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AC410 Lesson: Planning Process
Figure 107: Plan Assessment
Assessment wascreatedto transferprimaryandsecondarycostsfrom asender
costcentertoreceivingManagementAccountingobjects. Duringassessment,cost
centersorbusinessprocessescanbeusedas senders.
Anassessmentreceivercanbeacostcenter,WBSelement,internalorder,cost
object,orabusinessprocess. Youcanrestrictthenumberofreceivercategories
inCustomizing. Youcan onlyrepost primary costs.
Primaryandsecondarypostingsareallocatedattheendoftheperiodbymeans
of the user-defined key.
Duringassessment, theoriginal costelementsaresummarizedintoassessment
costelements(secondarycostelementcategory=42). Asthesystemwritesfewer
totalsrecords, the assessment hasabetter performancethanperiodic reposting
and distribution.
Line items are posted for the sender as well as for the receiver, enabling the
allocationtoberecordedindetail. Thesystemdoesnotdisplaytheoriginalcost
elementsonthereceivers. Therefore, assessmentisusefulifthecostdrilldown
for the receiver is not important, for example, as in the case of the allocation
for the "cafeteria" cost center.
Similar to distribution, the partner is updated in the totals record during
distribution.
Youcanreverseassessmentsasoften asrequired.
YouusetheCycle-Segmentmethodtodefinesender-receiverrelationships.
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Unit5: Planning AC410
Forecast AC412: Plan Activity Price Calculation
Figure108: ForecastAC412: PlanActivityPriceCalculation
Evenifyouhaveplannedpricesmanually,youmaywanttofindouttowhatextent
theyreflect the pricesthesystem calculates based on thecost center'splanned
activity. Youcanperformapricecalculationforthispurpose. However,toget
reliableresults,youdohavethinkabouttheprocedurecarefullyandmakecertain
settingsbeforehand,whichwewillgointoherebriefly.
Plancostsplittingassignstheactivity-independentplancostsofacostcenterto
theindividualactivitytypes. Itisnecessarytosplittheactivity-independentcosts
amongtheactivitytypesinordertocalculatetheunitpriceoftheactivities. The
simplestmethodofsplittingplannedcostsistouseanequivalencenumber. Ifyou
wanttouseotherallocationbases,youcandefineasplittingstructurecontaining
different splitting rules.
In the price calculation, plan prices are determined automatically by the SAP
system. Activity prices for plan activity types can be calculated for each cost
center and activity type. The SAP system calculates the price by dividing the
planned costsbytheplannedactivityforexample.
Activity-related planning and price calculation is discussed in more detail in
courseAC412CostCenterAccounting: ExtendedFunctions.
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AC410 Lesson: Planning Process
Plan Lock
Figure 109: Plan Lock
Iftheplanningprocessincostcenteraccountinghasbeencompleted,theplanning
should belockedto protect it from changes.
Usetheblockindicatorinthatversiontolocktheentireplanningforaplanyear.
Within the posting lock, you can block transactions that were not used for
planning (such as revenue plan on cost centers). You can lock planning
transactionsforacombinationofcontrollingarea,fiscalyearandversion.
Youcanselecttheprocessesthataretobelockedfromalist.
You can also lock individual operation for all periods of the fiscal year or all
operation for a certain period.
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AC410 Lesson: Planning Process
Exercise 18: Planning Process
Exercise Objectives
After completingthisexercise, youwillbeableto:
• Plan statistical key figures.
• Plan activity types.
• Planprimarycostsusingcostelement planning.
• Create master data for resources.
• Plan primarycostsusing resource planning.
• Planprimarycostsusing dependencyplanning.
Business Example
TheexecutiveboardhasdecidedtoimplementtheSAPsystemplanningfunctions.
Since you previously used a non-SAP system for your planning, you need to
transfertheplanningdataforthecurrentfiscalyeartotheSAPsystem. Youneed
toentertheannualplanvaluessothatyoucanproduceactual/plancomparison
reports for the whole year.
Task 1:
Solve the following task:
1. Toavoiderrorsandtosimplifydataentry,youshoulddefinethebasicdata
for planning in your user settings. You want to create planvalues for the
entire current fiscal year in version 0.
Hint: Alltheplandataforthisunitwillbeforperiods1to12ofthe
currentfiscalyear. Thismeansyouhavesomeactualdatathathas
alreadybeenpostedwithwhichtocompareyourplandata.
