Get Detailed with SAPExpense Planning

Wayne KirkendallSession Code 1610GB Enterprises

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

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

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

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 PlanningConfigurationGuiXT Components

Cost Center/Resource Planning

Manager Training/AcceptanceiTutor 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

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 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

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

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 PlanningConfigurationGuiXT Components

Cost Center/Resource Planning

Manager Training/AcceptanceiTutor 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

http://updates.guixt.com/docu/Webhelp/GuiXT_Profile/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 PlanningConfigurationGuiXT Components

Cost Center/Resource Planning

Manager Training/AcceptanceiTutor 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 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

KPR2 – Create Resource Master Data

Required Fields:

ResourceValidity DatesResource UnitName

Optional Fields:

Cost ElementPlantMaterialBase 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 PlanningConfigurationGuiXT Components

Cost Center/Resource Planning

Manager Training/AcceptanceiTutor 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

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Session Code: 1610