FIORI APP ID: F171.
The "Import Financial Plan Data" app (Fiori App ID: F171) enables accountants to upload and manage financial planning data, such as cost center planning, using predefined templates. Below is a structured guide for executing this process.
Pre-Requisites:
ICF NODES: /sap/bc/ui5_ui5/sap/fin_uplplandata and /sap/bc/ui5_ui5/sap/nw_aps_apl.
Business Role(s): SAP_BR_GL_ACCOUNTANT, SAP_BR_OVERHEAD_ACCOUNTANT, SAP_BR_SALES_ACCOUNTANT
Follow the Steps below:
1. Access the Import Financial Plan Data App.
- Open SAP Fiori Launchpad.
- In the Search Bar, type "Import Financial Plan Data" and select the app.
2. Download the Template
- At the bottom-right corner of the screen, click "Download the Template"
3. Select Planning Category
- Click on "Cost Center Planning" from the available options.
4. Retrieve the Cost Center Planning Template
- The system will generate a structured .CSV template for data entry.
- Open the template in Excel and review the format.
5. Fill in the Template
- Enter the required planning data following the format in Row 4 (as provided in the template).
- Ensure data accuracy to avoid upload errors.
- Save the file in .CSV format.
6. Upload the Completed Template
- Click "Browse .csv files" and select the saved .CSV template.
7. Verify Uploaded Data
- The system will display a preview of the uploaded data.
- Review and confirm accuracy before submission.
8. Cross-Check with Table ACDOCP
- The uploaded planning data is stored in the ACDOCP table.
- Use SAP GUI or Fiori Analytical Reports to validate the imported data.