Task 2:
Firstofall,planthestatisticalkeyfigures. Thesefiguresserveasareferencefor
costelementplanning(forexample,doITcostsvaryaccordingtothenumberof
PCs) and are the basis for plan allocations.
1. UsetheSAPEASYplannerprofileforplanningthestatisticalkeyfigures,or,
ifyoudidtheoptionalplanninglayoutexercises,useplannerprofileZ-##.
2. Use planning layout1-362 for central planning. In this layout, you plan
one statistical key figure on several cost centers. Plan the statistical key
figureTELE##tothecostcentersbelongingtocostcentergroupB##. Use
form-based entry.
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Unit5: Planning AC410
Enter the following plan values.
Cost Center 201## 202## 203## 301## 302##
TELE## 120,000 120,000 --- 420,000 18,000
Save your entriesbut do not exit the layout.
3. Plan the statistical key figure PC## to the cost centers belonging to cost
centergroupB##. Useform-basedentry. Enterthefollowingplanvalues.
Cost Center 201## 202## 203## 301## 302##
PC## 2 5 --- 18 12
Save your entriesbut do not exit the layout.
4. Planthestatisticalkey figureKM## tothecost centersbelonging tocost
center groupB30##. Useform-basedentry. Enter447,387.26miforcost
center 301# (consultant FI/CO) and 223,693.63 mi for cost center 302#
(consultant LO).
Save your entries.
Task 3:
Plantheactivitytypesforcostcenter301##(FI/COConsulting)and302##(LO
Consulting). Asyoualreadyenteredthepriceswhenyoumaintainedthemaster
data, you only need to plantheactivityquantity.
Hint: Ifyoudidnotworkthroughtheexerciseonplanninglayouts,orif
foranyreasonyoucannotaccessyourownplanninglayoutforactivity
typeplanning,useplannerprofileSAPALLforthisexercise.
1. PlantheactivityquantitiesofactivitytypeJ##inyourplanninglayoutPL##
in planner profile Z-## (or 1-202 in planner profile SAPALL) for the
consultingcostcenters(cost center groupB30##).
Choose free entry.
2. Plan12,000juniorconsultanthoursforcostcenter301#(consultantFI/CO)
and9,600forcostcenter302#(consultantLO).Theplanactivityisto be
distributedevenlyacrossallpostingperiods. Checkthesettingontheperiod
screen. Save your plan.
3. Plan activity type S## for the consulting cost centers (cost center group
B30##). Choose free entry.
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| Cost Center | 201## | 202## | 203## | 301## | 302## |
|---|---|---|---|---|---|
| TELE## | 120,000 | 120,000 | --- | 420,000 | 18,000 |
| Cost Center | 201## | 202## | 203## | 301## | 302## |
|---|---|---|---|---|---|
| PC## | 2 | 5 | --- | 18 | 12 |
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AC410 Lesson: Planning Process
4. Plan12,000seniorconsultanthoursforcostcenter301#(consultantFI/CO)
and 9,600 for cost center302# (consultant LO). Theplan activityis to be
distributed evenly acrossall postingperiods.
Save your plan.
5. CalltheCostCenters: PlanningOverviewforperiods1through12ofthe
currentfiscalyearandcostcenter301##(FI/COConsulting).
Check your entries.
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
203## 192,000
301## 2,532,000
302## 1,560,000
2. Theothercosts(costelements473120through477000)incurredbythecost
centers(cost center groupB##) are planned by the cost center managers
themselves,eachmanagerbeingresponsibleforthesefigures. Thefollowing
graphicliststheplandataoftheindividualcostcenters. Chooseplanning
layout 1-161 (cost element planning: simple layout) in planner profile
SAPEASY.
Thevaluestobeenteredareannualvaluesthataretobeevenlydistributed
acrossthepostingperiods. Useform-basedentry.
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| Cost Center | Planned Costs |
|---|---|
| 201## | 60,000 |
| 202## | 252,000 |
| 203## | 192,000 |
| 301## | 2,532,000 |
| 302## | 1,560,000 |
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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
3. UsereportCostCenters: Actual/Plan/Variancetochecktheresultsofmanual
planningfortheconsultingCostCenters: Actual/Plan/VarianceCallupthe
reportforthecostcentergroupB##forthecurrentperiodonlysothatyou
cancomparetheplandatawiththeactualdata. Usethevariantfunctionto
review some of your cost center plans.
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.
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 attending SAP
trainingcourses(SAP-TRAIN,costelement476400). Choosefreeentry.
Whatdataisalreadyinthetableandwheredoesitcomefrom?
