AC410_EN_Col52_FV_Inst_A4 (第10页)

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Unit5: Planning AC410

2. Plan12,000juniorconsultanthoursforcostcenter301#(consultantFI/CO)

and9,600forcostcenter302#(consultantLO).Theplanactivityisto be

distributedevenlyacrossallpostingperiods. Checkthesettingontheperiod

screen. Save your plan.

a) Inlayout1-201yougotothenext costcenter.

Goto → Next combination

Cost Center 301## 302##

Plan Activity 12,000 9,600

VS 1 1

Placeyourcursorinthe“PlanActivity”column.Goto→Periodscreen.

Save your data!

3. Plan activity type S## for the consulting cost centers (cost center group

B30##). Choose free entry.

a) In the initial screen for planning, change the value in the Activity

type field.

Activity Type S##

Goto → Overview Screen

4. Plan12,000seniorconsultanthoursforcostcenter301#(consultantFI/CO)

and9,600 for cost center302#(consultant LO). Theplan activity is to be

distributed evenly across all posting periods.

Save your plan.

Cost Center 301## 302##

Plan Activity 12,000 9,600

VS 1 1

Placeyourcursorinthe“PlanActivity”column.Goto→Periodscreen.

Save your data!

5. CalltheCostCenters: PlanningOverviewforperiods1through12ofthe

currentfiscalyearandcostcenter301##(FI/COConsulting).

Continued on next page

350

Cost Center	301##	302##
Plan Activity	12,000	9,600
VS	1	1

Cost Center	301##	302##
Plan Activity	12,000	9,600
VS	1	1

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AC410 Lesson: Planning Process

Check your entries.

a) CCA:InformationSystem→ReportsforCostCenterAccounting→

PlanningReports→Costcenters: PlanningOverview

FieldNameorDataClass Values

Cost Center 301##

Fiscal year current

Period 1 to 12

Version 0

Planning Overview → Execute

Task 4:

Plan the costs on the cost centers.

Hint: Ifyoudidnotworkthroughtheexerciseonplanninglayouts,orif

foranyreasonyoucannotaccessyourownplanninglayoutforactivity

typeplanning,useplannerprofileSAPEASYforthisexercise.

1. Salarycosts(costelement430000)areplannedcentrallybytheheadofthe

consultingdepartmentforallcostcenters(B##). Themanagerpresentsyou

with a list of the corresponding plan data and asks you to enter it in the

system. Choose planning layout1-162 for this (Cost element planning:

central, simple). Thevaluestobeenteredareannual valuesthat aretobe

evenlydistributed acrossthe posting periods.

Cost Center Planned Costs

201## 60,000

202## 252,000

Continued on next page

351

FieldNameorDataClass	Values
Cost Center	301##
Fiscal year	current
Period	1 to 12
Version	0

Cost Center	Planned Costs
201##	60,000
202##	252,000

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Unit5: Planning AC410

Cost Center Planned Costs

203## 192,000

301## 2,532,000

302## 1,560,000

a) Solution to task 1:

CCA: Planning →Set planner profile

Planner profile SAPEASYor Z-##

b) Solution to task 1-1:

CCA:Planning→Costs/ActivityInputs→Change→Goto→Next

Layout (1-162)

FieldNameorDataClass Values

Version 0

From period 1

To period 12

Fiscal year Current

Cost Center Group B##

Cost Element 430000

Entry

Form-based Select

Goto → Overview Screen

CostCenter 201## 202## 203## 301## 302##

Total plan 60,000 252,000 192,000 2,532,000 1,560,000

costs

VS 1 1 1 1 1

Save your data!

2. Theothercosts(costelements473120through477000)incurredbythecost

centers (cost center groupB##) are planned by the cost center managers

themselves,eachmanagerbeingresponsibleforthesefigures. Thefollowing

Continued on next page

352

Cost Center	Planned Costs
203##	192,000
301##	2,532,000
302##	1,560,000

FieldNameorDataClass	Values
Version	0
From period	1
To period	12
Fiscal year	Current
Cost Center Group	B##
Cost Element	430000
Entry
Form-based	Select

CostCenter	201##	202##	203##	301##	302##
Total plan costs	60,000	252,000	192,000	2,532,000	1,560,000
VS	1	1	1	1	1

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AC410 Lesson: Planning Process

graphicliststheplandataoftheindividualcostcenters. Chooseplanning

layout 1-161 (cost element planning: simple layout) in planner profile

SAPEASY.

Thevaluestobeenteredareannualvaluesthataretobeevenlydistributed

acrossthepostingperiods. Useform-basedentry.

