Executing Detailed Planning
Prerequisites
You access detailed planning by choosing Cost Center Accounting
® Planning ® Cost and activity inputs ® Change/Display. Select a row for which you wish to apply detailed planning and choose Edit ® Detailed planning ® Change/display.Features
Note the following when you use detailed planning in Cost Center Accounting:
On the detailed planning list screen you can enter an unlimited number of costing items in list form. Choose Edit to use the editing functions (such as, select, delete, cut, copy, insert, insert item, delete item).
You can make the following entries on here:
Choose Goto
® Previous/next view to call up the different list screen views. The views have different column sequences on the list screen.Item Category
The item category marks the items within costing according to their origins. It determines which type of costs can be planned for the costing item. You can control which entries are allowed for each costing row, and how the row is to be edited.
The system ignores entries in columns not supported by the item category.
The following item categories are available in Cost Center Accounting.
Used to enter variable costs. You usually select this category when using detailed planning during primary cost planning.
Used to refer to existing base object cost estimates.
Used to perform costing for an existing material.
Used to total all the costing items entered so far.
Used to enter a single line of text
Table of Item Categories in Cost Center Accounting
Item category |
Entries |
SAP System result |
V (variable item) |
Quantity, unit of measure, price |
Total value |
B (base object costing) |
Name, quantity |
Price, unit of measure, cost element, description, total value |
M (material) |
Material number, plant, quantity |
Price, unit of measure, cost element, description, total value |
S (sum) |
Total of item values above this item, or the item values specified in a formula | |
T (text) |
Description |
Resources
The resource controls the origin of a costing item. Depending on the item category, you can enter different data:
Item category "B" |
Enter a base planning object. |
Item category "M" |
Enter a material number |
Plant
For item category "M" (material), enter the plant to which the material is assigned.
Planned quantities
If you make no other entries in periodic distribution for detailed planning (Functions
® Distribution), the system distributes the quantities entered on the list screen equally among the plan periods. If rounding differences occur, the quantities are rounded down in the first periods and rounded up in the last periods (see also: Unit of measure)Unit of measure
When quantities are distributed evenly across the plan periods, the unit of measure determines how the values are to be rounded up or down, as required. You define units of measure in Customizing (Global Settings
® Check Units of Measurement). You also set the number of decimal places to which the quantities are to be displayed. Rounding is based on the defined number of decimal places. If rounding differences occur, the values are rounded down in the first periods, and rounded up in the last periods.
You plan 40 pieces at a price of $5 per piece. During definition of the unit of measure PC, you defined that values for this unit of measure are to be displayed without decimal places. The quantity is distributed evenly to the individual plan periods. Three pieces at $5 each are distributed in each of the periods 1 to 8, and four pieces at $5 each are distributed in each of the periods 9 to 12.
Lot Fix
If the quantity is to remain unchanged during lot size changes, enter "F" as the item indicator. This indicates the item as a fixed lot.
Total price (= price per unit of measure)
Used to enter the plan (anticipated) price per unit of measure. The system automatically multiplies this price by the plan quantity to get the total value of the costing item.
If you make no other entries in periodic distribution for detailed planning (Functions
® Distribution), the list screen of detailed planning distributes the prices entered evenly among the plan periods, except for rounding due to the decimal places defined in the unit of measure.Formulas
If you choose item category "S" (sum), you can enter a formula. For information about entering formulas, see the SAP Library under Controlling
® Product Cost Controlling ® Product Cost Planning ® Reference and Simulation Costing ® Working with Reference and Simulation Costing ® Creating Base Object Cost Elements ®
Entering Formulas for Costing Items.
Periodic Distribution for Detailed Planning
The quantities and corresponding prices you entered on the detailed planning list screen are first distributed evenly to the relevant periods (except for rounding due to the decimal places defined in the unit of measure).
You can change this distribution using the periodic distribution of detailed planning. To do so, on the detailed planning list screen, choose Functions
® Distribute. You can change the distribution by saving a different distribution key for the quantity and/or price in the field DK (distribution key) see Distribution Key). However, you can also plan quantities and prices manually for each individual period. The distribution key is then automatically set to 0.The system calculates the average price and the total quantity based on the quantities and prices of the individual periods. The system also calculates the average price, weighted with the quantity.
If you change periodic distribution, the system transfers to the detailed planning list screen the total quantity and the average price, weighted with the quantity, of the costing item. The system uses the changed values for Quantity and Price to recalculate the Total Quantity. These changes take effect immediately on the overview screen and the period screen in primary cost planning.
You enter three costing items. Two are to be distributed evenly, and the third to be set in the last period. On the detailed planning list screen, you enter quantities and prices for the evenly-distributed costing items. You plan the quantities and prices of the other costing items in periodic distribution.
As soon as you make new entries on the detailed planning list screen, the system changes the periodic distribution. The entry made on the detailed planning list screen is redistributed evenly on the periods. The following section contains an example of periodic distribution of plan values using detailed planning:
Enter the following on the detailed planning list screen:
Item category: V
Quantity: 6
Unit of measure: PC
Price - total: 10,00 USD
The system calculates the total value to be $ 60.00.
Then choose Functions
Period |
Price |
Quantity |
Quantity X Price |
1 |
35 |
1 |
35 |
2 |
5 |
1 |
5 |
3 |
5 |
3 |
15 |
4 |
5 |
1 |
5 |
The system calculates a total quantity of 6 PC and an average price of $12.50 (= $50/4).
The average price weighted with the quantity is calculated as follows:
($35.00 + $5.00 + $15.00 + $5.00)/6 PC = $10.00.
On the detailed planning list screen, the weighted average price is displayed as Total Price and the total quantity as Quantity. These are used to calculate the Total Value. In this example, the values on the list screen do not change.
For more information, see
Reference and Simulation Costing.