hi All,
With reference to the Report FF7B and the CM data from Logistics,
I've defined the planning levels for logistics and the others steps under the CASH MANAGEMENT menù of SPRO.
But the report FF7A doesn't prodide me the logistic data... are there other customizing steps out of the CASH MANAGEMENT menù of SPRO.
Thanks

Hi,
If you have done the config as mentioned by Kalyan, i.e. define planning groups, assign/link them to planning levels and assign the appropriate planning level in customer/vendor master data either you run FF7B (for liquidity forecast) or even you can run FF7A, but need to tick the check box for liquidity forecast.
thanks,
Kumar

Planning level - Liquidity forecast

I have done settings for liquidity forecast. I have created planning levels, planning groups, source symbols etc. From MM, I have included PR, PO, Sch Agreements, etc. I have posted few PRs and POs and Vendor Masters are asigned cash management groups also. However, while simulating the Liquidity Forecast report, system does not show PRs or POs which are posted and released. But I can see the vendor balances posted in FI books.
Have I missed any setting ?

Hi Nikhita
There is a transaction " define planning levels for logistic". In this step you allocate transaction from MM and SD to the planning levels you ahve defined. this allocation is neccessary since the system cannot determine planning level by using master record fields as it does to access data from FI.
In FI planning level for G/L is specified in G/L master. However a business transaction in logistics is represented by an Internal ID
1 = PR
2 = PO
3 = Scheduling agreement
you must assign these transactions to a plannning level in CM
T-code :- Financial Supply Chain Management> Cash and Liquidity Management>Cash Management>Structuring>Define planning levels for Logistics
Please let me know if you ahve done this setting. Would advise you to revisit your config for INT code - level- Planning group.
Hope this helps. Please let me know if you still cant get around.
Thanks
Sanjeev

Cash Management Report FF7B - drill-down from planning levels to AP/AR OIs

Hi
I'm configuring cash management and have created all planning levels and groups needed.
All master data, ie GL accounts, vendors and customers, have the correct planning level or group.
I've created all the groupings etc that I need.
I'm running the reports FF7A and FF7B. I have two questions and problems.
1. When running the Liquidity Forecsat for customers and vendors I drill-down to the standard PL or SL planning levels for AP and AR postings respectively. Then I drill into the planning groups correctly (E1-E9 and R1-R8). But when I try to drill into the cash management detail records (or is it the AP/AR line items?) I get "Memo Records: List - List Contains No Data". This happens every time. Should I now see the AP or AP line items? Or should I see some cash management memo records? I have deleted all the cash management data several times and recreated but I still get this problem (using reports RFFDDL00 and RFFDKU00)
When I do the same for purchase orders, purchase requisitions or sales orders I see a Memo Records List which agrees with the previous planning level total and I can then drill into the actiual POs, PRs or SOs from this list without an issue.
2. When running the Cash Position and I do the drill-down to the GL Line Items, I get an enormous list which does not just show the total of items at the previous planning level. Why is this please? Example: a bank account with a balance of £2,000 (shown on the panning level) but with 000's of line items totalling say £5m. Again I have deleted the CM data and recreated but without any improvement to the problem.
Any help anyone can give me with these issues will be very much appreciated.
Thanks.
Wayne

Hi
I have the same trouble with Tcode FF7B. There´s a message "Memo Records: List - List Contains No Data"; bit in the TcodeFF7A, it runs OK. The message appears just witn Tcode FF7A.
Also, There´s all TR data in tables FDSB for GL accounts, FDSR and FDFIEP for customers/vendors.
Can you help me?? can you solved this issue?
Tanks for your Help

How to make authorization to different planning level on one planning area?

now the situation is one planning area call one global company, under that we create several planning level for serveral sub-company. The authorization should that one sub-comp. only can display, change his planning level, and can not display any other sub-comp. So, in this case how to make authorization? Thanks!

