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EHP4 for SAP ERP 6.0
June 2009
English
Controlling Blue Print
SAP AGDietmar-Ho-Allee !6
69!90 "all#orfGerman$
%usiness Pro&ess Do&umentation
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
Copyright
'o$right 2009 SAP AG. All rights resere#.
/o art of this uli&ation ma$ e rero#u&e# or transmitte# in an$ form or for an$ urose 1ithout the eressermission of SAP AG. 3he information &ontaine# herein ma$ e &hange# 1ithout rior noti&e.
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S$stem :9 :!0 :9 iSeries Series Series :Series eSerer :;<5 :;7S i*;7S S;=90 7S;=90 7S;400 AS;400S;=90 Parallel Enterrise Serer Po1er<5 Po1er Ar&hite&ture P7"ER6> P7"ER6 P7"ER*> P7"ER*
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imlemente# $ /ets&ae.
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
General Cost Center Planning
1 Purpose
During the annual u#geting ro&ess the managers of non-oerational &ost &enters su&has sales mareting a#ministratie resear&h an# #eeloment et&. lan the &osts for
arious &ost t$es;elements for their rese&tie &ost &enters. 3he usual starting oint for#eeloment of these lans is the a&tual #ata for the &urrent;reious $ear.
8n this ro&ess the reious $earCs a&tual eenses for these &ost &enters are &oie# into
an A7P (annual oeratie lanning+ u#get ersion in &ost &enter a&&ounting. As analternatie the reious $earCs u#get #ata &an also e use# as a starting oint for the
eer&ise. 3he #ata in this ersion is #o1nloa#e# into srea#sheets $ ea&h &ost elementan# &ost &enter. 3he rese&tie &ost &enter managers reie1 an# u#ate the u#get
alues a&&or#ing to their reuirements an# lans. 3hen these lans are uloa#e# a&
into SAP. 3he lans in SAP are reie1e# an# finali:e#.
3he lanne# #ere&iation on fie# assets is transferre# searatel$ to the &ost &enter lanersion. 3he s$stem &al&ulates the lanne# #ere&iation on assets $ &ost &enter ase# onthe asset alues oste# on the &ost &enters. 8n the &ase of &ost &enters haing ma&hiner$
the #ere&iation is lanne# ase# on &ost &enter an# a&tiit$ t$e.
2 Prerequisites
2.1 Master Dataou hae entere# the master #ata reuire# to go through the ro&e#ures of this s&enario.
Ensure that the follo1ing s&enario-se&ifi& master #ata eists efore $ou test thiss&enario,A #es&rition of all '7 master #ata &an e foun# in the #o&ument
F'75asterData7erie1.ls.
Common Master Data provided for all Areas
Master Data Value ele!tion Comment
'ost 'enter !!0!!20!
!202
!60!
!602!)0!!)*0
!0!
!90!
?inan&ials an# A#ministrationPur&hasing I Stores !
Pur&hasing I Stores 2
5areting
SalesPlant I 5aintenan&e%uil#ings I Plant 5aintenan&e
7ther in&ome;eense
'ustomer seri&e
'ost 'enter Grou !000 an# all grous
assigne# to grou!000
German$
'ost elementGrou
!0'E
Stat. e$ fig. !002 Area in suare meters
'ost Elements
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
ervi!e Area
Master Data Value ele!tion Comment
'ost 'enter !=2! Seri&es; 'onsulting
Manufa!turing Area " #rading AreaMaster Data Value ele!tion Comment
'ost 'enter !=0!
!=02!40!
!*0!
5anufa&turing !
5anufa&turing 2K5
Resear&h IDeeloment
2.2 $olesBusiness
$ole
Details A!tivity #ransa!tion
Emlo$ee(Profession
al ser+
SAP/%PRE5P7EE-S
Assignment of thisrole is ne&essar$ for
asi& fun&tionalit$.
Enterrise
'ontroller
SAP/%PR'7/3R7
ER-5
'he& ersion
ali#it$ for&urrent u#get
erio#
SAR)00*=0
'o$ reious
$ear a&tuals
LP9
'o$ reious
$ear u#get
LP9)
3ransfer lanne#
#ere&iation
from assets
SAR)0999!
Set lanner
rofile
LP04
Define user
#efine# lannerrofile
LP=4
Do1nloa# an#loa# &ost
elements toe&el
LP06
Plan statisti&ale$ figures
LP46
Ee&ute lanassessment
LS%
Plan A&&rual'osts
LSA
'o$ A7P toa&tie ersion
LP9)
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
o& A7P an#
a&tie ersion
for lanning
SAR)00*=0
2.% Preliminary teps2.%.1 etting Controlling Area
&se
3he &ontrolling area is to e set efore $ou &arr$ out the first stes in &ontrolling.
8f the &ontrolling area is alrea#$ assigne# in the user arameters (see the
Kui& Gui#e+ this ste is no longer ne&essar$ an# &an e omitte#.
Pro!edure
!. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling → Cost Element Accounting→
Environment→ Set Controlling Area
#ransa!tion !ode 7LLS
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller
(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Planning → Planning
Preparation→ Set Controlling Area
2. 7n the Set Controlling Area s&reen enter Controlling area 1222$
=. Sae ( F5+ $our entr$ as a user arameter.
% Pro!ess 'vervie/ #a0lePro!ess step ,ternal
pro!essreferen!e
Business
!ondition
Business
role
#ransa!tion
!ode
,pe!ted
results
Cost Center
Masters
See 155.03
Create Cost
Center and
Cost CenterGroup
scenario
See 155.03
Create Cost
Center and
Cost CenterGroup
scenario
See 155.03 Create
Cost Center and
Cost Center Group
scenario
Cost centers are
created
Che! VersionValidity forCurrent BudgetPeriod
Enterrise
'ontroller
SAR)00*=0 3he ersion is
u#ate#.
Copy Previous3ear A!tuals or
Enterrise'ontroller
LP9or
3he #ata is &oie#from A&tuals to
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
Pro!ess step ,ternalpro!essreferen!e
Business!ondition
Businessrole
#ransa!tion!ode
,pe!tedresults
Budget LP9) ersion 2.
#ransfer PlannedDepre!iationfrom Assets
Enterrise
'ontroller
SAR)0999! Planne#
#ere&iation for
ne1 assets &an e
a##e# at a &ostelement leel.
Plan #ere&iation
is u#ate# in the
&ost &enter.
et PlannerProfile
Enterrise
'ontroller
LP04 3he &ost elements
are #o1nloa#e#to e&el for
in&ome;eense
u#get.
Do/nload !ostelements to e!elforin!ome"epense0udget
Annuall$
#uring A7P
ro&ess
Enterrise
'ontroller
LP06 ?ile #o1nloa#e#
&orre&tl$
&pdate BudgetValues for )n!omeand ,pense,!luding'perations
Enterrise
'ontroller
/;A 3he &ost &enter
manager u#ates
the E&el
srea#sheet an#e-mails to the &ost
&ontroller.
&pload !ostelements forin!ome andepense e!ludingoperations
Annuall$
#uring A7P
ro&ess
Enterrise
'ontroller
LP06 ?ile uloa#e#
&orre&tl$
Plan tatisti!al4ey figures
Enterrise
'ontroller
LP46 Statisti& e$
figures er &ost
&enters are
aailale for
reorting as#istriution ratio
for assessment
&$&les
Plan Assessment Enterrise
'ontroller
LS% 3he rimar$ &osts
that hae een
manuall$ an#automati&all$
lanne# for
uil#ings an#
lant are assesse#
for the
&orreson#ingre&eier &ost
&enters ase# on
the lanne#
statisti&al e$
figures.
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
Pro!ess step ,ternalpro!essreferen!e
Business!ondition
Businessrole
#ransa!tion!ode
,pe!tedresults
Plan A!!rualCosts
Enterrise
'ontroller
LSA 3he a&&rual &osts
ase# on lanne#
1ages an# otherersonnel &osts
are &al&ulate#.
Confirm -on5'perating CostCenter Budget
/;A /;A 3he /on-
7erating 'ost
'enter %u#get is
&onfirme#.
Final Planning
Steps: Operating
Cost Center
Budget
See 1!"
#anu$acturingCost Center
Planning
scenario
Optional
step% onl&needed i$
production
is active
See 1!"
#anu$acturingCost Center
Planning
scenario
See 1!"
#anu$acturingCost Center
Planning scenario
Planning
manu$acturingcost centers
$inali'ed
6inal planningsteps( Copy A'Pto a!tive version
Annuall$
1hen A7P
has eenfro:en
Enterrise
'ontroller
LP9) Data &oie#
&orre&tl$
6inal planningsteps( 7o! A'Pand a!tive versionfor planning
Annuall$
1hen A7P
has een
fro:en
Enterrise
'ontroller
SAR)00*=0 /o lanning
&hanges ossile
in A7P or a&tie
ersion
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
8 Pro!ess teps
8.1 Cost Center Masters
&se8n this #o&ument $ou &reate a &ost &enter. ou &an #etermine if $ou nee# to &reate a &ost
&enter grou. ou then maintain the assessment &$&le.
SAP %est Pra&ti&es #elier eamle '7 master #ata 1hi&h are &reate# 1iththe installation of the SAP %est Pra&ti&es Pa&age. A &omlete oerie1 &an
e foun# in the #o&ument CO Overvie( #aster )ata 1hi&h is assigne# to the
la$er 0 installation uil#ing lo&s.
Pro!edure
?or this a&tiit$ run the Create Cost Center and Cost Center Group *155.03+
s&enario #o&ument in its entiret$.
8.2 Che!ing Version Validity for Current Budget Period
&se
8n this a&tiit$ $ou &he& ersion ali#it$ for the &urrent u#get erio#.
Pro!edure
!. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting → Controlling → Cost Center Accounting →
Planning → Current Settings → #aintain versions
#ransa!tion !ode SAR)00*=0
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller
(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Period End Closing →
#aintain ,ersion Settings
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
2. Doule-&li& 5aintain Settings of <ersion in 'ontrolling Area.
=. 7n the )etermine -or Area s&reen enter 1000 as the &ontrolling area.
4. 7n the General ,ersion )e$inition s&reen sele&t ersion 0 an# #oule-&li& settings
$or each $iscal &ear. Ensure that the &urrent u#get $ear has integrated planning an#
cop&ing allo(ed sele&te# an# version loced #esele&te#.
*. 8f the &urrent u#get $ear is not sho1n &hoose /e( Entries to a## the $ear.
6. Reeat the aoe stes for ersion ! an# ersion 2.
). 'hoose Save.
$esult
3he ersion is u#ate#.
8.% Copying Previous 3ear A!tuals or Budget
8.%.1 'ption 1( Copying Previous 3ear A!tuals
&se
3his a&tiit$ &oies reious $ear a&tuals as a ase for the Annual 7erational PlanningA7P.
Pro!edure
!. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling → Cost Center Accounting→
Planning→ Planning Aids → Cop& → Cop& Actual to Plan
#ransa!tion !ode LP9
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller
(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Planning → Planning" CostCenters→ Cop& Actual to Plan
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
2. 7n the Cop& Actual to Plan nitial Screen% sele&t All Cost Centers.
=. 8n the 2emplate *Actual+ o enter a erio# an# fis&al $ear. Enter a&tual #ata erio#s
an# fis&al $ear to &o$ from.
4. 8n the 2arget *Plan+ o enter ersion . Also enter a erio# an# fis&al $ear. Enter
u#get #ata erio#s an# fis&al $ear to &o$ to.
*. 8n Actual )ata sele&t All actual data. 8n E4isting Plan )ata sele&t )o not change.
6. 3he 2est un &an e sele&te# as nee#e#. 3hen &hoose E4ecute.
$esult
3he #ata is &oie# from a&tuals to ersion 2.
8t #een#s on the status of the u#get lanning 1hether lanning #ata alrea#$eist in '7 ersion 2. 3he in#i&ator 6)o not ChangeM results in not oer1riting
an# &hanging these #ata. 3his lea#s to error messages in the log 62he planning
record alread& e4ists7. 3his is not an error ut roi#es information that in this&ase lanning #ata are not oer1ritten.
3o #isla$ the reorts use transa&tion &o#e 8S9: or S;A:;<013!33 (menu ath
Accounting→ Controlling → Cost Center Accounting→ n$ormation S&stem →
eports $or Cost Center Accounting
?or L%S, Planning eports → Cost Centers" Planning Overvie(
3he A7P from the reious $ear sulements the a&tual figures.?or SAR)0!=6==, #ore eports→ Cost Centers"
Actual=Plan=,ariance=Previous &ear+
Deen#ing on the timing of the u#get ro&ess there is roal$ aout !0
months of #ata aailale.
8.%.2 'ption 2( Copying Previous 3ear Budget
&se
3his a&tiit$ &oies reious $ear u#get as a ase for the A7P. ou &an also use thissame fun&tionalit$ to &o$ the a#ate# lan #ata from ersion 2 to ersion 0 (haing
erforme# 7tion !+.
Pro!edure
!. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling → Cost Center Accounting→
Planning→ Planning Aids → Cop& Plan to Plan
#ransa!tion !ode LP9)
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Planning → Planning" Cost
Centers → Cop& Planning
2. 7n the Cop& Planning nitial Screen sele&t All Cost Centers.
=. 8n the 2emplate *Plan+ o enter a erio# an# fis&al $ear. Enter a&tual #ata erio#s
an# fis&al $ear to &o$ from.
4. 8n the 2arget *Plan+ o enter . Also enter a erio# an# fis&al $ear. Enter u#get
#ata erio#s an# fis&al $ear to &o$ to.
*. 8n Plan )ata sele&t All Plan data. 8n E4isting Plan )ata sele&t )o not change.
6. 3he 2est un &an e sele&te# as nee#e#. 3hen &hoose E4ecute.
$esult
8t #een#s on the status of the u#get lanning 1hether lanning #ata alrea#$eist in '7 ersion 2. 3he in#i&ator 6)o not ChangeM #oes not oer1rite these
#ata. 3his lea#s to error messages in the log 62he planning record alread&
e4ists7. 3his is not an error ut roi#es information that in this &ase lanning#ata are not oer1ritten.
3he A7P from the reious $ear sulements the a&tual figures.3o generate a reort use transa&tion &o#e KSBL.
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling→ Cost Center Accounting→
Information System→ Planning Reports→ Cost centers: Planning
Overview
#ransa!tion !ode SB4
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → eporting → Cost Centers →
Cost Centers" Planning overvie(
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
8.8 #ransferring Planned Depre!iation from Assets
&se
As the asset a&&ounting #ata ase stores the ee&te# future #ere&iations er erio# er
asset it is ossile to transfer those #ata on the &ost &enters that are assigne# to the assetmaster re&or#s.
Pro!edure
!. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling → Cost Center Accounting→
Planning→ Planning Aids → 2rans$ers →
)epreciation=nterest FAA
#ransa!tion !ode SAR)0999!
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller
(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Planning → Planning" Cost
Centers→ Primar& Cost Planning" )epreciation=nterest
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
2. 7n the Primar& Cost Planning" )epreciation=nterest s&reen enter &oman$ &o#e
1000 an# #ere&iation area 0.
=. 8n On Planning Periods enter fis&al $ear an# erio# (from erio# ! to !2+.
4. 8n On Further Settings $or Planning enter lan ersion an# sele&t Summar&
eport .
*. 3he 2est un &an e sele&te# as nee#e#. 3hen &hoose E4ecute.
$esult
Planne# #ere&iation for ne1 assets &an e a##e# at a &ost element leel. Plan#ere&iation is u#ate# in the &ost &enter.
8.9 etting Planner Profile
&se
%efore starting to enter manuall$ lan #ata 1ith transa&tions or 1ith #o1nloa# fromE&el 1e nee# to se&if$ 1hi&h in# of #ata 1e 1ant to lan (#etail 1ith fie# an#
ariale slit 1hi&h in# of &urren&$N+ an# ia 1hi&h lanning la$-out. 3hatCs 1h$ 1e
nee# to se&if$ a lanner rofile.
Pro!edure
!. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+AP ,CC menu Accounting→ Controlling → Cost Center Accounting→
Planning→ Set Planner Pro$ile
#ransa!tion !ode LP04
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller
(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Planning → Planning
Preparation→ Set Planner Pro$ile
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
2. 7n the Set Planner Pro$ile s&reen enter lanner rofile >9A::;01 an# &hoose Enter.
$esult
Planning la$outs an# settings are #efaulte#.
8.: Do/nloading Cost ,lements to ,!el for )n!ome",penseBudget
&se
3his a&tiit$ #o1nloa#s &ost elements to e&el for in&ome;eense u#get.
Prerequisites
?ollo1ing settings hae to e a##e# onl$ on&e. 8f the file #es&rition alrea#$
eists $ou #o not nee# to reeat the follo1ing stes.
3he file #es&rition is nee#e# for the e&el uloa# of lanning &osts on &ost&enters. 3he file #es&rition nee#s to e sae# searatel$ so that it &an e
a&&esse# in uloa#ing the file. 3his a&tiit$ has to e ee&ute# efore the first
time of lanning. 'he& in the follo1ing stes the &orre&t assignments,
3he lanner rofile %A0! is set (transa&tion LP04+.
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling→ Cost Center Accounting→ Planning
Set Planner Profile#ransa!tion !ode P25
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller
(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Planning → Planning
Preparation→ Set Planner Pro$ile
!. A&&ess the a&tiit$ using one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling → Cost Center Accounting→
Planning→ Current Settings → Create ?ser)e$ined Planner
Pro$iles
#ransa!tion !ode LP=4 (SAR)00**2+
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Planning → Planning
Preparation→ CO #aintain Planner Pro$ile
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
2. 7n the Change ,ie( Planner Pro$iles" Overvie( s&reen sele&t >9A::;01.
=. 'hoose General Controlling.
4. 7n the Change ,ie( General Controlling" Overvie( s&reen sele&t first line Cost
ctrs" Cost element=activit& inputs.
*. 'hoose :a&outs $or controlling.
6. 7n the Change ,ie( :a&outs $or Controlling" Overvie( s&reen sele&t >1101.
). 'hoose )e$ault Parameters.
. 7n the Cost Element=Activit& nput Planning" nitial Screen PreParameteri'ation%
mae the follo1ing entries.
6ield name Des!ription
&ser a!tions and values Comment
Controlling Area 1000,ersion 2
From Period 1
2o Period 12
Fiscal >ear Ou#get $ear
Cost center group O&ost &enter grou for eamle !000
Activit& 2&pe /o inut for
oerhea# &osts
Cost element /o inut if grou is
roi#e#
Cost element
group
Orimar$ &ost element
grou
for eamle !00'E
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
9. 'hoose Save.
!0. 7n the Change ,ie( :a&outs $or Controlling" Overvie( s&reen &hoose Save.
!!. 7n the Change ,ie( :a&outs $or Controlling" Overvie( s&reen sele&t >1101 again.
!2. 'hoose )e$ault Parameters.
!=. 'hoose Over,ie( Screen ( F5+.
!4. 'onfirm ma&ro 1arning 1ith activate macros if this message aears.
!*. 5essage File description 01;1P1;>9A::;01;001>1101 has @een generated is
#isla$e#.
!6. 'hoose Save File )escription.
!). 'hoose Save E4cel :a&out .
!. 'hoose Save.
!9. Kuit the transa&tion.
7n the Change ,ie( :a&outs $or Controlling" Overvie( s&reen $ou ma$ e
ase# Q #een#ing on the s$stems settings Q to &reate a &ustomi:ing or#er.
Pro!edure
!. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling → Cost Center Accounting→
Planning→ Cost and Activit& nputs → Change
#ransa!tion !ode LP06
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller
(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Planning → Planning" Cost
Centers→ Change Cost Element=Activit& nput Planning
2. 7n the Change Cost Element=Activit& nput Planning nitial Screen% mae the
follo1ing entries,
6ield name Des!ription &ser a!tions and values Comment
:a&out Y1-101
,ersion 2
From period 1
2o period 12
Fiscal &ear O%u#get $ear
Cost center
group
O&ost &enter grou for eamle !=0
Activit& 2&pe Ono inut Do not enter in this
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6ield name Des!ription &ser a!tions and values Comment
fiel# (no entries+
Cost element
grp
100_CE
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
=. 3o #isla$ all releant &ost elements sele&t Form 9ased an# &hoose Overvie(.
4. 'onfirm ma&ro 1arning 1ith activate macros if this message aears.
*. Delete last line Cost Element 2otal. 8f ne&essar$ remoe E&el 1orsheet rote&tion
for #eleting these entries.
6. ?rom the menu &hoose File → Save Cop& As an# sae for ea&h &ost &enter. 3he file
name is in the form u#get&&$$$$... 1here && ersion ... &ost
&enter an# $$$$ u#get $ear.
). Sae the file as .&s or .tt.
Rememer to use (net &omination+ arro1s to age an# sae a file for ea&h&ost &enter. Do not use Delete Paste an# Sort fun&tions in E&el. A## ne1
re&or#s at the ottom.
8t #een#s on s&oe 1hi&h &ost &enters shoul# e lanne#.
$esult
3he &ost elements are #o1nloa#e# to e&el for in&ome;eense u#get.
8.; &pdating Budget Values for )n!ome and ,pense,!luding 'perations
&se
3he &ost &enter manager u#ates the E&el srea#sheet an# e-mails to the &ost &ontroller.
Pro!edure
3his is #one outsi#e SAP.
8.< &ploading Cost ,lements for )n!ome and ,pense,!luding 'perations
&se
8n this a&tiit$ $ou uloa# &ost elements for in&ome an# eense e&lu#ing oerations.
Pro!edure
1. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling → Cost Center Accounting→
Planning→ Cost and Activit& nputs → Change
#ransa!tion !ode LP06
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'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Planning → Planning" Cost
Centers→ Change Cost Element=Activit& nput Planning
. 'hoose E4tras→ E4cel Planning→ ?pload.
3. 8mort a single file or a #ire&tor$.
. Sele&t ath of the file on $our P' 1ith file #es&rition 01;1P1;>9A::;01;001>1
101.
5. Provide the #e&imal notation as maintaine# in user settings.
for eamle for S, 1%3%5!.<B.
for eamle for DE,, !.2=4.*6)9
!. 'hoose E4ecute. Rememer to &he& the logs.
$esult
3he file is uloa#e# &orre&tl$.
/e1 lanner rofile nee#s a ne1 file #es&rition.
3o generate a reort use transa&tion &o#e LS%.
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling→ Cost Center Accounting→ Information System→ Planning Reports→ Cost centers: Planning
Overview
#ransa!tion !ode SB4
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller
(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → eporting → Cost Centers →
Cost Centers" Planning overvie(
8.= Plan tatisti!al 4ey 6igures
&se
ou use the statisti&al e$ figures to &al&ulate e$ figures for reorting an# the figures
are also use# as the asis for erio#i& allo&ation.
Pro!edure
!. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+ AP ,CC menu Accounting→ Controlling → Cost Center Accounting→
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
Planning→ Statistical 8e& Figures → Change
#ransa!tion !ode LP46
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Planning → Planning" Cost
Centers → Change Stat. 8e& Figure Plan )ata
2. 7n the Change Statistical 8e& Figure Planning s&reen mae the follo1ing entries,
6ield name Des!ription &ser a!tions andvalues
Comment
,ersion 2 Plan;a&tual ersion
Periods 1 to 12 Jan. to De&.
>ear 'urrent fis&al $ear > ! Plan $ear
Cost center roi#e &ost &enter for eamle !!0!
Statistical e&
$igure
roi#e statisti&al e$
figure
for eamle !002
Entr& ?orm-ase#
=. 'hoose Overvie( Screen *F5+.
4. 7n the 'hange Statisti&al Le$ ?igure Planning, 7erie1 s&reen mae the
follo1ing entries,
6ield name Des!ription &ser a!tions and
values
Comment
Current planvalue
Proi#e lan alue ?or eamle !00
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
*. 'hoose Post *StrgS+.
$esult
3he &ost &enters for 1hi&h $ou hae lanne# one or more statisti&al e$ figures &an no1
sere as re&eiers in the allo&ation &$&les (erio#i& reosting lan #istriution an# lanassessment+.
8.1>,e!uting Plan Assessment
&se
During the automati& se&on#ar$ &ost lanning $ou &an lan se&on#ar$ &osts oth on a
alue asis (as a lan assessment+ an# on a uantit$ asis (1ith in#ire&t a&tiit$allo&ation+.
Assessment is use# to allo&ate rimar$ an# se&on#ar$ &osts. 3he original &ost elementsare &omine# an# allo&ate# to the re&eier &ost &enter in an assessment &ost element.
3he assessment is use# to further allo&ate the &osts of uil#ings an# maintenan&e.
Prerequisites
• A lan assessment &$&le must e #efine# in 'ustomi:ing.
• 3he statisti&al e$ figures use# as the tra&ing fa&tor in the &$&le must e lanne#.
• 3he sen#er &ost &enters must e lanne# 1ith rimar$ &osts.
• ou use &ost elements 1ith &ost element &ategor$ 42 for the lan assessment.
