b63 bpc075 bb configguide en de

8/10/2019 b63 Bpc075 Bb Configguide en De

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SAP BusinessObjectsPlanning andConsolidation 7.5,version for theNetWeaver latfor!

Sete!ber "#$$

%nglish

PL Planning (B63)

SAP A&'iet!ar()o(Allee $*' *+$+# Walldorf&er!an

Building Bloc- Configuration &uide


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SAP Best Practices P Planning /B*012 Configuration &uide

Copyright

3 "#$$ SAP A&. All rights reserved.

No art of this ublication !a be reroduced or trans!itted in an for! or for an urose 4ithout theeress er!ission of SAP A&. 6he infor!ation contained herein !a be changed 4ithout rior notice.

So!e soft4are roducts !ar-eted b SAP A& and its distributors contain rorietar soft4are co!onentsof other soft4are vendors.

icrosoft, Windo4s, %cel, Outloo-,and Po4erPointare registered trade!ar-s of icrosoft Cororation.

8B, 'B", 'B" 9niversal 'atabase, Sste! i, Sste! i5, Sste! , Sste! 5, Sste! , Sste! :,Sste! :$#, Sste! :+, :$#, :+, iSeries, Series, Series, :Series, eServer, :;*, POW%>5?, POW%>5, POW%>, OenPo4er, Po4erPC, BatchPies, BladeCenter, Sste!Storage, &P@S, )ACP, >%6A8N, 'B" Connect, >AC@, >edboo-s, OS;", Parallel Ssle, eader are either trade!ar-s or registered trade!ar-s ofAdobe Sste!s 8ncororated in the 9nited States and;or other countries.

Oracle is a registered trade!ar- of Oracle Cororation.

9N8, ;Oen, OS@;$, and otif are registered trade!ar-s of the Oen &rou.

Citri, 8CA, Progra! Neighborhood, eta@ra!e, Win@ra!e, ;0, SAP NetWeaver, 'uet, Partner%dge, B'esign, SAP BusinessObjects %lorer, Strea!Wor-, andother SAP roducts and services !entioned herein as 4ell as their resective logos are trade!ar-s orregistered trade!ar-s of SAP A& in &er!an and other countries.

Business Objects and the Business Objects logo, BusinessObjects, Crstal >eorts, Crstal 'ecisions, Web8ntelligence, celsius, and other Business Objects roducts and services !entioned herein as 4ell as theirresective logos are trade!ar-s or registered trade!ar-s of Business Objects Soft4are td. BusinessObjects is an SAP co!an.

Sbase and Adative Server, iAn4here, Sbase 0*5, SD An4here, and other Sbase roducts andservices !entioned herein as 4ell as their resective logos are trade!ar-s or registered trade!ar-s ofSbase, 8nc. Sbase is an SAP co!an.

All other roduct and service na!es !entioned are the trade!ar-s of their resective co!anies. 'atacontained in this docu!ent serves infor!ational uroses onl. National roduct secifications !a var.

6hese !aterials are subject to change 4ithout notice. 6hese !aterials are rovided b SAP A& and itsaffiliated co!anies /ESAP &rouE1 for infor!ational uroses onl, 4ithout reresentation or 4arrant ofan -ind, and SAP &rou shall not be liable for errors or o!issions 4ith resect to the !aterials. 6he onl4arranties for SAP &rou roducts and services are those that are set forth in the eress 4arrantstate!ents acco!aning such roducts and services, if an. Nothing herein should be construed asconstituting an additional 4arrant.

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SAP Best Practices P Planning /B*012 Configuration &uide

Icons

Icon Meaning

Caution

%a!le

Note or 6i

>eco!!endation

Snta

%ternal Process

Business Process Alternative;'ecision Choice

Typographic Conventions

Type Style Description

Example text Words or characters that aear on the screen. 6hese include fieldna!es, screen titles, ushbuttons as 4ell as !enu na!es, aths and

otions.

Cross(references to other docu!entation.

Example text %!hasi:ed 4ords or hrases in bod tet, titles of grahics and tables.

%AP% 6%6 Na!es of ele!ents in the sste!. 6hese include reort na!es,rogra! na!es, transaction codes, table na!es, and individual -e4ords of a rogra!!ing language, 4hen surrounded b bod tet, forea!le, S%%C6 and 8NC9'%.

Example text Screen outut. 6his includes file and director na!es and their aths,!essages, source code, na!es of variables and ara!eters as 4ell asna!es of installation, ugrade and database tools.