I didn't create an authorization variable on sub-comp. pls, let me know how to create an authorization variable on sub-comp, and the info for the next steps. thanks!

Setting # for 0CALYEAR in selection for planning level in BPS

hi all!
when i try to set # for 0CALYEAR (and other time variables) in selection for planning level in BPS, i recieve the following error message: 'Value # is not permitted for characteristic Calendar Year' (UPC003). As i understand, this problem began to occur after upgrading to SPS12.
we have BI 7.0 installed
can anyone help me solve this problem please?


Hi 
Check in year master data if value BLANK (#) exists. System should permit only those values for characteristics which are available in master data tables. 
Secondly, does system allow you to select value # for calendar year using the F4 drilldown?
 
Hope it helps. 
Cheers Abhijit
Please assign Reward Points if I above information was useful

Reading Charact. Selection in Planning Level using Exit Var FM

Hi Expert,
i have to do a data slice with an Exit Variable that looks at selected data in the planning level and check in a custom table if the corresponding charact in the level is flagged in order to fill the variable with this value and lock data.
Any idea of the code for reading, in an Exit Var FM, data from Charact selection in the planning level?
Any hints will be very appreciated and rewarded.
Tanks
Fabio

Hi,
You could check the how to guide variables of type exit at:
https://www.sdn.sap.com/irj/servlet/prt/portal/prtroot/docs/library/uuid/650ee690-0201-0010-4bb7-83c3e2a74039
If you implement the FM 'Z_VARIABLE_GET_DETAIL' you can read the value of the variables and use this in other variables.
Here is part of the code to use a sales organisation to filter the data from 0mat_sales..
Get Marketing mat ind using the ZMARKIND variable in the area
DATA:
 M_subrc like sy-subrc,
 Ms_return like bapiret2,
 M_type like upc_var-vartype,
 Mto_varsel_all type upc_yto_charsel,
 Mto_varsel type upc_yto_charsel,
 Mto_var type upc_yto_charsel,
 Mt_chavl type /BI0/PMAT_SALES occurs 0,
 Ms_chavl like line of lt_chavl,
 Mto_chanm type upc_yto_cha.
read source value
call function 'Z_VARIABLE_GET_DETAIL'
 EXPORTING
 i_area = l_source_area
 i_variable = 'ZMARKIND'
 i_buffer = l_buffer_call
 IMPORTING
 e_subrc = M_subrc
 es_return = Ms_return
 e_type = M_type
 eto_varsel_all = Mto_varsel_all
 eto_varsel = Mto_varsel
 eto_chanm = Mto_chanm.
data: Ms_varsel type upc_ys_charsel,
M_entries type i.
if l_use_restricted_values is initial.
 lto_var = Mto_varsel_all.
else.
 Mto_var = Mto_varsel.
endif.
read table Mto_var into Ms_varsel index 1.
if sy-subrc <> 0.
 message i147(upc_fw) with M_source_var.
 exit.
endif.
describe table Mto_var lines l_entries.
if l_entries <> 1.
 message i534(upc) with M_source_var.
 exit.
endif.
select all materials related to the Line in the source variable valid
for the sales org in the zsorgfix variable.
case Lso_varsel-chanm.
 when 'ZZLINE'.
 select * from /BI0/PMAT_SALES
 into table lt_chavl
 where /BIC/ZZLINE = ls_varsel-low
 and SALESORG = Gs_varsel-low
 and /BIC/ZMARKIND = ms_varsel-low
 and OBJVERS = 'A'.
 when 'ZZBRAND'.
 select * from /BI0/PMAT_SALES
 into table lt_chavl
 where /BIC/ZZBRAND = ls_varsel-low
 and SALESORG = Gs_varsel-low
 and /BIC/ZMARKIND = ms_varsel-low
 and OBJVERS = 'A'.
 when 'ZZHOUSE'.
 select * from /BI0/PMAT_SALES
 into table lt_chavl
 where /BIC/ZZHOUSE = ls_varsel-low
 and SALESORG = Gs_varsel-low
 and /BIC/ZMARKIND = ms_varsel-low
 and OBJVERS = 'A'.
endcase.
ls_varsel-SIGN = 'I'.
ls_varsel-OPT = 'EQ'.
ls_varsel-seqno = '0000'.
ls_varsel-chanm = '0MAT_SALES'.
loop at lt_chavl into ls_chavl.

