Using a Plan Template 

Use

You can use existing actual and/or plan data (for example, from previous years) as a reference for a new plan.

For example, you can use the actual values of the current year as the basis for planning for the next year.

Procedure

To use a plan template, proceed as follows:

  1. Choose Accounting ® Financial accounting ® Special Purpose Ledger ® Planning ® Copy model plan ® Local (for local ledgers) or Global (for global ledgers).

    2. The Copy <Local or Global> Data to Plan screen appears.

  2. Enter the source ledger and the type of data (such as 0 for actual data, 1 for plan data) you want to copy as well as the target ledger.
  3. Activate the Copy data without summarization field group, if you want to copy the data as not summarized or if you want to limit the data selection.
  4. You can copy the data without reevaluating it. The following options are available for doing this:

The currency amount is 500 and the revaluation factor for currencies (Currencies field) is 2. The plan currency amount in the new plan will be 1000.
  1. In the field group Existing data, specify whether you want to cumulate the values, that is, if the new plan data should be added to or if it should replace the old plan data.
  2. Activate the Background processing indicator, if you want to run this as a batch job.
  3. Choose Execute.

Result

If the data was successfully copied, a statistic display shows you how many records were, read, summarized, processed, and created.