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Copy planning is devised to facilitate manual planning. You can only copy business transactions that can be planned manually. You need to execute periodic allocations again after copying.

Currency Translation

You can specify the leading currency for costs and prices during copying. The system automatically selects the controlling area currency for the prices and the transaction currency for the costs. However, if you have deactivated all currencies in the settings for the controlling area in the target fiscal year, then the system automatically sets the controlling area currency as the leading currency. The system uses the leading currency from the source version for the target version. The system then calculates all the other currencies in the target version, using the value date and the exchange rate type.

Entering Overall Planning, Dependent on Year

  • Values from the version = Exchange rate type (entry is mandatory)

  • The entry of a value date is optional, if no date is entered, the system uses the first fiscal year.

Entering Overall Planning, Independent of Year

  • The system takes the exchange rate type and the value date from the planning profile. The entry of the exchange rate type is optional, if no exchange rate type is entered, the system uses the exchange rate type in the version of the current fiscal year.


You can significantly improve the program runtime by doing the following:

  1. Restricting the data using the display frame

    Select only the actual data for the data available in your system and which you also wish to copy.

  2. For larger amounts of data you need to use background processing.

  3. When you have a large amount of data, start the copy program individually for each business process (such as, activity allocation).

See also:

Copying Planning

Notes on "Copying from Actual to Plan"