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SAP BusinessObjects Planning and Consolidation 7.5, version for the Netweaver latfor! Se te!

ber "#$$ %nglish

HCM Planning (B62)


Building Bloc. Configuration &uide

SAP A& 'iet!ar()o (Allee $* ' *+$+# ,alldorf &er!an-

SAP Best Practices

)C/ Planning 0B*"12 Configuration &uide

Copyright
3 "#$$ SAP A&. All rights reserved. No art of this ublication !a- be re roduced or trans!itted in an- for! or for an- ur ose without the e4 ress er!ission of SAP A&. 5he infor!ation contained herein !a- be changed without rior notice. So!e software roducts !ar.eted b- SAP A& and its distributors contain ro rietar- software co! onents of other software vendors. /icrosoft, ,indows, %4cel, Outloo., and PowerPoint are registered trade!ar.s of /icrosoft Cor oration. 6B/, 'B", 'B" 7niversal 'atabase, S-ste! i, S-ste! i5, S-ste! , S-ste! 5, S-ste! 4, S-ste! 8, S-ste! 8$#, S-ste! 8+, 8$#, 8+, iSeries, Series, 4Series, 8Series, eServer, 89:/, 89OS, i59OS, S9;+#, OS9;+#, OS9<##, AS9<##, S9;+# Parallel %nter rise Server, Power:/, Power Architecture, PO,%=*>, PO,%=*, PO,%=5>, PO,%=5, PO,%=, O enPower, PowerPC, BatchPi es, BladeCenter, S-ste! Storage, &P?S, )AC/P, =%5A6N, 'B" Connect, =AC?, =edboo.s, OS9", Parallel S-s le4, /:S9%SA, A6@, 6ntelligent /iner, ,ebS here, Netfinit-, 5ivoli and 6nfor!i4 are trade!ar.s or registered trade!ar.s of 6B/ Cor oration. Ainu4 is the registered trade!ar. of Ainus 5orvalds in the 7.S. and other countries. Adobe, the Adobe logo, Acrobat, PostScri t, and =eader are either trade!ar.s or registered trade!ar.s of Adobe S-ste!s 6ncor orated in the 7nited States and9or other countries. Oracle is a registered trade!ar. of Oracle Cor oration. 7N6@, @9O en, OS?9$, and /otif are registered trade!ar.s of the O en &rou . Citri4, 6CA, Progra! Neighborhood, /eta?ra!e, ,in?ra!e, :ideo?ra!e, and /ulti,in are trade!ar.s or registered trade!ar.s of Citri4 S-ste!s, 6nc. )5/A, @/A, @)5/A and ,;C are trade!ar.s or registered trade!ar.s of ,;CB, ,orld ,ide ,eb Consortiu!, /assachusetts 6nstitute of 5echnolog-. Cava is a registered trade!ar. of Sun /icros-ste!s, 6nc. CavaScri t is a registered trade!ar. of Sun /icros-ste!s, 6nc., used under license for technolog- invented and i! le!ented b- Netsca e. SAP, =9;, SAP Net,eaver, 'uet, Partner%dge, B-'esign, SAP BusinessObjects %4 lorer, Strea!,or., and other SAP roducts and services !entioned herein as well as their res ective logos are trade!ar.s or registered trade!ar.s of SAP A& in &er!an- and other countries. Business Objects and the Business Objects logo, BusinessObjects, Cr-stal =e orts, Cr-stal 'ecisions, ,eb 6ntelligence, @celsius, and other Business Objects roducts and services !entioned herein as well as their res ective logos are trade!ar.s or registered trade!ar.s of Business Objects Software Atd. Business Objects is an SAP co! an-. S-base and Ada tive Server, iAn-where, S-base ;*5, SDA An-where, and other S-base roducts and services !entioned herein as well as their res ective logos are trade!ar.s or registered trade!ar.s of S-base, 6nc. S-base is an SAP co! an-. All other roduct and service na!es !entioned are the trade!ar.s of their res ective co! anies. 'ata contained in this docu!ent serves infor!ational ur oses onl-. National roduct s ecifications !a- var-. 5hese !aterials are subject to change without notice. 5hese !aterials are rovided b- SAP A& and its affiliated co! anies 0ESAP &rou E1 for infor!ational ur oses onl-, without re resentation or warrant- of an- .ind, and SAP &rou shall not be liable for errors or o!issions with res ect to the !aterials. 5he onlwarranties for SAP &rou roducts and services are those that are set forth in the e4 ress warrantstate!ents acco! an-ing such roducts and services, if an-. Nothing herein should be construed as constituting an additional warrant-.

