New General Ledger Accounting

FI level Planning

New GL accounting - Planning

Overview: Planning can be carried out in the New GL. This planning process is similar to that of the planning in controlling. It can be used in New GL accounting to enter and distribute plan data to create budgets, forecast and other reports. Customization steps to be followed for creating planning in New GL: - Define Plan periods - Define plan versions - Assign plan version to Fiscal year - Define planning layout, planner profile - Define document types and number ranges for planning Path: Customization -> Financial accounting (New) -> General Ledger accounting (New) -> Planning

Step 1: Define Plan periods

In this activity, we can determine the posting periods allowed for entering plan data. We need to assign the planning period to the posting period variant which is assigned to the company code.

Step 2: Define Plan versions

In this activity, we can maintain plan versions for each ledger. For each fiscal year, we can post plan data to an unlimited number of versions. Planning can be done in two ways: Manual planning: Need to plan data manually Integrated planning: Integrated transfer of plan data from the controlling data.

Step 3: Assign plan version to Fiscal year and company code

Step 4: Planner profile and layout standard SAP layout

Step 5: Define Document types and number ranges for planning

Front end Enter Plan data Tcode GP12N

Front end Plan Vs. Actual report Tcode S_PL0_86000029

FI Level Planning Additional points

Planning in FI in new GL accounting is based on the combination of GL accounts and Profit center. Like planning in FI-SL, we can also perform integrated level planning and copy the plan data from CO-OM and CO-PA. Unlike planning in FI-SL in classic GL, Allocations (plan assessment and plan distribution) can be done in planning in New GL accounting.