Use
Formula planning supports manual planning. In order to plan costs/revenues, balance sheet items and statistical key figures, you can use mathematical dependencies. You can set these mathematical dependencies in
Templates as formulas, which are not specific to a profit center. This means that you can use the same formula again and again for various profit centers.For the purposes of Formula Planning, you create templates and assign them to one or more profit centers. You can also define sub-templates, which you can reference from the higher level templates.
You can use the following data from the SAP system in Formula Planning:
You can plan costs/revenues, balance sheet items and statistical key figures. These can be calculated from existing plan or actual data.
The SAP system calculates costs in the template using only the profit center local currency.
In addition to profit centers, formula planning is also possible for business processes and cost centers.
Prerequisites
You must have created a template and assigned the required profit centers to the template in master data maintenance (see Activities).
Features
Formula planning includes the following functions:
If you execute formula planning more than one, the plan values are not replicated. The most recent execution always overwrites the previous values. Formula planning overwrites manually planned values. On the other hand, manually enterd plan values can also overwrite formula planning values.
Postings from other applications, which already exist in an account because of planning integration, are not overwritten by formula planning. The only value that is posted here is the difference between the existing value and the value calculated by formula planning. As a result, the formula planning value is in the account. Further postings from other applications are added to this value.
Activities
For further information, see
Templates for Profit Center Formula Planning and Planung ® Formula Planning ® Define Templates in Customizing for Profit Center Accounting.For further information, see
Templates for Profit Center Formula Planning and Planung ® Formula Planning ® Assign Templates to Profit Centers in Customizing for Profit Center Accounting.For further information, see
Normally, you should be able to execute profit center formula planning adequately using the standard SAP environments, function trees and functions However, should you have requirements which are not covered by these standard provisions, you can define your own environments, function trees and special functions. See the detailed guide to creating templates in the SAP Library under Activity-Based Costing.