TRANSACTIONS

I. PLANNING

II. ACTUALS

I. PLANNING:

Planning can be classified into two types

1. Configuration

2. Execution

1. CONFIGURATION:

Planning Profile

Planning Lay-out

1) Planning profile

You use planner profile to control the way planning is carried out. In a planner profile, you

specify per planning area which planning layout is to be used with which default values. Per

planning area, you can create as many planning layouts as you require. The profile item

determines the order of the planning layouts within a planning area and can be used to assign

the same planning layout to a planner profile in multiple areas, but with a different default

setting each time.

Planning Profile is required to restrict users to a specific Planning area and to specific layouts

There are three planning areas, as follows:

• Create planning Layout for Cost element Planning KP65

• Create planning Layout for Activity Type Planning KP75

• Create planning Layout for Statistical Key Figure Planning KP85

Note: We use the following T-codes for Planning

Cost Element Planning - KP06

Activity Type Planning - KP26

Statistical Key Figure Planning- KP46

Now we are creating Planning layout in planning area Cost element planning

Path :

Click on (IMG Activity)

We are creating a new planning layout for cost center planning , so double click on " Create

Planning layout for cost Planning" as shown below

Now enter Planning layout Test111 and description of the layout and click on create button`

Following screen will be displayed

Double click on Lead column and select the Cost element from the available characteristics and

move it to selected characteristics, has shown below

Select cost element group check box in order to enter cost element group while planning and

also select variable On/Off check box and click on check and confirm buttons

In the popup screen, select radio button "Characteristic value and name" and click on Green

tick

Now to define the output of the layout

Double click on column 1 and select "Plan Fixed cost in CO area currency " from the available

list in Key figure field and click on check and confirm buttons.

Double click on next available dot to add distribution key in the layout and select Attribute in

the popup screen

In the Popup screen select radio button Distribution Key and click on green tick

Double click on the next dot to add one more column in the layout for Plan Variable cost

Select Key Figures charters tics in the popup screen and click on green tick

and select "Plan variable cost in CO area currency" in key figure field and click on check and

confirm.

Repeat the same process to add distribution key for variable cost also as shown above.

Double click on next dot to show Total Plan cost column by adding Plan fixed cost and plan

variable cost and click on Formula radio button in the popup screen

And enter the formula to add both plan fixed and variable cost (select X001 and click on plus

button and click on X002) click on check button and ok ,

In the Text maintenance popup screen, enter short text as Fixed cost and click on Copy short

text to copy it subsequent fields.

And the output screen would look like below screen shot

Now to define the input fields while planning, we require to select this fields under general data

selection

Go to Menu : Edit--> Gen data selection --> Gen data selection

In the popup screen, select the input fields that are required to enter in the KP06 planning

screen, from the available characteristics has shown in the below screen shot

If you want to restrict the user to plan for version 0 only, then enter the version value as "0" in

the from column.

In order to enter the input data for a range, you need to select from and to check boxes for

the selected characteristics.

If you want enter cost center or activity type groups in the input screen you need to select the

group check box .

Period - select from and to check boxes.

Fiscal year - select from and to check boxes.

Cost center - select from and to check boxes and also select group check box .

Activity type - select from and to check boxes and also select group check box .

Click and check and confirm buttons and save the layout.

2. LAYOUT

Define User-Defined planner profiles

To create your own planner profile.

Path :

Click on (IMG Activity)

Select new entries tab and enter the planner profile Test111, if you want to

restrict this planner profile to a specific authorization group you need to maintain the group key

under authorization group field and click on save.

Select the planner profile Test111 and click on General controlling folder, to enter the planning

areas, in our case the planning area is Cost element planning, click on new entries and select

cost centers : Cost element/activity inputs and click on save.

Now select defined planning area and click on layouts for the controlling folder to assign the

required layouts from the available list (standard layouts and layouts created by us will be

displayed), in our case we select layout Test111 and select check box Integrated excel to

update KP06 planning data through spreadsheet.

Select the layout Test 111 and click on Default parameters folder to record the excel template

for upload. enter all the required input data for planning

Click on overview button and system will generate a file has shown below

following spreadsheet will be displayed , unprotect the spreadsheet and enter the planning

data in the spread sheet and save it on your desktop to upload the plan data using this

template sheet.

click on back button and click on save button, file name will be updated in the file description

field.

We need to deselect integrated excel check box to display the output in standard SAP format in

KP06.

NOTE: - Here the cost center is selected at General Data Selection. It means that cost center is

available as input. In that case the plan data can be upload only for one cost center at a time

using spreadsheet and we can amend/add the cost elements in the spreadsheet.

If the cost center is selected as one more Lead column, then data for multiple cost centers can

be uploaded. In that case both cost center and cost element has to be entered in the excel

sheet.

Once you have maintained the plan data convert it to (.txt) file to upload in SAP.

Upload activity input planning data in transaction code KP06

Since we are doing activity dependent input planning using spreadsheet upload , we need to

establish the relationship between cost center and activity in transaction KP26, if it is activity

independent input planning then there is no need to maintain relationship in KP26

Go to transaction code KP26 and maintain the relationship for cost center S100 and activity

type A200 and click on overview tab (F6)

And maintain capacity for activity type A200 in order to establish the relationship.

Go to transaction code KP06 menu options: Setting--> set planner profile

select our planner profile Test111.

Go to menu options Extras--> Excel planning --> Upload

following screen will be displayed

Path or file felid: Select .txt file which we have created.

File description field: select the template file generated by system form the available list .

Select the decimal notation and separator in CSV files as per your requirement.

click on execute button system will display following message if the upload is done successfully.

Now to check whether the plan data has been uploaded correctly, go to transaction code KP06

and enter the cost center/activity type, cost element for which we have uploaded the plan

data.

We have uploaded the following data.