How to use UPBA - Planif. bilan : définir contexte pl.

SAP Transaction Code - Details

• Transaction Code: UPBA

  Description: Planif. bilan : définir contexte pl.

  Release: S/4HANA and ECC 6

  Menu Path:

  • Accounting > Strategic Enterprise Management > Business Planning and Simulation > Financial Statement Planning > Customizing > Change Balance Sheet Planning Area
  • Information Systems > Strategic Enterprise Management > Business Planning and Simulation > Financial Statement Planning > Customizing > Change Balance Sheet Planning Area

• • Program: UPB_MAIN_AREA_SET

    Screen: 1000

    Authorization Object:

  • Development Package: UPB

    Package Description:

    Parent Package:

  • Module/Component:

    Description:

Smart SAP Assistant

• SAP Tcode: UPBA - Planif. bilan : définir contexte pl.

  
  Overview:
  The SAP transaction code UPBA is used to set a planning area in the Business/System Planning application. This application is used to plan and manage the resources of a business or system. The planning area is a logical grouping of data that can be used to define the scope of a planning process. 
  
  Functionality: 
  The UPBA transaction code allows users to create, edit, and delete planning areas. It also allows users to assign characteristics and key figures to the planning area, as well as assign a currency and time zone. Additionally, it allows users to define the planning area's data structure, such as the number of levels and the type of data that can be stored in each level. 
  
  Step-by-step How to Use: 
  1. Enter the UPBA transaction code into the command field. 
  2. Select “Create” from the menu bar. 
  3. Enter a name for the planning area and select “Continue”. 
  4. Assign characteristics and key figures to the planning area by selecting them from the list of available options. 
  5. Select a currency and time zone for the planning area. 
  6. Define the data structure for the planning area by entering the number of levels and selecting the type of data that can be stored in each level. 
  7. Select “Save” to save your changes and create the planning area. 
  
  Other Recommendations: 
  It is recommended that users familiarize themselves with all of the features available in Business/System Planning before using this transaction code, as it is an important tool for managing resources within an organization or system. Additionally, users should ensure that they have all necessary permissions before attempting to create or edit a planning area using this transaction code.