Post on 13-Feb-2016
EHP3 for SAP ERP 6.0
December 2009
English
Overhead Cost Controlling for Utilities (690)
SAP AGDietmar-Hopp-Allee 1669190 WalldorfGermany
Building Block Configuration Guide
SAP Best Practices Overhead Cost Controlling for Utilities (690): Configuration Guide
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SAP Best Practices Overhead Cost Controlling for Utilities (690): Configuration Guide
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SAP Best Practices Overhead Cost Controlling for Utilities (690): Configuration Guide
Contents
Overhead Cost Controlling for Utilities............................................................................................5
1 Purpose................................................................................................................................... 5
2 Preparation.............................................................................................................................. 5
2.1 Prerequisites.................................................................................................................. 5
2.1.1 Building Blocks..........................................................................................................5
3 Configuration........................................................................................................................... 5
3.1 Basic Master Data.........................................................................................................5
3.1.1 Cost Elements and Groups.......................................................................................5
3.1.1.1 Deleting Unneeded Default Settings for Primary Cost Elements......................5
3.1.1.2 Making Default Settings for Primary Cost Elements - Costs.............................6
3.1.1.3 Creating Primary Cost Elements: Creating Batch Input Session......................7
3.1.1.4 Creating Primary Cost Elements: Executing Batch Input Session....................7
3.1.1.5 Creating Secondary Cost Elements..................................................................7
3.1.1.6 Text Maintenance Cost Elements Costs...........................................................8
3.1.1.7 Creating Groups: Cost Elements......................................................................8
3.1.2 Cost Centers and Groups........................................................................................10
3.1.2.1 Creating Cost Centers....................................................................................10
3.1.2.2 Creating Alternative Groups: Cost Centers.....................................................11
3.1.3 Statistical Key Figures.............................................................................................14
3.1.3.1 Creating Statistical Key Figures......................................................................14
3.1.4 Activity Type............................................................................................................15
3.1.4.1 Creating Activity Types...................................................................................15
3.1.4.2 Changing Activity Type/Price Planning Actual Year........................................16
3.1.4.3 Changing Activity Type/Price Planning Next (Budget) Year............................18
3.2 Maintenance Cost Control...........................................................................................19
3.2.1 Settings for Display of Costs...................................................................................19
3.2.1.1 Maintaining Value Categories.........................................................................19
3.2.1.2 Assigning Cost Elements to Value Categories................................................19
3.2.2 General Order Settlement.......................................................................................20
3.2.2.1 Creating Allocation Structure..........................................................................20
3.2.2.2 Creating Settlement Profiles...........................................................................22
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SAP Best Practices Overhead Cost Controlling for Utilities (690): Configuration Guide
Overhead Cost Controlling for Utilities
1 PurposeThis configuration guide provides the information you need to set up the configuration of this building block manually.
If you do not want to configure manually and prefer an automated installation process using eCATTs and BC Sets, use the Building Block Installation Assistant.
2 Preparation
2.1 Prerequisites2.1.1 Building BlocksBefore you start installing this building block, you must install prerequisite building blocks. For more information, see the building block prerequisite matrix (Prerequisites_Matrix_[xx]_EN_ZH.xls; the placeholder [xx] depends on the SAP Best Practices version you use, e.g. UTL refers to the SAP Best Practices Utilities Package: Prerequisites_Matrix_UTL_EN_ZH.xls). This document can be found on the SAP Best Practices documentation DVD in the folder ..\BBLibrary\General\.
3 Configuration
3.1 Basic Master Data3.1.1 Cost Elements and Groups
3.1.1.1 Deleting Unneeded Default Settings for Primary Cost Elements
UseCost elements are created with batch input sessions. SAP standard delivers some examples for creation of the batch input sessions, which are not used for SAP Best Practices. These examples have to be deleted so that the correct batch input sessions can be created.
