Overview

You must carry out the following steps before you can carry out long-term planning:

Maintaining Planned Independent Requirements for Long-Term Planning

Creating and Changing the Planning Scenario

Releasing the Planning Scenario

Carrying Out MRP for Long-Term Planning

Evaluating the Planning Run

Processing Simulative Planned Orders

Firming Simulative Planned Orders

Copying Firm Planned Orders to Operative Planning

Transferring and Evaluating External Procurement Data to the Purchasing Information System

Transferring Activity Requirements to Cost Center Accounting

Maintaining Planned Independent Requirements

for Long-Term Planning
In long-term planning, separate version numbers are used for planned independent requirement
to differentiate these simulative versions from the operative version of the demand program.

The aim of long-term planning is to check and adjust the various planning results gained from the
simulative versions of the demand program. Once you have checked the results, the appropriate
simulative versions are activated and are thus set as operative. This means that versions planned
in long-term planning can either complement operative versions or they can replace them within a
specified period.

In long-term planning, you can either create new versions of planned independent requirements
or you can copy existing planned independent requirements to a simulative version number. A
special report is available for copying existing versions.

To copy existing planned independent requirements versions to a simulative version, proceed as

follows:

1. Starting from the long-term planning menu, select, Planned indep.reqmts → Copy
version.

The system calls up the report Copy Version.

 2. Limit the selection of the existing versions using the following selection criteria:

– plant

– material

– selection period

3. In the section of the screen entitled, Version, enter the number of the existing version in
the Source version field and the number of the simulation version in the Target version
field.
4. In the section of the screen entitled, Change target version, you can change the
quantities in the simulation version using various arithmetic operations and you can
displace them by as many months as you want into the future.

If you want to change the quantity in the simulation version, enter the quantity by which
the individual schedule lines of the simulation version are to be changed and select the
arithmetic operation to be used.

If you want to postpone the schedule lines of the simulation versions, enter the number of
months in the Postpone by n month(s) field.

5. The target version is not activated for long-term planning, which means that the field,
Target version active has not been selected.
6. To carry out the report, you can also maintain the following settings:

– If you want a history of the copied version to be maintained, select the field, History.

– If you want a list with the copied schedule lines after the report has been carried out,
select the field, Create list of results.

– If you want to test the report in simulative mode first, select the field, No data base
changes (simulation).

7. Once you have set all the parameters, select the Execute key.

The source version(s) are copied with the specified selection criteria.

Creating and Changing the Planning Scenario

The planning scenario provides the control data for long-term planning.

First, you allocate the plants which are to use this planning scenario to carry out simulative
planning. Thus, it is possible, for example, to create several planning scenarios where the same
plants are planned using different control parameters.

Then the independent requirements versions are allocated for which long-term planning is to be
carried out. Here, you can plan versions that are already productive in operative planning in
simulative mode and you can also plan new and changed independent requirements versions
that were created especially for long-term planning.
The following control parameters are also set:

• The planning period defines the period in which all planned independent requirements
are planned. If you do not specify a planning period, the system will plan all planned
independent requirements starting from today’s date until the date of the last independent
requirement.

You should also take the period before the planning period into account when
evaluating the planning result as dependent requirements may lie before the start
date of the planning period due to the safety time.

• The opening stock, that is plant stock that exists at the time of the planning run, used to
carry out long-term planning. The following possibilities are available:

o No opening stock: in this case, the system records a plant stock level of zero at
the time of the planning run.
o Safety stock as opening stock: in this case, the system uses the safety stock
recorded in the material master record as the opening stock.
o Plant stock at time of planning: in this case, the system accesses the current
plant stock level for each material at the time of the planning run.
o Average plant stock: the system calculates the average plant stock using
information from Inventory Controlling. The system uses this data to calculate the
average plant stock in the long-term planning menu.

For more information on the calculation of average plant stock, please refer to the section
Calculating Average Plant Stock

• Whether the system is also to create dependent requirements for consumption-based

materials, bulk materials, or Kanban materials.

