Planning Data Integration Between G/L Accounting and Controlling in fico

Purpose

Integrated planning lets you post planning data created in Controlling automatically to the General Ledger via integration interfaces. The system takes into account all CO planning records that contain primary costs. The system saves the data in the general ledger using the CO planning version. To post planning data automatically, you must set the planning version in CO to integrated. You also need to set the relevant integrated planning data version for the individual general ledger accounts and activate them.

We have already made the necessary settings for IDES. The planning documents have also been transferred. In this IDES process, you display the planning document transfer. In Cost Center Accounting, you plan a cost element. You also plan an internal order. You also execute a periodic transfer posting and distribution in Cost Center Accounting. After each of these business transactions, you use reports to display the current planning status in G/L Accounting to note the effects of the changes.

You can find more information about this process under .

Process Flow

You can find the data for this process under .

1. 
   
Displaying Posted Planning Documents
2. 
   
Executing Primary Cost Planning
3. 
   
Displaying the Newly Posted Planning Documents
4. 
   
Planning an Internal Order
5. 
   
Displaying the Planning Documents of the Internal Order
6. 
   
Resetting the Planned Values