Cop A Planning

COST PROFITABILITY
CENTER ACCOUNTING
ANAYLSIS
END USER TRAINING DOCUMENTS
KEPM - KEPM - Manual Profit Planning

Functionality
The Enter planning data method allows you to manually enter and edit planning data for
individual profitability segments in an entry screen.
The Display planning data method allows you to display planning data for individual
profitability segments.
Data can be entered in an SAP layout or an Excel Integrated layout, based on the
Parameter set.
Scenario
1) Enter planning data in SAP layout:
2) Enter planning data in Excel layout:
Requirements
Planning package was already maintained.
1.
Menu Path
Accounting Controlling Profitability Analysis

Planning KEPM - Edit Planning Data
Transaction Code
KEPM
Double click on the KEPM - Edit Planning Data.
SAPTOPJOBS
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COST PROFITABILITY
CENTER ACCOUNTING
ANAYLSIS
Planning Framework: Overview
2.
Click on the
SAPTOPJOBS
to expand the structure.
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ANAYLSIS
3.
Double click on
SAPTOPJOBS
to display planning methods.
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ANAYLSIS
4.
Click on the Enter planning data Button

structure.
SAPTOPJOBS
to expand the
Page 4 of 19
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ANAYLSIS
5.
Double click on the
SAPTOPJOBS
to start planning.
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6.
Update the following fields:

Field Name
Values
Customer
1000000
Product
704
Sales unit
100000
7.
Click Enter
8.
Click the Save
9.
The message bar displays Plan data was posted with document number XXXXX
SAPTOPJOBS
.
button.
Page 6 of 19
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ANAYLSIS
The previous steps describe how to enter plan data using ALV layout. The following
will describe how to enter the plan data in Excel layout.
10.
To enter planning data using Excel layout repeat the transaction selecting another
parameter set that has Excel Integration Active; in this case it is Z91SPLAN.
SAPTOPJOBS
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COST PROFITABILITY
CENTER ACCOUNTING
ANAYLSIS
11.
Double click on the
to start planning.
Microsoft Excel
12.
Click Yes Button
SAPTOPJOBS
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ANAYLSIS
Change Sales and Profit Plan:
13.
Start updating the following fields:

Field Name
Values
Customer
1000001
Product
705
Gross Sales
7000000
Sales unit
130000
SAPTOPJOBS
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ANAYLSIS
Change Sales and Profit Plan:
14.
Click the Save
15.
Click Continue
button located on the SAP window.

.
KE25 - KEPM - Manual Profit Planning

Functionality
This report can display a plan line items list.
SAPTOPJOBS
Page 10 of 19
COST PROFITABILITY
CENTER ACCOUNTING
ANAYLSIS
Scenario
Display plan line item data.
Requirements
None.
16.
Menu Path
SAP menu Accounting Controlling Profitability

Analysis Information System Display Line Item List
KE25 - Plan
Transaction Code
KE25
Double click on KE25 - Plan
SAPTOPJOBS
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COST PROFITABILITY
CENTER ACCOUNTING
ANAYLSIS
Display Plan Line Items: Initial Screen
17.

Field Name
Field Description
Values
Currency type
Code identifying the currency in

CO-PA, i.e. B0 Operating
Concern Currency
B0
Record type
Record type, i.e. F Billing

document
Version
Three-digit number which

represents the version of the
forecast parameters as defined
in the forecast profile
Period/year
Period/year, 0MM.YYYY.
001.2002
To
To Period, 0MM.YYYY
012.2002
SAPTOPJOBS
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ANAYLSIS
18.
Click Layout
19.
Select /TRAI... - in list box.
SAPTOPJOBS
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Display Plan Line Items: Initial Screen
20.
Click the Execute
SAPTOPJOBS
button.
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ANAYLSIS
Display Plan Line Items: List
21.
Click the Back
button.
S_ALR_87005722 - KEPM - Manual Profit Planning

Functionality
In this transaction you create the plan version you want to use for your operating concern.
You can create any number of plan versions in COPA.
Scenario
You want to create a plan version in Operating concern.
SAPTOPJOBS
Page 15 of 19
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ANAYLSIS
Requirements
Operating Concern
22.
Menu Path
Accounting Controlling Profitability Analysis

Planning Current Settings S_ALR_87005722 Maintain Plan Versions
Transaction Code
S_ALR_87005722
Double click on S_ALR_87005722 - Maintain Plan Versions.
SAPTOPJOBS
Page 16 of 19
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ANAYLSIS
General Version Definition
23.
Click the New entries
24.

Field Name
button.
Field Description
Version
Number key identifying plan

version
Name
Description of the Name.
Values
Y1
Forecast version 1
25.
Click the checkbox
in the Column Plan
26.
Click the checkbox
in the Column Variance
27.
Click the Save
SAPTOPJOBS
to select it.
to select it.
button.
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SAP R/3
28.
Select the line

concern
and click the Settings in operating

button.
Confirm transfer from version
29.
Click the Yes
SAPTOPJOBS
button.
Page 18 of 19
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Change View "Settings in operating concern": Details
30.

Field Name
Field Description
Values
Exch.rate type
Exchange rate type that will be

used for currency translation.
Derivation date
Date for derivation of

characteristics in planning.
01.01.2007
31.
Click the checkbox of the Check derivation
32.
Click the Enter
button.
33.
Click the Save
button.
SAPTOPJOBS
to select it.
Page 19 of 19

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COST PROFITABILITY

KEPM - KEPM - Manual Profit Planning

Accounting Controlling Profitability Analysis

Double click on the KEPM - Edit Planning Data.

to expand the structure.

Planning Framework: Overview

to display planning methods.

Planning Framework: Overview

Click on the Enter planning data Button

Planning Framework: Overview

Double click on the

Planning Framework: Overview

Update the following fields:

Click the Save

Double click on the

Click Yes Button

Change Sales and Profit Plan:

Start updating the following fields:

Change Sales and Profit Plan:

Click the Save

button located on the SAP window.

KE25 - KEPM - Manual Profit Planning

SAP menu Accounting Controlling Profitability

Double click on KE25 - Plan

Update the following fields:

Code identifying the currency in

Record type, i.e. F Billing

Three-digit number which

Select /TRAI... - in list box.

Click the Execute

Click the Back

S_ALR_87005722 - KEPM - Manual Profit Planning

Accounting Controlling Profitability Analysis

Double click on S_ALR_87005722 - Maintain Plan Versions.

Click the New entries

Update the following fields:

Number key identifying plan

Description of the Name.

Click the checkbox

in the Column Plan

Click the checkbox

in the Column Variance

Click the Save

Select the line

and click the Settings in operating

Confirm transfer from version

Click the Yes

Update the following fields:

Exchange rate type that will be

Date for derivation of

Click the checkbox of the Check derivation

Click the Enter

Click the Save

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