Automatic Planning

In this IMG activity, you must determine the planning steps in your company and correspondingly prepare certain automatic planning steps:

Note

The function "Goto -> Variants" lets you maintain the selection variants so that you can carry out these automatic planning steps in the background as well.

Example

A typical sales and profit planning could look something like this:

1. You create a proposal for manual quantity planning by copying actual quantities of the current year to a plan version.
2. Then you revaluate the actual quantities based on plan assumptions in individual business areas, customer groups and geographical regions.
3. You manually adjust your sales quantity plan based on feedback from field service employees.
4. Then you automatically valuate the plan quantities based on price information from SD or based on average values or plan prices using ratios.
5. You check to what extent your goals are achieved and automatically transfer the plan quantities to Sales and Operations Planning to check production capacity.