155_BPP_07_EN_IN

Business Process Procedures

EHP4 for SAP ERP 6.0March 2010EnglishEnglish

Maintain Assessment Cycles (155.07)

SAP AGDietmar-Hopp-Allee 1669190 WalldorfGermanyMaster Data Procedure

Copyright Copyright 2009 SAP AG. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. Microsoft, Windows, Excel, Outlook, and PowerPoint are registered trademarks of Microsoft Corporation. IBM, DB2, DB2 Universal Database, System i, System i5, System p, System p5, System x, System z, System z10, System z9, z10, z9, iSeries, pSeries, xSeries, zSeries, eServer, z/VM, z/OS, i5/OS, S/390, OS/390, OS/400, AS/400, S/390 Parallel Enterprise Server, PowerVM, Power Architecture, POWER6+, POWER6, POWER5+, POWER5, POWER, OpenPower, PowerPC, BatchPipes, BladeCenter, System Storage, GPFS, HACMP, RETAIN, DB2 Connect, RACF, Redbooks, OS/2, Parallel Sysplex, MVS/ESA, AIX, Intelligent Miner, WebSphere, Netfinity, Tivoli and Informix are trademarks or registered trademarks of IBM Corporation.

Linux is the registered trademark of Linus Torvalds in the U.S. and other countries.

Adobe, the Adobe logo, Acrobat, PostScript, and Reader are either trademarks or registered trademarks of Adobe Systems Incorporated in the United States and/or other countries.

Oracle is a registered trademark of Oracle Corporation.

UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group. Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, and MultiWin are trademarks or registered trademarks of Citrix Systems, Inc. HTML, XML, XHTML and W3C are trademarks or registered trademarks of W3C, World Wide Web Consortium, Massachusetts Institute of Technology. Java is a registered trademark of Sun Microsystems, Inc. JavaScript is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape. SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP Business ByDesign, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries.

Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Business Objects S.A. in the United States and in other countries. Business Objects is an SAP company.

All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary.

These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.

Icons

IconMeaning

Caution

Example

Note

Recommendation

Syntax

External Process

Business Process Alternative/Decision Choice

Typographic Conventions

Type StyleDescription

Example textWords or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths and options.

Cross-references to other documentation.

Example textEmphasized words or phrases in body text, titles of graphics and tables.

EXAMPLE TEXTNames of elements in the system. These include report names, program names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example, SELECT and INCLUDE.

Example textScreen output. This includes file and directory names and their paths, messages, source code, names of variables and parameters as well as names of installation, upgrade and database tools.

EXAMPLE TEXTKeys on the keyboard, for example, function keys (such as F2) or the ENTER key.

Example textExact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation.

Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.

Contents51Purpose

52Prerequisites

52.1Roles

52.2Preliminary Steps

62.3Setting Controlling Area

63Process Steps

63.1Creating Cost Element and Cost Element Group

63.2Creating Cost Center and Cost Center Group

73.3Creating Cost Center Assessment Cycle

83.4Changing Cost Center Assessment Cycle

93.5Creating COPA Assessment Cycle

103.6Changing COPA Assessment Cycle

114Appendix

114.1Reversal of Process Steps

Maintain Assessment Cycles1 PurposeIn this document, you create or change the cost center assessment cycle. You can also create or change the COPA assessment cycle.

2 Prerequisites

2.1 Roles

UseThe following roles must have been installed to allow the relevant activities to be carried out in the SAP NetWeaver Business Client (NWBC). In addition, they must be assigned to the user or users who will perform the process steps described in this document. You do not need these roles if you are not using the NWBC interface, but the standard SAP GUI.

Prerequisites

The business roles have been assigned to the user(s) who will perform the process steps described in this document.

Business roleTechnical nameProcess step

Employee (Professional User)SAP_NBPR_EMPLOYEE-SAssignment of this role is necessary for basic functionality.

Enterprise Controller SAP_NBPR_CONTROLLER-MCreate Cost Center Assessment Cycle

Change Cost Center Assessment Cycle

Create COPA Assessment Cycle

Change COPA Assessment Cycle

2.2 Preliminary Steps

You must make two choices to determine which steps in this document you have to perform.

The cost center assessment cycle must be maintained. Does it exist?

Option A: If the cycle exists, go to step 3.4.

Option B: If the cycle does not exist, then go to step 3.3.

The COPA assessment cycle must be maintained. Does it exist?

Option A: If the cycle exists, go to step 3.6.

Option B: If the cycle does not exist, then go to step 3.5.

2.3 Setting Controlling Area

Use

The controlling area is to be set before you carry out the first steps in controlling.

