Working with the Planning Tool
Use
With the planning tool, you can execute the following functions in one step:
Working with the planning tool is a alternative method to the activities described in
Setting Up Planning.The functions of the
Prerequisites
To create a plan task using the planning tool, the planner profile, to which you want to assign this plan task, has to be defined. You define planner profiles in Customizing under Financial Accounting ® Special Purpose Ledger ® Planning ®
Define Planner Profile.Features
Screen layout
The screen of the planning tool is made up of two areas:
On the Plan task tab, which is on the left-hand side of the screen, the planner profiles with their assigned plan tasks are displayed. On the Online help tab, detailed information on the individual activities is displayed.
On the right side of the screen, you define your plan task and execute planning.
Functions
The planning tool contains the following functions:
You cannot use sets for periods.
Activities
You can access the planning tool by choosing Accounting ® Financial accounting ® Special Purpose Ledger ® Planning ® Plan values ® Planning tool.
Detailed information on the individual activities is displayed on the left-hand side of the screen. Choose the information button to display information on the desired field group.