Planning 
Purpose
The planning function in the General Ledger enables you to enter plan data based on your financial statement versions. You can use a budgeted financial statement to compare plan data with actual data.
Implementation Considerations
Before you can create plan data and use it for various reports, you have to set up planning. For more information, see
Setting Up Planning.
Integration
You can use plan data from the following application components in the SAP system for your planning in the General Ledger:
- Overhead Cost Controlling (CO-OM)
- Profitability Analysis (CO-PA)
For more information, see
Copying Plan Data.
Features
You enter the plan data per company code. Within a company code, you can plan for accounts and/or a combination of both accounts and business areas.
You can plan as follows for each company code:
- Accounts only, without business areas
- Accounts and business areas
- Accounts and selected business areas
- In the planning function, you navigate within one of the financial statement versions that you have already created. You use a financial statement version to define the format of the financial statements.
You can enter plan data for:
- The entire financial statement version
- Particular sections of the version
- You can define different plan versions. You can use these for entering plan data for different financial statement versions, for example.
- Planning is always made for a year, which means you cannot plan for more than one fiscal year.
- You enter your plan data by entering plan totals and distributing them to the individual plan periods by means of a distribution key. You can also enter plan data for the individual plan periods, and have the system total these amounts.
- You can enter the plan data either in local currency or in transaction currency.
- When entering the plan data, you can also display the actual data of the previous year.
- You can use report program RFBILA00 to create a budgeted financial statement. The budgeted financial statement contains the actual data from the financial statements and also the plan data, for comparison purposes. For more information, see
Creating Budgeted Financial Statements.
For information on how to enter plan data, see
Entering Plan Data.