Lecture 2 - Maintain Versions

In this lecture we will look at the configuration of versions. We will in particular, look at the effect of the Integrated Planning indicator of a version by planning on cost centers and internal orders and the see the effect of the indicator on order settlement.

Maintain Versions

Use

Versions enable you to have independent sets of planning and actual data.

·         Version 0

Planning

1.     Integrated planning is set.

2.     Copying is allowed.

3.     Exchange rate type M with value date = start of fiscal year.

4.     Valuation version for internal activity allocation = 0.

5.     Integrated planning with cost centers/business processes.

Price calculation

1.      Purely iterative price.

2.      Actual and planned periodic price (the costs of the individual period are divided by the activities during that period, which may result in different prices for each period).

You can initiate revaluation in a separate business transaction and revaluation at actual prices. The original allocations for the planned price are not changed in the process. Instead, the system posts the deviation from the allocation for the planned price in a separate transaction.

 More versions: 1, 2, 3 (plan versions only)

Planning

1.      Integrated planning is set.

2.      Copying is allowed. Exchange rate type P with value date = start of fiscal year.

Valuation version for internal activity allocation = 0.

Integrated planning with cost centers/business processes.

Price calculation

1.     Purely iterative price.

2.     Periodic price.

Integrated planning controls whether or not planning data from Cost Center Accounting and Activity-Based Costing is passed on to other applications (such as Special Purpose Ledger or Profit Center Accounting), and whether or not line item documents are written each time planning data is changed.

Integrated planning

Controls whether or not planning of an internal order is integrated in a plan version with cost center planning.

Strictly iterative price

You should only set this indicator if you use output prices that have been set manually for planning activity types. If the indicator is set, price calculation also includes the calculation of a strictly iterative price, in addition to the price that results from your planning (for example, through a mixture of iterative and manually set allocation prices). When determining this strictly iterative price, the system acts as if there were no manually set prices. As a result, the allocation prices for all activity types are also determined iteratively for all the cost centers in this version.