Planning Data Integration between G/L Accounting and Controlling 

The integrated planning provides the opportunity of an automatic posting of planning data created in controlling on to the G/L account via integration interfaces. The system hereby considers all CO planning records containing primary costs. In the G/L accounts, the system saves the data in the planning version of the controlling. In general, to be able to automatically post planning data, the planning version in CO has to be marked as `integrated`. In the general ledger as well, the corresponding version of the planning data integration for the individual general ledger ledgers have to created and activated.

 

The respective settings were already made for IDES: A planning document transfer has been pre-executed. In this demo you display the planning document transfer. You will plan a cost element in the cost center accounting. You will also plan an internal order. You will proceed with a periodic transfer posting in the cost center accounting and finally process a distribution in the cost center accounting. After each activity mentioned above, you report the planning in the G/L accounting to see the respective effects.

Select , to see further information on this demo..

Process Chain

Select , to see the data used during this demo. Then select the first process below:

Displaying the Planning Documents already Posted

Executing a Primary Cost Planning

Displaying the Planning Documents newly Posted

Processing a Planning to an Internal Order

Displaying the Planning Documents of the Internal Order

Resetting the Planned Values