Step 1 

Use transaction code : KSU1

 

 

 

Create Actual Assessment cycle : Initial Screen

 

 

Step 2 

Enter the cycle code and the starting date and 

 

 

Step 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
  3. Check the Indicator "Iterative"
  4. Check the Field Groups "Object Currency"

 

 

Step 4 

Click 


 

 

 

 

 

 

 

 

 

Step 5

Enter the segment code and description

 

 

Step 6

Update the tab "Segment Header" :

  1. Assessment Cost element or Allocation structure
  2. Sender values:
    • Sender rule = Posted amounts
    • Share in % = 100 %
  3. Receiver tracing factor : 
Receiving ruleWP1PF1Action
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

 

 

Step 7

Go to the tab "Senders/Receivers"

 

 

Step 8

Update the tab "Senders/Receivers"

  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). It is not necessary when an allocation structure is used
  3. Enter the receiving cost center or group of cost centers

 

 

Step 9

Go to the tab "Sender Values"

Normally there is nothing to update

 

 

Step 10

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. 

 

 

Step 11

Go to the tab "Receiver Weighting Factors"

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

 

 

Segment header = Fixed percentage

=> Enter the allocation key per receiving cost center 

The total is equal to 100 %

Segment header = Fixed amount

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

Make sure the currency is correct

Segment header = Actual Statistical Key Figures

=> It should not be necessary to update this tab when a statistical key figure is used

Step 12

Create a new segment by clicking 

 

 

 

Step 13

Save