3he follo1ing &$&le has een #efine# for the lan assessment,
Cy!le egment ender CC #ra!ing 6a!tor $e!eiver
P020
Ass. share#fa&ilit$
(lan+ DE
!00
uil#ings Imaintenan&e
&ost
!)*0
%uil#ings an#maintenan&e
for eamle stat.
e$ figure!002(lan+
Area in s. footage
'ost &entergrou !000
Pro!edure
!. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling → Cost Center Accounting→
Planning→
Allocations→
Assessment #ransa!tion !ode LS%
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Planning" Cost Centers →
E4ecute Plan Assessment C&cle $or Cost Centers
2. 7n the E4ecute Plan Assessment s&reen enter the reuire# #ata,
6ield
name
Des!ription &ser a!tions and values Comment
Periods 31o fiel#s 1ith 7ne numer (from ! to 5onth numer (Jan !
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
a ?rom an# 3o
fiel#.
!2+ De&!2+
7nl$ fill out the first
fiel#. Do not enter aalue in the se&on#
fiel#.
>ear 'urrent fis&al $ear > ! Plan $ear
2est run @ ntil the run is error-free
)etailedlists
@
C&cle Y_P020 Ass. share# fa&ilit$(lan+
Ee&ute
$esult
3he rimar$ &osts that hae een manuall$ an# automati&all$ lanne# for uil#ings an#maintenan&e &ost &enters are assesse# for the &orreson#ing re&eier &ost &enters ase#
on the lanne# statisti&al e$ figures.
3o #isla$ the eisting &$&les &hoose E4tras→ C&cle→ )ispla&.
8.11Plan A!!rual Costs
&se
ou shoul# start the lan a&&rual on&e $ou hae &omlete# manual rimar$ &ost
lanning. During this ro&ess oerhea# &ost er&entages are use# to lan a&&rue# &ostsfor the &orreson#ing &ost &enters.
ou #efine an oerhea# er&entage rate for a&&ruing the a##itional emlo$ee enefit
&osts. Referen&e &ost elements are the &osts for 1ages an# salaries. 3he a&&rue# &osts are&re#ite# to an or#er 1ith or#er t$e Accrual Order.
Prerequisites
A &osting sheet 1ith ali# oerhea# rates must e #efine# in 'ustomi:ing. An or#er
seres as the a&&rual oe&t. 3his a&&rual or#er &orreson#s to the a&tual ostings 1hi&henales $ou to &omare an# &ontrast the lan an# a&tual &osts. 3he oerhea# rates are
usuall$ i#enti&al to those for a&tual a&&rual.
A!!rued employee 0enefit !osts '"? rate Base
<a&ation onus ai# Eamle (!0T+ "ages
earl$ onus Eamle (!0T+ "ages an# salaries
7ther laor &osts Eamle (!0T+ "ages an# salaries
<a&ation salaries Eamle (!0T+ Salaries
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
3o &arr$ out the lanne# a&&rual &al&ulation $ou also hae to lan the laor &osts (&ostelements 620!00 to 620=00 an# 6=0000 to 6=0=00+ on all reasonale &ost &enters (from
'ost 'enter Grou !000+ as #es&rie# in se&tion Primar& Cost Planning.3he oerhea# 7;H rates are to e &he&e# an# a#ote# to the in#ii#ual usiness nee#s
in transa&tion LSA. 'hoose E4tras → Settings → Percentage #ethod in the menu.
3hen #oule-&li& the oerhea# rates an# sae.
Pro!edure
!. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling → Cost Center Accounting→
Planning→ Planning Aids → Accrual Calculation
#ransa!tion !ode LSA
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller
(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Planning → Planning" Cost
Centers → Plan Accrual $or Cost Centers
2. Enter the reuire# #ata on the Plan Accrual Calculation $or Cost Centers s&reen.
6ield name Des!ription &ser a!tions andvalues
Comment
Cost center
group
1000 Default German$
,ersion 2 Plan;a&tual ersion
Periods 1 to 12 Jan. to De&.
>ear 'urrent fis&al $ear > ! Plan $ear
2est run @ ntil the run is error-
free
)etailed lists @
Ee&ute
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$esult
7erhea# rates &annot e transorte# an# hae to e maintaine# manuall$ in'ustomi:ing
ou &an use E4tras → Settings → Percentage #ethod to #isla$ the
allo&ation stru&ture.
8.12Confirming -on5'perating Cost Center Budget
'ption A( 8f the #ata is &orre&t ro&ee# to the net ste.
'ption B( 8f the #ata is in&orre&t go a& to re&e#ing lanning stes.
8.1%6inal Planning teps( 'perating Cost Center Budget
&se
3his ste is not nee#e# if ro#u&tion is not a&tiate# (onl$ releant 1ithro#u&tion+.
%efore finali:ing the &ost &enter lanning all &ost &enters are to e lanne#. 8f ro#u&tion(art of lirar$+ is in&lu#e# in s&oe the manufa&turing &ost &enters are to e lanne#
efore ee&uting the follo1ing stes.
3his ste is not nee#e# if ro#u&tion is not in s&oe.
Pro!edure
?or this a&tiit$ run the #anu$acturing Cost Center Planning *1!+ s&enario
#o&ument in its entiret$ using the master #ata from this s&enario #o&ument.
8.186inal Planning teps( Copying A'P to A!tive Version
&se8n this a&tiit$ $ou &o$ A7P (lanning ersion 2+ to a&tie ersion (lanning ersion0+.
Prerequisites
8f manufa&turing &ost &enters are also to e lanne# mae sure that s&enario
#anu$acturing cost center planning *1!+ s&enario is finali:e# efore #oingthis ste.
Pro!edure
!. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
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'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling → Cost Center Accounting→
Planning→ Planning Aids → Cop& Plan to Plan
#ransa!tion !ode LP9)
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller
(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Planning → Planning" Cost
Centers → Cop& Planning
2. 7n the Cop& Planning nitial Screen sele&t All Cost Centers.
=. 8n the 2emplate version enter . 8n Period $rom to Period to enter 1 to 1. 8n fis&al$ear enter the u#get $ear.
4. 8n the 2arget version enter 0. 8n fis&al $ear enter the same as 1hat $ou entere# in the
temlate.
*. 8n Plan )ata sele&t All plan data. 8n E4isting Plan )ata sele&t )o not change.
6. 3he 2est un &an e sele&te# as nee#e#. 3hen &hoose E4ecute.
$esult
3he #ata is &oie# &orre&tl$. 3he lanne# a&tiit$ ri&es of ersion 0 &an e use# for theste Create Fro'en Costing un% E4ecute and #ar as Future Planned Price of s&enario
AOPStandard Cost Calculation *1<+.
<ersion 0 in &ost &enter a&&ounting is the ersion in 1hi&h a&tuals are store#.
3o generate a reort use transa&tion &o#e LS%.
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling→ Cost Center Accounting→
Information System→ Planning Reports→ Cost centers: Planning
Overview
#ransa!tion !ode SB4
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → eporting → Cost Centers →
Cost Centers" Planning overvie(
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
8.197o!ing A'P and A!tive Version for Planning
&se
8n this a&tiit$ $ou lo& A7P (annual oeratie lanning+ an# a&tie ersion for
lanning.
Pro!edure
!. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling → Cost Center Accounting→
Planning→ Current Settings → #aintain ,ersions
#ransa!tion !ode SAR)00*=0
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $oleBusiness role Enterrise 'ontroller
(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Period End Closing → #aintain
,ersion Settings
2. Doule-&li& 5aintain Settings of <ersion in 'ontrolling Area.
=. 8n the )etermine -or Area #ialog o enter 1000 as the &ontrolling area.
4. Sele&t ersion 0 an# #oule-&li& Settings $or each Fiscal >ear.
*. 'hoose version loced for the u#get $ear an# then &hoose Save.
6. Reeat the aoe stes for ersion 2 1hen this ersion is releant for $our s&oe.
7n the Change ,ie( Settings $or Each Fiscal >ear" )etails s&reen $ou ma$
e ase# Q #een#ing on the s$stems settings Q to &reate a &ustomi:ing or#er.
$esult
/o lanning &hanges are ossile in A7P or the a&tie ersion.
9 Appendi
9.1 $eversal of Pro!ess tepsAll stes &annot e reerse#
&pload !ost elements for in!ome and epense e!luding operations
#ransa!tion !ode * AP G&)+ LP06
$eversal, )elete planned costs
#ransa!tion !ode * AP G&)+ LP06 (>shift ?2+ LP90
Business role Enterrise 'ontroller
(SAP/%PR'7/3R7ER-5+Business role menu Overhead Cost Controlling → Planning →
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
Planning" Cost Centers → Change Cost
Element=Activit& nput Planning
Comment LP90 is use# for a #eletion in mass
Plan tatisti!al 4ey figures
#ransa!tion !ode * AP G&)+ LP46
$eversal, )elete plan data
#ransa!tion !ode * AP G&)+ LP46 (>shift ?2+ LP90 LP9!
Business role Enterrise 'ontroller
(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Planning →
Planning" Cost Centers → Change Stat. 8e& Figure
Plan )ata
Comment LP90 an# LP9! are use# for #eletion in mass
Plan Assessment
#ransa!tion !ode * AP G&)+ LS%
$eversal, everse plan assesment
#ransa!tion !ode * AP G&)+ LS% (1ith shift>?+
Business role Enterrise 'ontroller(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Planning →
Planning" Cost Centers → E4ecute Plan Assessment
C&cle $or Cost Centers
Comment Same transa&tion ut 1ith Shift>?
Plan A!!rual Costs
#ransa!tion !ode * AP G&)+ LSA
$eversal, everse plan accrual costs
#ransa!tion !ode * AP G&)+ LSA (1ith ?)+
Business role Enterrise 'ontroller(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Planning →
Planning" Cost Centers → Plan Accrual $or CostCenters
Comment Same transa&tion ut 1ith ?)
9.2 &sed 6ormsNot appica&e$
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Manufa!turing Cost Center Planning
1. Purpose
During the annual u#geting ro&ess the managers of manufa&turing &ost &enters lanthe &osts for arious &ost t$es;elements for their rese&tie &ost &enters. 3he usual
starting oint for #eeloment of these lans is the a&tual #ata for the &urrent;reious$ear.
8n this ro&ess the reious $earCs a&tual eenses for these &ost &enters are &oie# into
an A7P (annual oeratie lanning+ u#get ersion in &ost &enter a&&ounting. As analternatie the reious $earCs u#get #ata &an also e use# as a starting oint for the
eer&ise. 3he #ata in this ersion is #o1nloa#e# into srea#sheets $ ea&h &ost elementan# &ost &enter. 3he rese&tie &ost &enter managers reie1 an# u#ate the u#get
alues a&&or#ing to their reuirements an# lans. 3hen these lans are uloa#e# a&
into the s$stem. 3he lans in the s$stem are reie1e# an# finali:e#.
3he lanne# #ere&iation on fie# assets is transferre# searatel$ to the &ost &enter lanersion. 3he s$stem &al&ulates the lanne# #ere&iation on assets $ &ost &enter ase# onthe asset alues oste# on the &ost &enters. 8n the &ase of &ost &enters haing ma&hiner$
the #ere&iation is lanne# ase# on &ost &enter an# a&tiit$ t$e.
3he resour&e reuirements in the form of lanne# a&tiit$ uantities are transferre# fromSales an# 7erations lanning to the &ost &enters as lanne# a&tiit$ &onsumtion. Plan
re&on&iliation et1een the S7P a&tiit$ reuirements an# manuall$ lanne#reuirements on the oerational &ost &enters is &arrie# out. 7n&e the a&tiit$ uantities
an# u#get amounts are finali:e# lanne# a&tiit$ ri&es are &al&ulate# in the s$stem.
2. Prerequisites
2.1. Master Dataou hae entere# the master #ata reuire# to go through the ro&e#ures of this s&enario.Ensure that the follo1ing s&enario-se&ifi& master #ata eists efore $ou test this
s&enario,A #es&rition of all '7 master #ata &an e foun# in the #o&ument
CO;#aster)ata;Overvie(.4ls .
Common Master Data provided for all Areas
Master Data Value ele!tion Comment'ost 'enter !!0!
!20!
!202
!60!!602
!)0!!)*0
!0!
!90!
?inan&ials an# A#ministrationPur&hasing I Stores !
Pur&hasing I Stores 2
5aretingSales
Plant I 5aintenan&e%uil#ings I Plant 5aintenan&e
7ther in&ome;eense
'ustomer seri&e
'ost 'enter Grou !000 an# all
grousassigne# to
German$
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
Master Data Value ele!tion Comment
grou !000
'ost Elements
ervi!e Area
Master Data Value ele!tion Comment
'ost 'enter !=2! Seri&es; 'onsulting
Manufa!turing Area " #rading Area
Master Data Value ele!tion Comment
'ost 'enter !=0!
!=02!40!
!*0!
5anufa&turing !
5anufa&turing 2K5
Resear&h I
Deeloment
2.2. $oles
&se
3he follo1ing roles must hae alrea#$ een installe# to test this s&enario in the SAP
/et"eaer %usiness 'lient (/"%'+. 3he roles in this %usiness Pro&ess Do&umentationmust e assigne# to the user or users testing this s&enario. ou onl$ nee# these roles if
$ou are using the /"%' interfa&e. ou #o not nee# these roles if $ou are using thestan#ar# SAP G8.
Prerequisites3he usiness roles hae een assigne# to the user 1ho is testing this s&enario.
Business role #e!hni!al name Pro!ess step
Emlo$ee(Professional
ser+
SAP/%PRE5P7EE-S Assignment of this role is ne&essar$for asi& fun&tionalit$.
Enterrise
'ontroller
SAP/%PR'7/3R7E
R-5
3ransfer lanne# a&tiit$
reuirements for ro#u&tion
Plan a&tiit$ ase# on &aa&it$
Plan re&on&iliation
'hange to &al&ulate rates ase# on
&aa&it$A&&et S&he#ule# aor an#
7erhea# A&tiit$ for5anufa&turing 'ost 'enters
Plan #ire&t laor eenses
Plan #ire&t oerhea# eenses
Do1nloa#;loa# &ost elements to
e&el for in&ome;eense u#get
Plan statisti&al e$ figures
Plan assessment
'he& lan a&&rual'onfirm allo&ation of oerations
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
Business role #e!hni!al name Pro!ess step
&ost u#get
A&tiit$ ri&e &al&ulation
'onfirm a&&urate &al&ulation ofri&e
2.%. Preliminary teps
2.%.1. General Cost Center Panning
&se
All /on manufa&turing &ost &enters are lanne#. 3he assessment &$&les are ee&ute#.3he lan ersion is &oie# an# maintaine# (see General 'ost 'enter Planning (!)*+
s&enario+.
Pro!edure
?or this a&tiit$ run the General Cost Center Panning *15+ s&enario
#o&ument in its entiret$.
2.%.2. etting Controlling Area
&se
3he &ontrolling area is to e set efore $ou &arr$ out the first stes in &ontrolling.
8f the &ontrolling area is alrea#$ assigne# in the user arameters (see theKui& Gui#e+ this ste is no longer ne&essar$ an# &an e omitte#.
Pro!edure
!. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling → Cost Element Accounting→
Environment→ Set Controlling Area
#ransa!tion !ode 7LLS'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Planning → Actual Posting
Preparation→ Set Controlling Area
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
2. 7n the Set Controlling Area s&reen enter 'ontrolling area 1 $
=. Sae ( F5+ $our entr$ as a user arameter.
%. Pro!ess 'vervie/ #a0lePro!ess step ,ternal
pro!essreferen!e
Business!ondition
Businessrole
#ransa!tion !ode
,pe!tedresults
Cost Center
Masters
See 155.03
Create Cost
Center and Cost
Center Groupscenario
See 155.03
Create Cost
Center and Cost
Center Groupscenario
See 155.03
Create Cost
Center and
Cost CenterGroup
scenario
Cost centers are
created
SOP through
Long-TermPlanning/Capacity
See 13 D D
SOP through :ong 2erm
Planning2rans$er to
:S=PS=Capacit
&
See 13 D D
SOP through :ong 2erm
Planning2rans$er to
:S=PS=Capacit
&
See 13 D D
SOP through :ong 2erm
Planning2rans$er to
:S=PS=Capac
it&
2he planned
reuirements aretrans$erred to
active version indemand
management.
#ransfer PlannedA!tivity$equirements forProdu!tion
Annuall$
#uring A7P
ro&ess
Enterrise
'ontroller
LSPP
Plan A!tivityBased on
Capa!ity
Annuall$
#uring A7P
ro&ess
Enterrise
'ontroller
LP26 'aa&it$ u#ate#
on &ost &enter
Plan$e!on!iliation
Annuall$
#uring A7Pro&ess
Enterrise
'ontroller
LPS8 S&he#ule#
a&tiit$ a##e# tolan a&tiit$ an#
u#ate# as lan
on the &ost
&enter
Change toCal!ulate $atesBased onCapa!ity*'ptional+
Enterrise
'ontroller
LP26 3he lan is
u#ate# 1ith the&orre&t lan ri&e
in#i&ator.
A!!ept !heduled7a0or and'verhead A!tivityforManufa!turingCost Centers
8f $ou 1ant touse s&he#ule#
a&tiit$ forrate
&al&ulation
$ou nee# to
manuall$
a&&et
s&he#ule#laor an#
oerhea#
a&tiit$ for
manufa&turin
g &ost &enters.
5anual ste 3he s&he#ule#aor an#
7erhea#A&tiit$ for
5anufa&turing
'ost 'enters is
a&&ete#.
Plan Dire!t 7a0or,penses
Annuall$#uring A7P
Enterrise LP06 Plan u#ate#1ith &orre&t lan
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
Pro!ess step ,ternalpro!essreferen!e
Business!ondition
Businessrole
#ransa!tion !ode
,pe!tedresults
ro&ess 'ontroller ri&e in#i&ator.
Plan Dire!t'verhead,penses
Annuall$#uring A7P
ro&ess
Enterrise'ontroller
LP06 <alues foru#get $ &ost
element u#ate#
onmanufa&turing
&ost &enters.
Do/nload Cost,lements to ,!elfor 'perationsCost Budget
Annuall$
#uring A7P
ro&ess
Enterrise
'ontroller
LP06 <alues for
u#get $ &ost
element u#ate#
onmanufa&turing
&ost &enters.
&pdate BudgetValues for'peration CostBudget
Annuall$
#uring A7P
ro&ess
Enterrise
'ontroller
5anual ste Planne# alues
in e&el
&pload Cost,lements for'perations CostBudget
Annuall$
#uring A7P
ro&ess
Enterrise
'ontroller
LP06 #ates sae# in
E&el file
format.
Plan tatisti!al4ey figures
Enterrise
'ontroller
LP46 Statisti& e$
figures er &ost&enters are
aailale for
reorting as
#istriution ratiofor assessment
&$&les
Plan Assessment Enterrise
'ontroller
LS% Assessment of
ualit$ &osts
Che! PlanA!!rualCal!ulation
Annuall$
#uring A7P
ro&ess
Enterrise
'ontroller
LSA A&&ruals are
&al&ulate# for
manufa&turing
&ost &enters.
ConfirmAllo!ation of
'perations CostBudget
Annuall$
#uring A7P
ro&ess
Enterrise
'ontroller
SAR)0!=
6!!
<alues for
u#get $ &ost
element u#ate#
on oerations
&ost &enters.
A!tivity Pri!eCal!ulation
Annuall$#uring A7P
ro&ess
Enterrise'ontroller
LSP8 %u#gete#alan&e of
oerating &ost
&enters is U:eroU
e&ause all &osts
allo&ate# tomanufa&turing
Confirm A!!urateCal!ulation ofPri!e
Annuall$
#uring A7P
ro&ess
Enterrise
'ontroller
SAR)0!=
6!!
3he allo&ation
1as su&&essful.
Standard CostCalculation
See 1<
Standard Cost
Cost
calculation
See 1<
Standard Cost
See 1<
Standard Cost
Correct standard
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
Pro!ess step ,ternalpro!essreferen!e
Business!ondition
Businessrole
#ransa!tion !ode
,pe!tedresults
Calculation
scenario
(ithout
material
mastermaster
update
Calculation
scenario
Calculation
scenario
cost calculation
Final planning
steps
See 15
General Cost
Center Planning
scenario *$inal
planning steps+
See 15
General Cost
Center Planning
scenario *$inal
planning steps+
See 15
General Cost
Center
Planning
scenario *$inal
planningsteps+
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
8. Pro!ess teps
8.1. Cost Center Masters
&se8n this #o&ument $ou &reate a &ost &enter. ou &an #etermine if $ou nee# to &reate a &ost
&enter grou. ou then maintain the assessment &$&le.
SAP %est Pra&ti&es #elier eamle '7 master #ata 1hi&h are &reate# 1iththe installation of the SAP %est Pra&ti&es Pa&age. A &omlete oerie1 &an
e foun# in the #o&ument CO Overvie( #aster )ata 1hi&h is assigne# to the
la$er 0 installation uil#ing lo&s.
Pro!edure
?or this a&tiit$ run the Create Cost Center and Cost Center Group *155.03+
s&enario #o&ument in its entiret$.
8.2. 'P through 7ong5#erm Planning"Capa!ity
&se
After the sales lan is erifie# the sales uantities are transferre# to Sales an# 7eration
Planning (S7P+. 8n S7P a long-term lan is &reate# to mat&h the manufa&ture of arts to
e sol# 1ith the sales uantities. 5aterials reuirements lanning (5RP+ is run in asimulate# mo#e to reie1 lanne# reuirements for all the materials an# resour&es
reuire# to manufa&ture the materials to satisf$ the #eman#. Simulation of 5RP alsoallo1s reie1 of &aa&ities of the lants. 'aa&it$ leeling &an then e &arrie# out to
smooth out the ottlene&s in the &aa&ities.
7n&e the simulate# ersion of the manufa&turing lan is a&&ete# the lanne#reuirements are transferre# to a&tie ersion in #eman# management.
Pro!edure
?or this a&tiit$ run the SOP through :ong 2erm Planning 2rans$er to :S=PS=Capacit& *13+ s&enario #o&ument in its entiret$.
8.%. #ransfer Planned A!tivity $equirements forProdu!tion
&se
8n this a&tiit$ $ou transfer lanne# a&tiit$ reuirements for ro#u&tion.
ou &an transfer the a&tiit$ reuirements #ata &al&ulate# in long-term lanning to 'ost
'enter A&&ounting as lanne# figures. 3he s$stem uses this information to #etermine the
ro#u&tion &osts for ea&h &ost &enter an# for &osting ro#u&ts.
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
3he a&tiit$ uantities are &al&ulate# using the a&tiit$ t$es an# their formulas in the1or &enters. 3he a&tiit$ reuirement uantities &al&ulate# in long-term lanning are
taen into a&&ount 1hen &omaring the a&tiit$ reuirements 1ith the 1or &enterUsaailale a&tiit$. 3he a&tiit$ ri&es of the a&tiit$ t$es are &al&ulate# using the
aailale a&tiit$ an# lanne# &osts. 3he a&tiit$ ri&es are in&lu#e# in ro#u&t &osting.
3he a&tiit$ reuirements of long-term lanning are not automati&all$ u#ate# in &ost&enter a&&ounting. 8nstea# the$ are transferre# to &ost &enter a&&ounting using a searate
fun&tion in long-term lanning after $ou hae a#uste# the lanning results.
Pro!edure
. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling→ Cost Center Accounting→ Planning
→ Planning Ai!s→ "ransfers→ Sc#e!ule! activity SOP$L"P
#ransa!tion !ode SPP
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller
(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Planning → Planning" Cost
Centers→ 2rans$er Planned Activit& euirements $or
Production
9. 7n the "ransfer Planne! Activity Re%uirements for Pro!uction screen mae the follo1ing
entries,
6ield name Des!ription &ser a!tion and values Comment
Plant 1000
,ersion 002 S7P lanningersion
From period 1
2o period 12
Fiscal &ear O%u#get $ear
E4ecute periodadustment
Cost center=
activit& t&pe
!0. 'hoose "ransfer Control .
3his s&reen &an e a&&esse# #ire&tl$ using transa&tion O&IK .
!!. Sele&t the line item &ontaining the reious $ear an# &hoose Copy if the &urrent
u#get $ear is not #isla$e# an# enter the follo1ing,
6ield name Des!ription &ser a!tion and values Comment
CO area 'ontrolling
area
1000
,ersion 2 '7 lanning
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
ersion
Fiscal &ear O7er1rite 1ith &urrentu#get $ear
:ong2erm Planning
Planning scenario 002 S7P lanningersion
!2. (hoose 'nter and then Save.
!=. 'hoose Bac( to go a& to the sele&tion s&reen. 'onfirm the message that aears.
3he "est Run &an e sele&te# as nee#e#. 3hen &hoose ')ecute.
!4. Reeat the aoe stes for other lants.
$esult
3he a&tiit$ reuirements are transferre# from 3P to &ost &enter a&&ounting. 3he
s&he#ule# a&tiit$ is lanne# on the manufa&turing &ost &enters.3o generate a reort use transa&tion &o#e LS%.
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling→ Cost Center Accounting→
Information System→ Planning Reports→ Cost centers: Planning
Overview
#ransa!tion !ode SB4
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → eporting → Cost Centers →
Cost Centers" Planning overvie(
8.8. Plan A!tivity Based on Capa!ity
&se
8n this a&tiit$ $ou lan a&tiit$ ase# on &aa&it$.
PrerequisitePlanner rofile SAP_ALL is set 1ith transa&tion 04.
