SAP S/4 Finance blog series-3-SAP Integrated Business planning-Overview & Setup

[Former Member]

Hi Guys,

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 :lol: :lol:

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 :smile: :smile: , 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 :smile: :smile: :cool: :cool:

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-59001  Enhancing an Input-Ready Query with a Comments Column https://scn.sap.com/docs/DOC-59000  Provisional Master Data

https://scn.sap.com/docs/DOC-63225  Process Orchestration with BPF

https://scn.sap.com/docs/DOC-65723   Plan Data Retraction from Standalone BPC to IBPF https://scn.sap.com/docs/DOC-54501  Embedded BW

I hope this helps and you guys will be able to explore this good solution of SAP.

Regards

Rishab

Other blogs in the series:-

SAP Appendix ledger

SAP Simple Finance blog series-1-Parallel Accounting with multiple Ledger & Extension (Appendix )Led...

Reporting options with S/4 HANA

SAP S/4 Finance blog series-2-Reporting options with COPA as use case

CO-FI initial setup

SAP S/4 Finance blog series-4-Changes in Controlling & how to use them

SAP S/4 1511 changes in details

S/4 Finance- Blog series-6- 1511 changes in details

S/4 Finance- Blog series-5- 1511 and its details