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COPA Planning

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COPA – Planning

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COPA Planning

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Contents

1. Unit Summary.................................................................................................. 3

2. Overview of topics covered ............................................................................. 3

3. Planning Process - Business example .............................................................. 3

4. COPA Planning ................................................................................................. 3

5. Exercise............................................................................................................ 8

6. Solution ........................................................................................................... 9

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COPA Planning

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1. Unit Summary

This unit helps you to understand the concepts of planning in CO-PA and create a sales plan

using a planning level and planning packages. The unit explains how to define a planning layout

and enter data. In addition, this unit describes how to execute automatic planning functions,

integrate the plan data within Management Accounting, and define the planning aids to enable

planning.

2. Overview of topics covered

After completing this unit, you will be able to:

• Outline the overall process flow of profit planning

• Work with planning layouts

• Plan target values

• Perform top down distribution of planning data

• Change and delete plan data and create forecasts

• Explain the integrated transfer of plan data

3. Planning Process - Business example

The management of your company would like to implement a profitability accounting

application in the SAP system. As a member of your the project team, you are supposed to

advise on the question of whether to implement CO-PA or EC-PCA in the SAP system. You then

will be responsible for implementing the selected applications.

4. COPA Planning

Sales and profit planning is normally perceived as an integrated process involving different roles

within profitability and sales accounting, such as sales manager, regional manager, and sales

employee. Distinctions are often made between the different approaches used, such as central

top down planning and local bottom up planning.

The planning tool in Profitability Analysis offers all the people involved in the planning process a

uniform, graphical planning interface that is straightforward and modern.

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The COPA Planning screen allows to structure planning according to planning levels and

planning contents. It is possible to assign planning structure to individuals.

Your planning structure is represented in a tree hierarchy. From the initial Planning screen, you

can execute almost all the planning functions, right from modeling the planning process and

monitoring the planning tasks to manual entry of the planning data.

All COPA planning functions can be centrally accessed using a single transaction

Menu Path Accounting –> Controlling -> Profitability Analysis -> Planning ->

Transaction KEPM

Planning Level: Planning level is defined as a group of characteristics, indicating a level at which

key figures can be planned. e.g. if a certain characteristics (Sales office) is not included in the

planning level, that means that key figures cannot be planned at sales office level.

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Planning Package: Planning Package is created with reference to a planning level, It identifies

and restricts certain characteristic values. E.g If the At the planning package the characteristic

value (Division) can be restricted ‘AM’ – ‘Automotive’. This feature can be used to restrict

access of user to the characteristic value that is relevant to him. In the example shown below,

the package restricts planning to division AM, distribution channel A1, version 0 and record

type ‘A’.

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The parameter set is created with reference to a planning package and a planning method. In

the parameter set the planning layout is created and assigned. Also Automatic valuation

settings can be activated if required. This feature can be used if the prices and costs need to be

picked up from condition records or form the material cost estimates.

Planning methods nothing but planning activities. If a particular planning method is to be used,

then a parameter set has to be first defined for that method. The user can execute planning

methods to perform the planning function.

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On executing the method the planning layout is shown in the change mode. The user can

change the plan values and save the same.

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5. Exercise

1. Create a planning level PL## with the following characteristics

- Division

- Distribution channel

- Product group

2. Create a planning Package PKG1## with the following characteristics value restrictions

Division – ‘TR’ – trucks

3. Create another planning Package PKG1## with the following characteristics value

restrictions

Division – ‘CR’ – Cars

4. Create a parameter set’s for planning method ‘Enter planning data’ for both of the

above planning packages. Allow only the following key figures to be planned.

- Sales Quantity

- Sales revenue

- Cost of goods sold

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6. Solution

Use the below Transaction Code to perform the planning steps. Please refer the earlier sections

for further details.

Menu Path Accounting –> Controlling -> Profitability Analysis -> Planning ->

Transaction KEPM