Planning function in General Ledger Accounting is use to have forecast values for Profit & Loss GL Account & Balance Sheet Accounts. Planning can be done with combination of Profit Centers against GL Accounts for a given period or for a particular fiscal year.
A) Plan Periods:
Plan Period determines the posting periods allowed for entering plan data. Plan periods are assigned to Co. Codes.
B) Plan Versions:
Multiple Plan Versions can be created for comparision of Plan datas.
C) Assign Plan Versions to Fiscal Year & Co. Codes:
D) Activation of Line Item Planning: Activation is required for updating plan values in “FAGLFLEXP/FAGLFLEXT” table.
E) Creating Planning Profile: Planning Profile defaults the parameters for which planning is to be done. Before executing any GL Planning Planner Profile is mandatory to be assigned.
Standard Planning Profile “SAPFAGL – Planner Profile for Planning in Gen. Ledger (New)” can be copied for creating Client specific Planning Profile.
Before creating Planner Profile – GL Tables needs to be activated as below:
F) Document Type for Planning:
G) Number Ranges for Plan Documents:
Above steps are the Configuration part for GL Planning with Combination of Profit Center.
TRANSACTION CODE FOR GL PLANNING:
For Setting Planner Profile Default:
Execute T Code: GP12N
Enter the Plan Values:
Document would get generated.
gets updated with Record Type:1
Report for Plan Vs. Actual: