Procedure
To copy planning, proceed as follows:
Before using the copying transaction, you can specify the currency in which the costs and prices are to be recorded. Choose Plan currencies and select a currency for costs, and for prices.
· If you have posted multiple planning records for a cost element with different transaction currencies, do not select the object currency and the controlling area currency. Instead, select the transaction currency as the leading currency.
· You can only select the transaction currency for costs and prices if you have already selected All currencies in the source and target fiscal year of your controlling area.
· You only copy planned records in transaction currency if the transaction currency is the leading currency.
You can also define a selection variant in which you specify selection criteria that meet your particular requirements.
To do so, choose Selection variant and the Create icon.
Enter a Version, From period, To period, and a Fiscal year.
Enter a Version, From period, To period, and a Fiscal year.
You can copy:
– Within fiscal years, periods, and versions
At least one of the above selection criteria must be different in the target version. Planning values cannot be copied to themselves.
– Between different fiscal years, periods, and versions
When copying, either all of the template selection criteria can differ from the target selection criteria or at least one of the selection criterion.
You can copy the following data:
Copy from |
Targets |
||||||
Version |
From period |
To period |
Year |
Version |
From period |
To period |
Year |
0 |
1 |
12 |
1997 |
1 |
1 |
12 |
1997 |
0 |
1 |
12 |
1997 |
0 |
1 |
12 |
1998 |
0 |
1 |
6 |
1997 |
0 |
7 |
12 |
1997 |
The system copies planning data belonging to one ore more template cost center(s) to the same cost center(s) in the target version.
Activate Choose template
Choose Select
Enter the template cost center you require.
You can only copy 1:n (multiple copies) if you are not using detailed planning.
This data may be data belonging to:
You can either copy planning values for all planning transactions or just for individual business transactions, such as activity-independent primary costs or activity-independent activity inputs.
– Planning structures with or without data
You can copy only the planning structures, that is planning records without planning values, or you can copy the structures and the corresponding planning values.
These are texts that you entered during the planning process
You can copy detailed planning, provided:
– The template and target fiscal year are identical
– You copy the data for all periods, not for individual periods
– Do not change
If you do not want the system to change the data in the target, activate the Do not change indicator.
If you want to copy data for a certain object that already has data in the target version, the system does not copy the actual data if the indicator Do not change is active.
– Reset and overwrite
When you set this indicator, the SAP system deletes any existing data in the target version. You therefore should check to make sure that you want to overwrite the existing data.
– Background
If you want to copy large volumes of planning data, you should schedule a background job for a time when system workload is low and activate the Background processing indicator.
– Test run
If you do not want the system to update the results, select Test run. The system then generates a log, but does not change any data.
– Detail list
The SAP system creates a list with all copied data records and the planning processes selected for copying.
To speed up copying and avoid unnecessary system use, note the following:
Copying multiple periods or an entire fiscal year has only a minimal effect on runtime when compared with copying a single period.