Business Process Procedures

EHP3 for SAP ERP 6.0June 2009EnglishEnglish

Maintain Assessment Cycles (155.07)

SAP AGDietmar-Hopp-Allee 1669190 WalldorfGermanyMaster Data Procedure

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Exemplo

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Contents

5Maintain Assessment Cycles

51Purpose

52Prerequisites

52.1Preliminary Steps

52.2Roles

63Process Steps

63.1Create Cost Element and Cost Element Group

63.2Create Cost Center and Cost Center Group

63.3Create Cost Center Assessment Cycle

83.4Change Cost Center Assessment Cycle

93.5Create COPA Assessment Cycle

113.6Change COPA Assessment Cycle

124Appendix

124.1Reversal of Process Steps

Maintain Assessment Cycles1 Purpose

In 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 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 3.5.2.2 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

Enterprise Controller SAP_BPR_CONTROLLER-KCreate Cost Center Assessment Cycle

Change Cost Center Assessment Cycle

Create COPA Assessment Cycle

Change COPA Assessment Cycle

3 Process Steps3.1 Create Cost Element and Cost Element GroupUseThis 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 Create Cost Center and Cost Center Group

UseThis 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 Create Cost Center Assessment CycleUse

In this activity, you create 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 menuAccounting ( Controlling ( Cost Center Accounting ( Period-End Closing ( Current Settings ( Define Assessment

Transaction codeKSU1 / S_ALR_87005742

Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business roleBusiness role (Name)Enterprise Controller (SAP_BPR_CONTROLLER-K)

NWBC MenuOverhead Cost Controlling ( Actual Posting Preparation ( Define Periodic Reposting

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 the Sender values tab page.

11. Selection criteria depend on the sender rule.

12. Choose the Receiver tracing factor tab page.

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

14. Choose the 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. This transaction requires the status of the client to be 'Production'. Ensure the cycle date is the beginning of the year.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 Change Cost Center Assessment CycleUse

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

Procedure

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

SAP menuAccounting ( Controlling ( Cost Center Accounting ( Period-End Closing ( Current Settings ( Define Assessment

Transaction codeKSU1 / KSU2

Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business roleBusiness role (Name)Enterprise Controller (SAP_BPR_CONTROLLER-K)

NWBC MenuOverhead Cost Controlling ( Actual Posting Preparation ( Change Actual Assessment Cycle

2. In the menu select cycle ( Change.3. On the Change Actual Assessment cycle: Initial screen, 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.

18. Select Attach Segment to insert more segments.

19. Choose Save.

This transaction requires the status of the client to be Production.Result

The Cost center assessment cycle is changed.

3.5 Create COPA Assessment Cycle Use

In this activity, you create the COPA assessment cycle.Procedure

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

Option 1: SAP Graphical User Interface (SAP GUI)SAP menuAccounting ( Controlling ( Profitability Analysis ( Actual Postings ( Period-End Closing ( Transfer Cost Center / Processos Costs ( Assessment

Transaction codeKEU1

Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business roleBusiness role (Name)Enterprise Controller (SAP_BPR_CONTROLLER-K)

NWBC MenuOverhead Cost Controlling ( Planning Preparation ( CO-PA Create Actual Assesment Cycle

2. On the Execute Actual Assessment: Initial Screen go to Extras, select Cycle, then choose Create3. In the Set operating concern dialog box, enter the operating concern, select Costing Based, then choose Enter.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, var. portion type.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.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.

18. Select Attach Segment to insert more segments.

19. Choose Save.

This transaction requires the status of the client to be Production. Ensure the cycle date is the beginning of the year.Result

The CO-PA assessment cycle is created.

3.6 Change COPA Assessment Cycle UseIn this activity, you change the COPA assessment cycle.Procedure

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

Option 1: SAP Graphical User Interface (SAP GUI)SAP menuAccounting ( Controlling ( Profitability Analysis ( Actual Postings ( Period-End Closing ( Transfer Cost Center / Processos Costs ( Assessment

Transaction codeKEU2

Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business roleBusiness role (Name)Enterprise Controller (SAP_BPR_CONTROLLER-K)

NWBC MenuOverhead Cost Controlling ( Planning Preparation ( CO-PA Change Actual Assesment Cycle

Choose: More ( Cycle ( Change

2. On the Execute Actual Assessment: Initial Screen go to Extras, select Cycle, then choose Change.3. On the Set operating concern dialog box, enter the operating concern, select Costing Based and then choose Enter.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: Header data screen, enter text for the cycle, sender selector type, Controlling Area, TF basis (1).9. Choose Attach segment.10. On the CO-PA Change Actual Assessment cycle: Segment screen, enter Segment name, description.

11. Choose Segment Header tab page.12. Enter assessment cost element, fixed value field, variable value field, sender rule; share in %, receiver rule, var. portion type.13. Choose Senders/receivers tab page.14. Enter sending cost center / range / group; sending cost element / range / group; receiving CO-PA characteristic fields / range / group15. Choose Sender values tab page.16. Enter selection criteria depending on the sender rule.

17. Choose Receiver tracing factor tab page.18. Enter selection criteria depending on the receiver rules and var. portion type.

19. Choose Receiver weighting factors tab page.20. Enter receiving tracing factor values depending on the receiver rules and var. portion type.

21. Select Attach Segment to insert more segments.

22. Choose Save.

This transaction requires the status of the client to be Production.Result

The CO-PA assessment cycle is changed4 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.Process step Transaction codeComment

Create Actual Assessment CycleKSU1

Reversal: Delete Actual Assessment CycleKSU4

Create CO-PA Assessment CycleKEU1

Reversal: Delete CO-PA Assessment CycleKEU4Select function in menu

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