___________________________________________
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.
4. Forcostcenter301##(FI/COConsulting),planthecostsforattendingBA
trainingcourses(costelement476400). Choosefreeentry.
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| 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 |
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AC410 Lesson: Planning Process
5. Explain theresourcepricethat is displayed.
Display the period values.
6. Plan60coursedaysandconfirmyourentriesbypressingENTER.
Save your entries.
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)?
___________________________________________
___________________________________________
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 theSAPEASY planner profile for planningthe statistical key figure
employee,or,ifyoudidtheoptionalplanninglayoutexercises,useplanner
profile Z-##.
2. Useplanninglayout1-361forcentralplanning. Plantheexistingstatistical
keyfigure9100(employees) oncost center 302##(LOConsulting). Use
form-based entry.
Plan 15 employees on the cost center.
3. For quantity-based dependency planning, use the planner profile
SAPR&R.
4. Plancostelementsusingplanninglayout1-1R3quantity-baseddependency
planningforthewholeofthecurrentfiscalyear. Youplanthetrainingcosts
(costelement476400)forcostcenter302##(LOconsulting). Youonlyplan
SAP training days (SAP-TRAIN).
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Unit5: Planning AC410
Choose free entry.
5. What data doesthe table already contain?
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?
Save your planning data.
Hint: Thedependencytypedetermineswhetherthedependency
quantityorthedependencypriceisbasedonanactivity-dependent
oractivity-independentstatisticalkeyfigureoractivitytype.
Task 7: Optional
Inyour plan, create acycle andasegment to allocate the planned costsfor the
“telephone” cost center to other cost centers.
1. CreateaplancyclePRPC##forperiodicrepostingfortheTelephonecost
center. UsetheactualcyclePU##asthesourcetocopyfrom. Startthecycle
on thefirst day of thecurrent fiscal year.
2. Inthefirstsegment,changethefieldvar. portiontypeonplannedstatistical
keyfigures. Runaformalcheckonthecycleandthesegment. Saveyour
entries.
Hint: Note that the sender values have automatically been set to
planned values (Plnd. Vals).
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AC410 Lesson: Planning Process
Task 8: Optional
Executetheperiodicrepostingintheplanforthe“Telephone”costcenter.
1. Intheplan,runtheperiodicrepostingforyourPRPC##cycleforperiods1
through12ofthecurrentfiscalyear. SelectTestrunandDetaillists.
2. Execute the periodic reposting as an Update Run so that the results are
actually posted.
Task 9: Optional
Check the results of the automatic plan.
1. Callthecostcenters: Actual/PlanVariancereportforthecurrentperiod,
planversion0,andconsultingcostcentergroupB##.
2. Usethevariationfunctiontocheckthecostcenterplanningforcostcenter
101##(Telephone)andforoneofthereceivercostcenters.
Task 10:
Createanassessmentcyclewithwhichtoallocatethecostsofthe“Organization”,
“IT Services”, and “Motor Pool”cost centers.
1. CreateaplancyclePA##for theplanassessmentoftheabove-mentioned
costcenters. UsetheactualassessmentcycleASSE## asasourcetocopy
from. Startthecycleonthefirstdayofthecurrentfiscalyear.
2. Displaythesegmentsinthesegmentoverviewscreen.
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.
4. Change the field variable portion type on planned statistical key figures
insegmentMOTO## (ifyou didtheoptionalexecisetocreateaclearing
template, use segment MOTO##new.
Save your data.
Continued on next page
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Unit5: Planning AC410
Task 11: Optional
Execute your plan assessment.
1. RuntheplanassessmentintheTestrunforyourcycle(PA##)forperiods1
through12ofthecurrentfiscalyear. ChooseDetailList.
2. NowruntheassessmentasanUpdateRunsothattheallocationsareactually
posted.
Task 12: Optional
Check the results of the automatic planning.
1. Call thereportcost centers: Actual/Plan Variance report for the current
period,planversion0,andconsultingcostcentergroupB##.
2. Checkwhethercostcenters201##(Organization),202##(ITServices),and
203## (Motor Pool) havebeen credited infull.
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AC410 Lesson: Planning Process
3. Whataretheactualbalances(over-absorptionorunder-absorption) of the
consulting cost centers?
301##(ConsultantFI/CO)
302##(Consultant LO)
Whatconclusionscanbedrawnfromtheresultswithregardtotheactivity
type price?
4. The actual credits to both consulting cost centersarelower than the plan
credits.
