Use transaction code : KSU1

 

: Initial Screen

 

 

Enter the cycle code and the starting date and 

 

Assessment cycles Rules - Necessary to Use the Rules for Codification

 

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

 

 

 

 


  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"

 

 

Click 

 

 

 

 

 

 

 

Enter the segment code and description


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

Segment Description - Cost Center Description

 

 

Update the tab "Segment Header" :

  1. Assessment Cost element or Allocation structure

    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 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

 

 

Go to the tab "Senders/Receivers"

 

 

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 for WP1. XCS-ALL for PF1). It is not necessary when an allocation structure is used.
  3. Enter the receiving Object or group of Objects (Order Cost Center, Cost Object or WBS Element)

 

 

Go to the tab "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)

 

 


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.

 

 

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 needs to equal to 100 %

Segment header = Fixed amount

=> Enter the real 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. Only when you want to Restrict the Receivers, in that case remove the Factor for the Cost Center Receiver.

 

 

 

Create a new segment by clicking 

 

 

 

Save