Import Financial Plan Data
Application component: Planning
App type: Transactional
Line of business: Finance
Leading industry: Cross Industry
Solution capability: Management Reporting (SBOP)|Overhead Cost Management (S/4)
Scope items: Universal Allocation|Overhead Cost Accounting|Accounting and Financial Close|Financial Plan Data Upload from File
Description:  Use this app to upload plan data stored in a comma-separated values file (CSV file). You can import files online or using background processing. This app allows you to perform your planning in an external system, such as Microsoft Excel. After you uploaded the plan data you can compare it with your actual data using one of the Analytical Apps for Management Accounting. Note The app uploads the plan data into the ACDOCP table and not into the InfoCube S/4HANA Financials: InfoCube for Plan Data (/ERP/SFIN_R01). To enable the Analytical Apps for Management Accounting to report on these data, you must set the variable /ERP/P_0INFOPROV to value /ERP/SFIN_V20.For more information, see BW Objects for Analytics and Planning. 
An application to upload externally generated financial plan data using an CSV formatted file. The fields to be imported can be specified by the user.
Key features:    Import plan data records stored in a CSV file.   Import plan data records using online processing.   Import plan data records using background processing.   Include all fields from Fields for Financial Plan Data Import.   Automatically validate all values from the CSV file before the import.   Note This app contains in-app help for key fields and concepts. To display the help while working in the app, press F1 or choose the question mark displayed in the app header. 
Business roles: General Ledger Accountant| Cost Accountant - Overhead| Cost Accountant - Sales
Cost Accountant - Overhead : 
Defines overhead master data and the period-end allocation cycle. Implements period-end allocation and monitors overhead costs. Reports expenses on the income statement in the period in which they are incurred.

Cost Accountant - Sales : 
Analyzes markets, products, customers, distribution channels, and discount strategies. Reports and monitors KPIs for incoming orders, revenue, and margins. Contributes to fulfilling the organization’s sales strategy. 

Project Financial Controller : 
Is responsible for all financial aspects of one or several projects, including the creation of work breakdown structures, project planning, budgeting and forecasting, period-end closing support as well as project financial monitoring and reporting. 

Controller : 
Sets up and edits organizational structures so that all processes and reports are as accurate as possible. Edits master data, reorganizes company structures, and performs period-end functions.

Grant Specialist : 
Is responsible to initiate and perform all grant-related administrative processes, such as preparation of sponsor financial reports, maintenance of master data, grants lifecycle management and execution of grant related transactions like billing.

General Ledger Accountant : 
Carries out daily activities in general ledger, for example by recording transactions and making adjustment postings, and prepares financial statements.

Budget Specialist - Funds Management : 
Knows the detailed regulations and guidelines for budget structuring and budget processing, and maintains the budget amounts in compliance with these regulations.