TTCCA18.docx

TTCCA18.docx

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TTCCA18

WorkInstruction

SetPlannerProfile

Purpose

Aplannerprofileisacombinationofplanninglayoutsandanyassociatedauthorizationgroups.AplanninglayoutisamanualplanningItisafacilitywherefieldsandtheoverallphysicallayoutofthescreenisdefinedwithinareportpainterinterface.AplanninglayoutisdefinedforaparticularCOplanningarea,suchascostelementplanning,activityinput,etc.ForHH,plannerprofileusedis“HH0001”

Important

Beforeyoucanstartentering,changingordisplayingplan,youmustsettheplannerprofile.

Role

Thefollowingrolestypesareauthorisedtocarryoutthetransaction:

Manager

Supervisor

Clerk

Prerequisites

Plannerprofilescanbesavedwithinausermasterrecord（parameters“BP1”,values=“HH0001”

Toseewhatplanninglayoutsareincludedwithinaplannerprofile,selectaprofileandclickonthe“ListDisplayProfile”iconorF7.

Ifnecessary,anewplanningprofileand/orplanninglayoutcanbecreatedincustomizing.

InstallMicrosoftOfficeinyourPCornotebookbeforeyoucanchangeordisplayplancostsinSAP

Setcontrollingarea“0100”

MenuPath

TogototheSetPlannerProfilescreen,usethefollowingmenupath:

♦AccountingControllingCostCenterAccountingPlanningSetplannerprofile

TransactionCode

♦KP04

WorkSteps

1.UpdatethefollowingRequired,Optional,andConditionalfields,asneeded:

Field

R/O/C

Description/Action

PlannerProfile

R

Enter“HH0001”

R

HitEnter

ChangePlanPrimaryCosts

Purpose

Thisistoplanforprimarycostforcostcentersoverafiscalyearandbyperiods.Inthisdocument,youwilllearnhowto:

∙DownloadplanformatfromSAPtoExcel

∙PrepareplaninExcel（outsideofSAP）andsavefileastextfile,notshowninthisdocument.Pleasesavedocumentastextfile,otherwiseyoucannotuploadtheplanvaluestoSAP.

∙UploadplanfromExceltoSAP

∙Revalueplancosts

∙Displayplan

∙Copyplancostsfromoneversiontoplancostsanotherversion

∙Copyactualcoststoplancostsforthesameversion

Important

Beforeyoucanstartentering,changingordisplayingplan,youmustsettheplannerprofile.

Role

Thefollowingrolestypesareauthorisedtocarryoutthetransaction:

Manager

Supervisor

Prerequisites

Plannerprofilescanbesavedwithinausermasterrecord（parameters“BP1”,values=“HH0001”

Toseewhatplanninglayoutsareincludedwithinaplannerprofile,selectaprofileandclickonthe“ListDisplayProfile”iconorF7.

Ifnecessary,anewplanningprofileand/orplanninglayoutcanbecreatedincustomizing.

Setcontrollingarea“0100”

MenuPath

TogototheSetPlannerProfilescreen,usethefollowingmenupath:

♦AccountingControllingCostCenterAccountingPlanningCostsandActivityInputsChange.

TransactionCode

♦KP06

WorkSteps:

DownloadplanformatfromSAPtoExcel

2.Ifthelayoutisnotsetcorrectly,gotothemenu:

Goto>Nextlayoutuntilyouseethelayoutcalled“Z1-102”

Field

R/O/C

Description/Action

Version

R

Enter“0”

Fiscalyear

R

Enteryeartoplan.

Costcenter/to

R

Entercostcenterorrangeofcostcenter

Orgroup

C

Entercostcentergroupif“costcenter/to”isnotentered

Costelement/to

R

Entercostelementorrangeofcostelement

Orgroup

C

Entercostelementgroupif“costelement/to”isnotentered

Entry

R

Selectfreebased

R

HitOverviewscreeniconorF5

2.SelectYes

3.Enterthefollowing

Field

R/O/C

Description/Action

CostCenter

R

Entercostcenternumber

Costelement

R

Entercostelementnumber

Amountperperiod

R

EnteramountinUSD

R

Removethetotallineatthebottomofthespreadsheet

R

HitSaveicon

4.HitEnter

5.HitOverviewscreeniconagainandSelectYestogobacktotheplanningscreen

6.TodownloadtoExcel,gotomenu:

File>SaveCopyasandthenhitSavethe

fileinExcel.

7.Toexit,hitthegreenarrowkeyorF3

MenuPath

♦AccountingControllingCostCenterAccountingPlanningCostsandActivityInputsChange

TransactionCode

♦KP06

WorkSteps:

UploadplanfromExceltoSAP

3.Todownload,gotothemenu:

Extras>Excelplanning>Upload

2.Enterthefollowing,

Field

R/O/C

Description/Action

Inputsinglefile

R

Select

Pathorfile

R

Enterwhereyouareuploadingyourexcelfile（txtformat）fromiethepathandfilename

Filedescription

R

Hitthedownarrowkeytoselect,

（Choosefiledescriptionendingwith“Z1_102”

Decimalnotation

R

Markthesecondnotation

SeparatorinCSVfiles

R

SelectinTXTfiles,TABisexpectedasseparator

R

HitExecuteorF8

PleasenotethattheuploadedExcelfilemustbesavedasTXTfile（TabDelimited）beforeyouuploadtheplandata.Also,whileyouareuploadingplandata,theoriginalexcelfilemustbeclosed.

3.Iftheuploadissuccessful,youwillreceivethismessage“OK”.ThengobacktoKP06（Changecost）toensurethatthevaluesareuploaded.

4.Iftheuploadisunsuccessful,youwillreceivethismessage“Uploadfailed”.Ifthishappens,dothis,HitExittoexitfromthemessagescreen

5.SelectLogstodisplaytheerrormessagebelow.

6.HitExecutetodisplaytheerrormessage

7.Double-clickonthelogtodisplaythedetailmessage.HitExittoexitfromtheabovescreen.ThencorrectyourExcellayoutandrepeattheupload.

DisplayPlanCost

Purpose

Todisplayplanvaluesuploaded

Important

Beforeyoucanstartentering,changingordisplayingplan,youmustsettheplannerprofile.

Role

Thefollowingrolestypesareauthorisedtocarryoutthetransaction:

Manager

Supervisor

Clerk

Prerequisites

Plannerprofilescanbesavedwithinausermasterrecord（parameters“BP1”,values=“HH0001”

Setcontrollingarea“0100”

MenuPath

TogototheSetPlannerProfilescreen,usethefollowingmenupath:

♦AccountingControllingCostCenterAccountingPlanningCostsandActivityInputsDisplay.

TransactionCode

♦KP07