What is the reason for this?
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)
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Unit5: Planning AC410
Solution 18: Planning Process
Task 1:
Solve the following task:
1. Toavoiderrorsandtosimplifydataentry,youshoulddefinethebasicdata
for planning inyour user settings. You want to createplan valuesfor the
entire current fiscal year in version 0.
Hint: Alltheplandataforthisunitwillbeforperiods1to12ofthe
currentfiscalyear. Thismeansyouhavesomeactualdatathathas
alreadybeenpostedwithwhichtocompareyourplandata.
a) CCA:Information System→UserSettings
b) Choose the Planning period tab page.
FieldNameorDataClass Values
Fiscal Year Current
Period From 1 to 12
Save your data!
Task 2:
Firstofall,planthestatisticalkeyfigures. Thesefiguresserveasareferencefor
costelementplanning(forexample,doITcostsvaryaccordingtothenumberof
PCs) and are the basis for plan allocations.
1. UsetheSAPEASYplannerprofileforplanningthestatisticalkeyfigures,or,
ifyoudidtheoptionalplanninglayoutexercises,useplannerprofileZ-##.
a) CCA: Planning →Set planner profile
b)
Planner profile SAPEASYor Z-##
Enter
2. Use planning layout 1-362 for central planning. In this layout, you plan
one statistical key figure onseveral cost centers. Plan the statistical key
figureTELE##tothecostcentersbelongingtocostcentergroupB##. Use
form-based entry.
Continued on next page
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| FieldNameorDataClass | Values |
|---|---|
| Fiscal Year | Current |
| Period | From 1 to 12 |
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AC410 Lesson: Planning Process
Enter the following plan values.
Cost Center 201## 202## 203## 301## 302##
TELE## 120,000 120,000 --- 420,000 18,000
Saveyour entriesbut do not exit the layout.
a) CCA:Planning→StatisticalKeyFigures→Change→Goto→Next
Layout (1-362)
b)
FieldNameorDataClass Values
Version 0
From period 1
To period 12
Fiscal Year Current
Cost Center Group B##
Statist. Key Figure TELE##
Entry
Form-based Select
Goto → Overview Screen
CostCenter 201## 202## 203## 301## 302##
Currentplan 120,000 120,000 -- 420,000 180,000
value
VS 1 1 1 1 1
Save your data!
3. Plan the statistical key figure PC## to the cost centers belonging to cost
centergroupB##. Useform-basedentry. Enterthefollowingplanvalues.
Cost Center 201## 202## 203## 301## 302##
PC## 2 5 --- 18 12
Continued on next page
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2005/Q2 © 2005 SAP AG. All rights reserved.
| Cost Center | 201## | 202## | 203## | 301## | 302## |
|---|---|---|---|---|---|
| TELE## | 120,000 | 120,000 | --- | 420,000 | 18,000 |
| FieldNameorDataClass | Values |
|---|---|
| Version | 0 |
| From period | 1 |
| To period | 12 |
| Fiscal Year | Current |
| Cost Center Group | B## |
| Statist. Key Figure | TELE## |
| Entry | |
| Form-based | Select |
| CostCenter | 201## | 202## | 203## | 301## | 302## |
|---|---|---|---|---|---|
| Currentplan value | 120,000 | 120,000 | -- | 420,000 | 180,000 |
| VS | 1 | 1 | 1 | 1 | 1 |
| Cost Center | 201## | 202## | 203## | 301## | 302## |
|---|---|---|---|---|---|
| PC## | 2 | 5 | --- | 18 | 12 |
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Unit5: Planning AC410
Save your entriesbut do not exit the layout.
a) ChangethevalueinthefieldStatisticalkeyfigureintheplanningentry
screen.
Statist. Key Figure PC##
Goto → Overview Screen
CostCenter 201## 202## 203## 301## 302##
Currentplan 2 5 -- 18 12
value
VS 1 1 1 1 1
Save your data!
4. Planthestatisticalkey figureKM## tothecost centersbelonging tocost
center groupB30##. Useform-basedentry. Enter447,387.26miforcost
center 301# (consultant FI/CO) and 223,693.63 mi for cost center 302#
(consultant LO).
Save your entries.
a) Changethevaluesof thefieldscost centergroupandstatistical key
figure in the planning entry screen.
Cost Center Group B30##
Statist. Key Figure MI##
Goto → Overview Screen
Cost Center 301## 302##
Current planvalue 720,000 360,000
VS 1 1
Save your data!