Continued on next page

353

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Unit5: Planning AC410

Cost Center Cost Element Planned Costs

101## 473120–Telephonecosts 84,000

201## 476000 –Officesupplies 24,000

202## 476100 – IT supplies 98,400

203## 475000 – Vehicle costs 1,320,000

a) Goto → Next Layout (1-161)

FieldNameorDataClass Values

Version 0

From period 1

To period 12

Fiscal year Current

Cost Center Group B##

Cost Element 473120

to 477000

Entry

Form-based Select

Goto → Overview Screen

To go to the next cost center, choose

Goto → Next combination

Cost Cost Element PlannedCosts VS

Center

101## 473120 – Telephone costs 84,000 1

201## 476000 – Office supplies 24,000 1

202## 476100 – IT supplies 98,400 1

203## 475000 – Vehicle costs 1,320,000 1

Save your data!

Continued on next page

354

Cost Center	Cost Element	Planned Costs
101##	473120–Telephonecosts	84,000
201##	476000 –Officesupplies	24,000
202##	476100 – IT supplies	98,400
203##	475000 – Vehicle costs	1,320,000

FieldNameorDataClass	Values
Version	0
From period	1
To period	12
Fiscal year	Current
Cost Center Group	B##
Cost Element	473120
to	477000
Entry
Form-based	Select

Cost Center	Cost Element	PlannedCosts	VS
101##	473120 – Telephone costs	84,000	1
201##	476000 – Office supplies	24,000	1
202##	476100 – IT supplies	98,400	1
203##	475000 – Vehicle costs	1,320,000	1

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AC410 Lesson: Planning Process

3. UsereportCostCenters: Actual/Plan/Variancetochecktheresultsofmanual

planningfortheconsultingCostCenters: Actual/Plan/VarianceCallupthe

reportforthecostcentergroupB##forthecurrentperiodonlysothatyou

cancomparetheplandatawiththeactualdata. Usethevariantfunctionto

review some of your cost center plans.

a) CCA:InformationSystem→ReportsforCostCenterAccounting→

Plan/ActualComparison→Costcenters: Actual/Plan/Variance

FieldNameorDataClass Values

Controlling Area 1000

Fiscal year current

From period 1

To period 12

Plan version 0

Cost Center Group B##

Program → Execute

Task 5:

Planthecostsontheconsultingcostcentersusingresourceplanning.

Plan the costs for further training on the cost centers “consultant FI/CO” and

“consultantLO”. ThetrainingyouareinterestedinincludesSAPtrainingcourses

aswellasotherbusinessadministrationcourses. Thetrainingcostsarecalculated

bymultiplyingthenumberofcoursedaysbythepriceofthecourseperday.

1. Forresourceplanning,usetheplannerprofileSAPR&R.

a) CCA: Planning → Set planner profile

Planner profile SAPR&R

Enter

2. NowplanthenumberofSAPcoursedays. Carryoutyourplanningusing

layout 1-1R1 (Resource Planning) for the current fiscal year. For cost

center 301## (FI/CO Consulting), you plan the costs for attendingSAP

trainingcourses(SAP-TRAIN,costelement476400). Choosefreeentry.

Whatdataisalreadyinthetableandwheredoesitcomefrom?

Continued on next page

355

FieldNameorDataClass	Values
Controlling Area	1000
Fiscal year	current
From period	1
To period	12
Plan version	0
Cost Center Group	B##

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Unit5: Planning AC410

___________________________________________

a) CCA:Planning→Costs/ActivityInputs→Change(Layout1-1R1)

FieldNameorDataClass Values

Version 0

From period 1

To period 12

Fiscal year current

Cost Center 301##

Cost Element 476400

Resource SAP Train

Entry

Free Select

Goto → Overview Screen

Theresourcepriceistakenfromtheconditiontype.

3. Plan180coursedaysandconfirmyourentriesbypressingENTER.

What information is displayed?

___________________________________________

Save your entries but remain in the layout so that you can plan the BA

course (BA-TRAIN) days.

a) Enter the plannedresourceconsumption.

Planfixedconsumption 180

Enter

Thetotalcostsincurredbycoursedayinputaredisplayedintheplan

fixed costs column.

Save your data!

Continued on next page

356

FieldNameorDataClass	Values
Version	0
From period	1
To period	12
Fiscal year	current
Cost Center	301##
Cost Element	476400
Resource	SAP Train
Entry
Free	Select

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AC410 Lesson: Planning Process

4. Forcostcenter301##(FI/COConsulting),planthecostsforattendingBA

trainingcourses(costelement476400). Choosefreeentry.

a) On the initial screen for resource planning, change the value in the

resources field to BA-TRAIN##.

Resource BA-Train

Goto → Overview Screen

5. Explain theresourcepricethat is displayed.

Display the period values.

Answer: Theresourcepricecomesfromtheconditiontype.

Theresourcepricedisplayedistheaverageoftheperiodicallymaintained

prices.

Goto → Period screen.

6. Plan60coursedaysandconfirmyourentriesbypressingENTER.

Save your entries.

a) Goto → Overview Screen

b) Enter the planned resource consumption.

Planfixedconsumption 60

Save your data!

