COPA Planning

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Planning is a key tool available in Profitability Analysis (COPA),

which is widely used to plan for annual forecast for Profitability
Plans and track the actuals against the planned figures. Planning in
Profitability Analysis allows to plan Sales, revenue and profitability
data in any selected profitability segments. The planning data can be
displayed in various ways, depending on business demands. It is not
a standalone component. It can not only send data to other
applications but it can also receive planning data from those
applications. It is also not limited by any specific time frame. The
planning can be done more than one fiscal year at one or on a rolling
basis. The data can also be planned by posting periods or calendar
weeks. It is also possible to create and store planning data in
dierent plan versions.

The planning framework is the main working environment for sales

and profit planning. It contains all possible settings for building the
planning framework. The planning can be carried out from this
framework screen. MS Excel can be used as a planning screen for
planning data in the SAP system. The planning framework allows for
planning with or without MS Excel. The various ways in which
manual planning can be executed are as under:

Planning without Excel

Planning with Excel integrated in SAP Interface
Planning with oine planning in Excel and
uploading data into the SAP system

The first step in COPA planning is the planning framework. It

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 contains the elements like Planning Level, Planning Package,
Planning Method and parameter set. The configuration transaction
for creation of planning framework is KEPM. The first step is to set
the Operating Concern.

The next step is to create a planning level. Planning level is used to

determine the level at which the planning is required to be done
using the characteristics. In the transaction code KEPM, right click
on Planning Level.

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 Now enter the planning level and description of the same.

Now right click on the Planning Level created to add the

characteristics needed for planning

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 The characteristic values are specified in a planning package. Right
click on the planning level and click on Create Planning Package.

Specify the name and description of the planning package.

Enter the values which can be defaulted.

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 The status of the planning package would be in Red. Double click on
the status and change it to the required status

The next important step is the definition of planning method. The

planning method is a function with which the planning data can be
entered and changed. The planning method can be manual or
automatic. The automatic planning allows to copy and revaluate
actual or planning data for a large number of profitability segments
at once. On the other hand, the manual planning method allows you
to define the planning screens as per requirement at any degree of
detail.

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 The next step in the planning process is the creation of the
parameter set. It contains all the settings required for execution of
planning
method. Right click on Enter Planning Data and than click on
Create Parameter Set

Enter the parameter set name and description

In the next screen, enter the required details like planning layout,
currency etc. and Save it. This would create the parameter set.

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 There is a checkbox for integration with excel. This check box must
be ticked as Active, if integration with excel is required. If this is
not ticked, the excel integration will not work with COPA planning
framework. The next step is to define the planning layout. The
planning layout will
determine how the screens will look like when the planning data is
entered and which fields would appear on the screen. The planning
layout can be
created/modified using transaction code KE15 or KE16 or through
the parameter set by click on Create icon.

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 Enter the layout description, name and choose the Characteristics as
Header and Lead Columns as required.

Choose the value fields that are needed and save

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 Check if the layout meets the requirements. This can be done in
transaction code KE15 or KE16

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 Other options for editing are available

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 The planning framework is now complete and we can now execute
planning

Planning without Excel Integration

Ensure that Integrated Excel check box is not ticked in the parameter
set in transaction code KEPM

Double click on the parameter SET1. This would open the

planning screen

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 Now enter the planned values and save

You can check the posting in KE25 or use the path in the menu path
as under:

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 Planning with Integrated Excel

Excel is integrated in the standard SAP planning screen. The

checkbox should be ticked in the transaction code KEPM

Now double click on the parameter set to open the excel based
planning screen

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 Once Macros are enabled, embedded excel screen opens in SAP
Interface

Once the planned data has been entered, save the planned data

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 Planning with Excel Upload

Ensure that the Integrated Excel checkbox is ticked in the Parameter

set. Double click on the same and go to Excel Integrated planning
screen. Enable the macros. In the planning screen go to Setting and
click on Formatting

This will generate a file description as shown below

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 Now click on Save File Description

Now click on Save Excel Layout to save the Excel worksheet in the
SAP System

Now click on Generic file to enter a generic file name. This name
must consist of a string of characters (upper case), an asterisk (*),
and the file sux .TXT (example: PLAN*.TXT). When you later
upload Excel files into the SAP System, this generic file name links
the file on your local PC to the file
description.

After this save the overall planning as shown below:

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 In the excel planning screen, do file Save as to save the Excel
Planning Layout for future use :

Example the excel layout is saved as PLAN1 on your Local

computer. Once the file is saved on the local computer, it is not
required to come again to KEPM and execute all the steps for
generate of the excel template. Just use the saved excel file, enter the
planned data as TXT and upload the same using transaction code
KE13N

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 Save the file in TXT format

Go to KE13N or use the path as below:

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 You can check the planned data in KE25.

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