Get Detailed with SAP Expense Planning Wayne Kirkendall Session Code 1610 GB Enterprises

Overview of Alpha Agenda Configuring and Using Personnel Cost Planning Cost Center/Cost Element Planning Configuration GuiXT Components Cost Center/Resource Planning Manager Training/Acceptance iTutor of PCP Our Business Requirments for Expense Planning

Alpha Overview Alpha Technologies was founded in 1976 to provide power supplies to the cable industry. These products, which still comprise a significant portion of Alpha's total business, provide critical power conditioning and emergency backup to cable television delivery networks. Rapid growth in global communications, and the critical connection between system power and overall network reliability, created a strong demand for Alpha's products across a wide array of communication applications. Today, Alpha Technologies is a leading supplier of power systems to the broadband communications industry. Alpha’s customer base includes major cable television system operators, telecommunication service providers, as well as some of the most progressive full-service communication providers. For more information go to

Overview of Alpha Agenda Configuring and Using Personnel Cost Planning Cost Center/Cost Element Planning Configuration GuiXT Components Cost Center/Resource Planning Manager Training/Acceptance iTutor of PCP Our Business Requirments for Expense Planning

Expense Planning Requirements Eliminate in house Access Database system Leverage Central SAP database Reduce budgeting manager’s consolidation time Leverage in process employee master project Get away from centrally loading and managing spreadsheets or database extracts

Expense Planning Requirements Plan Certain Expenses by employee Initial Planning Requirements Personnel Costs: Salary/Wages, Taxes, Bonuses, Commissions Employee Related: Travel, Employee Development What we ended up doing Planned Personnel Costs by Position in PCP and transferred to CO Planned Employee Related Costs in CO

Final CO Reports

Overview of Alpha Agenda Configuring and Using Personnel Cost Planning Cost Center/Cost Element Planning Configuration GuiXT Components Cost Center/Resource Planning Manager Training/Acceptance iTutor of PCP Our Business Requirments for Expense Planning

General CO Versions

CO HR Planning Connection

Click to add text CO HR Planning Connection

Personnel Cost Planning IMG

Configuration Wizard

Integrate with Accounting?

Set Plan Source

Default Values

Evaluation Path

Employees/ Required Positions

Calculation Parameters

Authorization Check

Excel Integration

Completion Check

Table View of PCP Config

Wage Types

Wage Types Percentages

Wage Type Groupings

Effect of Percentage Wage Types

PCP Data Flow to CO 1) Data planned on a position level in infotype ) PCP Scenario Groups Created/Modified 3) Administration tool sends Scenario to Cost Centers Sales Manager CSRSales Rep Admin Sales Plan Scenario 1 SalesAdmin

PO13 – Maintain Position

PO13 – Change Cost Planning

Creating PCP Scenario Groups Projected Pay Payroll Results Basic Pay Actual Results Requires SAP HR Payroll Based on Infotypes 1015 & 1011 Based on Infotype 0008

Click to add text PP28 – Projected Pay Planning Basis

Assign Costs to Cost Objects

Assign Cost Object to Cost Center

Scenario Structure Plan Version – HR Plan Version not CO Plan Version Scenario Overall bucket that holds 1 or many scenario groups Scenario Group – Structure that contains the planned values

Release and Transfer to CO PP27 – Release Plan Scenario PP2U – Save/Cancel Plan Scenario

PCP Scenario Group Report

Overview of Alpha Agenda Configuring and Using Personnel Cost Planning Cost Center/Cost Element Planning Configuration GuiXT Components Cost Center/Resource Planning Manager Training/Acceptance iTutor of PCP Our Business Requirments for Expense Planning

KP65 – Create Planning Layout … One Entry Field Several Informational Fields Month Break Down Prior Year Plan Prior Year Actuals

Define Planner Profiles

Assign Planning Layout to Planner Profile

Assign Default Parameters

Integrated Excel Planning Layout

KP06 – Cost Center/Cost Element Planning

KP06 – Data Entry Screen GuiXT additons

Detailed Plan Entry Screen GuiXT additons

Detailed Distribution Screen GuiXT additons

Detail Expense Reporting No standard report for displaying detailed cost items Can be done in either ABAP query or Standard ABAP No direct link between detail planned item and actual posting

What I wanted to do… …was combine all three into one screen. Overall Cost Center Plan Detail Items Detail Item Distribution Need Input Assistant…More $$$

Script Files GuiXT Basics Components GuiXT – Included Input Assistant – $$$ Designer – $$$ Viewer – $$$ Storage Deployment

Script Files GuiXT Basics Components Storage Deployment Text File with GuiXT Syntax Manually written Generated with Designer

Script Files GuiXT Basics Components Storage Deployment Network SAP Web Repository Individual PC file/doc_sapwr.html

Script Files GuiXT Basics Components Storage Deployment GuiXT.EXE GuiXT.INI Possible Registry Settings

Overview of Alpha Agenda Configuring and Using Personnel Cost Planning Cost Center/Cost Element Planning Configuration GuiXT Components Cost Center/Resource Planning Manager Training/Acceptance iTutor of PCP Our Business Requirments for Expense Planning

Resource Planning Provides quanity planning for cost elements Allows for standard rates to be set by planners Does not allow actual postings Allows for unique breakdown/rollup of cost elements

Setup master data item for resource Resource Planning Steps Assign to one specific Cost Element or Allow assignment to any Cost Element Assign Rates to Resources KP06: Extras -> Resource Planning -> Maintain Prices Planner profile:SAPR&R or create your own Plan Cost Center/Resource/Cost Element KP06 Planner profile:SAPR&R or create your own Need to have Access sequences and condition type defined in configuration

KPR2 – Create Resource Master Data Required Fields: Resource Validity Dates Resource Unit Name Optional Fields: Cost Element Plant Material Base Planning Object

KP06 – Plan resources / Set Prices

Set Resource Prices

KP06 – Plan resources / Set Prices

CO Planning Long Text Reporting Program Name: COOMDISPLAYPTEXTS

Overview of Alpha Agenda Configuring and Using Personnel Cost Planning Cost Center/Cost Element Planning Configuration GuiXT Components Cost Center/Resource Planning Manager Training/Acceptance iTutor of PCP Our Business Requirments for Expense Planning

Demostration of PCP via iTutor Manager Training/Acceptance Survey “It’s Excel, but it’s not Excel” Somewhat combersome Fragmented procedures

Thank you for attending! Please remember to complete and return your evaluation form following this session. Session Code: 1610