Planning manual values

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.

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Overview of manual plan values with monthly distribution according to G/L accounts and time periods.

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.
Client	Logical client for this plan value. This is always 01 as long as the client separation has not been activated. Further information can be found in the help.