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. Transfer can be done either within the same company or a different company used for planning. When transferring to a different company the company holding the depreciation plan should be connected to a Planning Entity in the Company holding the Business Plan.

The status in the depreciation plan should be PostingsSimulated in order to transfer amounts from the depreciation plan to the business plan.

To perform this activity select Transfer to Business Plan once you get to the Depreciation Plan, Depreciation Plans or Simulated Posting Details page.

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).
• A planning entity must be defined when transferring to another company.

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.

Pages

Depreciation Plan
Depreciation Plans
Simulated Posting Details

Activity Diagrams

Create Depreciation Plan