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 Planned Results Analysis

Use

You can use planned results analysis to calculate planned results analysis data for the following purposes:

  • To simulate future results analysis data

  • To settle the planned results analysis data to Profitability Analysis (CO-PA) in integrated planning

Integration

This type of planned results analysis can only be used for projects and internal orders .

Planned results analysis is not appropriate for sales order items because the system must access periodic planned data, and such data is not available for sales order items. Planned results analysis is therefore not applicable to Product Cost by Sales Order .

Prerequisites

If you want to calculate planned results analysis data, you must have period-specific planning data.

For planned results analysis with internal orders, you can make the necessary settings in Customizing for Start of the navigation path Controlling Next navigation step Product Cost Controlling Next navigation step Cost Object Controlling Next navigation step Product Cost by Sales Order Next navigation step Period-End Closing Next navigation step Results Analysis End of the navigation path in the steps Define Results Analysis Versions and Define Valuation Methods for Results Analysis .

For planned results analysis with projects, go into Customizing for the Project System under Start of the navigation path Revenues and Earnings Next navigation step Automatic and Periodic Allocations Next navigation step Results Analysis Next navigation step Edit Results Analysis Keys and Version Next navigation step Maintain Results Analysis Versions. End of the navigation path

Proceed as follows:

  1. Do not use results analysis version 0 for planned results analysis. Instead, define a separate results analysis version for planned results analysis. In the new results analysis version, turn on the Extended Control .

  2. In the results analysis version, select the indicator Actual and plan RA .

Note Note

The Actual and plan RA indicator also includes the functionality of the Simulate actual w/ plan indicator. If you have not yet calculated any results analysis data with the Simulate actual w/ plan indicator, then you should always calculate the planned results analysis data with the Actual and plan RA indicator. For information on the indicators, use the F1 help function.

End of the note.

  1. If you want to settle the planned results analysis data to CO-PA in integrated planning, select the indicator Version relevant to settlement under Planned Results Analysis .

  1. Under Planned Results Analysis , enter a plan version. For information on the purpose of the plan version specified in the results analysis version, refer to Features .

  1. Under Planned Results Analysis , enter a cutoff period for planned results analysis. For detailed information, refer to the F1 help .

Then go into Customizing for Product Cost by Sales Order under Start of the navigation path Period-End Closing Next navigation step Results Analysis End of the navigation path in the step Define Valuation Methods for Results Analysis . Proceed as follows:

  1. Specify a valuation method for the results analysis version.

  2. Make the required settings in the simplified maintenance of valuation methods .

  3. Then go into the Expert Mode and enter a plan version there. For information on the purpose of the plan version specified in the valuation method, refer to Features .

Features

If the Actual and plan RA indicator is set, two different types of results analysis data are generated:

  • Actual results analysis data is generated in a process that valuates actual data on the basis of plan data. This process is the same as the results analysis process performed on the basis of the settings made for actual results analysis. <DS:DE.KKA_VERW_A>Istergebnisermittlung This means that to calculate the planned results analysis data, the system accesses the same Customizing settings as with the calculation of actual results analysis data.

  • Planned results analysis data is generated in a process that valuates plan data on the basis of plan data:

  1. First the plan data that replaces the actual data is determined. This plan data is determined by the plan version specified in the results analysis version under Planned Results Analysis in the plan version field.

  2. In addition, the plan data on the basis of which the plan data determined under (1) are valuated must be determined. This plan data is determined by the plan version specified in the Expert Mode of the valuation method in the plan version field.

Note Note

Constraints: If the results analysis version is defined as the version relevant to settlement for planned settlement in Customizing for results analysis in the results analysis version, the plan version entered here must have the same number as the results analysis version used for planned results analysis.

End of the note.

Planned results analysis data cannot be transferred to Financial Accounting (FI).

The planned results analysis data is updated under a separate value type.

Activities

If you want to generate planned results analysis data, you must set the indicator planned results analysis before performing results analysis in the application.

See also:

Performing Results Analysis