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SAP Best Practices

)C/ Planning 0B*"12 Configuration &uide

Icons
Icon Meaning Caution %4a! le Note or 5i =eco!!endation S-nta4 %4ternal Process Business Process Alternative9'ecision Choice

Typographic Conventions
Type Style Example text Description ,ords or characters that a ear on the screen. 5hese include field na!es, screen titles, ushbuttons as well as !enu na!es, aths and o tions. Cross(references to other docu!entation. %! hasi8ed words or hrases in bod- te4t, titles of gra hics and tables. Na!es of ele!ents in the s-ste!. 5hese include re ort na!es, rogra! na!es, transaction codes, table na!es, and individual .ewords of a rogra!!ing language, when surrounded b- bod- te4t, for e4a! le, S%A%C5 and 6NCA7'%. Screen out ut. 5his includes file and director- na!es and their aths, !essages, source code, na!es of variables and ara!eters as well as na!es of installation, u grade and database tools. Fe-s on the .e-board, for e4a! le, function .e-s 0such as ENTER .e-.
F21

Example text %@A/PA% 5%@5

Example text

EXAMPLE TEXT

or the

Example text <Example text>

%4act user entr-. 5hese are words or characters that -ou enter in the s-ste! e4actl- as the- a ear in the docu!entation. :ariable user entr-. Pointed brac.ets indicate that -ou re lace these words and characters with a ro riate entries.

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SAP Best Practices

)C/ Planning 0B*"12 Configuration &uide

Contents
)C/ Planning................................................................................................................................ 5 $ 7se.............................................................................................................................................. 5 " 5er!inolog-................................................................................................................................. 5 ; PrereGuisites................................................................................................................................ 5 < Navigation in the S-ste!............................................................................................................. 5 5 Configuration................................................................................................................................ * 5.$ 7 loading 5e! lates............................................................................................................. * 5." 7 loading 5ransfor!ation ?ile.............................................................................................. 7 5.; Creating Aogic Scri t............................................................................................................. 7 5.< Creating 'ata /anage!ent Pac.age....................................................................................H 5.5 Creating Business Process ?low.........................................................................................$# 5.* Creating BP? 6nstance........................................................................................................ $< * 5est and 7se.............................................................................................................................. $5

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SAP Best Practices

)C/ Planning 0B*"12 Configuration &uide

HCM Planning 1 Use


5he SAP BPC for )C/ Planning scenario can be used to lan the !onthl- )= costs. 5his docu!ent describes how to u load redefined in ut schedules and re orts for )C/ as well as how to build a business rocess flow in order to conduct )C/ lanning effectivel-.

2 Ter inology
5his docu!ent refers to the Business Planning and Consolidation a lication also .nown as SAP BPC. !pplication Sets An a lication set is a grou of a lications. An a lication set contains a set of di!ensions that !a- be shared a!ong its a lications. !pplications An a lication is a functional unit used for a articular ur ose 0for e4a! le2 finance a lication, sales a lication1. A lications !a- share di!ensions with other a lications within the sa!e a lication set, or have di!ensions that are uniGue. Di ensions 'i!ensions consist of !e!bers. 6f the !e!bers of the di!ension are arranged in a hierarchical order, the relationshi between !e!bers is described with ter!s such as Parent, Child, and Sibling. Properties 'i!ension !e!bers are described b- ro erties. Data 'ata is described b- di!ension !e!bers.

