Profitability Analysis

Last Update: 07/28/22

Maintain Plan Version S_ALR_87005722

Publisher Information

File
602813509.doc
Link 1

Link 2

Link 3

Link 4

Job Role

PA Plan data entries

Insert Job Role rows as necessary.

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 Profitability Analysis

CHANGE HISTORY
Update the following table as necessary when this document is changed.

Date Name Change Description

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TOPIC S_ALR_87005722 - Maintain Plan Version

TOPIC OBJECTIVES

Business Process Procedure Overview

Background
In this step you define the CO versions you want to use for your operating concern.
These versions are valid for all of CO and for all operating concerns.
In Profitability Analysis, you can only use versions for plan data. Consequently, the
fields "Actual" and "Exclusive use" are not relevant for CO-PA.
Each version has attributes, which are only valid for one operating concern.
The attributes determine the following:
 Whether you can plan a version
The Version locked indicator lets you lock a plan version so that no more changes
can be made to it.
 Which currency type should be used to store the data in this version
If, alongside the operating concern currency, the company code currency or the
profit center valuation is also active in your operating concern, you need to specify
the currency type for each version.
 Which exchange rate should be used to translate foreign currencies to the
local currency
 For what date the system should derive characteristics
In planning, the system always tries to derive values for the characteristics, which
you do not specify. Since these derivation rules are time-dependent, you can
specify which date the system should use when it performs derivation.

Scenario
Create plan version 4.

Prerequisites
Operating Concern

PROCEDURAL STEPS

Menu Path Accounting  Controlling  Profitability Analysis 

Planning  Current Settings  S_ALR_87005722 -
Maintain Plan Versions
Transaction Code S_ALR_87005722

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CASE FLOW DIAGRAM

Planning
Realignment Personalized Package
Ratio Profile
Planning
Level
Costing Key
Planking Set

Sales Plan
Distribution
Key Plan Version

Revaluation
Factor Event Forecast

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Perform the following steps of how to Maintain Plan Version using the information below:

Menu Path: Accounting  Controlling  Profitability Analysis  Planning  Current Settings

 S_ALR_87005722 - Maintain Plan Versions

Transaction Program Screen Sequence Description

S_ALR_87005 Maintain Plan Version
722
Client Language User Data Job Role
WI-CO- PA Plan data entries
S_ALR_87005722_01

SAP Easy Access

1. Double click on S_ALR_87005722 - Maintain Plan Versions.

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General Version Definition

2. Click the New entries button.

3. Update the following required and optional fields:

Field Name Description Values

Version Number key identifying plan Example: 4
version
Name Description of the Name. Example: Plan Version 4

4. Click the checkbox in the Column Plan to select it.

5. Click the checkbox in the Column Variance to select it.

6. Click the Save button.

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SAP R/3

7. Select the 4 line and click the Settings in operating concern

button.

Confirm transfer from version

8. Click the Yes button.

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Change View "Settings in operating concern": Details

9. Update the following required and optional fields:

Field Name Description Values

Exch.rate type Exchange rate type that will be Example: P
used for currency translation.
Derivation date Date for derivation of Example: 01.01.2002
characteristics in planning.

10. Click the checkbox of the Check derivation to select it.

11. Click the Enter button.

12. Click the Save button.

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Change View "Settings in operating concern": Details

13. The message bar displays “Plan version saved”

14. Click the Back button to go back to SAP Easy Access screen.

The system task is complete.

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