Professional Documents
Culture Documents
Using Planning
Using Planning
Introduction
This entry describes how to configure PCA Planning. The transactions listed are for
cost/revenue planning. SAP divides PCA planning into cost/revenue, balance sheet, and
statistical key figure planning. They share functionality, with exception of the plan layouts.
Steps
Using planning:-
Transaction 7KE1 allows for manual cost/revenue planning.
• Choose Planning - Set Planner Profile, choosing the planning profile defined in
Customizing. Click the diskette icon 'User Master Record' if this is the main type of
planning to be done by the user.
• Enter in desired profit center and account parameters, then execute.
• Enter values, then click diskette icon in SAP menu bar to save.
• If the user does not already have a template for spreadsheet upload, choose File -- Save
as from the Excel menu.
• First update the spreadsheet. Remove the totals line at the bottom of the sheet. You may
have to unprotect the sheet to work with it. Then, enter your amounts. Save the sheet as
a text, tab delimited file.
• You can import either a single file, or multiple files in a folder. If you choose the folder
option, SAP will pull in all files with the naming convention in the folder. For example, if
the planning is configured as above, PLANNING1.TXT, PLANNING2.TXT, and
PLANNING3.TXT would all be imported.
• change the decimal notation field to 1,234,567.89.
• Execute. SAP will indicate the status of the upload.