SAP Finance Creating Budget Data for Different Versions

You are creating the budget for the next plan year and require values for personnel expenditure. Firstly, the system has to create budget values for two different versions: one version in which the personnel expenditure increases by 10% and another version in which the personnel expenditure is the same as the current year.

You specify which budget data the program creates using the detail variant. Each version needs is own detail variant.

Prerequisites

The settings for automatic commitment/budget creation must be made in Customizing of Position Budgeting and Control. You also require the following IMG activities:

● Define Interval for Reference Document Numbers of Budget Documents

● Define Period for Budget Creation

● Define Subtypes for Budget Creation

● Define Run Variant for Budget Creation

You also have to make the settings in the IMG activity Define Budgeting Data for Transfer from Personnel Budget Planning in Customizing of Funds Management.

Procedure

Settings in Customizing of Personnel Cost Planning and Simulation

1. You need a planning context that you assign to different scenarios so you can compare the effects of the different personnel expenditure. The CP planning context provided by SAP is used in this example. In the IMG activity Create Planning Scenarios you create two scenarios for the CP planning context.

2. In the IMG activity Specify Scenario-Dependent Values, specify for each planning scenario how the SAP system should evaluate cost items in the planning run and which limits should apply to them.

You can also change the scenario-dependent values during planning in the production system. You can do this in SAP Easy Accessunder Human Resources ® Personnel Management ® Personnel Cost Planning ® Settings ® Current Settings.

3. Then specify the data basis (PA-CP) for Personnel Cost Planning in the IMG activity Create Data Basis. One subtype represents the data basis for a data collection or cost planning run. During the data collection run the program saves the data collected in the subtype selected. During the cost planning run the program start the run using the data collected in the selected subtype.

Settings in the Menu Personnel Cost Planning:

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1. Before you start planning personnel costs, you have to provide the data basis to be used as a basis for the planning. The data basis is made available using data collection. For data collection, there are programs available for employees and organizational objects. You create a report variant for each of these programs. The program saves all of the data in the selected subtype of the infotype Planning Personnel Costs (0666 for employees and 5010 for organizational objects).

2. Then you create a personnel cost plan for each planning scenario. In doing this you define all of the information required for creating plan data such as planning scenario, planning period and data basis. You have specified how the system should evaluate the cost items for each scenario. For more information, see Planning Preparation.

3. Then carry out one or more cost planning run for each personnel cost plan. In doing this you create the plan data for each personnel cost plan.

To create a personnel cost plan and carry out a cost planning run for it you require a data basis for organizational objects. If you include employee data in the planning and want to use it to create data for organizational objects, you have to carry out data collection for employees before data collection for organizational objects.

Settings in the Payroll Menu:

Simulated payroll results in should be collected in data collection in Personnel Cost Planning. You therefore need a variant of the program to use for payroll. You create this variant in the valid payroll simulation.

Settings in Customizing of Position Budgeting and Control:

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1. You create two detail variants: one for the 10% increase in personnel expenditure and one for the unchanged personnel expenditure. You link each detail variant to the filter values PCP (for the data collector) and ORIGINAL (for determining requirements). The filter value controls from which data the program determines the budget data. This data budget data could be data from the payroll simulation or from cost distribution. You make this setting in Customizing of Position Budgeting and Control in the IMG activity Create Detail Variant and Link to Filter Values.

2. In the IMG activity Determine Payroll Program Variant for Simulation, specify for which employees payroll simulation should be carried out using the variant of the payroll program you created in the Payroll menu. Then you activate payroll simulation for the detail variants created in the IMG activity Activate Payroll Simulation for Detail Variant.

3. In the IMG activity Assign Report Variants for Data Collection in the PCP of a Detail Variant you have to assign the report variants you created for data collection in Personnel Cost Planning to the appropriate detail variant.

4. In the IMG activity Assign Data Basis for Data Collection in the PCP of a Detail Variant, assign the subtype that contains the data basis to the appropriate detail variant.

5. In the IMG activity Assign Planning Context/Scenario from PCP of a Detail Variant assign the two scenarios to the appropriate detail variants.

6. In the IMG activity Determine Detail Variant for Data Collection Individually, specify (independent of the characteristics of the person or position) which detail variant the system should use for determining budget data.

7. In the IMG activity Assign Detail Variant to Data Collector Variant, assign one of the two detail variants of the data collector variant DC_ORIGINAL. In the assignment specify that it is an Individual Detail Variant.