EXAMPLE TEXT Fes on the -eboard, for ea!le, function -es /such as F21 or the

ENTER-e.

Example text %act user entr. 6hese are 4ords or characters that ou enter in thesste! eactl as the aear in the docu!entation.


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SAP Best Practices P Planning /BP512 Configuration &uide

Contents

P Planning................................................................................................................................. 5

$ 9se....................................................................................................................................... 5

" 6er!inolog.......................................................................................................................... 5

0 PrereGuisites........................................................................................................................5

= Navigation in the Sste!.....................................................................................................5

5 Configuration........................................................................................................................ *

5.$ 9loading 6e!lates.....................................................................................................*

5." Creating Business Process @lo4...................................................................................7

5.0 Creating BP@ 8nstance.................................................................................................$"

* 6est and 9se......................................................................................................................$0

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PL Planning

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1 Use6his scenario describes ho4 to uload the inut schedules delivered for the BP Profit and ossState!ent alication. 8n the BP Profit an oss State!ent alication the lanner lans rofit andloss data, )C data and revenue. >evenue data is uloaded fro! the BP Sales alication.)C data can either be uloaded fro! the )C alication or H if the )C scenario is not

installed Hlanned directl in the Profit and oss alication.

Ter!inology

6his docu!ent refers to the Business Planning and Consolidation alication also -no4n asBPC. 6he ter! BPC is freGuentl used in this docu!ent because this is ho4 the alication iscalled in the user interface.

"pplication Sets

An alication set is a grou of alications. An alication set contains a set of di!ensions that!a be shared a!ong its alications.

"pplications

An alication is a functional unit used for a articular urose /for ea!le2 finance alication,sales alication1. Alications !a share di!ensions 4ith other alications 4ithin the sa!ealication set, or have di!ensions that are uniGue.

Di!ensions

'i!ensions consist of !e!bers. 8f the !e!bers of the di!ension are arranged in a hierarchicalorder, the relationshi bet4een !e!bers is described 4ith ter!s such as Parent, Child,andSibling.

Properties

'i!ension !e!bers are described b roerties.

Data

'ata is described b di!ension !e!bers.

3 Prere#$isites

Before ou start installing this building bloc-, ou !ust install rereGuisite building bloc-s. @or!ore infor!ation, see the Building Bloc- PrereGuisite atri /PrereGuisitesIatriIJxxKIJyyKIJzzK.lsL the laceholder JxxK deends on the SAP Best Practices version ou use, e.g. BPC refersto the SAP Best Practices SAP BusinessObjects Planning and Consolidation 7.5, JyyK deends onthe language version, e.g. %N for %nglish language, and JzzK deends on the countr version, e.g.CN for China2 Prerequisites_Matrix_BPC_EN_DE.xls1. 6his docu!ent can be found on the SAPBest Practices docu!entation '


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Once ou have chosen one of the otions !entioned above, ou see the&"ti!n Paneon theright(hand side of our screen, 4here ou can select our tas-s and activities. With the buttons

on the to ou can see details on the session infor!ation, the login infor!ation and thecurrent vie4 /C


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0. 8n BPC for %cel fro! the !enu, choose )ile*pen. 8f there is a !essage MMa"r!s ha+e

been disabled disears, select *pti!nsbutton, then select Enable this "!ntent.

=. Bro4se for the Mis"B- folder on the SAP Best Practices for BPC docu!entation '


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' Creating B$siness Process +lo-

$. On the S&P BPC %aun"hPage, choose BPC &dministrati!n.

". On the BPC &dministrati!nage, choose Manage Business Pr!"ess )l!4s.

0. ogon to our S&P_BP_Planning alication set. 6he Ad!in console is dislaed.

=. @ro! the hierarchical vie4 on the left side of BPC Ad!inistration, select Business Pr!"ess)l!4s.

5. @ro! the Action Pane, selectCreate ne4 BP) template.

*. 'efine the Setu >eGuire!ents /Ste A1 to !atch the follo4ing /adat the e!ail address tothe ones ou !aintained for the user RController1as follo4ing tables2

+iel* na!e User action an* val$es

Business Process @lo4 Na!e P Planning

Business Process @lo4 descrition Profit oss State!ent Planning

What is the Controlling Alication PIPlanning

7. Choose C!ntinue t! Setup Step B at the lo4er right(hand corner of the 4indo4.

Q. 'efine the Setup 0equirements/Ste B1 as reference fro! follo4ing table2

Di!ension I*entity Di!ension

Categor

PIACC6

PICC

>tCurrenc

6i!e

+. Choose C!ntinue t! Setup Step Cat the lo4er right(hand corner of the 4indo4.