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling→ Cost Center Accounting→ Planning
Set Planner Profile
#ransa!tion !ode P25
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling→
Planning→
Planning Preparation→ Set Planner Pro$ile
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
Pro!edure
!. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+AP ,CC menu Accounting→ Controlling→ Cost Center Accounting → Planning
→ Activity$Output prices → C#ange
#ransa!tion !ode LP26
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Planning → Planning" Cost
Centers→ Change Activit& 2&pe=Price Planning
2. 7n the C#ange Activity "ype$Price Planning * Initial Screen mae the follo1ing entries,
6ield name Des!ription &ser a!tion and values Comment
,ersion 2 '7 lanning
ersion
From period 1
2o period 12
Fiscal &ear O%u#get $ear
Cost Center
Group
130 5anufa&turing &ost
&enter grou
Activit& 2&pe
Group
YBMF_P00_AT A&tiit$ t$es use#
for manufa&turing
Form@ased
=. 'hoose Overview .
4. Enter the numer of hours &al&ulate# ase# on &aa&it$ in Capacity &olumn.
*. 3he Plan Activity &olumn must e :ero or a &ontingen&$ amount to a#ust s&he#ule#
uantit$.
8f a thir# uantit$ is nee#e# in the usiness it &an e entere# in the Plan Activity &olumn ut then Plan Re&on&iliation ste shoul# not e ee&ute# as
this 1ill a## s&he#ule# uantit$ to the lan uantit$.
6. Euialent numer must e ! for a&tiit$ ! an# lan for the others.
). (hoose Save$
$esult
3he &aa&it$ is u#ate# on &ost &enter.3o generate a reort use transa&tion &o#e SAR)0!=64).
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+AP ,CC menu Accounting→ Controlling→ Cost Center Accounting→
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
Information System→ Reports for Cost Center Accounting &ore
Reports Activity "ypes: Sc#e!ule!$Plan
#ransa!tion !ode SAR)0!=64)
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → eporting → Activit& 2&pes →
Scheduled = Plan *Activit& 2&pes+
8.9. Plan $e!on!iliation
&se
8n this a&tiit$ $ou ee&ute the lan re&on&iliation.
Pro!edure
. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling→ Cost Center Accounting → Planning
→ Planning Ai!s→ Plan Reconciliation
#ransa!tion !ode PS)
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller
(SAP/%PR'7/3R7ER-5+Business role menu Overhead Cost Controlling → Planning → Planning" Cost
Centers→ E4ecute Plan econciliation
9. 7n the ')ecute Plan Reconciliation * Initial Screen mae the follo1ing entries,
6ield name Des!ription &ser a!tion and values Comment
Cost Center group 130 5anufa&turing &ost
&enter grou
,ersion 2 '7 lanning
ersion
From period1
2o period 12
Fiscal &ear O%u#get $ear
)etail lists OSele&t
2est un OSele&t as nee#e#
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
!0. 'hoose ')ecute.
$esult
3he s&he#ule# a&tiit$ is a##e# to lan a&tiit$ an# u#ate# as lan on the &ost &enter.
3he lan a&tiit$ from the &ost &enter (usuall$ 0+ is sho1n as 1ell as the ne1
lan a&tiit$ 1hi&h a##s the s&he#ule# an# the lanne# a&tiit$.3o generate a reort use transa&tion &o#e LS%.
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling→ Cost Center Accounting→
Information System→ Planning Reports→ Cost centers: Planning
Overview
#ransa!tion !ode SB4
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller
(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → eporting → Cost Centers →
Cost Centers" Planning overvie(
8.:. Changing to Cal!ulate $ates Based on Capa!ity*'ptional+
&se
8n the normal flo1 of usiness a&tiit$ rates are &al&ulate# ase# on lan a&tiit$. 8f ausiness 1ants to &al&ulate a&tiit$ rates ase# on &aa&it$ ee&ute this ste.
Prerequisites
3o ee&ute this a&tiit$ go to transa&tion KL+ Basic ,ata ta- Allocation ,efault
values an# enter in the Price in!icator Q Plan price. automatically -ase! on activity fiel#.
3his is an otional ste.
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling→ Cost Center Accounting→ &aster
,ata Activity "ype In!ivi!ual Processing C#ange
#ransa!tion !ode L02
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller
(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → #aster )ata → Activit& 2&pes
→ select corresponding line and press Change.
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
Pro!edure
• A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling→ Cost Center Accounting → Planning
→ Activity$Output prices → C#ange
#ransa!tion !ode P67
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller
(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Planning → Planning" Cost
Centers→ Change Activit& 2&pe=Price Planning
• 7n the C#ange Activity "ype$Price Planning * Initial Screen mae the follo1ingentries,
6ield name Des!ription &ser a!tion and values Comment
,ersion 2 '7 lanning
ersion
From period 1
2o period 12
Fiscal &ear O%u#get $ear
Cost Center
Group
130 5anufa&turing &ost
&enter grou
Activit& 2&peGroup
YBMF_P00_AT
Form@ased
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
• 'hoose Overview .
• 'hange planne! price in!icator &olumn to 2 to &al&ulate the rates ase# in the
Capacity &olumn.
3he &hoi&e of uantit$ use# for the rate &al&ulation is a usiness #e&ision. 8f
the S7P;3P a&&ura&$ is high then this is the logi&al &hoi&e. 8f S7P is a ne1&on&et an# master #ata is ina&&urate then &aa&it$ is a etter &hoi&e.
• (hoose Save.
$esult
3he lan is u#ate# 1ith the &orre&t lan ri&e in#i&ator (to get rate &al&ulate# ase# on
&aa&it$+.
8.;. A!!epting !heduled 7a0or and 'verhead A!tivityfor Manufa!turing Cost Centers
&se
8f $ou 1ant to use s&he#ule# a&tiit$ for rate &al&ulation $ou nee# to manuall$ a&&et
s&he#ule# laor an# oerhea# a&tiit$ for manufa&turing &ost &enters.
8.<. Plan Dire!t 7a0or ,penses
&se8n this a&tiit$ $ou lan #ire&t laor eenses.
Prerequisite
Planner rofile %A02 is set 1ith transa&tion 04.
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling→ Cost Center Accounting→ Planning
Set Planner Profile
#ransa!tion !ode P25
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller
(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Planning → Planning
Preparation→ Set Planner Pro$ile
Pro!edure
). A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling → Cost Center Accounting→ Planning→ Cost and Activit& nputs → Change
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
#ransa!tion !ode LP06
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller
(SAP/%PR'7/3R7ER-5+Business role menu Overhead Cost Controlling → Planning → Planning" Cost
Centers→ Change Cost Element=Activit& nput Planning
. 7n the C#ange Cost 'lement$Activity Input Planning * Initial Screen. ma!e the "oowing
entries,
6ield name Des!ription &ser a!tion and values Comment
,ersion 2 '7 lanning
ersion
From period 1
2o period 12
Fiscal &ear O%u#get $ear
Cost center grp 130 5anufa&turing &ost
&enter grou
Activit& t&pe
grp
YBMF_P00_AT
Cost element
grp
Dire&t laor &ost
elements
for eamle &ost
element grou!!00'E
9. 3o #isla$ all releant &ost elements sele&t /orm Base! an# &hoose Overview .
!0. 8nut lan fie# an# ariale &osts $ &ost element. se the 0e)t com-ination arro1sto lan the net &ost &enter. An# go #o1n a age to fin# the setu a&tiit$.
?ie# an# ariale &osts are al1a$s #ifferent in ea&h usiness. 3he slit
et1een fie# an# ariale here enales a searate rate &al&ulation for fie#
an# ariale 1hi&h in turn results in target reorting &aailities. A &ostelement &an e lanne# as ariale to enale target reorting an# &an e
#isla$e# on a reort un#er fie# &osts.
!!. 'hoose Save.
$esult
Dire&t laor eenses are lanne#.3he alues for u#get $ &ost element are u#ate# on manufa&turing &ost &enters.
3o generate a reort use transa&tion &o#e LS%,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling→ Cost Center Accounting→
Information System→ Planning Reports→ Cost centers: Planning
Overview
#ransa!tion !ode SB4
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → eporting → Cost Centers →
Cost Centers" Planning overvie(
8.=. Plan Dire!t 'verhead ,penses
&se
8n this a&tiit$ $ou lan #ire&t oerhea# eenses.
Prerequisite
Planner rofile %A02 is set 1ith transa&tion 04.
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+AP ,CC menu Accounting→ Controlling→ Cost Center Accounting→ Planning
Set Planner Profile
#ransa!tion !ode P25
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Planning → Planning
Preparation→ Set Planner Pro$ile
Pro!edure
). A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling → Cost Center Accounting→
Planning→ Cost and Activit& nputs → Change
#ransa!tion !ode LP06
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Planning → Planning" Cost
Centers→ Change Cost Element=Activit& nput Planning
. 7n the C#ange Cost 'lement$Activity Input Planning * Initial Screen. ma!e the "oowing
entries,
6ield name Des!ription
&ser a!tion and values Comment
,ersion 2 '7 lanning ersion
From period1
2o period 12
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
Fiscal &ear O%u#get $ear
Cost center grp 130 5anufa&turing &ost&enter grou
Activit& t&pe grp YBMF_P00_AT
Cost element grp Dire&t oerhea#
eenses
for eamle &ost
element grou!)00'E
9. 3o #isla$ all releant &ost elements sele&t Form 9ased an# &hoose Overvie(.
!0. 8nut lan fie# an# ariale &osts $ &ost element. se the /e4t com@ination arro1s
to lan the net &ost &enter. An# go #o1n a age to fin# the setu a&tiit$.
!!. 'hoose Save.
!2. Reeat stes !-* for all other oerhea# &ost element grous to e lanne# as #ire&t
oerhea# &osts.
$esult
3he alues for u#get $ &ost element are u#ate# on manufa&turing &ost &enters.
3his t$e of lanning lins &ost elements se&ifi&all$ to an a&tiit$.
3o generate a reort use transa&tion &o#e LS%,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling→ Cost Center Accounting→
Information System→ Planning Reports→ Cost centers: Planning
Overview
#ransa!tion !ode SB4
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → eporting → Cost Centers →
Cost Centers" Planning overvie(
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
8.1>. Do/nloading Cost ,lements to ,!el for)n!ome",pense Budget
&se
8n this a&tiit$ $ou #o1nloa# &ost elements to e&el for oerations &ost u#get.
Prerequisites
3his &ustomi:ing setting has to e a##e# onl$ on&e.
3he follo1ing stes are onl$ reuire# the first time 1hen starting the
lanning ro&ess. 8f a file #es&rition is alrea#$ assigne# the stes shoul# notreeate# again.
3he file #es&rition is nee#e# for the e&el uloa# of lanning &osts on &ost
&enters. 3he file #es&rition nee#s to e sae# searatel$ so that it &an e
a&&esse# in uloa#ing the file. 3his a&tiit$ has to e ee&ute# efore the firsttime of lanning. 'he& in the follo1ing stes the &orre&t assignments,
3he lanner rofile %A0! is set (transa&tion LP04+.
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling→ Cost Center Accounting→ Planning
Set Planner Profile
#ransa!tion !odeP25
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Planning → Planning
Preparation→ Set Planner Pro$ile
=. A&&ess the a&tiit$ using one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Controlling → Cost Center Accounting→ Planning → #anual Planning→ )e$ine ?ser)e$ined Planner Pro$iles
#ransa!tion !ode LP=4 (SAR)00**2+
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Planning → Planning
Preparation→ CO #aintain Planner Pro$ile
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
4. 7n the Change ,ie( Planner Pro$iles" Overvie( s&reen sele&t >9A::;01.
*. 'hoose General Controlling.
6. 7n the Change ,ie( General Controlling" Overvie( s&reen sele&t first line Cost
ctrs" Cost element=activit& inputs.
). 'hoose :a&outs $or controlling.
. 7n the Change ,ie( :a&outs $or Controlling" Overvie( s&reen sele&t >1101.
9. 'hoose )e$ault Parameters.
!0. 7n the Cost Element=Activit& nput Planning" nit.Screen PreParameteri'. s&reen
mae the follo1ing entries,
6ield name Des!ription
&ser a!tions andvalues
Comment
Controlling Area 1000,ersion 2 '7 lanning ersion
From Period 1
2o Period 12
Fiscal >ear Ou#get $ear
Cost center group O&ost &enter grou for eamle !000
Activit& 2&pe /o inut for oerhea#
&osts
Cost element
group
Orimar$ &ost element
grou
for eamle !00'E
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
!!. 'hoose Save.
!2. 7n the Change ,ie( :a&outs $or Controlling" Overvie( s&reen &hoose Save.
!=. 7n the Change ,ie( :a&outs $or Controlling" Overvie( s&reen sele&t >1101 again.
!4. 'hoose )e$ault Parameters.
!*. 'hoose Over,ie( Screen ( F5+.
!6. 'onfirm ma&ro 1arning if this message aears.
!). 'onfirm message File description 01;1P1;>9A::;01;001>1101 has @een
generated.
!. 'hoose Save File )escription.
!9. 'hoose Save E4cel :a&out .
20. 'hoose Save.
2!. Kuit the transa&tion.
7n the Change ,ie( :a&outs $or Controlling" Overvie( s&reen $ou ma$ e
ase# Q #een#ing on the s$stems settings Q to &reate a &ustomi:ing or#er.
Pro!edure
). A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling → Cost Center Accounting→
Planning→ Cost and Activit& nputs → Change
#ransa!tion !ode LP06
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller
(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Planning → Planning" Cost
Centers→ Change Cost Element=Activit& nput Planning
. Sele&t lanning la$out >1101.
9. 7n the Change Cost Element=Activit& nput Planning nitial Screen% mae the
follo1ing entries,
6ield name Des!ription
&ser a!tion and values Comment
a$out Y1-101
,ersion 2 '7 lanning
ersion
From period 12o period 12
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
Fiscal &ear O%u#get $ear
Cost center group O&ost &enter grou for eamle !=0
Activit& 2&pe @no input Do not enter in
this fiel# (noentries+
Cost element grp for eamle 100_CE All rimar$ &osts
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
!0. 3o #isla$ all releant &ost elements sele&t Form 9ased an# &hoose Overvie(.
!!. 'onfirm ma&ro 1arning 1ith activate macros if this message aears.
!2. Delete last line Cost Element 2otal. 8f ne&essar$ remoe E&el 1orsheet rote&tion
for #eleting these entries.
!=. ?rom the menu &hoose File → Save Cop& As an# sae for ea&h &ost &enter. 3he file
name is in the form u#get&&$$$$... 1here && ersion ... &ost
&enter an# $$$$ u#get $ear.
!4. Sae the file as .&s or .tt.
Rememer to use (net &omination+ arro1s to age an# sae a file for ea&h&ost &enter. Do not use Delete Paste an# Sort fun&tions in E&el. A## ne1
re&or#s at the ottom.
8t #een#s on s&oe that &ost &enters shoul# e lanne#.
$esult
3he file 1ith the &ost elements to e lanne# is #o1nloa#e# &orre&tl$ an# is e-maile# to
the &ost &enter manager.
8.11. &pdating Budget Values for 'peration Cost Budget3he &ost &enter manager u#ates the E&el srea#sheet an# e-mails to the Enterrise'ontroller.
Do not use Delete Paste an# Sort fun&tions in E&el. A## ne1 re&or#s at the
ottom. se "ools→ Protection→ nprotect S#eet to allo1 &hanges an# #elete
totals line efore saing as a 3A% #elimite# tt file 1ith the same name. se
"ools→ Protection→ Protect S#eet to reent errors.
8.12. &ploading Cost ,lements for )n!ome and ,pense,!luding 'perations
&se
8n this a&tiit$ $ou uloa# &ost elements for in&ome an# eense e&lu#ing oerations.
Pro!edure
6. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling → Cost Center Accounting→
Planning→ Cost and Activit& nputs → Change
#ransa!tion !ode LP06
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Planning → Planning" Cost
Centers→ Change Cost Element=Activit& nput Planning
). 'hoose E4tras→ E4cel Planning→ ?pload.
. 8mort a single file or a #ire&tor$.
9. Sele&t ath of the file on $our P' 1ith file #es&rition 01;1P1;>9A::;01;001>1
101 an# #e&imal notation 1%3%5!.<B.
!0. 'hoose E4ecute. Rememer to &he& the logs.
$esult3he alues for u#get $ &ost element are on oerations &ost &enters.
/e1 lanner rofile nee#s a ne1 file #es&rition.
3o generate a reort use transa&tion &o#e LS%,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling→ Cost Center Accounting→
Information System→ Planning Reports→ Cost centers: Planning
Overview
#ransa!tion !ode SB4
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → eporting → Cost Centers →
Cost Centers" Planning overvie(
8.1%. Plan tatisti!al 4ey 6igures
&seou use the statisti&al e$ figures to &al&ulate e$ figures for reorting an# the figuresare also use# as the asis for erio#i& allo&ation.
Pro!edure
1. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling → Cost Center Accounting→
Planning→ Statistical 8e& Figures → Change
#ransa!tion !ode LP46
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Planning → Planning" Cost
Centers → Change Stat. 8e& Figure Plan )ata
. Enter the ne&essar$ #ata on the Change Statistical 8e& Figure Planning s&reen.
6ield name Des!ription &ser a!tions andvalues
Comment
,ersion 2 Plan;a&tual ersion
Periods 1 to 12 Jan. to De&.
>ear Ou#get $ear Plan $ear
Cost center an$ Eamle !=0!
Statistical e&
$igure
an$ Eamle !002
Entr& ?orm-ase#
3. 'hoose Overvie( Screen *F5+.
. 7n the Change Statistical 8e& Figure Planning" Overvie( s&reen mae the
follo1ing entries,
6ield name Des!ription &ser a!tions andvalues
Comment
Current planvalue
Proi#e lan alue ?or eamle !00
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
5. 'hoose Post.
$esult
3he &ost &enters for 1hi&h $ou hae lanne# one or more statisti&al e$ figures &an no1
sere as re&eiers in the allo&ation &$&les (erio#i& reosting lan #istriution an# lanassessment+.
8.18. Plan Assessment
8.18.1. Che!ing Plan Assessment( Buildings and Maintenan!e Costs
&se
During the automati& se&on#ar$ &ost lanning $ou &an lan se&on#ar$ &osts oth on a
alue asis (as a lan assessment+ an# on a uantit$ asis (1ith in#ire&t a&tiit$
allo&ation+.Assessment is use# to allo&ate rimar$ an# se&on#ar$ &osts. 3he original &ost elements
are &omine# an# allo&ate# to the re&eier &ost &enter in an assessment &ost element.3he assessment is use# to further allo&ate the &osts of uil#ings an# maintenan&e. 8n this
ro&ess ste the assessments &an e &he&e#.
Prerequisite
Assessments of uil#ings an# maintenan&e &osts are ee&ute# for all &ost
&enters an# are not se&ifi& for manufa&turing &ost &enters. 3herefore the$ arealrea#$ in&lu#e# in another s&enario 1hi&h refers to the general art of &ost
&enter lanning (see !)*, General 'ost 'enter Planning+. suall$ theassessments are #one in one ste so no further se&ifi& a&tiities are reuire#
here.
3his ro&ess ste is a##e# so that the assessment to manufa&turing &ost &enters &an e&he&e#. ou &an fin# further #etails in General Cost Center Planning *15+ *Step" Plan
Assessment+ s&enario.
Pro!edure
. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling → Cost Center Accounting→
Planning→ Allocations → Assessment
#ransa!tion !ode LS%
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller
(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Planning → Planning" Cost
Centers → E4ecute Plan Assessment C&cle $or Cost Centers
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
<. ?rom the menu &hoose Go2o→ Processed to )ate.
B. 7n the Plan Assessment Overvie(" nitial Screen enter the reuire# #ata,
6ield name Des!ription &ser a!tions and
values
Comment
Periods 7ne numer (from ! to!2+
5onth numer (Jan !De&!2+
Fiscal &ear Ou#get $ear
Ee&ute
10. Sele&t the suseuent lines $ #oule-&li&ing for the reort anal$sis.
$esult
5aintenan&e an# uil#ing &osts are settle# to the &ost &enters.
3o #isla$ the eisting &$&les &hoose E4tras→ C&cle→ )ispla&.
8.18.2. ,e!uting Plan Assessment( uality Costs
&se
Kualit$ &osts are &olle&te# on &ost &enter !40!. 3he$ are to e assesse# to themanufa&turing &ost &enters. 3he later lanne# a&tiit$ t$e ri&es in&lu#e the ualit$
&osts.
Prerequisites
6 A lan assessment &$&le must e #efine# in &ustomi:ing.
) 3he assessment is ase# on fie# er&entages. 3he same transa&tion su &an e
use# to a#ot the er&entages to &ustomer se&ifi& reuirements.3he follo1ing &$&le has een #efine# for the lan assessment,
Cy!le egment ender CC $e!eiver $e!eiver #ra!ing6a!tor
P0!0Assessmen
t Kualit$&ost (lan+
!00Kualit$ &osts
for oerations
!40!K5 'ost &enter
grou !=0
Eamle,!=0!, *0T
!=02, *0T!=2!, 0 T
Pro!edure
*. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling → Cost Center Accounting→
Planning→ Allocations → Assessment
#ransa!tion !ode LS%
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller
(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Planning → Planning" Cost
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
Centers→ E4ecute Plan Assessment C&cle $or Cost Centers
6. 7n the E4ecute Plan Assessment s&reen enter the reuire# #ata,
6ield name Des!ription &ser a!tions and values Comment
Periods 7ne numer (from ! to !2+ 5onth numer (Jan !De&!2+
7nl$ fill out the firstfiel#. Do not enter a
alue in the se&on# fiel#.
>ear Ou#get $ear
2est run ntil the run is error-free
)etailed lists
C&cle Y_P010 Assessment Kualit$ &ost(lan+
Ee&ute
$esult
3he ualit$ &osts are settle# to the manufa&turing &ost &enters.
3o #isla$ the eisting &$&les &hoose E4tras→ C&cle→ )ispla&.
:.1. Che!ing Plan A!!rual Cal!ulation
&se
ou shoul# start the lan a&&rual on&e $ou hae &omlete# manual rimar$ &ostlanning. During this ro&ess oerhea# &ost er&entages are use# to lan a&&rue# &osts
for the &orreson#ing &ost &enters.ou #efine an oerhea# er&entage rate for a&&ruing the a##itional emlo$ee enefit&osts. Referen&e &ost elements are the &osts for 1ages an# salaries. 3he a&&rue# &osts are
&re#ite# to an or#er 1ith or#er t$e Accrual Order.8n this ro&ess ste the a&&rue# &osts &an e &he&e#.
Prerequisites
3he a&&rual &al&ulation of lanne# &osts is ee&ute# for all &ost &enters an#
not se&ifi& for manufa&turing &ost &enters. 3herefore the$ are alrea#$
in&lu#e# in another s&enario 1hi&h refers to the general art of &ost &enterlanning. suall$ the a&&rual &al&ulation is #one in one ste so no furtherse&ifi& a&tiities are reuire# here.
3his ro&ess ste is a##e# so that the a&&rue# &osts &an e &he&e#. ou &an fin# further
#etails in General Cost Center Planning *15+ *Step" Plan Accrual Calculation+s&enario.
Pro!edure
!. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling → Cost Center Accounting→
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
Planning→ Planning Aids → Accrual Calculation
#ransa!tion !ode LSA
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Planning → Planning" Cost
Centers → Plan Accrual $or Cost Centers
2. Enter the reuire# #ata on the Plan Accrual Calculation $or Cost Centers s&reen.
6ield name Des!ription
&ser a!tions and values Comment
Cost centergroup
5anufa&turing &ost &entergrou
for eamle !=0(oerations+
,ersion 2 Plan;a&tual ersion
Periods 1 to 12 Jan. to De&.
>ear Ou#get $ear
2est run @ ntil the run is error-free
)etailed
lists
@
Ee&ute
=. Sele&t /e4t :ist :evel.
4. se reort Plan Accrual Calculation $or Cost Centers for further anal$sis.
$esult
7erhea# rates &annot e transorte# an# hae to e maintaine# manuall$ in
&ustomi:ing
ou &an use E4tras → Settings → Percentage #ethod to #isla$ the
allo&ation stru&ture.
:.2. Confirming Allo!ation of 'perations Cost Budget
&se
8n this a&tiit$ $ou &onfirm allo&ation of oerations &ost u#get.
Pro!edure
!. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling→ Cost Center Accounting → Information
System→ Plan Actual Comparisons→ Cost centers:
Actual$Plan$2ariance#ransa!tion !ode SAR)0!=6!!
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → eporting → Cost Centers →
Cost Centers" Actual=Plan=,ariance2. 7n the Cost Centers 3 Actual$Plan$2ariance * Selection screen. ma!e the "oowing entries,
6ield name Des!ription &ser a!tions andvalues
Comment
Controlling
area
1000
Fiscal &ear O%u#get $ear
From period 1
2o period 12
Plan ,ersion 2
Cost centergrp
'ost &entergrou
130 5anufa&turing &ost&enters
Cost elem.Grp
'ost elementgrou
for eamle !0'E(&osts %est Pra&ti&es+
=. 'hoose ')ecute. 'onfirm the total &ost &enter lan to see that the uloa# 1ore# an#
the &osts loo goo#.