7. Check the plan costs of cost center 301## for training in the report Cost

Centers: Plan Overview for all periods of the current fiscal year and

version 0.

Howdoestheamountofplannedcostsariseforcostelement476400(costs

for further training)?

___________________________________________

Continued on next page

357

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Unit5: Planning AC410

___________________________________________

a) CCA:InformationSystem→ReportsforCostCenterAccounting→

PlanningReports→Costcenters: PlanningOverview

FieldNameorDataClass Values

Cost Center 301##

Fiscal Year current

Period 1 to 12

Version 0

Planning Overview → Execute

c) Theplanningamountforcostelement476400istheresourceinputfor

theSAPcoursesandbusinessadministrationcourses.

Task 6:

Planthecostsonthecostcentersusingdependencyplanning.

Whenplanningtrainingcosts,themanagerofcostcenter302##(LOConsulting)

usesadifferentplanningstrategythanthemanagerofcostcenter301##(FI/CO

Consulting). Themanagerofcostcenter302##wantseachemployeeontheircost

center to attend a certain number of course days per year. For this reason, the

managerdoesnotplanthenumberofcoursedaysforthecostcenterasawhole,

butplansthenumberofcoursedaysperemployeeinstead.

1. Use the SAPEASYplanner profilefor planning thestatistical key figure

employee,or,ifyoudidtheoptionalplanninglayoutexercises,useplanner

profile Z-##.

a) CCA: Planning →Set planner profile

Planner profile SAPEASYor Z-##

Enter

2. Useplanninglayout1-361forcentralplanning. Plantheexistingstatistical

keyfigure 9100(employees) oncostcenter 302##(LO Consulting). Use

form-based entry.

Continued on next page

358

FieldNameorDataClass	Values
Cost Center	301##
Fiscal Year	current
Period	1 to 12
Version	0

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AC410 Lesson: Planning Process

Plan 15 employees on the cost center.

a) CCA:Planning→StatisticalKeyFigures→Change

FieldNameorDataClass Values

Version 0

From period 1

To period 12

Fiscal Year Current

Cost Center 302##

Statist. Key Figure 9100

Entry

form-based Select

Goto → Overview Screen

Current plan value 15

VS 1

Save your data!

3. For quantity-based dependency planning, use the planner profile

SAPR&R.

a) CCA: Planning → Set planner profile

Planner profile SAPR&R

Enter

4. Plancostelementsusingplanninglayout1-1R3quantity-baseddependency

planningforthewholeofthecurrentfiscalyear. Youplanthetrainingcosts

(costelement476400)forcostcenter302##(LOconsulting). Youonlyplan

SAP training days (SAP-TRAIN).

Continued on next page

359

FieldNameorDataClass	Values
Version	0
From period	1
To period	12
Fiscal Year	Current
Cost Center	302##
Statist. Key Figure	9100
Entry
form-based	Select

Current plan value	15
VS	1

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Unit5: Planning AC410

Choose free entry.

a) CCA:Planning→Costs/ActivityInputs→Change→Goto→Next

Layout (1-1R3)

FieldNameorDataClass Values

Version 0

From period 1

To period 12

Fiscal Year Current

Cost Center 302##

Cost Element 476400

Resource SAP Train

Entry

Free Select

Goto → Overview Screen

5. What data doesthe table already contain?

Answer: Theresourcepricefor SAPcoursedays.

6. Enter planning dependency 2, as you use statistical key figures for your

planningwhichyouenteredwithoutreferencetoaparticularactivitytype.

Chose ENTER.

Thedependencysourcetypeisthenumberofemployees(9100).

Confirm your entries by pressingENTER.

Whyisthedependencysourcequantity180units?

Eachemployeeistoattendanaverageof2daysofSAPtrainingperperiod

(=dependencyquantity). ConfirmyourentriesbypressingENTER.How

higharethetotalplancostsforSAPtrainingcourses?

Continued on next page

360

FieldNameorDataClass	Values
Version	0
From period	1
To period	12
Fiscal Year	Current
Cost Center	302##
Cost Element	476400
Resource	SAP Train
Entry
Free	Select

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AC410 Lesson: Planning Process

Save your planning data.

Hint: Thedependencytypedetermineswhetherthedependency

quantityorthedependencypriceisbasedonanactivity-dependent

oractivity-independentstatisticalkeyfigureoractivitytype.

a) Enter2 in thedependencytype(R)column.

Enter

Enter9100inthedependencysourcetypecolumn.

Enter

The dependency source quantity of 180 pieces results from the

employee-relatedplanningforcourseattendance.

15 employees per period (12)

Entera2inthefixeddependencyquantitycolumn.

Enter

ThetotalcostsplannedfortheSAPcoursedaysare252,000

Save your data!

Task 7: Optional

Inyour plan, createacycleanda segmentto allocatethe planned costsfor the

“telephone” cost center to other cost centers.

