Multi-Planning Area: Application Examples 

Here you will find some typical application examples for using multi-planning areas. The steps and objects that are relevant for the respective task are named for each object.

Copy

You want to copy the transaction data from planning area G1 into area G2. Both areas are structured the same, therefore they have the same characteristics and key figures.

Function type: Copy
Fields to be changed: Planning area
Parameter group: from G1 to G2

Copying with Automatic Summarization

You want to copy the transaction data from planning area G1 into area G2. Both areas contain the same key figures. Whereas the independent characteristics article and article group are in G1, G2 only contains the characteristic article group. For this reason, a breakdown according to individual articles will be lost for the data to be copied to G2: The data is automatically aggregated. To do this, create the copy function in the context of a planning level that only contains the characteristic article group. You require the following objects:

Planning level: Contains all desired key figures, but only the characteristic article group from G2
Function type: Copy
Fields to be changed: Planning area
Parameter group: from G1 to G2

Grouping Together Key Figures

The key figures sales and discount are managed in planning area G1, the key figure net revenue in planning area G2. You want to determine the net revenue using both key figures from the other planning area.

Function type: Formula
Fields to be changed: Planning area, key figure
Parameter group: {G2, net revenue} = {G1, sales} – {G2, discount}

Assignment of Key Figures to Accounts

Planning area G1 contains various financial key figures, but no account characteristic. However, there is an account characteristic in area G2, as well as a key figure value. You want to assign the amounts, which were posted in G1 for the key figures, to the appropriate accounts.

Function type: Formula
Fields to be changed: Planning area, account, key figure
Parameter group: {G2, 800000, value} = {G1, #, sales}

For syntactic reasons, the transfer of a value for the account characteristic is demanded in formula operands on the right of the assignment operator. As no such characteristic exists in planning area G1, the initial value # is transferred instead of an account.

Cost Center Assessment

Planning area G1 has the characteristics cost center and account, as well as the key figure value, which contains the amount per account and cost center. The characteristic article group and the key figure administration costs are managed in planning area G2. You want to apportion the amount posted to account 400000 of cost center 5000 to a quarter as administration costs to the article group AG1.

Function type: Formula
Fields to be changed: Planning area, article group, cost center, account, key figure
Parameter group: {G2, AG1, #, #, administration} = {G1, #, 5000, 400000, value}