how-to-create-activity-type-KL01-v2

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Title:Create Activity Type 05/18/07Functional Area :Finance

Process :Controlling

File name:~BPP_FI_CO_KL01_CREATE_ACTIVITY_TYPE_051807V1.1.DOC

Version: 09 FinalLast Modified: 11/30/2007

Work InstructionPage 1 / 8

Work Instruction

Create Activity Type 05/18/07 KL01

Purpose

Use this procedure to create a new activity type, in consultation with the Financial Reporting officeand the user department (which will be involved with the cost allocations). The activity typeclassifies specific activities provided by a sending cost center (Service Provider Cost center likeBECON) for purposes of cost allocation. An activity input from a sender cost center signifies that areceiver (usually another cost center or a capital project) is drawing on the resources of the sendercost center.

Trigger

Perform this transaction in the system when a new activity type is identified to charge costs basedon standard cost/rates.

Prerequisites

Procedural aspects:

The Financial Reporting office will assign the secondary cost element to be used with theActivity type; it will begin with a leading 9943. The Financial Reporting office will also assignthe Activity Type code, which will adhere to the numbering scheme (see Comments sectionbelow).

The Budget Office is to be contacted to establish the corresponding commitment item.

An initial discussion with the concerned user department, requiring the activity type, shouldtake place to determine rates and tasks associated with the charge.

System set-up:

A secondary cost element, e.g. 99430001, should exist in the system, otherwise it must becreated using transaction KA06 before continuing with this transaction.

Menu Path

Use the following menu path(s) to begin this transaction:

Select SAP menu Accounting Controlling Cost Center Accounting Master DataActivity Type Individual Processing KL01 Create

Transaction Code

KL01

Helpful Hints

The alpha-numeric scheme for the six-digit Activity Types is structured as follows:


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1. Position 1: the alpha digit will indicate the nature of the service provider (B for BECON, P for

Printing and M for Maintenance)

2. Position 2: the alpha digit will indicate the type of service (A for carpentry, B for plumbing, Cfor electrical, etc.).

3. Position 3-6: the four numeric digits will be sequential 0001 through 9999.

The established numbering scheme for SBBC is as follows:

1. BA0001 to BZ9999 for BECON

2. PA0001 to PZ9999 for Printing Services

3. MA0001 to MZ9999 for Plant Maintenance


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Procedure

1. Start the transaction using the menu path or transaction code KL01.

SAP Easy Access

2. Double-click .


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Create Activity Type: Initial Screen

3. As required, complete the following fields:

Field Name R/O/C Description

Activity Type R A unit in a controlling area that classifies the activitiesperformed in a cost center.

Refer to the Comments section of this document for

Activity Types numbering scheme.Example: BA0001


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Valid From R Description of the Valid from.

For consistency purposes, it is recommended that allActivity Types From date be dated as 01/01/1900.

Example: 01/01/1900

to R Upper limit of the range to be selected from a list.

Enter the To date of 12/31/9999, unless there is aspecific end-date intended for the charge.

Example: 12/31/9999

4. Click to specify the details of the activity type.


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Create Activity Type: Basic Screen

5. As required, complete the following fields:


Name R Description of the Name.

Enter the Short Name (field is 20-digits long).

Example: 1-6 Paper/Act 1Description R Highlight the description field and change the old value with

the new value.

Enter the Long Name (field is 40-digits long).

Example: 1-6 Paper/Actual 1


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Activity Unit R The activity unit is either the time or quantity unit used to postthe consumed activity quantities.

Description of the Activity Unit by using the pull down

menu .

Example: ea

CCtr categories R An attribute that determines the type of cost center.

Cost Center category is used to group similar costcenters together. At SBBC, only one cost centercategory is used, W for Administration.

Example: w

ATyp category R Classification of an activity type.

At SBBC, only one activity type category is used, 1for Manual entry, manual allocation. This allows forthe department to manage the chargeback posting.

Example: 1

Allocation cost elem R The allocation cost element is a secondary cost element,under which the activity type or business process is allocated.

Enter the secondary cost element or you may search

for it by using the pull down menu .

Example: 99430001

Price indicator R Description of the Price indicator.

At SBBC, only one price indicator is used, 3 forDetermined manually.

Example: 3

6. Click to accept entered data into the system.

7. Click to save the new Activity Type. The fields in the remaining tabs are not entered. There is afield called Locked under the Indicator tab, which may be used if an activity is set up, and is not tobe used immediately.


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The system displays the message, "Activity Type has been created."

8. Click to return to the SAP main menu.

9. You have completed this transaction.

Result

You have created a new activity type. In this example a rate activity was created.

Comments

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