anne COPA Panning | SAP Blogs Community Aska Question Write a Blog Post ogi Sanil Bhandari September 26, 2013 7 minute read COPA Planning Fe RSS feed Like 45 Likes 32,731Views 38 Comments Planning is a key tool available in Profitability Analysis (COPA), which is widely used to plan for annual forecast for Profitability Plans and track the actuals against the planned figures. Planning in Profitability Analysis allows to plan Sales, revenue and profitability data in any selected profitability segments. The planning data can be displayed in various ways, depending on business demands. It is not a standalone component. It can not only send data to other applications but it can also receive planning data from those applications. Itis also not limited by any specific time frame. The planning can be done more than one fiscal year at one or on a rolling basis, The data can also be planned by posting periods or calendar weeks. It is also possible to create and store planning data in different plan versions. The planning framework is the main working environment for sales and profit planning. It contains all possible settings for building the planning framework. The planning can be carried out from this framework screen. MS Excel can be used as a planning screen for planning data in the SAP system. The planning framework allows for planning with or without MS Excel. The various ways in which manual planning can be executed are as under: + Planning without Excel + Planning with Excel integratedin SAP Interface + Planning with offiine planning in Excel and uploading data into the SAP system hpe:ttiogs sap.com201.0a6icope-planring! 132anne COPA Planning | SAP Blogs The first step in COPA planning is the planning framework. It contains the elements like Planning Level, Planning Package, Planning Method and parameter set. The configuration transaction for creation of planning framework is KEPM. The first step is to set the Operating Concern. Operating concem (set) Status 00. Frans git Guo ann te wee ss aleoes aa Planning Framework Overview The next step is to create a planning level. Planning level is used to determine the level at which the planning is required to be done using the characteristics. In the transaction code KEPM. right click on Planning Level. hpe:ttiogs sap.com201.0a6icope-planring!anne COPA Planning | SAP Blogs Now enter the planning level and description of the same. [= Creaie Planning Level Planning level Now right click on the Planning Level created to add the characteristics needed for planning Planning Framework : Ove Planningieve! [Ff _ | [SopxPianaMg Beles] : q ala Ca hpe:ttiogs sap.com201.0a6icope-planring!anne COPA Planning | SAP Blogs The characteristic values are specified in a planning package. Right click on the planning level and click on "Create Planning Package”. “Js Ptannina iver (COPA Panning Display Planning Level ‘Change Planning Level ‘Copy Planning Level Doloto Planning Love! ansport Planning Level Ag Hoc Planning Package Specify the name and description of the planning package. [=Create Planning Package Enter the values which can be defaulted, hpe:ttiogs sap.com201.0a6icope-planring!rans COPA Planning | SAP Blogs Planning Framework : Overview Pian. packago [festPtanPadege TestPianPackage @OO ‘The status of the planning package would be in Red. Double click on the status and change it to the required status [= Set Status ‘COB Cempieted 040 In processing The next important step is the definition of planning method, The planning method is a function with which the planning data can be entered and changed. The planning method can be manual or automatic. The automatic planning allows to copy and revaluate actual or planning data for a large number of profitability segments at once. On the ‘other hand, the manual planning method allows you to define the planning screens as per requirement at any degree of detail. hpe:ttiogs sap.com201.0a6icope-planring! sxranno19 COPA Planning | SAP Blogs 7 4 COPA Planning PRC TestPlanPackags COD 8 Disolay planning dat % cony Forecast § Top-down distribution § Ratios Automatic Methods Valuation Revaluation & event Period distribution Customer ennancement Dekete Planning Sequence The next step in the planning process is the creation of the parameter set. It contains all the settings required for execution of planning method. Right click on “Enter Planning Data” and than click on “Create Parameter Set” Planning Framework : Overview [Face] [TeatPtanPaceoe = [|| rian-pecrage area ‘ompany Code oun COPAPianning 4 Sisplay planning Execute Memoa 00 Copy ‘Ad Hoe Parameter Set jodiyear Forecast 4% Top-down oct a hpe:ttiogs sap.com201.0a6icope-planring!anne COPA Planning | SAP Blogs Enter the parameter set name and description [= Parameter Set Create In the next screen, enter the required details like planning layout, currency etc, and Save it. This would create the parameter set, Planning Framework : Overview ‘COPA Planning “TeetPien PaoK92 OO Porameterset (SET) | [TestParameterSet = Dist, Profle for Top-Down | 2er2Suneression in There is a checkbox for integration with excel. This check box must be ticked as Active, if integration with excel is required. If this is hpe:ttiogs sap.com201.0a6icope-planring! Dear resting Saee? (L)Automat valuation © Enterplannin El alison Strategy Using Yatton c GEE TostParametorsot/ Dept lan ee _Disibaion Keer Perec Disibatin Hi Distiouton Key Currency eee + Distnouton key Quanttes am @ valuston ‘Access i $ Revauston L bent rao esa 3 Porod tno eo eee & Delete m2.rairor9 (COPA Panning | SAP Blogs not ticked, the excel integration will not work with COPA planning framework. The next step is to define the planning layout. The planning layout will determine how the screens will look like when the planning data is entered and which fields would appear onthe screen. The planning layout can be created/modified using transaction code KE15 or KE16 or through the parameter set by click on “Create” icon. Planning Framework : Overview [SET [TestParameterset (COPA Panning Tost Plan Paciage ccurency eR PrMiTopsom |] a carsonea Penne || er eet ase TestParamdierSet Soi Display panning dats Copy ee Enter the layout description, name and choose the Characteristics as Header and Lead Columns as required hpe:ttiogs sap.com201.0a6icope-planring!anne COPA Planning | SAP Blogs Choose the value fields that are needed and save [create Planning Layout Layout Layourt Test Layout Selected | Revenue atch Packs Stock Value Extemal Commission Admin, Overhead Licensing Fees ‘Sales overhead costs Other discounts - ‘Outgoing freight Price reduction ‘Quantity discount ‘Sales quantity Co [Performance Assistant Layout "LAYOUT‘1" has been created Check if the layout meets the requirements. This can be done in transaction code KE15 or KE16 hpe:ttiogs sap.com201.0a6icope-planring!2avni0%9 COPA Planning | SAP Blogs pamingLaout Eat Solo Evnss Foumating Eovonmen_&y Report Paint = for cou avenue Stone Value. AORTA Overhead Sales Oveteae ax m0 “Stace “aco” “Sto dba ox Comm mergn same ] i i E (012.2099 neoemba ooooo4 Other options for editing are available hps:ttiogs sap.com201S0a6/cope- planning! somerannor9 COPA Planning | SAP Blogs Frama Layod (Eat 60 | Bae Femnatng | Enfonmont sy | Gen, data selection Ie Element , ‘eport Paint a Append add. fields ‘anning Layout New lead column ‘GiPlanning aye Select >| Sortead columns EB 8-GENI1 | setectedarea »| Hide o5APH |— he BON eam Hen coms goons ee Environment Syst REG) for input yn Number format FB Header text length 1 Allrows . Column , ‘All columns , Undo formating The planning framework is now complete and we can now execute planning Planning without Excel Integration Ensure that Integrated Excel check box is not ticked in the parameter set in transaction code KEPM hps:ttiogs sap.com201.0a6lcope-planring! sieanne COPA Panning | SAP Blogs Double click on the parameter “SET1’, This would open the planning screen. \ggregated values a re [© MP Pianningievets | CO Ava [se ‘Kostanrechnungskrsis SEOT SR ieee | [= aes 068 Lower” tre) = f ee a a. Now enter the planned values and save ‘cut Template Se ostaneemangesl S01 Opersng concen arene hpe:ttiogs sap.com201.0a6icope-planring! saneanne COPA Planning | SAP Blogs You can check the posting in KE25 or use the path in the menu path as under: © KE30- Execute Report ‘© Display Line ttem List » |) [> cat ss = vin = Document mbar Cc) «# J [=I Geterced eo ne = “Reference document number jd a [| ml) Oh ‘Cost element » | [>| company ne i a casoner Se Product i [__Asaitionat setections.