$#. 'efine the Setup 0equirements/Ste C) to !atch the follo4ing

"vaila.le /ie- .y Selecte*

6ea!s @8 6ea!

6ea!s )> 6ea!

6ea!s 86 6ea!

6ea!s Sales 6ea!$

6ea!s Sales 6ea!"

9sers Jdo!ainKTBPCISSA'8N

ou need to select a tea! of 4hich ou are a !e!ber.

$$. Choose Next to continue. 6he De(ine Steps5Sub6Stepsscreen is dislaed.

$". Choose&dd.

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$0. 'efine the sub(ste using the follo4ing infor!ation, then select OKand confir! the dialogbo&n a"ti!n "ann!t exist at a step le+el74ith 8es.

$=. Create BP@ structure as follo4ing table2

0o- *o yo$ -ant to a**yo$r B$siness Process

+lo-

2hat is the na!e an*instr$ction or the ne-

steps$.4step

Instr$ction

Select Add... P Planning P Planning

Select Add a ne4 sub(ste Confir! Sales Planning 'ata Confir! Sales Planning 'ata

Select Add a ne4 sub(ste Confir! )C Planning 'ata Confir! )C Planning 'ata

Select Add a ne4 sub(ste P Planning P Planning

Select Add a ne4 sub(ste Sub!it P Planning Sub!it P Planning

Select Add... >evie4 and Arove >evie4 and Arove

Select Add a ne4 sub(ste >evie4 Planning 'ata >evie4 Planning 'ata

Select Add a ne4 sub(ste Arove P Planning Arove P Planning

Select Add... Confir! Cororate P Confir! Cororate P

$5. Choose M!di(y...to !aintain ste roerties as follo4s2

6he ste roerties of a sub(ste is sa!e as the arent ste, so ou just need to

!atain the ste roerties of the arent ste.ou need to choose De(ine Step 0egi!n Criteria...to !aintain so!e roerties bello4.

Steps "llo-,eopen

5peningCriteria

Choose *river*i!ension

Chooseo-nerproperty

Driver Di!ensionMe!.er Selection

PPlanning

es All Ste>egions

PICC OWN%> 'i!ension !e!bers2Corerate)D

Selection Criteria2BAS

>evie4and

Arove

es atchedSte>egions


Selection Criteria2BASConfir!CororateP

No All Ste>egions


Selection Criteria2S%@

$*. Choose Nextto continue.

$7. On the De(ine &"ti!nsscreen2

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Steps Interace Tas &a!e7Para!eter /al$e

"pplication

C$rrent /ie-

Confir! SalesPlanning 'ata

8nterfacefor %cel

Oen6e!late

>%PO>6STB*$I>P6ISalesPlanning.lt

SalesIPlanning

Categor2 e!beroo-u2 PAN

Custo!er2 8nherit fro!

CtCurrenc2 8nheritfro! CIS"

Ste ". >evie4 and Arove

PCC.@inancial'et Jdo!ainKT&>I@8

PCC.)>'et Jdo!ainKT &>I)>

PCC.86'et Jdo!ainKT &>I86

PCC.Sales6ea!$ Jdo!ainKT &>IS$

PCC.Sales6ea!" Jdo!ainKT &>IS"

Ste 0. Confir! Cororate P

PCC.Cororate)D Jdo!ainKT &>ICO>P

$". Choose )inish. An instance 4ith 8' of ti!e selected is created, 4hich is inactive.

$0. @ro! the hierarchical vie4 on the left side of BPC Ad!inistration, select Business Pr!"ess)l!4. Select Manage BP) nstan"eon Action Pane.

$=. On the Manage BP) nstan"escreen, choose BP@ te!late 'CM Planningand status

na"ti+e..

$5. Choose0e(resh.

$*. Choose the chec-bo before the instance created before and choose&"ti+ate.

$7. Choose*1.

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,es$lt

ou have created a BP@ instance and activated it.

6 Test an* Use

>efer to the Business Process 'ocu!entation of this scenario to find out ho4 to carr out thebusiness rocesses.

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b63 bpc075 bb configguide en de

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