Domain: SU Management Accounting

Responsibility area: Maintain Costing Master Data

Table of contents 


Scope

ERP

Frequency

References

KL01 - Create Activity Type

KL02 - Change Activity Type

Forms

Attachments

I receive a request to create/update activity types << I create/update activity types >> Next OP



1. Objective and Scope

1.1. Objective of this Operation

The purpose of this procedure is to explain how to create and update an activity type..

1.2. Scope

Worldwide.

2. Definitions

See Finance Glossary

3. Tasks description

3.1. I get informed of a need for an activity type creation or update

I receive request through service one or through the Finance data PRS workflow that an activity type needs to be created.

I analyze the information and ensure that it's done by an authorized requester in document “PLANT COSTING CONTACTS”.

3.1.1. I create an activity type

STEP 1

Start the transaction using the menu path or transaction code KL01

Double-click  

 

Create Activity Type: Initial Screen

STEP 2

  1. Enter the activity type 
  2. Enter the validity date
  3. You can enter a reference 

Click or 



 

 

STEP 3

In the tab "Basic data" enter: 

  1. Name & Description

  2. Activity Unit

  3. Cost center categories

  4. Activity Type category

  5. Allocation cost element.

  6. Price indicator. It determines how the price of an activity type is calculated for a cost center, for the plan.

  7. The same values exist for the actual.

 

 

In the tab "Indicators", you can lock an activity type

In the tab "History", you can view the change history for the activity type

Save 

A message displays that the activity type is created.

 

3.1.2. I update an activity type

STEP 1

Start the transaction using the menu path or transaction code KL02

Double-click 

 

Change Activity Type: Initial Screen

STEP 2

Enter the activity type to be changed

Click or 

 

STEP 3

Perform changes, in the tab "Basic data" 

For instance you can select several cost centers categories by clicking on 

Then continue  

When all changes are performed, save 

A message displays that the activity type is changed


 

3.2. I communicate that the activity type has been created/updated

I notify the requester that the activity type is created or updated.