Setting Up Planning 

Purpose

Before you can complete planning in the Special Purpose Ledger, you have to set up planning in Customizing.

The activities for setting up planning are found in Customizing under Financial Accounting ® Special Purpose Ledger ® Planning.

Process flow

You have to complete the following activities:

  1. Define one or more planning layouts.

For each planning layout, you determine which summary table your planning is to be based on, which characteristics and key figures are to be used, and the layout of the creation screen. You can also enter certain values for selected characteristics and key figures.

You define a planning layout for each variant of your planning.
  1. Define one or more planner profiles and assign the desired planning layouts to each planner profile.

Planner profiles are used to provide the individual planner a selection of the plan tasks that are created for his/her area of responsibility.

With a planner profile, you control the planning process. For each summary table, you determine which plan tasks are to be used, that is, which planning layouts with which default parameters. You also determine which users are allowed to complete which planning activities by assigning an authorization group to each planner profile.
  1. A planner profile must be assigned to each user who is to carry out planning. To assign a planner profile, from the main menu choose Accounting ® Financial accounting ® Special Purpose Ledger ® Planning ® Set planner profile.

Result

You have set up planning. The individual planners can now enter their plan data. You can read more about how to create plan data and the functions available in Entering Plan Values.