• Whether the system is to copy sales orders from operative planning to long-term
planning.

• Whether a planning time fence is used. The planning time fence from MRP is used for
materials which have been assigned a planning time fence.

• Whether the system is to use make-to-order planning or project planning.

• Whether fixed receipts (purchase orders, production orders, and material reservations)
are included in long-term planning. If so, fixed receipts that were already planned are
included in the net requirements calculation.

• Whether firm purchase requisitions are included in long-term planning.· If so, the
system includes previously firmed purchase requisitions in the net requirements
calculation.

• Whether firm planned orders are included in long-term planning.·If so, you can change
firm planned orders in long-term planning and they are included in the net requirements
calculation.
 • Which available capacity version the system is to use for carrying out long-term
planning. By using the capacity version you can maintain several available capacities in
the work center. In the Active version field, you can enter the version to be used in long-
term planning.

Creating the Planning Scenario

To create the planning scenario, proceed as follows:

1. From the Long-Term Planning menu, choose Planning scenario → Create.

The initial screen of the planning scenario appears.

2. Enter a numerical key and a short text for the planning scenario and choose ENTER .

You then branch into the planning scenario.

3. To allocate the planning scenario to the plants, choose Plants.

The dialog box Planning Scenario - Allocated Plants appears. To add plants, choose
New entry.

4. To allocate the planning scenario to the planned independent requirements versions that
are to be included in planning, choose Plnnd indep.reqmts.

The dialog box Planning Scenario - Allocated Plnnd Indep appears.Reqmts Versions.

Here, enter all version numbers that are to be planned with this planning scenario. If you
have maintained several versions and if certain versions are to be replaced by other
versions, enter the version to be replaced in the field Replaced version and, if necessary,
enter the period in which this version is to be replaced in the fields From and To.

If, for example, you want to plan the majority of materials using a specific version from
the operative planning and if you have also created a separate simulative version that is
to replace the operative version, then you must enter both version numbers. In so doing,
in the line of the simulative version number, you must enter the operative version in the
Replaced version field.

You receive new lines by choosing New Entry.

5. Enter the following control parameters for long-term planning:

– If necessary, the planning period

– Calculation of the opening stock

– If necessary, dependent requirements for consumption-based materials

– If necessary, whether sales orders are to be taken into account

– If necessary, whether the planning time fence from MRP is to be switched off
 – If necessary, whether make-to-order planning or project planning is to be carried out

– If necessary, whether the net requirements calculation is to be carried out including

fixed receipts

– If necessary, whether net requirements planning is to be carried out using firm

purchase requisitions

– If necessary, whether net requirements planning is to be carried out using firm planned
orders

– If necessary, version of available capacity

6. Finally, save your data.

Changing the Planning Scenario

To change the planning scenario, proceed as follows:

1. From the Long-Term Planning menu, choose Scenario → Change.

The initial screen of the planning scenario appears.

2. Enter the numerical key of the planning scenario that you want to use and choose ENTER .

The system calls up the planning scenario. The control data was maintained when
creating the scenario is displayed and can be changed as required - as long as the
scenario has not been released.

If you have already transferred data to the Purchasing Information System or to Inventory
Controlling, the following information is displayed in the section of the Logistics Controlling
screen:

• The version with which the data of the long-term planning is saved in the purchasing
information system is recorded in the field, Version Purchasing Info System.

• The version with which the data of long-term planning is saved in inventory controlling is
displayed in the field, Version, inventory Controlling

• The date of the last data transfer to the purchasing info system is saved in the field, Last
transfer to PURCHIS.

• The date of the last data transfer to inventory controlling is saved in the field, Last
transfer to Inventory Controlling

Releasing the Planning Scenario

To carry out the planning run, you must first release the planning scenario. When the planning
scenario is released, the system creates planning file entries for all the materials in the allocated
plants. The planning file entries are created in the planning file that is specially created for long-
term planning which is separate from the planning file used in operative planning.