$esult
3he oerating u#get in the s$stem is &onfirme# to e ali#.
'ption A( 8f the #ata is &orre&t ro&ee# to the net ste.
'ption B( 8f the #ata is in&orre&t go a& to re&e#ing lanning stes.
:.%. A!tivity Pri!e Cal!ulation
&se
8n this a&tiit$ $ou &al&ulate the a&tiit$ ri&e.
Pro!edure
=. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling→ Cost Center Accounting → Planning
→ Allocations→ Price Calculation
#ransa!tion !ode SP)
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller
(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Planning → Planning" Cost
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
Centers → E4ecute Plan Price Calculation
4. 7n the ')ecute Plan Price Calculation 3 Initial Screen. ma!e the "oowing entries8
6ield name Des!ription &ser a!tions andvalues
Comment
Cost CenterGroup
130 5anufa&turing &ost&enter grou
,ersion 2 '7 lan ersion
From period 1
2o period 12
Fiscal &ear O%u#get $ear
2est un
)etail :ists
*. (hoose ')ecute.
$esult3he a&tiit$ ri&es are &al&ulate#.3o generate a reort use transa&tion &o#e LS%,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling→ Cost Center Accounting→
Information System→ Planning Reports→ Cost centers: Planning
Overview
#ransa!tion !ode SB4
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → eporting → Cost Centers →
Cost Centers" Planning overvie(
:.8. Confirming A!!urate Cal!ulation of Pri!e
&se
8n this a&tiit$ $ou &onfirm the a&&urate &al&ulation of ri&e.
Pro!edure
!. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling→ Cost Center Accounting → Information
System→ Plan Actual Comparisons→ Cost centers:
Actual$Plan$2ariance
#ransa!tion !ode SAR)0!=6!!
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $oleBusiness role Enterrise 'ontroller
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → eporting → Cost Centers →
Cost Centers" Actual=Plan=,ariance
2. 7n the Cost Centers 3 Actual$Plan$2ariance * Selection screen. ma!e the "oowing entries,
6ield name Des!ription &ser a!tions andvalues
Comment
Controlling
area
1000
Fiscal &ear O%u#get $ear
From period 1
2o period 12
Plan ,ersion 2
Cost centergrp
'ost &entergrou
130 5anufa&turing &ost&enters
Cost elem.Grp
'ost elementgrou
for eamle !0'E(&osts %est Pra&ti&es+
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
=. 'hoose ')ecute. ?rom the left si#e naigation se&tion &hoose the &ost &enter $ou
1ant to anal$:e.
4. Doule-&li& the a&tiit$ t$e $ou 1ant to anal$:e in the sele&te# &ost &enter an#
sele&t the reort Cost centers" Planning overvie(.
*. 3he lanning oerie1 reort sho1s the lanne# &osts an# uantities for the &ost
&enter;a&tiit$. 3o get the lanne# ri&e &hoose )ispla& Activit& Price.
6. Re#o the &he& for all &ost &enter;a&tiit$ t$e &ominations.
$esult
3he a&tiit$ ri&es are &he&e# an# agree# on.
'ption A( 8f the rates are &orre&t ro&ee# to the net ste.'ption B( 8f the #ata is in&orre&t go a& to re&e#ing lanning stes.
:.9. tandard Cost Cal!ulation
&se
Annuall$ the stan#ar# &osts for ro#u&ts are u#ate# as art of the annual oerations
lanning (A7P+. 3his is ne&essar$ to refle&t the &hanges in the ri&es of ur&hase# arts&hange in laor an# oerhea# &osts an# &hange in ills of materials an# oerations
nee#e# to manufa&ture the semi-finishe# an# finishe# goo#s.
7n&e the lanne# ri&es for ur&hase# arts are u#ate# an# lanne# a&tiit$ ri&es are&al&ulate# a &osting run is #one to &al&ulate the stan#ar# lanne# ri&es of the materials.
3he &al&ulate# stan#ar#s are reie1e# for a&&ura&$ an# the resonsile ersons areinforme# of an$ &orre&tions that are reuire# to e ma#e. 7n&e the &al&ulations are
a&&etale the ri&es are u#ate# as future lanne# &osts in the rese&tie materialmaster re&or#s.
7n&e the &urrent $ear is &lose# the mare# &ost estimates are release#. 3his results in a
realuation of eisting inentor$ to the ne1 stan#ar# ri&es.
Pro!edure
?or this a&tiit$ run the Standard Cost Calculation *1<+ s&enario #o&ument
in its entiret$ using the master #ata from this s&enario #o&ument.
:.:. 6inal Planning teps
&se
5anufa&turing &ost &enter lanning is one art of &ost &enter lanning. After this
s&enario the &ost &enter lanning has to e finali:e#. Planning #ata are to e transferre#
to '7-PA (if '7-PA is a&tiate#+ the lanning ersion is to e transferre# to the a&tualersion an# ersions are to e lo&e#.
Pro!edure
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
9or this activity, run the 4eneral Cost Center Planning 5 167 8 scenario document, chapter/inal Planning Steps$
;. AppendiReversa o" Process Steps A steps cannot &e reversed
original tep
original tep-ame
original#ransa!tion Code
$eversaltep -ame
$eversal#ransa!tionCode
$eversal($emars
4.= 3ransfer
lanne# a&tiit$reuirements for
ro#u&tion
LSPP S&he#ule#
a&tiit$S7P;3P
LSPP 'hoose
3ransfer
→ Reset
General Deletelanne#&osts
LP90
General Deletelanne# #ata
LP9!
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
)nternal $D 'rder Planning
<. Purpose
<arious internal roe&ts &onsume resour&es an# in&ur &osts or eenses. 3hese roe&tsare usuall$ un#ertaen for future #eeloment of ro#u&ts. 3he ro#u&t lines are
generall$ #eterminale for su&h roe&ts. 3he &osts of these roe&ts nee# to e tra&e#for arious uroses su&h as &ost &ontrol return on inestment &al&ulations ta
reorting an# so on.
3his ro&ess maes use of SAPCs internal or#er fun&tionalit$ to tra& &osts an# status.?or eer$ roe&t un#ertaen an internal or#er is &reate# using the RID or#er t$e
(!00+. 'ost lanning is &arrie# out on this or#er. "hen the roe&t is aroe# theor#er is release#. 'osts in&urre# for the roe&t &an then e oste# on the or#er.
Perio#i&all$ the &osts &olle&te# on the or#er are settle# to the assigne# RID &ost &enter
or to '7-PA (if '7-PA is a&tiate#+. "hen the roe&t is &omlete an# full$ settle# the
or#er is then &lose# $ setting the aroriate status.
=. Prerequisites
=.1. Master Dataou hae entere# the master #ata reuire# to go through the ro&e#ures of this s&enario.Ensure that the follo1ing s&enario-se&ifi& master #ata eists efore $ou test this
s&enario,
ervi!e/ot releant
Manufa!turing " #rading
Master Data Value ele!tion Comment
'ost 'enter !*0! RID &ost &enter
8nternal 7r#ers 8nternal or#er t$e !00(Resear&h an#
Deeloment+
5aterials an$ 5aterials nee#e# for RID
roe&t
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
=.2. $oles
&se
3he follo1ing roles must hae alrea#$ een installe# to test this s&enario in the SAP
/et"eaer %usiness 'lient (/"%'+. 3he roles in this %usiness Pro&ess Do&umentationmust e assigne# to the user or users testing this s&enario. ou onl$ nee# these roles if$ou are using the /"%' interfa&e. ou #o not nee# these roles if $ou are using the
stan#ar# SAP G8.
Prerequisites
3he usiness roles hae een assigne# to the user 1ho is testing this s&enario.
Business role #e!hni!al name Pro!ess step
Emlo$ee
(Professional ser+
SAP/%PRE5P7EE-S Assignment of this role is
ne&essar$ for asi&fun&tionalit$.
Enterrise'ontroller
SAP/%PR'7/3R7ER-5
LP04 Set Planner Profile
Enterrise'ontroller
SAP/%PR'7/3R7ER-5
LP?6 Plan 'osts for RID or#er
Enterrise'ontroller
SAP/%PR'7/3R7ER-5
L7SR8S37R 'he&settlement rules
Enterrise'ontroller
SAP/%PR'7/3R7ER-5
L79G Ee&ute Settlement oflanne# &osts for RID or#er
Enterrise'ontroller
SAP/%PR'7/3R7ER-5
SAR)0!299= 'onfirm'orre&t Settlement
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
=.%. Preliminary teps
=.%.1. General Cost Center Planning
?or the full lanning integration &$&le in&lu#ing the RID internal or#ers lanning on
&ost &enters is a reliminar$ ste.
Pro!edure
?or this a&tiit$ run the General Cost Center Planning *15+ s&enario#o&ument in its entiret$ using the master #ata from this s&enario #o&ument.
=.%.2. etting Controlling Area
&se
3he &ontrolling area is to e set efore $ou &arr$ out the first stes in &ontrolling.
8f the &ontrolling area is alrea#$ assigne# in the user arameters (see the
Kui& Gui#e+ this ste is no longer ne&essar$ an# &an e omitte#.
Pro!edure
20. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling → Cost Element Accounting→
Environment→ Set Controlling Area
#ransa!tion !ode 7LLS
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller
(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Planning → Planning
Preparation→ Set Controlling Area
2!. 7n the Set Controlling Area s&reen enter Controlling area 1222$
22. Sae ( F5+ $our entr$ as a user arameter.
1>. Pro!ess 'vervie/ #a0lePro!ess step ,ternal
pro!essreferen!e
Business!ondition
Businessrole
#ransa!tion!ode
,pe!tedresults
Create RID8nternal
7r#er
See155.1
Create
internalorder
)eterminene( orders
needed $or
)@udget and
See155.1
Create
nternalorder
See 155.1Create nternal
order scenario
nternalorder is
created
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
Pro!ess step ,ternalpro!essreferen!e
Business!ondition
Businessrole
#ransa!tion!ode
,pe!tedresults
scenario (hich
productline (ill @eused $or
settlement
scenario
et PlannerProfile
Enterrise'ontroller
LP04
Plan !ostsfor $Dorder
Annuall$
#uringlanning
ro&ess
Enterrise
'ontroller
LP?6 7r#er lan
u#ate#
Che!ettlement$ules
Annuall$
#uring
lanningro&ess
Enterrise
'ontroller
%SR4)S:%R Settlement
rules are
maintaine#
,e!uteettlementof planned!osts for$D order
Annuall$#uring
lanning
ro&ess
Enterrise'ontroller
L79G 'ostsSettle# to
''A or to
'7-PA
ConfirmCorre!tettlement
Annuall$#uring
lanning
ro&ess
Enterrise'ontroller
SAR)0!299=
Plan alan&eshoul# e
:ero.
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
11. Pro!ess teps
11.1. Creating $D )nternal 'rder
&se8n this a&tiit$ $ou &reate an internal RID internal or#er. 5ae sure that a resonsile
&ost &enter is assigne# (nee#e# for RID or#er settlement+.
3he RID internal or#er has to e release#.
Pro!edure
?or this a&tiit$ run the (reate R;D )nterna %rder -!**.!2+ s&enario
#o&ument. Determine ne1 or#ers nee#e# for RID u#get an# 1hi&h ro#u&tlines are use# for settlement.
,ample
'rder #ype Company Code
$esp.CC#$
6un!tional Area Comment
!00 (RIDor#er+
!000 !*0! %*0 (onl$ iffun&tional areas eist
5aintain settlement rulesas #es&rie# in !**.!2
11.2. etting Planner Profile
&se
Deen#ing on the anning reuirement a lanner rofile is to e set.
Pro!edure
!*. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling → nternal Orders → Planning →
Set Planner Pro$ile
#ransa!tion !ode LP04
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller
(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Planning → Planning
Preparation→ Set Planner Pro$ile
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
!6. 7n the Set Planner Pro$ile s&reen enter lanner rofile SAPA:: an# &hoose Enter.
$esult
Planning la$outs an# settings are #efaulte#.
11.%. Plan Costs for $D 'rder
&se
8n this a&tiit$ $ou lan &osts for R I D roe&t.
Pro!edure
6. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling→ Internal Or!ers→ Planning→ Cost
an! Activity Inputs→ C#ange
#ransa!tion !ode P97
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller
(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Planning → Planning" nternal
Orders → Change CElem=Activit& nput Planning
). 7n the "ransfer Planne! Activity Re%uirements for Pro!uction screen mae the follo1ing
entries,
6ield name Des!ription
&ser a!tion and values Comment
,ersion 2 Annual lanning
ersion
From period 1
2o period 12
Fiscal &ear O%u#get $ear
Order Group RD
Cost element
group
for eamle &ost
element grou !00'E Form9ased @
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
. 'hoose Overview . Plan the alues $ &ost element an# &hoose Save.
Rememer to use 0e)t com-ination arro1s to lan all of the or#ers in or#ergrou RD.
$esult
3he or#er lan is u#ate#.3o &he& the lanne# #ata use transa&tion &o#e LA%.
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting Controlling Internal Or!ers Information System Reports for Internal Or!ers Planning Reports Or!erPlanning Overview
#ransa!tion !ode AB4
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → eporting → Orders →
Orders" Planning eport
,ample
'rder Cost ,lement #otal Plan Costs #otal PlanConsumption
7r#er numer &reate#(for eamle !00000+
600000 !0000
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
11.8. ettlement $D )nternal 'rder
&se
After finishing the lanning of RID roe&t the lanne# &osts are settle#.
11.8.1. Che!ing ettlement $ules
&se
Settlement of RID internal or#ers #een#s on the use of '7-PA (rofitailit$ anal$sis+.
8f '7-PA is a&tiate# the &osts shoul# e settle# #ire&tl$ to '7-PA. 8f '7-PA is not
aailale the &osts are settle# to the resonsile RID &ost &enter.Sin&e oth otions are roi#e# 1ith %est Pra&ti&es ('7-PA is otional+ the settlement
#een#s on the a&tiation of '7-PA. 3he settlement rules are roi#e# 1ith installation(automati&all$+.
7tion !, '7-PA is not a&tiate#
RID or#ers are settle# to the RID &ost &enter.7tion 2, '7-PA is a&tiate#
RID or#ers are settle# to '7-PA (alue fiel# RID &osts+
8. 'ption 1( ettlement $ule /ith Cost Center
&se
3he internal RID or#er is settle# to the RID &ost &enter !*0!
'7-PA is not a&tiate#.Do not ee&ute this ste if '7-PA is a&tiate#.
Pro!edure
11. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling → nternal Orders → #aster )ata
→ Order #anager
#ransa!tion !ode %25
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → #aster )ata → nternal
Orders → Order #anager
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
1. 7n the C#ange Or!er: Initial Screen. sele&t $our or#er 1ith or#er t$e !00 for
eamle 100000.
13. 'hoose Continue *Enter+.
1. Disla$ the or#er $ #oule-&li&ing. A resonsile &ost &enter shoul# e assigne# to
the internal or#er (see ta age assignments+
15. 'hoose Settlement ule. 3hen sele&t Plan settlement .
1!. 3he Select Plan ,ersion #ialog o aears. Enter the <ersion 2 (Plan <ersion,
A7P+.
1. 7n the &aintain Settlement Rule: Overview s&reen mae the follo1ing entries,
6ield name Des!ription &ser a!tion and values Comment
7ine 1(Cat A&&ount
Assignment
&ategor$
CTR
Settlement
eceiver
An$ &ost &enter for eamle !*0!
(RID &ost &enter+
H 100
Settlement
t&pe
PER
/o. Distriution rule
numer
1
1<. 'hoose Goto → Settlement Parameters.
1B. 7n the &aintain Settlement Rule: Parameters s&reen mae the follo1ing entries,
6ield name Des!ription &ser a!tion and values Comment
Settlement
pro$ile
YB00R1 RID 8nternal 7r#er
Settlement
Allocation
structure
YR RID 7r#ers
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
0. 'hoose Save.
1. 'hoose Release to release the or#er.
$esult
3he settlement rules are assigne#.
9. 'ption 2( ettlement $ule /ith C'5PA
&se
3he internal RID or#er is settle# to '7-PA alue fiel#.
Pro#u&t;Pro#u&t line must e maintaine# in the settlement rule of the or#er to ensure&orre&t allo&ation to rofitailit$ anal$sis
Prerequisite
'7-PA is a&tiate#.Do not ee&ute this ste if '7-PA is not a&tiate#.
"ith &reation of internal or#ers settlement rules are automati&all$ a##e#.
Delete these lines if the$ relate to &ost &enters an# the internal or#er shoul#e settle# to '7-PA.
Pro!edure
4. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+AP ,CC menu Accounting→ Controlling → nternal Orders → #aster )ata
→ Order #anager
#ransa!tion !ode %25
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller
(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → #aster )ata → nternal
Orders→ Order #anager
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
*. 8n the C#ange Or!er: Initial Screen. sele&t $our or#er 1ith or#er t$e !00 for eamle
100000.
6. 'hoose Continue *Enter+.
). Disla$ the or#er $ #oule-&li&ing. A resonsile &ost &enter shoul# e assigne# to
the internal or#er (see ta assignments+
. 'hoose Settlement ule. 3hen sele&t Plan settlement .
9. 3he Select Plan ,ersion #ialog o aears. Enter the <ersion 2 (Plan <ersion,
A7P+.
!0. 7n the &aintain Settlement Rule: Overview s&reen mae the follo1ing entries,
6ield name Des!ription &ser a!tion and values Comment
7ine 1(Cat A&&ount Assignment
&ategor$
PSG
Settlement
eceiver
Assigne# to rof.
segment
H 100
Settlementt&pe
PER
/o. Distriution rulenumer
1
7ine 2(
Cat A&&ount Assignment
&ategor$
PSG
Settlement
eceiver
Assigne# to rof.
segment
H 100
!!. 'hoose Enter.
!2. 7n the Assignment to a pro$ita@ilit& segment s&reen enter the &hara&teristi&s 1hi&h
&an e assigne# to the internal or#er. ?or eamle enter rofit &enter %!!0 an#
ro#u&t grou (Pro#Hier0!-!+ 0000!%000!0000000!. 'hoose &ontinue.
!=. 'hoose Goto → Settlement Parameters.
!4. 7n the #aintain Settlement ule" Parameters s&reen mae the follo1ing entries,
6ield name Des!ription &ser a!tion and values Comment
Settlement pro$ile
YB00R1 RID 8nternal 7r#erSettlement
Allocationstructure
YR RID 7r#ers
PA trans$er
structure
YR RID Pro#u&t ine
Settlement
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
!*. 'hoose Save an# go a& to the master #ata maintenan&e s&reen.
!6. 7n the Change nternal Order" #aster )ata s&reen go to Control )ata ta age an#
&he& the status of the internal or#er. 'hoose elease to release the or#er if the
internal or#er #oes not $et hae the s$stem status RE.
!). 'hoose Save.
$esult
3he settlement rules are assigne#.
:. 7ist of ettlement $ules for 'rders
Pro!edure
=. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling → nternal Orders → #aster )ata
→ Special Functions → Collective Processing → Collective
)ispla&→ Settlement ules
#ransa!tion !ode %SR4)S:%R
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller
(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Planning → Planning Preparation→ nternal Orders" Coll. )ispl. Settu
4. 7n the List of Settlement for Or!ers s&reen mae the follo1ing entries,
6ield name Des!ription &ser a!tion and values Comment
Selectionvariant
YBLMF_RD Resear&h an#Deeloment
Settlement pro$ile
YB00R1 RID 8nternal 7r#erSettlement
*. (hoose ')ecute.
11.8.2. ,e!uting ettlement $D 'rder
Pro!edure
A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling → nternal Orders → Planning →
Allocations→ Settlement → Collective Processing
#ransa!tion !ode L79G
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Planning → Planning" nternal
Orders → Planned Settlement" nternal Orders
9 7n the C#ange Activity "ype$Price Planning * Initial Screen mae the follo1ing
entries,
6ield name Des!ription &ser a!tion and values Comment
Selection
variant
YBLMF_RD or#er t$e !00
&oman$ &o#e !000
,ersion 2
Period ?rom 'urrent erio#
3o 'urrent erio#
Fiscal >ear O%u#get $ear
9acground Processing
Sele&te#
2est un Desele&te#
)etail list Sele&te#
!0 'hoose ')ecute.
$esult
3he lan alan&e in the alan&e# erio# must e :ero. 8f the lan alue for this or#er
grou is not :ero go a& an# &he& the settlement.
3o generate the reort use transa&tion &o#e LA%.'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting Controlling Internal Or!ers Information System Reports for Internal Or!ers Planning Reports Or!erPlanning Overview
#ransa!tion !ode AB4
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller
(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → eporting → Orders →
Orders" Planning eport
11.8.%. Confirming Corre!t ettlement
&se
8n this a&tiit$ $ou &onfirm &orre&t settlement of RID or#ers.
Pro!edure
4. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling→ Cost Center Accounting →
Information System→ Reports for Internal Or!ers→ Plan Actual
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
Comparisons → Or!ers: Actual$Plan$2ariance
#ransa!tion !ode SAR)0!299=
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → eporting → Orders →
Orders" Actual=Plan=,ariance *nternal Orders+
*. 7n the Cost Centers 3 Actual$Plan$2ariance * Selection screen. ma!e the "oowing entries,
6ield name Des!ription &ser a!tion and values Comment
Controlling area 1000
Fiscal &ear O%u#get $ear
From period 1
2o period 12
Plan ,ersion 2
Order Group RD
6. 'hoose ')ecute.
$esult
3he lan alan&e in the alan&e# erio# must e :ero. 8f the lan alue for this or#er
grou is not :ero go a& an# &he& the settlement.
12. Appendi
12.1. $eversal of Pro!ess teps8n the follo1ing se&tion $ou &an fin# the most &ommon reersal stes 1hi&h $ou &an
tae to reerse some of the a&tiities #es&rie# in this #o&ument.
Plan !osts for $D proe!t
#ransa!tion !ode * APG&)+
LP?6
$eversal, )elete plan data
#ransa!tion !ode * AP
G&)+
LP?6 (>shift ?2+
Business role Enterrise 'ontroller
(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Planning → Planning"
nternal Orders→ Change CElem=Activit& nput
Planning
Comment LP90 an# LP9! are use# for #eletion in mass
ettlement of planned !osts for $D proe!t
#ransa!tion !ode * AP
G&)+
L79G
$eversal, Plan Settlement nternal Orders
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
#ransa!tion !ode * APG&)+
L09G
Business role Enterrise 'ontroller
(SAP/%PR'7/3R7ER-5+
Business role menuOverhead Cost Controlling
→
Planning→
Planning" nternal Orders→ Planned Settlement" nternal
Orders
Comment Same transa&tion ut 1ith ?) (Reset+
12.2. &sed 6orms/o forms ali&ale.
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
18.2. $oles
&se
3he follo1ing roles must hae alrea#$ een installe# to test this s&enario in the SAP
/et"eaer %usiness 'lient (/"%'+. 3he roles in this %usiness Pro&ess Do&umentationmust e assigne# to the user or users testing this s&enario. ou onl$ nee# these roles if$ou are using the /"%' interfa&e. ou #o not nee# these roles if $ou are using the
stan#ar# SAP G8.
Prerequisites
3he usiness roles hae een assigne# to the user 1ho is testing this s&enario.
Business role #e!hni!al name Pro!ess step
Emlo$ee
(Professional ser+
SAP/%PRE5P7EE-S Assignment of this role is
ne&essar$ for asi&fun&tionalit$.
Enterrise'ontroller
SAP/%PR'7/3R7ER-5
Set lanner rofile
Enterrise'ontroller
SAP/%PR'7/3R7ER-5
'ost element lanning forinternal or#ers
Enterrise'ontroller
SAP/%PR'7/3R7ER-5
%u#geting
Enterrise'ontroller
SAP/%PR'7/3R7ER-5
'he& settlement rule
Enterrise'ontroller
SAP/%PR'7/3R7ER-5
ist settlement rules for or#ers
Enterrise'ontroller
SAP/%PR'7/3R7ER-5
Ee&ute settlement
Enterrise'ontroller
SAP/%PR'7/3R7ER-5
(on"irm correct settement
Enterrise'ontroller
SAP/%PR'7/3R7ER-5
(on"irm &udget
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
18.%. Preliminary teps
18.%.1. General Cost Center Planning
?or the full lanning integration &$&le in&lu#ing the mareting an# oerhea# internal
or#ers lanning on &ost &enters is a reliminar$ ste.
Pro!edure
?or this a&tiit$ run the General Cost Center Planning *15+ s&enario#o&ument in its entiret$ using the master #ata from this s&enario #o&ument.
18.%.2. etting Controlling Area
&se
3he &ontrolling area is to e set efore $ou &arr$ out the first stes in &ontrolling.
8f the &ontrolling area is alrea#$ assigne# in the user arameters (see the
Kui& Gui#e+ this ste is no longer ne&essar$ an# &an e omitte#.
Pro!edure
• A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling → Cost Element Accounting→
Environment→ Set Controlling Area
#ransa!tion !ode 7LLS
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Planning → Actual Posting
Preparation→ Set Controlling Area
• 7n the Set Controlling Area s&reen enter 'ontrolling area 1 $
• Sae ( F5+ $our entr$ as a user arameter.
