Copy Actuals to Plan

Dear All,
now i tried since 2 days to copy the actauls of CO-PA into a new plan version using KEPM. In general i would like to copy the actuals 2011 (january to August) to Planverion VS2. Could some one help me?
br Andre

Hi
welcome to SDN!!
You should have 2 versions 1st of all, which you already have
In the Step COPY, you should have give version 0 as the reference and also the reference record type, reference period as the parameters
Then when you execute this step, it should get copied or give you error message if unsuccessful
br, Ajay M

Similar Messages

Copy actual to plan

Dears,
someone knows if there is a way to copy the actual value present in a cost center in the version 0 as planned values in another version? I tried with transaction KP98 but it is not useful in this case since that transaction copies the actual value present in the cost center xxx in the version 0 as actual value of the cost center xxx in the version YY.
many thanks
Vittoria

If you try to run this transaction you can see by yourself that the system copies all the values in the actual side and in the plan side only the value related to primary cost center...so if I need the value coming from the allocation cycle I need to copy them in the new version and re run, but I I need the values of the confirmation of activities there is no way. I need to recreate the actual picture in a simulation version in order to be able to simulate the actual cost calculation avoiding to use the standard transaction.
KR
V

Want to copy actual data to plan version for profit & cost center

Hi,
I want to copy data from actual to plan data for first half of the financial year.
I was trying with T-Code CP98 . Are any Configration settings required to be done?
But facing error "you have not selected a traget project"
Is there any other way out for doing these activity?
Thanks & Regards,
Mayur
Edited by: Mayur on Feb 23, 2010 11:56 AM

Hello Mayur,
Please try with KP97/KP98 transactions.
I suspect, that you are giving wrong target plan version.
Please check your entries once again.
Regards,
Praisty
Edited by: Praisty on Feb 23, 2010 12:04 PM

Copying Actual data to Plan (T-Code KP98)

Hi Guys,
I am Copying actual data posted in 'X' cost center with version '0' to 'Y' cost center with version '1' through t-code KP98.
While copying I am selecting only Primary costs and Activity quantities.
I am able to execute the transaction witout any errors and it is giving a log that 'X' no. of records are copied, which is perfect.
But the problem is when I verify data in target cost center i.e. in 'Y' cost center it is showing some different values.
The target values are not reconciling with source values. It is copying activity quantities perfectly but actual costs it is giving some wrong values. I don't know from where it is getting those values.
Can any one help me in this?
Thanks
Ravi

Hi
You can't transfer actual of one cost center to plan values of another cost center using KP98. You can transfer actual of the same cost center to plan for the same cost center for different period.
You can transfer plan of one cost center to plan of another cost center through KP97.
Regards,
Suraj

Unable to copy Actual cost to Planned cost via CJ9CS

I am trying to copy actual cost to planned cost for secondary cost elements via CJ9CS; currently there is a variance.
How can I match my planned cost with the actual cost.
We have already applied OSS note 304119 and we are on ver. 4.7.
Has any one used enhancement COOMKPT4 and function exit EXIT_SAPMKPT4_010 Or is there any other way to copy the actual cost to the planned cost?
Thanks
Amit

Hi Sudhir,
Thanks for the quick reply.
CJEN won't work for us, we are trying to find a way to fix CJ9CS.
When we do CJ9CS the price is getting copied over from the price defined in KP26 instead of the Actual price.
We have to find a way for the system to disregard the plan price while copying and just take the actual price.
Any clues how we can do that?
Regards
Amit

Copy actual data to plan version

Dears,
I have a requirement wherein business has maintained plan data for balance sheet GLs in GP12N for version 1 for 6 months. Now the requirement is to copy actual data of first 6 months to next 6 months in version 2 (forecast) and start comparing actual/plan/forecast. I tried copying in FAGLGP52N, but it allows only from plan version to another plan version.
Please suggest if there is a way to copy actual data to plan version.
I have another requirement to display plan version data of cost element (PL) which we maintain in KP06/7KE1 in F.01.
Thanks,
Lokesh

Try to use Plan version (000) where the Actual values are posted in this version.
Cheers,
Sarhan.

