SAP Controlling

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Sap controlling Configuration

Text of SAP Controlling

CO Configuration Document

CO Configuration Document1 Part-1: Organisation Structure.....................................................................................2 1.1 Maintain Controlling Area........................................................................................2 1.2 Assign Company Code to Controlling Area..............................................................3 Maintain Controlling Area.............................................................................................5 1.3 Maintain Versions.....................................................................................................9 1.4 Change Message Control........................................................................................11 2 Part-2: Global Settings.................................................................................................12 3 Part-3: Baseline Settings ..............................................................................................12 3.1 Profit Center Accounting.........................................................................................12 3.1.1 Set Controlling Area.........................................................................................12 3.1.2 Create Dummy Profit Center............................................................................13 3.1.3 Maintain Controlling Area Setting....................................................................14 3.1.4 Set control parameters for Actual data..............................................................15 3.1.5 Maintain Plan Versions.....................................................................................16 3.1.6 Analyze Settings...............................................................................................17 3.1.7 Update Basic Settings.......................................................................................20 3.1.8 Allow Balances To Be Carried Forward...........................................................21 3.1.9 Maintain Retained Earnings Accounts .............................................................22 3.1.10 Maintain Document Types for Local Documents...........................................23 3.1.11 Define Number Ranges for Local Documents................................................24 3.1.12 Maintain Document Types .............................................................................27 3.1.13 Define Number Ranges for Local Documents ...............................................28 3.1.14 Choose Accounts .......................................................................................29 3.1.15 Derivation Rules for Finding the Profit Center ..........................................30 3.1.16 Transfer FI Actual Data ..........................................................................32 3.1.17 Transfer MM Actual Data ........................................................................33 3.1.18 Transfer SD Billing Documents ..............................................................35 3.1.19 Transport Settings for Actual Postings ....................................................37 3.2 Multiple Valuation Approaches/Transfer Prices.....................................................38 3.2.1 Maintain Currency and Valuation Profile.........................................................38 3.2.2 Assign Currency and Valuation Profile to Controlling Area............................39 3.2.3 Create Versions for Valuation Methods...........................................................40 3.2.4 Activate Valuation Areas for Material Ledger.................................................43 3.2.5 Set Up Transfer Prices in a Production System................................................44 3.2.6 Multiple Valuation Approaches: Check/Execute Activation............................45 3.2.7 Basic Settings for Pricing..................................................................................46 3.2.8 Advanced Settings for Pricing..........................................................................50 3.2.9 Settings for Internal Goods Movements ..........................................................52

CO Configuration Document3.2.10 Production Startup for Material Ledger..........................................................53

1 Part-1: Organisation Structure1.1

Maintain Controlling AreaConfig-ID and Title: Organization/Area: ERP Responsible: Maintain Controlling Area CO CO Team File Name: Status: CO Configuration Document Mission Excellence.Doc Open / Closed

Responsibility:

CO Team

Header DetailsDescription: Transaction Code: Menu Path: Client dependent settings: Maintain Controlling Area SPRO IMG -> Enterprise Structure -> Definition -> Controlling -> Maintain Controlling Area -> Maintain Controlling Area Yes / No

Screen Entry Details

FIELDS Controlling Area

VALUES 1000

COMMENTS You can define your Controlling Area along with its description in this step. Thereafter by double-clicking the 1000 line, basic details can be maintained as shown in next screen.

CO Configuration Document

FIELDS Controlling Area

VALUES 1000

COMMENTS For the Controlling Area 1000, make settings as above.

1.2

Assign Company Code to Controlling AreaConfig-ID and Title: Organization/Area: ERP Responsible: Assign Company Controlling Area CO CO Team File Name: Status: CO Configuration Document PCA Project Glen mark Open / Closed Code to

Responsibility:

CO Team

Header DetailsDescription: Transaction Code: Menu Path: Client dependent settings: Assign Company Code to Controlling Area SPRO IMG -> Enterprise Structure -> Assignment -> Controlling -> Assign Company Code to Controlling Area Yes / No

CO Configuration DocumentScreen Entry Details

FIELDS Controlling Area

VALUES 1000

COMMENTS In the step "Assign Company code to Controlling Area, you can assign either one on multiple company codes to your controlling area based on setting done in earlier step for Assignment Control. For assignment, click on the Assignment of company code tab appearing in the upper left screen. After this, you will get the following screen.

Screen Entry Details

CO Configuration Document

FIELDS Company Codes

VALUES 1000 2000 3000 5100 6100

COMMENTS In this screen, by pressing New Entries tab in the menu bar, you can enter the company codes to be assigned to the Controlling Area.

Maintain Controlling AreaConfig-ID and Title: Organization/Area: ERP Responsible: Maintain Controlling Area CO CO Team File Name: Status: CO Configuration Document PCA Project Glenmark Open / Closed

Responsibility:

CO Team

Header DetailsDescription: Transaction Code: Menu Path: Client dependent settings: Maintain Controlling Area SPRO IMG -> Controlling -> General Controlling -> Organisation -> Maintain Controlling Area -> Maintain Controlling Area Yes / No

Screen Entry Details

FIELDS Controlling Area

VALUES 1000

COMMENTS In this screen, you select the Controlling Area for which the various CO components are to be activated or deactivated based on the requirement. To do the same, select the controlling area and press tab Activate component/control indicators in the upper left screen. Next screen is displayed.

CO Configuration Document

CO Configuration DocumentScreen Entry Details

FIELDS Year

VALUES 1977 2001

COMMENTS In this screen, you have to enter the fiscal year for which onwards the components / control indicators are to be activated. The settings are done right up to year 9999 by default & hence need not be done for each & every year as can be seen in the next screen. Double-clicking o the year line will take you to next screen.

Screen Entry Details

FIELDS Controlling Area

VALUES 1000

COMMENTS In this screen, activate the components as required. After the same is done, come back to the original screen to define the standard hierarchy for cost centers as shown next.

CO Configuration DocumentScreen Entry Details

FIELDS Controlling Area

VALUES 1000

COMMENTS Now, to define the standard hierarchy of the cost centers, double click on the controlling area line. In the next screen displayed, define the standard hierarchy for the cost centers.

Screen Entry Details

FIELDS Controlling Area

VALUES 1000

COMMENTS As explained earlier, in this screen, the cost center standard hierarchy is now defined as GLENMARK. To change this hierarchy, click on the pencil on the right hand side in the same line.

CO Configuration Document

1.3

Maintain VersionsConfig-ID and Title: Organization/Area: ERP Responsible: Maintain Versions CO CO Team File Name: Status: CO Configuration Document PCA Project Glen mark Open / Closed

Responsibility:

CO Team

Header DetailsDescription: Transaction Code: Menu Path: Client dependent settings: Maintain Controlling Area SPRO IMG -> Controlling -> General Controlling -> Organisation -> Maintain versions Yes / No

Screen Entry Details

FIELDS Version

VALUES 0 1 90

COMMENTS In this screen, you enter the settings for the version 0 which is default version for recording actual data and final plan data. Due to activation of ML, we have also activated version 90. For making settings for profit center accounting for the version 0 or 90, select the same and click on Settings for Profit Center Accounting tab. Following screen is displayed.

CO Configuration DocumentScreen Entry Details

FIELDS Controlling Area

VALUES 1000

COMMENTS In this screen, check the boxes of on