Planner Profile 

Definition

Hierarchically structured overview of plan tasks.

In a planner profile, the plan tasks to be used in planning and the order in which they are to be used are defined per FI-SL summary table.

Use

Planner profiles provide the planner with a selection of the plan tasks that are created for his/her area of responsibility. Before a planner can start planning, he/she has to assign a planner profile to him/herself.

You use planner profiles to control the planning process. For each summary table, they determine which plan tasks are used with which pre-configurations. For each table, you can define multiple plan tasks.

The plan tasks are assigned to a planner profile as profile items. The profile items define the order of the plan tasks in a planner profile. You can assign the same plan task to a planner profile several times, but only with different pre-configurations.

In a planner profile, you make the following default parameters for planning:

·        Authorizations

You can assign an authorization group to each planner profile.

By defining planner profiles specifically for the planners and assigning corresponding authorization groups to the planner profiles, you can ensure that the individual planners can only complete planning in their individual areas of responsibility.

·        Default parameters

You can assign default parameters to your planning layouts. The combination of planning layout and default settings is a plan task.

With the default parameters, you provide default values for variables of a planning layout. In a planner profile, you define whether values can be overwritten when completing planning.

You define planner profiles in Customizing for the Special Purpose Ledger under Planning → Define Planner Profile.

When you define the planner profile, you can set an indicator for the second and third currencies to define that the currency fields are ready for input. This means that in the planning, you can enter amounts in these currencies without the amounts from the first currency being translated into the second and third currency.

If you do not set the indicator, amounts in the first currency are automatically translated into the second and third currency if you have included the fields in your planning layout.

Structure

Planner profiles are structured hierarchically.

General planner profiles

·        Summary table 1 (can be planned)

¡        Plan tasks for summary table 1

·        Summary table 2 (can be planned)

¡        Plan tasks for summary table 2

§         Default parameters

Integration

You can use planner profiles from other applications such as Profitability Analysis (CO-PA) or Cost Center Accounting (CO-OM) and enhance them to include plan tasks from the special purpose ledgers.