Procedure1. Access the activity using one of the following navigation options:
Transaction code OKB2
IMG menu Controlling Cost Element Accounting Master Data Cost Elements Automatic Creation of Primary and Secondary Cost
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SAP Best Practices Overhead Cost Controlling for Utilities (690): Configuration Guide
Elements Make Default Settings
2. On the Determine Work Area: Entry screen, provide chart of accounts YACN and choose Enter.
3. On the Change View Automatic Generation of Cost Elements: Default Setting: screen, choose Select All (F7).
4. Choose Delete (Shift + F2) and save your entries.
ResultThe default settings are deleted. The screen is empty.
3.1.1.2 Making Default Settings for Primary Cost Elements - Costs
UseThe ranges of cost elements to be created are defined.
PrerequisitesThe respective P&L accounts must have been created in FI. This has been done during installation of layer 0.
Procedure1. Access the activity using one of the following navigation options:
Transaction code OKB2
IMG menu Controlling Cost Element Accounting Master Data Cost Elements Automatic Creation of Primary and Secondary Cost Elements Make Default Settings
2. On the Determine Work Area: Entry screen, provide chart of accounts YACN and choose Enter.
3. On the Change View Automatic Generation of Cost Elements: Default Setting screen, choose New Entries (F5).
4. On the New Entries: Overview of Added Entries screen, make the following entries:
Acct from Account to CElem cat.
56010451 56010451 01
56980101 56980101 01
56980201 56980201 01
56980301 56980301 01
56980401 56980401 01
57010204 57010204 01
59010202 59010202 22
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5. Choose Save.
3.1.1.3 Creating Primary Cost Elements: Creating Batch Input Session
Procedure1. Access the activity using one of the following navigation options:
Transaction code OKB3
IMG menu Controlling Cost Element Accounting Master Data Cost Elements Automatic Creation of Primary and Secondary Cost Elements Create Batch Input Session
2. On the Create Batch Input Session to Create Cost Elements screen, make the following entries:
Field name Description User actions and values Comment
Controlling Area 1000
Valid from Valid from date the first day of previous year Maintain previous year so that postings concerning previous year can be made.
Valid to Valid to date 9999.12.31
Session Name <User-ID>
Batch input user <User-ID>
3. Choose Execute.
3.1.1.4 Creating Primary Cost Elements: Executing Batch Input Session
Procedure1. Access the activity using one of the following navigation options:
Transaction code SM35
IMG menu Controlling Cost Element Accounting Master Data Cost Elements Automatic Creation of Primary and Secondary Cost Elements Execute Batch Input Session
2. On the Batch Input: Session Overview screen, select session <User-ID> and process the session.
ResultYou have created the primary cost elements in Controlling Area 1000.
3.1.1.5 Creating Secondary Cost Elements
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UseSecondary cost elements are controlling-specific and have no counter part in FI. They are used to describe the consumption of resources provided or produced by the company itself. They enable the controller to assign to a cost object the real amount of resource consumption caused by it.
Procedure1. Access the activity using the following navigation options:
SAP ECC menu Accounting Controlling Cost Center Accounting Master Data Cost Element Individual Processing Create Secondary
Transaction code KA06
2. If the Set Controlling Area dialog appears enter 1000 then choose Continue.
3. On the Create Cost Element: Initial Screen, provide the necessary data and choose Master Data.
4. On the Create Cost Element: Basic Screen, provide the necessary data.Cost element
Valid from Valid to Name Description CElem categ.
Unit meas.
86101000 2007.01.01 9999.12.31PS Progress Analysis
PS Progress Analysis 61
5. Choose Save.
ResultYou have created the secondary cost elements in Controlling Area 1000.
3.1.1.6 Text Maintenance Cost Elements Costs
UseTexts are to be maintained in local language. For this it is necessary to logon with this language. Enter the description using transaction KA02.
3.1.1.7 Creating Groups: Cost Elements
UseCost element groups enable the controller to address cost elements in groups by providing the group name instead of single cost element names, such as in Customizing or reporting.
3.1.1.7.1 Cost Element Groups: Header and Text
UseCost element groups are created and texts are maintained.
