New UI for Cost Center Planning with SAP ECC 6.0 EhP6 August, 2012
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New UI for Cost Center Planning Motivation Benefits Cost Center Primary Cost Planning: The Role Model Other Renovated Planning Applications Implementation Summary
Typical Customer Situation Today Type of Solution Advantages Disadvantages Excel native Total flexibility Coordination difficult No integration High effort Planning tool Modeling capabilities Low integration High TCO Planning in ERP Integration in ERP Not flexible No Excel, No Web UI 2012 SAP AG. All rights reserved. 4
Customer Requirements Results of Customer Engagement Initiative Flexible configuration of user interface Directly integrated in ERP Data integration (no replication, no redundant data) Authority checks, Locking, Master data checks, Planning table should be similar to reporting layout, but with input enabled columns Many rows, many columns needed (several years, several versions, several projects, ) Formulas needed (e.g. actual/plan comparison) Excel as optional frontend 2012 SAP AG. All rights reserved. 5
Our New Solution Brings Together All Advantages Modeling capabilities New UI for Cost Center Planning Flexible UI ERP integration 2012 SAP AG. All rights reserved. 6
New UI for Cost Center Planning Motivation Benefits Cost Center Primary Cost Planning: The Role Model Other Renovated Planning Applications Implementation Summary
Benefit 1: Reduced TCO Get rid of separate planning systems Get rid of Excel sheets flying around You have all in one single system Integration to Master Data and Customizing Integration into ERP Processes ERP System SAPGUI Web Dynpro Analysis Office (Excel) Transactional Logic BW Planning Engine Database 2012 SAP AG. All rights reserved. 8
Benefit 2: High End User Acceptance Web Dynpro based UI 2012 SAP AG. All rights reserved. 9
Benefit 2: High End User Acceptance Excel based Analysis Office Client 2012 SAP AG. All rights reserved. 10
Benefit 3: Adaptable to Business Needs Leverages the Modeling Capabilities of the BW Planning Technology Query Designer Planning Modeler Leverages the UI Modeling Capabilities of the UI Clients Floorplan Manager for Web Dynpro Analysis Office for Excel 2012 SAP AG. All rights reserved. 11
New UI for Cost Center Planning Motivation Benefits Cost Center Primary Cost Planning: The Role Model Other Renovated Planning Applications Implementation Summary
Cost Center Primary Cost Planning Web and Excel Frontend Manual Data Entry Year and Period Planning Data Integration / Locking Customizing Integration List and Hierarchy Display Hierarchy: Disaggregation Planning Functions Excel Formulas Architecture and Adaptability Query Adaptations
Web and Excel Frontend Web Dynpro Analysis Office Both frontends use the same backend planning model Same planning queries and same planning functions All features described in the following are available in both frontends 2012 SAP AG. All rights reserved. 14
Manual Data Entry Copy and adapt lines Change Amounts Enter new lines 2012 SAP AG. All rights reserved. 15
Year and Period Planning Aggregate periods to year Change year value Analog distribution to periods Change period values Aggregate periods to year 2012 SAP AG. All rights reserved. 16
Data Integration / Locking New planning applications use same tables same locking concept as ERP planning transactions 2012 SAP AG. All rights reserved. 17
Customizing Integration ERP Customizing is interpreted, e.g. Cost center locked for planning Validity date of cost center Version locked for a certain year Etc. Cells not editable 2012 SAP AG. All rights reserved. 18
List and Hierarchy Display Planning in Hierarchy Grouping Aggregation and Disaggregation Planning in List Sorting Filtering Add new line 2012 SAP AG. All rights reserved. 19
Aggregation and Disaggregation in Hierarchy Starting Point Top-Down: Disaggregate down to lower levels Bottom-Up Aggregate to top levels Mixed Aggregate top and distribute down 2012 SAP AG. All rights reserved. 20
Planning Function: Copy Planning functions on buttons on tab change on save Customer specific planning functions via transaction RSPLAN 2012 SAP AG. All rights reserved. 21
Planning Function: Copy Planning functions on buttons on tab change on save Customer specific planning functions via transaction RSPLAN 2012 SAP AG. All rights reserved. 22
Planning Function: Copy Planning functions on buttons on tab change on save Customer specific planning functions via transaction RSPLAN 2012 SAP AG. All rights reserved. 23
Planning Function: Revaluate 2012 SAP AG. All rights reserved. 24