Continued on next page
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| CostCenter | 201## | 202## | 203## | 301## | 302## |
|---|---|---|---|---|---|
| Currentplan value | 2 | 5 | -- | 18 | 12 |
| VS | 1 | 1 | 1 | 1 | 1 |
| Cost Center Group | B30## |
|---|---|
| Statist. Key Figure | MI## |
| Cost Center | 301## | 302## |
|---|---|---|
| Current planvalue | 720,000 | 360,000 |
| VS | 1 | 1 |
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AC410 Lesson: Planning Process
Task 3:
Plantheactivitytypesforcostcenter301##(FI/COConsulting)and302##(LO
Consulting). Asyoualreadyenteredthepriceswhenyoumaintainedthemaster
data, you only need to planthe activity quantity.
Hint: Ifyoudidnotworkthroughtheexerciseonplanninglayouts,orif
foranyreasonyoucannotaccessyourownplanninglayoutforactivity
typeplanning,useplannerprofileSAPALLforthisexercise.
1. PlantheactivityquantitiesofactivitytypeJ##inyourplanninglayoutPL##
in planner profile Z-## (or 1-202 in planner profile SAPALL) for the
consultingcost centers(costcentergroupB30##).
Choose free entry.
a) CCA:Planning→Setplannerprofile→Z-##
CCA: Planning → Activity Output / Prices → Change → Goto →
Next Layout (PL##)
b) or
CCA:Planning→Setplannerprofile→SAPALL
CCA:Planning→ActivityOutput/Prices→ChangeLayout(1-201)
FieldNameorDataClass Values
Version 0
From period 1
To period 12
Fiscal Year Current
Cost Center Group B30##
Activity Type J##
Entry
Free Select
Goto → Overview Screen
Continued on next page
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| FieldNameorDataClass | Values |
|---|---|
| Version | 0 |
| From period | 1 |
| To period | 12 |
| Fiscal Year | Current |
| Cost Center Group | B30## |
| Activity Type | J## |
| Entry | |
| Free | Select |
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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.
a)
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).
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| 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
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| 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)
c)
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
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| 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.
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第 330 页 / 共 403 页
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)
b)
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!
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©2005SAPAG.Allrightsreserved. 2005/Q2
| 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
b)
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?
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| 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)
b)
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!
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| 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 |
第 333 页 / 共 403 页
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)?
___________________________________________
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第 334 页 / 共 403 页
Unit5: Planning AC410
___________________________________________
a) CCA:InformationSystem→ReportsforCostCenterAccounting→
PlanningReports→Costcenters: PlanningOverview
b)
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
b)
Planner profile SAPEASYor Z-##
Enter
2. Useplanninglayout1-361forcentralplanning. Plantheexistingstatistical
keyfigure 9100(employees) oncostcenter 302##(LO Consulting). Use
form-based entry.
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| FieldNameorDataClass | Values |
|---|---|
| Cost Center | 301## |
| Fiscal Year | current |
| Period | 1 to 12 |
| Version | 0 |
第 335 页 / 共 403 页
AC410 Lesson: Planning Process
Plan 15 employees on the cost center.
a) CCA:Planning→StatisticalKeyFigures→Change
b)
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
b)
Planner profile SAPR&R
Enter
4. Plancostelementsusingplanninglayout1-1R3quantity-baseddependency
planningforthewholeofthecurrentfiscalyear. Youplanthetrainingcosts
(costelement476400)forcostcenter302##(LOconsulting). Youonlyplan
SAP training days (SAP-TRAIN).
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| 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 |
第 336 页 / 共 403 页
Unit5: Planning AC410
Choose free entry.
a) CCA:Planning→Costs/ActivityInputs→Change→Goto→Next
Layout (1-1R3)
b)
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?
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| 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
b)
FieldNameorDataClass Values
Cycle PPU##
Start date 01/01currentfiscalyear
Template
Cycle PU##
Enter
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2005/Q2 © 2005 SAP AG. All rights reserved.
| FieldNameorDataClass | Values |
|---|---|
| Cycle | PPU## |
| Start date | 01/01currentfiscalyear |
| Template | |
| Cycle | PU## |
第 338 页 / 共 403 页
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)
b)
FieldNameorDataClass Values
Period 1 to 12
Fiscal Year current
Select Test run and Detail lists.
Cycle PPU##
Period. Repostings → Execute
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| FieldNameorDataClass | Values |
|---|---|
| Period | 1 to 12 |
| Fiscal Year | current |