I update a cycle 

Process: Costing Model Architecture

Responsibility area: Maintain cycles

The procedure is only applicable for existing cycle

Global Business Services (GBS)

  • Update the cycle (creation, modification or blocking of segments)

Local Finance

  • Information for the cycle changes
Scope
WP2, PF2
Frequency
     
References

Attachments

N/A

I update a cycle >> SBS-OP-DRTR-02-110 - I update the analytical structure file



  Guideline  

 I receive new information: cost element, cost center, allocation(...) . The modifications have to be done on request.

Open the file for PF2 or WP2

Find:

  • The cycle code
  • The allocation structure or assessment cost element
  • Statistical key figure when applicable
  • Receiver cost centers or IECRA

STEP 1

Start the transaction using transaction code KSV2

 

Change Actual Distribution Cycle: Initial Screen

Budget Distribution

For budget distribution allocations insert KSV8.

 

 

STEP 2

  Enter the cycle code and the starting date

and 

If you don't know the Starting Date, do not insert the date, and choose the most recent one.

 

 

STEP 3

 Open the Segment Overview dialog box

Click  

 

 

 

STEP 4

Select the segment to be updated and choose 

Or create a new segment by clicking 

 

 

 

 

 

 

 

 

 

STEP 5

Make the appropriate changes to the segment as required


 

 

 

Please see KSV1 - Create Actual Distribution Cycle  to better understand the changes that can be performed.

 

 

 

 

 

STEP 6


After  the appropriate changes to the segment,  click on  , to do a Formal Check.


 

If there is any errors , you need to analyse and correct.

Disregard Warnings

 

STEP 7

After the appropriate changes and the formal check Save .

 

STEP 8

It is also possible to perform mass changes on cycles in terms of dates. 

To do so, please contact IS Team by the appropriate tool, requesting the creation of a LSWM and providing the respective list of the cycles to be changed. 

Afterwards, IS Team will request to process the batches sessions created for this purpose

STEP 1

Start the transaction using transaction code KSU2

 

Change Actual Assessment Cycle: Initial Screen

 

 

STEP 2

 Enter the cycle code and the starting date

and 


 

If you don't know the Starting Date, do not insert the date, and choose the most recent one.

 

 

STEP 3

 Open the Segment Overview dialog box

Click 

 

 

 

STEP 4

Select the segment to be updated and choose 

Or create a new segment by clicking 

 

 

 

 

 

 

 

 

 

STEP 5

Make the appropriate changes to the segment as required

Please see KSU1 - Create Actual Assessment Cycle to better understand the changes that can be performed.

You can lock a segment, by checking the lock indicator box 


 

 

 

STEP 6

After  the appropriate changes to the segment,  click on , to do a Formal Check.

 

 

If there is any errors , you need to analyse and correct.

Disregard Warnings

STEP 7

After the appropriate changes and the formal check Save .

 

STEP 8

It is also possible to perform mass changes on cycles in terms of dates.

To do so, please contact IS Team by the appropriate tool, requesting the creation of a LSWM and providing the respective list of the cycles to be changed.

Afterwards, IS Team will request to process the batches sessions created for this purpose.

Before starting, make sure you are in the right operating concern with KEBC - Setting Operating concern. List of operating concern : Rules - CO structure

STEP 1

Start the transaction using transaction code KEU2

 

CO-PA Change Actual Assessment: Initial Screen

 

 

STEP 2

 Enter the cycle code and the starting date

and 

 

 

STEP 3

 Open the Segment Overview dialog box

Click 

 

 

 

STEP 4

Select the segment to be updated and choose 


 

 

 

 

 

 

 

Or create a new segment by clicking 

 

STEP 5
Make the appropriate changes to the segment as required and save 

STEP 6

It is also possible to perform mass changes on cycles in terms of dates. 

To do so, please contact IS Team by the appropriate tool, requesting the creation of a LSWM and providing the respective list of the cycles to be changed. 

Afterwards, IS Team will request to process the batches sessions created for this purpose. 

 

STEP 1

Start the transaction using transaction code 3KE2

 

EC-PCA Change Actual Assessment Cycle: Initial Screen

 

 

STEP 2

 Enter the cycle code and the starting date and 

 

 

STEP 3

Open the Segment Overview dialog box and click 

 

 

 

STEP 4

Select the segment to be updated and choose 

Or create a new segment by clicking 

 

 

 

 

 

 

 

 

STEP 5

Make the appropriate changes to the segment as required and save 

 

 

Please see 3KE1 - Create Profit Center Assessment Cycle to better understand the changes that can be performed.

 

 

STEP 6

After entered the appropriate changes click on  to perform a formal check.

 

Please note the formal check is not a complete check. The system checks the cycle with the master data. It does not guarantee that you can carry out the cycle without errors. You can only check this if you start the cycle in the test run. If there is a formal error you receive a message text. Only red light errors have to be corrected, a green light is OK and a yellow light has to be checked.

 

 

STEP 7

When the formal check is OK save entries by clicking on 

 

 

STEP 1

Start the transaction using transaction code 4KE2

EC-PCA Change Actual Distribution Cycle: Initial Screen

 

 

STEP 2

 Enter the cycle code and the starting date

and 

 

 

STEP 3

 Open the Segment Overview dialog box

Click 

 

 

 

STEP 4

Select the segment to be updated and choose 

Or create a new segment by clicking 

 

 

 

 

 

 

 

 

 

STEP 5

Make the appropriate changes to the segment as required and save 

 

 

Please see 4KE1 - Create Profit Center Distribution Cycle to better understand the changes that can be performed.

 

 

 

 

 

STEP 6

After entered the appropriate changes click on  to perform a formal check.

Please note the formal check is not a complete check. The system checks the cycle with the master data. It does not guarantee that you can carry out the cycle without errors. You can only check this if you start the cycle in the test run. If there is a formal error you receive a message text. Only red light errors have to be corrected, a green light is OK and a yellow light has to be checked.

 

 

STEP 7

When the formal check is OK save entries by clicking on 


 

I inform the requester