__| [__Vatue Field Selection... | i? =A — © Q Read ace. tp curent sucre Bitead a cas (re Planning with integrated Excel Excel is integrated in the standard SAP planning screen. The checkbox should be ticked in the transaction code KEPM hpe:ttiogs sap.com201.0a6icope-planring! samerannor9 COPA Planning | SAP Blogs Now double click on the parameter set to open the excel based planning screen @ rset taeda poten wy com Macros have been disabled. Macros might contain viruses or other security hhazards, Do not enable this content unless you trust the source of ths fle. More information Once Macros are enabled, embedded excel screen opens in SAP Interface “TestPlan Pacage COG | 2 Company C= S04 Country Temmlate SE 3 COAes SEI Kostenechnungskreis SEOY 4 Cursney typ 0 Operating concom curency | 5 Fetiodiyear” 001.2003 To 01 2009 [= Version 0 Planiactua version Enter pannin 7 Record Type Dir posting fom FI * GS ePanmewrsn ‘& Display plane § cony 1 Forecast Top-down die Ratos vatuston 8 Diveion Country Revenue ‘Stock Valuo Admin. Over Solos Overhead 2 [io "1 2 a [aa 5 hpe:ttiogs sap.com201.0a6icope-planring! saepanos COPA Planning | SAP Blogs 2 Company CcSEO1 ‘County Template SE 3COAres SEDI Kosterechnungsiees SEDI 4 Cueney tye60 Operating concern currency 5 Poviodiyosr 001.2003 To 04.2009 Planictual version Dic posting fom F Stock Value Admin, Ove Sales Ove Once the planned data has been entered, save the planned data [= information @ pia cas ies pesca win aocumeninimer ‘0000000001 Planning with Excel Upload Ensure that the Integrated Excel checkbox is ticked in the Parameter set. Double click on the same and go to Excel Integrated planning screen. Enable the macros. In the planning screen go to Setting and click on Formatting hps:ttiogs sap.com201.0a6lcope-planring! 02panne COPA Planning | SAP Blogs wy Planning deta Edit Setings System Help @ a Change Sales and Profit Lead columns. Change entry currency Chrieshit+r6 Sa (COPAPlanning SA | Home |_tnsert @EPACKI © TestPianPackage COO ms This will generate a file description as shown below [= information 4 @ Fic cescipion ea ce isco sir oTtvouTinas, been generated (COPA Planning Test PlanPackage COB Now click on “Save File Description” File description 02_CE1S001_SAP_OOILAYOUT( was saved hpe:ttiogs sap.com201.0a6icope-planring! 602anne COPA Planning | SAP Blogs Now click on “Save Excel Layout” to save the Excel worksheet in the SAP System. je Excel fle template was imported okay Now click on “Generic file” to enter a generic file name, This name must consist of a string of characters (upper case), an asterisk (*), and the file suffix ".TXT" (example: PLAN*TXT). When you later upload Excel files into the SAP System, this generic file name links the file on your local PC to the file description. After this save the overall planning as shown below: (@ Exceliile reference and fle description have been saved hpe:ttiogs sap.com201.0a6icope-planring! wee2avni20%9 COPA Planning | SAP Blogs In the excel planning screen, do file "Save as" to save the Excel Planning Layout for future use : Example the excel layout is saved as "PLANI” on your Local computer. Once the file is saved on the local ‘computer, itis not required to come again to KEPM and execute all the steps for generate of the excel template, Just use the saved excel file, enter the planned data as TXT and upload the same using transaction code KEI3N Company Ge SEO? Country Template SE CO Area SECI ostorrochnungstaie SEO1 Cureney typ Operating cancer cureney Poviodiysar 091.2009 To oo12009 Version Planlactal version Dic postig tom Fl Siock Value Adrin.OveilSales Ovehead sane2avni20%9 COPA Planning | SAP Blogs Save the file in TXT format Filename: PLANL ‘Saveas type: | Text (Tab delimited) Go to KE13N or use the path as below: SAP Easy Access hps:tbiogs sap.com201S0a6/cope- planing! 