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
- Open the Depreciation Plan,
Depreciation Plans or
Simulated Posting Details window.
- Right click and then click Transfer to Business Plan to open the
Transfer to
Business Plan dialog box.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- Select if you want to Include planned acquisition values in the Include Planned Acquisition Values
check box.
- Select the first year period and the last year
period using the From and Until fields to transfer values from
the depreciation plan.
- Click OK.