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changes.mady.by.user ROLLIER, Charlotte

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changes.mady.by.user CHANSRI, Surachet

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titleStep 1

Step 1 

Use transaction code : KSU1

 


Info

 

 

InfoCreate Actual Assessment cycle

Page_title
: Initial Screen

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titleStep

2 

2

Enter the cycle code and the starting date and Image Modified


Info

Assessment cycles Rules - Necessary to Use the Rules for Codification

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If you want to copy from another cycle (Normally to create again a cycle from one year to another):

  • Cycle - Cycle Name (Maintain the Name the codification)
  • Start Date - 01.01.YYYY
  • Controlling Area - See link for possible Controlling Areas



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titleStep 3

Enter the cycle code and the starting date

 

  1. Enter the validity date (to last day of the year)
  2. Enter the description of the cycle
Select
  1. Check the Indicator "
type of value Category" =  1  (Select unsplit costs)
  • Enter the controlling area
  • Select the "TF basis" =  1  (Costing-based Profitability Analysis)
    1. Iterative"
    2. Check the Field Groups "Object Currency"

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    Step 4 

    Click Image Modified

     






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    titleStep 5

    Enter the segment code and description

     

    Segment Code - Normally the Cost Center Sender (Ex: B712345678 or 0224-2000)

    Segment Description - Cost Center Description

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    titleStep 6

    Update the tab "Segment Header" :

    1. Assessment Cost element or Allocation structure

    Value Field or PA transfer structure



    1. Info

      Assessment cycles Rules - Check the Rules to use the Correct Cost Element or Allocation Structure

    2. Sender values:
      • Sender rule
      • Share in % = 100 %
    3. Receiver tracing factor : 
    Receiving ruleWP2PF2Action
    Variable portionsNot usedStandardChoose Var. portion type = Actual Statistical Key figures
    Fixed amounts

    Specific

    		SpecificUpdate the Amount in "Receiving Tracing Factor"
    Fixed percentages

    Standard

    		StandardUpdate the allocation keys in "Receiving Tracing Factor"
    Fixed portions

    Not used

    		Not usedNot used

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    titleStep 7

    Go to the tab "Senders/Receivers"

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    titleStep 8

    Update the tab "Senders/Receivers"

       (1st page)

    1. Enter a cost center or a group of cost center (group in the standard hierarchy)
    2. Enter a cost element or a group of cost element (in the hierarchy: ZRCS-CNP for WP2 / XCS-ALL for PF2). It is not
    compulsory
    1. necessary when
    a transfer
    1. an allocation structure is used.
    2. Enter the
    company code

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    1. receiving Object or group of Objects (Order Cost Center, Cost Object or WBS Element)

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    Step 9

    Update

    Go to the tab "

    Senders/Receivers"   (2nd page)

    Go down with Image Removed or using Image Removed

     

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    Step 10

    Update the tab "Senders/Receivers" (2nd page)

  • Enter the plant code when requested (mainly for production cost centers)

    • Sender Values"

    Normally there is nothing to update (Only if it is Specific or an Exception, you have to insert a price or a rate)

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    titleStep 10

    Info

    Only when the Variable portions => Actual Statistical Key Figures have been chosen in the tab "Segment Header"

    Go to the tab "Receiver Tracing Factor" & enter the Stat. Key fig.

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    Enter the receiving IECRA or a group of IECRA
    Info

    Other information can be updated when requested

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    Step 11

    Go to the tab "Receiver

    Tracing Factor"

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    Step 12

    Update the tab "Receiver Tracing Factor"

    Weighting Factors"


    Enter the receivers depending on the receiver tracing factor chosen in the tab "Segment Header" :

    Segment header = Fixed percentage

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    => Enter the allocation key per receiving cost center 

    Warning

    The total needs to equal to 100 %

    Segment header = Fixed amount

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    => Enter the real amount to be allocated to each cost center

    Warning

    Make sure the currency is correct

    Segment header = Actual Statistical Key Figures

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    => It should not be necessary to update this tab when a statistical key figure is used. Only when you want to Restrict the Receivers, in that case remove the Factor for the Cost Center Receiver.




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    titleStep 12

    Enter the allocation rate in percentage and Image Removed
    Warning

    the total must be equal to 100 %

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    Step 13

    Create a new segment by clicking Image Modified




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    titleStep 13

     

    Cycle Run Group

     




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    Step 14

    Save Image Modified

     


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