Overview Planning 

Use

Using this function, you can plan appropriation requests by plan versions and fiscal year, and compare the appropriation requests of two plan versions. To this end, the system provides an overview table, in which you can simultaneously enter plan values for the variants of various appropriation requests. In contrast to editing master data, where you enter plan values for individual variants of single appropriation requests, here you can enter cost planning values for a number of appropriation request variants at the same time, regardless of their plan version.

Prerequisites

In Customizing for Investment Management (Appropriation Requests ® Master Data ® Control Data ® Process Selection Criteria) specify, per transaction, which selection criteria the system offers in the initial screen for the selection of appropriation requests. In addition, you can enter selection criteria as default values.

Features

There are three different transactions for overview planning:

The transactions are optically different only in the selection criteria that are offered to the user for selection appropriation requests (see Prerequisites).

In order to make things easier to see in the transaction, you can enter the years for which you want to display and edit plan values (choose Planning interval). The system determines the planning interval first from the planning profile. You can plan a maximum of ten years at the same time.

In the Overview planning for Internet appropriation requests transaction, you cannot change the planning interval.

Choose Master data to reach the display mode of the master data transaction when you need more information about an object.

Screen Layout

The screen is divided into three parts:

Choose   Fullscreen selection criteria  to select a number of selection criteria in one step. If you want to use certain combinations of selection criteria more than once, you can save them by choosing   Selection variants . The system stores both selection criteria and values. When you call the transaction again, the system displays the last selection screen.

Choose Other view to go between the annual view and the value type view.

In the annual view, the system displays the overall plan values and annual plan values of the selected appropriation request variants on the tab pages. The tab pages show all value types (for example, investment costs, combined costs), just as in master data maintenance. In the value type view, the tab pages organize the plan values of the selected appropriation request variants according to value types. As a result, you can maintain all annual values on one tab page.

The totals column always shows the total of all years, not only the total of the years currently displayed (for example, if the planning interval is limited to two years).

Detail planning is the same as the planning table that already exists in master data maintenance.

Screen Areas

Select an appropriation request and choose Open detail table in order to jump to planning for a single appropriation request. You can expand and compress the different parts of the screen by choosing either Expand or Compress. The values in the detail table remain even after you choose Compress. A variant is selected for processing until you choose Exit detail view.

Overview planning and planning are interactive. This means that any changes that you make in the detail screen are automatically adopted in the overview, and vice versa.

Internet

The Overview planning for Internet appropriation requests transaction is Internet-capable. You can simultaneously plan variants of appropriation requests, even if you do not have an R/3-System available at your location (refer to Processing Options).

Version Comparison

Along with the ability to plan the appropriation request variants assigned to a plan version, you can compare two plan versions using the Version Comparison function. The comparison version is for your information only.

Compare Totals

Using the Compare totals function, you set the overall value to equal the total of the annual values in the overview table for all appropriation request variants. This also applies in the detail table for the selected variant.

Consistency Check

You can use a consistency check to find planning errors (for example, if the cumulative plan costs are greater than the combined costs, or if the investment costs are higher than the combined costs). In the standard system, the system carries out the check when you save, and issues a warning, if necessary.

You can modify the message for the consistency check (AO 472) in Customizing. The message can then reflect your particular needs. You can also specify, for example, that plan values cannot be saved until all inconsistencies have been corrected.