Get Detailed with SAP Expense Planning Wayne Kirkendall Session Code 1610 GB Enterprises.
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Transcript of Get Detailed with SAP Expense Planning Wayne Kirkendall Session Code 1610 GB Enterprises.
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Get Detailed with SAPExpense Planning
Wayne KirkendallSession Code 1610GB Enterprises
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Overview of Alpha
Agenda
Configuring and Using Personnel Cost Planning
Cost Center/Cost Element PlanningConfigurationGuiXT Components
Cost Center/Resource Planning
Manager Training/AcceptanceiTutor of PCP
Our Business Requirments for Expense Planning
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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 www.alpha.com
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Overview of Alpha
Agenda
Configuring and Using Personnel Cost Planning
Cost Center/Cost Element PlanningConfigurationGuiXT Components
Cost Center/Resource Planning
Manager Training/AcceptanceiTutor of PCP
Our Business Requirments for Expense Planning
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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
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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
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Final CO Reports
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Overview of Alpha
Agenda
Configuring and Using Personnel Cost Planning
Cost Center/Cost Element PlanningConfigurationGuiXT Components
Cost Center/Resource Planning
Manager Training/AcceptanceiTutor of PCP
Our Business Requirments for Expense Planning
![Page 9: Get Detailed with SAP Expense Planning Wayne Kirkendall Session Code 1610 GB Enterprises.](https://reader036.fdocuments.us/reader036/viewer/2022062515/56649d255503460f949fb763/html5/thumbnails/9.jpg)
General CO Versions
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CO HR Planning Connection
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Click to add text
CO HR Planning Connection
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Personnel Cost Planning IMG
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Configuration Wizard
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Integrate with Accounting?
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Set Plan Source
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Default Values
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Evaluation Path
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Employees/ Required Positions
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Calculation Parameters
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Authorization Check
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Excel Integration
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Completion Check
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Table View of PCP Config
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Wage Types
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Wage Types
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Wage Types Percentages
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Wage Type Groupings
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Effect of Percentage Wage Types
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PCP Data Flow to CO
1) Data planned on a position level in infotype 1015
2) PCP Scenario Groups Created/Modified
3) Administration tool sends Scenario to Cost Centers
Sales Manager
CSR Sales Rep
AdminSales
Plan Scenario 1
Sales Admin
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PO13 – Maintain Position
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PO13 – Change Cost Planning
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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
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Click to add text
PP28 – Projected Pay Planning Basis
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Assign Costs to Cost Objects
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Assign Cost Object to Cost Center
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Assign Cost Object to Cost Center
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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
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Release and Transfer to CO
PP27 – Release Plan Scenario
PP2U – Save/Cancel Plan Scenario
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PCP Scenario Group Report
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Overview of Alpha
Agenda
Configuring and Using Personnel Cost Planning
Cost Center/Cost Element PlanningConfigurationGuiXT Components
Cost Center/Resource Planning
Manager Training/AcceptanceiTutor of PCP
Our Business Requirments for Expense Planning
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KP65 – Create Planning Layout
…
One Entry Field
Several Informational Fields
•Month Break Down
•Prior Year Plan
•Prior Year Actuals
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Define Planner Profiles
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Assign Planning Layout to Planner Profile
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Assign Default Parameters
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Integrated Excel Planning Layout
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KP06 – Cost Center/Cost Element Planning
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KP06 – Data Entry Screen
GuiXT additons
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Detailed Plan Entry Screen
GuiXT additons
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Detailed Distribution Screen
GuiXT additons
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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
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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 $$$
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Script Files
GuiXT Basics
Components•GuiXT – Included•Input Assistant – $$$•Designer – $$$•Viewer – $$$
Storage
Deployment
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Script Files
GuiXT Basics
Components
Storage
Deployment
•Text File with GuiXT Syntax
•Manually written
•Generated with Designer
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Script Files
GuiXT Basics
Components
Storage
Deployment
•Network
•SAP Web Repository
•Individual PC
http://updates.guixt.com/docu/Webhelp/GuiXT_Profile/doc_sapwr.html
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Script Files
GuiXT Basics
Components
Storage
Deployment
•GuiXT.EXE
•GuiXT.INI
•Possible Registry Settings
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Overview of Alpha
Agenda
Configuring and Using Personnel Cost Planning
Cost Center/Cost Element PlanningConfigurationGuiXT Components
Cost Center/Resource Planning
Manager Training/AcceptanceiTutor of PCP
Our Business Requirments for Expense Planning
![Page 57: Get Detailed with SAP Expense Planning Wayne Kirkendall Session Code 1610 GB Enterprises.](https://reader036.fdocuments.us/reader036/viewer/2022062515/56649d255503460f949fb763/html5/thumbnails/57.jpg)
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
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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 ResourcesKP06: Extras -> Resource Planning -> Maintain Prices
Planner profile:SAPR&R or create your own
Plan Cost Center/Resource/Cost ElementKP06
Planner profile:SAPR&R or create your own
Need to have Access sequences and condition type defined in configuration
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KPR2 – Create Resource Master Data
Required Fields:
ResourceValidity DatesResource UnitName
Optional Fields:
Cost ElementPlantMaterialBase Planning Object
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KP06 – Plan resources / Set Prices
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Set Resource Prices
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KP06 – Plan resources / Set Prices
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CO Planning Long Text Reporting
Program Name: COOMDISPLAYPTEXTS
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Overview of Alpha
Agenda
Configuring and Using Personnel Cost Planning
Cost Center/Cost Element PlanningConfigurationGuiXT Components
Cost Center/Resource Planning
Manager Training/AcceptanceiTutor of PCP
Our Business Requirments for Expense Planning
![Page 65: Get Detailed with SAP Expense Planning Wayne Kirkendall Session Code 1610 GB Enterprises.](https://reader036.fdocuments.us/reader036/viewer/2022062515/56649d255503460f949fb763/html5/thumbnails/65.jpg)
Demostration of PCP via iTutor
Manager Training/Acceptance
Survey
“It’s Excel, but it’s not Excel”
Somewhat combersome
Fragmented procedures
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Thank you for attending!Please remember to complete and return your evaluation form following this session.
Session Code: 1610