19. Pro!ess 'vervie/ #a0lePro!ess step ,ternal
pro!essreferen!e
Business!ondition
Businessrole
#ransa!tion!ode
,pe!tedresults
'reate8nternal 7r#erand statisti!al
order
See 8nternal
7r#er
(!**.!2+
s&enario
Determine ne1
or#ers nee#e#
for mareting
u#get.
Determine ne1or#ers nee#e#
See 8nternal
7r#er
(!**.!2+
s&enario
See 8nternal 7r#er
(!**.!2+ s&enario
8nternal or#er is
&reate#
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
Pro!ess step ,ternalpro!essreferen!e
Business!ondition
Businessrole
#ransa!tion!ode
,pe!tedresults
for oerhea#
&ost roe&ts.
et plannerprofile
Enterrise
&ontroller
LP04
Cost ,lementPlanning for)nternal 'rders
Annuall$ #uringlanning
ro&ess
Enterrise&ontroller
LP?6 7r#er lanu#ate#
Budgeting Annuall$ #uring
lanning
ro&ess
Enterrise
&ontroller
L722 3he u#get for
internal or#ers is
allo&ate#
Che! settlementrules
Annuall$ #uringlanning ro&ess
Enterrise
'ontroller
%SR4)S:%R Settlement rulesare maintaine#
,e!uteettlement ofother overheadinternal orders
Settlement of
lanne# &osts
Enterrise
&ontroller
L79E Settlement to
resonsile &ost&enter. /o
settlement of
mareting
statisti&al or#er.
Confirm Corre!tettlement
Annuall$ #uring
lanning ro&ess
Enterrise
&ontroller
SAR)0!299= Plan alan&e
shoul# e :ero.
Confirm 0udget Enterrise
&ontroller
SAR)0!=0!9 %u#get &he&e#
1:. Pro!ess teps
1:.1. Creating )nternal 'rder
&se
8n this a&tiit$ $ou &reate a statisti&al or#er for mareting &osts an# an internal or#er forother oerhea# &osts.
3he resonsile &ost &enter is to e assigne# to the internal or#er.
Pro!edure
?or this a&tiit$ run the nternal Order *155.1+ s&enario #o&ument.
?or internal or#er t$e mareting on 'ontrol #ata ta age mar the Statistical Order an# enter !60! in the Actual posted CCtr fiel#.
,ample
'rder
type
$esponsi0le Cost
Center
tatisti!a
l order
A!tual posted
!ost !enter
Des!ription
400 1721 Sele&t !60! for eamle 8nternal
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
(statisti&al
or#er+
7r#er, 5areting
020 Any cost center(for example 1101)
no /o entr$ for eamle 7erhea#
'osts
1:.2. etting Planner Profile
&se
Deen#ing on the anning reuirement a lanner rofile is to e set.
Pro!edure
6. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling → nternal Orders → Planning →
Set Planner Pro$ile#ransa!tion !ode LP04
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller
(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Planning → Planning
Preparation→ Set Planner Pro$ile
). 7n the Set Planner Pro$ile s&reen enter lanner rofile SAPA:: an# &hoose Enter.
$esult
Planning la$outs an# settings are #efaulte#.
1:.%. Cost ,lement Planning for )nternal 'rders
&se
8n this a&tiit$ $ou lan &osts for internal roe&ts.
Pro!edure
22. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting Controlling Internal Or!ers Planning Costan! Activity Inputs C#ange
#ransa!tion !ode P97
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller
(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Planning → Planning" nternal
Orders → Change CElem=Activit& nput Planning
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
2=. 7n the Planning Cost 'lements$Activity Input C#ange 3 Initial Screen. ma!e the "oowing
entries,
6ield name Des!ription
&ser a!tion and values Comment
:a&out 1-401 'ost element lanning,ersion 2 Plan <ersion, 'hange 2
From period 1
2o period 12
Fiscal &ear O%u#get $ear
Order Group MKT, OVH 7r#er grous for
mareting (5L3+ an#oerhea# &osts (7<H+
Cost elementgroup
100_CE Primar$ &osts
Form9asedSeected
24. 'hoose Overview 5/78. Plan the alues $ &ost element an# &hoose Save.
$esult
'hange# #ata has een oste#.
3o &he& the lanne# #ata a&&ess the transa&tion &hoosing one of the follo1ingnaigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting Controlling Internal Or!ers Information System Reports for Internal Or!ers Planning Reports Or!erPlanning Overview
#ransa!tion !ode LA%
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller
(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → eporting → Orders →
Orders" Planning eport
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
1:.8. Budgeting
&se
3he u#get is the aroe# &ost stru&ture for an internal or#er or an or#er grou.
Prerequisites
ou &an allo&ate u#gets 1ith status is at least Opened. 8f $ou 1ant to reent the
allo&ation of u#gets 1ith status Opened $ou must #efine a user status (refer to online#o&umentation for more information+.
Pro!edure
!). A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling → nternal Orders → 9udgeting
→ Original 9udget → Change
#ransa!tion !ode L722
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller
(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Planning → Planning" nternal
Orders → Change Order 9udget
!. 7n the C#ange Original Bu!get: Initial Screen mae the follo1ing entries,
6ield name Des!ription &ser a!tion and values CommentOrder 7r#er numer
Currenc& 'urren&$ for u#geting
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
!9. 'hoose Enter.
20. Enter the reuire# #ata in the 7riginal %u#get &olumn for $our or#er for 7erall an#
the 'urrent ?is&al ear.
2!. 'hoose Save.
$esult
3he u#get 1as allo&ate# for internal or#er.
1:.9. ettlement )nternal 'rder
&se
8nternal mareting or#ers are not settle#. 3he$ &ontain statisti&al alues onl$.After finishing the internal roe&t the internal or#er is &lose# an# the &osts are settle#.
3he settlement is a erio#i& a&tiit$ 1hi&h is usuall$ ee&ute# for all or#ers to e settle#.Statisti&al or#ers &an not e settle#.
3he &osts of other oerhea# internal or#ers are settle# to the resonsile &ost &enterassigne#.
3he #ifferent re&eier otions are maintaine# in the &onfiguration. 3he resonsile &ost
&enter is assigne# to the internal or#er.
1:.9.1. Che!ing ettlement $ules
&se3he internal oerhea# or#er is settle# to the assigne# resonsile &ost &enter.
Pro!edure
!2. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling → nternal Orders → #aster )ata
→ Order #anager
#ransa!tion !ode %25
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller
(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → #aster )ata → nternal
Orders → Order #anager
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
!=. 7n the Order #anager s&reen sele&t the or#er. 'hoose Order (see left si#e of the
s&reen se&tion Find @&+ an# enter the or#er numer.
Alternatiel$ sele&t the or#er $ or#er t$e (for eamle or#er t$e 020 an# or#er
numer 20000+.
!4. 'hoose Continue *Enter+.
!*. Disla$ the or#er $ #oule-&li&ing. A resonsile &ost &enter shoul# e assigne# to
the internal or#er (see ta assignments+
!6. 'hoose Settlement ule. 3hen sele&t Plan settlement .
!). 3he Select Plan ,ersion #ialog o aears. Enter the <ersion (Plan <ersion,
A7P+.
!. 7n the &aintain Settlement Rule: Overview s&reen mae the follo1ing entries,
6ield name Des!ription &ser a!tion and values Comment
7ine 1(
Cat A&&ount Assignment
&ategor$
CTR
Settlement
eceiver
An$ &ost &enter for eamle !!0!
(?inan&e an#A#ministration+
H 100
Settlement
t&pe
PER
/o. Distriution rule
numer
1
!9. 'hoose Goto → Settlement Parameters.
20. 7n the &aintain Settlement Rule: Parameters s&reen mae the follo1ing entries,
6ield name Des!ription &ser a!tion and values Comment
Settlement
pro$ile
YB0020 7erhea# &osts
Allocation
structure
Y1 '7 allo&ation
stru&ture
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
2!. 'hoose Save.
22. 'hoose Edit → Release to release the or#er.
8f the or#er is alrea#$ release# this fun&tion &an not e ee&ute#. 3his ste is not
releant in this &ase.
$esult
3he settlement rules are assigne#.
1:.9.2. 7ist of ettlement $ules for 'rders
Pro!edure
!. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling → nternal Orders → #aster )ata
→ Special Functions → Collective Processing → Collective
)ispla&→ Settlement ules
#ransa!tion !ode L7SR8S37R
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Planning → Planning
Preparation→ nternal Orders" Coll. )ispl. Settu
2. 7n the List of Settlement for Or!ers s&reen mae the follo1ing entries,
6ield name Des!ription &ser a!tion and values Comment
Selection variant YBLMF_OVH 7erhea# &osts
Settlement pro$ile YB0020 8nternal or#er foroerhea# &osts -
settlement
=. (hoose ')ecute.
1:.9.%. ,e!uting ettlement )nternal 'rder
Pro!edure
. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling → nternal Orders → Planning →
Allocations→ Settlement → Collective Processing
#ransa!tion !ode L79G
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller
(SAP/%PR'7/3R7ER-5+Business role menu Overhead Cost Controlling → Planning → Planning" nternal
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
Orders → Planned Settlement" nternal Orders
3. 7n the Planne! Settlement: Internal Or!ers s&reen mae the follo1ing entries,
6ield name Des!ription &ser a!tion and values Comment
Selectionvariant
YBLMF_OVH Sele&tion ariant foror#er t$es are
roi#e# 1ith SAP%est Pra&ti&es
,ersion 2
Period settlement erio#
Fiscal >ear &urrent $ear
Processing
2&pe
1 Auto!t"#
9acground
Processing
Sele&te#
2est un Desele&te# )etail list Sele&te#
. 'hoose ')ecute.
$esult
ettlement for internal orders /ith order type mareting costs(
Settlement is not allo1e#V
ettlement for internal orders /ith order type o!erhead costs(
De0ited A!!ounts Credited A!!ounts7r#er Settlement 1ith resonsile &ost
&enter as assigne# in internal or#er
7r#er Settlement 1ith 7erhea#
8nternal 7r#er(s+
1:.:. $eporting
1:.:.1. Confirming Corre!t ettlement
&se
8n this a&tiit$ $ou &onfirm &orre&t settlement of oerhea# &ost or#ers.
Pro!edure
). A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling→ Cost Center Accounting→
Information System→ Reports for Internal Or!ers → Plan Actual
Comparisons → Or!ers: Actual$Plan$2ariance
#ransa!tion !ode SAR)0!299=
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → eporting → Orders →
Orders" Actual=Plan=,ariances
. 7n the Cost Centers 3 Actual$Plan$2ariance * Selection screen. ma!e the "oowing entries,
6ield name Des!ription &ser a!tion and values Comment
Controllingarea
1000
Fiscal &ear %u#get $ear
From period 1
2o period 12
Plan ,ersion 2
Order Group OVH
9. 'hoose ')ecute.
$esult
3he lan alan&e in the alan&e# erio# must e :ero. 8f the lan alue for this or#ergrou is not :ero go a& an# &he& the settlement.
1:.:.2. Confirming Budget
Pro!edure
!. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting
Controlling
Internal Or!ers
Information System Reports for Internal Or!ers &ore Reports ListBu!get$Actual$Commitments
#ransa!tion !ode S:A4R:<=21321>
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller
(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → eporting → Orders →
Orders" :ist" 9udget=Actual=Commitments
2. 7n the Bu!get$Actual$Commitments: Selection s&reen mae the follo1ing entries,
6ield name Des!ription &ser a!tion and values Comment
Controlling
Area
1000
Order Group or#er grou mareting
(5L3+
7ror#er grou oerhea#s
(7<H+
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=. 'hoose E4ecute.
$esulthe &udget to interna orders is assigned and chec!ed$
1;. Appendi
1;.1. $eversal of Pro!ess teps8n the follo1ing se&tion $ou &an fin# the most &ommon reersal stes 1hi&h $ou &antae to reerse some of the a&tiities #es&rie# in this #o&ument.
Plan !osts for $D proe!t
#ransa!tion !ode * APG&)+
LP?6
$eversal, )elete plan data#ransa!tion !ode * APG&)+
LP?6 (>shift ?2+
Business role Enterrise 'ontroller
(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Planning → Planning"
nternal Orders→ Change CElem=Activit& nput
Planning
Comment LP90 an# LP9! are use# for #eletion in mass
Overhead Cost Controlling → Planning → Planning"
Cost Centers → )elete Planned CostsOverhead Cost Controlling → Planning → Planning"
Cost Centers → )elete Planned Costs
ettlement of planned !osts for $D proe!t
#ransa!tion !ode * APG&)+
L79G
$eversal, Plan Settlement nternal Orders
#ransa!tion !ode * APG&)+
L79G
Business role Enterrise 'ontroller
(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Planning → Planning"
nternal Orders→ Planned Settlement" nternal
Orders
Comment Same transa&tion ut 1ith ?) (Reset+
1;.2. &sed 6orms/o forms ali&ale.
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
)nternal 'rder $D A!tual
1<. Purpose
<arious internal roe&ts &onsume resour&es an# in&ur &osts or eenses. 3hese roe&tsare usuall$ un#ertaen for future #eeloment of ro#u&ts. 3he ro#u&t lines are
generall$ #eterminale for su&h roe&ts. 3he &osts of these roe&ts nee# to e tra&e#for arious uroses su&h as &ost &ontrol return on inestment &al&ulations ta
reorting an# so on.
3his ro&ess maes use of SAPCs internal or#er fun&tionalit$ to tra& &osts an# status.?or eer$ roe&t un#ertaen an internal or#er is &reate# using the RID or#er t$e
(!00+. 'ost lanning is &arrie# out on this or#er. "hen the roe&t is aroe# theor#er is release#. 'osts in&urre# for the roe&t &an then e oste# on the or#er.
Perio#i&all$ the &osts &olle&te# on the or#er are settle# to the assigne# RID &ost &enter
or to '7-PA (if '7-PA is a&tiate#+. "hen the roe&t is &omlete an# full$ settle# the
or#er is then &lose# $ setting the aroriate status.
1=. Prerequisites8nternal 7r#er (87+ 1ith the releant or#er t$e !00 has een &reate# an# release# forostings.
3he settlement rofile has een &reate# to enale the settlement to releant '7 7e&ts.
3he settlement is ase# on the usiness logi& roi#e# at the time of imlementation.5oement t$e 96! an# reersal 962 are &reate# to #istinguish non-manufa&turing
&onsumtion from manufa&turing &onsumtion a&&ounts. %aseline Pa&age #oes notin&ororate internal allo&ation of laor an# oerhea# to internal roe&ts.
Postings &an onl$ e ma#e in a&&ounting erio#s oen for osting. Postings in materials
management &an onl$ e ma#e in &urrent an# reious erio#. 3hese must e in s$n&h1ith oen a&&ounting erio#s.
8nternal or#er must e release# efore osting &an e ma#e to it.
1=.1. Master Dataou hae entere# the master #ata reuire# to go through the ro&e#ures of this s&enario.
Ensure that the follo1ing s&enario-se&ifi& master #ata eists efore $ou test this
s&enario,
ervi!e/ot releant
Manufa!turing " #rading
Master Data Value ele!tion Comment
'ost 'enter !*0! RID &ost &enter
8nternal 7r#ers 8nternal or#er t$e
!00 (Resear&h an#
Deeloment+
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1=.2. $oles
&se
3he follo1ing roles must hae alrea#$ een installe# to test this s&enario in the SAP
/et1eaer %usiness 'lient (/"%'+. 3he roles in this %usiness Pro&ess Do&umentationmust e assigne# to the user or users testing this s&enario. ou onl$ nee# these roles if$ou are using the /"%' interfa&e. ou #o not nee# these roles if $ou are using the
stan#ar# SAP G8.
Prerequisites
3he usiness roles hae een assigne# to the user 1ho is testing this s&enario.
Business role #e!hni!al name Pro!ess step
Emlo$ee
(Professionalser+
SAP/%PRE5P7EE-S Assignment of this role is
ne&essar$ for asi&fun&tionalit$.
"arehouse'ler
SAP/%PR"AREH7SE'ERL-S
Post Goo#s 8ssue to RIDinternal or#er
Enterrise'ontroller
SAP/%PR'7/3R7ER-5 'he& settlement rules
Ee&ute settlement RID
internal or#er
'onfirm &orre&t settlement
1=.%. Preliminary teps
1=.%.1. etting Controlling Area
&se
3he &ontrolling area is to e set efore $ou &arr$ out the first stes in &ontrolling.
8f the &ontrolling area is alrea#$ assigne# in the user arameters (see the
Kui& Gui#e+ this ste is no longer ne&essar$ an# &an e omitte#.
Pro!edure
5. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+AP ,CC menu Accounting→ Controlling → Cost Element
Accounting→ Environment→ Set Controlling Area
#ransa!tion !ode 7LLS
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Actual Postings →
Actual Posting Preparation
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
!. 7n the Set Controlling Area s&reen enter Controlling area 1222$
. Sae $our entr$ as a user arameter.
2>. Pro!ess 'vervie/ #a0lePro!ess step ,ternal
pro!essreferen!e
Business!ondition
Businessrole
#rans5a!tion!ode
,pe!tedresults
Create "#$
%nternal Order
See 155.1
Create nternal
order
scenario
See 155.1
Create nternal order
scenario
See 155.1 Create
nternal orderscenario
nternal order is
created
Consuma&lePurchasing
See 1B"
Consuma@le
Purchasingscenario
#aterial to @e
purchased
See 1B"
Consuma@le
Purchasingscenario
See 1B"
Consuma@le
Purchasingscenario
Purchased
material posted
to ) order
Post Goods )ssueto $D )nternal'rder
5aterial is
reuire# from
inentor$. Post
a goo#s issue
to the RIDinternal or#er.
"arehouse
&ler
58G7G8 Goo#s issue
material is
oste#.
ettlement order 7r#er is to e
settle# (erio#
en# &losing+
Enterrise'ontroller
L7G Settlement
re&eier
#een#s from
a&tiation '7-PA
Confirm !orre!tsettlement
7r#er is to e
settle# (erio#
en# &losing+
Enterrise'ontroller
SAR)0!299= A&tual alan&e
shoul# e :ero.
$eporting Enterrise
'ontroller
L7SR8S37R
21. Pro!ess teps
21.1. Creating $D )nternal 'rder
&se
8n this a&tiit$ $ou 1ill &reate an internal RID internal or#er. 5ae sure that aresonsile &ost &enter is assigne# (nee#e# for RID or#er settlement+.
3he RID internal or#er has to e release#.
Pro!edure
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3o ee&ute this a&tiit$ run the Create Internal Or!er * 17791+8 s&enario using
the master #ata from this #o&ument.
,ample'rder #ype Compan
y Code$esp.CC#$
6un!tional Area Comment
!00 (RID
or#er+
!000 !*0! %*0 (onl$ if
fun&tional areas eist
5aintain settlement rules
as #es&rie# in !**.!2
21.2. Consuma0le Pur!hasing
&se
7n&e the roe&t is &reate# $ou reuire eternal seri&es. 8n this a&tiit$ $ou 1ill
ur&hase &onsumale items.
Pro!edure
3o ee&ute this a&tiit$ run the Consuma-le Purc#asing 5 1B 8 s&enario using
the master #ata from this #o&ument.
,ample
)nternal'rder
A!!ountAssignment
Category
A!!ount Comment
!00000 ? 6!0000 Al$ stes forseri&es
21.%. Posting Goods )ssue to $D )nternal 'rder
&se
ou nee# material from inentor$. 3o fa&ilitate this $ou 1ill ost a goo#s issue to the
RID internal or#er.
Pro!edure9. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu :ogistics→ #aterials #anagement → nventor&
#anagement→ Goods #ovement → Goods ssue
#ransa!tion !ode 58G7G8
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role "arehouse 'ler
(SAP/%PR"AREH7SE'ERL-S+Business role menu -arehouse #anagement→ Consumption and 2rans$ers →
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
#GO Goods ssue
!0. 7n the 4oo!s Issue Ot#er s&reen mae the follo1ing entries,
6ield name Des!ription &ser a!tion and values Comment
2ransactionaction
Goo$% &%%u'
elevant
documents
Ot(')
#ovement
t&pe
*+1
!!. 'hoose the 4eneral ta age.
!2. 7n the 4oo!s Issue Ot#er s&reen mae the follo1ing entries,
6ield name Des!ription &ser a!tion and values Comment
)ocument )ate
to#a$Us #ate
Posting
)ate
to#a$Us #ate
)oc.Ieader
2e4t
Elain material
usage
Print via
outputcontrol
Sele&te# setting the Print ia
outut &ontrolin#i&ator
,ersion o$
PrintingG=G slip
1 &$""$u!/ S/"
!=. 'hoose the &aterial ta age.
!4. Enter the &aterial -"or e0ampe, S619
!*. 'hoose the uantity ta age.
!6. 8n the fiel# of ty in unit of entry. enter 1 an# in the fiel# of nit of measure enter PC .
!). 'hoose the ;#ere ta age.
!. 7n the 4oo!s Issue Ot#er s&reen mae the follo1ing entries,
6ield name Des!ription &ser a!tion and values Comment
Plant 1000
Storagelocation
for eamle !020
Goodsrecipient
$our name
2e4t elain materialusage
!9. 'hoose Enter.
20. 'hoose the Account Assignment ta age.
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2!. Enter the Or!er num-er an# &hoose 0e)t 5Rig#t8 for a##itional materials.
22. Reeat stes * to !2 as nee#e#.
2=. 'hoose Post .
$esult
Goo#s issue material is oste#.
21.8. ettlement $D internal order
&se
After finishing the internal roe&t the internal or#er is &lose# an# the &osts are settle#.
3he settlement is a erio#i& a&tiit$ 1hi&h is usuall$ ee&ute# for all or#ers to e settle#.
'he& the follo1ing entries. 8f settings are missing lease a## as #es&rie#elo1. Saing an# releasing the internal or#er is not ne&essar$ if all settings
alrea#$ eist in the s$stem.
21.8.1. Che!ing ettlement $ules
&se
Settlement of RID internal or#ers #een#s on the use of '7-PA (rofitailit$ anal$sis+.8? '7-PA is a&tiate# the &osts shoul# e settle# #ire&tl$ to '7-PA. 8f '7-PA is not
aailale the &osts are settle# to the resonsile RID &ost &enter.
Sin&e oth otions are roi#e# 1ith %est Pra&ti&es ('7-PA is otional+ the settlement#een#s on the a&tiation of '7-PA. 3he settlement rules are roi#e# 1ith installation
(automati&all$+.7tion !, '7-PA is not a&tiate#
RID or#ers are settle# to the RID &ost &enter.
7tion 2, '7-PA is a&tiate#RID or#ers are settle# to '7-PA (alue fiel# RID &osts+
;. 'ption 1( ettlement $ule /ith Cost Center
&se
3he internal RID or#er is settle# to the RID &ost &enter !*0!.
'7-PA is not a&tiate#.
Do not ee&ute this ste if '7-PA is a&tiate#.
Pro!edure
4. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling → nternal Orders → #aster )ata
→ Order #anager
#ransa!tion !ode %25
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → #aster )ata → nternal
Orders → Order #anager
*. 8n the Or!er manager screen sele&t $our or#er 1ith or#er t$e !00 for eamle
!00000.
6. 'hoose Continue *Enter+.
). Doule-&li& to #isla$ the or#er. A resonsile &ost &enter shoul# e assigne# to the
internal or#er (see ta assignments+.
. 'hoose Settlement ule (a&tual+.
9. 7n the &aintain Settlement Rule: Overview s&reen mae the follo1ing entries,
6ield name Des!ription &ser a!tion and values Comment
7ine 1(
Cat A&&ount Assignment&ategor$
CTR
Settlement eceiver
An$ &ost &enter for eamle !*0!(RID &ost &enter+
H 100
Settlement
t&pe
PER
/o. Distriution rule
numer
1
7ine 2(
Cat A&&ount Assignment&ategor$
CTR
Settlement eceiver
An$ &ost &enter for eamle !*0!(RID &ost &enter+
H 100
Settlement
t&pe
FL
/o. Distriution rulenumer
2
!0. 'hoose Goto → Settlement Parameters.
!!. 7n the &aintain Settlement Rule: Parameters s&reen mae the follo1ing entries,
6ield name Des!ription &ser a!tion and values Comment
Settlement
pro$ile
YB00R1 RID 8nternal 7r#er
Settlement
Allocation
structure
YR RID 7r#ers
!2. 'hoose Save.
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!=. 'hoose Release to release the or#er.
$esult
3he settlement rules are assigne#.
<. 'ption 2( ettlement $ule /ith C'5PA
&se
3he internal RID or#er is settle# to '7-PA alue fiel#.
Pro#u&t;Pro#u&t line must e maintaine# in the settlement rule of the or#er to ensure&orre&t allo&ation to rofitailit$ anal$sis
Prerequisite
'7-PA is a&tiate#.
Do not ee&ute this ste if '7-PA is not a&tiate#.
"ith &reation of internal or#ers settlement rules are automati&all$ a##e#.Delete these lines if the$ relate to &ost &enters an# the internal or#er shoul#
e settle# to '7-PA.