2 variables for same characteristic in planning level in BPS

Hello,
I would appreciate your help implementing this scenario: a user has access to certain versions and should be a able to copy data between 2 of those versions.
We have 4 versions on our master data: 001, 002, 003 and 004.
A certain user should be able to access versions 001, 002 and 003, and should not be able to access version 004.
So we have an authorization object applied to that user with:
-> 0TCAACTVT EQ 03
-> 0TCAIPROV EQ <real time infocube>
-> 0TCAVALID CP *
-> 0VERSION EQ 001, 002 and 003
Then, users should be able to copy data between versions.
We created 2 variables on planning area, named ZVERSOLD and ZVERSNEW, with these characteristics:
-> Characteristic: 0VERSION
-> Replacement Type: USERVALUE User-defined values
-> Restriction of Values Required by User: enabled
-> Input Allowed by User: enabled
So this particular user should only see those 3 versions when pressing F4 when filing both variables.
After that, we created the planning level with the u201Ccopyu201D planning function.
But now, on planning level, we need to restrict 0VERSION, but we have a problem because we are not able to restrict it using 2 variables (ZVERSOLD and ZVERSNEW). Only one.
If we donu2019t use any variable, user gets an authorization error because he is not able to access to all data due to authorizations.
Does anyone have a way to avoid this issue? Should authorizations be defined in a different way? Should variables be defined in a different way?
Hopefully I exposed all required details to get help, and that my question wasnu2019t too much confused.
Again, thank you very much in advance for your support.
Rui

Hello,
If you restrict the VERSION with variable ZVERSNEW for target version then the function should work. But if you get any error related to reading reference data for the source version then you can create a new variable of type exit and populate it with the values selected by the user in two variables ZVERSOLD and ZVERSNEW using the two APIs :
API_SEMBPS_VARIABLE_GETDETAIL - to get the current value of the two Variables
API_SEMBPS_VARIABLE_SET - to set the Variable Values for the Exit type variable
Regards,
Deepti

Execution of a planning function for a row selection of a hierarchy node

Hi all!
Has anyone accomplished to make a configuration, where a planning function would have been executed for a hierarchy node selection and this selection would have been made by a row selection in an analysis item? I can filter the characteristic in a lowest level by selecting rows in analysis item, but if I would select a hierarchy node, the value for the characteristic is empty. I have set the selection state by binding the item_characteristic of analysis item to filter of the other characteristics.
I tried first to reach this functionality by filtering the characteristic with variables in planning modeller filter and determining the values of the variables during runtime by the selection of the analysis item row selection. But I can not implement it as the display hierachy and the hierarchy node selection in the analysis item are variables and modeller does not allow selection of a hierarchy node and hierarchy by variables - even thoug it let's you do it (I receive error message saying "field hienmflag with value 5 is not correct").
Greatful for any working solutions tips you have made up!
Sari

Thanks for the explanation. I come from BPS background and there are few changes when it comes to planning functions in IP. In BPS, the planning function is a bit loosely tied to Planning Package in a sense that a planning function can use any planning package under the planning level to which it belongs. Same is the case in IP (technically), but in BPS the planning package contains all the characteristics and key figures of the planning level and hence the function can execute correctly. What I see in IP is that planning function is very loosely tied to Filter. It can use any filter under the aggregation level even though they differ in the characteristics and key figures. I have tried a PF with different filters and it executes with everyone of them! This doesnu2019t sound right! Am I missing something here?
Also, you can only execute a IP planning function if it is included in a planning sequence. An extra step! The modeling is so intuitive in BPS that IP is a bit repulsive.