" Prere#$isites
Before -ou start installing this building bloc., -ou !ust install rereGuisite building bloc.s. ?or !ore infor!ation, see the Building Bloc. PrereGuisite /atri4 0PrereGuisitesI/atri4IJ xxKIJyyKI JzzK.4lsL the laceholder JxxK de ends on the SAP Best Practices version -ou use, e.g. BPC refers to the SAP Best Practices SAP BusinessObjects Planning and Consolidation 7.5, JyyK de ends on the language version, e.g. %N for %nglish language, and J zzK de ends on the countr- version, e.g. CN for China2 Prerequisites_Matrix_BPC_EN_DE.xls1. 5his docu!ent can be found on the SAP Best Practices docu!entation ':' in the folder .. JxxK_JzzK D!"umentati!n # $JxxK de ends on the SAP Best Practices version and JzzK de ends on the countr- version1.

% &avigation in the Syste


,hen -ou start the Business Planning and Consolidation a lication -ou first see the %aun"h Page, fro! where -ou can select the user interface that -ou want to wor. in, for e4a! le SAP BPC Ad!inistration, SAP BPC for %4cel, and so on. Once -ou have chosen one of the o tions !entioned above, -ou see the &"ti!n Pane on the right(hand side of -our screen, where -ou can select -our tas.s and activities. ,ith the buttons

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SAP Best Practices

)C/ Planning 0B*"12 Configuration &uide

on the to -ou can see details on the session infor!ation, the login infor!ation and the current view 0C:1. Below the title, for e4a! le S&P BPC &dministrati!n, -ou can choose various tas.s. ,ith the buttons at the botto! -ou can o en other available interfaces or with See &ls! o en the SAP BPC hel . At the to of the &"ti!n Pane -ou can navigate bac. and forth with the arrows. ,ith the '!me button -ou can return to the start age of the s ecific SAP BPC a lication -ou are in.

' Con(ig$ration
')1 Uploa*ing Te plates
Use
5his section describes how to u load and install in the s-ste! the redefined lanning in ut schedule for )C/IPlanning delivered together with SAP Best Practices.

Proce*$re
$. Aog on to SAP BPC for %4cel. 5o do so start the SAP BPC Aaunch Page fro! -our des.to icon or via the Start !enu of -our des.to , then in the Pr!grams folder, choose S&P Business (b)e"ts Planning and C!ns!lidati!n Planning and C!ns!lidati!n. ". On the S&P BPC %aun"h Page, choose BPC for %4cel. 6n the dialog bo4, select the A S&P_BP_Planning and the A lication 'CM_Planning. ;. Choose (*. <. 6n the C!nne"ti!n +izard dialog bo4, enter -our user 6' and assword as reGuired and choose Finish. 5. 6n BPC for %4cel, e4 and the current view 0in the u b- choosing the M>N sign left of C, $"urrent -ie../ +iel* na e A lication CategorPICC )C/I&rade )C/IAccount 5i!e = tcurrenc/easures er right(hand corner of the action ane1 Set

*. Once the current view is e4 anded, set the current view to the following ara!eters2 User action an* val$es )C/IPlanning PAAN Sales)D C'I5otal 5otal)= "#$".5O5AA AC P%=6O'6C

7. 6n BPC for %4cel fro! the !enu, choose 0ile (pen. 6f there is a !essage MMa"r!s ha-e been disabledN dis ears, select (pti!ns, then select Enable this "!ntent.