Procedure1. Access the activity using the following navigation options:
SAP ECC menu Accounting Controlling Cost Element Accounting Master Data Cost Element Group Create
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Transaction code KAH1
2. On the Create Cost Element Group: Initial Screen, provide Cost element group and choose Enter.
3. On the Create Cost Element Group: Structure screen, provide the necessary data and choose Save.
Make the following sets of entries:
Cost element group Description
YUCE_PROJ Project Cost
YUCE_MTEN Maintenance Cost
ResultYou have created the cost element groups.
3.1.1.7.2 Cost Element Groups: Values (Cost Elements)
UseThe purpose of this activity is to assign all cost elements to one of the cost element groups.
Procedure1. Access the activity using one of the following navigation options:
SAP ECC menu Accounting Controlling Cost Center Accounting Master Data Cost Element Group Change
Transaction code KAH2
2. On the Change Cost Element Group: Initial Screen, provide cost element group and choose Hierarchy.
3. On the Change Cost Element Group: Structure screen, choose Insert Cost Element.
4. Provide minimum and maximum value of cost element range to be assigned.
5. Choose Save.
Make the following sets of entries:
Cost Element Group From Value To Value
YUCE_PROJ 56980101 56980101
YUCE_PROJ 56980201 56980201
YUCE_PROJ 56980301 56980301
YUCE_PROJ 56980401 56980401
YUCE_PROJ 57010204 57010204
YUCE_PROJ 59010202 59010202
YUCE_MTEN 56010941 56010941
1800_CE 56010451 56010451
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ResultYou have assigned all cost elements to a cost element group.
3.1.1.7.3 Cost Element Groups: Lower Level Sets (Cost Element Groups)
UseThe purpose of this activity is to create all remaining cost element groups. The groups are automatically assigned to the cost element hierarchy.
Procedure1. Access the activity using one of the following navigation options:
SAP ECC menu Accounting Controlling Cost Center Accounting Master Data Cost Element Group Change
Transaction code KAH2
2. On the Change Cost Element Group: Initial screen, provide the upper level node of the cost element hierarchy (father node) and choose Hierarchy.
3. On the Change Cost Element Group: Structure screen, select the Cost element group with a left hand mouse click and choose Lower Level.
4. Provide key and description of lower level cost element group, then choose Save.
Make the following sets of entries:
Cost Element GroupUpper Level
Cost Element GroupLower Level
YUCE_MTEN 1200_CE
YUCE_MTEN 1400_CE
YUCE_MTEN 4500_CE
100_CE YUCE_PROJ
ResultYou have created cost element groups and composed with them a cost element hierarchy.
3.1.2 Cost Centers and Groups
3.1.2.1 Creating Cost Centers
UseA cost center is the smallest responsibility area in an enterprise for which costs are planned and accrual of costs is kept track of separately.
PrerequisitesCost center categories must be defined. The cost center standard hierarchy must be created.
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SAP Best Practices Overhead Cost Controlling for Utilities (690): Configuration Guide
Procedure1. Access the activity using one of the following navigation options:
SAP ECC menu Accounting Controlling Cost Center Accounting Master Data Cost Center Individual Processing Create
Transaction code KS01
2. On the Create Cost Center: Initial Screen, provide the necessary data and choose Master Data.
3. On the Create Cost Center: Basic Screen, provide the necessary data and save.
Make the following sets of entries:
All Cost Centers are valid from 2007.01.01 to 9999.12.31.
Cost Center Name Description Person
Responsible CC- Cat. Hier. Area
CompCode
YU4100 Operation Dep. Operation Dep. SAP F 0001 1000
YU4210 Steamer Steamer SAP F 0001 1000
YU4211 Boiler Boiler SAP F 0001 1000
YU4212 Electricity Electricity SAP F 0001 1000
YU4213Instrument & Control
Instrument and Control
SAPF
0001 1000
YU4220 Steamer Steamer SAP F 0001 1000
YU4221 Boiler Boiler SAP F 0001 1000
YU4222 Electricity Electricity SAP F 0001 1000
YU4223Instrument & Control
Instrument and Control
SAPF
0001 1000
YU4300Accounting Dep
Accounting Dep SAPW
0001 1000
YU4310 Planning Dep Planning Dep SAP W 0001 1000
YU4330Marketing Department
Marketing Department
SAPW
0001 1000
YU4400Tech.Development Dep
Tech.Development Dep.