1. CreateaplancyclePRPC##forperiodicrepostingfortheTelephonecost

center. UsetheactualcyclePU##asthesourcetocopyfrom. Startthecycle

on thefirst day of thecurrent fiscal year.

a) CCA: Planning →Planning Aids→ Periodic Reposting →Extras

→ Cycle → Create

FieldNameorDataClass Values

Cycle PPU##

Start date 01/01currentfiscalyear

Template

Cycle PU##

Enter

Continued on next page

361

FieldNameorDataClass	Values
Cycle	PPU##
Start date	01/01currentfiscalyear
Template
Cycle	PU##

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Unit5: Planning AC410

2. Inthefirstsegment,changethefieldvar. portiontypeonplannedstatistical

keyfigures. Runaformalcheckonthecycleandthesegment. Saveyour

entries.

Hint: Note that the sender values have automatically been set to

planned values (Plnd. Vals).

a) Goto → Overview Segments

Select the first segment.

Click on the Choose icon.

ChangetheentryintheVariableportionstypefieldtoPlanstatistical

key figures..

VariabletypePortions Statist. Plannedstatisticalkeyfigures.

Cycle → Review → Formal check

Save your data!

Task 8: Optional

Executetheperiodicrepostingintheplanforthe“Telephone”costcenter.

1. Intheplan,runtheperiodicrepostingforyourPRPC##cycleforperiods1

through12ofthecurrentfiscalyear. SelectTestrunandDetaillists.

a) Goto → Back (2x)

FieldNameorDataClass Values

Period 1 to 12

Fiscal Year current

Select Test run and Detail lists.

Cycle PPU##

Period. Repostings → Execute

Continued on next page

362

FieldNameorDataClass	Values
Period	1 to 12
Fiscal Year	current

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AC410 Lesson: Planning Process

2. Execute the periodic reposting as an Update Run so that the results are

actually posted.

a) Returntotheinitialscreenforplanperiodrepostings.

Deselect Test Run.

Period. Repostings → Execute

Task 9: Optional

Check the results of the automatic plan.

1. Callthecostcenters: Actual/PlanVariancereportforthecurrentperiod,

planversion0,andconsultingcostcentergroupB##.

a) CCA:InformationSystem→ReportsforCostCenterAccounting→

Plan/ActualComparison→Costcenters: Actual/Plan/Variance

FieldNameorDataClass Values

Controlling Area 1000

Fiscal Year current

From period 1

To period 12

Version 0

Cost Center Group B##

Program → Execute

2. Usethevariationfunctiontocheckthecostcenterplanningforcostcenter

101##(Telephone)andforoneofthereceivercostcenters.

Answer: Click ontheNavigationon/officon

Go to the Variation: Cost centerwindow.

Double-clickonacostcentertocallupthecorrespondingreportandcheck

the results of the automatic planning.

Continued on next page

363

FieldNameorDataClass	Values
Controlling Area	1000
Fiscal Year	current
From period	1
To period	12
Version	0
Cost Center Group	B##

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Unit5: Planning AC410

Task 10:

Createanassessmentcyclewithwhichtoallocatethecostsofthe“Organization”,

“IT Services”, and “Motor Pool” cost centers.

1. CreateaplancyclePA##fortheplanassessmentoftheabove-mentioned

costcenters. UsetheactualassessmentcycleASSE## asasourcetocopy

from. Startthecycleonthefirstdayofthecurrentfiscalyear.

a) CCA:Planning→Allocations→Assessment→Extras→Cycle→

Create

FieldNameorDataClass Values

Cycle PASSE##

Start date 01/01Current fiscalyear

Template

Cycle ASSE##

Enter

2. Displaythesegmentsinthesegmentoverviewscreen.

a) Goto → Overview Segments

3. Becausethe“ITServices”and“MotorPool”costcentersusethePortionsof

actualstatisticalkeyfiguresoptionasabasisforallocationincycleA##and

thisfigureisvariable,youneedtochangethesettingsintheplanassessment

cycle. In segment IT Service##, change the field variable portions type

on planned statistical key figures.

a) Select the IT-SERV## segment.

Click on the Choose icon.

Changetheentry inthe Variableportionsonplannedstatisticalkey

figures.

VariabletypePortions Statist. Planned statistical key

figures.

Save your data!

Confirm the pop-upcustomizing order.

4. Change the field variable portion type on planned statistical key figures

in segmentMOTO##(if youdidtheoptionalexecisetocreateaclearing

template, use segment MOTO##new.

Continued on next page

364

FieldNameorDataClass	Values
Cycle	PASSE##
Start date	01/01Current fiscalyear
Template
Cycle	ASSE##

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AC410 Lesson: Planning Process

Save your data.

a) Goto → Segments Overview

SelecttheVEHIC##orVEHIC##NEWsegment.

Click on the Choose icon.

Changetheentry intheVariableportionsonplanned statistical key

figures.

