Please find below the detailed steps to define a planning book:

 
A planning book defines the content and the layout of the interactive planning screen. Planning books are used in
Demand Planning and Supply Network Planning. They allow you to design the screen to suit individual planning
tasks. A planning book is based on a planning area. You can create several user-specific data views in a
planning book. In this step, you create a planning book for Demand Planning.
Procedure
1.     Access the activity using one of the following navigation options:
SAP SCM menu     Advanced Planning and Optimization  Demand Planning  Environment  Current
settings  Define Planning Book
Transaction code     /SAPAPO/SDP8B
2.     Enter the planning book DP_001 and choose Create.
The Planning Book Wizard dialog box is displayed.
3.     Make the following entries:
Field name     User action and values
Planning Book     Enter the planning book DP_001
Planning book text     Demand Planning
Planning area     Select the planning area DP_001 and choose Enter
Manual Proportion Maintenance     X
Promotion     X
Univariate forecast     X
4.     Choose Continue.
5.     Assign the following key figures from planning area to the planning book by using drag and drop or choose
Add all new Key Figures to add all key figures:
Description     Value     Comment
History     9AVHISTORY     Relevant for Scenario MTS
Forecast     9ADFCST     Relevant for Scenario MTS and VMI
Promotion 1     9APROM1     Relevant for Scenario MTS
Forecast (addition.)     9AAFCST     Relevant for Scenario MTS
Planned Price     9APRICEFC     Relevant for Scenario MTS
Sales Forecast     9AREVFC     Relevant for Scenario MTS
Production (Planned)     9APPROD     Relevant for Scenario MTS
Manual Correction     9AMANUP     Relevant for Scenario MTS
Additional Field 1     9AADDKF1     Relevant for Scenario VMI
Additional Field 2     9AADDKF2     Relevant for Scenario VMI
Additional Field 3     9AADDKF3     Relevant for Scenario MTS
Additional Field 4     9AADDKF4     Relevant for Scenario MTS
Additional Field 5     9AADDKF5     Relevant for Scenario MTS
The Proportional factor APODPDANT key figure is automatically added to your planning area when you create
the planning area. You do not have to add this key figure yourself and assign it to the planning book in this step.
When you create the respective view, this key figure will be automatically there for your selection.
6.     Choose Continue.
7.     Assign the following characteristics from the planning area to the planning book by using drag and drop:
Description     Value
APO Location     9ALOCNO
APO Product     9AMATNR
Brand     9ABRAND
Sales Organization     9AVKORG
APO Destination Loc.     9ALOCTO
     The characteristic 9AVERSION (APO Planning Version) will be added to the planning book automatically after
you complete this step.
9.     Choose Continue to go to the Data View tab (the Key Fig. Attrib tab is available in the change mode only
after you have completed the planning book).
10.     On the Data view tab; enter the following values:
Field name     User action (Scenario MTS)     User action (Scenario VMI)
Data view     DP_Standard     VMI_Standard
Data view description     Demand Planning     Demand Planning
TB profile ID (future)     DP_4Weeks_5Month     DP_4Weeks_5Month
TB profile ID (history)     DP_12Month     DP_12Month
Status     3 (Changeable)     3 (Changeable)
11.     Choose Enter.
12.     Select Visible and select the date as of which you wish the past planning horizon to be visible when this
data view is opened.
13.     Choose Continue, and assign the following key figures from the planning book to the data view for either
the MTS or the VMI scenario, keeping the same order as in the table:
 
Make-to-Stock
Key Figures      Description
9AVHISTORY     History
9ADFCST     Forecast
9APROM1     Promotion 1
9AAFCST     Forecast (additional)
9APRICEFC     Planned Price
9AREVFC     Sales Forecast
9APPROD     Production (Planned)
9AMANUP     Manual Correction
9AADDKF4     Additional Field 4
 
Vendor-Managed Inventory
Key Figures      Description
9AADDKF1     Additional Field 1
9AADDKF2     Additional Field 2
9ADFCST     Forecast
 
14.     Choose Complete.
15.     When the Planning Wizard prompt appears, choose Yes to complete the planning book and data view.
16.     On the initial screen, change the planning book you have just created by choosing Edit.
17.     If you are installing the VMI scenario, continue with step 21 (entering a free text for the key figures).
If you are installing the Make-to-Stock scenario, repeat steps 9 to 12 to create the following views:
Views     View Description     Key Figures
DP_CLP     COLLABORATIVE DEMAND PLANNING     
          History
          Forecast
          Forecast (additional)
DP_RELEASE     DEMAND PLANNING - RELEASE VIEW     
          Manual Correction
 
