Executing Manual Planning (SAP Library - Cost Center Planning (CO-OM-CCA))

Executing Manual Planning

Purpose

This process describes how to execute cost center planning and lists the aids provided by the SAP R/3 System. This process applies to all applications in the SAP R/3 System, which use the planning layouts and planner profile methods. These are as follows:

Cost Center Accounting
Internal orders
Activity-Based Costing
Real Estate Controlling
Project System

Process Flow

The graphic shows the screen sequence used in planning.

Planning

Set planner profile

Costs/activity inputs

Activity output/prices

Statistical key figures:

Change/create

This graphic is explained in the accompanying text

Initial Screen

Depending on the planner profile selected (see also: Planner Profiles) the initial screen contains the first planning layout that this planner profile contains (see also: Planning Layouts). You can scroll between the planning layouts of a planner profile.

As well as displaying the groups you have used, you can also display the planner profile and the planning layout(s) contained in it (see also: Manual Planning Aids).

You can use various indicators to control how much data is to be prepared for the following overview screen.

Note

If you have locked a planning transaction for some of the periods in the fiscal year in the period lock, and you are using a period interval for manual planning that contains at least one of the locked periods, then the system does not allow you to plan. This also applies to the periods that are not locked.

Therefore, you should use only period intervals that do not contain locked periods.

Overview Screen

The overview screen layout depends on the planner profile and related planning layouts. You can manually change individual settings, such as scaling or the layout of rows and columns, during planning.

Note

The first plan or actual record that you post to an object in a fiscal year using a certain cost element is the record that determines the unit of measure for the consumption. If there is no unit of measure, then you cannot plan consumption. You need to differentiate between the following:

There is still at least one plan record (in another version)

You can only change the unit of measure and the consumption in the version that was planned first. Once you have defined a unit of measure in that version, which is valid for the whole fiscal year, the consumption (in this unit of measure) is ready for input for all versions. The unit of measure in the first version can only be changed until planning data is posted in another version. After this, you can only make the unit of measure ready for input by deleting the plan records in all versions, and re-creating the required unit of measure.

At least one actual record already exists

You need to reverse the actual records that exist, and re-create the required unit of measure. After this, the consumption in planning (under this unit of measure) is ready for input.

Orders have at least one database record for actual or plan values. This database comes from an order settlement (by cost element).

Even after an order settlement is reversed, a database record still exists, and prevents the unit of measure from being changed.

Period Screen

In the period screen you can display or change the period-based distribution of your plan value.

You can select the period screen either for each row from the planning overview screen or from the initial screen.