Transfer Depreciation Plan to Business Plan

Explanation

This activity is used to transfer amounts from depreciation plans with simulated postings and planned acquisition values to a business plan. The status in the depreciation plan should be PostingsSimulated in order to transfer amounts from the depreciation plan to the business plan.

Prerequisites

In order to transfer amounts to the business plan the status of the depreciation plan should be PostingsSimulated. The targeted business plan and planning unit(s) must already exist. The status of the selected business plan must be Open. The unit status of the selected planning unit(s) must be Open and the approval status of the planning unit(s) should be either Unapproved or Rejected..

In order to transfer a depreciation plan to business plan the user must have been defined as either administrator or planner for the target unit(s).

System Effects

Planning transactions with transaction source Depreciation Cost, Accumulated Depreciation and/or Acquisition Value will be created in the selected business plan/planning unit for the selected period range. If planning transactions transferred from fixed assets already exist in the business plan/planning unit for the selected periods then the already existing planning transactions will be replaced.

Window

Depreciation Plan
Depreciation Plans
Simulated Posting Details

Related Window Descriptions

Transfer Depreciation Plan to Business Plan
 

Procedure

  1. Open the Depreciation Plan, Depreciation Plans or Simulated Posting Details window.
  2. Right click and then click Transfer to Business Plan to open the Transfer to Business Plan dialog box.
  3. Enter a value for the Business Plan ID field or select a value using the List of Values. The description for this field will be displayed automatically.
  4. Enter a value for the IS Planning Unit field or select a value from the List of Values. The description for this field will be displayed automatically. The field is used to define which planning unit to use for transaction source Depreciation Cost.
  5. Enter a value for the IS Unit Version field or select a value from the List of Values. The description for this field will be displayed automatically. The field is used to define which planning unit version to use for transaction source Depreciation Cost.
  6. Enter a value for the IS Planning Entity field or select a value from the List of Values. The description for this field will be displayed automatically. The field is used to define which planning entity to use for transaction source Depreciation Cost.
  7. Enter a value for the IS Planning Scenario field or select a value from the List of Values. The description for this field will be displayed automatically. The field is used to define which planning scenario version to use for transaction source Depreciation Cost.
  8. Enter a value for the BS Planning Unit field or select a value from the List of Values. The description for this field will be displayed automatically. The field is used to define which planning unit to use for transaction sources Accumulated Depreciation and/or Acquisition Value.
  9. Enter a value for the BS Unit Version field or select a value from the List of Values. The description for this field will be displayed automatically. The field is used to define which planning unit version to use for transaction sources Accumulated Depreciation and/or Acquisition Value.
  10. Enter a value for the BS Planning Entity field or select a value from the List of Values. The description for this field will be displayed automatically. The field is used to define which planning entity to use for transaction sources Accumulated Depreciation and/or Acquisition Value.
  11. Enter a value for the BS Planning Scenario field or select a value from the List of Values. The description for this field will be displayed automatically. The field is used to define which planning scenario version to use for transaction source sources Accumulated Depreciation and/or Acquisition Value.
  12. Select if you want to Include planned acquisition values in the Include Planned Acquisition Values check box.
  13. Select the first year period and the last year period using the From and Until fields to transfer values from the depreciation plan.
  14. Click OK.