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Financial
Operations Contents Using the SAP screens allows you to enter different amounts
for each fiscal period, plan on a range of cost objects at
one time (cost center, WBS element, or internal order), and
use a cost element group. You can choose a form-based entry
where SAP automatically loads into your plan all the cost
elements included in the range or cost element group you specified
with descriptions next to each cost element.
Tip For
a faster and more convenient method of entering
your planning data, use a spreadsheet. However,
there are some limitations. See
Create a Plan Using a Spreadsheet. Important The
Layout field should read
Z-DEPT PLANS. If the
layout on your screen is
different, you need to
set your user defaults
to the MIT departmental
planning layout. See
Introduction:
Set User Parameters for
the MIT Planning
Layout
for
instructions. For WBS Elements: Navigation
Path: - User Menu Transaction
Code: /ncjr2 Note You
may need to scroll down
the screen to see all
the fields. For Internal Orders: Navigation
Path: - User Menu Transaction
Code: /nkpf6 For Cost Centers: Navigation
Path: - User Menu Transaction
Code: /nkp06
Note Although
the fields function the same as the fields on
the WBS Element Initial Screen, the names for
some fields are different on the Internal Orders
and Cost Centers Initial Screens.
WBS
Element fields Internal
Orders and Cost Center fields From
period (first)
Period To
period (second)
Period or
group Order
group; Cost center group (Cost
element) or group Cost
element group Field Description Version Enter the plan version for your school or area. For
a list of plan versions, click on the matchcode From period Enter the beginning fiscal
period. If you are planning over
an entire fiscal year, enter 1.
Otherwise, enter the first period
of the range. Note For
multi-year
projects, you
can only create
a plan for one
fiscal year at
a
time. To
period Enter the ending fiscal
period. If you are planning to
the end of the fiscal year, enter
12. Otherwise, enter the last
period of the range. Fiscal year Enter the fiscal year for
which you are creating the plan.
You must enter all four digits of
the year, for example, 2000 (not
00). Note Planning
for more than
one fiscal year
is a useful
feature when
planning on WBS
elements and
internal orders
for the life of
a project.
However, it can
cause
inaccurate
numbers if
planning across
multiple fiscal
years for cost
centers. It is
suggested that
you do not plan
across fiscal
years on cost
centers. See
Planning
for Multiple
Fiscal
Years. WBS Element You must define the plan for a
single cost object, a range, or a
cost object group. Since this example uses WBS
elements, enter a single WBS
element for which you are
creating the plan. If you are
creating a plan over a range of
WBS elements, enter the first one
in the range. to If you are creating a plan for
a range, enter the last WBS
element in the range. Leave this
field blank if you are creating a
plan for a single WBS
element. Or group This option is not
recommended. If you need to plan
on more than one cost object, put
the first cost object in the
WBS Element, Internal
Order, or Cost Center
field and the last cost
object in the to
field. Cost
Element You must define the plan for a
single cost element, a range, or
a cost element group. Enter the cost element on
which you want to create a plan.
Or, if you want to make entries
over a range of cost elements,
enter the first cost element in
the range. to If you are making entries on a
range, enter the last cost
element in the range. Leave blank
if you are making an entry on a
single cost element or a
group. or group Cost element groups allow you
to work with a number of related
cost elements that are grouped
together, such as Salaries,
Materials and Services,
Equipment, etc. These are the
same cost element groups that are
used in SAP reporting, such as
CEMIT-0. 1. Enter the cost element
group. 2. Leave the Cost
element field and the
to field blank. Tip Choose
CEMIT-0 to
allow entries
for all of the
cost elements
used in the
usual monthly
statements. For a list of possible cost
element groups: 1. Click on the matchcode Result: The "Cost
element group" dialog box
appears. 2. In the Description
field, enter descriptive text for
the cost element group you wish,
and put an asterisk before and
after the text. For example
"*mat*" for Materials and
Services. Or leave the asterisk
in the Description field
with no text. 3. Leave the radio button set
to All nodes. 4. Click the Enter button Result: A window
appears listing all cost element
groups. 5. Double-click the cost
element group you want. Result: SAP inserts the
selected group in the cost
element or group field on
the Initial Screen. Entry Select either the Free
or the Form-based radio
button. Free This option allows
you to manually enter
the cost elements on
which you will enter
plan amounts. To enter manually,
you must define the plan
for a range of cost
elements or a cost
element group in the
fields described above.
Any manually entered
cost element must fall
within this selected
range or group,
otherwise SAP will
display an error
message. Note If
you are making
changes to a
pre-existing
plan, choose
the Free radio
button to
display only
those cost
elements that
contain plan
amounts. See
Change
a
Plan. Form-based With this option,
when you go to the
Overview Screen, SAP
automatically loads into
your plan all the cost
elements included in the
range or cost element
group you specified.
Descriptions appear next
to each cost element.
You can make entries on
any of the cost elements
you wish and leave the
others blank. The
form-based feature is
helpful if you do not
already know the
specific cost elements
on which you wish to
plan. Click the Enter button Go
to the Overview Screen Result: The "Change Cost Element/Activity Input Planning: Overview screen" appears. This screen is also called the Overview Screen. >>Go to Create a Plan: Part II
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Copyright
2001 © Massachusetts Institute of Technology |
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Do NOT use plan version 0.
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