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H. Browse for the Mis" B12 folder on the SAP Best Practices for BPC docu!entation ':' and o en the file B12_3P4_'CM_'C.xlt . +. ?ro! the !enu bar, choose e4!!ls Sa-e Dynami" 4emplates. ?or %4cel "##7 users, !a.e sure that the files are saved in %4cel "##; for!at and not %4cel "##7 for!at. Otherwise the te! lates !ight not be selectable when defining Business Process ?low. $#. 6n the Sa-e as dialog bo4, choose C!mpany in the left(hand fra!e $$. Save the in ut schedule B12_3P4_'CM_'C.xlt to the folder 56'CM_Planning6eE7CE%68=%PO=5S. $". =e eat ste 7O$$ to o en in ut schedule B12_8S_'CM_'C_&d)ust.xlt and save it to the folder 56'CM_Planning6eE7CE%68NP94_SC'ED9%ES. $;. =e eat ste 7O$$ to o en re ort B12_3P4_'CM_'C_E7PENSE.xlt and save it to the folder 56'CM_Planning6eE7CE%63EP(34S. $<. =e eat ste 7O$$ to o en in ut schedule B12_8S_'CM_3ate.xlt and save it to the folder 56'CM_3ate6eE7CE%68NP94_SC'ED9%ES in a lication 'CM_3ate.

')2 Uploa*ing Trans(or ation +ile


Use
5his section describes how to u load tranfor!ation file delivered together with SAP Best Practices. 5his tranfor!ation file will be used during data file i! ort.

Proce*$re
$. Aog on to 6nterface for %4cel. 5o do so start the SAP BPC Aaunch Page fro! -our des.to icon or via the Start !enu of -our des.to , then in the Pr!grams folder, choose S&P Business Planning and C!ns!lidati!n. ". On the SAP BPC Aaunch Page, choose 6nterface for %4cel. 6n the dialog bo4, select the A Set S&P_BP_Planning and the A lication 'CM_Planning. ;. Choose (*. <. 6n the C!nne"ti!n +izard dialog bo4, enter -our user 6' and assword as reGuired and choose 0inish. 5. 6n BPC for %4cel fro! the !enu, choose 0ile (pen *. Browse for the Mis" B12 folder on the SAP Best Practices for BPC docu!entation ':' and o en files 5ransfor!ation file.4ls. 7. ?ro! BPC for %4cel !enu, choose Planning : C!ns!lidati!n eData M!re C!py 4rans;!rmati!n 0ile, in the ne4t o u Sa-e screen, Choose Co! an- in the left colu!n, then in center colu!n, choose System 0iles folder under 4rans;!rmati!n0iles, give the file na!e as 4rans;!rmati!n ;ile.xls then select Sa-e botto!.

')" Creating ,ogic Script


Use
5his ste is to create scri t logic in order to transfer )C/ lanning data to PPA lanning

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SAP Best Practices

)C/ Planning 0B*"12 Configuration &uide

Proce*$re
$. On the S&P BPC %aun"h Page, choose BPC &dministrati!n. ". 6n the S&P_BP_Planning tree, in the left(hand screen area, choose &ppli"ati!n 'CM_Planning S"ript %!gi". ;. Choose De;ault.%<0. <. Co - the scri t fro! De;ault.%<0which located in Q/iscQB*" into the S"ript %!gi" screen area. 5. 6n the action ane, choose ,alidate and Sa-e. *. Select Cl!se, if the validation status is success in ,alidati!n 3esult screen. 7. 6n the S&P_BP_Planning tree, in the left(hand screen area, choose &ppli"ati!n 'CM_Planning S"ript %!gi". H. Choose 0743&NS.%<0. +. Co - the scri t fro! 0743&NS.%<0which located in Q/iscQB*" into the S"ript %!gi" screen area. $#. 6n the action ane, choose ,alidate and Sa-e. $$. Select Cl!se, if the validation status is success in ,alidati!n 3esult screen. $". 6n the action ane, choose Create Ne. %!gi". $;. 6n the Ne. %!gi" dialog bo4, in ut 'CM_t!_P% and choose (*. $<. On the e! t- screen for S"ript %!gi" = >'CM_t!_P%.%<0?, aste the scri t included in 'CM_t!_P%.%<0 file fro! M8SC folder 0R Q/iscQB*"1. $5. 6n the action ane, choose ,alidate and Sa-e. $*. 6n the action ane, choose Create Ne. %!gi". $7. 6n the Ne. %!gi" dialog bo4, in ut 'C_C(P@(PENN8N< and choose (*. $H. On the e! t- screen for S"ript %!gi" = >'CM_t!_P%.%<0?, aste the scri t included in 'C_C(P@(PNN8N<.%<0 file fro! M8SC folder 0RQ/iscQB*"1. $+. 6n the action ane, choose ,alidate and Sa-e. "#. 6n the S&P_BP_Planning tree, in the left(hand screen area, choose &ppli"ati!n 'CM_3&4E S"ript %!gi". "$. Choose De;ault.%<0. "". Co - the scri t fro! )C/I=ateIDe;ault.%<0 which located in Q/iscQB*" into the S"ript %!gi" screen area. ";. 6n the action ane, choose ,alidate and Sa-e. "<. Select Cl!se, if the validation status is success in ,alidati!n 3esult screen.

