Maintaining Planning Data (SAP Library - Budget Control System (BCS))

Maintaining Planning Data

Use

You can maintain planning data in a number of ways:

You can maintain your planning data in a R/3 screen as described in the activities here

You can activate Microsoft Excel as an interface for entering your planning data. For more information, see Excel Integration in Planning.

Prerequisites

You have to set up your planning, that is, define you planner profile and plan tasks, before you can enter planning data. For more information, see Customizing for Planning.

You have assigned yourself as the system user to the planner profile in which your plan tasks are defined. You assign yourself to a planner profile once in the Funds Management menu under Budgeting ® Budget Control System (BCS) ® Tools ® Planning ® Set Planner Profile.

Features

You have the following options for defining budget objects:

You can enter planning data by entering plan totals and distributing them to the individual periods using a distribution key.

You can enter planning data for the individual plan periods and have these amounts totaled by the system.

You can enter plan totals and plan periods.

There is a number of functions available for entering and maintaining planning data, for example copy, cut and insert. You can find more information under Planning Functions.

Activities

To maintain planning data, proceed as follows:

In the Funds Management menu choose, Budgeting ® Budget Control System ® Planning ® Change Planning.

If you have not assigned yourself to a planner profile, you are requested to do so.

The initial screen appears. The first plan task of the current planner profile is displayed on the initial screen You can scroll between the plan tasks in a planner profile using (Previous Layout Ctrl+F3) and (Next Layout Ctrl +F4).

Note

The system always displays the last planner profile saved in the user record. For example, if you last carried out a planning session in planning, the planner profile from this session is displayed.

Enter the characteristic values for the characteristics.

You can overwrite characteristic values proposed if they are flagged as Can be Overwritten in the definition of a plan task.

Note

If fixed values have already been entered for all characteristics when you define a plan task, you go directly to the overview screen, which means that you can enter planning data directly.

Select (Overview Screen F5), to go to the overview screen.

Enter your planning data and choose (Post Ctrl+S).

If you have entered plan totals you can go to the period overview by:

Placing the cursor on a plan value and choosing (Period Screen F2).

The period screen appears. The system displays the distribution of the plan value selected between the individual periods. You can scroll between the period screens of the individual plan data. Choose (Previous Combination Ctrl+F1) and (Next Combination Ctrl+F2).

The distribution depends on the distribution key that was defined during the definition of plan tasks. The following options are available for changing the distribution of the plan values between periods.

You can change the distribution key in the overview screen.
You can overwrite the period values displayed. The new distribution is automatically saved under the manual distribution key 0 when you save, and the new plan total is calculated if required.

Save your changes.