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Integrated Business Planning in Simple Finance

Consistent view of planning process.

Application can be accessed by MS excel front end.
Enable to combine revenue & cost planning to arrive at a profitability planning at detail
level and combine
it with balance sheet and liquidity planning to provide an holistic integrated planning
Allows to perform Driver Based Planning , What if Analysis , Scenario planning
Enhance the planning functionality with Audit Trail and Activity log

SAP Simple Finance

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

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

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: Enhancing an InputReady Query with a Comments
s/DOC-59000 Provisional
Master Data
C-63225 Process
Orchestration with BPF
C-65723 Plan Data
Retraction from Standalone
BPC to
cs/DOC-54501 Embedded
I hope this helps and you
guys will be able to explore
this good solution of SAP.