')% Creating Data Manage ent Pac-age


Use
5his ste is to create a data !anage!ent ac.age where -ou can run scri t logic )C/ItoIPA.A&? to transfer )C/ lanning data to PPA lanning

Proce*$re

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SAP Best Practices $. Aog on to SAP BPC for %4cel.

)C/ Planning 0B*"12 Configuration &uide

". 5o do so start the SAP BPC Aaunch Page fro! -our des.to icon or via the Start !enu of -our des.to , then choose Pr!grams S&P Business (b)e"ts Planning and C!ns!lidati!n Planning and C!ns!lidati!n. ;. On the SAP BPC Aaunch Page choose BPC for %4cel. 6n the dialog bo4, select the A S&P_BP_Planning and the A lication 'CM_Planning. <. Choose (*. 5. 6n the C!nne"ti!n +izard dialog bo4, enter -our user 6' and assword as reGuired and choose 0inish. *. ?ro! the !enu bar, choose eD&4& (rganize Pa"Aage %ist and choose &dd Pa"Aage <r!up. 7. 6n the &dd Pa"Aage <r!up dialog bo4, in ut M!-e Data in the Enter a gr!up name field and choose (*. H. Choose the M!-e Data ac.age grou and choose &dd Pa"Aage. +. 6n the Data &dd Pa"Aage dialog bo4, Choose Pr!"ess Chain for Pa"Aage 4ype. $#. choose the Sele"t icon right to the 0ile field. Set

$$. Select BPCI=7NIAO&6C under folder Business Planning : C!ns!lidati!nB System Choose Sele"t. $". %nter M!-e_'CM_t!_P% as Pac.age Na!e. $;. Choose M!-e Data in the <r!up field $<. %nter M!-e Data ;r!m &pp 'CM_Planning t! P%_Planning as 'escri tion. $5. Choose 9ser Pa"Aage as 4asA 4ype. 5hen choose &dd. $*. Choose Sa-e. $7. ?ro! the !enu bar, choose eD&4& (rganize Pa"Aage %ist. $H. 6n the Data Manager dialog bo4, select the ac.age M!-e_'CM_t!_P% fro! the list and choose M!di;y pa"Aage using the conte4t !enu. $+. Select ,ie. Pa"Aage in the 0ile field. 6gnore the error !essage.

"#. Choose &d-an"ed to access the d-na!ic scri t editor to !odif- the ac.age. "$. On 'ata /anager '-na!ic Scri t screen, aste the scri t included in 'CM_t!_P%.txt file fro! M8SC folder 0RQ/iscQB*"1 "". Choose (* to close the dialog bo4 Data Manager Dynami" S"ript. ";. Choose Sa-e to close the dialog bo4 Data Manager Pa"Aage ,ie. : Dynami" S"ript Edit!r. "<. Choose Sa-e to close the dialog bo4 M!di;y Pa"Aage. "5. Choose Save to close the dialog bo4 Data Manager. "*. =e eat ste * to "5 to create 'ata Pac.age M)CICOPSOP%NN6N&N. Pac-age na e )CICOPSOP%NN6 N& Pac-age gro$p ?inancial Process +ile na e )CICOPSOP%NN6N&.t4t

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SAP Best Practices

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')' Creating B$siness Process +lo.


