Plan Version and Planning Valuation Strategy - SAP COPA

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Plan Version and Planning Valuation Strategy

Below, let us look at an example to show how you can execute your yearly planning. Firstly, some preparations are necessary as shown in Figure below.


On one hand, you have to define number ranges that will receive your planning line items for the planning.
You also have to define a plan version. You can usually define an entire planning in one plan version. If you use several plan versions, you can compare several plans.
For our example, we are using plan version Z01 (see Figure below).

Plan version Z01

The DERIVATION DATE in this plan version is important. It determines the date on which further characteristics in your planning are derived. In the example, characteristics such as customer hierarchy are derived on 06/15/2012 even if you enter planning data in July 2012, for example.
Before you enter planning data in this plan version, you should define a planning valuation strategy for your planning (see Figure below) and assign it to points of valuation 03 and 04 in connection with record type F (see Figure below). We have already seen  valuation strategy  in detail in the “VALUATION” section.

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Planning valuation strategy

Assignment of the planning valuation strategy

If we look at the planning valuation strategy in the above Figure more closely, we can see in the COSTG SH (= pricing procedure) column that in step 10, we want to access our actual SD pricing procedure ZEIF01. Material costing then runs in step 20, and finally, we have user exit U02, which, in the same way as for actual figures, calculates the alternative quantity for the planning.

User Exit for Planning Valuation

You are using component COPA0002 here. In this component, double-click EXIT_SAPL_KEAB_002 and navigate to the include ZXKKEU04. This user exit is intended by SAP for your planning valuation. Now you can install your coding (see Figure below).

Planning user exit

Manual Planning Layout

A Planning Layout determines how the screens where you enter your planning data look, including which fields appears where on the screen. Each field is allocated to a row and a column, depending on its position on the screen. The content of each field, in turn, is determined by the definition of the column and row.
The Planning Layout is used for entering and for displaying planning data. You define the layout that is to be used for entering or displaying data. You can select a planning layout that has been defined manually in Customizing (provided that the characteristics in the layout match those in the planning level). 
You create a manual planning layout for the following reasons: on one hand to be able to enter the planned quantities at customer/ product level in accordance with PLANNING IN CO-PA, and on the other hand, to have a tool that you can use to check your characteristic derivation and valuation in the short-term. A planning layout is an individually designed planning screen that you can use to enter planning data manually. The planning layout should run at the point of valuation 03 (manual planning) in combination with record type F and plan version Z01.
You create a manual planning layout via the CO-PA Implementation Guide under PLANNING • MANUAL ENTRY OF PLANNING DATA • DEFINE PLANNING LAYOUT. In the example, we have created the layout Plan GP. Our planning layout looks as shown below. Similarly to Report Painter reports, this layout also has three main components: lines, column and general selections.

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Planning layout, Plan GP

Use your value fields, as lines. You define a line by double-clicking a dot. Now you can select VALUE FIELD WITH CHARACTERISTICS as the element type (see Figure below).

Definition of lines I

Then select the corresponding value field and, if applicable, restricts further characteristics (here, restrict means: select via characteristics). In our layout, we have only selected value fields for the lines and have not restricted any further characteristics in the lines (see Figure below). 

Definition of revenue line

You define the Planning Data column by double-clicking the dotted line and selecting the characteristics to be applicable for this column (as per Figure).

Definition of the “Planning Data” column

In our example, we restrict using the following characteristics: planned/ actual indicator, record type, and plan version. The column in the planning layout should only take planning data for record type F in combination with plan version Z01.
For CO-PA to know how you want to distribute your planning values over several periods (where applicable), you have to define a distribution column in the planning layout when you define the planning column.
You include the distribution column via EDIT • COLUMNS • APPEND ADD. FIELDS and then selecting the DISTRIBUTION KEY field offered by SAP. Using this column, when you enter the planning values, you can define whether you want to distribute over the periods evenly or in some other way.
When you define the planning layout, via EDIT • GEN. DATA SELECTION GEN. DATA SELECTION you can define the general selections in accordance with Figure 6.10: the general selections define the characteristics that you see when you call up your planning layout and navigate to the first selection screen.

Planning layout general selections

On the selection screen, we want to be able to select the variables period/ year, customer, and product. As the possible characteristic values for plant (ET11), sales organization (ET15), distribution channel (01), and division (00) are always identical for all planning values, you can define them as fixed in the general selections. We can see the result of the general selections when we access the planning layout via transaction KE11 and navigate to the selection screen (see Figure). Save your planning layout.

Manual planning selection

Units of A1 should be planned for customer K1 (see Figure below).

Sales quantity manual planning

Now check the characteristic derivation by clicking CHARACTERISTICS (see Figures below).

Characteristic derivation for planning I

Characteristic derivation for planning II

You can see that all characteristic derivations described in METHODS OF CHARACTERISTIC DERIVATION, have been processed for planning. Now, we want to see if we have the same luck with the planning valuation. In your planning layout, press VALUATE. The following screen appears (see Figure below):

Planning result

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We are happy with this planning result. We can see that the alternative quantity was found via user exit, and CO-PC was processed for the material usage. The revenue, discounts, and freight charges were found via the actual conditions of the condition types of the actual SD pricing procedure ZEIF01. If you do not agree with the planning result, via EXTRAS • VALUATION ANALYSIS you can press ANALYSIS to look at, for example, the first valuation step closer.

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