The planning file entries can either be created online or in background mode.

To release the planning scenario, proceed as follows:

1. Starting from the planning scenario, select, Release + save.

A dialog box appears entitled, Release Planning Scenario with the information message
stating that once the planning scenario has been released, you can only change the
allocation of the planned independent requirements versions.

2. If you want to release the planning scenario, select, Yes.

The dialog box, Create planning file entries appears.

3. Choose whether the planning file entries are to be created immediately or in background
mode and select the appropriate pushbutton.

If you selected, Immediately, the planning file entries are created online.

If you selected, Background mode, the system displays the dialog box, Start date values
to define the data for starting the background job.

Once the planning scenario is released, you receive the message that the planning
scenario has been released and saved.

Carrying Out MRP for Long-Term Planning

The MRP run for long-term planning can either be carried out as total planning or as single-item
planning with reference to a planning scenario.

Carrying Out Total Planning

To carry out total planning, proceed as follows:

1. Starting from the Long-Term Planning menu choose Long-term planning → Planning run
→ Online.

The initial screen for total planning appears.

2. Enter the planning scenario key and the planning plant.

3. Enter the control parameters for the planning run.
You can only select net change planning or regenerative planning as the processing key.

Define whether firm planned orders are to be copied from operative planning by entering
the appropriate indicator in the Firm plnd ords field.

You can choose from the following indicators:

 a. Use setting in planning scenario

The system copies firm planned orders if you select Include planned orders field
in the planning scenario.
The system does not copy firm planned orders if you do not set the Include
planned orders field in the planning scenario.

b. The system copies firm planned orders from operative planning regardless of the
setting in the planning scenario.
c. The system does not copy firm planned orders from operative planning
regardless of the setting in the planning scenario.
4. If you want to see the material list of the planned materials, select Display mat. list.
5. To improve the run time of the total planning run, select Parallel processing.
6. To start the planning run, choose ENTER .

For more information, please read the SAP document PP - Material Requirements Planning.

Carrying Out Single-Item Planning

To carry out single-item planning, proceed as follows:

1. Starting from the Long-Term Planning menu, choose Long-term planning → Single-itm,
multi-lvl or Long-term planning → Single-itm, single-lvl.

The initial screen of single-item planning appears.

2. Enter the planning scenario key as well as the material and the planning plant.
3. Enter the control parameters for the planning run.
You can only select net change planning or regenerative planning as the processing key.

Define whether firm planned orders are to be copied from operative planning by entering
the appropriate indicator in the Firm plnd ords field.

You can choose from the following indicators:

a. Use setting in planning scenario

The system copies firm planned orders if you select Include planned orders field
in the planning scenario.
The system does not copy firm planned orders if you do not set the Include
planned orders field in the planning scenario.

b. The system copies firm planned orders from operative planning regardless of the
setting in the planning scenario.
c. The system does not copy firm planned orders from operative planning
regardless of the setting in the planning scenario.
4. If you want to plan all components of the BOM structure without a change in the BOM
occurring, select the Plan all components field.
5. If you want to check the results of the single-item planning run before saving, select the
Display results field.
 6. If after planning you want to see a material list with all of the planned materials, select the
Display mat. list field.
7. To start the planning run, choose ENTER.

For more information on MRP, please refer to the SAP Document PP - Material Requirements
Planning.

Carrying Out Make-to-Order Planning

To carry out make-to-order planning proceed as follows:

1. Starting from the long-term planning menu choose Long-term planning → Sng-item, sales
order

The system branches into the initial screen of Make-to-Order Planning.

2. Enter the key for the planning scenario, the sales order and the sales order item.
3. Enter the control parameters for the planning run.
Set whether firm planned orders are to be copied from operative planning by entering the
appropriate indicator in the Firm plnd ords field.
a. Use setting in planning scenario

The system copies firm planned orders if you select Include planned orders field
in the planning scenario.
The system does not copy firm planned orders if you do not set the Include
planned orders field in the planning scenario.

b. The system copies firm planned orders from operative planning regardless of the
setting in the planning scenario.
c. The system does not copy firm planned orders from operative planning
regardless of the setting in the planning scenario.
4. If you want to plan all components of the BOM structure without a change in the BOM
occurring, select the Plan all components field.

