Budget Loader is an easy-to-use Excel based front-end for SAP planning screens.
It provides powerful end user tools to load and extract planning data directly between SAP and Microsoft Excel.

  • FREE 30 DAY TRIAL.
  • FREE Remote Installation Session.
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Since Budget Loader is built around Excel, you will have all the capabilities of Excel to assist you in creating your new budget. You can use formulas and connectivity with other spreadsheets or Microsoft applications to facilitate the creation of your new budget data.

Budget Loader can increase your budgeting productivity by….

  • Elimination of Re-keying Use the Budget Loader spreadsheet to build your plan or reforecast. Then just push the “Process Template” button. There is no need to re-key the data into SAP.
  • Create more detailed plans Because you can use formulas inside a spreadsheet, you can get down to a deeper level of detail with less work.
  • Plan more frequently Re-use of Budget Loader spreadsheets will allow you to more easily reforecast your expectation in mid-year.
  • Layouts Create as many planning layouts as required to meet the needs of your planning schedule and departments.

Challenges

New to SAP?

If you are already planning in Excel, the flexibility of Budget Loader makes it easy to transition to SAP

  • Budget Loader uploads and downloads values directly from SAP
  • Avoid time consuming and error prone manual re-keying or cutting and pasting of values already calculated in Excel
  • View and calculate historical plan and actual data side-by-side
  • Superior error detection and correction
  • Build planning templates with Master data hierarchies from SAP
  • Plan across fiscal years (not allowed in SAP)
  • Plan bottom up (many accounts per cost center), or
  • Plan top down (many cost centers per account)

Already using SAP CO Planning?

Budget Loader allows you to leverage your Excel skills to provide a more powerful and user friendly interface

  • Budget Loader uploads and downloads values directly from SAP
  • Avoid time consuming and error prone manual re-keying or cutting and pasting of values already calculated in Excel
  • Create more detailed plans: Because you can use formulas inside a spreadsheet, you can get down to a deeper level of detail with less work
  • More detailed plans means better variance analysis
  • Plan more frequently: Excel automation and SAP planning versions allow you to reforecast more frequently
  • Superior error detection and correction
  • View and calculate historical plan and actual data side-by-side
  • Build planning templates with Master data hierarchies from SAP
  • Plan across fiscal years (not allowed in SAP)
  • Plan bottom up (many accounts per cost center), or
  • Plan top down (many cost centers per account)

Budgeting more than just Cost Centers?

Budget Loader supports planning to the following SAP modules:

Cost Centers
KP06 – Costs
KP26 – Activity Output
KP46 – Statistical Key Figures

Internal Orders
KPF6 – Costs
KPD6 – Statistical Key Figures

Activity Based Costing
CP06 – Costs
CP26 – Process Quantities
CP46 – Statistical Key Figures

Project Systems (WBS Elements)
CJR2 – Cost Elements
CJS2 – Statistical Key Figures

Profit Centers
7KE1 – Profit Centers
7KE3 – Balance Sheets
7KE5 – Statistical Key Figures

Coming Soon
GP12n – NewGL Planning

Frequent Re-forecasting?

Plan more frequently: Excel automation and SAP planning versions allow you to reforecast more frequently

  • Budget Loader uploads and downloads values directly from SAP
  • Avoid time consuming and error prone manual re-keying or cutting and pasting of values already calculated in Excel
  • Superior error detection and correction shortens the forecasting cycle
  • View and calculate historical plan and actual data side-by-side

Need a different view of the planning data?

Budget Loader gives you greater flexibility to easily manipulate ordinary planning dimensions to suit your audience

  • Plan bottom up (many accounts per cost center), or
  • Plan top down (many cost centers per account)
  • Plan across fiscal years (not allowed directly in SAP)
  • Budget Loader uploads and downloads values directly from SAP
  • Avoid time consuming and error prone manual re-keying or cutting and pasting of values already calculated in Excel
  • View and calculate historical plan and actual data side-by-side
  • Superior error detection and correction
  • Build planning templates with Master data hierarchies from SAP

BudgetLoader Version History - What's new in BudgetLoader 4.2?

Added in Budget Loader version 4.2…

  • Project Systems (CJR2) Enhanced with Expert Mode: Cost/Revenue Element, Activity Input, Process Input, and Primary/Secondary Order Costs enhanced with Expert Mode functionality.
  • Replicate to Worksheet/Workbook: Takes an existing template and separates the template by unique header into new, separate worksheets or workbooks.  The new workbooks can then be distributed to individual cost center managers, etc. as an input ready template.
  • Enhanced Edit Functionality in Apply Groups
  • Show Internal Premium Users List and Contact Information

Added in Budget Loader version 4.0…

  • Expert Mode: Allows for a flexible layout of budgeting and forecast fields, including independent layout of planning/history fields by columns, side-by-side comparisions, and much more.
  • Profit Center Accounting (PCA) – 7KE1: Pick values retrieves balance sheet accounts.
  • Profit Center Accounting (PCA) – 7KE3: History includes balances carried forward.

Added in Budget Loader version 3.7…

  • Reporting: Retrieve secondary (internal) cost postings into history templates for select templates.
  • Reporting: Retrieve partner object and original partner object values, types, and descriptions for appropriate transactions.
  • Multi-sheet processing: Process multiple history/planning sheets with one process.
  • Value rounding: Automatically round history and/or plan values.
  • Reporting: Additional reporting options for rounded values.

Added in Budget Loader version 3.6…

  • Reporting: Retrieve multiple value types/record types in history for primary cost transactions and PCA (i.e. allocations, distributions, etc. internal to SAP).
  • Options Screen: New options screen with various usability enhancements.
  • Error Handling: Error drill-down directly to Excel row (No overhead to SAP back-end on second and subsequent usage).
  • Automatic Totals: Section totals in history templates.
  • Transaction Handling: Optional transaction commit when warnings (not errors) are detected.

Added in Budget Loader version 3.5…

  • Public Sector Management: Support for transaction FMBBC, Create a Budget Control System Document as well as support for historical data retrieval.

Added in Budget Loader version 3.1…

  • Controlling – Profitability Analysis: Budget Loader customers can now plan, reforecast, and retrieve historical budgeting data in the CO-PA module of SAP.
  • Usability Enhancements: Various usability enhancements have been made to increase productivity.

Added in Budget Loader version 2.2…

  • Enhancement for using groups/sets: Use SAP groups or sets to build new budget loader worksheets or as selection criteria for pulling history values from SAP. Groups and sets can optionally be used as the basis for subtotals in the Budget Loader spreadsheets.
  • Master data value lookups: SAP master data values can be queried from inside the worksheet. This will allow users to quickly verify their data entry prior to uploading new budget/reforecast data.

Added in Budget Loader version 2.1…

  • Profit Center Support: Transactions 7KE1, 7KE3, and 7KE5 are now supported to maintain budgets for Profit Center Accounting.
  • Change Template Option: Once created, Budget Loader templates can now be edited to reorganize, add, change or delete specific columns.
  • Get SAP Texts: Budget Loader can now be configured to retrieve SAP master data texts for things like accounts, and cost centers automatically. This feature will help Budget Loader self-document itself for applications where a spreadsheet is being sent to a non-accounting user like a cost center manager.
  • Streamlined Installation: Users can now easily install Budget Loader on their desktops from the Budget Loader transaction inside SAP.
  • Default Labels: You can now set Company-level defaults for all Budget Loader terminology. This will keep Budget Loader nomenclature consistent between different spreadsheets and users.
  
  
  
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