Pro!edure
. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling → nternal Orders → #aster )ata→ Order #anager
#ransa!tion !ode %25
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller
(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → #aster )ata → nternal
Orders→ Order #anager
9. 8n the Or!er manager screen sele&t $our or#er 1ith or#er t$e !00 for eamle
!00000.
!0. 'hoose Continue *Enter+.
!!. Doule-&li& to #isla$ the or#er. A resonsile &ost &enter shoul# e assigne# to the
internal or#er (see ta assignments+
!2. 'hoose Settlement ule (a&tual+.
!=. 7n the &aintain Settlement Rule: Overview s&reenE mae the follo1ing entries,
6ield name Des!ription &ser a!tion and values Comment7ine 1(
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Cat A&&ount Assignment&ategor$
PSG
Settlement
eceiver
Assigne# to rof.
segment
H 100
Settlement
t&pe
PER
/o. Distriution rulenumer
1
7ine 2(
Cat A&&ount Assignment&ategor$
PSG
Settlement
eceiver
Assigne# to rof.
segment
H 100
Settlementt&pe
FL
/o. Distriution rulenumer
2
!4. 'hoose Enter.
!*. Doule-&li& the Assigned to pro$. segment.
!6. Enter the Product line.
!). 'hoose Goto→
Settlement Parameters.
!. 7n the &aintain Settlement Rule: Parameters s&reenE mae the follo1ing entries,
6ield name Des!ription &ser a!tion and values Comment
Settlement pro$ile
YB00R1 RID 8nternal 7r#erSettlement
Allocationstructure
YR RID 7r#ers
PA trans$erstr.
YR
!9. 'hoose Save.
20. 'hoose Release to release the or#er.
$esult
3he settlement rules are assigne#.
=. 7ist of ettlement $ules for 'rders
Pro!edure
22. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
AP ,CC menu Accounting→ Controlling → nternal Orders → #aster )ata
→ Special Functions → Collective Processing → Collective
)ispla&→ Settlement ules
#ransa!tion !ode %SR4)S:%R
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller
(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Planning → Planning
Preparation→ nternal Orders" Coll. )ispl. Settu
2=. 7n the List of Settlement for Or!ers s&reen mae the follo1ing entries,
6ield name Des!ription &ser a!tion and values Comment
Selection
variant
YBLMF_RD Resear&h an#
DeelomentSettlement
pro$ile
YB00R1 RID 8nternal 7r#er
Settlement
24. (hoose ')ecute.
28.1.1. ,e!uting ettlement $D )nternal 'rder
Pro!edure
2*. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling → nternal Orders → PeriodEnd
Closing→ Single Functions → Settlement → Collective
Processing
#ransa!tion !ode L7G
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller
(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Period End Closing → Actual
Settlment" Orders
26. 7n the Actual Settlement: Or!ers s&reenE mae the follo1ing entries,
6ield name Des!ription &ser a!tion and values Comment
Selection
variant
YBLMF_RD or#er t$e !00
&oman$ &o#e !000
Settlement
period
O&urrent month;erio#
Posting
Period
O&urrent month;erio#
Fiscal >ear O'urrent $ear Asset value /o entries
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data
Processing2&pe
! automati&
9acground Processing
Sele&te#
2est un Desele&te# Sele&t for test run
)etail list Sele&te#
Chec
trans. )ata
Delesele&te#
2). 'hoose ')ecute.
Re&ommen#ation
Run this ro&ess in the a&groun#,
!0.! 'hoose Bac(groun! Processing in the Pro&essing 7tions an# then&hoose ')ecute.
!0.2 7n the Bac(groun! Processing Options #ialog o &hoose Start
Imme!iately9 /ote the o numer.
!0.= 'hoose C#ec( .
!0.4 'hoose Confirm.!0.* 7n the Bac(groun! Print Parameters #ialog o &hoose the Output
!evice an# then &hoose Continue.!0.6 'hoose from the to of the s&reen the S$stem sele&t it an# then
sele&t the O(n Jo@s line.
!0.) 7n the <o- Overview s&reen &hoose <o-name.
!0. 'hoose <o-log to see the results.
$esult
7tion !, settle# to &ost &enters ('7-PA is not a&tiate#+
De0ited A!!ounts Credited A!!ounts
7r#er Settlement 1ith 'ost 'enter W!*0!
7r#er Settlement 1ith RID 8nternal7r#er(s+
7tion 2, settle# to rofitailit$ segment ('7-PA is a&tiate#+
De0ited A!!ounts Credited A!!ounts
7r#er Settlement 1ith '7-PA&hara&teristi&s to alue fiel# Resear&h
I Deeloment
7r#er Settlement 1ith RID 8nternal7r#er(s+
28.1.2. Confirming Corre!t ettlement
&se
8n this ste $ou anal$:e the results $ &omaring lanne# &osts 1ith a&tual &osts or&omaring u#gete# &osts 1ith a&tual &osts. 3he &orre&t settlement is &onfirme#.
Pro!edure
*. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
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AP ,CC menu Accounting→ Controlling→ Internal Or!ers → Information
System→ Reports for Internal Or!ers→ Plan$Actual Comparisons
→ Or!ers: Actual$Plan$2ariance
#ransa!tion !ode S:A4R:<=216>>3
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → eporting → Orders →
Orders" Actual=Plan=,ariance
6. 7n the Or!ers: Actual$Plan$2ariance: Selection s&reen mae the follo1ing entries,
6ield name Des!ription &ser a!tion and values Comment
Controlling
Area
1000
Fiscal >ear ?(urrent year@
From period
?current period@
2o period ?current period@
,ersion 0
Order
Group
RD Resear&h an#
Deeloment 3$e
!00
$esult
3he a&tual alan&e must e :ero. 8f the a&tual alue for this or#er grou is not :ero goa& an# &he& the settlement.
29. Appendi
29.1. $eversal of Pro!ess teps8n the follo1ing se&tion $ou &an fin# the most &ommon reersal stes 1hi&h $ou &an
tae to reerse some of the a&tiities #es&rie# in this #o&ument.
ettlement order
#ransa!tion !ode * AP G&)+ L7G
$eversal, Actual Settlement Orders
#ransa!tion !ode * AP G&)+ Reerse
Business role Enterrise 'ontroller
(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Period End Closing
→ Actual Settlment" Orders
Comment se same transa&tion. Settlement → Reerse
29.2. &sed 6orms/o forms ali&ale.
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
)nternal 'rders for Mareting and 'ther 'verheadA!tual
2:. Purpose<arious internal roe&ts &onsume resour&es an# in&ur &osts or eenses. 3hese roe&ts
are usuall$ un#ertaen for future #eeloment of ro#u&ts. 3he ro#u&t lines are
generall$ #eterminale for su&h roe&ts. 3he &osts of these roe&ts nee# to e tra&e#for arious uroses su&h as &ost &ontrol return on inestment &al&ulations ta
reorting an# so on.3his ro&ess maes use of SAPCs internal or#er fun&tionalit$ to tra& &osts an# status.
8n &ase of mareting roe&ts an internal or#er is &reate# $ using the mareting or#er
t$e. 5areting or#ers are &reate# as statisti&al or#ers. 3his means that &osts are oste#to the assigne# &ost &enter an# a##itionall$ as statisti&al &osts to the internal or#er. 3he
or#er #oes not nee# settlement sin&e the real &osts are assigne# to the &ost &enter.8n &ase of other oerhea# roe&ts internal or#ers &an e &reate# $ using the oerhea#
or#er t$e. 8n this &ase a resonsile &ost &enter is assigne#. 3he internal or#ers are to e
settle# to this &ost &enter.
2;. Prerequisites
2;.1. Master Dataou hae entere# the master #ata reuire# to go through the ro&e#ures of this s&enario.
Ensure that the follo1ing s&enario-se&ifi& master #ata eists efore $ou test this
s&enario,
Manufa!turing " #rading
Master Data Value ele!tion Comment
'ost 'enter !60! All 5areting &ost &enter
'ost 'enter All All &ost &enters
resonsile foroerhea# &ost or#ers.
8nternal 7r#ers 8nternal or#er t$e
020 (oerhea# &ostor#ers+ an# 400(mareting internal
or#ers+
2;.2. $oles
&se
3he follo1ing roles must hae alrea#$ een installe# to test this s&enario in the SAP/et1eaer %usiness 'lient (/"%'+. 3he roles in this %usiness Pro&ess Do&umentation
must e assigne# to the user or users testing this s&enario. ou onl$ nee# these roles if$ou are using the /"%' interfa&e. ou #o not nee# these roles if $ou are using the
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stan#ar# SAP G8.
Prerequisites
3he usiness roles hae een assigne# to the user 1ho is testing this s&enario.
Business role #e!hni!al name Pro!ess step
Emlo$ee
(Professionalser+
SAP/%PRE5P7EE-S Assignment of this role is
ne&essar$ for asi& fun&tionalit$.
General e#gerA&&ountant
SAP/%PR?8/A''-S Posting General e#ger A&&ountDo&uments
Enterrise'ontroller
SAP/%PR'7/3R7ER-5 'he& settlement rules
ist of settlement rules for
or#ers
Ee&ute Settlement 8nternal7r#er
'onfirm 'orre&t Settlement'he& %u#get
2;.%. Preliminary teps
2;.%.1. etting Controlling Area
&se
3he &ontrolling area is to e set efore $ou &arr$ out the first stes in &ontrolling.
8f the &ontrolling area is alrea#$ assigne# in the user arameters (see theKui& Gui#e+ this ste is no longer ne&essar$ an# &an e omitte#.
Pro!edure
2. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling → Cost Element
Accounting→ Environment→ Set Controlling Area
#ransa!tion !ode 7LLS
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Actual Postings →
Actual Posting Preparation → Set Controlling Area
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
29. 7n the Set Controlling Area s&reen enter Controlling area 1222$
=0. Sae $our entr$ as a user arameter.
2<. Pro!ess 'vervie/ #a0lePro!ess step ,ternal
pro!essreferen!e
Business!ondition
Businessrole
#ransa!tion!ode
,pe!tedresults
Create )nternalorder
See 155.1
Create
nternal
orderscenario
8nternal or#ers
for mareting
&osts or
oerhea# &ostsare to e
&reate#
See 155.1
Create
nternal
orderscenario
See 155.1 Create
nternal order
scenario
8nternal7r#er is
&reate#.
Posting 'eneral
Ledger Account $ocuments
Post costs to
internalorder
nternal order
collects all primar& costs
involved (iththe order
General
:edger Accountant
F950 nternal Order
gets value postings
Che! ettlement$ule
Enterrise
'ontroller%SR4)S:%R Settlement rules
are maintaine#
(oerhea# &ost
or#ers onl$+
ettlement orderinternal order
7r#er is to esettle#
Enterrise'ontroller
L7G 'osts are settle#to &ost &enter
(oerhea# &ost
or#ers onl$+
$eporting 'ost
'ontroller
SAR)0!299= Detaile# reort
&omaring
#ifferenteenses
Confirm Corre!tettlement
Enterrise'ontroller
SAR)0!299= A&tual alan&e
shoul# e :ero.
Che! 0udget Enterrise
&ontroller
SAR)0!=0!9 A&tual;%u#get
&he&e#
2=. Pro!ess teps
2=.1. Creating )nternal 'rder
&se
8n this a&tiit$ $ou 1ill &reate a statisti&al or#er for mareting &osts an# an internalor#er for other oerhea# &osts.
3he resonsile &ost &enter is to e assigne# to the internal or#er.
Prerequisite3his ste is not nee#e# if the internal or#er is alrea#$ &reate# for lanning urose. 3he
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
same or#er is then to e use# for a&tual ostings. See also nternal Order $or #aretingand Other Overhead Planning *1<0+ s&enario.
Pro!edure
?or this a&tiit$ run the nternal Order *155.1+ s&enario #o&ument?or internal or#er t$e mareting on 'ontrol #ata ta age mar the Statistical Order
an# enter !60! in the Actual posted CCtr fiel#.
,ample
'rder type $esponsi0le CostCenter
Des!ription
400 1721 for eamle 8nternal 7r#er, 5areting
020 * for eamle 7erhea# 'osts
2=.2. Posting General 7edger A!!ount Do!uments
&se
8n G; a&&ount osting $ou enter $our #o&ument hea#er #ata (#o&ument #ate #o&ument t$e &oman$&o#e osting #ate an# &urren&$+ an# #ata for the in#ii#ual line items.
Pro!edure
!0. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+AP ,CC menu Accounting→ Financial Accounting→ General :edger →
Posting→ Enter G=: Account )ocument
#ransa!tion !ode 9B2
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role General e#ger A&&ountant
(SAP/%PR?8/A''-S +
Business role menu General :edger → Posting → Posting → Post G=: Account
)ocument
!!. Enter the follo1ing #ata if it is not alrea#$ een #efaulte# $ the s$stem,
6ield name Des!ription &ser a!tion and values Comment
Compan&Code
1000
!2. 'hoose Enter.
3o &hange the &oman$ &o#e &hoose Edit → Change Compan& Code.
!=. Enter the follo1ing asi& #ata,
6ield name Des!ription &ser a!tion and values Comment )ocument 3o#a$Us #ate
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)ate
Posting )ate
3o#a$Us #ate
Currenc& ER Do&ument &urren&$
!4. Enter the follo1ing #ata for the first line item,
6ield name Des!ription &ser a!tion and values Comment
G=: Account
for eamle6)6!00 ('osts from
agen&$ usiness+
)=C D'"t
Amount in
)ocument
Currenc&
for eamle **000
2a4 Code for eamle <! #omesti& inut ta
!9T nternalorder
Ointernal or#er numer 8nternal or#er formareting &osts or
oerhea# &osts
!*. Enter the follo1ing #ata for the other line items,
6ield name Des!ription &ser a!tion and values Comment
G=:
Account
for eamle
2000* (%an&learing a&&ount+
)=C C)'$"t
Amount in )ocument
Currenc&
,alue )ate 3o#a$Us #ate
!6. 'hoose the )etails ta age an# mae the follo1ing entries,
6ield name Des!ription &ser a!tion and values Comment
Calculate2a4
Sele&t the Calculate 2a4 in#i&ator
!). 3o &he& the #o&ument &hoose Simulate (?9+ efore osting. 3his enales $ou to
#isla$ the #o&ument in&lu#ing the inut ta to e oste# an# to &orre&t it if
ne&essar$. 'onfirm an$ messages that aear 1ith Enter.
!. 3o ost the #o&ument &hoose Post ('trl>S+.
!9. 8n the lo1er area of the s&reen the s$stem oututs the message )ocument 44444 (as
posted in compan& code 1000 is the seuential #o&ument numer assigne# $
the s$stem.
20. 3ae a note of the #o&ument numer.
$esult
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
8n &ase of internal mareting or#er the &osts are oste# to the &ost &enter atta&he# to the
or#er. 3he mareting or#er &ontains the same osting as statisti&al alue onl$.
2=.%. ettlement )nternal 'rder
&se
8nternal mareting or#ers are not settle#. 3he$ &ontain statisti&al alues onl$.
After finishing the internal roe&t the internal or#er is &lose# an# the &osts are settle#.3he settlement is a erio#i& a&tiit$ 1hi&h is usuall$ ee&ute# for all or#ers to e settle#.
8nternal oerhea# or#ers are settle# to the resonsile &ost &enter assigne#.
2=.%.1. Che!ing ettlement $ules
&se3he internal oerhea# or#er is settle# to the assigne# resonsile &ost &enter.
Pro!edure
• A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling → nternal Orders → #aster )ata
→ Order #anager
#ransa!tion !ode %25
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller
(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → #aster )ata → nternal
Orders→ Order #anager
• 7n the C#ange Or!er: Initial screen sele&t $our or#er 1ith or#er t$e 020 for
eamle 200000.
• 'hoose Continue *Enter+.
• Disla$ the or#er $ #oule-&li&ing. A resonsile &ost &enter shoul# e
assigne# to the internal or#er (see ta assignments+
• 'hoose Settlement ule.
• 7n the &aintain Settlement Rule: Overview s&reen mae the follo1ing entries,
6ield name Des!ription &ser a!tion and values Comment
7ine 1(
Cat A&&ount Assignment
&ategor$
CTR
Settlement An$ &ost &enter for eamle !!0!
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
eceiver (?inan&e an#A#ministration+
H 100
Settlement
t&pe
PER
/o. Distriution rule
numer
1
7ine 2(
Cat A&&ount Assignment
&ategor$
CTR
Settlement eceiver
An$ &ost &enter for eamle !!0!(?inan&e an#
A#ministration+
H 100
Settlement
t&pe
FL
/o. Distriution rule
numer
2
• 'hoose Goto → Settlement Parameters.
• 7n the &aintain Settlement Rule: Parameters s&reen mae the follo1ing entries,
6ield name Des!ription &ser a!tion and values Comment
Settlement
pro$ile
YB0020 7erhea# &osts
Allocationstructure
Y1
'7 allo&ationstru&ture
• 'hoose 9ac an# sae $our entries.
• 7n the )ispla& nternal Order" #aster data s&reen &hoose the ta age of
Control data. Here $ou &an &he& the s$stem status. 3he internal or#er shoul# e
release#. 'he& that RE is liste# in the fiel# of S&stem status.
• 8f the status is not set release the or#er &hoose Change an# then release the
or#er $ &hoosing elease *release order+.
$esult
3he settlement rules are assigne#.
2=.%.2. 7ist of ettlement $ules for 'rders
Pro!edure
!!. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling → nternal Orders → #aster )ata
→ Special Functions → Collective Processing → Collective
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
)ispla&→ Settlement ules
#ransa!tion !ode %SR4)S:%R
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Planning → Planning
Preparation→ nternal Orders" Coll. )ispl. Settu
!2. 7n the List of Settlement for Or!ers s&reen mae the follo1ing entries,
6ield name Des!ription &ser a!tion and values Comment
Selection
variant
YBLMF_OVH 7erhea# &osts
Settlement
pro$ile
YB0020 8nternal or#er for
oerhea# &osts -
settlement
!=. (hoose ')ecute.
2=.%.%. ,e!uting ettlement )nternal 'rder
Pro!edure
!! A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling → nternal Orders → PeriodEnd
Closing→ Single Functions → Settlement → Collective
Processing
#ransa!tion !ode L7G
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller(SAP/%PR'7/3R7ER-5 +
Business role menu Overhead Cost Controlling → Period End Closing → Actual
Settlment" Orders
!2 7n the Actual Settlement: Or!ers s&reen mae the follo1ing entries,
6ield name Des!ription &ser a!tion and values Comment
Selection
variant
YBLMF_OVH Sele&tion ariant for
or#er t$es areroi#e# 1ith SAP
%est Pra&ti&es
Settlement
period
Osettlement erio#
Fiscal >ear O&urrent $ear
Processing
2&pe
1 Auto!t"#
9acground Sele&te#
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
Processing
2est un Desele&te#
)etail list Sele&te#
!= 'hoose ')ecute.
$esult
3he internal or#er is settle# to the resonsile &ost &enter.
2=.8. $eporting
2=.8.1. Confirming Corre!t ettlement
&se
8n this a&tiit$ $ou 1ill &onfirm &orre&t settlement of oerhea# &ost or#ers.
Pro!edure
24. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling→ Cost Center Accounting→
Information System→ Reports for Internal Or!ers → Plan Actual
Comparisons → Or!ers: Actual$Plan$2ariance
#ransa!tion !ode S:A4R:<=216>>3
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $oleBusiness role Enterrise 'ontroller
(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → eporting → Orders →
Orders" Actual=Plan=,ariance
2*. 7n the Cost Centers 3 Actual$Plan$2ariance * Selection screen, ma!e the "oowing entries,
6ield name Des!ription &ser a!tion and values Comment
Controllingarea
1000
Fiscal &ear O&urrent $ear From period
O&urrent erio#
2o period O&urrent erio#
Plan,ersion
0
Order
Group
OVH
26. 'hoose ')ecute.
$esult
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
3he a&tual alan&e must e :ero. 8f the alue for this or#er grou is not :ero go a& an#&he& the settlement.
2=.8.2. Che!ing Budget
Pro!edure
<. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting Controlling Internal Or!ers Information System Reports for Internal Or!ers &ore Reports ListBu!get$Actual$Commitments
#ransa!tion !ode S:A4R:<=21321>
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller
(SAP/%PR'7/3R7ER-5+Business role menu Overhead Cost Controlling → eporting → Orders →
Orders" :ist" 9udget=Actual=Commitments
B. 7n the Bu!get$Actual$Commitments: Selection s&reen mae the follo1ing entries,
6ield name Des!ription &ser a!tion and values Comment
Controlling
Area
1000
OrderGroup
o)$') )ou !)'t" 5MKT6O)o)$') )ouo')('!$% 5OVH6
30. 'hoose E4ecute.
$esulthe &udget to interna orders is chec!ed with the actua posted costs$
%>. Appendi
%>.1. $eversal of Pro!ess teps8n the follo1ing se&tion $ou &an fin# the most &ommon reersal stes 1hi&h $ou &an
tae to reerse some of the a&tiities #es&rie# in this #o&ument.
Posting General 7edger A!!ount Do!uments
#ransa!tion !ode * AP G&)+ ?%*0
$eversal, ndividual reversal
#ransa!tion !ode * AP G&)+ ?%0
Business role General e#ger A&&ountant
(SAP/%PR?8/A''-S+
Business role menu General :edger → G=: Account Processing → )ispla& G=: Account tems→ everse )ocument
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Comment
%>.2. &sed 6orms/o forms ali&ale.
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'verhead Cost A!!ounting 5 A!tual
%1. Purpose
3his art of the #o&ument #es&ries the transa&tion-ase# a&tual ostings that arenormall$ use# in 7erhea# 'ost 'ontrolling.
?or an elanation of the a&tiities that are generall$ erforme# at the en# of the erio#refer to the &hater PeriodEnd Closing.
%2. Prerequisites
%2.1. Master DataA #es&rition of all '7 5aster Data &an e foun# in the #o&ument of
'75asterData7erie1.ls.
Common Master Data provided for all Areas
Master Data Value ele!tion Comment
'ost 'enter !!0!
!20!
!202!60!
!602!)0!
!)*0
!0!!90!
?inan&ials an# A#ministration
Pur&hasing I Stores !
Pur&hasing I Stores 25areting
SalesPlant I 5aintenan&e
%uil#ings I Plant 5aintenan&e
7ther in&ome;eense'ustomer seri&e
'ost 'enter Grou !000 an# allgrous
assigne# togrou !000
German$
'ost Elements
ervi!e Area
Master Data Value ele!tion Comment
'ost 'enter !=2! Seri&es; 'onsulting
Manufa!turing Area " #rading Area
Master Data Value ele!tion Comment
'ost 'enter !=0!!=02
!40!
!*0!
5anufa&turing !5anufa&turing 2
K5
Resear&h IDeeloment
%2.2. $oles
&se
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
3he follo1ing roles must hae alrea#$ een installe# to test this s&enario in the SAP/et"eaer %usiness 'lient (/"%'+. 3he roles in this %usiness Pro&ess Do&umentation
must e assigne# to the user or users testing this s&enario. ou onl$ nee# these roles if$ou are using the /"%' interfa&e. ou #o not nee# these roles if $ou are using the
stan#ar# SAP G8.
Prerequisites
3he usiness roles hae een assigne# to the user 1ho is testing this s&enario.
Business $ole Details #ransa!tion
Emlo$ee
(Professional
ser+
SAP/%PRE5P7EE-S Assignment of this role is
ne&essar$ for asi&
fun&tionalit$.
General e#ger
A&&ountant
SAP/%PR?8/A''-S ?%*0 (?%*0+
Enterrise
'ontroller
SAP/%PR'7/3R7ER-5 L%!!/
L%6!L%=!/
SAR)0!=6!!
LS*
LSA=
SAR)00*=0
7LP!
%2.%. Preliminary teps
%2.%.1. etting Controlling Area
&se
3he &ontrolling area is to e set efore $ou &arr$ out the first stes in &ontrolling.
8f the &ontrolling area is alrea#$ assigne# in the user arameters (see the
Kui& Gui#e+ this ste is no longer ne&essar$ an# &an e omitte#.
Pro!edure
!*. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling → Cost Element
Accounting→ Environment→ Set Controlling Area
#ransa!tion !ode 7LLS
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller
(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Actual Postings→
Actual Posting Preparation→
Set Controlling Area
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
!6. 7n the Set Controlling Area s&reen enter Controlling area 1222$
!). Sae $our entr$ as a user arameter.
%%. Pro!ess 'vervie/ #a0le3here is generall$ no reuire# seuen&e for transa&tion-ase# a&tual ostings in
7erhea# 'ost 'ontrolling. ?or simli&it$Cs sae the a&tiities are #es&rie# elo1 in
the or#er in 1hi&h the$ aear in the SAP Eas$ A&&ess menu,
Pro!ess step ,ternalpro!essreferen!e
Business!ondition
Businessrole
#ransa!tion!ode
,pe!tedresults
,nter G"7A!!ountDo!ument
Primar$ &ost
element osting
to &ost &enter
General
e#ger
A&&ountant
?%*0 (?%*0+ A&tual &osts are
oste# to &ost
&enters
$epostingPrimary Costs
'orre&tion ofPrimar$ 'ost
<alues
Enterrise'ontroller
L%!!/ #ating 'ost'enters 1hile
Generating ine
8tem.
