Maintain Plan Versions

In this activity you maintain plan versions for Profit Center Accounting.

Plan versions let you create and save parallel sets of plan data for the same profit center, because you can use several plan versions in parallel.

In the first step, you create the versions for general use in R/3 on the General version definition screen. On the basis of this general definition, you must then maintain control parameters for the individual applications.

For Profit Center Accounting, you have to maintain these control indicators for each controlling area and fiscal year. You do this on
the Settings for Profit Center Accounting screen.

Preconditions

Set the desired controlling area before maintaining your versions.

Activities

First the system displays the General version definition screen. Check whether the field Plan is selected for the desired version. If you want to create a new version, choose Edit -> New entries.

Next you need to make the Profit Center Accounting settings for the current controlling area. If necessary, choose Extras -> Set controlling area to make sure you are in the right controlling area. Then maintain the fiscal-year dependent parameters for the controlling area.

To do so, select the field next to the desired version. Then choose Settings for Profit Center Accounting in the Navigation box.

On the next screen, you can enter a special text for the version for Profit Center Accounting.

Then maintain the control indicators for each fiscal year.

• If the lock indicator is selected, the plan version is locked. This means that the plan data for that year cannot be changed. This flag lets you protect plan data from being changed once it is in its final form.

If the indicator is not selected, the plan version can be changed. If necessary, you can remove the "X" and then make your changes.

• The flag Online data transfer determines whether postings are transferred to Profit Center Accounting simultaneously with original activity.

If the indicator is not selected, you need to transfer the postings manually by fiscal year using the plan data transfer function.

• The Line items flag controls whether plan line items are created when you change plan data. The line items document every change made to a plan.

• With the exchange rate type, you determine which rate - such as the average rate or bank selling rate - should be used to translate the plan data in that version. If you do not designate a value date, the values will be translated using the exchange rate valid on the first day of the month. With a value date, you can set a date to be used for the translation.

• You must determine the variants for transfer pricing if you want to valuate planned quantities of representative materials with transfer prices for the purposes of quantity-based goods movement planning, or if you want to derive material direct costs from costing.

To enter parameters for a new fiscal year, choose Edit -> New entries.

Notes on transporting

You can transport the Customizing settings for Profit Center Accounting under Transport tools.