Planning with LucaNet: Advantages and disadvantages of planning forms vs. Excel Reporting Package
5 apr

Planning with LucaNet: Advantages and disadvantages of planning forms vs. Excel Reporting Package

The LucaNet? controlling and planning suite features prominently here on the B1 blog, as it is a perfect complement to SAP ERP for SMEs via a fully integrated interface to SAP Business One.

With reference to our article ?Not only consolidate but plan with LucaNet? today we want to compare two technical options for transferring planning data to LucaNet:

  • with LucaNet planning forms
  • with Excel

The transfer with Excel can take place via the Excel Add-in (Ctrl+B from Excel) or via a data import to LucaNet with a prepared Excel Reporting Package. We will take a closer look at the transfer path via the Reporting Package here.

In general, it can be said that the way via Excel is more maintenance-intensive. On the one hand, this is due to the fact that LucaNet is accessed indirectly through another medium and, on the other hand, to known Excel weaknesses such as the manual creation and maintenance of references and formulas.

With LucaNet planning forms, on the other hand, direct reference can be made to existing actual data, which then serves as the basis for planning. Planning assistants such as the forecast assistant can be used for the data update. With the Excel solution, these references to historical data must first be created via the Excel Add-In (Ctrl+Q from Excel).

On the other hand, Excel as a pre-system naturally offers possibilities to provide individual planning aspects such as the formulaic derivation of the order backlog. In the LucaNet planning forms, these possibilities are limited because the functions are fixed and follow a row and column-oriented template.

It should also be mentioned that a LucaNet planning form is always created per company code and then copied to other company codes if necessary. This can also mean a higher maintenance effort in the case of subsequent changes to the planning forms.

Please see the individual advantages and disadvantages in detail in the following list.


Planning forms

Reporting Package

1Year, quarters transferred flexiblyyestechnically only months possible (year, quarters via Excel formula)
2mirror movement types are to be indicated separately as keywordsno (automatically via booking rulesyes
3Comments in LucaNet per row/columnyesno
4Protect capture medianoyes
5Display previous year's valuesyesyes
6Show calculated resultsvia update in the formyes
7Intercompany pass-throughyes, for credit planningno
8Calculations with more than one reference (e.g. order backlog)noyes
9Planning assistantsyesno
a   -Data update   yes   –
b   -Seasonality   yes   –
c   -percentage changes   yes   –
Financial Consolidation with SAP Business One

Financial consolidation with SAP Business One

Taken by itself, the term "consolidation" simply means that one brings a certain fact into context. In the world ...
return rate

Return rates – on the trail of returns

Returns are increasingly burdening online trade. A key figure that is often used in a business context is the return rate. Returns are ordered goods that ...

More key figures transparency in the ERP system

Many companies hope that the introduction of ERP software will bring more transparency to their key figures. However, it only becomes clearer...
SAP B1 Financial Accounting Book

Quick start to finance

A new reference book on SAP Business One (B1) has been published. With "Quick Start in SAP Business One - Finance" all ...
Cash flow in companies explained

Cash flow in companies explained

If a company finds itself in economically difficult waters, it is the first and foremost task of the company management to control the flow of money or...
Secure accounting with software

Secure accounting with software

From a ten-man operation to a large corporation? All companies have one thing in common: the legal requirements that require orderly accounting ...
Wird geladen ?