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PL Planning

PL Planning. SAP Best Practices. Purpose, Benefits, and Key Process Steps. Purpose

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PL Planning

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  1. PL Planning SAP Best Practices

  2. Purpose, Benefits, and Key Process Steps • Purpose • This scenario describes how to setup profit and loss planning. In PL, sale revenue, cost of sales, gross profit and salary/bonus are transferred from sales planning and HCM planning scenario. In this scenario, the planner manually plans the other PL accounts for different department. • Benefits • Standardize the PL planning process • With the integration with sales planning and HCM planning, the data consistency is ensured • Key Process Steps • Confirm planning data transferred from sales and HCM application • Create PL planning data • Confirm reporting data and approve planning data in BPF

  3. Required SAP Applications and Company Roles • Required SAP Applications • SAP BusinessObjects Planning and Consolidation 7.5, version for the Microsoft platform • Company Roles • Department planner • Department manager

  4. Detailed Process Description • PL Planning • This scenario is about the processes of planning PL data and approving planning data. • Business department planner uploads and imports the actual PL data of last year for his responsible department. • After confirmed the sales planning data and HCM planning data, business department planner input data on PL planning input schedule for his responsible department. • Sales team only needs to maintain the selling expense accounts; financial department needs to maintain administrative expenses and Financial income/expense; for IT and HR department, only administrative expenses accounts are required. • Business department planner sets the status to submitted for manager’s approval. • Business department manager the PL planning data and approve/reject it. • If approved, the data work status is set to locked.If rejected, department planner re-open the BPF to adjust the planning data

  5. Process Flow Diagram PL Planning Event Start of P&L Planning Process End of P&L Planning Process Department Planner Upload/Import Actual Data Confirm Sales Data Confirm HCM Data PL Planning Submit for Approval Department Manager Approved? PLPlanning BPF Complete YES No

  6. Diagram Connection Legend <Function> Hardcopy / Document External to SAP Financial Actuals Business Activity / Event Budget Planning Unit Process Manual Process Process Reference Existing Version / Data Sub-Process Reference Process Decision System Pass/Fail Decision

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