Copying Planning/Budget Data

Use

Using the program Generate Planning Data , you can copy the budget or planning data of a budget version or plan version to a version that you want to use for planning. You use this program to:

  • make the planning data available in one version available in a number of plan versions

  • use the budget data of a closed fiscal year as a basis for the planning of the new fiscal year.

In principle, you can only generate (budget) planning data in the target version using the budgeting process Preparation .

Integration

Deleting Planning Data

If a version already contains planning data by mistake which must be deleted before the new planning data is created, you can delete this data from the database using the program Reset Plan Data .

Creating Budget Data

If you want to use planning data as budget data for budget execution in planning, execute the program Create Budget Data . You can find more information under Creating Budget Entry Documents from Planning/Budget Data .

Prerequisites

Planning data is permitted in the (target) version if you set the indicator Plan for the respective version. You define this setting in Customizing of Funds Management, under Start of the navigation path Budget Control System (BCS) Next navigation step Budgeting Next navigation step Definition of Budget Data Next navigation step Edit Versions End of the navigation path .

Activities

You create and reset planning data in the Funds Management menu under Start of the navigation path Budgeting Next navigation step Budget Control System (BCS) Next navigation step Tools Next navigation step Planning Next navigation step Generate Planning Data or Reset Plan Data End of the navigation path .

For more information, see the program documentation.