Copy actual to plan (SAP Library - Cost Center Planning (CO-OM-CCA))

Copy Actual To Plan

Procedure

To copy actual values to a new plan, proceed as follows:

Choose Accounting ® Controlling ® Cost Center Accounting ® Planning ® Planning aids ® Actual to plan.
Select the target to be copied to. To do so, choose one of the following options:

A single cost center or business process
A cost center interval or business process interval
A cost center group or business process group
All cost centers or business processes

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.

Choose a template.

Enter a From period, To period, and a Fiscal year.

Choose a target.

Enter a Version, From period, To period, and a Fiscal year.

You can copy:

– Copying data within fiscal years and periods

– Copying data between different fiscal years and periods

When copying, either all of the template selection criteria can differ from the target selection criteria or at least one of the selection criterion.

Example

You can copy the following data:

Actual reference From period To period Year	Target plan Version from period To period Year
1 6 1997	1 1 6 1997
1 6 1996	1 7 12 1997
1 12 1996	1 1 12 1997

Select the actual data to be copied.

This data may be data belonging to:

All actual data

Data belonging to particular business transactions

You can either copy plan values for all planning transactions or just for individual business transactions, such as primary costs, revenues, activity quantities.

– Structures with or without data

You can either copy the structures only (planning records without planning values) or you can copy both the structures and the corresponding planning values.

Maintain the following processing options:

– 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

Caution

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 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 system creates a list containing all the data records copied and the actual business transactions that you selected for copying.

Note

If you activated the Reset and overwrite indicator, and have already carried out a plan cost split in the target version, the system does not overwrite the data that was split. You need to carry out the split again after copying the data.

Note

To speed up copying and avoid unnecessary system use, note the following:

Select only the business transactions you have actually planned.
If copying large quantities of data, ensure that you select background processing. This means you can process data at times of minimal system usage.

If copying large quantities of data online, ensure that you start the copying program per business transaction. Ensure that you copy the activity types before you copy the other planning areas, since the system requires the activity types to update activity-dependent records.

Avoid copying existing data with the indicator Reset and overwrite. This minimizes the amount of data which has to be read during reset.

Do not use the detailed list if the list of copied records is not absolutely necessary. The basic list (without copied records) is always displayed.

Copy only parts of the cost center hierarchy.