Creation of a Plan Proposal by Management 

Use

The plan version 111 Current forecast contains actual data for January thru May of the current year. The remaining seven months of this plan version contain forecast data for the current year. Management uses this plan version as the basis for planning the following year, which occurs in plan version 112 Management plan.

A report is now generated showing the data for the current year.

Procedure

  1. Call up the transaction as follows:
    2.

    Menu Path

    Accounting ® Controlling ® Profitability Analysis ® Information System ® Execute Report

    Transaction Code

    KE30

    If you are calling up a profitability analysis transaction for the first time since logging on to the system, you are requested to enter the operating concern.

    If this is the case, enter the following data in the dialog box:

    Field

    Data

    Operating concern

    IDEA

    Type of Profitability Analysis

    Costing-based

    Choose .

  2. Select the report MNGMT-FORCST.
  3. Choose .
  4. Enter the following data:
    5.

    Field

    Data

    From period

    001

    To period

    012

    Planning year

    2001

  5. Choose .

    6. You now see that the Mgmt Plan column does not contain any data. This is because plan version 112 has not yet been filled with data. Instead, the figures for plan version 111 "Actual Forecast" are shown.

  6. To leave the report, choose .
  7. Confirm the dialog box with Yes.
  8. To open a new session, choose .

    9. This new session will be referred to as the Planning Session from now on.

    The current session will be referred to as the Report Session.

    Planning will now be run for the following fiscal year.

  9. Call up the transaction as follows:
    10.

    Menu Path

    Accounting ® Controlling ® Profitability Analysis ® Planning ® Edit Planning Data

    Transaction Code

    KEPM

  10. Under Planning levels (top left), choose MNGMT1 ® MNGMT1-1.

    11. On the right side of the screen, you now see the characteristics that have been selected for this planning level. You also see the corresponding characteristic values that determine the characteristic combination to which the reference data is to be copied.

  11. Under Planning methods (bottom left), choose MNGMT1 ® Copy ® MNGMT1-1.

    12. Now the system copies the planning data from plan version 111 to plan version 112 Management and does this at the customer group and material group level. A log tells you that the action has been carried out successfully.

  12. Now switch to the report session.
  13. Choose .
  14. To start the report again, make the same entries as before and choose .

    15. You now see that the Mgmt Plan column has been filled with the same data as Act. Fcst. In this way, the plan proposal for the management plan has now been created.

  15. To leave the report, choose .
  16. Confirm the dialog box with Yes.