Hierarchy
SAP_FIN (Software Component) SAP_FIN⤷
FI-GL-GL-PL (Application Component) Planning⤷
GLPL (Package) Planning Processor FI-SL, FI-GL (new)
IMG Activity
| ID | FI-SL_PL_PROFIL | Define Planner Profile |
| Transaction Code | S_ALR_87009567 | (empty) |
| Created on | 19990305 | |
| Customizing Attributes | ACC_SL_PL_M_U_A | Special Purpose Ledger Planning |
| Customizing Activity | FI-SL_PL_PROFIL_OB | Planner Profile |
Document
| Document Class | SIMG | Hypertext: Object Class - Class to which a document belongs. |
| Document Name | FI-SL_PL_PROFIL_DC |
In this activity, you define the planner profiles, which controls the planning process. In a planner profile, you define for each table, which plan tasks can be used with which pre-setting. You can set up as many plan tasks as you need for each table. With the profile item, which determines the order of the plan tasks for a table, you are able to assign the same plan task more than once to a planner profile using different settings each time.
Planner profiles are structured hierarchically:
- Planner profiles are in general
- Tables that can be planned
- Plan tasks for the table
- Pre-settings
When defining a planner profile, you have the following options:
Navigation
You can navigate in the hierarchy by selecting an entry in the list section and then selecting the next lowest hierarchy level in the navigation area via a double-click. By choosing Back, you return to the next highest hierarchy level.
Example
You are in the Planner profile view and you select a planner profile from the list area. If you then select Tables to be planned in the navigation area via a double-click, the Summary tables to be planned view appears. In this view, you see all tables that have been assigned to the planner profile selected.
Planner profiles in general
- You can assign an authorization group to each planner profile.
Through the combination of authorization groups and pre-settings that cannot be overwritten, you can assign differentiated authorizations for creating plan data. - To create a new planner profile, choose New entries.
- To copy a planner profile, select an existing planner profile and choose Edit -> Copy as....
Tables that can be planned
- You can assign summary tables to each planner profile, and they will be used as the basis for your planning. To assign a table, choose New entries.
- For each assign table, you can assign a distribution key as a default value for the currency and amount fields.
Plan tasks for the table
- You can assign plan tasks to each table. To assign a new plan task, choose New entries. Enter an item and a previously defined planning layout.
- With the item, you determine the order in which the plan tasks are available.
- The indicator Def.param. tells you if pre-settings were made for your plan task.
- You can activate the following functions:
- With Overw., you specify whether the pre-settings can be overwritten during planning. If the indicator is set, the pre-settings are default values, which you can overwrite during planning. If the indicator is not set, the pre-settings cannot be overwritten.
- With Summarize, you specify whether the plan data can be read in summarized form.
- With Excel Integration you specify whether you can create plan data using an Excel spreadsheet.
If you activate Excel Integration, you enter a file name in the File description field. If you do not enter a name, the system automatically assigns a name. - You can enter the Document type for plan line items.
- You can enter the Exchange rate type, which is used for translating currencies.
- You can specify which fields are ready for input during planning for the currencies and amounts included in your planning layout.
Pre-settings
- You can assign pre-settings to each plan task by entering the desired values.
- The pre-assigned values appear in the initial screen when carrying out planning.
In order to create Excel spreadsheets, plan data must exist.
Example
Requirements
Standard settings
Recommendation
Activities
- Create a planner profile. The previously described functions are available for completing this task.
- Save your planner profile.
Notes on transport
Planner profile maintenance is connected to the automatic recording of transport data.
This also includes the settings for integrated Excel. The system includes file descriptions and Excel sheet templates in the transport request, provided you have created them in Customizing.
The system also transports the settings for integrated Excel if you have manually included a planner profile in - or manually deleted a planner profile from - a transport request (you do both by choosing Table View -> Transport).
Warning
- When performing the transport, ensure that you have not manually created any integrated Excel settings in the target system.
Only supply the target system by means of transports, otherwise inconsistencies could arise. When importing the Excel sheet templates from the source system, the system does not overwrite the settings already made in the target system.
- If, however, planner profiles with corresponding Excel sheet templates already exist in the target system, you have to delete them before performing any imports. In planner profile maintenance, you can delete these Excel sheet templates for specific planner profiles or profile items.
Further notes
You can find additional information on planner profiles and Excel integration in the SAP Library under Accounting -> Financial Accounting -> General Ledger Accounting or Special Purpose Ledger -> Planning.
Business Attributes
| ASAP Roadmap ID | 203 | Establish Master Data |
| Mandatory / Optional | 1 | Mandatory activity |
| Critical / Non-Critical | 2 | Non-critical |
| Country-Dependency | A | Valid for all countries |
Maintenance Objects
| Maintenance object type | C | Customizing Object |
| Assigned objects | ||||||
|---|---|---|---|---|---|---|
| Customizing Object | Object Type | Transaction Code | Sub-object | Do not Summarize | Skip Subset Dialog Box | Description for multiple selections |
| VC_TKA50_GL | C - View cluster | GLPLADM | Create or Change Planner Profile | |||
| VC_TKA50_GL | C - View cluster | GLPLANZ | Display Planner Profile |
History
| Last changed by/on | SAP | 20000420 |
| SAP Release Created in |
