Checklist for Planning in Cost Center Accounting

Before you start to plan, you should clarify the following:

Do you require your own distribution keys?

Do the planner profiles and planning layouts meet your planning requirements?

Check the planner profiles and planning layouts in the standard system and define new ones if necessary (see also: The Implementation Guide (IMG) for Controlling, under Overhead Cost Controlling Cost Center Accounting Planning Manual Planning User-Defined Planning Layouts or Maintain User-Defined Planner Profiles

Do you need to plan in different currencies?

Specify the use of different currencies for the controlling area.
Set the currencies in which you wish to plan or display costs in the planning layouts (see also: Currencies , Currencies in Planning ).
Maintain the translation rates (see also: Customizing Global Settings).

Do you want to create your own versions for alternative plans?

Create new versions if necessary.

(See also: Customizing for Cost Center Accounting under Planning Basic Settings Maintain Versions

Do you need to copy existing versions?

Do you want to document changes in planning?

You need to select Integrated planning in the relevant versions. If plan values do not yet exist, you can select Integrated planning to ensure that the system writes plan line items and transfers them to the FI/CO interface. If plan values already exist, you can arrange for the system to write the plan line items at a later date (see also:. Line Items and Integrated Planning ).

For which cost centers/cost elements do you require Detailed Planning

Note Note

Once you have planned an area using detail planning, you must always use detail planning for this area.

End of the note.