Planning Apps for Sales (1O0)

Several applications are available for sales planning in the SAP suite of products. Some of these may require separate installations and/or licensing or are available in industry solutions or as add-ons only.

SAP S/4HANA Cloud now contains two applications that can be used to enter sales plans and to compare values of these plans to actual sales values recorded over time.

This scope item describes how to use Planning Apps for Sales to import sales plans to the SAP S/4HANA Cloud system and how to compare these plans to the actual sales data recorded over time.

• Enable use of customer or customer group as a dimension by the ability to export master data to the application.
• Improve capacity of a sales manager to handle sales planning effectively by providing easy access to various sales plans.
• Increase ability of a Sales Manager to create, manage, update and copy sales plans.

With the Manage Sales Plans app you as a sales manager can create, change, release, and display sales plans. In a sales plan, you set sales targets on various dimensions for a planned period. You can add dimensions to define the granularity of your sales plan. For example, you can set sales targets for specific materials sold to specific customers.

• Search for sales plans using a free text search or filter criteria.
• Display sales plan status (not released / released).
• Display the sales plan list.

Sales plan status not released indicates that the sales plan is saved but not released. When a sales plan has this status, it can be copied or released. For a saved plan, you can only change its currency, version, and plan data. If you do not save your sales plan, the system automatically saves it as draft.

Sales plan status released indicates that the sales plan is released and is therefore read only. When a sales plan has this status, it can be copied or reopened for editing.

All your created sales plans are displayed in the sales plan list. You can create, copy, release, reopen, and delete sales plans directly from the list. You can sort and group sales plans. For example, you can group the versions with the same sales plan name.

You can define the following attributes of your sales plan:

• Sales plan name and description.
• Version name and description.
• Planned from date and planned to date.
• Planned By (your sales targets are allocated to months, quarters, or years within the planned period).
• Planned For (specifies what your sales targets stand for). You have the following options: Incoming Sales Orders (net value), Sales Volume (total invoiced sales).
• Currency for displaying sales targets 
  • Upload plan data to the sales plan.
  • Release your sales plan.

You can create multiple versions of the same sales plan. For example, depending on your needs, you could create a standard version and an optimistic version. To do this, you copy an existing sales plan to a new version and adjust the copied version as required.

You can add dimensions to define the granularity of your sales plan. For example, you can set sales targets for specific materials sold to specific customers.

Based on the attributes and dimensions that you have defined for your sales plan, the system automatically generates a plan layout for you. You download this plan layout to an XLSX (Microsoft Excel) file and enter your plan data locally.

For further information, you can access the reference App documentation at SAP Fiori Apps Reference Library: Manage Sales Plans.