Chapter 22- Internal Orders
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Transcript of Chapter 22- Internal Orders
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INTERNAL ORDERS
CHAPTER 22
CONTENTS
1 Overview-Customization .................................................................................................. ....2
1.1Internal orders..............................................................................................................2
1.2Internal orders may be used for ......................................................................... .........2
1.3Define Order type.........................................................................................................2
1.4Maintain Number Ranges.............................................................................................3
1.5Order Manager KO04...................................................................................................4
1.6 Order Group ................................................................................................ ....7
1.7 Selection variants......................................................................................................8
1.9 Collective Processing................................................................................................9
1.10 Create Statistical order....................................................................................11
2 Transaction Based Postings ...............................................................................................12
1.8Book FI entry using internal order- Real entry............................................................13
2.1.1 Statistical entry ........................................................................................... ...13
1.9Internal order reports..................................................................................................14.....................................................................................................................14
...................................................................................................................14
Execute report............................................................................................14
1.10Create a Purchase Order.........................................................................................16
3 Overhead Costs .............................................................................................................. ...17
1.11 Costing sheet....................................................................................................... ...18
1.12Define Percentage of OH rates................................................................................19
1.13Maintain Costing sheet.............................................................................................20
3.1.1 Enter costing sheet in internal order ..............................................................21
3.1.2 Check the Balance on the IO .......................................................................21
3.1.3 Actual Overhead Calculation ................................................................... .....22
3.1.1 Check the Balance on the IO .......................................................................23
4 Settlement..........................................................................................................................23
4.1.1 Create Cost centers for ................................................................................24
1.14Create Allocation structure for Settlement................................................................24
1.15Change the IO through KO02...................................................................................25
4.1.2 Check the Balance on the IO through S_ALR_87012993 .............................26
4.1.1 Settlement KO88 ..........................................................................................26
5 Budgeting and Availability control ......................................................................................28
5.1.1 Define tolerance Limits for availability control.............................................28
5.1.2 Maintain Budget For the IO ..........................................................................285.1.3 Book a transaction on the IO ...................................................29
5.1.4 Check your SAP inbox ...................................................................29
6 Period Lock ........................................................................................................................30
6.1.1 Access transaction by ..................................................................................30
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1 Overview-Customization
1.1 Internal orders
Internal orders in the R/3 System describe individual jobs within a controlling area. Orderssupport action oriented planning, monitoring and allocation of costs.
1.2 Internal orders may be used for
Monitor internal actions settled to cost centers (overhead orders)
Monitor internal actions settled to fixed assets (investment orders)
Offset postings of accrued costs calculated in co (accrual orders).
.
1.3 Define Order type
Via Menus IMG Controlling internal Orders Order Master data Define order types
Click on New entries
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Double click on order type MA08.Color will change slightly once selected your type.
Scroll up to the marketing group (400000-499999)
Select this group. Click on
Save. Ignore any warning messages.
1.5 Order Manager KO04
Via Menus SEA > Accounting > Controlling > Internal orders > Master data >Order Master
T Code KO04
Place cursor on Order > click on . Enter order type as MA08. Enter
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Click on
Save the order. Make note of the order number.
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INTERNAL ORDERS
CHAPTER 22 Use t.code KO02.Input the order created in the above step.
Under control Tab click on
System status now is REL.
Create Order through KO01
Menu SEA > Accounting > Controlling > Internal orders > Master data >Special functions > Order > Create
T Code KO01
Use order type 0850
Create the order. Release it and save it.
Make note of order no:
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1.6 Order Group
Via Menus SEA > Accounting > Controlling > Internal orders > Master data >Order Group > Create
Via Code KOH1
Press enter.
Enter text for order group. Edit > Order > Insert order.
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Enter orders number. Save it.
1.7 Selection variants
Via Menus IMG Controlling internal Orders Order Master data Selection and collective processing >Define selection variants
Via Code OKOV
Click on Create
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Click on .
Click on Save icon
1.9 Collective Processing
Via Menus SEA > Accounting > Controlling > Internal orders > Master data >Special functions > Collective processing > Manually
Via Code KOK2
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Select the variant created in the above step. Double click the VAR08. Input controlling area if prompted.
Execute
Choose/Go to > Settings >Choose fields
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If any of the fields need to be changed at a time, it can be done from here.
Change values as necessary and go to Edit > Change field values
Select save. Confirm the pop up by choosing ALL.
1.10 Create Statistical order
Via Menus SEA > Accounting > Controlling > Internal orders > Master data >Special functions > Order > Create
Via Code KO01
Select order type1000.Press enter. Input controlling area on prompting.
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Click on Control data tab
Ensure proper currency and check to ensure is checked. Save the ordere.
Message:
2 Transaction Based Postings MasterData constraint information that remains the same over a long period of time.
Transaction Data is short-lived and is assigned to master data.