Use
Business rocess flows are co! rised of ste s that !ust be co! leted seGuentiall-, and sub( ste s, which do not. 5he seGuence of ste s and sub(ste s are dis la-ed in the BP? T5o 'oT list. 6f a ste does not contain sub(ste s, the ste contains the tas. to be co! leted. ,hen -ou select it, the associated BPC tas. is dis la-ed. 6f the ste has sub(ste s, -ou cannot select the BP? ste because the ste serves as a container for the sub(ste s. 6n this case, the sub(ste s contain the tas.s to be co! leted.

Proce*$re
$. ?ro! the Aaunch Page, choose BPC &dministrati!n. ". ?ro! the Action Pane, select Manage Business Pr!"ess 0l!.s. ;. Aogon to -our S&P_BP_Planning a lication set. 5he Ad!in console is dis la-ed. <. ?ro! the hierarchical view on the left side of BPC Ad!inistration, select Business Pr!"ess 0l!.s. 5. ?ro! the Action Pane, selectCreate ne. BP0 template. *. 'efine the Setup 3equirements 0Ste A1 to !atch the following 0ada t the e!ail address to the ones -ou !aintained for the user UControllerV1 as following tables2 +iel* na e Business Process flow na!e Business Process flow instruction ,hat is the Controlling A lication User action an* val$es )C/ Planning )C/ %4 ense Planning )C/IPlanning

7. Choose C!ntinue t! Setup Step B at the lower right(hand corner of the window. H. 'efine the Setup 3equirements 0Ste B1 as reference fro! following table2 Di ension Categor)=IAccount PICC = tCurrenc5i!e +. Choose C!ntinue t! Setup Step Cat the lower right(hand corner of the window. $#. 'efine the Setup 3equirements 0Ste C1 to !atch the following2 I*entity Di ension

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SAP Best Practices

)C/ Planning 0B*"12 Configuration &uide

!vaila/le

0ie. /y 5ea!s 5ea!s 5ea!s 5ea!s 5ea!s 7sers

Selecte* Sales5ea!$ Sales5ea!" ?6 5ea! )= 5ea! 65 5ea! Jdo!ainKQBPCISSSA'/6N

Sou need to select a tea! of which -ou are a !e!ber. $$. Choose Next to continue. 5he De;ine Steps6SubCSteps screen is dis la-ed. $". Choose &dd. 'efine the sub(ste using the following infor!ation, then select OK and confir! the dialog bo4 &n a"ti!n "ann!t exist at a step le-el5 with @es. $;. Create BP? structure as following table2 Ho. *o yo$ .ant to a** yo$r B$siness Process +lo.1 Select Add... Select Add a new sub(ste Select Add a new sub(ste Select Add a new sub(ste Select Add a new sub(ste Select Add a new sub(ste Select Add... Select Add a new sub(ste Select Add a new sub(ste Select Add a new sub(ste Select Add... Select Add a new sub(ste Select Add a new sub(ste Select Add a new sub(ste $<. Choose M!di;y... to !aintain ste 2hat is the na e an* instr$ction (or the ne. step3s$/4step1 /aintain )C/ =ate and )C /aintain )C/ =ate 7 load )eadcount'ata ?ile 6! ort )eadcount 'ata ?ile =eview )eadcounts of Aast Sear Co - )eadcounts fro! Aast Sear =eview And Adjust!ent )C 'ata Adjust!ent =eview )C/ Costs Sub!it )C/ 'ata for A A A rove )C/ 'ata rove )C/ 'ata =eview )C/ Costs Co - )C/ 'ata to PA ro erties as follows2 roval

5he ste ro erties of a sub(ste are sa!e as the arent ste , so -ou just need to !atain the ste ro erties of the arent ste . Sou need to choose De;ine Step 3egi!n Criteria... to !aintain so!e ro erties bellow. Steps !llo. 5pening Choose *river Choose Driver Di ension

