Copying Actual into Plan (SAP Library - Activity-Based Costing (CO-OM-ABC))

Copying Actual into Plan

Procedure

To copy actual values in a new plan, proceed as follows:

Choose Accounting ® Controlling ® Processes ® Planning ® Planning aids ® Copy actual to plan.

Select the data you want to copy. That is, choose one of the following alternatives:

a single business process
a business process group
all business processes

Make a selection from Reference. Enter the periods and the fiscal year.

Choose a target. Enter the periods, the fiscal year and the version.

You can copy as follows: within a fiscal year and period, or between various fiscal years and periods. The reference and the target can differ in all of the above selection criteria, or at the very least in only one.

Example

You can copy the following data:

Reference (actual)			Target (plan)
From period	To period	Year	From period	To period	Year	Version
1	6	1997	1	6	1997	1
1	6	1997	7	12	1997	1
1	12	1996	1	12	1997	1

Select the Actual data to be copied. Here you have the following alternatives:

All actual data

Choose actual data: the data of individual transactions You can copy either the actual value of all transactions or of individual transactions, such as Primary costs, Activities/prices, and others.

Make additional selections in parameter Processing:

Do not change: if you want to leave the data in the target unchanged, choose Do not change. If you chose Do not change and the target of an object already has data, the SAP System will not transfer the reference data.

Reset and overwrite

Caution

If you set this indicator, the SAP System deletes any existing data in the target. Check first whether you really want to overwrite or delete existing target data.

Background processing: if you have a great deal of data to copy, create a background job to run during periods of low system use by choosing Background processing.

Test run: if you do not want to book the data, choose Test run. The SAP System produces a protocol in this case, but does not change any data.
Detail list: the SAP System creates a list of all the data records copied, along with the actual transactions you selected for copying.

Choose Copy ® Execute.

Note

To speed up copying and to avoid unnecessarily loading the SAP System, keep the following in mind:

Select only those transactions actually planned.

Choose Background processing if you have a large quantity of data to copy. This allows you to take advantage of periods with low system loads.

Avoid using the option Reset and overwrite. This keeps the amount of data to be read for resetting as low as possible.

Abstain from creating a detailed list of records copied if you do not necessarily need one. The basic list (without copied records) always appears in any case.

Copy only a portion of the business process hierarchy.