If you want to check the results of make-to-order planning before saving, select Display
results.

5. If after planning you want to see a material list with all of the planned materials, select the
Display mat. list field.
6. To start the planning run, choose ENTER .

For more information on MRP, please refer to the SAP Document PP - Material Requirements
Planning.

Carrying Out Project Planning

To carry out project planning, proceed as follows:

1. In the long-term planning menu choose Long-term planning → Sng-item, project.

The system branches into the initial screen of project planning.

 2. Enter the key for the planning scenario, project definition and project structure.
3. Enter the control parameters for the planning run.
Define whether firm planned orders are to be copied from operative planning by entering
the appropriate indicator in the Firm plnd ords field.

You can choose from the following indicators:

a. Use setting in planning scenario

The system copies firm planned orders if you select Include planned orders field
in the planning scenario.
The system does not copy firm planned orders if you do not set the Include
planned orders field in the planning scenario.

b. The system copies firm planned orders from operative planning regardless of the
setting in the planning scenario.
c. The system does not copy firm planned orders from operative planning
regardless of the setting in the planning scenario.
4. If you want to plan all components of the BOM structure, even without a change in the
BOM occurring, select the Plan all components field.
5. If you want to check the results of project planning before saving set the Display results
indicator.
6. If after planning you want to see a material list with all of the planned materials, select the
Display mat. list field.
7. To start the planning run, select ENTER .

For more information on MRP, please refer to the SAP Document

Evaluating the Planning Run

The MRP list as an individual or collective display, the stock/requirements list and the planning
situation as an individual layout are all available for evaluating the planning run.

The planning result can be compared with the material’s operative planning or with the simulative
planning of another planning scenario in the MRP list, the stock/requirements list and in the
planning situation.

The total simulative requirements of a material can be displayed with reference to a planning
scenario using the function, Scenario reqmts.

Evaluating MRP lists

To access MRP for a single material, start from the long-term planning menu and select,
Evaluations → MRP list → Individual display.

To select the MRP list according to certain criteria, start from the menu screen of long-term
planning and select, Evaluations → MRP list → Collective display.

Comparing MRP Lists

To compare the long-term planning MRP list with the operative MRP list for the selected material,
select the following from the long-term planning MRP list, Goto → Comparison → MRP
list:operative.

The system branches into the compare, planning scenario - operative MRP list.
The MRP list for the planning scenario is displayed according to the period totals display. The
differences between the simulative MRP list and the operative MRP list are highlighted.

• If you only want an overview of the differences, select, Display differences.

• If you only want to see the MRP list, select, MRP list: operative.

• If you want to see the individual MRP elements for the totals lines, position the cursor on
the totals line and select, Choose period.

In the lower section of the screen, the system displays the individual MRP elements for the
period.

To compare the long-term planning MRP list with the MRP list of another planning scenario, goto
the long-term planning MRP list and select, Goto → Comparison → MRP list: scenario.

The functions available here are identical to those in the planning scenario / operative MRP list
compare.

Evaluating the Stock/Requirements List

To access the stock/requirements list, start from the long-term planning menu and select,
Evaluations → Planning situation → Stock/reqmts list.

Comparing Stock/Requirements Lists

To compare the long-term planning stock/requirements list with the operative stock/requirements
list for the selected material, goto the long-term planning stock/requirements list and select, Goto
→ Comparison → S/Req.list:operative.

The system branches into the comparison of the long-term planning stock/requirements list and
the operative stock/requirements list.
The stock/requirements list for the planning scenario is displayed according to period totals. The
differences between the two lists are highlighted.

• If you only want an overview of the differences, select Display differences.

• If you only want to see the operative stock/requirements list, select, Display stock/reqmts.

