Create a Control
This topic contains information about creating a control.
Prerequisites
You need to make sure that a value has been specified for the MONTHNUM property in the Time dimension.
Procedure
You create controls in the Controls page of Business Planning and Consolidation Administration.
To create controls in SAP Business Planning and Consolidation, do the following:
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Select
Planning and Consolidation Administration 
Rules Controls
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Select the model for which you want to create a control.
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Click Open to display the list of existing controls for that model, then click New.
When dimensions are added or removed from the system, control definitions containing a deleted dimension are updated accordingly and are marked as being invalid for change tracking reasons. Impacted control definitions must be verified. If a dimension is removed from a model, all control results are deleted.
If a driving dimension is added to the Work Status definition, control results are deleted as well as existing locks. This new dimension is also removed from the control expression, since driving dimensions cannot be used in control expressions. If a dimension is removed from the Work Status, all control data is cleared and control expressions must be verified accordingly.
The control properties that you can define include:
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ID
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Description
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Rule Type
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(Control) Type
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Execution Level
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Equation Type
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Control Level
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Breakdown Dimensions
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Absolute Value
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Tolerance Threshold
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Expressions
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Documents
ID
A control must be identified with a unique code.
Description
A control description should clearly and concisely describe which verification is being performed and for which reason, and what the accounting, financial, or economic logic is. For example, "Assets = Liabilities".
Rule Type
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Standard: Choosing this option will use the standard configuration validation rule.
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Customized: Choosing this option means this rule will use the validation logic implemented in BADI_UJCTRL_RUN_CONTROL.
(Control) Type
You assign one of the following two control types:
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Blocking: Prevents the user from going to the next work status level until the blocking status is cleared.
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Warning: Warns the user of noncritical data quality issues. Does not prevent the user from going to the next work status level.
Execution Level
Select one or more types of data to which this control pertains:
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Loaded data
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Translated data
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Consolidated data
See the section Activate the Execution Level Field below for information on how to enable the use of this field in your system.
For detailed information about the data validation range of each execution level,
refer to SAP note 2263755 
.
Equation Type
You choose the operand for the expression: =, >, <, >=, <=, <>. The operand determines how the two amounts in the expression will be compared.
Control Level
This field is linked to the Control Level property in the entity dimension. A control level is defined for each control, organizing the controls by rank so the relevant data can be verified.
Four control levels are available:
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Basic: Level 1
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Standard: Level 2
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Advanced: Level 3
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Comprehensive: Level 4
Controls are executed according to the control level associated with the selected entity. See Execute a Control Set. If an entity has no control level defined, it is automatically assigned Level 4, meaning all controls are run when a control set is executed. For more information on entity control levels, see Control Set Status.
Breakdown Dimensions
Choose up to two dimensions for which the control should be executed on all members. Breakdown dimensions allow you to define controls to be run on any type of data, for example, input, manual adjustments, automatic adjustments.
CTRL1 is defined as TOTAL_ASSET = TOTAL_LIABILITIES, breakdown dimension: DATASOURCE with member TOTAL_INPUT specified in the control expression. TOTAL_INPUT is the aggregation of INPUT, INPUT_ADJ1 and INPUT_ADJ2.
When the control is executed, it compares TOTAL_ASSET versus TOTAL_LIABILITIES for both members INPUT, INPUT_ADJ1 and INPUT_ADJ2. As a result, if two members generate an error, the following information is generated:
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One row appears displaying the aggregated information for the control, without data in any of the columns except for the status, which displays as Failed.
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Two rows appear for the given control to display the detailed calculations with data for both lines.
Absolute Value
Tolerance Threshold
The tolerance threshold is an amount that is compared to the difference between the two amounts (the "control result"). If the control result is less than or equal to the amount defined in the tolerance threshold, then the difference is considered to be insignificant and the control status is considered to be OK.
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Expression of control for amounts x and y |
Comparison difference/tolerance |
Control result |
Example |
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x = y |
< Tolerance |
Valid |
Tolerance entered: 1 Amount x: 1,000,000 Amount y: 1,000,000.5 Difference: 0.5 The difference is less than the tolerance. The two amounts are therefore considered equal. The control, run to check if the two amounts are equal, is therefore valid. |
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> Tolerance |
Error or warning |
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x < y |
< Tolerance |
Error or warning |
Tolerance entered: 1 Amount x: 1,000,000 Amount y: 1,000,000.5 Difference: 0.5 The difference is less than the tolerance. The two amounts are therefore considered equal. The control, run to check if x is less than y, is therefore in error. |
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> Tolerance and x < y |
Valid |
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> Tolerance and x > y |
Error or warning |
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x > y |
< Tolerance |
Error or warning |
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> Tolerance and x > y |
Valid |
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> Tolerance and x < y |
Error or warning |
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x ≤ y |
< Tolerance |
Valid |
Tolerance entered: 1 Amount x: 1,000,000 Amount y: 1,000,000.5 Difference: 0.5 The difference is less than the tolerance. The two amounts are therefore considered equal. The control, run to check if x is less than or equal to y, is therefore valid. |
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> Tolerance and x < y |
Valid |
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> Tolerance and x > y |
Error or warning |
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x ≥ y |
< Tolerance |
Valid |
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> Tolerance and x > y |
Valid |
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> Tolerance and x < y |
Error or warning |
Expressions
The expression is the formula used for identifying the two amounts to be compared. In the Expressions tab, the upper panel contains the formula for identifying the first amount to be compared. All the dimensions must be specified.
When breakdown dimensions are specified, an icon appears in the column header identifying that dimension as a breakdown dimension.
The lower panel contains the formula for identifying the second amount to be compared, which can be from another Category, Time, or Group.
In the Category field you can enter any member from the Category dimension. In the Year Offset field, you can enter an integer preceded by "+" or "-". In the Period field you can enter an integer which is associated to the MONTHNUM property of the Time dimension. For relative periods, "+" or "-" signs can be used; for example, for the previous month you enter "-1".
If the lower panel is left blank, the first member of the expression that was defined in the upper panel is compared to zero.
Microsoft Excel input schedules and reports, as well as worksheets from Business Planning and Consolidation, can be attached to controls. Later, if you have failed to run a control in Control Monitor and you then choose Open Controls Results, you can directly navigate to the attached document to aid you in problem-solving the issue.
Activate the Execution Level Field
Follow these steps to make the Execution Level field visible in the Web client:
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Go to transaction SPRO.
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Navigate to
Planning and Consolidation Configuration Parameters Set Global Parameters. -
In the Global Parameter window, add the ENABLE_CTRL_ON_DIFF_LEVELS parameter and set its value to X.
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Clear the cache of the system.