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1.8 Book FI entry using internal order- Real entry
Use T code FB50
Enter the internal order created above for marketing brochure
Ensure to create the GL as a cost element. If there are no tax codes creates, makethe GL non
taxable in FS00. Save the document. Make note of doc # (100000001)
2.1.1 Statistical entryCreate a cost center like 1220.
Create cost element 475000
Use T code FB50
The internal order takes statistical posting and the real posting goes to CC 1220
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1.9 Internal order reports
Via Menus SEA >Accounting Controlling Internal Orders Informationsystem Reports for internal orders Plan/Actual
comparisonOrders:Actual/Plan/Variance
Via TransactionCode
S_ALR_87012993
Execute report.
Double click on line item. Select . Double click
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Select line item and choose Environment > Accounting document. Click on co document row
Similar way check the AUTO08 order.
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1.10Create a Purchase Order
2.4.1.1 Receive Goods MIGO
Message:
2.4.1.2 Check the report S_ALR_87012993
Navigate to see the details.
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Go to > Accounting documents > FI Document
3 Overhead Costs
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1.11 Costing sheet
Via Menus IMG Controlling Internal orders Actual postings
DisplayOverhead ratesCosting sheet: componentsDefinecalculation bases referring to cost element and origin
Click on new entries
Select X08 and double click on Details. Enter controlling area if prompted.
Click on New entries.
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1.12Define Percentage of OH rates
3.2.1 Access transaction by
Follow the same menu as above. Click on
Click on
Press enter. Select Y08. Double click on Details.Click on New Entries.
Save the entry. Ignore warnings if any.
3.2.2 Define Credits
Follow the same menu as above.
Click on
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Select Z08 and double click on details. Enter controlling area if prompted.
Click on
Incase CC 4130/CE655110 are not created in your controlling, create them with same attributes as in coarea 1000
1.13Maintain Costing sheet
Via Menus IMG Controlling Internal orders Actual postings
DisplayOverhead ratesMaintain Calculation procedure
Click on New entries
Select XYZ08. Click on Costing sheet rows. Click on New entries.
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Save the entry.
3.1.1 Enter costing sheet in internal order
3.5.1.1 Use transaction code KO02
In the internal order master data, go to Prd-end closing tab and enter costing sheet. Save the order
3.1.2 Check the Balance on the IO
3.5.2.1 Access transaction by
Via Menus SEA >Accounting Controlling Internal Orders Information
system Reports for internal orders Plan/Actual
comparisonOrders:Actual/Plan/Variance
Via TransactionCode
S_ALR_87012993
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The balance is USD 7500, cost element 417000
3.1.3 Actual Overhead Calculation
3.5.3.1 Access transaction by
Via Menus SEA >Accounting Controlling Internal Orders Period end
closing Single Functions Overhead rates Actuals: Individualprocessing
T Code KGI2
Initially execute in test mode. If there are no errors, then execute in prod mode
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Go to >> Debits
3.1.1 Check the Balance on the IO
4 Settlement
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4.1.1 Create Cost centers for
Create the following CCs for testing of settlement
1.14 Create Allocation structure for Settlement4.2.1 Access transaction by
Via Menus IMG Controlling IO Actual Postings settlement MaintainAllocation structure
Click on
Select and maintaincost Elem.Groups as below
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Click on
4.2.2. Maintain the following Cost Element groups through KSH1
1.15Change the IO through KO02
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INTERNAL ORDERS
CHAPTER 22Via Menus Accounting Controlling Internal orders Master data Special
functions Orders Change
TCode KO02
Click on
Go to >> Settlement Parameters
4.1.2 Check the Balance on the IO through S_ALR_87012993
4.1.1 Settlement KO88
Via Menus Accounting Controlling Internal orders Period end closing
single functions settlement Individual processing
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5 Budgeting and Availability control
5.1.1 Define tolerance Limits for availability control
Via Menus IMG Controlling Internal ordersBudgeting and availability
control Define tolerance limits for availability control
TCode SPRO
Maintain the above % tolerances.
4.4.3 Budget Manager
Click on New entries and main the co area/Order type/Obj cl and user name.
5.1.2 Maintain Budget For the IOSEA > Controlling > IO > Budgeting > Original Budget > Change KO22
Maintain the budget for year 2009 and also the overall budget
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5.1.3 Book a transaction on the IO
Message e: . Enter. Save the document.
Book another amount to reach 100% of the budget.
Message . Enter and save the document.
5.1.4 Check your SAP inbox
DC on SBWP > Unread document >
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The email content would look like the above.
6 Period Lock
Use the period lock to lock plan and actual business transactions for a combination for
controlling area, fiscal year and version. You can select individual business transaction for locking from a list of all the actual and plan
business transactions.
It is also possible to lock individual business transactions for all the periods of the fiscal year, orall business transactions for individual periods
6.1.1 Access transaction by
Via Menus Accounting ControllingCost center accounting Environment
Period Lock Change
Via Transaction
Code
OKP1
Click on
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