Planning - a la Carte

You can use the features of SAP BPC for S/4HANA as process steps to create different kinds of planning processes.

Options for Planning Steps

  1. Plan Data Entry:

    • You can use the planning workbooks that come with SAP BPC for S/4HANA.

      These planning workbooks allow you to plan costs and revenues with the familiar spreadsheet features of Microsoft Excel plus planning features such as the following:
      • Copy previous year's actual data to the current year's plan data

      • Perform aggregations and disaggregations for periods and hierarchies

      • Plan on master data available real-time in your S/4HANA system. No master data replication is required.

      • Plan on master data that do not yet exist in your S/4HANA system

      • Enter comments for your plan data

      • Any other function you develop with the Business Rule Framework (BRF)

    • You can use your well established planning system to enter the plan data.

      Export it into a CSV file and import it to SAP BPC for S/4HANA using the Import Financial Plan Data app.

  2. Plan Data Allocations:

    • You can use the new allocation features provided by SAP BPC for S/4HANA. Again you can enter and run these allocations with Microsoft Excel workbooks.

      • Overhead distribution and overhead allocation for planned costs based on allocation factors

      • Allocation of planned service costs (activities)

      • Allocation of planned cost transfers between cost centers

      The new overhead allocation is very fast and is especially recommended if you are planning on huge amounts of master data, for example a very big cost center hierarchy. The speed of the new overhead allocation even enables you to perform simulations of the result of different future scenarios, for example the increase of certain service costs.

    • You can use the traditional allocation features of SAP ERP. We support this with special workbooks to trigger the plan data transfer:

      1. Transfer the plan data from SAP BPC for S/4HANA to SAP ERP.

      2. Perform the traditional allocations

      3. Transfer the plan data from SAP ERP back to SAP BPC for S/4HANA.

      This is recommended if the allocations for plan data shall exactly mirror the allocations for actual data or if the new allocation features don't meet your requirements.

    Note Note

    You can also combine new and traditional allocation features.

  3. Plan Data Analytics:

    You may need to analyze the plan data at any point during the planning process. For example, to review the plan data initially entered by the planners, to check the result of simulations and allocations, or to follow up on any changes made to the data. The tools available to perform these analytics mainly depend on the location the data resides.

    • To analyze data in SAP BPC for S/4HANA, you can use analytical apps or Microsoft Excel workbooks for different types of master data, such as cost centers, profit centers, or market segments.

    • To analyze data you transferred to SAP ERP, you can use the traditional SAP reporting tools; for example report painter reports.

Note Note

You can control the whole planning cycle using the Business Process Flow (BPF):

Examples for Typical Planning Processes