Copy cost center planning to profit center

Hi dear,i did cost center planning with KP06,then i try 1KE0 to copy cost center planning data to profit center,but seems it does not work,because there is no relevant planning data when i use KE5Z to check planning data
can someboyd kindly tell me what i need to do to transfer cost center planning to PCA,THANKS

Hi,
To integrate cost center accounting (CCA) planning with PCA, for each fiscal year in Maintenance of Versions, the Integrated Planning checkbox should be checked . Also in PCA, maintenance of plan versions -> settings for Profit Center Accounting, the Online Transfer checkbox should be checked so that the postings are transferred to Profit Center Accounting for each activity automatically
Tcode KE5Z is for Profit Center Actual Line Items. So even if you select record type 1 here, it will not give planning data. Similarly, tcode KE5Y is for Profit Center Plan Line Items. If you select record type 0 here, it will not give actual data. If Integrated Planning is activated (as mentioned above), then KE5Y will give you all planning data, irrespective of whether it is planned using PCA or CCA.
Regards,
Sangeeta

Actuals in Plan Version 0

Can someone explain to me what SAP means by 'actuals' in plan version 0? Is this supposed to mean that the actual postings to a cost center (for example) are copied into this version? This would mean that after a month is closed, the actuals would equal plan?
Thanks in advance

Plan and actual transactions are stored in a single table. For planning, version is one of the essential characteristics, against which the plan values are stored. Though this version does not mean much to actuals, SAP has made it to default to version '0', you can choose any other version also to record actuals against that version. But only one version can be chosen to record the actuals.
Once you have set in the customizing which version shall be activated for the actuals, you never visit that again. It matters only when a report is being developed where you have to call the plan version and enter 0 against that for pulling actuals.
Actual do not become plan because a version is being asked by the system.

How to copy actual data into current forecast period

Hi gurus.
I need your guidance on how to copy actual data into current forecast period.
This is my case. Let's say I have the following figures for my actuals:
January 2007 Actual = $110,000.
February 2007 Actual = $120,000.
March 2007 Actual = $80,000.
April 2007 Actual = $100,000.
Now, my user want to choose any month as the basis for her forecast for the remaining periods. Let's say, she wanted to choose April 2007 Actual as the basis for the remaining forecast periods, so I should be able to display the following figures in my planning folder:
May 2007 Forecast = $100,000.
June 2007 Forecast = $100,000.
July 2007 Forecast = $100,000.
August 2007 Forecast = $100,000.
September 2007 Forecast = $100,000.
October 2007 Forecast = $100,000.
November 2007 Forecast = $100,000.
December 2007 Forecast = $100,000.
Can someone guide me on how to do that?
Points will be given to good and best answers.
Thanks.

Hi Fulham,
Technical answer:
First, you need to allow your user to indicate wich month is the reference for the copy. I suggest you to add a new key figure in your actual layout (a 'customizing' layout) that your user will use as a flag:
January 2007 Actual = $110,000
January 2007 Flag = 0
February 2007 Actual = $120,000
February 2007 Flag = 0
March 2007 Actual = $80,000
March 2007 Flag = 0
April 2007 Actual = $100,000
April 2007 <b>Flag = 1</b>
<i>(Help to a fox or an abap exit you can check that only one month is 'flagged')</i>
Then, in the corresponding level for the data input, you use a function exit in Abap, which will:
- read the previous customizing layout help to API_SEMBPS_GETDATA so you can get the flagged month and its actual amount ($100,000)
- generate the news rows into the table XTH_DATA which will be automatically posted in the level with the actual amount
Is that clear?
Regards,

Unable to copy data in planning

Hi Gurus,
I am unable to copy data using "copy data" in planning web application.
getting an error "MSG_COPY_DATA_OPTIONS_FAILED: An error occurred while running the specified calc script. Check the log for details."
here are the steps I checked:
I checked whether planning and essbase are in sync.
The DBA team says that there was no spikes in memory.
when I take small data set it see data in target but the status in Job Console says processing for the past 45 min.
I was copying only one month of data.
please help.

I see you must of read the two Oracle Support articles by what you wrote in your post.
Have you checked the essbase app log? also it sometimes help to restart the planning web app when it happens.
Also have a read of Re: Where is the calc script created when running the 'Copy Data' function ?
Cheers
John
http://john-goodwin.blogspot.com/

Rolling forecase for Actual and Plan

Hi
Iam working on Rolling Forecast for Actual and Plan report.. My Planning here is Quaterly based so for example say we plan it on April so the months after april (May - Dec) would be Planning. So when my month keeps on moving the forecase also moves..
So can you please guys help me to get out of this with an solution..
Thanks