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SAP Best Practices

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6eopen /aintain )C/ =ate =eview And Adjust!e nt A rove )C/ 'ata Ses

Criteria All Ste =egions All Ste =egions

*i ension PICC

o.ner property O,N%=

Me /er Selection 'i!ension !e!bers2 Cor erate)D Selection Criteria2S%A? 'i!ension !e!bers2 Cor erate)D Selection Criteria2BAS 'i!ension !e!bers2 Cor erate)D Selection Criteria2BAS

Ses

PICC

O,N%=

Ses

/atched Ste =egions

PICC

O,N%=

$5. Choose Next to continue. $*. On the De;ine &"ti!ns screen2 Steps /aintain )C/ =ate Inter(ace 6nterface for %4cel TasSched ule Aibrar&a e7Para e ter 0al$e 6NP75 SC)%'7A%SQ B*"I6SI)C/I =A5%.4lt !pplica tion )C/I= ate C$rrent 0ie. Categor-2 /e!ber Aoo.u 2 PAAN )C/I&rade2 6nherit fro! C: )C/ISalar-I5- e2 6nherit fro! C: =I%ntit-2 6nherit fro! C: 5i!e2 6nherit fro! C:

7 load )C 'ata ?ile 6! ort )C 'ata ?ile

'ata /anager 'ata /anager

'ata u load =un user ac.a ge =e ort Aibrar=%PO=5SQB* "I=P5I)C/I )C.4lt

)C/IPl anning )C/IPl anning

=eview )C of Aast Sear

6nterface for %4cel

)C/IPl anning

Categor-2 /e!ber Aoo.u 2 PAAN )C/IAccount2 6nherit fro! C: )C/I&rade2 6nherit fro! C: PICC2 6nherit fro! Ste =egion = tCurrenc-2 6nherit fro! C: 5i!e2 6nherit fro! BP? 6nstance

Co - )C 'ata fro! last -ear

'ata /anager

=un 7ser Pac.a ge

)C/IPl anning

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SAP Best Practices

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)C 'ata Adjust!ent

6nterface for %4cel

Sched ule Aibrar-

6NP75 SC)%'7A%SQ B*"I6SI)C/I )CIAdjust!e nt.4lt

)C/IPl anning

Categor-2 /e!ber Aoo.u 2 PAAN )C/IAccount2 6nherit fro! C: )C/I&rade2 6nherit fro! C: PICC2 6nherit fro! Ste =egion = tCurrenc-2 6nherit fro! C: 5i!e2 6nherit fro! BP? 6nstance Categor-2 /e!ber Aoo.u 2 PAAN )C/IAccount2 6nherit fro! C: )C/I&rade2 6nherit fro! C: PICC2 6nherit fro! Ste =egion = tCurrenc-2 6nherit fro! C: 5i!e2 6nherit fro! BP? 6nstance Categor-2 /e!ber Aoo.u 2 PAAN )C/IAccount2 6nherit fro! C: )C/I&rade2 6nherit fro! C: PICC2 6nherit fro! Ste =egion = tCurrenc-2 6nherit fro! C: 5i!e2 6nherit fro! BP? 6nstance Categor-2 /e!ber Aoo.u 2 PAAN )C/IAccount2 6nherit fro! C: )C/I&rade2 6nherit fro! C: PICC2 6nherit fro! Ste =egion = tCurrenc-2 6nherit fro! C: 5i!e2 6nherit fro! BP? 6nstance

=eview )C/ Costs

6nterface for %4cel

=e ort Aibrar-

=%PO=5SQB* "I=P5I)C/I %@P%NS%.4lt

)C/IPl anning

Sub!it )C/ 'ata for A roval

6nterface for the ,eb

Set wor. status

)C/IPl anning

=eview )C/ Costs

6nterface for %4cel

=e ort Aibrar-

=%PO=5SQB* "I=P5I)C/I %@P%NS%.4lt

)C/IPl anning

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SAP Best Practices

)C/ Planning 0B*"12 Configuration &uide

A rove )C/ 'ata

6nterface for the ,eb

Set wor. status

)C/IPl anning

Categor-2 /e!ber Aoo.u 2 PAAN )C/IAccount2 6nherit fro! C: )C/I&rade2 6nherit fro! C: PICC2 6nherit fro! Ste =egion = tCurrenc-2 6nherit fro! C: 5i!e2 6nherit fro! BP? 6nstance