SAPE
0001 1000
YU4500Quality Safety Dep
Quality Safety Dep
SAPH
0001 1000
ResultYou have created cost centers.
3.1.2.2 Creating Alternative Groups: Cost Centers
Use
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Cost center groups enable the controller to address cost centers by providing the group name instead of single cost center names, for example, in Customizing or reporting. In reporting, this allows an analysis of controlling key figures on an aggregate level.
3.1.2.2.1 Cost Center Groups: Header and Texts
UseCost center groups are created and texts are maintained.
Procedure1. Access the activity using one of the following navigation options:
SAP ECC menu Accounting Controlling Cost Center Accounting Master Data Cost Center Group Create
Transaction code KSH1
2. On the Create Cost Center Group: Initial Screen, provide Cost Center Group and choose Enter.
3. On the Create Cost Center Group: Structure screen, enter the description in the field, which is ready for input (Description) and choose Save.
4. Repeat this step for the following entries:
Cost Center Group Description
YU400 Generation
YU410 Operation Dep.
YU420 Equipment Management Dep
YU421 Equipment Group 1
YU422 Equipment Group 2
YU430 Administration
YU440 Tech.Development Dep.
YU450 Quality Safety Dep.
ResultYou have created the cost center groups.
3.1.2.2.2 Cost Center Groups: Values (Cost Centers)
UseThe purpose of this activity is to assign cost centers to the alternative cost center groups.
Procedure1. Access the activity using one of the following navigation options:
SAP ECC menu Accounting Controlling Cost Center Accounting Master Data Cost Center Group Change
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Transaction code KSH2
2. On the Change Cost Center Group: Initial Screen, provide cost center group and choose Hierarchy.
3. On the Change Cost Center Group: Structure, choose Insert Cost Center.
4. Provide the minimum and maximum values of the cost center range to be assigned
Make the following sets of entries:
Cost Center Group From Value To Value
YU410 YU4100 YU4100
YU421 YU4210 YU4210
YU421 YU4211 YU4211
YU421 YU4212 YU4212
YU421 YU4213 YU4213
YU422 YU4220 YU4220
YU422 YU4221 YU4221
YU422 YU4222 YU4222
YU422 YU4223 YU4223
YU430 YU4300 YU4300
YU430 YU4310 YU4310
YU430 YU4330 YU4330
YU440 YU4400 YU4400
YU450 YU4500 YU4500
5. Choose Save.
ResultYou have assigned cost centers to the alternative cost center groups.
3.1.2.2.3 Cost Center Groups: Lower Level Sets (Cost Center Groups)
UseThe purpose of this activity is to assign the cost center groups one to another to build up an alternative cost center hierarchy.
Procedure1. Access the activity using one of the following navigation options:
SAP ECC menu Accounting Controlling Cost Center Accounting Master Data Cost Center Group Change
Transaction code KSH2
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2. On the Change Cost Center Group: Initial Screen, provide the upper level node of the cost center hierarchy (father node) and choose Hierarchy.
3. On the Change Cost Center Group: Structure screen, choose Lower Level.
4. Provide key of lower level cost center group and choose Save.
Make the following sets of entries:
Group Upper level Group Lower level
1000 YU400
YU400 YU410
YU400 YU420
YU400 YU430
YU400 YU440
YU400 YU450
YU420 YU421
YU420 YU422
ResultYou have maintained the alternative cost center hierarchy.
3.1.3 Statistical Key Figures
3.1.3.1 Creating Statistical Key Figures
UseStatistical key figures are created to show period end closing related scenarios in cost center accounting.
