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In previous blogs, we examined how to automate activity type postings with the indirect activity allocation cycle and category 2 activity types. We posted a statistical key figure to receiver cost centers to calculate the sender activity type quantities. This required some manual postings for the statistical key figure, but the calculation of the activity type quantity and the actual postings were automatic.
Category 2 activity types are for indirect determination and indirect allocation.
Let's start with activity type category 1 (manual entry, manual allocation) which is the most common. Activity types defined with this category post directly from a cost center to a receiver cost object. Look at the definition of activity type CATEG1 as shown in Figure 1. In this case, Actl Acty Type Cat. (Actual Activity Type Category) is blank, which means it is the same as the plan activity type category, or 1 in this example.
Tip 14 from 100 Things You Should Know About Controlling with SAP (2nd Edition) by John Jordan:
You can use internal order budgeting to control actual expenditures by activating availability control.
An internal order budget represents funds approved by management. A budget is maintained at either an overall or annual level. You can activate availability control, which can issue warning or error messages based on defined tolerances. Let's look at how to create an internal order budget and how to activate availability control.
You can maintain a budget profile with Transaction OKOB or via the following IMG menu path: Controlling • Internal Orders • Budgeting and Availability Control.
Double-click a budget profile to display the the internal order budget profile. Activation type 1 indicates automatic activation of availablity control during budget allocaiton. If the Overall checkbox is selected, availability control checks against the overall budget. If it isn't selected, availaiblity control checks against the annual budget. Availability control works with controlling area currency, unless you select the Object Currency checkbox. You can assign the budget profile to an order type with Transaction KOAB or via the first menu path.
You can maintain availability control tolerances via the following IMG menu path: Controlling • Internal Orders • Budgeting and Availability Control • Define Tolerance Limits for Availibility Control
Left-click then right-click in an action field and selct posible entries to display the avabilty control and tolerance limits screen.
The action field defines the messages and emails the system will send at specific degress of budget overrun. In this example, when the budget is nearly consumed at 95%, a warning is issued with an automatic email to the persons responsible. Specify a budget manager with Transaction OK14, or the system will issue an error message. With a budget overrun at 105%, an error message is issued.
You can enter an order budget with Transaction KO22 or via the following menu path: Accounting • Controlling • Internal Orders • Budgeting • Original Budget.
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My company began its journey with SAP in 2007. I was a charter member of the FICO team because of my work with product costing. The first item I encountered was the activity type. Activity types are not cost drivers, but instead allocate costs from cost centers to cost objects.
You create an activity type with transaction KL01 and assign a unit of measure to describe the purpose of the activity as shown in Figure 1.
Figure 1 Create Activity Type Basic Data Tab
In this example, we assign KWH for electricity consumption, or you could assign HR for machine hours.
You next assign a secondary cost element type 43 (internal activity allocation) as shown in Figure 2.
Figure 2 Assign Secondary Cost Element
A cost is identified with the cost element, crediting the sender cost center and debiting the receiver cost object.
You next assign an AType (Activity Type) category as shown in Figures 3 and 4.
Figure 3 AType Category 1
Figure 4 AType Category 2
The category defines the method you use for planning as described in the red text.
You enter the Price indicator as shown in Figures 5 and 6.
Figure 5 Price Indicator 1
The price indicator determines if the actual value is calculated based on actual cost element postings as described in red text.
Figure 6 Price Indicator 5
Now that we've defined activity types, let's look at the behaviour of each actual allocation activity category in the following blogs. Since these blogs are about activity type posting, we'll assume all planning is manual. We'll explore each of the 5 categories in detail.
Finance professionals and Controllers traditionally face increased workloads at the end of every period, and especially at year-end. Batch jobs need to be started and results monitored and analyzed. Reliable information showing the complete picture is only available after the period close process is completed. For companies with high work in process, this can mean that there are thousands of dollars sitting on projects awaiting settlement.
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Process orders provide you with extra functionality, such as phases and process instructions for process industries.
If you use production orders, the system transfers a routing and a bill of material (BOM) into the master data of the order header. If you’re manufacturing on the basis of process orders, the system uses the master recipe and associated materials list. The difference occurs because process industries manufacture in phases, converting initial liquid batches into consumable batches, which are then bottled and packaged.
Material price determination determines how the valuation of a material occurs after each business transaction for a material. If SAP Material Ledger is active, this field should be set in the material master with an appropriate combination of price control and material price determination. When SAP Material Ledger is active for a valuation area, additional fields become available in the Accounting 1 view.