Copying Plan Data (SAP Library - Closing and Reporting (FI))

Copying Plan Data

Use

You can copy plan data to the General Ledger from the following application components in the SAP system:

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

You copy the plan data from a plan version in the original component to a plan version of the same name in the General Ledger.

Prerequisites

The following prerequisites must be met before you can copy plan data:

The plan versions in the General Ledger and in the original component must have the same name
Integrated planning must be activated in the plan version in the General Ledger into which you wish to copy the plan data
Integrated planning must be activated in the plan version in the original component from which you wish to copy the plan data

You can check which ledger in the General Ledger plan data was copied to from Overhead Cost Controlling (CO-OM). To do so, in Customizing choose Financial Accounting ® General Ledger Accounting ® Business Transactions ® Planning ® Integrated Planning ® Review Integrated Planning.

Features

Overhead Cost Controlling (CO-OM)

All data records containing primary costs are copied.

The system copies the existing plan data, and then continues to copy any plan data posted at a later date. This happens as soon as you activate integrated planning in the plan version in Overhead Cost Controlling.

Make sure you have activated integrated planning in the General Ledger plan version and have set up the plan data transfer before you activate integrated planning in the Overhead Cost Controlling plan version.

Profitability Analysis (CO-PA)

The system only copies the existing plan data. The plan data is not updated on a continual basis. If you require current plan data after the first plan data transfer has taken place, you have to delete the plan data you have already copied, and run the plan data transfer again.

Activities

The activities for copying plan data are in Customizing under

Financial Accounting ® General Ledger Accounting ® Business Transactions ® Planning ® Integrated Planning.