Copying Planning

Use

The Planning f unction is a planning aid that enables you to copy planning values automatically from business transactions that can also be planned manually. This offers the following advantages:

You can reuse large parts of your manual planning from the previous year for your current fiscal year.

You can transfer plan values within a fiscal year across different periods.

You can generate alternative versions.

You can use SAP enhancements to extend the standard functions for copying plan data.

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If you want the plan allocation data (such as assessment or distribution) to also be available in the target version, you need to make the corresponding allocations in the target version.

You need to create the cycles in the target version. You can copy the cycles in the reference version for this.

Features

You can copy the following planning data:

Primary costs/revenues

Primary costs (not dependent on activity)

Primary costs (dependent on activity)

Revenues

Secondary costs

Activity input (not dependent on activity)

Activity input (dependent on activity)

Other secondary costs (not dependent on activity)

Secondary order costs

Settlement costs

Credits from overhead rates

Other secondary costs (dependent on activity)

Secondary order costs

Settlement costs

Other planning data

Statistical key figures:

Activity quantities

Prices

Leading Currency

When copying planning values, you are able to specify the leading currency for costs and for prices. The standard settings is such that the system uses the transaction currency for the costs, and the controlling area for the prices.

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If, in the settings for the controlling area, you have not set the All currencies indicator in the target fiscal year, the system automatically selects the controlling area currency as the leading currency.

The system transfers the leading currency 1:1 from the reference version to the target version. The system determines all other currencies in the target version according to the value date and the exchange rate type.

You can select the following currencies for costs:

Controlling area currency

Transaction currency

You can only select the transaction currency if you have already selected All currencies in the reference and target fiscal year of your controlling area. If, however, this indicator is not selected in a given fiscal year, the system automatically selects the controlling area currency as the leading currency.

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If you have planned using the transaction currency, you must also copy using the transaction currency.

Object currency

You can only select the object currency if you have already selected All currencies in the reference and target version of your controlling area. If, however, this indicator is not selected in a given version, the system automatically selects the controlling area currency as the leading currency.

The transaction currency is set as a default.

You can select the following currencies for prices:

Controlling area currency

The controlling area currency is set as a default.

Object currency

SAP Enhancements

You can enhance the standard functions for copying planning data. You can process the data imported for copying before you transfer it to the planning interface for validation and updating. For this, you can use the enhancement COOMKPT4.

For a detailed description, see the online help for enhancement COOMKPT4, and the Implementation Guide for Controlling , under Cost Center Accounting → Planning → Planning Aids → Develop Enhancements for Copying Actual and Plan Data

1:1 copies or 1:n copies

You can copy planning data as follows:

1:1

You copy planning data belonging to one ore more reference cost center(s) to the same cost center(s) in the target version.

1:n

You copy planning data belonging to one ore more reference cost center(s) to one or more differently named cost center(s) in the target version.

For information about this procedure, see Copying Planning