$eposting 7ine)tems
ine 8tem
Reostings
Enterrise
'ontroller
L%6! Disla$s ine
8tems reoste#
$e!ording oftatisti!al 4ey6igures
statisti&al e$
figures as
transa&tion-
ase# a&tual
ostings
Enterrise
'ontroller
L%=!/ ostings for
statisti&al e$
figures an#
reerse them if
ne&essar$
$eporting erio#i&all$ Enterrise'ontroller
SAR)0!=6!! sho1s the a&tualan# lan &osts as
1ell as the
resulting
arian&es in
asolute alues
an# er&entages
Assessment ofshared epenses
Perio#i&all$ Enterrise
'ontroller
LS* Allo&ates
rimar$ an#
se&on#ar$ &osts
to the re&eiing
&ost &enter(s+ in
an assessment&ost element.
A!!rual!al!ulation
Perio#i&all$ Enterrise
'ontroller
LSA= Post a&&ruals for
a$roll fringe
&osts on a
monthl$ asis
MaintainVersions
ear en# Enterrise'ontroller
SAR)00*=0
Period 7o! ear en# Enterrise
'ontroller
7LP!
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
%8. Pro!ess teps
%8.1. A!tual Postings in 'verhead Cost Controlling
%8.1.1. ,ntering G"7 A!!ount Do!uments
&se
Entering G; A&&ount Do&uments is an a&tiit$ elonging to the ?8 ali&ation. ?or ea&h
#ata re&or# that $ou enter a '7-oe&t has to e roi#e#. %$ #oing so the '7 oe&ts
are &harge# 1ith the &orreson#ing amount of &osts.
Pro!edure
!. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+AP ,CC menu Accounting /inancial Accounting 4eneral Le!ger Posting
'nter 4$L Account ,ocument for Le!ger 4roup
#ransa!tion !ode 9B2 -9B24
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role General e#ger A&&ountant
(SAP/%PR?8/A''-S+
Business role menu General :edger → Posting → Posting → Post G=: Account
)ocument
!9. 7n the Enter G=: Account )ocument $or :edger Group s&reen mae the follo1ing
entries,
6ield name Des!ription &ser a!tion and values Comment
Compan&Code
1000
)ocumentdate
'urrent #ate Eamle
Postingdate
'urrent #ate Eamle
Currenc& ER
G=: account An$ a&&ount 1hi&h is&ost element
Eamle, 6)*00
)=C D'"t
Amount in
doc. curr.
An$ alue Eamle, !0000
2a4 code Eamle <!
(#omesti& inut ta+
Calculate
ta4
7
Cost center An$ &ost &enter !!0!
G=: account An$ a&&ount Eamle, 20000
)=C C)'$"t
Amount Eamle, !0000
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
,alue date 'urrent #ate Eamle
Post
20. Enter further G; a&&ount ostings as sho1n aoe using #ifferent a&&ounts an# &ost
&enters.
$esult
Primar$ &osts are oste#.
%8.1.2. $eposting of Primary Costs
&se
8n transa&tion-ase# reosting $ou &an ost an eisting &ost element from one &ost
&enter to another (or to a #ifferent '7 oe&t+. 3his fun&tion is use# rimaril$ to &orre&tostings in 'ontrolling that 1ere in&orre&tl$ oste# in the ustream user #eartments.
Prerequisites
Primar$ &osts are alrea#$ osting to '7 oe&t. 3he '7 oe&t has to e &orre&te#.
Pro!edure
1$ A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting Controlling Cost Center Accounting ActualPostings &anual Reposting of Costs 'nter
#ransa!tion !ode B11N
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Actual Postings Actual
Postings→ Enter #anual epostings o$ Costs
6$ 7n the Enter #anual epostings o$ Primar& Costs s&reen mae the follo1ing
entries,
6ield name Des!ription &ser a!tion and values Comment
)ocumentdate
'urrent #ate Eamle
Postingdate
'urrent #ate Eamle
Period Proose# automati&all$ Eamle
)ocument
te4t
CCtrr *old+ 'ost &enter (ol#+ ?or eamle !!0!
Cost elem. 'ost element ?or eamle
6)*00
Amount ?or eamle 4000
CCtrr *ne(+ 'ost &enter (ne1+ ?or eamle !20!
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
2e4t ?or eamle
'orre&tion &ost
&enter
Post
$esult7n&e $ou hae entere# the transa&tion-ase# osting it is effe&tie imme#iatel$ an#
u#ate# in the &ost &enters inole#. ine items are al1a$s generate# to hel $ou tra&e
the entere# #o&uments.
%8.1.%. $eposting of 7ine )tems
&se
3he reosting of line items in 'ontrolling is normall$ use# to &orre&t ostings that 1ere
oste# in&orre&tl$ in the ustream user #eartments.
Prerequisites
Primar$ &osts are alrea#$ osting to '7 oe&t.
Pro!edure
). A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting /inancial Accounting 4eneral Le!ger Posting 'nter 4$L Account ,ocument for Le!ger 4roup
#ransa!tion !ode 9B2 -9B24
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role General e#ger A&&ountant
(SAP/%PR?8/A''-S+
Business role menu General :edger → Posting → Posting → Post G=: Account
)ocument
. 7n the Enter G=: Account )ocument $or :edger Group s&reen mae the follo1ing
entries,
6ield name Des!ription &ser a!tion and values Comment
Compan&Code
1000
)ocumentdate
'urrent #ate Eamle
Postingdate
'urrent #ate Eamle
Currenc& ER
G=: account An$ a&&ount 1hi&h is
&ost element
Eamle, 6)*00
)=C D'"t
Amount in
doc. curr.
?or eamle !0000
2a4 code ?or eamle <!
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
(#omesti& inut ta+
Calculateta4
7
Cost center ?or eamle !!0!
G=: account ?or eamle
20000
)=C C)'$"t
Amount ?or eamle !0000
,alue date 'urrent #ate Eamle
Post
"rite #o1n the #o&ument numer for the suseuent transa&tions.
9. Reost the line items. A&&ess the transa&tion &hoosing one of the follo1ing
naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting Controlling Cost Center Accounting ActualPostings Repost Line Items 'nter
#ransa!tion !ode B71
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller
(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Actual Postings → Actual
Postings→ Enter eposting o$ CO :ine tems
!0. 7n the Enter :ine tem epostings s&reen mae the follo1ing entries,
6ield name Des!ription &ser a!tions and values Comment
)ocumentnum@er
Do&ument numer fromthe aoe osting
Compan& code 1000
Fiscal &ear 'urrent fis&al $ear Eamle
Ee&ute
,alue
2ranCurr
?or eamle *000
O@ect t&pe CTR 'ost &enter Accountassignment 1
?or eamle!!0!
2e4t
Enter
,alue2ranCurr
?or eamle 2000
O@ect t&pe CTR 'ost &enter
Accountassignment 1
?or eamle !)*0
2e4t
Enter
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
,alue2ranCurr
?or eamle !40=.=6
O@ect t&pe CTR 'ost &enter
Account
assignment 1
?or eamle !40!
2e4t
Post
$esult
ou &an #isla$ the reoste# line items at an$ time.
%8.1.8. $e!ording of tatisti!al 4ey 6igures
&se
ou enter the statisti&al e$ figures as transa&tion-ase# a&tual ostings. 3he$ are use#
to &al&ulate e$ figures for reorting an# also as the asis for erio#i& allo&ation.
Prerequisites
"hen $ou #efine a statisti&al e$ figure $ou hae to #efine its &hara&teristi& alues.
ou &an #efine a statisti&al e$ figure as,
• A $i4ed value, ?ie# alues are &arrie# for1ar# from the &urrent osting erio# to all
suseuent osting erio#s.
• A totals value, 3otals alues are onl$ oste# in the &urrent osting erio#.
Pro!edure
!. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting Controlling Cost Center Accounting ActualPostings Statistical Key /igures 'nter
#ransa!tion !ode B31N
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Actual Postings → Actual
Postings→ Enter Statistical 8e& Figures
. 7n the Enter Statistical 8e& Figures s&reen mae the follo1ing entries,
6ieldname
Des!ription &ser a!tions and values Comment
)ocument
date
'urrent #ate Eamle
Posting
date
'urrent #ate Eamle
)ocument
te4t
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
6ieldname
Des!ription &ser a!tions and values Comment
eceiver
cost center
?or eamle !)*0
Statistical
e& $igure
?or eamle !002
2otal
uantit&
?or eamle 4
2e4t
Post
$esult
ie in the re&e#ing a&tiities inoling a&tual ostings $ou &an also #isla$ the
ostings for statisti&al e$ figures an# reerse them if ne&essar$.
%8.1.9. $eporting
&se
Reorts re#efine# $ SAP are aailale for 'ost 'enter A&&ounting. 3he re#efine#reorts are arrange# in a stan#ar# reort tree. 3he reorts enale $ou to ealuate the
oste# #ata a&&or#ing to arious &riteria. A ariet$ of anal$sis fun&tions is also aailale.
Prerequisites
Postings are #one.
Pro!edure
!4. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting Controlling Cost Center Accounting InformationSystem Reports for Cost Center Accounting Plan$ActualComparisons Cost Centers: Actual$Plan$2ariance
#ransa!tion !ode S:A4R:<=213711
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → eporting → Cost Centers → Cost Centers" Actual=Plan=,ariance
!*. 7n the Cost Centers" Actual=Plan=,ariance" Selection s&reen mae the follo1ing
entries,
6ield name Des!ription &ser a!tion and values Comment
Controlling
area
1000
Fiscal &ear 'urrent fis&al $ear 'urrent $ear
From
period
1 Januar$
2o period 12 De&emer
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
Plan
version
0 Plan;a&tual ersion
Cost center
group
Or
value*s+
*costcenters+
Costelement
group
Or
value*s+*cost
elements+
Ee&ute
$esult
3he reort sho1s the a&tual an# lan &osts as 1ell as the resulting arian&es in asolutealues an# er&entages. ou &an #isla$ the lan an# a&tual &osts at oth &ost &enter an#
&ost element leel.
%8.2. Period5,nd Closing in 'verhead Cost Controlling
Purpose
3he urose of 'ost 'enter A&&ounting is to tae the &osts in&urre# in a &oman$ an#allo&ate them to the a&tual su-areas that &ause# them. During the erio#-en# &losing
these &osts are #istriute# to the &ost &enters through automati& allo&ation.%$ allo&ating the &ost elements to &ost &enters in 7erhea# 'ost 'ontrolling $ou &an
&ontrol $our &osts an# &omare lan an# a&tual &osts. 3he lan;a&tual &omarison at theen# of the erio# hel $ou to lan &ontrol an# monitor &ost ehaior. 8t also suorts
arious anal$ses of arian&es su&h as olume arian&e ri&e arian&e inut arian&e
an# uantit$ arian&e.7erhea# 'ost 'ontrolling is also a rereuisite for further allo&ating oerhea# &osts to
&ost oe&ts ('7-P'+ 1hi&h enales $ou to &on#u&t a erio#-se&ifi& rofitailit$anal$sis.
%8.2.1. Assessment of hared ,penses
&se
Assessment is an a&tiit$ that $ou erform erio#i&all$ #uring the erio#-en# &losing in
7erhea# 'ost 'ontrolling ('7-75+ in 1hi&h rimar$ an# se&on#ar$ oerhea# &ostsare assesse# from one or more sen#er oe&ts to one or more re&eier oe&ts.
Assessment means that the sen#ing &ost &enter is &re#ite# an# the re&eiing &ost &enter is
&harge# un#er a freel$ #efinale se&on#ar$ &ost element. 3he original &ost elements that1ere &harge# $ the sen#er &ost &enter are lost an# are &onerte# to one or more
assessment &ost elements (se&on#ar$ &ost elements+.
Assessment grous together the oste# rimar$ an# se&on#ar$ &osts an# allo&ates themto the re&eiing &ost &enter(s+ in an assessment &ost element.
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
?or eamle $ou &oul# assess the &ost from the re&etion &ost &enter to the other &ost&enters ase# on the hea#&ount manage# in those &ost &enters.
Prerequisites
7ne or more assessment &$&les hae to e &onfigure#.ou hae to start the #efine# &$&les for assessment for the &orreson#ing erio#s. 3he
ostings are generate# automati&all$. A log is generate#. ou &an start a simulation
efore $ou erform the a&tual assessment. 3he simulation #isla$s the in#ii#ual ostingre&or#s 1ithout a&tuall$ osting them.
3he follo1ing &$&le has een #efine# for the a&tual assessment,
Cy!le egment ender CC #ra!ing 6a!tor $e!eiver
A020Ass. share#
fa&ilit$(lan+ DE
!00uil#ings I
maintenan&e&ost
!)*0%uil#ings an#
maintenan&e
?or eamle stat.e$ figure !002
(lan+Area in s. footage
'ost &enter
grou !000
Statisti&al e$ figures must e entere# for some of the re&eier &ost &enters. ou &an #oso using transa&tion L%=!/. ?or the assessment #es&rie# aoe for more #etaile#
instru&tions refer to the information in ste Xosting statisti&al e$ figuresM of this
#o&ument.
Pro!edure
=*. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling→ Cost Center Accounting → Perio!*
'n! Closing→ Single /unctions→ Allocations→ Assessment
#ransa!tion !ode S+
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller
(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Period End Closing → E4ecute
Actual Assessment C&cle $or Cost Centers
=6. 7n the E4ecute Actual Assessment s&reen mae the follo1ing entries,
6ield name Des!ription &ser a!tion and values Comment
Period 'urrent erio# Eamle Fiscal &ear 'urrent fis&al $ear Eamle
2est run 7 ntil the run iserror-free
)etailedlists
7
C&cle Y_A020 A&tual assessment
Ee&ute
2est run Desele&t for
ro#u&tion run
Ee&ute
$esult
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
Assessment is starte# at the en# of the erio#. ine items (osting re&or#s+ are 1rittenfor the in#ii#ual ostings. 3hese ostings are generate# automati&all$.
ou &an start a simulation efore $ou erform the a&tual assessment. 3he simulation#isla$s the in#ii#ual osting re&or#s 1ithout a&tuall$ osting them. ou &an reerse
the assessment if ne&essar$.
%:.1.1. A!!rual Cal!ulation
&se
8n 'ost A&&ounting it is often ne&essar$ to imute &osts (for lanning reasons+ that haea #ifferent euialent Q or none at all Q in ?inan&ial A&&ounting. Su&h &osts are &alle#
a&&rue# &osts. 3he$ are #ii#e# into aluation #ifferen&es an# a##itional &osts. 3he SAP
s$stem uses a&&rual &al&ulation in or#er to mo#el oth &ases automati&all$.8n a&&rual &al&ulation &osts that are oste# irregularl$ in the in#ii#ual erio#s in
?inan&ial A&&ounting are #istriute# among the in#ii#ual erio#s a&&or#ing to &ause(on an a&&rue# asis+.
7ne eamle of su&h a&&rue# &osts is the holi#a$ onus. 8n 'ontrolling the holi#a$
onus is #istriute# among the !2 months of the $ear in or#er to &harge all the monthseuall$. 8f $ou #i# not #istriute the holi#a$ onus among all the erio#s $ou 1oul#
hae an intolerale &ost flu&tuation for the month of De&emer 1hi&h 1oul# #istort theoerating rofit for that erio#. 3o aoi# su&h flu&tuations the &osts are oste# on an
a&&rual asis in 'ontrolling 1hi&h #istriutes the &osts in a manner that is oth
a&&or#ing to &ause an# ertinent for the erio#.
Prerequisites
8n or#er to #etermine the a&tual a&&ruals a &osting sheet 1ith ali# oerhea# rates must
e #efine# in 'ustomi:ing. 3he stru&ture of the &osting sheet is taen from the lanne#a&&rual. An or#er seres as the a&&rual oe&t.
3his a&&rual or#er &orreson#s to the one use# in the lan 1hi&h enales $ou to
&omare an# &ontrast the lan an# a&tual &osts.ou hae to enter ostings in ?inan&ial A&&ounting in or#er to &reate alues in the
s$stem as a asis for the a&&rual &al&ulation. ?or #emo urose $ou &oul# enter a G;a&&ount osting for salaries for a&&ount 6=0000 an# &ost &enter !!0!(offsetting entr$ to
an a&&ount 20000 in &re#it+ for eamle. ?or more #etaile# information aout G;
a&&ount ostings refer to the information on reosting line items in the Actual Postings #o&ument.
Pro!edure!=. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting Controlling Cost Center Accounting Perio!*'n! Closing Single /unctions Accrual Calculation
#ransa!tion !ode SA3
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Period End Closing → Actual Accrual $or Cost Centers
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
!4. 7n the Actual Accrual Calculation $or Cost Centers s&reen mae the follo1ing
entries,
6ield name Des!ription
&ser a!tions and values Comment
Cost centergroup
1000 'ost &enter grou German$
Period 'urrent erio# Eamle
Fiscal &ear 'urrent fis&al $ear Eamle
2est run 7 ntil the run is error-free
)etailed lists 7
Ee&ute
2est run Desele&t for ro#u&tion run
Ee&ute
8f $ou 1ant ro&essing to tae la&e in the a&groun# set 9acground Processing in the Processing Options area. 3his is re&ommen#e# for large#ata olumes.
ou &an simulate the a&&rual &al&ulation for testing an# fore&ast uroses. 3o
#o so set 2est un on the initial s&reen. 3his fun&tion enales $ou to &he&the results of a&&ruals &al&ulation 1ithout maing an$ &hanges to the
#ataase.8f $ou &hoose a&groun# ro&essing $ou hae to enter the ne&essar$ #ata on
the 9acground Processing" Jo@ Parameters s&reen,
6ield name Des!ription &ser a!tions and values Comment
Jo@ name /ame of a&groun# o An$
Planned start Date an# time Start ofa&groun# o
/o start a$ter Date an# time er limit of
time 1in#o1
mmediate
start
7 Jo starts
imme#iatel$
'he&
$esult
A&&rual &al&ulation triggers the follo1ing ostings,
• 3he a&&rual or#er is &re#ite#
• 3he &ost &enter is #eite#
'he& a&&rual ostings in reorting. ?or information on ho1 to &all a &ost &enter reortrefer to se&tion eporting of this usiness ro&ess #o&umentation Actual Postings in
Overhead Cost Controlling.
%:.1.2. Controlling Maintain Versions
&se
3his a&tiit$ is a $ear-en#-a&tiit$ 1hi&h &an e ee&ute# for seeral $ears at on&e. 8nthis 85G a&tiit$ $ou e#it the general ersion #efinition on the &lient leel.
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
!4. ou mae &ontrolling area settings in the 85G for the 'ost 'enter A&&ounting7erhea# 7r#ers or A&tiit$-%ase# 'osting &omonents.
. ou mae rofitailit$ segment settings in the 85G for the Profitailit$ Anal$sis&omonent.
?or #emo uroses %est Pra&ti&es alrea#$ #eliere# full$ maintaine#
ersions. 3herefore it is usuall$ not reuire# to a#ot the ersions in &ase of#emo.
Pro!edure
=!. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP )MG menu Controlling 4eneral Controlling Organi=ation &aintain
2ersions#ransa!tion !ode S:A4R:<=22<32
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller
(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Period End Closing
#aintain ,ersion Settings
=2. 7n the Choose Activit& s&reen &hoose #aintain Settings o$ ,ersion in Controlling
Area.
==. 7n the )etermine -or Area Entr& #ialog o mae the follo1ing entries,
6ield name Des!ription &ser a!tion and values Comment
Controlling
Area
1000
,ersion 0
=4. 7n the General ,ersion )e$inition s&reen sele&t the ersion 0 an# &hoose on the
Dialog Stru&ture Settings for ea&h fis&al $ear.
=*. Sele&t the ne1est $ear an# &hoose Cop& As (?6+. 7n the General ,ersion )e$inition
s&reen sele&t the ersion 0 an# &hoose on the Dialog Stru&ture Settings for ea&h
fis&al $ear.
=6. 7n the Change ,ie( 6Settings $or each $iscal &ear7" )etails o$ selected set s&reen
mae the follo1ing entries,
6ield name Des!ription &ser a!tions and values Comment
Fiscal >ear Othe ne1 fis&al $ear $ou1ant to maintain
,alue )ate O0!.0!.$$$$ $$$$ the fis&al
$ear $ou 1ant tomaintain
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=). 'hoose Save.
$esult
3he &ontrolling ersions are &omlete# for the net $ear(s+.
8f transort han#ling is a&tiate# in the &lient an inut for &ustomi:ing reuest
is reuire#. Assign the &ustomi:ing reuest $ou are assigne# to.
%:.1.%. Period 7o!
&se
se the erio# lo& to lo& lan an# a&tual usiness transa&tions for a &omination of&ontrolling area fis&al $ear an# ersion.
ou can use Actual and Plan to decide whether to oc! periods in actua or pan data$ oureceive a ist o" a &usiness transactions in actua or in panning data, with which you can oc!
individua transactions "or speci"ic periods$
Pro!edure
!0. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting Controlling Cost 'lement Accounting 'nvironment Perio! Loc( C#ange
#ransa!tion !ode %P1
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Enterrise 'ontroller
(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Period End Closing → Change
Period :oc
!!. 7n the Change period loc" nitial s&reen mae the follo1ing entries,
6ield name Des!ription &ser a!tions and values Comment
Controlling
Area
1000
Fiscal >ear Othe a&tual fis&al $ear
,ersion O0 Plan an# a&tual ersion
!2. 'hoose Actual.
!=. 7n the Change Actual Period :oc" Edit s&reen sele&t the erio# $ou 1ant to lo&
an# then &hoose :oc Period.
!4. 'hoose Save.
$esult
All '7-transa&tions are lo&e# for the sele&te# erio#.
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%;. Appendi
%;.1. $eversal of Pro!ess teps8n the follo1ing se&tion $ou &an fin# the most &ommon reersal stes 1hi&h $ou &an
tae to reerse some of the a&tiities #es&rie# in this #o&ument.
,ntering G"7 A!!ount do!uments
#ransa!tion !ode * AP G&)+ ?%*0
$eversal, ndividual reversal
#ransa!tion !ode * AP G&)+ ?%0
Business role General e#ger A&&ountant(SAP/%PR?8/A''-S+
Business role menu General :edger → G=: Account Processing
)ispla& G=: Account tems everse )ocument
Comment
$eposting of primary !osts
#ransa!tion !ode * AP G&)+ L%!!/
$eversal, everse
#ransa!tion !ode * AP G&)+ L%!4/
Business role Enterrise 'ontroller(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Actual Postings →
Actual Postings→ everse #anual epostings o$
Costs
Comment
$eposting of line items
#ransa!tion !ode * AP G&)+ L%6!
$eversal, everse
#ransa!tion !ode * AP G&)+ L%64
Business role Enterrise 'ontroller
(SAP/%PR'7/3R7ER-5+
Business role menuOverhead Cost Controlling
→
Actual Postings→
Actual Postings→ everse eposting o$ CO :ine
tems
Comment
$e!ording of statisti!al ey figures
#ransa!tion !ode * AP G&)+ L%=!/
$eversal, everse
#ransa!tion !ode * AP G&)+ L%=4/
Business role Enterrise 'ontroller
(SAP/%PR'7/3R7ER-5+Business role menu Overhead Cost Controlling → Actual Postings →
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Actual Postings→ everse Statistical 8e& Figures
Comment
Assessment hared ,penses
#ransa!tion !ode * AP G&)+ LS*
$eversal, Reerse assessment
#ransa!tion !ode * AP G&)+ LS*
Business role Enterrise 'ontroller(SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Period End Closing
→ E4ecute Actual Assessment C&cle $or Cost
Centers
Comment se same transa&tion
A!!rual !al!ulation#ransa!tion !ode * APG&)+
LSA=
$eversal, Reerse a&&rual &osts
#ransa!tion !ode * APG&)+
LSA=
Business role Enterrise 'ontroller (SAP/%PR'7/3R7ER-5+
Business role menu Overhead Cost Controlling → Period End Closing →
Actual Accrual $or Cost Centers
Comment se same transa&tion
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
tandard Cost Cal!ulation
%<. Purpose
Annuall$ the stan#ar# &osts for ro#u&ts are u#ate# as art of the annual oerationslanning (A7P+. 3his is ne&essar$ to refle&t the &hanges in the ri&es of ur&hase# arts
&hange in laor an# oerhea# &osts an# &hange in ills of materials an# oerationsnee#e# to manufa&ture the semi-finishe# an# finishe# goo#s.
7n&e the lanne# ri&es for ur&hase# arts are u#ate# an# lanne# a&tiit$ ri&es are
&al&ulate# a &osting run is #one to &al&ulate the ne1 stan#ar# lanne# ri&es of thematerials. 3he &al&ulate# stan#ar#s are &he&e#. 3he resonsile ersons are ase# to
mae ne&essar$ &orre&tions e.g. in master #ata. 7n&e the &al&ulations are &onsi#ere# toe &orre&t the ri&es are u#ate# as future lanne# &osts in the rese&tie material
master re&or#s.
"hen the &urrent $ear is &lose# the mare# &ost estimates are release#. 3his results in a
realuation of eisting inentor$ to the ne1 stan#ar# ri&es.
