INTERNAL ORDER/COST ELEMENT PLANNING

Blueprint Document : Internal order/cost element planning

Process Overview Table

Process Step Description Transaction Code

Change overall planning KO12

Display overall planning KO13

Change Cost and activity input KPF6

Display Cost and activity input KPF7

Copy planning KO14

Copy actual to plan KO15

Transfer Plan to Order Budget IMCCP4

Change original budget KO22

Display original budget KO23

Change supplement budget KO24

Display supplement budget KO25

Change return budget KO26

Display return budget KO27

Budget carry forward at year end KOCO

1. Change Overall Planning

1. Access the activity using the following navigation options:

SAP ECC Menu Accounting  Controlling  Internal Orders  Planning  Overal Values 
Chang
Transaction Code KO12

2. On the Change Overall Planning - Initial Screen, provide the necessary data and choose Enter.

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Field Name Description R/O/C User Actions and Values Comment
/D/N
Order R Order Number

Version R 0

3. On the Change Order Plan Values: Annual overview, the necessary data and choose Check(Shift-
F4).

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Field Name Description R/O/C User Actions and Values Comment
/D/N
Plan R Plan value for period and
overal Total plan value of
periods must be equal to
Overall.

4. If system show message “Check complete : No errors detected”, then Save

2. Display overall planning

1. Access the activity using the following navigation options:

SAP ECC Menu Accounting  Controlling  Internal Orders  Planning  Overal Values 
Display
Transaction Code KO13

2. On the Change Overall Planning - Initial Screen, provide the necessary data and choose Enter.

Field Name Description R/O/C User Actions and Values Comment

/D/N
Order R Order Number

Version R 0

3. Change Cost and activity input

1. Access the activity using the following navigation options:

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SAP ECC Menu Accounting  Controlling  Internal Orders  Planning  Cost and Activity
Inputs  Change
Transaction Code KPF6
2. On the Planning Cost Elements/Activity Inputs Change: Initial screen, provide the necessary data
and choose Overview Screen (F5).

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Field Name Description R/O/C User Actions and Values Comment
/D/N
Version R 0

From Period R

To Period R

Fiscal Year R

Order O From Order

To O To Order

Or group O Group Order

Cost Element O From Cost Element

To O To Cost Element

Or group O Group Cost Element

Free O Check if want to choose

freely In "Free entry" mode
only those
characteristic values
for which plan data
already exists in the
databank will be
displayed.
Form-Based O Check if want to show all
cost element In "Form-based entry"
mode, all characterisic
values with valid
master data for
characteristics will be
displayed in the rows.

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3. In this step, user will plan costs for number of periods. On the Planning Cost Elements/Activity Inputs
Change: Overview screen, provide the necessary data and choose Period Screen (F6).

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Field Name Description R/O/C User Actions and Values Comment
/D/N
Total plan R
costs This cost is planned for
number of periods
Distribution R 1 : equal distribution
key 2 : The distribution of Key for distributing plan
the entry value is values on periods
executed by the system according to various
just as for the previous criteria (analog, equal,
distribution. and so on).

4. On the Planning Cost Elements/Activity Inputs Change: Period screen, total plan cost is displayed by
period

5. Choose Save to complete

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4. Display Cost and activity input
1. Access the activity using the following navigation options:

SAP ECC Menu Accounting  Controlling  Internal Orders  Planning  Cost and Activity
Inputs  Display
Transaction Code KPF7

2. On the Change Overall Planning - Initial Screen, provide the necessary data and choose Enter.

Field Name Description R/O/C User Actions and Values Comment

/D/N
Version R 0

From Period R

To Period R

Fiscal Year R

Order O From Order

To O To Order

Or group O Group Order

Cost Element O From Cost Element

To O To Cost Element

Or group O Group Cost Element

Free O Check if want to choose

freely In "Free entry" mode
only those
characteristic values
for which plan data
already exists in the
databank will be
displayed.
Form-Based O Check if want to show all
cost element In "Form-based entry"
mode, all characterisic
values with valid
master data for
characteristics will be
displayed in the rows.

5. Copy planning
1. Access the activity using the following navigation options:

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SAP ECC Menu Accounting  Controlling  Internal Orders  Planning  Planning Aids
Copy Planning
Transaction Code KO14
2. On the Copy Planning - Initial Screen, provide the necessary data and choose Execute (F8).

Field Name Description R/O/C User Actions and Values Comment

/D/N
Internal Orders
Slection R 6000 – GEN or
Variant 6000 – AUC or This variant is used to
limited order by company
6000 – ACC code and Order type
Template
Version R 0
Sources of plan data
Period R From period
To R To period
Fiscal Year R
Target (Plan)
Version R 0
Destination
Period R From period
To R To period
Fiscal Year R
Plan data
All Plan data R Check

Select Plan O Uncheck

data
Processing Options

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Reset and R Check
overwrite
Test Run O Check if needed

Detail List R Check

3. On the Copy Values screen, choose Yes

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6. Copy actual to plan
1. Access the activity using the following navigation options:

SAP ECC Menu Accounting  Controlling  Internal Orders  Planning  Planning Aids
Copy Planning
Transaction Code KO15
2. On the Copy Actual to plan - Initial Screen, provide the necessary data and choose Execute (F8).

