Use
The standard system includes planning layouts for all planning areas. You can use these standard planning layouts, copy and adapt them to your requirements, or create completely new planning layouts. The standard planning layouts are divided into two categories: Planning layouts permanently assigned to a planner profile and planning layouts not yet assigned to a planner profile. The unassigned planning layouts are required only for special situations. Before using these unassigned planning layouts, you must first assign them to the corresponding planner profile.
Standard planning layouts are supplied only in client 000. To use the planning layouts in other clients, you must import them into the given client. You should execute this import after each release upgrade. For more information, see Customizing for Controlling under Controlling ® General Controlling
The standard planning layouts are protected. They cannot be changed. To create your own planning layouts with a similar structure to a standard planning layout, first copy the standard planning layout under a different name and then change the copy.
Integration
A list of standard planning layouts with brief descriptions is provided below.
SAP supplies the following planning layouts:
Cost Element/Activity Input Planning
Planning layouts |
Description |
Assigned to Planner Profile |
1 - 101 |
Activity-independent and activity-dependent primary cost element planning |
SAP101, SAPALL |
1 - 102 |
Activity-independent and activity-dependent activity input planning |
SAP102, SAPALL |
1 - 102P |
Activity-independent and activity-dependent process input planning |
SAPALL |
1 - 103 |
Activity-independent cost and revenue element planning |
SAP103 |
1 - 104 |
Activity-independent and activity-dependent secondary order cost planning |
SAP104, SAPALL |
1 - 104P |
Primary and secondary order cost planning for business processes |
SAPALL |
1 - 161 |
Decentralized simplified planning of costs and revenues |
SAPEASY |
1 - 162 |
Centralized simplified planning of costs and revenues |
SAPEASY |
1 - 1R1 |
Resource planning |
SAPR&R |
1 - 1R1 |
Value-based dependency planning |
SAPR&R |
1 - 1R3 |
Quantity-based dependency planning |
SAPR&R |
Not assigned 1 - 151 |
Activity-independent cost planning in transaction currency |
|
1 - 152 |
Activity-independent cost planning for four quarters |
|
1 - 153 |
Cost element planning for two versions |
|
1 - 154 |
Cost element planning with previous year figures displayed |
|
1 - 155 |
Activity output (sender perspective) with receiver valuation |
|
1- 156 |
Central planning of a cost element |
|
1 - 157 |
Cost element plan/actual comparison |
Planning layouts 1 - 151 to 1 - 157 are provided in addition to the planning layouts already included in the planner profiles.
Activity Type Planning
Planning layouts |
Description |
Assigned to Planner Profile |
1 - 201 |
Standard activity type planning |
SAP101, SAP102, SAPALL |
1 - 201C |
Centralized planning of activity types/prices |
SAPALL |
1 - 202 |
Simplified PP planning |
SAP103 |
1 - 203 |
Activity type planning with actual price indicator, switching structure for cost component splitting |
SAP104 |
1 - 204 |
Activity type planning with prices and additional attributes, such as predistribution of fixed costs |
SAP101, SAPALL |
1 - 261 |
Simplified price planning |
SAPEASY |
1 - 262 |
Centralized simplified price planning |
SAPEASY |
Statistical Key Figure Planning
Planning layouts |
Description |
Assigned to planner profile |
1 - 301 |
Activity-independent statistical key figure planning |
SAP101, SAP102, SAP103 |
1 - 302 |
Activity-dependent statistical key figure planning |
SAP104 |
1 - 303C |
Centralized statistical key figure planning |
SAPALL |
1 - 361 |
Simplified statistical key figure planning |
SAPEASY |
1 - 362 |
Centralized simplified statistical key figure planning |
SAPEASY |
Planning Layouts for Cost Element/Activity Input Planning
With this planning layout you can plan:
The following table provides examples of planning records in this planning layout that can be used individually or collectively.
Header
Period
Fiscal year
Version
Cost centers
Activity type |
Cost element |
Cost element categories |
Business transaction |
- |
400.000 |
1 |
Activity-independent primary cost planning |
- |
800.000 |
11/12 |
Revenue planning |
Production hour |
400.000 |
1 |
Activity-dependent primary cost planning |
- |
655.000 |
21 |
Activity-independent planning of settlement costs |
Production hour |
655.000 |
21 |
Activity-dependent planning of settlement costs |
- |
661.000 |
41 |
Planning for credits from overhead |
To use activity-dependent and activity-independent planning in one planning layout, proceed as follows:
The following table provides examples of planning records in this planning layout that can be used individually or collectively.
Header
Period
Fiscal year
Version
Cost centers
Receiver act. type |
Sender cost center |
Sender activity type |
Business transaction |
- |
4210 |
REP |
Activity-independent activity input planning |
Production hour |
4210 |
REP |
Activity-dependent activity input planning |
The following table provides examples of planning records in this planning layout that can be used individually or collectively.
