Upload planned data via excel

Question

Hi Expert,
I tried to upload the data in excel via 7KEX but encountered some problem.
I have followed the below link and create the planner profile and layout and excel format.
http://help.sap.com/saphelperp60_sp/helpdata/en/e9/254f2815b311d2a5610060087a7a87/frameset.htm_
However, I keep having problem linking the file description and the generic file name. Can someon give a more detailed step on how to create and save the file description and link it to the generic file name ?
I keep having the warning message "file name XXXX.xls does not extist" when i save the settings in KP34PC.
Thanks.
Angel

Answer 1

Hi Angel,
Well !!! I am wellversed with this Excel uploading process and help you by explaining the process in below steps..
1). Create Planing Layout for Profit center in 7KEA transaction Code
2).  EC-PCA Maintain Planned Profiles in transaction code KP34PC
3). In KP34PC transaction code, First you enter your planner profile name and save.
4). Then Select the planner profile which you have created in step 3 and double click on Profit Center Accounting folder left hand side.
5). In the subsequent screen, select new entries button and select the planning area Cost/Revenues & Give the CUDK and QTDK and also select document type - P0
6). After the above step Save once
7). Then select the Planning area Cost/Revenues step and double click on Layouts for Controlling folder from left side
8). In the next screen, select new entries button and enter the item 10 or some other number you can give. Select the Planning layout which you have created for this. Select Overview & Integrated check box
9). Select the above item and Double click on Default parameters
10). In the next screen, you should give the Version - Planning period, Fiscal year and company code, Profit center and Accounts if there any
11). Select Form Based radio button
12). Now press F5 button or Overview Screen button. Now the system will generate teh File Description and take you to next screen where you can see Excel opened
13). In that screen first select Check button to know the consistancy of the profile. It will give message saying that it is consistant like that
14). No select Generic File button. You will get one pop up. There you have to give some name. For example - SAPFICO*.TXT and then Press enter.
15). Next From the menu select File Description option --> under that select --> SAVE ALLL option
16). Now DONT DO ANYTHING after 15th step and simply select BACK ARROW. Now you will be coming to parameters screen. You just select save button in the Parameters Button.
17). From the Parameters screen, select Back arrow to come back to Layouts for Controlling (Planner profile configuration screen)
18).  In the Layouts for Controlling screen you can be able to see your  File Description which you have created. Now Dont forget to SAVE in this screen.
After the above configuration, Before loadoing the file into the system, you have to select your planner profile in 7KEX screen - Other wise, system will not identify you file description and throw an error.
Let me know if you still face any issues..
Thanks
Fit 4 Nothing