Co - )C/ 'ata to PA

'ata /anager

=un user ac.a ge

)C/IPl anning

Sou need to create a BP? instance when !aintaining current view, 5i!e2 6nherit fro! BP? instance. 5o create a BP? instance, lease follow ste 5.5. $7. Choose Next to continue. $H. Choose Sa-e. Confir! the dialog bo4. $+. Choose Cl!se. "#. 6n the dialog bo4 d! y!u .ant t! sa-e5, choose @es. "$. Confir! the dialog bo4.

')6 Creating BP+ Instance


$. ?ro! the Aaunch Page, choose BPC &dministrati!n. ". ?ro! the Action Pane, select Manage Business Pr!"ess 0l!.s. ;. Aogon to -our S&P_BP_Planning a lication set. 5he Ad!in console is dis la-ed. <. ?ro! the hierarchical view on the left side of BPC Ad!inistration, select Business Pr!"ess 0l!.s 5. Choose 'CM Planning under the node Business Pr!"ess 0l!.s. *. ?ro! the Action Pane, selectCreate BP0 instan"e. 7. Choose filed 4ime, Select a di!ension !e!ber for field 4ime, for e4a! le, "#$" 5O5AA. H. Choose Create 8nstan"e Step 2 !; 2 +. Choose to select a instance owner for field Sele"t instan"e !.ner, for e4a !le, Jdo!ainKQBPCISSSA'/6N. $#. Choose Create BP0 8nstan"e. $$. 6n the BP0 8nstan"e Pre-ie. regi!n, the default owner for ever- ste s are listed based on the setting in 'river 'i!ension /e!ber Selection and 'i!ension !e!ber sheet. 6f there is anchange necessar-, lease chec. the ite! and choos update !.ners 0select user or tea! to be the owner for ever- ste 1.

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SAP Best Practices

)C/ Planning 0B*"12 Configuration &uide

Step 6egion Ste $. /aintain )C/ =ate and )C PCC.Cor orate)D Ste ". =eview and Adjust!ent PCC.?inancial'e t PCC.)='e t PCC.65'e t PCC.Sales5ea!$ PCC.Sales5ea!" Ste ;. A rove )C/ 'ata PCC.?inancial'e t PCC.)='e t PCC.65'e t PCC.Sales5ea!$ PCC.Sales5ea!"

5.ners Jdo!ainKQPAANN%=ICO=P Jdo!ainKQPAANN%=I?6 Jdo!ainKQPAANN%=I)= Jdo!ainKQPAANN%=I65 Jdo!ainKQPAANN%=IS$ Jdo!ainKQPAANN%=IS" Jdo!ainKQ/&=I?6 Jdo!ainKQ/&=I)= Jdo!ainKQ/&=I65 Jdo!ainKQ/&=IS$ Jdo!ainKQ/&=IS"

$". Choose ?inish. An instance with 6' of ti!e selected is created, which is inactive. $;. ?ro! the hierarchical view on the left side of BPC Ad!inistration, select Business Pr!"ess 0l!.. Select Manage BP0 8nstan"e on Action Pane. $<. On the Manage BP0 8nstan"e screen, choose BP? te! late 'CM Planning and status 8na"ti-e.. $5. Choose 3e;resh. $*. Choose the chec.bo4 before the instance created before and choose &"ti-ate. $7. Ch!!se (*.

6es$lt
Sou have created a BP? instance and activated it.

6 Test an* Use


=efer to the Business Process 'ocu!entation of this scenario to find out how to lan )C/ data using the in ut schedules and re ort on lanned data.

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