SAP Training: S/4 Finance Plan Data Import with Fiori
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S/4 Finance Plan Data Import with Fiori

Financial Planning & Modelling is a task that is often performed using tools outside of S/4HANA with products such as SAP BPC or a 3rd party solution for planning. This course will teach you to easily import the account-based financial plan data created externally and stored in Excel - into S/4 Finance so that you can run Fiori Financial Statements for Actual vs Plan.



In this course you will learn:

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Course Goal

  • Understand the main S/4 Financial Planning Options
  • Create - Format and Import Financial Plan data to S/4 with Fiori
  • Review Fiori Financial Statements with Actual vs Plan Data

Audience

  • Consultants
  • End users
  • IT/Business analysts
  • Project team members


Lesson Plan

Lesson Description Preview
Welcome
1 Introduction and Overview Preview
Importing Financial Plan Data to S/4 Finance
2 S4 HANA Financial Planning Concepts
3 Create an Excel Upload Template
4 Import Cost Center Plan
5 Import Revenue and COGS
6 Import Balance Sheet Plan
7 Edit Plan Data
Summary and Appendix
8 Summary and Appendix
9 Finance Plan Import Process Flow diagram-PDF
10 Example Excel Upload Template - PDF
11 Sample Excel Template - XLSX file
12 Finance Plan Data Field Options List - PDF



Instructor

Rob Leathem

4.8 Average Rating

111 Reviews

358 Students

11 Courses

SAP Finance Architect

Seattle, Washington, United States

SAP S/4 Certified FI/CO Professional (MBA,BCOM) currently a SAP Finance Architect at Microsoft. Over 20 years international experience across North America, Europe, Brazil, Asia & Africa.  Expertise in Global Multi-currency Projects, Taxes, Integration with Supply Chain, Product Costing & Profitability Analysis.  Industry Experience - High tech, software, media, consumer products & manufacturing



More Courses by Rob Leathem:
S/4HANA Financial Accounting Overview

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S/4 Finance - Fiori Accounts Payable Boot Camp

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Accounts Payable Boot Camp

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Accounts Receivable Boot Camp

  (4.7)

S/4 Finance - Fiori General Journal Boot Camp

  (4.9)

General Ledger Journal Entry Boot Camp

  (4.5)

S/4 Finance - Flexible Hierarchies with Fiori

  (5.0)

Finance Org Structure Numbering Conventions

  (5.0)

S/4 Finance - General Journal Upload with Fiori

  (4.9)

S/4 HANA Finance - Universal Journal Technical Overview

  (4.9)



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Language: English
Level: Intermediate
Duration: 1.0 hours
Type:  Instructor-led
Delivery: Online, instructor-led
Release: S/4 HANA
Category: SAP Financials

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SAP Student testimonial
I enjoyed the accessibility and hands-on approach.
-Laura  D.
Inventory Optimization Manager
Lennox International


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