VariabletypePortions Statist. Planned statistical key

figures.

Save your data!

Task 11: Optional

Execute your plan assessment.

1. RuntheplanassessmentintheTestrunforyourcycle(PA##)forperiods1

through12ofthecurrentfiscalyear. ChooseDetailList.

a) Goto → Back

FieldNameorDataClass Values

Period 1 to 12

Fiscal Year current

Select test run and Detail lists.

Cycle PASSE##

Assessment → Execute

2. NowruntheassessmentasanUpdateRunsothattheallocationsareactually

posted.

a) Returntotheinitialscreenforplanassessment.

Deselect Test run.

Assessment ? Execute

Continued on next page

365

FieldNameorDataClass	Values
Period	1 to 12
Fiscal Year	current

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Unit5: Planning AC410

Task 12: Optional

Check the results of the automatic planning.

1. Call thereportcost centers: Actual/Plan Variance report for the current

period,planversion0,andconsultingcostcentergroupB##.

a) CCA:InformationSystem→ReportsforCostCenterAccounting→

Plan/ActualComparison→Costcenters: Actual/Plan/Variance

FieldNameorDataClass Values

Controlling Area 1000

Fiscal Year current

From period current

To period Today's date

Version 0

Cost Center Group B##

Program → Execute

2. Checkwhethercostcenters201##(Organization),202##(ITServices),and

203## (Motor Pool) havebeen credited infull.

a) Click on the Navigation On/Off icon

Goto theVariation: Costcenterwindow.

Double-clickoneachcostcenterintheconsultingcostcentergroupto

callupthecorrespondingreport,andcheckthecredits.

Allcostcentersarecompletelycreditedbytheplanassessment.

3. Whataretheactualbalances(over-absorptionor under-absorption) of the

consulting cost centers?

301##(ConsultantFI/CO) -138,084,75

302## (Consultant LO) -117,915,25

Whatconclusionscanbedrawnfromtheresultswithregardtotheactivity

type price?

Answer: The plan prices that were set manually have been set too high

in relation totheactualcosts. Thismeansthatthecost centershavebeen

over-credited.

Continued on next page

366

FieldNameorDataClass	Values
Controlling Area	1000
Fiscal Year	current
From period	current
To period	Today's date
Version	0
Cost Center Group	B##

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AC410 Lesson: Planning Process

4. The actual credits to both consulting cost centersarelower than the plan

credits.

What is the reason for this?

Answer: Theactualactivityofthejuniorconsultantis200hourslessthan

planned.

5. The actual costs for cost center 301## (FI/CO Consulting) are lower

than the plan costs, whereas the actual costs for cost center 302## (LO

Consulting) are greater than the plan costs.

Analyzethereasonsfor thisforboth costcenters.

301## (FI/CO Consulting)

302## (LO Consulting)

Answer: Normally,thecauseofanactual/planvarianceisalowerorhigher

debit of actual costs than originally planned.

Costcenter301##actualcosts(debits)werelowerthanplannedduemainly

to salary, training, and vehicles costs.

Costcenter302##wasalsoduemainlytosalary,training,andvehiclescosts,

as well as use of IT services.

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Unit5: Planning AC410

Lesson Summary

You should now be able to:

• Execute a manual planning process.

• Listtheoptionsavailableunderautomaticplanning

• Describe final planning activities

368

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AC410 Lesson: Planning Aids

Lesson: Planning Aids

Lesson Duration: 15 Minutes

337

Lesson Overview

Youcanuseseveralplaningaidstospeeduptheentryofplandata.

Lesson Objectives

After completingthislesson, youwillbeable to:

• ExplaintheplanningaidsprovidedbytheSAPsystem

YoucanfindmoreinformationintheInstructorGuideinSAPNet.

IG p 58

Business Example

Youwishtouseseveralplanningaidstosimplifyandspeeduptheentryofplan

data.

Copy Plan Data or Actual Data to Plan

Figure 110: Copy Plan Data or Actual Data to Plan

369

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Unit5: Planning AC410

Tospeedupplanningdataentry,youcanobtaintheplanvaluesbycopyingplan

or actual data.

If you want to reuse large parts of your manual planning from the previous

yearforyourcurrentfiscalyear,ortotransferplanvalueswithinafiscalyearto

a different period, or to generatealternateversions, you can usethetoolCopy

planning.

Byusing the Copyplanningfunction, you canselect areferenceversion anda

targetversiontocopyvaluesfromoneversiontoanother.

You can copy:

• Within fiscal years, versions, and cost centers

• Betweendifferentfiscalyears, periods,andversions

To assist your manual planning, you can select and copy posted actual data

from cost centers. You can only use this funtion to copy transactionsthat you

can plan manually.

Selectioncriteriafor(actual)dataare: Costcenters(allcostcenters,costcenter

group,orindividual),fiscalyear,andfrom/toperiods. Youcanalsospecifywhich

actual data is to be copied.

