COPA Planning

Scope: This document explains Planning in COPA, using simple illustrations under Manual
planning method. This document covers:
a) Introduction to Planning in COPA
b) Creation of Planning Framework
c) Creation of Planning Layout
d) Planning in COPA with Integrated Excel
e) Copy of layouts to next years

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Table of Contents
INTRODUCTION ..........................................................................................................3
DEFINING PLANNING FRAMEWORK ...............................................................................3
CREATING PLANNING LAYOUT T CODE KE15..................................................................8
PLANNING WITH INTEGRATED EXCEL.............................................................................9
PLANNING WITH EXCEL UPLOAD..................................................................................10
COPY CURRENT YEAR LAYOUTS TO NEXT YEAR...........................................................14

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Introduction

The planning framework is the main working environment for sales and profit
planning. It contains all the possible settings for building your planning architecture.

Using Microsoft Excel: Excel can be used as a planning screen for your planning
data in the SAP System

Defining Planning Framework

Planning Framework includes elements like Planning Level, Planning Package,

Planning Method, and Parameter Set. Let’s create these elements.

Transaction: KEPM

Set the Operating Concern

• Create Planning level

Planning level is used to determine the level at which planning is to occur, using
Characteristics.

In KEPM, right click on planning levels

Enter the Planning Level name & description.

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You can include the relevant characteristics required by you for the planning level
e.g.: controlling area, division etc.

You can enter certain values to be defaulted. E.g.: Controlling Area and Version.

• Create Planning package

You specify characteristic values in a planning package. Example: a market

segment or the period for which planning is done.

Right click on the Planning level you created earlier and click on “Create_Planning
Package”

Enter the name & description

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You can enter the values to be defaulted. E.g. for Period, CO Area or Version.

• Planning method

Planning methods are functions with which planning data can be entered and
changed.

- Manual Planning Method

- Automatic Planning Method

The manual planning function lets you define planning screens. Planning can be
performed at any degree of detail. The illustrations given in this document is
based on Manual Planning method

In automatic planning, you can copy and revaluate actual or planning data for a
large number of profitability segments at once.

There are no settings to be made here. It is only the selection of the existing
methods as shown below.

• Create Parameter set

A parameter set contains all the settings necessary for executing a planning
method.

Right click on “Enter Planning Data” and click on “Create Parameter Set”

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Alternatively you can use: Edit > Method > Create Parameter Set

Enter the Parameter Set name & description:

In the next screen, enter the required details viz Planning Layout, Currency etc and
SAVE it.

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Important Note:

In the Parameter Set, you need to “check” ( ) Active for Integrated Excel (if excel
integration is desired). However, if excel integration is not required, then do NOT
check this.

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Creating Planning Layout T Code KE15

• Enter the Layout name & description. E.g. LAYOUT1 Test Layout

• Choose the Characteristics as Header and as Lead Column as

required.

• Choose the Value Fields that you need and SAVE.

(Go to the Value Fields tab > select the Value Field from your right side and
click on the Arrow/Direction button to include in the layout)

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Planning with Integrated EXCEL

Excel is activated in the standard SAP planning screen. This enables you to plan
using the functions of both the SAP System and Excel.

To do this, ensure the check is Active for “Integrated Excel” in the Parameter Set.

Now, double click on the Parameter Set to Open the Excel planning screen. You
would get the following warning. Pl click on “Enable Macros” . These Macros are
created by SAP and are required in integration.

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Once you do that you will get the Planning Screen in EXCEL (embedded in SAP)
as shown below:

Planning with Excel Upload

You can enter your planning data into Excel spreadsheets and this data can then be
uploaded into the SAP System.

Initial Settings required in KEPM to enable this:

1) Ensure that the “Integrated Excel” check is Active in your Parameter

Set (in KEPM).

2) Double click on Parameter Set and go to the Excel Integrated Planning

Screen (Enable the Macros)

3) In the planning screen, go to Settings and click on Formatting

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This will generate a File Description as shown below

Notice that the Planning Screen changes as shown below: You now get option to
save the File description and Layout.

1. Now click on “Save file description”. Once saved, you will get the
following message:

2. Now click on “Save Excel Layout” to save your Excel worksheet in the
SAP System

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The above steps complete the “Initial Settings”

Once the initial settings are done, you do NOT have to come to KEPM
again. Just use the saved excel layout file , enter the planned data , save it as
TXT file and upload it using Transaction KE13N

You will get the result as below:

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In KE25 (Display plan line items), you can that the uploaded entries are POSTED
successfully.

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Copy current year layouts to next year

Following steps to be performed for copy of current year layouts to next year

• T Code KEPM: Go to KEPM and set the operating concern

• Copy the current year Planning levels to New Year.

• Enter the New Year information and save it.

• Copy of Planning level will copy Planning Package and planning methods

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• Right click on planning level and change the Selection information. Here we have
to change the current year 2011 to New Year 2012 and save it.

Changing of planning year will be applied for all Planning Package and
method.

• Create new Planning Layouts and assign the same to new planning
methods.

T Code KE15 to create the planning layouts: We can copy the current year layouts
and change the required information for New Year.

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We need to change the year to 2012 for all month of above layouts so that year
2012 data can be uploaded.

Double click on each month and change the year to 2012

• Assign the above created layouts to planning method in KEPM and generate the
file description.

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In the planning screen, go to Settings and click on Formatting

This will generate a File Description as shown below

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Notice that the Planning Screen changes as shown below: You now get option to
save the File description and Layout.

o Upload of planning data from KE13N: Now we can upload planning data for
year 2012 using new planning layout.

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