Maintain Versions (SAP Library

Maintain Versions

You can use versions to create independent data groupings in planning and in actual.

In planning, versions display alternative plan scenarios based on different planning assumptions. For example, you can illustrate varying employment markets, price and wage increases, or sales programs in different versions with differing parameters.

The data for the most likely version in planning normally appears in version 000. The plan data you enter here forms the basis for calculating plan prices for activity types and determines the rates by which you allocate activities in actual. Version 000 also holds all actual data postings. The plan and actual data for version 000 serves in plan/actual comparisons and in variance analysis.

You make settings for version maintenance on a hierarchical basis.

In this IMG activity, you make the following settings:

1. Controlling area settings

2. Fiscal year settings

Note

The term "version" replaces the earlier term "plan/planning version".

You can record planning and/or actual data in a version.

In planning, you must maintain fiscal-year dependent parameters.

If you use parallel valuations and transfer prices, you define parallel actual versions alongside operational version 000 in order to separate different valuations. To do this, you must maintain valuations, by carrying out the activity Create Versions for Valuation Methods in Customizing under General Controlling -> Multiple Valuation Approaches/Transfer Prices

In Activity-Based Costing, you can manage actual data in different delta versions of activity-based costing . To do so, you must specify a version that can be referenced. Once you specify this version, the current version is marked as a delta version.

Complete the IMG activity

Maintain Controlling Area.

Complete the IMG activity Maintain Versions .

Standard Settings

When you create a controlling area, the R/3 System automatically creates version 000, valid for five fiscal years. The first fiscal year depends on the control indicator you set when you created the controlling area:

If the indicator is set for the current year or earlier, the five-year period begins with the current year.

If the indicator is set for a future year, the five-year period begins with this year as the first year.

Recommendation

If you want to plan in a single version only, use version 000.

Actual primary cost data entry and actual data from internal acitivty allocation all post to version 000. SAP therefore recommends you use this version for all plan/actual comparisons.

Activities

1. To assign versions to authorization groups, define the groups first. These groups determine which users can maintain which versions. To assign authorizations, use authorization object "Controlling: Version" (K_KA09_KVS).

2. Make the version settings in the current controlling area. To switch to another controlling area, choose Extras -> Set controlling area...

3. Change an existing version to satisfy your requirements.

a) Enter a key and a name.

b) Specify whether plan and/or actual data may be recorded in the version and activate the corresponding indicator.

You cannot activate the actual data recording indicator for version 001.

c) If necessary, enter an authorization group.

d) To create a delta version in the Activity-Based Costing component, enter a valid version as the reference version.

4. Maintain the fiscal year-dependent version parameters.

5. If you use a delta version in Activity-Based Costing, use Reference version to determine which transactions the R/3 System reads from the reference. The system does not execute these transactions in the delta version, but transfers the values from the reference instead.

Note on transport

To transport versions, a separate function exists in Customizing under Controlling -> General Controlling . ( Transport Settings for Organization).

Further information

For more information, see:

Notes on Version Maintenance

Fiscal Year-Dependent Version Parameters .

Delta Versions in Activity-Based Costing