You access detailed planning by choosing
Select a row for which you wish to apply detailed planning and choose .Note the following when you use detailed planning in Cost Center Accounting:
You can only execute detailed planning in the controlling area currency. Cost planning in a foreign currency is possible in detailed planning but only to a limited extent, since plan values in the transaction currency or object currency can only be determined from the controlling area currency. The planning results can be displayed in cost element planning in the transaction currency or in the object currency.
The results of detailed planning can only be evaluated during cost center planning, not in the information system.
If you plan costs and consumption once using detailed planning, they can not be changed again in cost center planning. They must always be changed using detailed planning. You can make changes only on the list screen and in the periodic distribution of detailed planning.
If one period is planned using periodic allocation in detailed planning, you must plan the entire fiscal year using detailed planning.
You can plan up to 16 periods in a periodic distribution using detailed planning.
On the detailed planning list screen you can enter an unlimited number of costing items in list form. Choose
Edit
to use the editing functions (such as, select, delete, cut, copy, insert, insert item, delete item).
You can make the following entries on here:
Item categories
Resources
Plant
Quantity
Unit of measure
Lot-size independent
Total price (= price per unit of measure)
Description
Formulas
Choose
to call up the different list screen views. The views have different column sequences on the list screen.Item Category
The item category marks the items within costing according to their origins. It determines which type of costs can be planned for the costing item. You can control which entries are allowed for each costing row, and how the row is to be edited.
Note
The system ignores entries in columns not supported by the item category.
The following item categories are available in Cost Center Accounting.
Item category "V"
Used to enter variable costs. You usually select this category when using detailed planning during primary cost planning.
Item category "B"
Used to refer to existing base object cost estimates.
Item category "M"
Used to perform costing for an existing material.
Item category "S"
Used to total all the costing items entered so far.
Item category "T"
Used to enter a single line of text
Table of Item Categories in Cost Center Accounting
Item category |
Entries |
SAP System result |
V (variable item) |
Quantity, unit of measure, price |
Total value |
B (base object costing) |
Name, quantity |
Price, unit of measure, cost element, description, total value |
M (material) |
Material number, plant, quantity |
Price, unit of measure, cost element, description, total value |
S (sum) |
Total of item values above this item, or the item values specified in a formula |
|
T (text) |
Description |
Resources
The resource controls the origin of a costing item. Depending on the item category, you can enter different data:
Item category "B" |
Enter a base planning object. |
Item category "M" |
Enter a material number |
Plant
For item category "M" (material), enter the plant to which the material is assigned.
Planned quantities
If you make no other entries in periodic distribution for detailed planning (
, the system distributes the quantities entered on the list screen equally among the plan periods. If rounding differences occur, the quantities are rounded down in the first periods and rounded up in the last periods (see also: Unit of measure)Unit of measure
When quantities are distributed evenly across the plan periods, the unit of measure determines how the values are to be rounded up or down, as required. You define units of measure in Customizing (
You also set the number of decimal places to which the quantities are to be displayed. Rounding is based on the defined number of decimal places. If rounding differences occur, the values are rounded down in the first periods, and rounded up in the last periods.Example
You plan 40 pieces at a price of $5 per piece. During definition of the unit of measure
PC
, you defined that values for this unit of measure are to be displayed without decimal places. The quantity is distributed evenly to the individual plan periods. Three pieces at $5 each are distributed in each of the periods 1 to 8, and four pieces at $5 each are distributed in each of the periods 9 to 12.
Lot Fix
If the quantity is to remain unchanged during lot size changes, enter "F" as the item indicator. This indicates the item as a fixed lot.
Total price (= price per unit of measure)
Used to enter the plan (anticipated) price per unit of measure. The system automatically multiplies this price by the plan quantity to get the total value of the costing item.
If you make no other entries in periodic distribution for detailed planning (
, the list screen of detailed planning distributes the prices entered evenly among the plan periods, except for rounding due to the decimal places defined in the unit of measure.Formulas
If you choose item category "S" (sum), you can enter a formula. For information about entering formulas, see the
SAP Library
under
.
Periodic Distribution for Detailed Planning
The quantities and corresponding prices you entered on the detailed planning list screen are first distributed evenly to the relevant periods (except for rounding due to the decimal places defined in the unit of measure).
You can change this distribution using the periodic distribution of detailed planning. To do so, on the detailed planning list screen, choose
DK
(distribution key) see
Distribution Key
). However, you can also plan quantities and prices manually for each individual period. The distribution key is then automatically set to 0.
The system calculates the average price and the total quantity based on the quantities and prices of the individual periods. The system also calculates the average price, weighted with the quantity.
If you change periodic distribution, the system transfers to the detailed planning list screen the total quantity and the average price, weighted with the quantity, of the costing item. The system uses the changed values for
Quantity
and
Price
to recalculate the
Total Quantity
. These changes take effect immediately on the overview screen and the period screen in primary cost planning.
Example
You enter three costing items. Two are to be distributed evenly, and the third to be set in the last period. On the detailed planning list screen, you enter quantities and prices for the evenly-distributed costing items. You plan the quantities and prices of the other costing items in periodic distribution.
As soon as you make new entries on the detailed planning list screen, the system changes the periodic distribution. The entry made on the detailed planning list screen is redistributed evenly on the periods. The following section contains an example of periodic distribution of plan values using detailed planning:
Example
Enter the following on the detailed planning list screen:
Item category: V
Quantity: 6
Unit of measure: PC
Price - total: 10,00 USD
The system calculates the total value to be $ 60.00.
Then choose
and make the following manual distribution:Period |
Price |
Quantity |
Quantity X Price |
1 |
35 |
1 |
35 |
2 |
5 |
1 |
5 |
3 |
5 |
3 |
15 |
4 |
5 |
1 |
5 |
The system calculates a total quantity of 6 PC and an average price of $12.50 (= $50/4).
The average price weighted with the quantity is calculated as follows:
($35.00 + $5.00 + $15.00 + $5.00)/6 PC = $10.00.
On the detailed planning list screen, the weighted average price is displayed as
Total Price
and the total quantity as
Quantity
. These are used to calculate the
Total Value
. In this example, the values on the list screen do not change.
For more information, see Reference and Simulation Costing .