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Use

The Planning function is a planning aid that enables you to copy planning values automatically from business transactions that can also be planned manually. You can:

Note

If you want the plan allocation data (such as assessment or distribution) to also be available in the target version, you need to make the corresponding allocations in the target version.

You need to create the cycles in the target version. You can reference the cycles in the source version for this.

Features

You can copy the following planning data:

  1. Primary costs/revenues
    1. Primary costs (not dependent on activity)
    2. Primary costs (dependent on activity)
    3. Revenues
  2. Secondary costs
    1. Activity input (not dependent on activity)
    2. Activity input (dependent on activity)
    3. Other secondary costs (not dependent on activity)
      1. Secondary order costs
      2. Settlement costs
      3. Credits from overhead rates
    4. Other secondary costs (dependent on activity)
      1. Secondary order costs
      2. Settlement costs
  3. Other planning data
    1. Statistical key figures:
    2. Activity quantities
    3. Prices

Leading Currency

When copying planning values, you are able to specify the leading currency for costs and for prices. The standard settings is such that the system uses the transaction currency for the costs, and the controlling area for the prices.

Note

If, in the settings for the controlling area, you have not set the All currencies indicator in the target fiscal year, the SAP R/3 System automatically selects the controlling area currency as the leading currency.

The system transfers the leading currency 1:1 from the source version to the target version. The system determines all other currencies in the target version according to the value date and the exchange rate type.

You can select the following currencies for costs:

You can only select the transaction currency if you have already selected All currencies in the source and target fiscal year of your controlling area. If, however, this indicator is not selected in a given fiscal year, the SAP R/3 System automatically selects the controlling area currency as the leading currency.

Note

If you have planned using the transaction currency, you must also copy using the transaction currency.

You can only select the object currency if you have already selected All currencies in the source and target version of your controlling area. If, however, this indicator is not selected in a given version, the SAP R/3 System automatically selects the controlling area currency as the leading currency.

The transaction currency is set as a default.

You can select the following currencies for prices:

The controlling area currency is set as a default.

SAP Enhancements

You can enhance the standard functions for copying planning data. You can process the data imported for copying before you transfer it to the planning interface for validation and updating. The enhancement COOMKPT4 offers the following:

For a detailed description, see the online help for enhancement COOMKPT4, and the Implementation Guide (IMG) for Controlling, under Cost Center Accounting ® Planning ® Planning Aids ® Develop Enhancements for Copying Actual and Plan Data.

1:1 copies or 1:n copies

You can copy planning data as follows:

  1. 1:1

You copy planning data belonging to one ore more reference cost center(s) to the same cost center(s) in the target version.

  1. 1:n

You copy planning data belonging to one ore more reference cost center(s) to one or more differently named cost center(s) in the target version.

 

For information about this procedure, see Copying Planning.

 

 

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