Copying Planning Values 

Use

The Planning function is a planning aid that enables you to copy planning values automatically from business transactions that can also be planned manually. You can:

If you want the plan allocation data (such as assessment or distribution) to also be available in the target version, you need to make the corresponding allocations in the target version.

You need to create the cycles in the target version. You can reference the cycles in the source version for this.

Features

You can copy the following planning data:

  1. Primary costs/revenues
    1. Primary costs (not dependent on activity)
    2. Primary costs (dependent on activity)
    3. Revenues
  2. Secondary costs
    1. Activity input (not dependent on activity)
    2. Activity input (dependent on activity)
    3. Other secondary costs (not dependent on activity)
      1. Secondary order costs
      2. Settlement costs
      3. Credits from overhead rates
    4. Other secondary costs (dependent on activity)
      1. Secondary order costs
      2. Settlement costs
  3. Other planning data
    1. Statistical key figures:
    2. Activity quantities
    3. Prices

Currencies for Copying

The usage of different currencies when you copy planning data depends on the All currencies indicator in your controlling area, for the template and target fiscal year. The system determines the currencies from the value date and the exchange rate type if these currencies are not transferred 1:1 from the template to the target fiscal year.

You need to differentiate between the following:

The system determines the object currency from the transaction currency, using the exchange rate type and the value date.

In this case, the controlling area currency is the leading currency, and is transferred when you copy 1:1 from the template to the target fiscal year.

All other currencies:

When you are copying, currency is translated using the exchange rate for the target version. As the system copies on a period basis, and as rounding differences cannot be avoided during copying, this may cause minor variances in the period values. The total value of the target version is the sum of the period values. As a result, the period level variance is transferred to the total value level. This can cause significantly greater variances in the total value, than on the period level.

Leading Currency

When copying planning values, you can specify a leading currency for costs and prices. The standard settings is such that the system uses the transaction currency for the costs, and the controlling area for the prices.

You can select the following currencies for costs:

You can only select the transaction currency if you have already selected All currencies in the source and target fiscal year of your controlling area. If, however, this indicator is not selected in a given fiscal year, the R/3 System automatically selects the controlling area currency as the leading currency.

If you have planned using the transaction currency, you must also copy using the transaction currency.

You can only select the object currency if you have already selected All currencies in the source and target version of your controlling area. If, however, this indicator is not selected in a given version, the R/3 System automatically selects the controlling area currency as the leading currency.

The transaction currency is set as a default.

You can select the following currencies for prices:

The controlling area currency is set as a default.

SAP Enhancements

You can enhance the standard functions for copying planning data. You can process the data imported for copying before you transfer it to the planning interface for validation and updating. The enhancement COOMKPT4 offers the following:

For a detailed description, see the online help for enhancement COOMKPT4, and the Implementation Guide (IMG) for Controlling, under Cost Center Accounting ® Planning ® Planning Aids ® Develop Enhancements for Copying Actual and Plan Data.

1:1 copies or 1:n copies

You can copy planning data as follows:

  1. 1:1

You copy planning data belonging to one ore more reference cost center(s) to the same cost center(s) in the target version.

  1. 1:n

You copy planning data belonging to one ore more reference cost center(s) to one or more differently named cost center(s) in the target version.

 

For information about this procedure, see Copying Planning.