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Procedure

The following section describes the basic steps required for defining a planning layout. For more information, see the Implementation Guide (IMG) under Activity Based Costing ® Planning ® Manual Planning ® User-Defined Planning Layouts .

A planning layout consists of the following:

Defining General Data Selections

General data selections control the data in the headings of the planning layout. The characteristics specified in the general data selections apply to the whole planning layout. You have the options of using the characteristics in the general data selections and in the columns as variables. If you define them as variables, these fields appear as ready for data entry in the initial screen at the time of executing planning.

Example

In a layout for activity input planning for business processes, you select the Version, Period, Fiscal year and Business process characteristics. The value columns contain statistical key figures. In the key columns, you define the sender cost center and activity type as characteristics.

Defining Key and Value Columns

The column and row organization is based on the selection of pre-defined characteristics.

You must assign characteristic values to each selected characteristic:

Defining Key Columns

The key column definition options are:

You can select exactly one characteristic for each column heading.

If you use this definition method, the SAP System suggests all possible characteristic value combinations of the defined key columns for planning.

This allows you to select one characteristic per row or combine several characteristics.

You can also select specific characteristic values.

For example, if you define the Version and Cost element characteristics in two key columns, you receive all combinations of available values for version and cost element for planning.

Defining Value Columns

The value column definition options are:

In the dialog window for the first value column, you determine whether to define a statistical key figure with characteristics or just to define characteristics.

You define value columns of the type Key figure with characteristics by selecting exactly one statistical key figure from the list of possible entries. Afterwards, determine the characteristics and characteristic values.

Value columns of the type Characteristic are defined by selecting characteristics and assigning characteristic values.

The attribute column definition options are:

The Distribution key, Unit, and Action attributes should be used together with a value column. To create the definition, choose

Edit ® Columns ® Append additional fields

Define all other attribute columns by selecting the blank space next to a column.

Formula columns are based on the values of columns already defined. You can see the available value columns in a dialog window for defining formulas. The R/3 System calculates the formula column values when you enter values in the value columns included in the formula.

Inverse formulas

You use inverse formulas in planning to enter values in a formula column that calculates values for another planning layout column. To define an inverse formula:

  1. Define and save the planning layout with the desired formula column.
  2. Define the column to be given calculated values as not entry-ready. To do so, select the column and choose Format ® Entry-ready on/off
  3. Define the formula column as entry-ready in the same manner.
  4. Then create the inverse formula. To do so, choose

Extras ® All inverse formulas ® Generate formulas

The SAP System uses the inverse formulas to calculate the values in columns locked against data entry.

Example

You plan a percentage wage raise for the employees. You want to enter a percentage overhead rate. The SAP System calculates the plan value of the current year based on the percentage raise and the plan value of the previous year.

1. You define the following:

Planning Layout

Key columns

Value Column 1

Value Column 2

Formula columns

cost element

Plan, current year

Plan, previous year

% Raise

((Plan current - Plan previous) Plan previous) 100

Define the column Plan, current year as not-entry-ready and the column % raise as entry-ready. Then create the inverse formula.

2. Planning (example):

If you copy plan values from the previous year onto those for the current year before beginning manual planning (choose Planning ® Planning aids ® Copy planning), you provide for calculating the new plan costs by entering the percentage raise.

Before Copying Planning

cost element

Plan, current year

Plan, previous year

% Raise

430000

50.000

50.000

10

 

After New Planning Cost Calculation

cost element

Plan, current year

Plan, previous year

% Raise

430000

55.000

50.000

10

 

 

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