902COPA Planning | SAP Blogs Flexible Upload ‘Operating concom ‘Type of Profitability Anaiysis fy ‘Planning layout ‘import single hie ‘Omportite direcory Pat orfle File descriptions You can check the planned data in KE25. Alert Moderator Assigned tags FIN Controlling | FIN (Finance) | SAPERP | SAPS/4HANAFinance | copa | View more, Related Blog Posts hps:ttiogs sap.com201S0a6/cope- planning!anne COPA Planning | SAP Blogs COPA Planning Upload through Excel Part 1 By Srinivas Salpala . Jun 11, 2013 COPA Planning Upload through Excel Part -2 By Srinivas Salpala . Jun 11, 2012 Sales Planning and Profit Margin Calculation in Profitability Segment By Former Member , Sep 24, 2013, Related Questions COPA Planning By Former Member , May 12, 2009 COPA PLANNING using variables By Former Member , Oct 26, 2016 COPA Plan Valuation(KEPM) not updating the COGS value fields By Former Member , Jul23, 2009 38 Comments You must be Logged on to comment or reply to a post. Y Former Member September 27,2013 at 4:23.am hi, its good, helpfull, thang you Regards: Kiran Like (0) Former Member December 12, 2013 at 9:35 am Hello, Good and useful information. Thank you very much. hitps:iblogs sap.com20tace26icope-panring! zineanne COPA Planning | SAP Blogs br erwin Like (0) g Srinivas Salpala December 12, 2013 at 11:37 am Hi, Nicely presented!!! BR, Srinivas Salpala Like (0) Y Former Member December 12, 2013 at ILS am Hi Excellent Document Thanks Much Like (0) @ Former Member January 8, 2014 at 958. am Very informative..!! Like (0) g Selvakumar Natarajan January 8, 2014 at 10:04 am hi, very useful , thank u very much. Like (0) hpe:ttiogs sap.com201.0a6icope-planring!panne COPA Planning | SAP Blogs Q Former Member January 8, 2014 at 10:36 am Very informative...!! Regards K.L.Paliwal Like (0) @ Verammadusman Raza January 10, 2014 at 455 am This is really very informative. thanks but what if we have a change in plan, Copa planning cant change the characteristics after save, is there any solution for that, please share Like (0) Former Member April15, 2014 at 7:22 am Hi This is really very informative thanks keep sharing Trinath Like (0) Y Former Member April17,2014 at 12:27 pm Hi. lam trying to double click on the parameter set after having saved the layout, the system is giving the message that “No plan data exists for the specified general data selection” Kindly help hpe:ttiogs sap.com201.0a6icope-planring! zaraanne COPA Planning | SAP Blogs Manish Like (0) Y Former Member May 15,2014 at 6:16 am Very Informative, Regards santanu Like (0) & Former Member July 28, 2014 at 2:14am Thank you very much for your document, Can you guide me how to automatically derive COGS and Sales value in planning, Like (0) Q Former Member July 31, 2014 at 7558. am Very Helpful Document-Thank You very much. Like (0) g Sanil Bhandari | Post author July 31, 2014 at 4:37 pm Thanks Indraneel Regards Sanil Bhandari Like (0) hpe:ttiogs sap.com201.0a6icope-planring!anne COPA Panning | SAP Blogs 2 Jeffrey Holdeman July 31, 2014 at 2:22 pm ‘Thanks for sharing this document. Perhaps you could make a copy on the SDN Wiki for Profitability Analysis ? Like (0) g@ Sanil Bhandari | Post author July 31, 2014 at 4:37 pm. Hi Jeffery Thanks for the appreciation. Sure, | will make a copy there. Regards Sanil Bhandari Like (Q) Q Former Member ‘August 26,2014 at 7:20 pm Estimados, buenas tardes. Muy buena la explicacién. me gustaria aprovechar este comentario para hacer una consulta Consulta, necesito planificar en 2 monedas en PA. tengo la SOC PA en USD yla COen CLP. cuando planifico en USD en la SOC PA ingresa los valores en CLP. si planifico 3 USD en la KE25 muestra los 3 multiplicados por el tipo de cambio. Ejemplo: hpe:ttiogs sap.com201.0a6icope-planring! 