Automatic Planning: Copying to a Plan 

This function lets you copy existing transaction data to create a new plan in Profit Center Accounting. For example, it might be useful to use the actual values of the current year as a basis for you plan for the coming year.

You can find the function in the Profit Center Accounting application menu by choosing Planning ® Copy Data to Plan.

  1. Enter a planning area.
  2. Specify which data you want to copy.
  3. Specify where you want to copy the data.
  4. If you want to revaluate the selected source data, enter a revaluation key. If the available fields for currencies and quantities are insufficient, you can use a user exit to revaluate the data according to your needs. If you do so, you can define any revaluation you like.
  5. Decide whether the system should overwrite existing data in the target plan, or whether it should be added to the data you copy.
  6. Choose Goto ® Selection criteria. The system displays the selection screen. Here you see different fields depending on which planning area you chose.

Specify the objects that you want to use as the source data for your plan. Note that an entry in the Profit center and Account fields is required in the planning areas "Costs/revenues" and "Balance sheet accounts". In the planning area "Statistical key figures", entries in the Profit center and Statistical key figure fields are required.
  1. To copy the data online, choose . The system copies the data and automatically displays a log.

To copy the data in the background, choose Background processing. The system displays a dialog box. Here you can overwrite the default job name "COPYPLAN".

This function only copies the transaction data. The settings for the source data are not copied over to the target version. You therefore need to maintain the functions Plan version and Version parameters.

This function does not create any line items.