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SAP BusinessObjectsPlanning andConsolidation 7.5,

version for theNetweaver latfor!

Sete!ber "#$$

%nglish

PL Planning (B63)

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

Business Process 'ocu!entation



SAP Best Practices P Planning /B*012 BP'

Copyright

3 "#$$ SAP A&. All rights reserved.

No art of this ublication !a- be reroduced or trans!itted in an- for! or for an- urose without the e4resser!ission of SAP A&. he infor!ation contained herein !a- be changed without rior notice.

So!e software roducts !ar6eted b- SAP A& and its distributors contain rorietar- software co!onents ofother software vendors.

icrosoft, indows, %4cel, Outloo6, and PowerPoint are registered trade!ar6s of icrosoft Cororation.

8B, 'B", 'B" 9niversal 'atabase, S-ste! i, S-ste! i5, S-ste! , S-ste! 5, S-ste! 4, S-ste! :, S-ste!:$#, S-ste! :+, :$#, :+, iSeries, Series, 4Series, :Series, eServer, :;<, :;OS, i5;OS, S;0+#, OS;0+#,OS;=##, AS;=##, S;0+# Parallel %nterrise Server, Power<, Power Architecture, PO%>*?, PO%>*,PO%>5?, PO%>5, PO%>, OenPower, PowerPC, BatchPies, BladeCenter, S-ste! Storage, &P@S,)ACP, >%A8N, 'B" Connect, >AC@, >edboo6s, OS;", Parallel S-sle4, <S;%SA, A8, 8ntelligent iner,ebShere, Netfinit-, ivoli and 8nfor!i4 are trade!ar6s or registered trade!ar6s of 8B Cororation.

inu4 is the registered trade!ar6 of inus orvalds in the 9.S. and other countries.

Adobe, the Adobe logo, Acrobat, PostScrit, and >eader are either trade!ar6s or registered trade!ar6s of Adobe S-ste!s 8ncororated in the 9nited States and;or other countries.

Oracle is a registered trade!ar6 of Oracle Cororation.

9N8, ;Oen, OS@;$, and otif are registered trade!ar6s of the Oen &rou.

Citri4, 8CA, Progra! Neighborhood, eta@ra!e, in@ra!e, <ideo@ra!e, and ultiin are trade!ar6s orregistered trade!ar6s of Citri4 S-ste!s, 8nc.

), , ) and 0C are trade!ar6s or registered trade!ar6s of 0C, orld ide ebConsortiu!, assachusetts 8nstitute of echnolog-.

ava is a registered trade!ar6 of Sun icros-ste!s, 8nc.

avaScrit is a registered trade!ar6 of Sun icros-ste!s, 8nc., used under license for technolog- invented andi!le!ented b- Netscae.

SAP, >;0, SAP Neteaver, 'uet, Partner%dge, B-'esign, SAP BusinessObjects %4lorer, Strea!or6, andother SAP roducts and services !entioned herein as well as their resective logos are trade!ar6s orregistered trade!ar6s of SAP A& in &er!an- and other countries.

Business Objects and the Business Objects logo, BusinessObjects, Cr-stal >eorts, Cr-stal 'ecisions, eb8ntelligence, celsius, and other Business Objects roducts and services !entioned herein as well as theirresective logos are trade!ar6s or registered trade!ar6s of Business Objects Software td. Business Objectsis an SAP co!an-.

S-base and Adative Server, iAn-where, S-base 0*5, SD An-where, and other S-base roducts and services!entioned herein as well as their resective logos are trade!ar6s or registered trade!ar6s of S-base, 8nc.

S-base is an SAP co!an-.

All other roduct and service na!es !entioned are the trade!ar6s of their resective co!anies. 'ata

contained in this docu!ent serves infor!ational uroses onl-. National roduct secifications !a- var-.

hese !aterials are subject to change without notice. hese !aterials are rovided b- SAP A& and its affiliated

co!anies /ESAP &rouE1 for infor!ational uroses onl-, without reresentation or warrant- of an- 6ind, and

SAP &rou shall not be liable for errors or o!issions with resect to the !aterials. he onl- warranties for SAP

&rou roducts and services are those that are set forth in the e4ress warrant- state!ents acco!an-ing

such roducts and services, if an-. Nothing herein should be construed as constituting an additional warrant-.

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Icons

Icon Meaning

Caution

%4a!le

Note

>eco!!endation

S-nta4

%4ternal Process

Business Process Alternative;'ecision Choice

Typographic Conventions

Type Style Description

Example text ords or characters that aear on the screen. hese include fieldna!es, screen titles, ushbuttons as well as !enu na!es, aths andotions.

Cross(references to other docu!entation.

Example text %!hasi:ed words or hrases in bod- te4t, titles of grahics and tables.