5182anne COPA Panning | SAP Blogs ingreso 3 USD y el tipo de cambio es 540 clp en PA me registra 1620 CLP, en ninguna parte me deja registro que planifique en USD. como puedo saber eso. Saludo. Cristianzick Like (0) Y Former Member September 2, 2014 at 420 pm Hello, Excellent Document Regards, Suman Like (0) Q) serit Bhandari | Post author ‘September 3, 2014 at 5:49 am_ Thanks a million Suman Cheers Sanil Like (0) & Former Member September 10, 2014 at 4:33 am Wonderful... Very helpful Like (0) hpe:ttiogs sap.com201.0a6icope-planring!rans COPA Panning | SAP Blogs g Sanil Bhandari | Post author September 10, 2014 at 4:36 am Thanks much Regards Sanil Bhandari Like (0) & Former Member October 10, 2014 at 6:41.am Very very useful document. Regards Nayeemullah Ansari Like (0) Q) sarit Bhandari | Post author october 10,2014 at 7:22 am Thanks much regards Sanil Bhandari Like (0) & Former Member February 17, 2015 at 6:23.am Thank you! very helpful and explained well. Like (0) Q) sonit Bhandari | Post author February 20, 2015 at 9:34 am Thanks, hpe:ttiogs sap.com201.0a6icope-planring! aeanne COPA Planning | SAP Blogs Like (0) B sanket Sachde February 19, 2015 at 117 pm Informative and very well explained. Thank you Regards, Sanket Sachde Like (0) g Sanil Bhandari | Post author February 20, 2015 at 9:34am Thanks a lot regards Sanil Like (0) @ Former Member February 24, 2016 at 11:37 am Thanks a lot. Very useful document. Like (0) Q Andreas Doms March 19, 2015 at 151 pm Thanks a lot for this. am getting a message “Maintain number range for planning record type B” and can not continue with saving the plan values. Can anybody help? Thanks, hps:ttiogs sap.com201.0a6lcope-planring! arseanne COPA Panning | SAP Blogs Andreas Like (0) Q Former Member April 10, 2015 at 4:21 pm I think that you have to check your planning layout Tcode KE15 Then choose Edit -> Gen. data selection -> Gen. data selection and choose B for record type hope that do the job. Best Regards, Seif Like (0) @ Former Member April 10, 2015 at 417 pm Thank you for this work Very helpfull Like (0) @ _ wrisankar Verna October 1, 2015 at 9:06 am Good work Sanil SEM-BPS is more robust, however most of the the fundamentals of COPA Planning and SEM-BPS are the same. Like (0) Q) sanit Bhandari | Post author October 1, 2015 at 10:08 am Thanks a lot Ravi Sankar Venna Appreciation from you is always an immense morale booster hpe:ttiogs sap.com201.0a6icope-planring!anne COPA Panning | SAP Blogs regards Sanil Bhandari Like (0) Q Former Member May 28, 2016 at 6:30 am Very Nice document sanil Just check if you can add automatic planning also in this. Thanks ma Mahesh Rathi Like (0) Q Former Member January 25, 2017 at 12:25 pm Hi, Ihave followed the steps which you have given and it works excellent. But now | am facing a small concern | am not able to edit the period of posting, All my docuemnts are getting posted in 001.2016. | am not able to change the period. Can u please help me how to change the period/year? Thanks, Divya Gunasekaran. Like (0) Q Tomisiavazinovic October 9, 2017 at 12:54pm hpe:ttiogs sap.com201.0a6icope-planring!anne COPA Panning | SAP Blogs Hi Sanil, very nice document with useful instructions. Iam new to copa planning and did everything following your instructions and still getting the same error: file description does not exist, message no, DUEOIO. | read every thread and SAP note related to COPA planning issues and still cannot solve that isuue whatevar i try. | am workin on QAS client of ERP 6.0 EHP 8 on Hana and using Excel 2016. | would really appreciate if you can advise me what to do to find out cause of the problem or solve the issue? Best regards, Tomislav Like (0) Q savar Kran August 28, 2019 at 10:18 am Hi Sanil, Nice job Abighelp for all of us here Keep up the good work Would love to see more on using ke30 ke31 & assessment cycles Regards, Sadat Khan , CMA Like (0) Q dra mtatias October 3, 2019 at 1:25 pm Very helpfull, thanks. hitps:iblogs sap.com20tace26icope-panring! iezanra0r9 COPA Planning | SAP Blogs One note, in S/4 is not possible display data in KE25 until instal OSS note 2332929, Find us on Privacy Terms of Use Legal Disclosure Copyright ‘Trademark Preferencias para cookies Newsletter ‘Support hpe:ttiogs sap.com201.0a6icope-planring!