Header
Version
Fiscal year
Period
Cost centers
Cost/revenue element |
Cost element categories |
Business transaction |
400.000 |
1 |
Activity-independent primary cost planning |
800.000 |
11/12 |
Revenue planning |
Planning layout 1 - 104 was originally intended for secondary order cost planning. With this planning layout you can plan:
The following table provides examples of planning records in this planning layout that can be used individually or collectively.
Header
Version
Fiscal year
Period
Cost centers
Cost element |
Receiver acty type |
Sender cost center |
Cost element type |
400.000 |
- |
- |
1 |
800.000 |
- |
- |
11/12 |
400.000 |
Production hour |
- |
1 |
655.000 |
- |
- |
21 |
655.000 |
Production hour |
- |
21 |
634.000 |
- |
- |
41 |
655000 |
4210 |
21 |
This planning layout allows you to plan locally (for each cost element) the total plan costs, without having to enter additional attribute values.
This planning layout allows you to plan centrally (for each cost center) the total plan costs, without having to enter additional attribute values.
This planning layout lets you plan quantity-based primary costs.
The characteristics activity type, cost element, resource, consumption and costs are displayed together. The resource is a new characteristic that can be positioned anywhere in the layout: For example, in the header, in a lead column or in a value column. You can also include three new key figures in the planning layout for resource planning.
The system calculates as follows:
Only the consumption quantities are displayed as ready for input in the planning layout.
It is possible to plan resources and cost elements in one planning layout. If the cost element and the resource are in the same lead column, and you enter only a resource, the system derives the cost element from the resource master data.
If you have executed detailed planning (by resource) for one or more cost elements, the system accumulates the costs below the cost element at resource level. These costs can then be used, for example, for distribution, assessment or plan cost splitting.
You use this planning layout for value-based planning of primary costs. You can add the following new key figures to the planning layout for value-based dependency planning:
The system calculates as follows:
Depending on the dependency type, the fields Fixed dependency price, Variable dependency price, Plan fixed costs, and Plan variable costs in the planning layout are ready for input.
This planning layout lets you plan quantity-based primary costs. The characteristics activity type, cost element, resource, consumption and costs are displayed together. You can also include three new key figures in the planning layout for value-based dependency planning:
The system calculates as follows:
Depending on the dependency type, the fields Fixed dependency qty, Variable dependency qty, Plan fixed consumption, Plan variable consumption, Plan fixed costs, and Plan variable costs in the planning layout are ready for input.
You can use this planning layout to plan costs in transaction currency.
This planning layout allows you to plan by fiscal quarter.
You use this planning layout to enter plan values for two different versions. The SAP R/3 System calculates the difference between the two values.
This planning layout lets you display the previous year plan values for costs and consumption, in addition to the current plan values. The SAP R/3 System calculates the difference between the two values.
This planning layout allows you to plan sender outputs. From a sender perspective, you plan: How high is the activity output of the sender?
You can use this planning layout to plan centrally the costs and consumption of a cost element for all cost center/activity type combinations. The "Cost element" characteristic is in the planning layout header, the "Cost center/activity type" characteristic is in the rows.
With this planning layout, you can plan activity-independent costs while displaying the actual values of a comparison year.
Planning Layouts for Activity Types/Price Planning
Planning layout 1 - 201 lets you plan activity types on cost centers or cost center groups. The planning layout value columns contain the following key figures:
Distribution key, Activity unit, Plan price indicator, Long text exists, and Average price are added to the value columns as attributes.
This planning layout contains only key figures and attributes relevant to production planning. This includes the following characteristics and attributes:
In addition to key figures for activity type planning (see also 1 - 201) this planning layout has key figures and attributes which give you the following activity type planning options.
In this planning layout you can plan activity types with the following attributes:
This planning layout lets you plan total prices for each activity type. Available attributes are Price unit, Distribution key, and Long text exists.
This planning layout lets you plan total prices centrally. Available attributes are Price unit, Distribution key, and Long text exists.
Planning Layouts for Statistical Key Figure Planning
You can use planning layout 1 - 301 to plan a current and a maximum value. Available attributes are Distribution key, Unit, Key figure type and Long text exists.
Planning layout 1 - 302 contains the same value columns as the planning layout for activity-independent key figure planning. It differs only in the lead columns. While planning layout 1 - 301 has only one lead column (statistical key figure), planning layout 1 - 302 has two: Activity type and Statistical key figure. With this planning layout you can plan activity-independent and activity-dependent statistical key figures.
To use activity-dependent and activity-independent planning in one planning layout, proceed as follows:
You can use this planning layout to plan a current value. Available attributes are Distribution key, Unit, Key figure type and Long text exists.
This planning layout allows you to plan centrally (for each cost center) a current value. Available attributes are Distribution key, Unit, and Long text exists.