SAP S/4 Finance blog series-3-SAP Integrated Business planning-Overview & Setup
After my blog on the S/4 reporting options,( SAP S/4 Finance blog series-2-Reporting options… | SCN ), i take this opportunity to write about SAP IBPF which is one of the pillar of SAP Simple Finance.
There are some excellent blog on IBP given by Arnaud Sergent which you guys should check
Overview , So what is IBP / IBPF – 😕
IBP is the planning tool offered by SAP in Simple Finance and it replaces all the GL based planning. It is also a tool which enables client to use the same planning setup for both BPC and ECC ( read Analysis for Office) based planning. With Sfin 2.0 / 1503 on premise, there are a good number fiori tools which can be used for reporting the plan vs actual data.
It uses AO for the planning layout:- Shown below is cost center planning
Shown below are the various Fiori apps available for reporting of Plan vs Actual for various dimensions
OKK…So how do I use this 😆 😆
During the initial setup of this, one problem was lack of documents online on how to use this tool. I am talking in term of an regular FICO consultant .Since Integrated Planning was available previously though mainly from BW, there are few consultants with this skills.
However fret not 🙂 🙂 , I will try to outline most of the steps and details to set IBP
1) Setup BW client
In the sfin system you need to create a BW client to which the IBP would work. You can use this function module and set the client
2) Once this is done, you need to define the logical system and activation of the BI content. The BI content delivered by SAP provides a great deal of standard content for planning and it is almost enough to meet about 80 % of your planning requirement of client.
Follow the 4 nodes shown below
Shown below is the activation of the BI content. Before you perform this please read the help provided on the node to set the parameters correctly
4) Once this is done, all the excel layout for planning are available, but they need to be activated for use.
To do this, use transaction RSA1 and activate the excel layout. This will enable the AO layout to be available for planning
5) Once the above step is done, we still need to change the query for the planning. This is a minor change and will enable the data comes out correctly
Open the planning query in the “Query Designer” tool and change the default parameters to get data from Master data instead of the posted data.
All the planning query are set with the default parameter as “posted data”, which will not allow the initial launch of the planning views
View all the list of query available for planning:-
Change the parameters for the default values, as shown in diagram for the GL Account for the Cost Center planning on period
This should enable IBP for your usage now 🙂 🙂 😎 😎
Other good resource
There is a central note-0002081400 provided by SAP which has all the information on setup of IBP.
Other excellent document for the IBP and how to change the default content are:-
https://scn.sap.com/docs/DOC-63225 Process Orchestration with BPF
I hope this helps and you guys will be able to explore this good solution of SAP.
Other blogs in the series:-
SAP Appendix ledger
Reporting options with S/4 HANA
CO-FI initial setup
SAP S/4 1511 changes in details