• If you want to see the individual MRP elements for the totals lines, position the cursor on
the totals line and select, Choose period.

In the lower section of the screen, the system displays the individual MRP elements for the
period.
To compare the long-term planning stock/requirements list with the stock/requirements list of
another planning scenario, goto the long-term planning stock/requirements list and select, Goto →
Comparison → With 2nd scenario.

The functions available here are identical to those in the planning scenario / operative
stock/requirements list compare.

Evaluating the Planning Situation (Individual Layout)

To access the planning situation, start from the long-term planning menu and select, Evaluations
→ Planning situation → Individual layout → Material.

Comparing the Planning Scenario with the Operative Planning Situation, or the Operative
Planning Result with Another Planning Scenario

You can compare the planning situation of the planning scenario with the operative planning
situation or with the operative planning result.

To compare the simulative planning situation with the operative planning situation, select the
Planning situation field on the initial screen of the planning situation.

To compare the simulative planning situation with the operative planning result, select the
Planning result field on the initial screen of the planning situation.

The system branches into the compare of the planning scenario and the operative planning
situation or the operative planning result.
The system displays the planning scenario data as well as the data for the operative planning
situation (or the operative planning result). The data of the operative planning situation (or of the
operative planning result) are highlighted.

• If you only want to see the operative planning situation data or the operative planning
results data, select, Edit → Only comparison.

• If you only want to see the planning scenario, select, Edit → Only original values.

• If you only want to see the differences, select Edit → Differences.

When accessing the line details, the data is always accessed and closed for the planning
scenario data as well as the operative planning situation data or the operative planning result
data.

To compare the planning situation of a planning scenario with the planning situation of another
planning scenario, select the field Planning scenario in the initial screen of the planning situation
and enter the key of the planning scenario which is to be used for comparison. The functions
available here are identical to the functions available for the comparison of the planning scenario
with an operative evaluation.

Planning Scenario Requirements

If you want to access the total requirements of a material with reference to a planning scenario,
proceed as follows:
 1. Starting from the long-term planning menu, select Planned indep.reqmts → Reqmts for
scenario.

The system branches into the initial screen for the evaluation.

2. In the initial screen, enter the following data:

o To access the total requirements directly for a material, enter the material
number in the field, Material.
o To check several materials of an MRP controller one after the other, enter an
MRP controller in the field MRP controller.

The system branches into the evaluation entitled Display Long-Term Requirements.

In the upper section of the screen, the system displays the material number and the plant
as well as the total requirements and the total value of the planning scenario.

In the part of the screen entitled, Planned independent requirements, the system displays
the individual requirements dates and quantities with the corresponding period value, the
version number and the requirements type.

o If you want to change the planned independent requirements, select, Change.

The system accesses the initial screen of the planned independent requirements.

o If you want additional data for the requirement, select, Add.data for reqmts.

The dialog box, Indep.Reqmts: Additional Data appears.

o If you accessed the evaluation via the MRP controller, you can spring to the next
material by selecting, Next material.

Processing Simulative Planned Orders

You can copy planned orders from operative planning to long-term planning, the system creates
them in the long-term planning run and you can also create them manually in long-term planning.
All of the planned orders in long-term planning are simulative planned orders.

Creating a Simulative Planned Order

Proceed as follows to create a simulative planned order:

1. From the Long-Term Planning menu, choose Long-term planning → Simulative planned
order → Create.

The initial screen appears for creating a simulative planned order.

2. Enter the following data:

– Planning scenario
 – Planning profile

– If necessary, the number of an existing planned order to be copied as a basis for the
new planned order

3. Choose ENTER .

The details screen of the planned order appears, where you can maintain the order data.

4. Enter the required data.

Changing and Displaying a Simulative Planned Order

Proceed as follows to change or display a simulative planned order:

1. From the Long-Term Planning menu, choose Long-term planning → Simulative planned
order → Change.

The initial screen appears for changing a simulative planned order.

2. Enter the planning scenario and the number of the planned order that is to be changed.
Then choose ENTER:

The details screen appears.

3. Make the required changes.

4. Save changes.

A changed or manually created planned order is considered firmed in the long-

term planning run.

For more information on processing planned orders, please refer to the SAP Document PP
Material Requirements Planning.

Capacity Leveling in a Planned Order

To carry out capacity leveling for a planned order, proceed as follows:

1. From the Long-Term Planning menu, choose Long-term planning → Simulative planned
order → Change.

The details screen of the planned order appears. From this screen, you can carry out a
capacity check, if necessary, by choosing Edit → Capacity check. If there is a capacity
overload, the system branches to the capacity situation meaning that you cannot make
any changes.

2. To carry out capacity leveling, choose Goto → Capacity leveling.

 The dialog box Settings for Capacity Planning appears, if you have not already set the
parameters for capacity planning.

3. Select the required planning type and the period type for capacity planning. You can
choose a period of examination, if necessary. Choose Continue .

The system carries out scheduling using the parameters set in Customizing.

4. If errors occurred during scheduling, the system displays an overview of the scheduling
errors related to the planned orders affected. From here you can check the details of the
scheduling errors in the scheduling log. To do this, choose Log.
5. Choose Continue to access the results of the capacity situation.

The capacity situation is displayed with reference to one work center and one capacity
category as well as the capacity unit from the work center. If a planning work center has
been entered in the routing (header of the routing) then this work center is displayed first
with the relevant capacity category, otherwise the selection takes place at random. The
system also displays the following data:

– Order number, order quantity and order finish date

– Available capacity

– Total capacity requirements at the selected work center

– Capacity requirements for the material

– Capacity requirements for the selected planned order

Periods are flagged that have an overload due to the selected planned order.

For more information on Capacity Leveling when processing planned orders, refer to the SAP
Document PP Material Requirements Planning.

Firming Simulative Planned Orders

There are several procedures for firming planned orders in long-term planning:

• Manually, by changing the planned order

• Automatically, by using the planning time fence

• Automatically, by setting the manual firming date

You set the manual firming date in the planning results by choosing Planning → Set
firming date. You can also do this in the stock/requirements list.

The following is a description of the firming procedure by entering the manual firming date.
Procedure

1. From the stock/requirements list for a material, choose Environment → Set firming date.

The Long-Term Planning: Stock/Requirements List dialog box appears where you can
enter, change or delete the manual firming date.

2. Enter the desired date and choose Continue Enter .

3. Choose List → Refresh.

Result

The system automatically firms all planned orders that lie before the manual firming date.

Copying Firm Planned Orders to Operative

Planning
In addition to the demand program, you can also copy firm, simulative planned orders to
operative planning after they have been optimized.

Prerequisites

You have to firm the planned orders in long-term planning that you want to copy.

Procedure

1. On the MRP screen choose MRP → Sng-item, interactive.

The single-item interactive planning screen appears.

2. Enter the plant and the material number, then check the control parameters.
3. Choose ENTER to start the planning run.

The Planning Result - Individual Lines screen appears.

4. From the Planning Result menu, choose Edit → Copy firm LT plnd ords to copy the
planned orders.

The Copy planned orders from LTP dialog box appears.

5. Enter the number of the desired planning scenario and choose ENTER .

The system proposes a copying period.

6. Check the proposed copying period and change it to suit your requirements, if necessary.
 7. Choose ENTER .

The system checks the date that you entered.

8. Choose Copy planned orders .

The system copies the planned orders and they then appear in the planning results.

9. Save your data.

Result

The system copies all firm planned orders in the selected period from long-term planning to
operative planning.

In MRP, the system deletes all planned orders in the copying period.

Transferring and Evaluating External Procurement

Data to the Purchasing Information System
You can transfer the planning results of external procurement into the purchasing information
system where you can carry out further evaluations which are made available to the vendor so he
also has an overview of future requirements.

By selecting the function Set up data, the data is transferred into the purchasing information
system where it can be analyzed in more detail using the various standard analyses.

