How To Fix AO264 - Sum of plan values larger than overall plan value

SAP Error Message - Details

• Message type: E = Error

• Message class: AO - Appropriation requests - Master data / Customizing

• Message number: 264

• Message text: Sum of plan values larger than overall plan value

What causes this issue?

The overall plan value is less than the sum of the plan values.
The sum of the plan values is the sum of the annual plan values. The
overall plan value must be at least as large as the sum of the annual
plan values.

System Response

The system issues an error message and will not allow you to continue with this transaction until the error is resolved.

How to fix this error?

Error message extract from SAP system. Copyright SAP SE.

Smart SAP Assistant

• What is the cause and solution for SAP error message AO264 - Sum of plan values larger than overall plan value ?

  The SAP error message AO264 ("Sum of plan values larger than overall plan value") typically occurs in the context of planning and budgeting within SAP's Controlling (CO) module, particularly when dealing with Activity-Based Costing (ABC) or other planning scenarios. This error indicates that the total of the planned values for a specific cost center, internal order, or other planning object exceeds the overall planned value set for that object.
  Cause:
  
  Data Entry Errors: The most common cause is incorrect data entry where the sum of individual planned values exceeds the total planned value.
  Incorrect Configuration: There may be issues with the configuration of the planning layout or the overall plan value settings.
  Missing Aggregation: If the planned values are not properly aggregated or if there are discrepancies in the planning hierarchy, this error can occur.
  Multiple Planning Versions: If there are multiple planning versions and the values are not synchronized, it can lead to inconsistencies.
  
  Solution:
  
  Review Planned Values: Check the individual planned values for the relevant cost centers or internal orders. Ensure that their sum does not exceed the overall planned value.
  Adjust Overall Plan Value: If the individual planned values are correct and should exceed the overall plan value, consider adjusting the overall plan value to accommodate the sum of the individual values.
  Check Planning Layout: Review the planning layout configuration to ensure that it is set up correctly and that all relevant values are included in the calculations.
  Reconcile Data: If using multiple planning versions, ensure that all versions are reconciled and that the values are consistent across them.
  Consult Documentation: Refer to SAP documentation or help resources for specific guidance on the planning process and error resolution.
  
  Related Information:
  
  Transaction Codes: You may use transaction codes like KP06 (Cost Center Planning) or KPF6 (Internal Order Planning) to review and adjust planned values.
  SAP Notes: Check SAP Notes for any known issues or patches related to this error message.
  User Authorization: Ensure that you have the necessary authorizations to make changes to planning values.
  Testing in Sandbox: If possible, replicate the issue in a sandbox environment to test potential solutions without affecting production data.
  
  If the issue persists after following these steps, it may be beneficial to consult with your SAP support team or a functional consultant who specializes in SAP Controlling.