Itispossibletoselectanyvaluegroupsinthecopyfunction. Forexample, you

canrestricttheselectiontothedataofacertaincostcenter,oruseallofthedata.

Youmayalsoexplicitlydefinethetransactionswhichyouwishtocopy.

370

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AC410 Lesson: Planning Aids

Revaluation

Figure 111: Revaluation

Using the plan revaluation function, you can increase or decrease planning

data on a percentage basis. This means you can combine the Copy Planning

andRevaluationfunctionstocreateseveraldifferentplanversions. Thismaybe

usefulifyouhavecopiedtheplandatafromthepreviousyearorifyouwantto

draftscenariosfor differentcaseswithinafiscal year.

Youcanrevaluatecostsandconsumption. Youcanrevaluateallcostelements

used in the primary cost element and revenue planning. You cannot revaluate

assessment cost elements, imputed cost elements, and cost elements used in

indirect activity allocation.

You can execute as many revaluations of cost center or cost element plans as

required.

Planlineitems areenteredwhenrevaluationisexecuted.

Thepercentagesusedduringrevaluationcanbechangedasoftenasyouwant. If

yourepeatarevaluationusingmodifiedpercentages,theoldplanlineitemsare

deleted. Therevaluationalwaysusestheoriginalinitialvalue.

Ifyoudore-runarevaluationbutyoudonotwanttooverwritetheexistingresults,

you must define a new revaluation

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Unit5: Planning AC410

Demonstration: Revaluation

Purpose

Forchangingvariables,suchaspayrises,planningshouldbeeasilyadjustable.

System Data

System:

Client:

UserID:

Password:

Setupinstructions:

1. IG p 58

Transferring Plan Values

Figure 112: Transferring Plan Values

Integrated planning enables you to transfer data from one of the pre-stored

systemsinCostCenterAccountingtocostcenterplanning.

Ifthisdatawas planned in thepre-storedsystems, and is transferred to cost

center planning, thenthecorrespondingdatainCostCenterAccountingcanbe

removed.

372

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AC410 Lesson: Planning Aids

To use integrated planning, certain requirements need to be fulfilled in Cost

Center Accounting and in the pre-stored systems. Therefore, before you can

transferplannedpersonnelcostsfromHRtoprimarycostplanninginCostCenter

Accounting,forexample,CostCenterAccountingmustcontainvalidcostcenters

thatareassignedtothecorrespondingmasterdataforpersonnel.

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Unit5: Planning AC410

374

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AC410 Lesson: Planning Aids

Exercise 19: Planning Aids

341

Exercise Duration: 20 Minutes

Exercise Objectives

After completingthisexercise, youwillbeableto:

• Enterplandataforthenextfiscalyearusingthecopyfunction.

• Revaluatethecopiedplandatatobringitinlinewithprojectedcosts.

Business Example

Youwanttoenterplanningdataforthecomingfiscalyearmoreeasilyandquickly.

Youdecidetocopyyourpreviousplanningdatabecauseithasprovedsoreliable.

The newsalary scale takeseffect from Januaryof thecomingyear, entailinga

2% increase in personnel costs. You thereforeneed toadjust your salary costs

for the new year.

Task 1:

Copytheplanningdataofallconsultingcostcenterstothenextfiscalyear.

1. All plan data of cost center group B## of periods1 to 12 in the current

fiscal yeariscopied tothecorrespondingperiodsof thefollowing fiscal

yearinversion0. Shouldplandataalreadyexistfortheseperiods,itshall

notbeoverwritten. RunthecopyfunctionsasaTestRunwithDetailsLists.

2. What type of planning data was copied?

3. LeavethelistanddisplaytheNotes(underExtras)onthecopyfunction. Can

youalsocopyplanningdatafromperiodicrepostingsorassessments?

4. Nowrunthecopyfunctionasan UpdateRun.

Continued on next page

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Unit5: Planning AC410

Task 2:

Solve the following task:

1. Checkwhetherthevalueshavebeenpostedtothecostcenters. Callthecost

centers: Planningoverviewforcostcenter“ConsultantFI/CO”(301#)forthe

next fiscal year andperiods1to12inversion0.

Task 3:

Usetherevaluationfunctiontoadjustyourcopiedplanningdatatoanyprojected

changes.

1. CreatearevaluationcalledSalary##. Thisisvalidforthenextfiscalyear

in version 0.

2. Enter Salary Increases of 2% as a short text. The increase affects cost

element430000andappliestoallconsultingcostcenters(B##).

3. Defineacostincreaseof2%. Savetherevaluation.

4. CarryouttherevaluationSalary##forallperiodsofthenextfiscalyearin

version 0. Chose Test run.

5. Next, execute your revaluationasanUpdateRunsothat your revaluated

planning data is posted.

Task 4:

Check the results of the revaluation.

