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:
Integrated planning in the order master data or the order type.
Integrated planning with
Cost Center Accounting and Activity-Based Costing
in versions.
Integrated planning with Profit Center Accounting and the Extended General Ledger in the version.
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:
Integrated planning indicator In the order master data
You can set the indicator in the order type as a default value. Choose
Integrated Planning in Order Types as Default in the
Implementation guide for Overhead Cost Orders.
The Integrated Planning indicator in the version. Cst-Ac./BProcess-Ac.
To do this, choose
Settings for
Fiscal Year
in the version
.
Highlight the required fiscal year and choose
Detail.
This gives you the following options:
|
|
|
|
1 |
2 |
|
3 |
4 |
Integrated planning with Cost Center Accounting and Activity-Based Costing active, plan-integrated order (1).
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:
Cost centers
Business processes
Internal Orders
WBS elements
Profitability segments
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.
Integrated planning with Cost Center Accounting and Activity-Based Costing is active, but the internal order is not plan-integrated (2)
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.
Integrated planning with Cost Center Accounting and Activity-Based Costing is not active, but the internal order is plan-integrated (3)
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.
Neither indicator is active (4)
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 .