Hi,
If you are using BI-IP for your scenario of forecasting then you can refer to the below links for forecatsing strategies.
http://help.sap.com/saphelp_nw70/helpdata/en/43/0c033316cd2bc4e10000000a114cbd/frameset.htm
for forecasting strategies
http://help.sap.com/saphelp_nw70/helpdata/en/43/0c033316cd2bc4e10000000a114cbd/frameset.htm
If you are using SEM-BPS you can consult these links:
http://help.sap.com/saphelp_sem60ep1/helpdata/en/0a/242537cedf2056e10000009b38f936/frameset.htm
http://help.sap.com/saphelp_sem60ep1/helpdata/en/0a/242537cedf2056e10000009b38f936/frameset.htm
Forecast (old)
http://help.sap.com/saphelp_sem60ep1/helpdata/en/0a/242537cedf2056e10000009b38f936/frameset.htm
Forecast(Exit)
http://help.sap.com/saphelp_sem60ep1/helpdata/en/0a/242537cedf2056e10000009b38f936/frameset.htm
Regards,
Priyanka Singh

Actual and Plan Versions annual view - Multiple versions per company code

Good Day,
Iu2019m creating an FI-CO query with an annual view of both Actuals and Plan Values, which uses period and version as input values. The dilemma is around the plan versions which are hardcoded per company codes (eg. 1 Company Code = versions 501 u2013 512)
Can anyone suggest a possible solutions as normally there is only one version used for planning but in this instance there are multiple versions per Company Code.
Currently the report is hardcoded for one Company Code and going forward it should cater for more than one(Company Company* 12 Version)
Kind Regards

Remove restriction on comp code. There could be 2 models.
1. Include comp code, value type and version in the rows. This way you get multiple records for a comp code. One record for actual data and one record each for plan versions. To have this model at the query, the data model in the cube also should be in this way (what we call as the account model), multiple records differentiated into actual/plan by valuetype and different versions by version.
2. Include comp code in rows. Create selections, one for actuals (restrict with key fig and value type 10, actuals), one for each plan versions (restrict key fig with value type 20, version 501. Create one selection for each version this way). This way we have one record per comp code with diff key fig for actual and plan versions. We call this as key fig model. To have this model at the query, the data model in the cube could be account model or key fig model. If it is key fig model then no need of selections. The key fig could be taken directly from the cube.

Actual shown PLan is not shown

Hi,
I a working on BI 7.0.
In my report I have 2 RKF's. Actual & Plan.
I have restricted both to:
Fiscal Year & Posting Period (Range from 1 to current posting period)
I am getting the values for Actual while Plan is shown blank.
Please let me know where I might be going wrong.
The report is on a MultiProvider. Plan Cube is also having a posting period which is derived from Fiscal Year/Period.
I look forward to your suggestions.
Thanks
Kumar

assuming you have data in plan cube and have done identification on the multi provider right, in the RKF try to further restrict with the dataprovider (ur plan cube). that should work ...
make sure to have restricted request id(under datapackage) with most current data. even there is a chance the data wont show up if you have loaded the data (trying to see) in the second or subsequent run.
Message was edited by:
voodi

"Error while copying an account plan"

Hi,
While copying an account plan with status "draft" we are getting a dump. The dump is as follows:
Cannot display view BTPARTNER/PartnerOV of UI Component BTPARTNER
An exception has occurred Exception Class CX_CRM_MKTIB_COLLECTION - Item with Key 4C98822D7FC00029E100800024531A89 does not exist
Method: CL_CRM_MKTIB_COLLECTION=>GET_ITEM_BY_KEY
Source Text Row: 13
Let us know what the issue is and how to fix this issue.
Regards,
Mamatha.

Hi,
Try to aplly the note 1273139 Exception when copying a TPM or an account plan.
Hope this helps.
Best regards,
Caíque Escaler

Data copy in Hyperion Planning taking long time

Hi All,
good morning.
I am using data copy in hyperion planning (11 1 2 2) to copy from one scenario to other selecting account annotations and supporting details.
The essbase part of copying data completed (checked sessions), but when I checked the job console in planning it still says processing for past 2 hrs.
My java heap size for planning is 1.5GB and the backed database is SQL server
my suspicion is that the issue was with backend sql. but I don't where to start.
can anyone please guide me.

I am working with version 11.1.2.1 and running into the same issue. The Supporting detail option works fine if the application has just a few details, let’s say 50 cells, but if we have around 500 cell with details then the copy process never ends, the details are not copied, and I have to restart the Planning service. As a workaround we are using a two steps process. In the first step we copy the just Essbase using the copy data functionality of Planning (with no data copy options enabled) or by using an Essbase calculation script. For the Supporting Details piece we use the Export for Edit functionality of LCM and export them to an XML file, and then we edit the XML file and change the source member name with the target member name, and finally we use the Import after Edit functionality of LCM. Of course if works only if the Planning application was deployed using EPMA.

Copy Actuals to Plan

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