How to create a planning folder - Urgent

Question: Hi All, Manu,
Would you please help us with step by step instructions on how to create a palnning folder for an existing Planning Area.

we have the following Planning Area

ZPA1 - Planning Area
ZPL1 - Planning Level
ZMP1 - Manual Planning function

Now, how to convert this into a planning folder?

Thanks in advance.
- Gary

Answer:
Hi, this is the transaction for creating planning folders, if your area is for cross-application planning.

There are other transactions for specific planning applications.

You should check the documentation about this on the site
help.sap.com

Good work!
_________________
SemWave
FI/CO/SEM Consultant

Answer:
Use transaction UPSPM
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boonchai

Answer:
Hi Gary,

Use UPSPM - Planning Folder Customization.

I am persuming that you only have 1 layout for input/output so just drag the manual layout you mentioned on the left side to the right side under the layouts with lables and you can add the functions and variables as desired.

Rgds, Mary

Answer:
Hi All,
Thanks. Can you guys give me an idea whether in the manual layout screen, once you enter Amount in Doc currency, can the Group and Local amounts be calculated?
Thanks All, Mary.
- Gary

Answer:
Gary,

The 2 ways that I can think of quickly are :

1. currency translation planning function (it may need to be a sequence)
2. characteristic relationship (but it may need to be an exit).

But you need to be clear what kind of currency exchange rates you are using since plan rate would be different to actual rates.

Rgds, Mary

Answer:
Hi Mary,
Thanks and
I will try to clarify here. We upload everyday morning currenct exchange rates into BW-SEM system.

Once we enter the data in to the document currency field and then it should take the currency exchange rate from the currency exchange tables and calculate the local and group amounts. This is th emost crucial one we need to achieve.

The other aspect is, once we enter the document currency it should know based on the company code what is the loacl currecy and group currency and should automaticlly calculate the values acoorinngly. Is this possible.

Also you mentioned in your reply that
Please explain on how to use: currenncy translation planning function
and exit where to write?

THanks
- Gary

Answer:
Gary,

Which module are you using? If CCA or PCA, the standard extractors already extract the values in different currencies.

Otherwise are you using more a key figure model or an accounts model?
Are these actual values or plan values? If plan values, you need a plan currency rate type or are you talking about M rates?

The local currency is probably the company code currency which is an attribute of 0comp_code. Currency translation function can do the actual translation but you may need a planning sequence to do it. Check the help file for the syntax on currency translation.

If you need it to execute automatically, I think you can schedule a function but have not done it myself.

Hope this helps,
Mary

Answer:
Interesting to see this online tutorials to -Gary Alias Khalid Khan
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