Procedure1. Access the activity using one of the following navigation options:
SAP ECC menu Accounting Controlling Cost Center Accounting Master Data Statistical Key Figures Individual Processing Create
Transaction code KK01
2. On the Create Statistical Key Figure: Initial Screen, provide the necessary data and choose Master Data.
3. On the Create Statistical Key Figure: Basic Screen, provide the data and save.
Make the following sets of entries:
Stat. key figure Name Stat. key fig. UnM. Key fig. cat.
YU0001 Non-aggregated POC % Tot. values
YU0002 Aggregated POC % Tot. values
YU0003 POC for Result Analysis % Tot. values
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The Name is the name of statistical base; the Stat. key. Fig. UnM is the Unit for statistical key figure; the Key Fig Category establishes whether the value of the key figure should be fixed for each month or summarized to a total value.
ResultYou have created statistical key figures.
3.1.4 Activity Type
3.1.4.1 Creating Activity Types
UseActivity types are used for cost center allocations and other logistic scenarios (for example, production).
PrerequisitesAllocation cost elements (cost element category ‘43’) must have been defined.
Procedure1. Access the activity using one of the following navigation options:
SAP ECC menu Accounting Controlling Cost Center Accounting Master Data Activity Type Individual Processing Create
Transaction code KL01
2. On the Create Activity Type: Initial Screen, provide the necessary data and choose Master Data.
3. On the Create Activity Type: Basic Screen, provide the data and save.
Make the following sets of entries:
All activity types are valid from 2007.01.01 to 9999.12.31.
Activity Type
Name Description Activity Unit
CCtr categories
ATyp category
Allocation cost elem
Price indicator
YU01 Technical renovation
Technical renovation H * 1 94301000 1
YU02 Repairing Repairing H * 1 94311000 1
CCtr categories are the Valid Cost Center Categories, AType category refers to the Activity Type Category and the Price indicator is the Price Indicator Calculate Allocation Price.
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ResultYou have created activity types.
3.1.4.2 Changing Activity Type/Price Planning Actual Year
UseThe purpose of this activity is to plan the output of cost centers and the prices.
PrerequisitesCost centers and activity types must have been created.
Procedure1. Access the activity using the following navigation options:
SAP ECC menu Accounting Controlling Cost Center Accounting Planning Activity Output/Prices Change
Transaction code KP26
2. On the Change Activity Type/Price Planning: Initial Screen, enter the necessary data and choose Overview Screen.
Field name Description User actions and values Note
Version <version> see table below
From Period 1
To Period 12
Fiscal year <current year>
Cost Center <cost center> See table below
to
or group
Activity Type <Activity Type> See table below
to
or group
Entry:Form-Based
Select
3. On the Change Activity Type/Price Planning: Overview Screen, make the following entries and save your entries.
For changing cost centers use the downward arrow (Next Combination or Ctrl+F2)
Version Cost Center Activity Type
Price (Fixed) Variable price
Plan price indicater
0 YU4100 YU01 200 100 1
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SAP Best Practices Overhead Cost Controlling for Utilities (690): Configuration Guide
Version Cost Center Activity Type
Price (Fixed) Variable price
Plan price indicater
0 YU4100 YU02 300 1
0 YU4210 YU01 220 110 1
0 YU4210 YU02 350 1
0 YU4211 YU01 250 100 1
0 YU4211 YU02 400 1
0 YU4212 YU01 250 130 1
0 YU4212 YU02 220 1
0 YU4213 YU01 200 110 1
0 YU4213 YU02 100 1
0 YU4220 YU01 220 400 1
0 YU4220 YU02 280 1
0 YU4221 YU01 250 120 1
0 YU4221 YU02 100 1
0 YU4222 YU01 250 100 1
0 YU4222 YU02 250 1
0 YU4223 YU01 200 100 1
0 YU4223 YU02 300 1
2 YU4100 YU01 200 100 1
2 YU4100 YU02 300 1
2 YU4210 YU01 220 110 1
2 YU4210 YU02 350 1
2 YU4211 YU01 250 100 1
2 YU4211 YU02 400 1
2 YU4212 YU01 250 130 1
2 YU4212 YU02 220 1
2 YU4213 YU01 200 110 1
2 YU4213 YU02 100 1
2 YU4220 YU01 220 400 1
2 YU4220 YU02 280 1
2 YU4221 YU01 250 120 1
2 YU4221 YU02 100 1
2 YU4222 YU01 250 100 1
2 YU4222 YU02 250 1
2 YU4223 YU01 200 100 1
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Version Cost Center Activity Type
