Before you start to plan, you should clarify the following:
Do you require your own distribution keys?
Create your own distribution keys if necessary (see also: Distribution Keys ).
Do the planner profiles and planning layouts meet your planning requirements?
Check the planner profiles and planning layouts in the standard system and define new ones if necessary (see also: The Implementation Guide (IMG) for Controlling, under
Maintain User-Defined Planner Profiles
Do you need to plan in different currencies?
Specify the use of different currencies for the controlling area.
Set the currencies in which you wish to plan or display costs in the planning layouts (see also: Currencies , Currencies in Planning ).
Maintain the translation rates (see also:
Do you want to create your own versions for alternative plans?
Create new versions if necessary.
(See also: Customizing for Cost Center Accounting under
Do you need to copy existing versions?
You must authorize copying in the source versions to be copied.
Do you want to document changes in planning?
You need to select
Integrated planning
in the relevant versions. If plan values do not yet exist, you can select Integrated planning to ensure that the system writes plan line items and transfers them to the FI/CO interface. If plan values already exist, you can arrange for the system to write the plan line items at a later date (see also:.
Line Items and Integrated Planning
).
For which cost centers/cost elements do you require Detailed Planning
Note
Once you have planned an area using detail planning, you must always use detail planning for this area.