If the controlling area is already assigned in the user parameters (see the Quick Guide), this step is no longer necessary and can be omitted.

Procedure

1. Access the transaction choosing one of the following navigation options:

Option 1: SAP Graphical User Interface (SAP GUI)

SAP ECC menuAccounting ( Controlling ( Cost Element Accounting ( Environment ( Set Controlling Area

Transaction codeOKKS

Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role

Business roleEnterprise Controller (SAP_NBPR_CONTROLLER-M)

Business role MenuOverhead Cost Controlling ( Actual Postings ( Actual Posting Preparation ( Set Controlling Area

2. On the Set Controlling Area screen, enter Controlling area 1000.3 Process Steps

3.1 Creating Cost Element and Cost Element Group

Use

This activity will create cost element and cost element group.

Procedure

To execute this activity, run the Create Cost Element and Cost Element Group (155.05) scenario using the master data in this document.

3.2 Creating Cost Center and Cost Center Group

Use

This activity will create cost center and cost center group.

Procedure

To execute this activity, run the Create Cost Center and Cost Center Group (155.03) scenario using the master data in this document.

3.3 Creating Cost Center Assessment Cycle

UseIn this activity, you create the cost center assessment cycle.

Procedure


Option 1: SAP Graphical User Interface (SAP GUI):SAP ECC menuAccounting ( Controlling ( Cost Center Accounting ( Period-End Closing ( Current Settings ( Define Assessment

Transaction codeKSU1 / S_ALR_87005742



Business role menuOverhead Cost Controlling ( Actual Postings ( Actual Posting Preparation ( Create Actual Assessment Cycle

2. On the Create Actual Assessment cycle: Initial Screen, enter new cycle name, start date, then choose Enter.3. On the Create Actual Assessment cycle: Header data screen, enter text for the cycle; deselect the Iterative indicator.

4. Choose Attach segment.

5. On the Create Actual Assessment cycle: Segment screen, enter Segment name, description.6. Choose Segment Header tab page.

7. Enter assessment cost element, sender rule, share in %, receiver rule, var. portion type.

8. Choose Senders/receivers tab page.

9. Enter sending cost center / range / group; sending cost element / range / group; receiving cost center / range / group.10. Choose Sender values tab page.

11. Selection criteria depend on the sender rule.

12. Choose Receiver tracing factor tab page.

13. Selection criteria depend on the receiver rules and var. portion type.

14. Choose Receiver weighting factors tab page.

15. Receiving tracing factor values depend on the receiver rules and var. portion type.

16. Choose Attach Segment to insert more segments.

17. Choose Save.

Result

The Cost center assessment cycle is created. To view the estimated cost, run the transaction KSU3.

If transport handling is activated in the client a customizing transport request is required. Provide the request you are assigned to.3.4 Changing Cost Center Assessment Cycle

UseIn this activity, you change the cost center assessment cycle.

Procedure

1. Access the transaction choosing one of the following navigation options:Option 1: SAP Graphical User Interface (SAP GUI):SAP ECC menuAccounting ( Controlling ( Cost Center Accounting ( Period-End Closing ( Current Settings ( Define Assessment

Transaction codeKSU1 / S_ALR_87005742



Business role menuOverhead Cost Controlling ( Actual Postings ( Actual Posting Preparation ( select tab All Actual Assessment Cycles (Cost Centers) ( select required line and choose Change

2. Only for NWBC: On the Change Actual Assessment cycle: Initial screen, remove the defaulted Start Date in invalid format, and choose Enter.3. Only for SAP GUI: On the Create Actual Assessment cycle: Initial screen, choose menu Cycle ( Change. Enter cycle name, then choose Enter.4. On the Change Actual Assessment cycle: Header data screen, choose Overview Segments.

5. In the Segment Overview dialog box, select the segment to be updated and choose Choose.

6. Make the appropriate changes to the segment as required.

7. On the Change Actual Assessment cycle: Segment screen, enter Segment name, description.8. Choose Segment Header tab page.9. Enter assessment cost element, sender rule, share in %, receiver rule, var. portion type.

10. Choose Senders/receivers tab page.

11. Enter sending cost center / range / group; sending cost element / range / group; receiving cost center / range / group.12. Choose Sender values tab page.13. Enter selection criteria depending on the sender rule.

14. Choose Receiver tracing factor tab page.15. Enter selection criteria depending on the receiver rules and var. portion type.

16. Choose Receiver weighting factors tab page.

17. Enter receiving tracing factor values depending on the receiver rules and var. portion type.


19. Choose Save.

ResultThe cost center assessment cycle is changed.