Price (Fixed) Variable price
Plan price indicater
2 YU4223 YU02 300 1
4. Choose Save.
ResultYou have now planned the activity outputs of the cost centers as well as the prices for those activities.
3.1.4.3 Changing Activity Type/Price Planning Next (Budget) Year
UseThe purpose of this activity is to plan the activity output of cost centers and the prices of those activities for the following year (budget year).
PrerequisitesCost centers and activity types must have been created.
Procedure1. Access the activity using one of the following navigation options:
SAP ECC menu Accounting Controlling Cost Center Accounting Planning Activity Output/Prices Change
Transaction code KP26
2. On the Change Activity Type/Price Planning: Initial Screen, enter the necessary data and choose Overview Screen.
Field name Description User actions and values Comment
Version <version> see table below
From Period 1
To Period 12
Fiscal year <current year> + 1
Cost Center <cost center> See table below
to
or group
Activity Type <Activity Type> See table below
to
or group
Entry:Form-Based
Select
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3. On the Change Activity Type/Price Planning: Overview Screen, enter the necessary data and choose Save.
You can use the example data from section Change Activity Type/Price Planning Actual Year.
To copy the plan data from year to year, you could also use transaction KP97 (Copy Planning).
3.2 Maintenance Cost Control3.2.1 Settings for Display of Costs
3.2.1.1 Maintaining Value Categories
Use The purpose of this activity is to define value categories that are intervals for cost elements.
Procedure 1. Access the activity using one of the following navigation options:
Transaction code SPRO
IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Basic Settings Settings for Display of Costs Maintain Value Categories
2. In the Determine Work Area: Entry dialog box, make the following entries:
Field name Description User action and values Comment
User component PM
Controlling Area 1000
3. Choose Continue.
4. On the Change View “View Maintenance Value Categories PM”: Overview screen, choose New Entries, then make the following entries:
Val. cat. Text UM Costs Revenues
YU_PM01 Repair costs--Labor costs X
YU_PM02 Repair costs--Material costs X
YU_PM03 Repair costs--service costs X
YU_PM04 Repair costs--other costs X
5. Confirm the entries.
6. Choose Save.
3.2.1.2 Assigning Cost Elements to Value Categories
Use
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The purpose of this activity is to define a cost element, a cost element interval or a cost element group as a value category.
Procedure 1. Access the activity using one of the following navigation options:
Transaction code OIK2
IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Basic Settings Settings for Display of Costs Assign Cost Elements to Value Categories
2. In the Set Controlling Area dialog box, enter 1000 in the field Controlling Area, and then choose Continue.
3. On the Change View View Maintenance: Cost ElementValue Category Assgt screen, choose New Entries.
4. On the New Entries: Details of Added Entries screen, make the following entries:
Val. category Sequence Number
From cost elem. To Cost Element Cost Elem.Group
YU_PM01 4500_CE
YU_PM02 1200_CE
YU_PM03 1400_CE
YU_PM04 YBMF_003
5. Confirm the entries.
6. Choose Save.
3.2.2 General Order Settlement
3.2.2.1 Creating Allocation Structure
Use The purpose of this activity is to define the allocation structure YU.
Procedure 1. Access the activity using one of the following navigation options:
Transaction code SPRO
IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Basic Settings General Order Settlement Maintain Allocation Structures
2. On the Change View Allocation Structures: Overview screen, choose New Entries , and then make the following entries:
Field name Description User action and values Comment
Alloc. str. YU
Text PM Order settlement (UTL)
3. Confirm your entries.
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4. Select the item you created above and then double click Assignments in the Dialog Structure screen area.