Characteristic Selection u201Cnot assignedu201D on planning level

Hi experts,
we are using BW-BPS.
On planning level selection some characteristics have the following condition.
0PROFIT_CTR Equal to: #
What does it mean exactly ?
What is the difference between u201Cno selectionu201D and = u201C#u201D ?
Thanks

If it is blank, then any underlying layouts, or functions can be run for any specifiv profit centres, or all possible profit centres including 'not assigned' - there is no restriction at the Level, so all will be read.
if the restriction is set to #, then the functions/layouts can have no assigned profit centre, and no postings will be made on any profit centre (or whatever the characteristic is set to). (It is more like leaving the chracteristic completely out of the level than leaving it blank).

Not reflecting the sales offices for top down manual planning hierarchy

Hi Experts,
Please help me on this issue.
I hava an Hierarchy like from District to Offices
for eg: for district-                'ZBHDEL' I have salesoffice like 100, 101, 102, 103,105.
like wise for other district          'zbhyd' i have salesoffices like 200, 201, 202.
I have created the Mannual layout with Hierachy datamodel with BPS characteristics, TOP-DOWN, AND enabled check entry.
In the additional setting i have select All Possible combinations.
District at Headerlevl, along with Product and Division
and selected salesoffice at Leadcoloumn.
My Planning levell and package contains : for sales office slected Hierarchy at planning level.
BRAND
Base Unit
Company code
Country
Currency
Division
Fiscal year/period
Fiscal Year Variant
PRODUCT
SIZE
Sales District
Sales Office
Segment
Version
*The Prolem is when i input some plan for a district ZBHDEL from the other layout, WHEN I RUN THE sALES OFFICE hIERARCHY
Mannual Layout its not reflecting the sales office where i have to plan for the salesoffices by seeing the values
of planned District.
where as for one district i can able to see the sales offices. even i have maintained the masterdata at Infoobject level.
Can anybody please help me out.
thanks
Deenu
Edited by: deenu prasad on Aug 4, 2010 7:07 AM

Create hierarchy for sales district info-object in following way.
Sales District         Text Node                          Level 1
Sales Distirct         Characteristics Node         Level 2
                              value 1 = ZBHDEL
                              value 2 = ZBHYD
sales Office          Characteristics Node         Level 3
                              values will be according to district (include diff sales offices for diff districts in level 2)
restrict district to this hierarchy in planning level and plan according by both approaches (create 2 seperate layouts):
Top down - to plan at main node i.e. sales district
bottom up - to plan at sub node i.e. sales office

How to take planning run for selected materials?

We have some 50 materials for which only i want to take planning run.I try to use MRP area but it it creating problem at the time of delivery of materials.Please suggeset solution.

Hey,
you can resolve this issue by creating a separate MRP controller for these materials and configure the user exit key for this MRP controller at MD01. (just press F4 at user exit key and select the maintain values option) such that materials for only these MRP controller are planned.
This however, has a drawback, ONLY materials whose MRP controller is selected would be planned:
Eg;
if Parent material A has two child materials in it Y and Z.
if you assign A the MRP controller 001 <~~ and
Y and Z have some other MRP controller, the dependent requirements generated from A would not be planned on Y & Z,
So, if you want the planning to take place at all BOM levels for these materials you can place the same MRP controller for all materials which you want to plan separately.
Hope this solves your issue.

Getting error while opening a saved for later notification: The selected action is not available. The cause may be related to security. Contact your system administrator to verify your permission level for this action.

Hi All,
While opening a saved for later notification, we are getting "The selected action is not available. The cause may be related to security. Contact your system administrator to verify your permission level for this action". error.
This is a custom notification.
Please help.
Thanks
Raghava

HI All,
Please help on this issue.
Thanks
Raghava

Select planning level for forecast caluculation manually

Similar Messages

Maybe you are looking for