Domain: Finance Data & Reporting

Responsibility area: Maintain Costing Master Data

Table of contents 


1. Objective and Scope

1.1. Objective of this Operation

The purpose of this procedure is to explain how to maintain a hierarchy of cost elements in SAP. 

The hierarchies of cost elements are important in

There are 2 core hierarchies to be maintained carefully:

                      From  it is replaced by the hierarchy ZSOLV and ZRCS-FC will not be maintained anymore.


When you change one of these cost elements hierarchies, you must carefully follow the following rules: 

  1. A cost element hierarchy needs to be maintained in WP2 & PF2. For instance if you do a change in the hierarchy in WP2, you have to do it in PF2 (or vice versa). 
  2. All cost elements should be included in the core hierarchies
  3. A hierarchy is unique. A cost element can not be included in 2 groups (even if SAP does not prevent you from doing it). There are 10 exceptions in the hierarchy XCS-ALL in WP2 (no new exceptions are accepted without prior validation by a costing expert)
  4. There is a standard number of levels in each core hierarchy, do not create new ones. 
  5. All cost elements should be included in the lowest group

Examples:

there are 5 levels in the ZSOLV hierarchy, it is forbidden to create a 6th level >>

All cost elements should be included at the lowest level of the hierarchy >>



1.2. Scope

All entities in WP2 & PF2

2. Definitions

See Finance - Glossary

3. Tasks description

3.1. I update the cost element hierarchy


STEP 1

Start the transaction using transaction code KAH2

Double-click 




Change cost element group : Initial Screen




STEP 2

Enter the cost element group to be updated

and 

Then you can:




STEP 3

1. Create a new group

Click on the group above where you want to add a new subgroup

and then click 


Enter the code of the new group and its description

Be careful, when the code is created, you can not change it anymore. If it is wrong and not consistent with the existing codification, you must delete the group and create a new one. 




2. Delete an existing group

Click on the group you want to delete

and then click 

The group to be deleted is highlighted in red


Click the button remove 

Before deleting a group, make sure there is no more cost element included in the group otherwise you must move them before in another group. 




3. Move an existing group

Click on the group you want to move and then click 

The group to be moved is highlighted in red

Click on the group in which you want to include the group and then click 


The group has moved





4. Rename a group

You can easily change the description of a group

Remember that hierarchies are used in reporting tools. To make them easier to read: 

  • Maintain consistency in descriptions (avoid mixing upper and lower case letters)
  • Avoid too long descriptions




5. Include a new cost element

Click the group in which you want to include a new cost element

and then click 

you can click several times if you want to include more than 5 cost elements

Enter the code of the cost element you want to include 




6. Change the group of a cost element

Click on the cost element you want to move

and then click 

The cost element to be moved is highlighted in red

Click on the group in which you want to include the cost element and then click 

The cost element has moved




STEP 4

Once your changes are done   and 

There is a message at the bottom of the page 

You can leave the transaction 


3.2. I communicate that the cost element hierarchy has been updated