Field Name Description R/O/C User Actions and Values Comment

/D/N
Internal Orders
Slection R 6000 – GEN or
Variant 6000 – AUC or This variant is used to
limited order by company
6000 – ACC code and Order type
Template

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Period R From period
Sources of actual data
To R To period
Fiscal Year R
Target (Plan)
Version R 0
Destination
Period R From period
To R To period
Fiscal Year R
Actual data
All Actual R Check
data
Select Actual O Uncheck
data
Processing Options
Reset and R Check
overwrite
Test Run O Check if needed

Detail List R Check

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3. On the Copy Values screen, choose Yes

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7. Transfer Plan to Order Budget
1. Access the activity using the following navigation options:

SAP ECC Menu Accounting  Controlling  Internal Orders  Enviroment  Tools  Transfer
Plan to Order Budget
Transaction Code IMCCP4
2. On the Copy Actual to plan - Initial Screen, provide the necessary data and choose Execute (F8).

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Field Name Description R/O/C User Actions and Values Comment
/D/N
Version R 0
This variant is used to
limited order by company
code and Order type
Test Run O Check if needed

Budget as O Uncheck If you set this indicator,

supplmt / changes to the budget
return are posted either as
supplements or returns,
depending on whether
they increase or
decrease the budget.

If you do not set this

indicator, changes to the
budget are always
posted as changes to the
original budget.
Order O Order number

Order Type O GEN / AUC

Controlling R 1000
Area

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8. Change original budget
1. Access the activity using the following navigation options:

SAP ECC Menu Accounting  Controlling  Internal Orders  Budgeting  Original Budget 
Display
Transaction Code KO22
2. On the Change Original Budget - Initial Screen, provide the necessary data and choose Original
Budget (F5).

Field Name Description R/O/C User Actions and Values Comment

/D/N
Order R Order Number

3. On the Change Original Budget - Annual overview, provide the necessary data and choose Save
(Ctrl-S).

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Field Name Description R/O/C User Actions and Values Comment
/D/N
Budget R Budget Overall
Overall Budget Overall must be
larger than total of
annual values
Budget for R
each period

9. Display original budget

1. Access the activity using the following navigation options:

SAP ECC Menu Accounting  Controlling  Internal Orders  Budgeting  Original Budget 
Display
Transaction Code KO23
2. On the Display Original Budget - Initial Screen, provide the necessary data and choose Original
Budget (F5).

Field Name Description R/O/C User Actions and Values Comment

/D/N
Order R Order Number

10. Change supplement budget

1. Access the activity using the following navigation options:

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SAP ECC Menu Accounting  Controlling  Internal Orders  Budgeting  Suplement Budget
 Change
Transaction Code KO24
2. On the Change Suplement- Initial Screen, provide the necessary data and choose Suplement (F5).

Field Name Description R/O/C User Actions and Values Comment

/D/N
Order R Order Number

3. On the Change Suplement Budget - Annual overview, provide the necessary data and choose Save
(Ctrl-S).

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Field Name Description R/O/C User Actions and Values Comment
/D/N
Suplement R Suplement Overall
Overall Budget Overall must be
larger than total of
annual values
Suplement R
for each
period

11. Display supplement budget

1. Access the activity using the following navigation options:

SAP ECC Menu Accounting  Controlling  Internal Orders  Budgeting  Suplement Budget
 Change
Transaction Code KO25
2. On the Display Suplement- Initial Screen, provide the necessary data and choose Suplement (F5).

12. Change return budget

1. Access the activity using the following navigation options:

SAP ECC Menu Accounting  Controlling  Internal Orders  Budgeting  Return  Change
Transaction Code KO26
2. On the Change Return- Initial Screen, provide the necessary data and choose Return (F5).

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Field Name Description R/O/C User Actions and Values Comment
/D/N
Order R Order Number

3. On the Change Original Budget - Annual overview, provide the necessary data and choose Save
(Ctrl-S).

Field Name Description R/O/C User Actions and Values Comment

/D/N
Return R Return Overall
Overall Return Overall must be
larger than total of
annual values
Return for R
each period

13. Display return budget

1. Access the activity using the following navigation options:

SAP ECC Menu Accounting  Controlling  Internal Orders  Budgeting  Return  Display
Transaction Code KO27
2. On the Display Return- Initial Screen, provide the necessary data and choose Return (F5).

14. Budget carry forward at year end

1. Access the activity using the following navigation options:

SAP ECC Menu Accounting  Controlling  Internal Orders  Year-End Closing  Budget
Carryforward
Transaction Code KOCO
2. On the Budget Carryforward for Orders, provide the necessary data and choose Execute (F8).

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Field Name Description R/O/C User Actions and Values Comment
/D/N
Selection R 6000-Gen or
Variant 6000-AUC or This variant is used to
limited order by company
6000-ACC code and Order type
Fiscal Year R Current year

Document Last day of current year

Date
Test Run O Check if needed

Detail List O

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