1. Call the cost centers: planning overview report for a cost center of your

choiceforthenextfiscalyearinversion0. (Notcostcenter“Telephone”,as

it does not carry salary costs.)

2. Displaythelineitemsforsalarycosts(costelement430000).

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AC410 Lesson: Planning Aids

Solution 19: Planning Aids

Task 1:

Copytheplanningdataofallconsultingcostcenterstothenextfiscalyear.

1. All plan data of cost center group B## of periods1 to 12 in the current

fiscal yeariscopied tothecorrespondingperiodsof thefollowing fiscal

yearinversion0. Shouldplandataalreadyexistfortheseperiods,itshall

notbeoverwritten. RunthecopyfunctionsasaTestRunwithDetailsLists.

a) CCA:Planning→PlanningAids→Copy→PlantoPlan

FieldNameorDataClass Values

Cost Center Group B##

Template

Version 0

Period 1 to 12

Fiscal Year Current

Target

Version 0

Period 1 to 12

Fiscal Year Next year

Existingplanningdata Do not change

Select Test run and Detail list.

Copy → Execute

2. What type of planning data was copied?

Answer: Primarycosts,activities,statisticalkeyfigures

3. LeavethelistanddisplaytheNotes(underExtras)onthecopyfunction. Can

youalsocopyplanningdatafromperiodicrepostingsorassessments?

Answer: On the Copy Planning:

Extras → Note

Youcancopyonlythosebusinesstransactionsthatcanbeplannedmanually.

Continued on next page

377

FieldNameorDataClass	Values
Cost Center Group	B##
Template
Version	0
Period	1 to 12
Fiscal Year	Current
Target
Version	0
Period	1 to 12
Fiscal Year	Next year
Existingplanningdata	Do not change

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Unit5: Planning AC410

4. Nowrun thecopyfunctionas an UpdateRun.

a) Deselect Test run.

Copy → Execute

Task 2:

Solve the following task:

1. Checkwhetherthevalueshavebeenpostedtothecostcenters. Callthecost

centers: Planningoverviewforcostcenter“ConsultantFI/CO”(301#)forthe

next fiscal year andperiods1to12inversion0.

a) CCA:InformationSystem→ReportsforCostCenterAccounting→

PlanningReport→Costcenters: PlanningOverview

FieldNameorDataClass Values

Cost Center 301##

Fiscal Year Next year

Period 1 to 12

Version 0

Planning Overview → Execute

Task 3:

Usetherevaluationfunctiontoadjustyourcopiedplanningdatatoanyprojected

changes.

1. CreatearevaluationcalledSalary##. Thisisvalidforthenextfiscalyear

in version 0.

a) CCA: Planning → Planning Aids →Revaluate →Costs → Extras

→ Revaluation → Create

FieldNameorDataClass Values

Revaluation Salary##

Fiscal Year Next year

Version 0

Enter

Continued on next page

378

FieldNameorDataClass	Values
Cost Center	301##
Fiscal Year	Next year
Period	1 to 12
Version	0

FieldNameorDataClass	Values
Revaluation	Salary##
Fiscal Year	Next year
Version	0

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AC410 Lesson: Planning Aids

2. Enter Salary Increases of 2% as a short text. The increase affects cost

element430000andappliestoallconsultingcostcenters(B##).

Text 2% salary increase

Cost CenterGroup B##

Cost element 430000

3. Defineacostincreaseof2%. Savetherevaluation.

a) Goto → Definition

FieldNameorDataClass Values

From 1

To 12

Costs 2

Save your data.

4. CarryouttherevaluationSalary##forallperiodsofthenextfiscalyearin

version 0. Chose Test run.

a) On thePlan Revaluation: Initial Screen.

FieldNameorDataClass Values

Version 0

Period 1 to 12

Fiscal Year Next year

Select Test Run and Detail Lists.

Revaluation Salary##

Revaluation → Execute

5. Next, execute your revaluation asanUpdateRunsothat your revaluated

planning data is posted.

a) Deselect Test run.

Revaluation → Execute

Continued on next page

379

Text	2% salary increase
Cost CenterGroup	B##
Cost element	430000

FieldNameorDataClass	Values
From	1
To	12
Costs	2

FieldNameorDataClass	Values
Version	0
Period	1 to 12
Fiscal Year	Next year

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Unit5: Planning AC410

Task 4:

Check the results of the revaluation.

1. Call the cost centers: planning overview report for a cost center of your

choiceforthenextfiscalyearinversion0. (Notcostcenter“Telephone”,as

it does not carry salary costs.)

a) CCA:InformationSystem→ReportsforCostCenterAccounting→

PlanningReport→Costcenters: PlanningOverview

FieldNameorDataClass Values

Cost Center 301##

Fiscal Year Next year

Period 1 to 12

Version 0

Planning Overview → Execute

2. Displaythelineitemsforsalarycosts(costelement430000).

a) Positionyourcursoronthereportrowcostelement430000.

