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