%AP% % Na!es of ele!ents in the s-ste!. hese include reort na!es,rogra! na!es, transaction codes, table na!es, and individual 6e-words of a rogra!!ing language, when surrounded b- bod- te4t, fore4a!le, S%%C and 8NC9'%.

Example text Screen outut. his includes file and director- na!es and their aths,!essages, source code, na!es of variables and ara!eters as well asna!es of installation, ugrade and database tools.

EXAMPLE TEXT Fe-s on the 6e-board, for e4a!le, function 6e-s /such as F21 or the

ENTER 6e-.

Example text %4act user entr-. hese are words or characters that -ou enter in thes-ste! e4actl- as the- aear in the docu!entation.

<Example text> <ariable user entr-. Pointed brac6ets indicate that -ou relace thesewords and characters with aroriate entries.

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Contents

$ Purose........................................................................................................................................ 5

" PrereGuisites................................................................................................................................ 5

".$ Business Conditions...........................................................................................................5

"." 8% Configuration ( ogging on 8nterface for eb................................................................5

".0 ogging on SAP BPC s-ste!.............................................................................................7

".= 8% Configuration ( Bac6 to BP@...........................................................................................7

".5 Switch 9ser og on SAP BPC s-ste!................................................................................H

".* Oening Business Process @low........................................................................................H

0 Process Overview able............................................................................................................... +

= Procedure..................................................................................................................................... +

=.$ P Planning........................................................................................................................ +

=.$.$ Confir!ing Sales Planning 'ata....................................................................................+

=.$." Confir!ing )C Planning 'ata...................................................................................$#

=.$.0 Planning P 'ata..........................................................................................................$$

=.$.= Sub!itting P Planning................................................................................................$"

=." >eview and Arove.........................................................................................................$"

=.".$ >eviewing Planning 'ata.............................................................................................$"

=."." Aroving P Planning.................................................................................................$0

=.0 Confir!ing Cororate P..................................................................................................$=

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PL Planning

1 Purpose8n the SAP Best Practices for Business Planning and Consolidation docu!entation '<', inutschedules and reorts are delivered, which -ou can use to enter and review lan data for the -ear"#$".

his Business Process Procedure docu!ent describes where to find the inut schedules and reortsand how to save and review the lan data in the s-ste!.

Prere!uisites

"1 Business Con#itions

he business rocess described in this Business Process Documentation is art of a bigger chain ofintegrated business rocesses or scenarios. As a conseGuence, -ou !ust have co!leted thefollowing rocesses and fulfilled the following business conditions before -ou can start going throughthis scenario2

Business Con#ition Scenario

Iou have co!leted all stes described in the BusinessProcess 'ocu!entation Business Result Analysis andSimulation (B59).

Business >esult Anal-sis andSi!ulation /B5+1

Iou have co!leted all stes described in the BusinessProcess 'ocu!entation Sales Planning (B!).

Sales Planning /B*$1

Iou have co!leted all stes described in the BusinessProcess 'ocu!entation "C# Planning (B$).

)C Planning /B*"1

" I$ Con%iguration & Logging on Inter%ace %or 'eBefore og on interface for web, !a6e following setting and !a6e sure there is a o(u window toas6 -ou enter user na!e and assword.

$. Oen %indo&s 'nternet Explorer Bro&er

". Choose ools→ 'nternet *ptions

0. Choose Security tab

=. a6e setting as screenshot in both +ocal intranet and rusted sites :one /b- choosing theCustom le,el button12

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5. Choose *- and e4it.

"3 Logging on SP BPC syste*

$. Choose the roer lin6 / for e4a!le：htt2;;v!w=5+=2$#H#;OSoft;）

". a6e the following entries in the o u window：

+iel# na*e Description ,ser action an# values Co**ent

.ser name @or e4a!le：<=5+=JlannerKS$

Pass&ord

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http://vmw4594:1080/OSoft/

http://vmw4594:1080/OSoft/




0. Choose *- .

=. On the SAP Business*/0ects1 +aunc2 Page, choose 'nterface for t2e &e/

5. Choose Business Process 3lo&s

*. Choose ASet SAP4BP4Planning clic6 *-

7. On the Business Process 3lo&s screen, choose the business rocess flow na!ed +egalConsolidation

H. Stes assigned to this user are listed in lower art of the age.

+. Clic6 the ste to find the sub(ste list. he detailed e4lanation is included in art =.

$#. Change Current <iew as follow2


Application @or e4a!le, PKPlanning

ime he eriod @or e4a!le, "#$".otal

"- I$ Con%iguration & Bac. to BP+

8f -ou do not want to new a age in web interface after choosing bac6 to BP@, !a6e setting asfollowing2

$. Oen %indo&s 'nternet Explorer Bro&er

". Choose ools→ 'nternet *ptions

0. Choose 6eneral tab.

=. Choose Settings in abs area

5. On a//ed Bro&sing Settings tab, !a6e setting as screenshot2

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*. Choose OK and e4it.

