Integrated Planning Indicator in Versions
When you create a controlling area, the system automatically creates the Plan/actual (0) version. Actual values are posted in this version. If you only want to plan in one version, you can plan in this version (version 0).
If you want to plan in more than one version, you must define plan versions before you start. To do this, choose
Maintain Versions in the implementation guide (IMG) for Overhead Cost Orders.Integrated Planning for Internal Orders and Projects
When you set the indicator for internal orders or projects, note that a project cannot be plan integrated and statistical at the same time.
The following indicators are used for integrated planning for internal orders and projects:
Activating Integrated Planning for Internal Orders with Cost Center or Business Process Planning
To activate integrated planning for internal orders with Cost Center Accounting or Activity-Based Costing you must set the following indicators:
This gives you the following options:
|
Plan-Integrated Internal Order |
Non-Plan-Integrated Internal Order | |
Integrated planning with Cost Center Accounting and Activity-Based Costing active |
1 |
2 |
Integrated planning with Cost Center Accounting and Activity-Based Costing not active |
3 |
4 |
In this case, integrated planning is active for the internal order with Cost Center Accounting and Activity-Based Costing.
You can plan activity inputs on plan-integrated internal orders Scheduled activity is updated by the system on the sender cost center or the sender business process.
If you are planning overhead rates, overhead is applied to the internal order and the credit objects are credited. The corresponding credit objects must also be plan-integrated in this case.
If you have activated Profit Center Accounting and the General Ledger, you can transfer the internal order plan data to them.
In the plan, you can settle to the following receivers:
You can make periodic postings of plan integrated internal orders.
As a rule, it is a good idea to activate the Integ. planning indicator CstAc./BProcess-Ac in version 0.
If you only want to plan internal orders locally despite active integrated planning with Cost Center Accounting and Activity-Based Costing, then you do this non-plan-integrated.
This setting is only useful if you wish to create a complete copy of a plan-integrated version (of a plan-integrated internal order) to document planning history. Then use the target version, non-plan integrated.
You plan your internal order locally only. No integrated planning occurs.
Activation of Integrated Planning with Profit Center Accounting and the Extended General Ledger
If integrated planning of internal orders with Cost Center Accounting and Activity-Based Costing is active, you can transfer the planning data for internal orders and cost centers to other profit centers and the Extended General Ledger. To do this, highlight Integ. Planning in the version.
As a rule, it is sufficient to postpone the transfer to other applications, until cost center planning and order planning is complete. This is because only the final planning results are of importance to Profit Center Accounting and the Extended General Ledger. Moreover, if you activate the Integ. planning indicator, every planning change leads to the update of plan line items, which diminishes system performance.
Integrated Planning for Different Planning Types
The following is a summary of the planning types, showing where integrated planning is and is not allowed:
Planning type |
Integrated Planning with Cost Center Accounting and Activity-Based Costing |
Integrated Planning with Profit Center/Extended General Ledger |
Overall planning |
Allowed |
Not possible |
Primary cost planning |
Allowed |
Possible |
Revenue planning |
Allowed |
Possible |
Activity input planning |
Allowed |
Possible |
Unit costing |
Not allowed |
Not possible |
Locking a version
If integrated planning with Cost Center Accounting and Activity-Based Costing is active, and you set the Version locked indicator, you are no longer able to plan on plan-integrated internal orders. You can, however, continue to plan on internal orders, which are non-plan-integrated .