Planning (SAP Library - Special Purpose Ledger)

Planning

Purpose

With the Planning function in the Special Purpose Ledger, you can enter and distribute plan data to create budgets, forecasts, and other reports.

You can quickly and easily enter large amounts of plan data. Generally, you can enter plan amounts in the following ways:

You can enter amounts as plan totals that are (automatically or manually) distributed to the planning periods.

You can enter amounts as period amounts that are automatically totaled.

You can enter a combination of both totals and period amounts.

For information on creating plan data, see Creating Plan Data.

Implementation Considerations

Before you can complete planning in the Special Purpose Ledger, you have to set up planning in Customizing. For more information, see Setting Up Planning.

Integration

You can transfer plan data from the following SAP components to complete planning:

Overhead Cost Controlling (CO-OM)
Profitability Analysis (CO-PA)

To transfer data, choose Accounting ® Financial accounting ® Special Purpose Ledger ® Periodic processing ® Data transfer ® CO plan data object/document or CO-PA plan data.

CO plan data is only posted directly to FI-SL when a plan version is defined for the ledger to which the CO data is to be posted. If you want to post planning data to a FI-SL ledger, you must maintain a plan version for the ledger in Customizing. Additionally, you have to activate plan integration in Controlling Customizing.

Features

The following options are available in Special Purpose Ledger planning:

Your planning can be completed centrally or locally. When setting up planning, you provide a framework for the individual planners and assign authorizations. You can also adapt the entry screen layout.

You can use Microsoft Excel to enter the data. The individual planners can enter their plan data using Microsoft Excel. You can then import this plan data to the SAP System. See Excel Integration in Planning.

You can post plan data to a nearly unlimited number of forecast versions per year. You define plan versions in Customizing under Accounting ® Financial Accounting ® Special Purpose Ledger ® Planning ® Plan Settings ® Maintain Plan Versions.

You can use existing actual and/or plan data (for example, from previous years) as a reference for a new plan. To do so, choose Accounting ® Financial accounting ® Special Purpose Ledger ® Planning ® Copy model plan ® Local or Global. See Using a Model Plan.

You can compare actual and plan data

You can display totals records of your plan data. Choose Accounting ® Financial accounting ® Special Purpose Ledger ® Planning ® Display totals. See Displaying Totals Records.

You can display individual plan documents. Choose Accounting ® Financial accounting ® Special Purpose Ledger ® Planning ® Display plan documents. ® Local or global plan documents. See Displaying Plan Documents.

With the allocation functions, you can assess or distribute plan data. To do so, choose Accounting ® Financial accounting ® Special Purpose Ledger ® Planning ® Planned close ® Plan assessment or Plan distribution.

With rollups you can summarize plan data.