Plan/Actual Comparison (Organizational View)

Technical name: 0PAC_MC01_Q001

Use

This query enables you to compare data from a personnel cost plan (planned) with cost data from Payroll (actual) in an organizational view. This allows you to compare planned personnel cost plans for the selected personnel cost plan per organizational unit with personnel costs posted from Payroll. In this way, you can determine absolute and percentage variances. The query displays data for the current calendar year, up to and including the month that was last posted. For a more detailed analysis of the selected data row, you can branch from this query to alternative ones.

You can only compare this data if the personnel cost plan was created in an organizational view in the source system.

The report considers data from the active plan version only.

Variances between the planned and actual values must not necessarily be due to planning errors. Depending on the drilldown of the query, variances can occur for instance if during the planning phase an additional job was planned in the cost plan that at the time of actual posting is occupied by an employee. The planned and actual costs may not be identical because at the time of planning it was not known which employee would occupy the job and as of which month. In this case, the system cannot directly compare the actual costs for the employee with the planned costs for the job because the employee cannot be assigned to the planned job.

The variances determined in Controlling between the planned and actual values can vary from those determined in this query. This is because the query represents the HR view of cost data. In the query, cost items and monthly values are portrayed, whereas in Controlling cost types and posting periods are considered. In this instance, you cannot compare HR terms with Controlling terms. Furthermore, amounts from retroactive accounting are considered differently in Controlling than in this query. Whilst in Controlling, the costs incurred by retroactive accounting are allocated to the period in which they occurred (in-period), in this query the system assigns the retroactive accounting amounts to the periods for which they occur (for-period).

Filter

InfoObject

Description of InfoObject (or Restriction or Calculation Formula)

0CALYEAR

Calendar Year

The characteristic Calendar Year displays the current calendar year.

Free Characteristics

InfoObject

Description

0CALMONTH

Calendar Year/Month

0CP_EMPLOY

CostObject. Employee

0CP_POSITIO

CostObject Position

0CP_JOB

CostObject. Job

0SYMB_ACCNT

Symbolic Account

0PY_DOC_NUM

Document Number

0ORGUNIT__0PERS_AREA

Personnel Area of organizational unit

0ORGUNIT__0PERS_SAREA

Personnel Subarea of organizational unit

The characteristic Calendar Year/Month displays data for calendar months, up to and including the last month to be posted in the current year.

Rows

InfoObject

Description of InfoObject (or Restriction or Calculation Formula)

0ORGUNIT

Organizational Unit

The characteristic Organizational Unit is used as a hierarchy characteristic.

Columns

InfoObject

Description of InfoObject (or Restriction or Calculation Formula)

0PAC_MC01_QTCOMPARE

Plan/Actual Comparison

0AMOUNT

Amount

Plan data is only displayed for the personnel cost plan you selected when calling the query.

Report/Report Interface

You can branch to other queries to analyze in more detail the cumulated data for the selected data row. You can branch to the following queries:

Query

Description

0PACP_C01_Q003

Analysis of Personnel Cost Plan (Organizational View)

0PY_PP_C1_Q001

Auditing Information and Payroll Data (per In-Period)

When you branch to the Auditing Information and Payroll Data (Per In-Period) query, you can analyze data from the Payroll posting for specific employees. To be able to branch to this query, you must first have entered the document number in the display.

The data you selected in the Auditing Information and Payroll Data (Per In-Period) query is dependent on the drilldown of the Plan/Actual Comparison (Organizational View) query from which you branch. Note that because different data can be selected, the total amounts displayed in this query may not necessarily correspond to the amount displayed in the selected row. We therefore recommend that before you branch to this query, you include the symbolic account and the employee in the display. You may need to select additional data in the receiver query.