%=. Prerequisites
%=.1. Master Dataou hae entere# the master #ata reuire# to go through the ro&e#ures of this s&enario.Ensure that the follo1ing s&enario-se&ifi& master #ata eists efore $ou test this
s&enario,
Master Data Value ele!tion Comment
'ost 'enter All &ost &entersA&tiit$ 3$es All a&tiit$ t$es All a&tiit$ t$es use# in
the routings ; 1or &entersof the materials to e
&al&ulate#.
5aterial 5aster 5aterial t$e
?ER3 HA"A
Sele&t all materials 1hi&h
elong to this material
t$e
%=.2. $oles
&se
3he follo1ing roles must hae alrea#$ een installe# to test this s&enario in the SAP
/et"eaer %usiness 'lient (/"%'+. 3he roles in this %usiness Pro&ess Do&umentationmust e assigne# to the user or users testing this s&enario. ou onl$ nee# these roles if
$ou are using the /"%' interfa&e. ou #o not nee# these roles if $ou are using thestan#ar# SAP G8.
Prerequisites
3he usiness roles hae een assigne# to the user 1ho is testing this s&enario.
Business role #e!hni!al name Pro!ess step
Emlo$ee(Professional ser+
SAP/%PRE5P7EE-S Assignment of this roleis ne&essar$ for asi&
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
Business role #e!hni!al name Pro!ess step
fun&tionalit$.Product (ost(ontroer
SAP:NBPR:PRD(%S:(%NR4RCS A Steps
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%=.%. Preliminary teps3he follo1ing usiness ro&esses shoul# hae een finishe# efore $ou start &osting runsfor $our ro#u&ts,
%=.%.1. Pur!hased Material Pri!e Planning&se
During annual oerational lanning (A7P+ stan#ar# &osts for ur&hase# materials nee#
to e erio#i&all$ reie1e# an# u#ate# if ne&essar$ to mat&h the &urrent maret&on#itions an# negotiate# ri&es.
3his ro&ess egins 1ith transferring the uantities of materials reuire# from long termlanning an# #o1nloa#ing the latest ur&hase ri&es. 3he material reuirements aluate#
1ith the latest ur&hase ri&es are reie1e# $ the u$ers to &omare 1ith the &urrent
stan#ar#s. 3he u$ers u#ate the srea#sheet 1ith the ri&es that the$ #etermine shoul#e the ne1 stan#ar#. 3he u#ate# ri&es are then uloa#e# as the ne1 lanne# ri&es.
3hese lanne# ri&es are use# $ the ro#u&t &osting run to aluate the semi-finishe#an# fishe# goo#s to &ome u 1ith the stan#ar# &ost of goo#s sol# for the final ro#u&ts.
Pro!edure
?or this a&tiit$ run the Purchased #aterial Price Planning *1+ s&enario#o&ument in its entiret$.
%=.%.2. -on5Manufa!turing Cost Center Planning
&seDuring the annual oerational lanning (A7P+ the managers of non-manufa&turing &ost
&enters su&h as sales mareting a#ministratie resear&h an# #eeloment et&. lan the
&osts for arious &ost t$es;elements for their rese&tie &ost &enters. 3he usual startingoint for #eeloment of these lans is the a&tual #ata for the &urrent;reious $ear.
8n this ro&ess the reious $earCs a&tual eenses for these &ost &enters are &oie# intoan A7P u#get ersion in &ost &enter a&&ounting. As an alternatie the reious $earCs
u#get #ata &an also e use# as a starting oint for the eer&ise. 3he #ata in this ersion
is #o1nloa#e# into srea#sheets $ ea&h &ost element an# &ost &enter. 3he rese&tie&ost &enter managers reie1 an# u#ate the u#get alues a&&or#ing to their
reuirements an# lans. 3hen these lans are uloa#e# a& into the s$stem. 3he lans
in the s$stem are reie1e# an# finali:e#.3he lanne# #ere&iation on fie# assets is transferre# searatel$ to the &ost &enter lan
ersion. 3he s$stem &al&ulates the lanne# #ere&iation on assets $ &ost &enter ase# onthe asset alues oste# on the &ost &enters. 8n the &ase of &ost &enters haing ma&hiner$
the #ere&iation is lanne# ase# on &ost &enter an# a&tiit$ t$e.3he resour&e reuirements in the form of lanne# a&tiit$ uantities are transferre# from
Sales an# 7erations lanning to the &ost &enters as lanne# a&tiit$ &onsumtion. Plan
re&on&iliation et1een the S7P a&tiit$ reuirements an# manuall$ lanne#reuirements on the oerational &ost &enters is &arrie# out. 7n&e the a&tiit$ uantities
an# u#get amounts are finali:e# lanne# a&tiit$ ri&es are &al&ulate# in the s$stem.
Pro!edure
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
?or this a&tiit$ run the &anufacturing Cost Center Planning 5 1! 8 s&enario
#o&ument in its entiret$.
%=.%.%. etting Controlling Area
&se
3he &ontrolling area is to e set efore $ou &arr$ out the first stes in &ontrolling.
8f the &ontrolling area is alrea#$ assigne# in the user arameters (see the
Kui& Gui#e+ this ste is no longer ne&essar$ an# &an e omitte#.
Pro!edure
• A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting→ Controlling → Cost Element Accounting→
Environment→ Set Controlling Area
#ransa!tion !ode 7LLS
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Pro#u&t 'ost 'ontroller
(SAP/%PRPRD'7S3'7/3RR-S+
Business role menu Product Cost Controlling → Settings → Set Controlling Area
• 7n the Set Controlling Area s&reen enter 'ontrolling area 1 $
• Sae ( F5+ $our entr$ as a user arameter.
8>. Pro!ess 'vervie/ #a0lePro!ess step ,ternal
pro!essreferen!e
Business!ondition
Businessrole
#ransa!tion !ode
,pe!tedresults
Create !osting run Annuall$ #uringA7P ro&ess
Product (ost(ontroer
'L40/ 'osting run sae#1ith &orre&t
arameters.
,e!ute !ostingrun
Annuall$ #uring
A7P ro&ess
Product (ost(ontroer
'L40/ 'osting run
ee&ute# 1ithout
errors an# &ost
estimates sae# forall materials.
$evie/ errors 3he &ost
&ontroller
reie1s errors
an# e-mails the
unresole#
errors to themaster #ata team
Product (ost(ontroer
/;A 3he errors are
reie1e# an#
emails are sent.
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Pro!ess step ,ternalpro!essreferen!e
Business!ondition
Businessrole
#ransa!tion !ode
,pe!tedresults
AnalyFe proposedstandard pri!es
Anal$:e
roose#
stan#ar# ri&es
Product (ost(ontroer
/;A
$epeat annualoperating plans!enarios
Reeat the
annual oeratinglan s&enarios as
reuire#.
/;A /;A Annual oerating
lan s&enarios arereeate# as
reuire#.
,dit !ost run andee!ute
Annuall$ #uring
A7P ro&ess
Product (ost(ontroer
'L40/ 'osting run sae#
1ith &orre&t
arameters.
A'P5revenue !ostof sales transfer
<aluating the'7-PA lanne#
uantities to get
reenue an# &ost
of sales
amounts.
Product (ost(ontroer
See !)2 SalesKuantit$
%u#get an#
3ransfer to
S7P s&enario
Create froFen!osting run
"hen A7P isfro:en
Product (ost(ontroer
'L40/ 'osting run sae#1ith &orre&t
arameters.
,e!ute !ostingrun
Product (ost(ontroer
'L40/ 'osting run
ee&ute# 1ithout
errors an# &ost
estimates sae# forall materials.
Mar as future
planned pri!e
Product (ost
(ontroer
'L40/ ?uture lan ri&e
u#ate# in materialmaster
$elease standard!ost estimate andrevalue sto! atstart of ne/ fis!alyear
At start of ne1
fis&al $ear
Product (ost(ontroer
'L40/ Sto& realue# at
ne1 stan#ar# ri&e
81. Pro!ess teps
81.1. Creating Costing $un
&se
8n this a&tiit$ $ou &reate a &osting run.
Pro!edure 1
!*. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting Controlling Pro!uct Cost Controlling Pro!uct Cost Planning &aterial Costing Costing Run '!it Costing Run
#ransa!tion !ode 'L40/
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'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Pro#u&t 'ost 'ontroller(SAP/%PRPRD'7S3'7/3RR-S+
Business role
menu
Pro!uct Cost Controlling Pro!uct Cost Planning '!it CostingRun
!6. 7n the '!it Costing Run screen enter &osting run O$$$$-n 1here $$$$ is the u#get
$ear n is a numer et1een ! an# 9. Enter &osting run #ate as the first #a$ of the
u#get $ear.
!). 'hoose Create Costing Run. 3he General Data fol#er 1ill e ean#e#.
!. 7n the Costing ,ata ta age mae the follo1ing entries
6ield name Des!ription &ser a!tions and values Comment
Costing ,ariant YPC2
Costing ,ersion 02
Controlling Area 1000
Compan& Code 1000
!9. 'hoose Enter.
20. 7n the ,ates ta age mae the follo1ing entries,
6ield name Des!ription &ser a!tions and values Comment
Costing )ate $rom Start #ate of u#get erio#Costing )ate to En# #ate of u#get erio#
Kuantit& structure
dateStart #ate of u#get erio#
,aluation date Start #ate of u#get erio#
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2!. 'hoose Save.
3he 'ontrolling ersion 2 is use# for a&tiit$ rates.
$esult'osting run is sae# 1ith &orre&t arameters
81.2. ,e!uting Costing $un
&se
8n this a&tiit$ $ou ee&ute the &osting run.
Pro!edure
!. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting Controlling Pro!uct Cost Controlling Pro!uct Cost Planning &aterial Costing Costing Run '!it Costing Run
#ransa!tion !ode 'L40/
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Product (ost (ontroer -SAP:NBPR:PRD(%S:(%NR4RCS
Business rolemenu
Pro!uct Cost Controlling Pro!uct Cost Planning '!it CostingRun
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2. 7n the '!it Costing Run screen enter &osting run O$$$$-n 1here $$$$ is the u#get
$ear n is a numer et1een ! an# 9. Enter &osting run #ate as the first #a$ of the
u#get $ear.
=. 'hoose 'nter9
4. 7n the Costing Run Processing s&reen ean# the Processing sus&reen.
*. 8n the Selection ro1 &hoose Parameter .
6. 7n the &aterial "ype selections. &hoose &ultiple Selection an# enter RO>. >ALB. /'R"
"or the reevant pant$
). Sele&t Bac(groun! Processing .
. 'hoose Save. an# then &hoose Bac( .
9. 'hoose ')ecute.
!0. Sele&t Start Imme!iately an# &hoose Confirm.
!!. 'hoose Refres# until the log is #isla$e# or the status is set to green.
!2. 'he& the log an# resole error messages. "arning messages ma$ also e otential
rolems later on in the ro&ess so those nee# to e resole# too.
!=. 8n the Struct. E4plosion ro1 &hoose Parameter.
!4. Sele&t 9acground Processing.
!*. 'hoose Save an# then &hoose 9ac .
!6. 'hoose E4ecute.
!). Sele&t Start Imme!iately an# &hoose Confirm.
!. 'hoose Refres# until the log is #isla$e#.
!9. 'he& the log an# resole error messages. "arning messages ma$ also e otential
rolems later on in the ro&ess so those nee# to e resole# too.
20. 8n the Costing ro1 &hoose Parameter9
2!. Sele&t Log -y Costing Level an# Bac(groun! Processing .
22. 'hoose Save an# then &hoose Bac( .
2=. 'hoose ')ecute.
24. Sele&t Start Imme!iately an# &hoose Confirm.
2*. 'hoose Refres# until the log is #isla$e#.
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26. 'he& the log an# resole error messages. "arning messages ma$ also e otential
rolems later on in the ro&ess so those nee# to e resole# too.
2). Ean# the Costing Results. 'hoose &aterial Overview to see the materials &al&ulate#.
2. 8n the Analysis ro1 &hoose Parameter9
29. Doule-&li& SAP11.
=0. 'hoose Save. an# the &hoose Bac( .
=!. 'hoose ')ecute. A reort is #isla$e#.
$esult
'osting run is ee&ute# 1ithout errors an# &ost estimates are sae# for all materials. 3he&ost estimate is store# in ersion 2 for ea&h material.
'ption A( 8f there are errors reie1 the errors an# email the unresole#
errors to the master #ata team. Pro&ee# to the net ste.
'ption B( 8f there are no errors go to ste 4.4. Anal$:e Proose# Stan#ar#Pri&es.
81.%. $evie/ing ,rrors
&se
8n this ste the &ost &ontroller reie1s errors an# e-mails the unresole# errors to themaster #ata team.
$esult
3he &osting run is ro&esse# 1ithout errors.
81.8. AnalyFing Proposed tandard Pri!es
&se
3he &ost &ontroller anal$:es the roose# stan#ar# ri&es.
8n the s$stem are #efine# one aluation ariant for lanne# &ost an# anotheraluation ariant for a&tual &ost.
Planne# &ost, the &osting sheet atta&he# &ontains &ost of sales an#a#ministratie &osts in or#er to hae a real ri&e of the ro#u&t to the maret.
A&tual &ost, a&&or#ing to eisting legislation in #ifferent &ountries the a&tual
&ost of materials #oes not in&lu#e the sales an# a#ministratie &ostsY this issole# $ using a #ifferent &osting sheet.
8f the ro#u&t &ost is &orre&t ro&ee# to ste 4.) A7P Q Reenue 'ost ofSales 3ransfer. 8f the ro#u&t &ost is not &orre&t ro&ee# to the net ste.
81.9. $epeating Annual 'perating Plan !enarios
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
&se
8n this ste $ou reeat the annual oerating lan s&enarios as reuire#.
81.:. ,diting Costing $un and ,e!uting
&se
3he &osting run nee#s to e e#ite# an# ee&ute#. ?or #etails on &osting run lease referto the first t1o stes.
81.;. $evenue Cost of ales #ransfer
&se
8f '7-PA is not a&tiate# si this ste.
After sales uantities stan#ar# &osts an# all &ost &enter u#gets are finali:e# thelanne# #ata is transferre# to '7PA. 3he sales uantities are alue# 1ith lanne# salesri&es to get the lanne# reenue. At the same time the sales uantities are alue# 1ith
the stan#ar# &osts roen #o1n $ the &ost &omonents to get the lanne# &ost of sales.
3he lanne# &ost &enter &osts are allo&ate# to '7PA $ using lanne# assessment &$&les.3he aoe ro&esses result in a lanne# in&ome statement $ ro#u&t line. 3he lanne#
in&ome statement is reie1e#. After the in&ome statement is aroe# it is transferre#from the A7P u#get ersion in '7PA to the a&tie ersion. %oth the A7P u#get
ersion an# a&tie ersion are then lo&e# for lanning.
Pro!edure
?or this a&tiit$ run the Sales uantity Bu!get an! "ransfer to SOP 5 1+ s&enario #o&ument in its entiret$. 8n this s&enario the material &ost estimate is
use# to &al&ulate the &ost of goo#s sol# for the annual oerating lanning in'7-PA.
81.<. Creating 6roFen Costing $un
&se
8n this a&tiit$ $ou &reate a fro:en &osting run.
Prerequisites
3he &osting run for the roose# stan#ar# ri&es is 1ithout errors an# the ri&es are
&orre&t.
Pro!edure
2). A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting Controlling Pro!uct Cost Controlling Pro!uct Cost
Planning
&aterial Costing
Costing Run
'!it Costing Run#ransa!tion !ode 'L40/
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Pro#u&t 'ost 'ontroller(SAP/%PRPRD'7S3'7/3RR-S+
Business role
menu
Pro!uct Cost Controlling Pro!uct Cost Planning '!it CostingRun
2. 7n the '!it Costing Run screen enter &osting run O$$$$-n 1here $$$$ is the u#get
$ear n is a numer et1een ! an# 9. Enter &osting run #ate as the first #a$ of the
u#get $ear.
29. 'hoose Create Costing Run. 3he General Data fol#er is ean#e#.
=0. 7n the Costing ,ata ta age mae the follo1ing entries,
6ield name Des!ription &ser a!tions and values Comment
Costing ,ariant YPC1
Costing ,ersion 01
Controlling Area 1000
Compan& Code 1000
=!. 7n the ,ates ta age mae the follo1ing entries,
6ield name Des!ription &ser a!tions and values Comment
Costing )ate $rom Start #ate of u#get erio#
Costing )ate to En# #ate of u#get erio#
Kuantit& structuredate
Start #ate of u#get erio#
,aluation date Start #ate of u#get erio#
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
=2. 'hoose Save.
3he 'ontrolling ersion 0 is use# for a&tiit$ rates of the final &ost &enterlanning.
$esult
'osting run is sae# 1ith &orre&t arameters.
81.=. ,e!uting 6roFen Costing $un
&se
8n this a&tiit$ $ou ee&ute the fro:en &osting run that is use# to u#ate the futurestan#ar# ri&es for the materials.
Prerequisites3he fro:en &osting run is &reate#.
Pro!edure
42. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting Controlling Pro!uct Cost Controlling Pro!uct Cost Planning &aterial Costing Costing Run '!it Costing Run
#ransa!tion !ode 'L40/
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $oleBusiness role Product (ost (ontroer
-SAP:NBPR:PRD(%S:(%NR4RCS
Business rolemenu
Pro!uct Cost Controlling Pro!uct Cost Planning '!it CostingRun
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
4=. 7n the Edit Costing un s&reen enter &osting run O$$$$-n 1here $$$$ is the
u#get $ear n is a numer et1een ! an# 9. Enter &osting run #ate as the first #a$ of
the u#get $ear.
44. 'hoose Enter.
4*. 7n the Costing un Processing s&reen ean# the Pro&essing sus&reen.
46. 8n the Selection ro1 &hoose Parameter.
4). 7n the #aterial 2&pe sele&tions &hoose #ultiple Selection an# enter OI% IA:9%
FE2 .
4. 3o aoi# errors material t$e ?ER3 an# HA% must hae maintaine# %75 an#
Routings.
49. Sele&t 9acground Processing.
*0. 'hoose Save an# then &hoose 9ac .
*!. 'hoose E4ecute.
*2. Sele&t Start mmediatel& an# &hoose Con$irm.
*=. 'hoose e$resh until the log is #isla$e#.
*4. 'he& the log an# resole error messages. "arning messages ma$ also e otential
rolems later on in the ro&ess so those nee# to e resole# too.
8f the log #oes not aear &hoose S&stem O(n o@s to &he& if o 1as
&an&elle#.
**. 7n the Struct. E4plosion Ro1 &hoose Parameter.
*6. Sele&t 9acground Processing.
*). 'hoose Save an# then &hoose 9ac .
*. 'hoose E4ecute.
*9. Sele&t Start mmediatel& an# &hoose Con$irm.
60. 'hoose e$resh until the log is #isla$e#.
6!. 'he& the log an# resole error messages. "arning messages ma$ also e otential
rolems later on in the ro&ess so those nee# to e resole# too.
62. 8n the Costing ro1 &hoose Parameter.
6=. Sele&t :og @& Costing :evel an# 9acground Processing.
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
64. 'hoose Save an# then &hoose 9ac .
6*. 'hoose E4ecute.
66. Sele&t Start mmediatel& an# &hoose Con$irm.
6). 'hoose e$resh until the log is #isla$e#.
6. 'he& the log an# resole error messages. "arning messages ma$ also e otential
rolems later on in the ro&ess so those nee# to e resole# too.
69. Ean# the 'osting Results. 'hoose #aterial Overvie( to see the materials
&al&ulate#.
)0. 8n the Anal&sis ro1 &hoose Parameter.
)!. Doule-&li& SAP11.
)2. 'hoose Save an# then &hoose 9ac .
)=. 'hoose E4ecute. A reort is #isla$e#.
$esult
'osting run is ee&ute# 1ithout errors an# &ost estimates are sae# for all materials. 3he&ost estimate is store# in ersion ! for ea&h material.
;%.1. Maring the 6uture Planned Pri!es&se
8n this a&tiit$ $ou mar the &al&ulate# ri&es as future lanne# ri&es in the materialmasters.
Prerequisites
3he &osting run for the roose# stan#ar# ri&es is 1ithout errors an# the ri&es are
&orre&t.
Pro!edure
2=. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+
AP ,CC menu Accounting Controlling Pro!uct Cost Controlling Pro!uct Cost Planning &aterial Costing Costing Run '!it Costing Run
#ransa!tion !ode 'L40/
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Pro#u&t 'ost 'ontroller
(SAP/%PRPRD'7S3'7/3RR-S+
Business role
menu
Pro!uct Cost Controlling Pro!uct Cost Planning '!it Costing
Run
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
24. Enter the relevant costing run an# &hoose 'nter9
2*. 7n the Costing un Processing s&reen ean# the Pro&essing sus&reen.
26. 8n the #aring ro1 &hoose Authori'ation.
2). Sele&t &oman$ &o#e an# &hoose 8ssue maring allo1an&e.
2. 8n the Costing variant fiel# enter ?PC1 an# in the Costing version fiel! enter 1 "or this
scenario.
29. 'hoose ssue maring allo(ance 5'nter8 and choose Bac( .
=0. 7n the #aring ro1 &hoose Parameter .
=!. Sele&t "est Run as nee#e#.
=2. Sele&t 9acground Processing.
==. 'hoose Save. an# then &hoose Bac( .
=4. 'hoose ')ecute.
=*. Sele&t Start Imme!iately an# &hoose Confirm.
=6. 'hoose Refres# until the log is #isla$e#.
=). 'he& the log an# resole error messages.
$esult
?uture lanne# ri&e is u#ate# in material master.
'ption A( 8f there are errors reie1 the errors e#it &osting run an# ee&ute.
'ption B( 8f there are no errors go to the net ste.
;%.2. $eleasing tandard Cost ,stimate and $evaluingto! at tart of -e/ 6is!al 3ear
&se
3his a&tiit$ releases stan#ar# &ost estimates an# realue sto& at start of ne1 fis&al $ear.
Prerequisites
?uture lanne# ri&es are mare# in the material master.
Pro!edure
=. A&&ess the transa&tion &hoosing one of the follo1ing naigation otions,
'ption 1( AP Graphi!al &ser )nterfa!e *AP G&)+AP ,CC menu Accounting Controlling Pro!uct Cost Controlling Pro!uct Cost Planning &aterial Costing Costing Run '!it Costing Run
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
#ransa!tion !ode 'L40/
'ption 2( AP -eteaver Business Client *AP -BC+ via Business $ole
Business role Pro#u&t 'ost 'ontroller
(SAP/%PRPRD'7S3'7/3RR-S+Business rolemenu
Pro!uct Cost Controlling Pro!uct Cost Planning '!it CostingRun
=9. Enter the relevant costing run an# &hoose 'nter9
40. 7n the Costing un Processing s&reen ean# the Pro&essing sus&reen.
4!. 7n the Costing un elease s&reen in the elease ro1 &hoose Parameter.
42. Sele&t 2est un as nee#e#.
4=. Sele&t 9acground Processing.
44. 'hoose Save% an# then &hoose 9ac .
4*. 'hoose E4ecute.
46. Sele&t Start mmediatel& an# &hoose Con$irm.
4). 'hoose e$resh until the log is #isla$e#.
4. 'he& the log an# resole error messages.
$esult
Sto& is realue# at ne1 stan#ar# ri&e for all materials.
3he ne1 stan#ar# ri&e &annot e u#ate# efore the first #a$ of the ali#it$
of the &osting run. Eamle, 'osting run ali# from 0!;0!;2009 so releasing
the stan#ar# ri&e is ossile on 0!;0!;2009 at the earliest.
;8. Appendi
;8.1. $eversal of Pro!ess teps8n the follo1ing se&tion $ou &an fin# the most &ommon reersal stes 1hi&h $ou &an
tae to reerse some of the a&tiities #es&rie# in this #o&ument.
Create !osting run
#ransa!tion !ode * AP G&)+ 'L44
$eversal, )elete Costing un
#ransa!tion !ode * AP G&)+ 'L44
Business role Product (ost (ontroer -SAP:NBPR:PRD(%S:(%NR4RCS
Business role menu Pro!uct Cost Controlling Pro!uct Cost Planning
,elete Costing Run
Comment 8mortant, 7nl$ #elete a &osting run if the
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SAP Best Practices General 'ost 'enter Planning (!)*+, %PD
&al&ulations are not nee#e#.
,e!ute !osting run
#ransa!tion !ode * AP G&)+ 'L40/
$eversal, /=A#ransa!tion !ode * AP G&)+ /;A
Business role Product (ost (ontroer -SAP:NBPR:PRD(%S:(%NR4RCS
Business role menu Pro!uct Cost Controlling → Product Cost Planning→
Edit Costing un
Comment ou &an ee&ute the single stes as often as
ne&essar$ until the &al&ulations an# ri&es are
&orre&t.
Mar as future planned pri!e#ransa!tion !ode * AP G&)+ 'L40/
$eversal, /=A
#ransa!tion !ode * AP G&)+ /;A
Business role Product (ost (ontroer -SAP:NBPR:PRD(%S:(%NR4RCS
Business role menu Pro!uct Cost Controlling → Product Cost Planning→
Edit Costing un
Comment ou &an mar the ri&es as often as nee#e#. 3he
reiousl$ mare# ri&e is oer1ritten.
l d d i d l f fi l