"/ S0itch ,ser Log on SP BPC syste*

hen -ou switch the user to log on BPC s-ste!, lease !a6e sure all the BPC relevant screens areclosed.

"6 pening Business Process +lo0Proce#ure

$. One e!lo-ee of deart!ent lanners /@or e4a!le2 PlannerKS$1 og on to SAP BPC eb8nterface.o do so start the 'E explorer and enter the htt address /eg, htt2;;Ldo!ainM2LortM;OSoft;1. %nterthe user PlannerKS$ and assword.

". On the SAP BPC aunch Page, choose 'nterface for t2e %e/.

0. Choose the ASet SAP4BP4Planning , clic6 *- .

=. On the Action Pane, choose Business process flo& .

5. 8n the Process ist, clic6 P+ Planning .

*. he Stes with status and action reGuired in this rocess are listed below. Clic6 one to start theaction.

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3 Process vervie0 TaleProcess Step Su&Process

StepsBusiness 2ole $pecte# 2esults

P Planning

Confir!ing saleslanning data

'eart!entPlanner

Budget anage!ent tea!e!lo-ee has confir!ed saleslanning data.

Confir!ing )Clanning data

'eart!entPlanner

Budget anage!ent tea!e!lo-ee has confir!ed laborcost lanning data.

Planning P data 'eart!entPlanner

Profit and oss data arelanned.

Sub!itting P

lanning

'eart!ent

Planner

he lanned P data has been

sub!itted to Budgetanage!ent tea! !anager foraroval.

>eview and Arove

Confir!ing lanningdata

'eart!entanager

he reort has been reviewedb- the !anager fro! budget!anage!ent tea!.

Aroving Planning

'eart!entanager

he status is set to arovedand the inut schedule getsloc6ed.

Confir!Cororate P

Cororateanager

he reort has been reviewedb- the !anager fro! cororaion!anager.

- Proce#ure

-"1 PL Planning

-"1"1 Con%ir*ing Sales Planning Data

,se

Sales tea! lanner should review the sales lanning data.

Proce#ure

$. According to ".0, og on and oen BP@ with user for sales tea! lanner/for e4a!le,lannerKS$1

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". @ro! the list, choose Confirm Sales Planning Data

0. 8f -oure ro!ted to log on to the s-ste! rovide the aroriate user(8' and assword andchoose 3inis2.

=. he B!4RP4Sales4Planning reort oens in BPC for %4cel.

5. a6e sure that the current view is set correctl- as below2


Application Sales Planning

Customer ALL_Customers

P4cc SalesTeam1

ime 2012.Total

*. @or other sales tea!s /Salesea!"1 lease log on and oen BP@ with user for budget lanner/lannerKS"1 and change PKCC in the current view if necessar-.

7. Choose Bac7 to BP3 .

H. Choose Cancel .

2esult

Sales tea! lanner has confir!ed sales lanning data.

-"1" Con%ir*ing 4CM Planning Data

,se

'eart!ent lanner needs to review the lanning data for )C e4ense for the relevant

deart!ent.

Proce#ure

$. @ro! the list, choose Confirm "C# Planning Data

". 8f -oure ro!ted to log on to the s-ste! rovide the aroriate user(8' and assword andchoose 3inis2.

0. he B$4RP4"C#4E8PESE reort oens in BPC for %4cel.

=. a6e sure that the current view is set correctl- as below2


Application HCM planning

P4cc SalesTeam1

ime 2012.Total

5. >eview )C lanning data on the reort.

*. Choose Bac7 to BP3 .

7. Choose Cancel .

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H. >eeat the above(!entioned ste $(7, log on the s-ste! with different user to review the )Ce4ense lan reort for other deart!ents /e.g. Salesea!", 8 'eart!ent, )> 'eart!ent,and @inancial 'eart!ent1.

2esult

'eart!ent lanner has confir!ed )C e4ense lanning data for ever- deart!ent.

-"1"3 Planning PL Data

,se

8n ever- deart!ent, deart!ent lanner needs to inut Proft and oss lanning data for the co!ingnew -ear "#$"

Proce#ure

$. @ro! the list, choose P+ Planning

". 8f -oure ro!ted to log on to the s-ste! rovide the aroriate user(8' /for e4a!le2lannerKS$1 and assword and choose 3inis2.

0. he B:4'S4Profit4+oss inut schedule oens in BPC for %4cel.