18.     On the Data View tab page, specify the following TB profile IDs for the DP_RELEASE view,
Field name     User action and values
TB profile ID (future)     DP_12Month
TB profile ID (history)     blank
 
19.     Create the remaining views for the Make-to-Stock scenario according to the steps 9-12:
Views     View Description     Key Figures
DP_LOGISTICS     DEMAND PLANNING - LOGISTICS VIEW     
          Forecast
          Production (Planned)
DP_SALES     DEMAND PLANNING - SALES VIEW     
          History
          Forecast
          Forecast (addition.)
          Planned Price
          Sales Forecast
          Manual Correction
DP_PROP     DEMAND PLANNING - PROPORTIONAL FACTOR VIEW     Proportional Factor
 
 
To modify the proportional factors manually, you need to create a separate data view containing only the
APODPDANT key figure to control the authorization to change these factors. This key figure is a default value in
the view and is thus invisible, so you do not need to assign any key figure from the right list in this view.
20.     Choose Complete.
21.     Go to the Key fig. attributes tab, select the FreeText radio button and make the following entries for each
key figure. Choose Save Setting after entering the data for each key figure (depending on your scenario).
Key Figures     Free Text     Relevant for scenario
9AVHISTORY     Historical Data     MTS
9ADFCST     Statistical Forecast     MTS and VMI
9APROM1     Promotion     MTS
9AAFCST     Sales Forecast     MTS
9APRICEFC     Planning Price     MTS
9AREVFC     Sales Revenue Forecast     MTS
9APPROD     Logistics Forecast     MTS
9AMANUP     Final Forecast     MTS
9AADDKF1     VMI Historical Data     VMI
9AADDKF2     VMI Customer Forecast     VMI
9AADDKF3     u2013     MTS
9AADDKF4     Forecast Deviation     MTS
9AADDKF5     Customer Forecast     MTS
22.     Choose Complete and exit the planning book maintenance.
 
Steps to create macros in macro wrokbench:
 
3.7     Creating Macros (SAP APO)
Use
You can use advanced macros to perform complex calculations quickly and easily. Macros are executed either
directly by the user or automatically at a predefined point in time. When defining advanced macros, you work in a
special desktop environment known as the MacroBuilder.
In total, four macros are created in the Demand Planning building block. They are all defined for the planning
book DP_001. You create three macros for forecast calculation according to the following instruction. The
chapter Creating the Macro for Consensus-Based Planning describes how to create the alert macro for
consensus-based planning.
In the DP_STANDARD view of the planning book DP_001, you create two macros:
The first macro is used for the standard and consensus-based planning. The system calculates the arithmetic
average of Statistical Forecast, Sales Forecast and Logistics Forecast, the result of average forecast data plus
Promotion Data is inserted in the Final Forecast cell. It enables the user to consider the forecast input and the
promotion plan from different departments within the company. The planner can make manual adjustments and
enter the final agreed forecast into the Final Forecast cell. All of this information can be shown in the planning
book screen.
The second macro multiplies the Final forecast data with the Planned price to calculate the sales volume. The
third macro is an alert macro used for highlighting exceptional situations in consensus-based planning.
In the DP_SALES view of the planning book DP_001, you create the fourth macro. This macro multiplies the
Final forecast data with the Planned price to calculate the sales volume, which is the same as the one in the
standard view.
 
3.7.1     Creating Macros for the Standard View
1.     Access the activity using one of the following navigation options:
SAP SCM menu     Advanced Planning and Optimization  Demand Planning à Environment à Current settings à
Define Planning Book
Transaction code     /SAPAPO/SDP8B
2.     Enter the name of the planning book: DP_001
3.     Select Data view DP_standard.
4.     Choose Edit.
5.     Choose    MacroBuilder  MacroBuilder   Data view.
 
 
 