The data is saved in the information structure S012 of the purchasing information system under a
planning version number. The purchasing information system provides you with a wide-range
selection of possibilities for analyzing data, for example immediately apparent graphics. You also
have the option of comparing the planned data of long-term planning with the actual data in the
purchasing information system.

The standard analyses can also be accessed directly from long-term planning for materials,
vendors, or material groups.

f you want to evaluate purchasing data for certain materials, vendors, or material
groups immediately, although the external procurement data has not yet been
transferred to the purchasing info system, or if the data was transferred a long
time ago, you can still do this using the ad-hoc evaluation. For more information
on this, please refer to the section, Standard Analyses

Transferring Data to the Purchasing Information System

To transfer all the data of a planning scenario to the purchasing information system, proceed as
follows:

1. Starting from the long-term planning menu, select, Evaluations → Purchasing information
system → Set up data.

The system branches into the Report, Transfer Data from Long-Term Planning to
Purchasing Info System.

For more information, refer to:

Updating Standard Analyses for Long-Term Planning: Purchasing Information System.

Evaluating External Procurement Data for Materials, Vendors, or Material Groups

(Standard Analysis)

Three standard analyses are available for evaluating the external procurement data in the
purchasing information system:

• material

• vendor

• material group

For more information on how to carry out the standard analysis, please refer to the section
entitled, Standard Analyses.

Comparing Order Values/Copying Planning Versions

The information structure S012 is used to carry out the standard analysis for long-term planning
and in a version of this structure, you can only save one order value. For more information on
how to evaluate a planning scenario for various types of order value calculation and on how to
compare the results, please refer to the following section, Updating Standard Analyses for
Long-Term Planning: Comparing Order Values.

Transferring Activity Requirements to Cost Center

Accounting
The activity requirements determined in long-term planning can be transferred to cost center
accounting as planned figures.

The activity quantities are determined via the activity types and their formulas in the work centers.
The activity requirements quantities, determined in long-term planning are taken into account
when adjusting the activity requirements with the work center’s available activity. The activity
prices of the activity types are determined using the available activity and planned costs. The
activity prices are included in product costing.
The activity requirements of long-term planning is not automatically updated in cost center
accounting. Instead, it is transferred to cost center accounting using a separate function in the
long-term planning menu after the planning results have been adjusted.

Maintaining the Transfer Control for Data Transfer

If, until now, you have not yet transferred any data, you must first determine a CO version, a
controlling area and the fiscal year to which the data from long-term planning is to be transferred.
You do this by selecting the function Transfer control.

1. Choose Transfer control.

The system branches into the initial screen for the transfer control.

2. Maintain a new entry with a CO version, controlling area, and a fiscal year for the data
transfer from long-term planning.
3. Select the field long-term planning and enter the planning scenario whose data is to be
transferred.
4. Enter the scheduling type to determine which scheduling results are to be read for the
data transfer.
5. Save your entries.

Transferring Activity Requirements to Cost Center Accounting

To transfer the activity requirements data to cost center accounting, proceed as follows:

1. Starting from the long-term planning menu, select, Environment → CO activity reqmts →
Transfer to c.center.

The system branches into the initial screen for transferring production activity
requirements to cost center accounting.

2. Enter the following data for the transfer:

– The plant from which the long-term planning data is to be transferred. If you do not
enter a plant, the system transfers the data from all plants in the controlling area.

– The CO version to which data from long-term planning is transferred.

– The CO periods in which data is to be transferred.

– The CO period can differ from the long-term planning period. If, for example, the CO
period is month and the activity types were planned weekly, then the system only
transfers the data of the last week of the month up to the last day of the month.

3. If the transfer is to be carried out in background mode, select the field, Background
processing.

If you want a list of the activity types and requirements per cost center, select the field,
Detail list.
 4. Select, Execute.

The planned data for the cost center are updated whereby the activity requirements are
determined from the routing data.

The cost center planning displays how much activity was planned by production.