Downloading and Uploading a Planning Area

It is sometimes necessary to keep records of planning area configurations in a human-readable format to fulfill documentation requirements on a project. The Download Planning Area Details option lets you download a planning area's content and its entities into CSV files.

You can download the details of a planning area into comma-separated values (CSV) files or download the configuration as a binary file, which you can then upload to a different system.

Note that the separate business catalog controls the usage of the option of a configuration download as a binary file.

Download is available from the Planning Areas app.

When choosing the function Planning Area Details, the content of the planning area and its entities are downloaded into several comma-separated values (CSV) files.

The files list the details of master data types, key figures, time profiles, attributes, operators, planning horizons, versions, attributes as key figures, planning levels, snapshots, and general info.

When choosing the function Configuration as a Binary File, the content of the planning area and its entities are downloaded as a single file (archive). It is important to avoid making changes to the content of the file.

Planning area configurations you've previously downloaded from a system using the download configuration as binary file function can be uploaded to another system that uses an equivalent version of SAP Integrated Business Planning for Supply Chain.

The upload configuration from the binary file function enables you to create a planning area in a system based on a configuration in another system. You can, for example, upload a planning area to your development system from a file previously downloaded from another system rather than copying a sample planning area. The planning area can then be transported to other systems of your system landscape, such as the test system, using the Export Software Collection and Import Collection apps.

You can use the upload function for an initial upload of a planning area into your system landscape but not for moving the planning area between systems of your landscape, especially if the transport link exists and you use the export and import functions of the Export Software Collection and Import Collection apps.

You should never use the upload from binary file function to upload a planning area directly to a production system.

You can upload a configuration from a binary file in the Planning Areas app. After choosing Upload on the planning area worklist, you can select the file to be uploaded in the Upload Configuration dialog.

The configuration that you upload must fulfill the following requirements:

• The planning area can't have an ID already in the system.
• The planning area can't use a time profile with an existing ID in the system.
• Master data types must use a prefix not used by other planning areas already existing in the system.