Entering content frameProcedure documentation Copying Planning Locate the document in its SAP Library structure

Procedure

To copy planning, proceed as follows:

  1. In the planning menu of your application, choose Planning aids ® Copy ® Copy Plan to plan
  2. Enter the leading currency.

Before using the copying transaction, you can specify the currency in which the costs and prices are to be recorded. Choose Plan currencies and select a currency for costs, and for prices.

Note

· If you have posted multiple planning records for a cost element with different transaction currencies, do not select the object currency and the controlling area currency. Instead, select the transaction currency as the leading currency.

· You can only select the transaction currency for costs and prices if you have already selected All currencies in the source and target fiscal year of your controlling area.

· You only copy planned records in transaction currency if the transaction currency is the leading currency.

  1. Select the target to be copied to. To do so, choose one of the following options:

You can also define a selection variant in which you specify selection criteria that meet your particular requirements.

To do so, choose Selection variant and the Create icon.

  1. Choose a template.

Enter a Version, From period, To period, and a Fiscal year.

  1. Choose a target.

Enter a Version, From period, To period, and a Fiscal year.

You can copy:

Within fiscal years, periods, and versions

Note

At least one of the above selection criteria must be different in the target version. Planning values cannot be copied to themselves.

Between different fiscal years, periods, and versions

When copying, either all of the template selection criteria can differ from the target selection criteria or at least one of the selection criterion.

Example

You can copy the following data:

Copy from

     

Targets

     

Version

From period

To period

Year

Version

From period

To period

Year

0

1

12

1997

1

1

12

1997

0

1

12

1997

0

1

12

1998

0

1

6

1997

0

7

12

1997

 

  1. Specify whether you want to make a 1:1 copy or a 1:n copy.
    1. To make a 1:1 copy, activate Template = target.
    2. The system copies planning data belonging to one ore more template cost center(s) to the same cost center(s) in the target version.

    3. To create a 1:n copy:

Activate Choose template

Choose Select

Enter the template cost center you require.

Note

You can only copy 1:n (multiple copies) if you are not using detailed planning.

  1. Select the plan data to be copied.

This data may be data belonging to:

You can either copy planning values for all planning transactions or just for individual business transactions, such as activity-independent primary costs or activity-independent activity inputs.

Planning structures with or without data

You can copy only the planning structures, that is planning records without planning values, or you can copy the structures and the corresponding planning values.

  1. Choose the following settings:

These are texts that you entered during the planning process

You can copy detailed planning, provided:

The template and target fiscal year are identical

You copy the data for all periods, not for individual periods

  1. Maintain the following processing options:

Do not change

If you do not want the system to change the data in the target, activate the Do not change indicator.

If you want to copy data for a certain object that already has data in the target version, the system does not copy the actual data if the indicator Do not change is active.

Reset and overwrite

Caution

When you set this indicator, the SAP system deletes any existing data in the target version. You therefore should check to make sure that you want to overwrite the existing data.

Background

If you want to copy large volumes of planning data, you should schedule a background job for a time when system workload is low and activate the Background processing indicator.

Test run

If you do not want the system to update the results, select Test run. The system then generates a log, but does not change any data.

Detail list

The SAP system creates a list with all copied data records and the planning processes selected for copying.

 

Caution

To speed up copying and avoid unnecessary system use, note the following:

Note

Copying multiple periods or an entire fiscal year has only a minimal effect on runtime when compared with copying a single period.

 

 

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