Display line items icon

380

FieldNameorDataClass	Values
Cost Center	301##
Fiscal Year	Next year
Period	1 to 12
Version	0

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AC410 Lesson: Planning Aids

Lesson Summary

You should now be able to:

• ExplaintheplanningaidsprovidedbytheSAPsystem

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UnitSummary AC410

Unit Summary

You should now be able to:

• Describethepurposeofcostcenterplanningandthefunctionofversions

• Explaintheuseofplanninglayoutsandplannerprofiles

• Set up aplanning layout and aplanner profile

• Execute a manual planning process.

• Listtheoptionsavailableunderautomaticplanning

• Describe final planning activities

• ExplaintheplanningaidsprovidedbytheSAPsystem

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AC410 Test Your Knowledge

Test Your Knowledge

349

1. Intheversiondefinitionitispossibletodisplayseveralplanscenarios.

Determinewhetherthisstatementistrueorfalse.

□ True

□ False

2. TheSAPSystemalwaysusesversion0whenreferencingactualpostings.

Determinewhetherthisstatementistrueorfalse.

□ True

□ False

3. TheSAP systemspecifiestheplanningsequence.

Determinewhetherthisstatementistrueorfalse.

□ True

□ False

4. TheSAPsystemusesa forperiod-related

distribution of the totals.

Fillintheblankstocompletethesentence.

5. Assessmentanddistrinutioncanalsobecarriedoutintheplan.

Determinewhetherthisstatementistrueorfalse.

□ True

□ False

6. NametheplanningaidsprovidedbytheSAPsystem.

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TestYourKnowledge AC410

Answers

350

1. Intheversiondefinitionitispossibletodisplayseveralplanscenarios.

Answer: True

Youcanplanseveralversions: e.g. anoptimisticandapessimisticscenario.

2. TheSAPSystemalwaysusesversion0whenreferencingactualpostings.

Answer: True

Version0isalwaysusedwhenreferencingactualpostings.

3. TheSAP systemspecifiestheplanningsequence.

Answer: False

Costcenterplanningisuseddifferentlyinalmosteveryorganization.

4. TheSAP system usesa distributionkey for period-related distributionof

the totals.

Answer: distribution key

5. Assessmentanddistrinutioncanalsobecarriedoutintheplan.

Answer: True

Periodic reposting, distribution, assessment and accrual can be executed

as actual or planned.

6. NametheplanningaidsprovidedbytheSAPsystem.

Answer:

• Copy Plan Data or Actual Data to Plan

• Revaluation

• Transferring Plan Values

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Unit 6

Information system

351

YoucanfindmoreinformationintheInstructorGuideinSAPNet.

Unit Overview

YoulearnhowReportPainterworksandtodescribethedifferentoptionsinthe

Report Painter report.

We describe the possible uses of summarization

Unit Objectives

After completing thisunit, you will beableto:

• Explain thewaytheReport Painter functions.

• DescribedifferentoptionsintheReportPainterreport.

• Select from different data sources

• Explainareportingscenarioforperiod-endclosing.

• Describethepossibleusesof summarization.

Unit Contents

Lesson: Report Painter.........................................................386

Demonstration: Report Painter...........................................388

Exercise 20: Additional Functions........................................393

Lesson: Data Source...........................................................400

Demonstration: Data Source..............................................401

Lesson: Period-End Closing Reporting and Analytics .....................404

Demonstration: Summarization...........................................407

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Unit6: Informationsystem AC410

Lesson: Report Painter

Lesson Duration: 10 Minutes

352

Lesson Overview

Thislessonillustrateshowthereport painterworks.

Lesson Objectives

After completingthislesson, you will beable to:

• Explain the way theReport Painter functions.

• DescribedifferentoptionsintheReportPainterreport.

YoucanfindmoreinformationintheInstructorGuideinSAPNet.

IG p 60

Business Example

TheSAPsystemdeterminesthesenderactivitybasedontheruleyouspecify.

You also explain the different additional functions to the other project team

members. Thesefunctionsfacilitateandspeedupreportprocessing.

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AC410 Lesson: Report Painter

Report Painter

Figure 113: Report Painter

ThecentraltoolfordefiningreportswithintheinformationsystemistheReport

Painter. You can define reports that correspond to your specific reporting

requirements. SAPofferscourseCA705specificallyforthistool.

ReportPainter reportsaredefinedusingagraphicreportingstructure, inwhich

therowsandcolumnsofthereportaredisplayedastheyarelatershowninthe

report(WYSIWYG-“Whatyouseeiswhatyouget”).

TheReport Painter providesaselectionof functionsthatyoucanusetodefine

reports quickly and easily. The Report Writer (provided for complex report

definition)ismoredemanding,butenablesyoutocreateahighlydetailedreport

layout with its additional functions.

NumerousreportsareincludedinthestandardSAPsystem.

387