Transaction: KEPM

Version: Draft 1

Training Tool

KEPM Planning Framework: Overview

Purpose:
To load, change and display sales forecast. The forecasted Sales plan includes: Sales quantity e!enue Discount and "llo#ances Standard $ost

Prerequisites
There are fields that must be populated in the Material %aster for a product to &e entered into a Sales Plan. Input Required Fields Field alue ! "omments 'D$ nu%&er "n 'D$ nu%&er %ust e(ist in the Material Master) Basic View, "dditional E"'s ta& Standard Price Standard cost for a %aterial * Accounting 1 view Product +ierarchy The product hierarchy on the Basic Data screen is used for analyses and price deter%ination.

Transa#tion "ode:
KEPM Planning Framework $ Overview

%ork &teps:
"reate 'ew Planning ersion:
() $lic, the triangle in front of the '-$.MED Planning le!el. This #ill display the current !ersions.

/1012/324.doc

Page 1 of 3

5ast 6pdated: 27187/914

Transaction: KEPM

Version: Draft 1

*)

+ighlight and right clic, on the !ersion to copy fro% and select :$opy Planning Pac,age;.

+)

Enter a Plan !ersion na%e and description

/1012/324.doc

Page / of 3

5ast 6pdated: 27187/914

Transaction: KEPM

Version: Draft 1

,) -)

$lic, the Enter

&utton.

6pdate the follo#ing optional fields. The fields are considered .ptional for updating the current infor%ation. Field 'ame $usto%er Period7-ear Product Version R!O!" . . . .es#ription! alue
Key that identifies a custo%er <inancial period =oods that are articles or &usiness transactions. >Material nu%&er?

@dentifies the planning !ersion ) Ke/ in t0e new version

>Note: .n a&o!e ta&le, in colu%n : 7.7$;A : ; B equired, :.; B .ptional, :$; B $onditional?

6.

$lic, the &ave

button.

%ork &teps:
"0ange or update a Planning ersion:
/1012/324.doc Page 2 of 3 5ast 6pdated: 27187/914

Transaction: KEPM

Version: Draft 1

()

$lic, the triangle in front of the '-$.MED Planning le!el. This #ill display the current !ersions.

*)

Select and Dou&le $lic, on the planning !ersion that is to &e updated or changed. The Planning Methods for the selected !ersion #ill &e displayed.

+)

$lic, on the triangle to display the a!aila&le options to change or update the plan.
Page 4 of 3 5ast 6pdated: 27187/914

/1012/324.doc

Transaction: KEPM

Version: Draft 1

,)

'-$.MED: Enter or change the sales data directly in S"P. EC$E5: Enter or change the plan in an e(cel spreadsheet for%at.

Dou&le $lic, on '-$.MED: 'yco%ed Planning. "ll records #ill &e displayed &y product, custo%er and detailed forecasted sales plan #ill include Sales quantity, e!enue, Discounts D "llo#ances and Standard cost. 'ote: Standard cost cannot &e updated. Standard cost is an auto%atically calculated field and a standard cost M6ST &e a!aila&le in S"P for the product to &e accepted in the plan.

-)

6se this screen to change the data for sales quantities, re!enue and discounts D allo#ances &y product as a total nu%&er for the entire period selected. This total quantity #ill &e distri&uted #ith the sa%e ratio as the current plan. For example: Current forecast total =40 000 $ales %uantit& 1'(00# = 10 000 $ales %uantit& ('(00# = (0 000 $ales %uantit& )'(00# = 10 000 !p"ate" forecast total =#0 000 $ales %uantit& 1'(00# = (0 000 $ales %uantit& ('(00# = 40 000 $ales %uantit& )'(00# = (0 000

1)

To change the forecast &y %onth for a product: Select the line for the product to &e changed $lic, the Period s#reen &utton.

2)

Enter the quantities &y %onth to update the forecast.

/1012/324.doc

Page 8 of 3

5ast 6pdated: 27187/914

Transaction: KEPM

Version: Draft 1

8.

$lic, the &ave

button

3dditional Fun#tionalit/ wit0in transa#tion KEPM: Review Error log: Using menu path Extras Error log Review Analysis : Using menu path Extras Analyze valuation, conditions, material costing or Derivation Change Sales and Profit Plan: Aggregated Values

/1012/324.doc

Page 0 of 3

5ast 6pdated: 27187/914

Transaction: KEPM

Version: Draft 1

/1012/324.doc

Page 3 of 3

5ast 6pdated: 27187/914