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Dokumentation

SIMG_CFMENUORKE5055 - Define Process Cost Assessment

In this IMG activity, you define rules for assessing business process costs to Profitability Analysis. These rules are stored in so-called "cycles".

Define your assessment cycles. In doing so, observe the following:

1. The header of the cycle contains the parameters that are valid for the entire cycle. This includes the "sender selection type" for actual costs, where you specify whether you want to assess all costs together or fixed and variable costs separately.
2. The segments contain the combinations of sender processes and receiver profitability segments that are processed using a single distribution rule.
1. Specify either an assessment cost element or an allocation structure, which determines more than one assessment cost element for each cost element group. The sender processes are credited using these secondary cost elements (cost element category 42). In account-based CO-PA, the receiver profitability segments are also credited using these cost elements.
2. Specify either single value fields for the fixed and variable costs, respectively, or a PA transfer structure, which determines more than one value field for each cost element group.
3. Specify the rule which you want to use to credit the sender.
   
   Note that, for technical reasons, you can only use an allocation structure or a PA transfer structure with sender rule "1" (posted amounts).
4. Define the tracing factor, the rule which determines how the values are distributed to the receivers. For example, you can distribute certain percentages to the different receivers or distribute using certain values (such as the quantity sold or the revenue) as an allocation base. If you choose to use an allocation base, choose the receiver rule "Variable portions".
5. Specify the senders and receivers in the "allocation characteristics".

1. Activity-Based Costing must be active as an operational CO component.
2. The desired form of Profitability Analysis must be active.
   You can check which form is active by choosing "Actual Flows of Values -> Activate Profitability Analysis"
3. You need to have assigned an internal number range for the CO transaction "KSPA" (actual) or "KSPB" (plan) before credits can be posted.
   To verify that one has been assigned, switch to Customizing for "General Controlling" and choose "Organization -> Maintain Number Ranges for Controlling Documents".
4. You need to have defined a number range for record type "D" in CO-PA.
   To check that this has been done for actual data, choose "Actual Flows of Data -> Initial Steps -> Define Number Ranges for Actual Postings".
   To check that this has been done for planning, choose "Actual Flows
   of Data -> Initial Steps -> Define Number Ranges for Planning Data".
5. To improve runtimes in process assessment, it is recommended that you use summarization levels if possible. These provide presummarized tracing factors for the receiver profitability segments.