Use this list evaluation to get an overview of all manually entered plan values in financial planning. The overview shows you the monthly distribution of plan values by G/L account, including time periods and amounts. You can see at a glance which individual sales expectations are included in your financial planning and can compare these with the automatically calculated plan values from budgets and orders.
List
Supplementary technical information on the manual plan values.
| Property | Description |
| Year | Financial year for which the manual plan value is taken into account. |
| month | Month for which the pro rata plan value is shown. |
| G/L account | G/L account number to which the planned turnover is to be posted. |
| G/L account name | Name of the G/L account to which the planned turnover is to be posted. |
| Pro rata monthly value | Proportionate net amount of the plan value for this month, calculated from the total value and the defined period. |
| Designation | Short description to identify the manual plan value. |
| Description | Detailed explanation of the background and purpose of this manual plan value. |
| From | Start date of the validity period for this manual plan value. |
| Until | End date of the validity period for this manual plan value. |
| Total value | Total net amount of the manual plan value distributed over the defined period. |
Export
Contains additional properties for export to external systems or file formats.
| Property | Description |
| Date / Month | Monthly date for clear allocation of the pro rata plan value. |
| account category | Category of the assigned G/L account to classify the plan value. |
Link IDs
Contains unique identifiers for system-wide identification and linking of records. Enables navigation between related data.
| Property | Description |
| Internal ID (manual planning) | Unique ID of the linked element, which serves as the basis for links from evaluations to this element. |
| Internal ID (G/L account) | Unique ID of the linked G/L account, which serves as the basis for links from evaluations to this element. |
