Copying Planning

Procedure

To copy planning, proceed as follows:

In the planning menu of your application, choose Planning aids Copy Copy Plan to plan
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 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.

End of the note.

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

A single cost center or business process
A cost center interval or business process interval
A cost center group or business process group
All cost centers or business processes

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.

Choose a template .

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

Choose a target.

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

You can copy:

– Within fiscal years, periods, and versions

Note Note

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

End of the note.

– 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 Example

You can copy the following data:

End of the example.

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

Specify whether you want to make a 1:1 copy or a 1:n copy.

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

Activate Choose template

Choose Select

Enter the template cost center you require.

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

Select the plan data to be copied.

This data may be data belonging to:

All planning transactions

Individual planning transactions

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.

Choose the following settings :

Long texts

These are texts that you entered during the planning process

Detailed planning

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

The exchange rate type and the value date in the template and target versions are identical
You create a 1:1 copy (in other words, you must copy from the template).

You can only copy detailed planning within a cost center, but you can copy between different versions.

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 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.

End of the caution.

– 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 Caution

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

End of the caution.

Select only the business transactions you have actually planned. If, for example, you have not planned any secondary order costs, you should deactivate the corresponding planning transaction.

If copying large quantities of data, ensure that you select background processing. This means you can process data at times of minimal system usage.

If copying large quantities of data online, ensure that you start the copying program per business transaction. Ensure that you copy the activity types before you copy the other planning areas, since the system requires the activity types to update activity-dependent records.
Avoid copying existing data with the indicator Reset and overwrite. This minimizes the amount of data which has to be read during reset.

Do not use the detailed list if the list of copied records is not absolutely necessary. The basic list (without copied records) is always displayed.

If possible, do not copy long texts, as this considerably increases program runtime.
Copy only parts of the cost center hierarchy.

Note Note

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

End of the note.