=. a6e sure that the current view is set correctl- as below2


P4cc SalesTeam1

ime 2012.Total

5. Sales lanning data fro! /B*$1 such as sales revenue cost of goods sold, gross rofit aretransferred to the P lanning side. eanwhile, )C e4ense lanning data fro! /B*"1 such assalar-, bonus, tea! building, welfare and training cost are transferred to the P lanning side aswell.

*. Choose the Ref +ast ;ear Actual Data button to get the actual data of last -ear.

7. @or each !onth, adjust lanning data for each ite! with reference to the data in FP8 version andin Planning version.

8nut entr- with blan6 cell onl-, leave highlighted cell which is calculated b- s-ste!auto!aticall-

H. Choose Send Data .

+. 8n the Send Data *ptions area of the action ane, choose Acti,e &or7s2eet and >efresh.

$#. 8n the xx records &ill /e sent dialog bo4, choose ;es.

$$. On the Refres2 sc2edule results, chec6 that there are no rejected records and choose Close.

$". Choose Bac7 to BP3 .

$0. Choose Cancel .

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$=. >eeat the above(!entioned ste $($0, log on the s-ste! with different user to !a6e the P;lanning reort for other deart!ents /e.g. Salesea!", 8 'eart!ent, )> 'eart!ent and@inancial 'eart!ent1.

2esult

'eart!ent lanner has !ade the Profit and oss lanning for each deart!ent..

-"1"- Su*itting PL Planning

,se

'eart!ent lanner of each deart!ent has finished Profit and oss Planning and should sub!it thedata to the !anager for aroval..

Proce#ure

$. @ro! the list, choose Su/mit P+ Planning

". 8n %or7 Status *ptions < Step ! of $ on the right side, choose Anot2er C= radio button and!a6e active view as below2


Category PLA

P4cc SalesTeam1

ime 2012.Total

0. hen choose the green arrow.

=. Choose Su/mitted fro! the drill(down list in the e& &or7 status setting field

5. C2oose .

*. Choose Bac7 to BP3

7. Choose the Co!lete button to set the status of P+ Planning to Co!lete.

H. >eeat the above(!entioned ste $(H to sub!it the P lanning data for other deart!ents /e.g.Salesea!", 8 'eart!ent, )> 'eart!ent or @inancial 'eart!ent1.

2esult

he lanned P data for each deart!ent have been sub!itted for aroval. .

-" 2evie0 an# pprove

-""1 2evie0ing Planning Data

,se

anager of ever- deart!ent should review the Profit and oss Planning data .

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Proce#ure

$. According to ".0, og on and oen BP@ with user for deart!ent !anager /for e4a!le,grKS$1

". @ro! the list, choose Re,ie& Planning Data


=. he B:4RP4Profit4+oss reort oens in BPC for %4cel.



P4cc SalesTeam1

ime 2012.Total

*. Confir! P lanning data for sales tea! $.


H. >eeat the above(!entioned ste $(7 to review the P lanning data for other deart!ents /e.g.Salesea!", 8 'eart!ent, )> 'eart!ent or @inancial 'eart!ent1.

2esult

he reort has been reviewed b- the !anager fro! each deart!ent..

-"" pproving PL Planning

,se

'eart!ent !anagers aroves the P lanning data after reviewing.

Proce#ure

$. @ro! the list, choose Appro,e P+ Planning

". 8n %or7 Status *ptions < Step ! of $ on the right side, choose Anot2er C= radio button and!a6e active view as below2


Category PLA

P4cc SalesTeam1

ime 2012.Total

0. hen choose the green arrow .

=. Choose Appro,ed fro! the drill(down list in the e& &or7 status setting field.

5. Choose .

*. Choose Bac7 to BP3 .

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7. Choose the Co!lete button to set the status of Re,ie& and Appro,e to Co!lete.

H. >eeat the above(!entioned ste $(H to arove the P lanning data for other deart!ents/for e4a!le, Salesea!", 8 'eart!ent, )> 'eart!ent or @inancial 'eart!ent1.

2esulthe status is set to aroved and the inut schedule gets loc6ed. oreover, the Business ProcessSte >eview and Arove has been set to co!leted.

-"3 Con%ir*ing Corporate PL

,se

'eart!ent !anager logon to the s-ste! to confir! the Profit and oss lanning at the cororatelevel.

Proce#ure$. According to ".0, og on and oen BP@ with user for deart!ent user /for e4a!le, grKCor1.

". @ro! the list, choose Confirm Corporate P+


=. he B:4RP4Profit4+oss reort oens in BPC for %4cel.



P4cc CorporateH!

ime 2012.Total

*. Confir! P lanning data for Corporate">.


H. Choose Cancel .

+. Choose the Co!lete button to set the status of Confirm Corporate P+ to Co!lete.

2esult

he reort has been reviewed b- the !anager fro! the cororate level.

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