5. On the Change View Assignments: Overview screen, choose New Entries, and then make the following entries:
Assignment Text
10 Material Costs
20 Labor Costs
30 Service Costs
40 Other Costs
50 Settled from Orders
6. Confirm your entries.
7. Choose the items you entered above one by one and then double click Source in the Dialog Structure screen area.
8. On the Change View “Source”: Details screen, make the following entries:
Field name Description User action and values Comment
Assignment: 10 Material Costs
Cost Elem.Group 1200_CE
Assignment: 20 Labor Costs
Cost Elem.Group 4500_CE
Assignment: 30 Service Costs
Cost Elem.Group 1400_CE
Assignment: 40 Other Costs
Cost Elem.Group YBMF_003
Assignment: 50 Settled from Orders
From cost el. 92101000
To cost elem. 92111000
9. Confirm your entries.
10. In the Dialog Structure screen area, double-click Settlement cost elements.
11. On the Change view Settlement cost elements: Overview screen, choose New Entries, and then make the following entries:
Receive cat. By cost element Settlement cost elem Name
Assignment: 10 Material Costs
CTR 92101000
WBS 92101000
Assignment: 20 Labor Costs
CTR 92103000
WBS 92103000
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SAP Best Practices Overhead Cost Controlling for Utilities (690): Configuration Guide
Receive cat. By cost element Settlement cost elem Name
Assignment: 30 Service Costs
CTR 92104000
WBS 92104000
Assignment: 40 Other Costs
CTR 92111000
WBS 92111000
Assignment: 50 Settled from Orders
CTR X
12. Confirm your entries.
13. Choose Save.
3.2.2.2 Creating Settlement Profiles
Use The purpose of this activity is to define a range of control parameters for settlement. You must define the settlement profile before you can enter a settlement rule for a sender.
Procedure 1. Access the activity using one of the following navigation options:
Transaction code SPRO
IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Basic Settings General Order Settlement Maintain Settlement Profiles
2. On the Change View Settlement Profile: Overview screen, choose New Entries
3. On the New Entries: Details of Added Entries screen, make the following entries:
Field name Description User action and values Comment
Settlement profile YU01
Name Standard PM Order
Actual Costs/Cost of Sales
To Be Settled in Full
X
Default Values
Allocation structure
YU
Default object type CTR
Indicators
% -settlement X
Equivalence X
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SAP Best Practices Overhead Cost Controlling for Utilities (690): Configuration Guide
Field name Description User action and values Comment
numbers
Amount settlement X
Valid Receivers
Cost center 1 Settlement Optional
Fixed asset 1 Settlement Optional
Other Parameters
Document type SA
Max.no.dist.rls 3
Residence time 3
4. Confirm your entries.
5. Repeat the above steps from 2 to 3 to maintain settlement profile YU03.
Field name Description User action and values Comment
Settlement profile YU03
Name Refurbishment order
Actual Costs/Cost of Sales
To Be Settled in Full
X
Default Values
Allocation structure
YU
Default object type MAT
Indicators
% -settlement X
Equivalence numbers
X
Amount settlement X
Valid Receivers
Material 1 Settlement Optional
Other Parameters
Document type SA
Max.no.dist.rls 3
Residence time 3
6. Repeat the above steps from 2 to 3 to maintain settlement profile YU04.
Field name Description User action and values Comment
Settlement profile YU04
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SAP Best Practices Overhead Cost Controlling for Utilities (690): Configuration Guide
Field name Description User action and values Comment
Name Overhaul Maintenance Project
Actual Costs/Cost of Sales
To Be Settled in Full
X
Default Values
Allocation structure
YU
Default object type WBS
Indicators
% -settlement X
Equivalence numbers
X
Amount settlement X
Valid Receivers
Cost center 1 Settlement Optional
WBS element 1 Settlement Optional
Network 1 Settlement Optional
Other Parameters
Document type SA
Max.no.dist.rls 3
Residence time 3
7. Choose Save.
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