Planning Function: Revaluate 2012 SAP AG. All rights reserved. 25
Planning Function: Revaluate 2012 SAP AG. All rights reserved. 26
Analysis Office: Excel Formulas Formulas Calculate input values use additional columns for side calculations Macros for advanced features 2012 SAP AG. All rights reserved. 27
Architecture and Adaptability SAP GUI ERP System Presentation Layer Web Dynpro Analysis Office Adapt Web Dynpro Application Create own Analysis Office workbooks Application Layer Transactional Logic BW Planning Engine Query MultiProvider VirtualProvider Planning Functions Change Queries Create own planning functions Database Layer Create own InfoProvider Table InfoCube 2012 SAP AG. All rights reserved. 28
Query Adaptations Customers want to see Actual values Plan values from other years/versions Formula columns Planning is like Reporting having editable columns 2012 SAP AG. All rights reserved. 29
Edit Query: Starting Point 2012 SAP AG. All rights reserved. 30
Edit Query: Add Other Plan Column 2012 SAP AG. All rights reserved. 31
Edit Query: Maintain Other Plan Column 2012 SAP AG. All rights reserved. 32
Edit Query: Add Formula Column 2012 SAP AG. All rights reserved. 33
Edit Query: Maintain Formula 2012 SAP AG. All rights reserved. 34
Result: Web Dynpro Actual last years Plan last year Formula column 2012 SAP AG. All rights reserved. 35
Result: Analysis Office Actual last years Plan last year Formula column 2012 SAP AG. All rights reserved. 36
New UI for Cost Center Planning Motivation Benefits Cost Center Primary Cost Planning: The Role Model Other Renovated Planning Applications Implementation Summary
Other Renovated Planning Applications All renovated Financial Planning Applications are built according to the same pattern All features described with cost center primary cost planning are available in all renovated financial planning applications (if applicable) Web and Excel Frontend Direct write-back to ERP tables Highly adaptable via BW Query List and hierarchy display Planning functions 2012 SAP AG. All rights reserved. 38
Cost Center Activity Input Planning Apply Price Enter Activity Quantity 2012 SAP AG. All rights reserved. 39
Cost Center Activity Output Planning Enter Activity Calculate Output Enter Prices 2012 SAP AG. All rights reserved. 40
Project Overall Planning Project hierarchy Plan all years together Embedded Charts 2012 SAP AG. All rights reserved. 41
Project Cost Element Planning Project and Cost Element hierarchy Embedded Drill-down Report 2012 SAP AG. All rights reserved. 42
Project Activity Input Planning Apply Price Enter Activity Quantity 2012 SAP AG. All rights reserved. 43
New UI for Cost Center Planning Motivation Benefits Cost Center Primary Cost Planning: The Role Model Other Renovated Planning Applications Implementation Summary
SAP Delivered Planning Applications Cost Center Planning Cost Element Planning (Basic) Top Down Cost Element Group Planning Activity Input Planning Activity Output and Price Planning Project Overall Planning Overall Planning (Basic) Overall Planning (Additional Features) Project Cost Element Planning Cost Element Planning (Basic) Cost Element Planning (Additional Features) Cost Element Planning (Multiple Currencies) Top Down Cost Element Group Planning Activity Input Planning (Basic) Secondary Order Cost Planning (Basic) 2012 SAP AG. All rights reserved. 45
Implementation / Prerequisites / Systems Business Functions ECC 6.0 EhP6 SP0: FIN_CO_CCMGMT Project Planning ECC 6.0 EhP6 SP4: FIN_CO_CCPLAN Cost Center Planning Systems Included in software layer SAP_APPL Runs out of the box in the ECC system No BW system needed Licenses New planning applications with WebDynpro are part of standard ECC licenses Available optional Excel frontends Analysis Office (license needed) BEx Analyzer (no license needed) Embedded BW Setup Automated BW configuration for the embedded deployment scenario Easy content activation via content bundles No BW persistency in place, no ETL 2012 SAP AG. All rights reserved. 46
Starting The New Planning Frontends Easy Access Favorites User Menu NetWeaver Business Client for Desktop Excel Analysis Office BEx Analyzer NetWeaver Business Client for HTML 2012 SAP AG. All rights reserved. 47
New UI for Cost Center Planning Motivation Benefits Cost Center Primary Cost Planning: The Role Model Other Renovated Planning Applications Implementation Summary
Summary New Financial Planning Fully integrated into ERP Out-of-the-box No separate system needed Web and Excel UI Highly adaptable 2012 SAP AG. All rights reserved. 49
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