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Activity Postings 3: Category 2 Activity Types and Posting

 

TomKing

Category 2 activity types are for indirect determination and indirect allocation.  If category 1 activity types are vanilla ice cream, category 2 activities are more like hot fudge sundaes.  There is a lot of power built in to how postings are made with these activity types.

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Why Your SAP FI/CO Team Needs to Be at the Controlling 2017 Conference

MainImageBlog250Join teams from Tyson Foods, Honda, Kohler, CHS, and Bosch  (and many more!) at Controlling 2017. Take advantage of meeting with Controlling conference organizers to create a plan for your team's participation and make the most of your time. In addition, most teams find time during the course of the conference to meet and strategize about how to apply their learnings at the conference once they get home. Here are just a few of the reasons why your SAP FI/CO team needs to be at Controlling 2017:

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Webinar Registration Open: SAP S/4HANA Finance – From Batch to Real-Time

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Reserve your place now for a webinar on SAP S/4HANA Finance – From Batch to Real-Time presented by Janet Salmon and Birgit Oettinger, SAP SE.

June 29 at 9:00 AM PST/12:00 PM EST

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Activity Postings 2: Category 1 Activity Types and Posting

TomKing

Our journey through activity type postings begins with activity type category 1 (manual entry, manual allocation).  I think of category 1 as the vanilla ice cream of posting activity.  This is the most common and straightforward method to use and understand.  Activity types defined with this category must post directly to a cost center and at the same time have a receiver cost object for the allocation assigned.  Look at the definition of activity type CATEG1 below.  In this case, the actual allocation category is left blank, which means that it will be the same as the plan activity type category.  For CATEG1, that means the actual category will be 1.

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SAP Controlling Tip: How to create an internal order budget

ExclusiveContentBlog250Tip 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.


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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.

Keep reading in Things You Should Know About Controlling with SAP (2nd Edition)Use coupon code CTLSP10 for 10% off on www.sap-press.com.

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Espresso Tutorials Authors Speaking at Controlling 2017


ET logo 4cThe Controlling 2017 conference features a number of best-selling Espresso Tutorials book authors on the speaker roster. Learn more about the authors and their books. 

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All About the Controlling 2017 Conference – Meeting with Conference Organizers (Reserve Your Place Now!)

ControllingTeamDon’t miss your opportunity to attend a webinar with Controlling 2017 conference organizers. In this interactive meeting intended for individuals who have not attended the Controlling Conference previously, you will have the opportunity to meet the conference team, learn more about how to get the most out of the event, and get your questions answered. 

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Activity Postings Part 1 of 7: Activity Types Overview

TomKingThis is the first of a series of 7 blogs on SAP activity types.

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 in our legacy world. I quickly discovered the way SAP handles product costing and Controlling is different. The concepts were familiar, but the structures and processes were not. One of the first items I encountered was the activity type. Ah, a familiar concept I thought! 

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Webinar Recording Now Available: Adaptive Leadership and Organizational Change Management Trends for SAP Controlling Professionals Presented by Jeff Klabish

Jeff Klabish

In the current business climate, many organizations are in a state of change chaos struggling to simultaneously manage many different change priorities. Learn how to effective navigate change in this recorded webinar: Adaptive Leadership and Organizational Change Management Trends for SAP Controlling Professionals with expert Jeff Klabsh.

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Webinar Registration Open: Best practices to leverage SAP data for forward-looking business simulations Presented by Matthew Smith, President & CEO, 3C Software

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May 25 at 10:00 AM PST/1:00 PM EST: Operational Transfer Pricing Analytics Webinar Presented by Matthew Smith, President & CEO, 3C Software

Do you need help answering the one question every CFO really wants to know – “How will this change affect my P&L?” Hear how companies leverage SAP data and other sources to establish a robust business simulation platform that shows costs and profits at every business dimension.

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