3.7.1.1     Creating the Macro for Consensus-Based Planning
1.     Right-click the macro node below the planning table and choose Create New Macro  Add macro. In the
APO Macro Builder dialog box, enter a descriptive text for the macro, for example, Forecast + Promotion  Final
Forecast. Choose Continue.
2.     Right-click the macro and choose Add macro Element  Step.
In the APO Macro Builder dialog box, in the descriptive text section, enter a name for the macro step, for
example, First Step and choose Continue.
3.     Right-click the macro step and choose Add Element (Result Level) à Add results row.
In the APO Macro Builder dialog box, choose Final Forecast in the Row field. Choose Adopt.
4.     Right-click the result row you have just created and choose
Add Element (Argument Level) à Add Operator/Function.
In the APO Macro Builder dialog box, choose u201C(u201C.
5.     Right-click the operator/function you have just created and choose
Add Element (Argument Level) à Planning Table Element à Append argument row. In the APO Macro Builder
dialog box, choose Statistical Forecast in the Row field.
6.     Right-click the argument row you have just created and choose
Add Element (Argument Level) à Append Operator/Function.
In the APO Macro Builder dialog box, choose u201C+u201D.
7.     Right-click the operator/function you have just created and choose
Add Element (Argument Level )  Planning Table Element  Append argument row. In the APO Macro Builder
dialog box, choose Sales Forecast in the Row field.
8.     Right-click the argument row you have just created and choose
Add Element (Argument Element)  Append Operator/Function.
In the APO Macro Builder dialog box, choose u201C+u201D.
9.     Right-click the operator/function you have just created and choose
Add Element (Argument Level )  Planning Table Element  Append argument row. In the APO Macro Builder
dialog box choose Logistics Forecast in the Row field.
10.     Right-click the argument row you have just created and choose
Add Element (Argument Element)  Append Operator/Function.
In the APO Macro Builder dialog box, choose u201C)u201D.
11.     Right-click the operator/function you have just created and choose
Add Element (Argument Element)  Append Operator/Function.
In the APO Macro Builder dialog box, choose u201C/u201D.
12.     Right-click the operator/function you have just created and choose
Add Element (Argument Element)  Append Operator/Function.
In the APO Macro Builder dialog box, enter u201C(u201D.
13.     Right-click the operator/function you have just created and choose
Add Element (Argument Element)  Append Operator/Function.
In the APO Macro Builder dialog box, choose u201CSIGN()u201D and change it to u201CSIGN(u201C.
14.     Right-click the operator/function you have just created and choose
Add Element (Argument Level )  Planning Table Element  Append argument row. In the APO Macro Builder
dialog box, choose Statistical Forecast in the Row field.
15.     Right-click the argument row you have just created and choose
Add Element (Argument Element)  Append Operator/Function.
In the APO Macro Builder dialog box, choose u201C)u201D.
16.     Right-click the operator/function you have just created and choose
Append Operator/Function.
In the APO Macro Builder dialog box, choose u201C+u201D.
17.     Right-click the operator/function you have just created and choose
Add Element (Argument Element)  Append Operator/Function.
In the APO Macro Builder dialog box, choose u201CSIGN()u201D and change it to u201CSIGN(u201C.
18.     Right-click the operator/function you have just created and choose Add Element (Argument Level ) 
Planning Table Element  Append argument row.
In the APO Macro Builder dialog box, choose Sales Forecast in the Row field.
19.     Right-click the argument row you have just created and choose
Add Element (Argument Element)  Append Operator/Function.
In the APO Macro Builder dialog box, choose u201C)u201D.
20.     Right-click the operator/function you have just created and choose
Add Element (Argument Element)  Append Operator/Function.
In the APO Macro Builder dialog box, choose u201C+u201D.
21.     Right-click the operator/function you have just created and choose
Add Element (Argument Element)  Append Operator/Function.
In the APO Macro Builder dialog box choose the character u201CSIGN()u201D and change to
u201CSIGN(u201C.
22.     Right-click the operator/function you have just created and choose Append argument row. In the APO
Macro Builder dialog box, choose Logistics Forecast in the Row field.
23.     Right-click the operator/function you have just created and choose
Add Element (Argument Element)  Append Operator/Function.
In the APO Macro Builder dialog box, choose u201C)u201D.
24.     Right-click the operator/function you have just created and choose
Add Element (Argument Element)  Append Operator/Function.
In the APO Macro Builder dialog box, choose u201C)u201D.
25.     Right-click the operator/function you have just created and choose
Add Element (Argument Element)  Append Operator/Function.
In the APO Macro Builder dialog box, enter u201C+u201D.
26.     Right-click the operator/function you have just created and choose
Append argument row.
In the APO Macro Builder dialog box, choose Promotion in the Row field.
27.     Select the macro and choose   Check to check it. Generate the macro by choosing   Generate.
28.     Move the macro by using drag and drop to the Events section and to the Default folder in the upper right
screen area.
29.     If you want to continue with the configuration, proceed with the next activity to create the Sales Volume
Macro (see below).
If you want to discontinue the configuration at this point, we recommend that you save your settings. To do this,
go back to the Planning book Design screen and choose Save. Choose All Functional Areas when the
confirmation prompt appears.
 
 
Hope this should help you.