SAP Knowledge Base Article - Public

2174656 - Unable To Delete The Released Forecast Planning Items

Symptom

An expected forecast planning item needs to be included in an existing liquidity forecast XYZ. However, an incorrect forecast planning item was released inadvertently, and the Delete option is grayed out.

Environment

SAP Business ByDesign

Reproducing the Issue

  1. Go to the Liquidity Management work center.
  2. Navigate to the Forecast Planning Items view.
  3. Select the relevant forecast planning item.

The forecast planning item has the status Released, and the Delete button is grayed out.

Cause

Forecast planning items can only be deleted while they are in In Preparation status. Once a forecast planning item is released, it cannot be deleted.

Resolution

A released forecast planning item can still be excluded from the existing liquidity forecast.

  1. Go to the Liquidity Management work center.
  2. Navigate to the Liquidity Forecasts view.
  3. Open the relevant liquidity forecast resulting from the liquidity forecast run.
  4. For released forecast planning items, select Refresh Planning Items.
  5. The forecast planning item data is added to the liquidity forecast.
  6. Review the added forecast planning item data and select Accept or Reject as required.
  7. Select Reject for the incorrect forecast planning item to exclude its data from the liquidity forecast.

 

Keywords

Liquidity Management, Liquidity Forecast, Forecast Planning Item, Forecast Planning Items, Released Status, Delete Option, Refresh Planning Items, Accept Forecast Planning Item, Reject Forecast Planning Item, Liquidity Forecast Run, Expected Items, Forecast Planning Item Data, Incorrect Forecast Planning Item, Liquidity Planning. , KBA , SRD-FIN-CLM , Cash and Liquity Managment , How To

Product

SAP Business ByDesign all versions