Copying a Plan with Revaluation

Use

Users frequently want to plan for a future period using current actual data or another plan version as a base. This is easily facilitated in profitability analysis planning. In this example, you copy actual data from the current fiscal year to the following year’s plan. These numbers will then be grossed up by 5%. The 5% increase comes from a revaluation indicator (ID2) that is defined in the CO-PA configuration and selected in the copy plan transaction.

This scenario is based on the assumption that actuals are only available for periods 001 through 008 of the current year. These actuals will be copied into next year’s planning periods 001 through 008. After you complete the copy procedure, you then extrapolate/forecast next year’s plan data for the remaining periods 009 through 012.

Procedure

  1. Call up the transactions as follows:
    2.

    Menu Path

    From the Planning node, choose Automatic Planning ® Copy.

    Transaction Code

    KE1A

  2. Choose .
  3. In the dialog box, enter the following data:
    4.

    Field

    Data

    Variant

    IDES200

  4. Choose .

    5. The parameters are already filled by the variant.

  5. Enter the following data:
    6.

    Field

    Data

    Version

    The number of your created version

  6. Choose Selection Criteria.

    7. The system displays a list of all possible characteristics. Here, you can choose whether you want to copy the complete plan or only selected segments. For the purpose of this demonstration, you want to copy only one selected product. Therefore, you only find entries for the following characteristics:

    Field

    Data

    Product

    P-101

    Sales organization

    1000

  7. Choose Value fields.

    8. All value fields are selected by default. Do not deselect any value fields. You want to copy all value fields into your new plan version based on the actuals.

  8. Choose Processing instructions.

    9. You find three possibilities of processing rules. The first column Ret. (Retain) means, that all characteristics keep the same value. Summ. (Summarize) means, that the data will be aggregated, e.g. copy from level article to material group. Copy to gives the opportunity, copy article 1 to article 2.

  9. Choose .

    10. The system copies the actual figures into next year’s plan and displays a log indicating whether the plan copy was executed with/without errors.

  10. Scroll to the end of the log to see how many profitability segments were copied.
  11. Choose until the overview tree appears.