Use

The function Copy actual to plan is a planning aid that lets you copy actual values automatically from business transactions that can also be planned manually. You cannot copy any periodic allocations in the actual like periodic reposting, distribution, accrual calculation. You must also execute them in the plan. You can:

Reuse large parts of your actual data from the previous year for your current fiscal year

Transfer actual values to planning within a fiscal year, independently of period

Use SAP enhancements to extend the standard functionality for copying actual data

Features

You can copy the following actual data:

Activity types

Activity quantities that are created on the sender side using manual activity allocation

Activity quantities determined through indirect activity types

Activity quantities recorded for nonallocable activity types

Actual prices

The system updates the actual prices as plan prices in the target version. In the plan, the system valuates the activity quantities consumed by the receivers.

Primary costs

You can copy only the following business transactions that can be planned manually:

Primary postings from Financial Accounting, and postings of cost element category 90 (statistical)

Repostings in CO

Actual values from automatic business transactions, such as periodic repostings or distribution cannot be copied. These enhancements enable you either to remove these cost elements, or to replace them with cost elements that can be planned manually.

Primary costs are updated by activity type if you have carried out actual cost splitting. Cost portions that have not been split, or only partially, are posted independent of activity types.

USD 20 of primary costs were posted to cost center C1. The split distributed the USD 20 on activity types AT1 and AT2 and credited the cost center with USD 20. Then USD15 was posted.

When you copy this data to your plan, the SAP system updates the following planning records:

Revenues

You can also copy statistical revenues to the cost center. The planning is also statistical.

Activity allocation

You can copy manually posted activity allocations, but not automatic business transactions.

The plan data is updated the same way as in manual planning. The system only updates the planned quantities. The costs are calculated using plan quantity X plan price. If you have carried out actual cost splitting , the system updates the activity input by activity type in the same way as the primary costs.

Order Settlement

You can copy debits to cost centers from order settlement. The plan data is updated by the system as primary or secondary order costs, depending on the source of the costs.

If you have carried out actual cost splitting, the system updates the order settlement costs by activity type in the same way as the primary costs.

There are two possibilities:

The target version does not use plan-integrated orders.

The system copies all the order settlement costs.

The target version uses plan-integrated orders.

The system only copies the settlement costs for orders that are not plan‑integrated. For plan-integrated orders, you need to use plan settlement in the target version.

If an order has been settled by cost element, the system does not copy the corresponding debit records of the cost center. The records are listed in the error log with a message saying that primary cost elements or assessment cost elements are not allowed in secondary cost planning. In order cost planning, only cost elements of category 21 (Internal settlement) are allowed. You can avoid this error by replacing the original cost element with a settlement cost element in the SAP enhancement.

Overhead

You can copy the credits posted to cost centers as overhead. Planning of overhead cost elements must be activity-independent. As with order settlement costs, only records on orders that are not plan-integrated are copied if the target version uses plan-integrated orders.

Statistical key figures

Plan statistical key figures are updated the same way as the actual statistical key figures (activity-dependent or activity-independent).