Example

You are manager of the controlling department and, once you have checked cost center planning, want to round off the plan financial statement according to the cost of sales method, by planning additional costs in the travel expenses area in the coming fiscal year at period level. To do this, you start the query and specify in the selection screen for the following selection criteria the values for which you want to plan costs:

You also have the option of specifying a general ledger account hierarchy corresponding to your P&L account structure.

Once you have confirmed the selection criteria, the system displays a table with columns for the general ledger accounts (cost elements), the actual values of the previous fiscal year, the planned values of the coming fiscal year, and a difference column. There is a column in the query for periods 1 - 12 for the year selected for both actual and planned values. The fields in the plan columns are ready for input You can enter there your planned costs in the row for G/L account Travel Expenses.