3.5 Creating COPA Assessment Cycle

UseIn this activity, you create the COPA assessment cycle.

Procedure



SAP ECC menuAccounting ( Controlling ( Profitability Analysis ( Actual Postings ( Period-End Closing ( Transfer Cost Center Costs/Process Costs ( Assessment

Transaction codeKEU5



Business role menuOverhead Cost Controlling ( Actual Postings ( Actual Posting Preparation ( Create Actual Assessment Cycle

2. In the Set operating concern dialog box, enter the operating concern, select Costing Based, and then choose Enter.3. Only for SAP GUI: Choose menu Extras ( Cycle ( Create.4. On the CO-PA Create Actual Assessment cycle: Initial screen, enter new cycle name and start date, then choose Enter.5. On the CO-PA Create Actual Assessment cycle: Header data screen, enter text for the cycle, sender selector type, Controlling Area, TF basis (1).

6. Choose Attach segment.7. On the CO-PA Create Actual Assessment cycle: Segment screen, enter Segment name, description.8. Choose Segment Header tab page.9. Enter assessment cost element, fixed value field, variable value field, sender rule, share in %, receiver rule, Val.Fld/Key Fig..10. Choose Senders/receivers tab page.11. Enter sending cost center / range / group; sending cost element / range / group; receiving CO-PA characteristic fields / range / group.

12. Choose Sender values tab page (only if rule = fixed amount or fixed rate is selected).13. Enter selection criteria depending on the sender rule.

14. Choose Receiver tracing factor tab page.15. Enter selection criteria depending on the receiver rules.

16. Choose Receiver weighting factors tab page.17. Enter receiving tracing factor values depending on the receiver rules.


19. Choose Save.

Result

The CO-PA assessment cycle is created.

3.6 Changing COPA Assessment Cycle

UseIn this activity, you change the COPA assessment cycle.

Procedure



SAP ECC menuAccounting ( Controlling ( Profitability Analysis ( Actual Postings ( Period-End Closing ( Transfer Cost Center Costs/Process Costs ( Assessment

Transaction codeKEU5



Business role menuOverhead Cost Controlling ( Actual Postings ( Actual Posting Preparation ( Select tab All Actual Assessment Cycles (Profit.Analysis) ( select required line and choose Change.

2. If the Set operating concern dialog box appears, enter the operating concern, select Costing Based and then choose Enter.3. Only for SAP GUI: Choose menu Extras ( Cycle ( Change.4. On the CO-PA Change Actual Assessment cycle: Initial screen, enter cycle name and choose Enter.5. Choose Overview Segments.

6. In the Segment Overview dialog box, select the segment to be updated and choose Choose.

7. Make the appropriate changes to the segment as required.

8. On the CO-PA Change Actual Assessment cycle: Segment screen, enter Segment name, description.

9. Choose Segment Header tab page.10. Enter assessment cost element, fixed value field, variable value field, sender rule; share in %, receiver rule, Val.Fld/Key Fig..11. Choose Senders/receivers tab page.12. Enter sending cost center / range / group; sending cost element / range / group; receiving CO-PA characteristic fields / range / group13. Choose Sender values tab page.14. Enter selection criteria depending on the sender rule.

15. Choose Receiver tracing factor tab page.16. Enter selection criteria depending on the receiver rules.

17. Choose Receiver weighting factors tab page.18. Enter receiving tracing factor values depending on the receiver rules.

19. Select Attach Segment to insert more segments.

20. Choose Save.

Result

The CO-PA assessment cycle is changed.

4 Appendix

4.1 Reversal of Process Steps

In the following section, you can find the most common reversal steps, which you can take to reverse some of the activities described in this document.Create Cost Center Assessment Cycle

Transaction code (SAP GUI)KSU1

Reversal:Delete actual assessment cycle

Transaction code (SAP GUI)KSU4

Business roleEnterprise Controller(SAP_NBPR_CONTROLLER-M)

Business role menuOverhead Cost Controlling ( Actual Postings ( Actual Posting Preparation ( select tab All Actual Assessment Cycles (Cost Centers) ( select required line and choose Change

CommentMore Cycle -( Delete

Create COPA Assessment Cycle

Transaction code (SAP GUI)KEU1

Reversal:Delete actual assessment cycle

Transaction code (SAP GUI)KEU4


Business role menuOverhead Cost Controlling ( Actual Postings ( Actual Posting Preparation ( select tab All Actual Assessment Cycles (Profit.Analysis) ( select required line and choose Change

CommentMore Cycle -( Delete

SAP AG

Page 12 of 12

_1118216528.bin

Documents

155_BPP_07_EN_IN