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 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:

  • 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:

 

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

  • 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 .