Procedure

You can set Integrated planning either:

In version maintenance as part of fiscal-year-based parameters

a) To do this, call up the Implementation Guide (IMG) for Controlling, under Overhead Cost Controlling → Cost Center Accounting → Planning → Basic Settings → Maintain Versions or Controlling → Activity-Based Costing → Planning → Maintain Versions

b) Select Integrated planning under Settings for fiscal year .

( )

You can select or deselect Integrated planning in version maintenance only if no plan data exists in the system.

In cost center planning

If plan data exists, you can select Integrated planning in the Cost Center Accounting initial screen as follows:

Choose Accounting → Controlling → Cost centers → Planning → Planning aids → Activate integration .

This function ensures that.

All existing plan data records for controlling area/version/fiscal year are updated as line items. The system transfers these line items to the FI/CO interface.

The system transfers any existing line items from plan allocation (assessment, distribution, or accrual cost calculation) to the FI/CO interface.

( )

You can only deactivate Integrated planning if no plan data exists.

( )

To avoid system performance problems, select Background processing.

If the integrated planning run is terminated by the system, you can continue the integration in a second run. Note, however, that the corresponding plan version remains locked until integration has been completed.

Select Test run if you do not want to update the results immediately.