Using Easy Cost Planning (SAP Library - Internal Service Requests)

Using Easy Cost Planning

Use

Easy Cost Planning is used to determine the costs for a particular object (for example, internal order, WBS element, internal service requests, appropriation request) or generally to determine costs for a specific purpose using an ad hoc cost estimate.

Integration

To activate the cost planning, the corresponding application component is used, such as Internal Orders (CO-OM-OPA), Project System (PS), SAP Internet Applications, Investment Management (IM) or Product Cost Planning (CO-PC-PCP).

Prerequisites

If you want to use a planning from for the costing, you must have already defined this in the system. For more information, see Processing Costing Models and Assignment of Attributes.

Features

The costing screen is constructed as follows:

Depending on the settings for the Role to which you have been assigned, you may find that you are not able to use all of the functions set out below.

You are able to do the following:

Change the size of the screen areas
Display or hide the costing structure, worklists and item view as appropriate.

Screen area Costing structure

The top node is the object to be planned or the ad hoc cost estimate. You cannot cost structure nodes, meaning you cannot assign them a planning form. For project structures these are WBS elements which are not planning elements.

You can structure the object you wish to plan or your ad hoc cost estimate by adding new nodes (costing nodes). Select the node that you want to substructure and choose . Enter a description and choose . The node is added. You calculate the costs for each costing node separately.

To delete a costing node, select it and choose . Technically a costing is deleted this way.

You can use to close the cost estimate, to prevent further changes being made to it. The close is recorded in the history. You can check this in the header data. There you can undo or set the closing of a cost estimate. If you want to undo it, choose again.

The document flow () displays for each costing item whether documents have been posted through an Execution Service already for this costing item and object to be planned.

Screen area Worklist

If you regularly create cost estimates using Easy Cost Planning, you can load the planning forms that you use frequently into your worklist. To do this either choose immediately next to the node or choose .

You can create, insert (), rename worklists and extend the display of worklists (from user-specific to role-specific or globally to all users), or restrict () them. Using you can call up any worklists that are in the system but have not yet been displayed. To delete worklists, choose . To remove subdirectories or planning forms from a worklist choose . To save your worklists, choose in the screen area Worklists.

Screen area Item view

This area is used to enter, change and display costing items. For more information, see Creating Costing Items under the heading Features. It is not possible to make entries in the detail screen.

The item category for planning forms is J. For more information about item categories, see Master Data for Unit Costing. In Easy Cost Planning you cannot use item categories O and S.

You should note that the item number is not necessarily the same as the item of the line in the item view. If you need this, define a layout that sorts using the item number.

For WBS elements and internal orders you can define a period for a costing item by entering a latest end date. The costs are distributed evenly across the periods for the period you defined.

Further Item View Functions

	The log of the costing node currently selected is displayed.
	Revaluate the costing items with the current prices.
	Refresh the totals and subtotals
	You can overwrite the price, cost element or the description for an item with the current plan and master data. To do this select the line.
Goto ® Triggered itemization on/off	If you have costed several costing nodes in one structure, all of the costing items for all costing nodes in this structure are displayed in the itemization triggered. The top node in the costing structure must be selected for this. The display can be seen in the item view. By choosing you can multiply the quantities of individual costing items by a factor. The change is accepted immediately and the costing repeated.

For more information on working with this kind of list display see SAP List Viewer.

To cost the entries changes, choose Confirm.

Functions in the Upper Application Toolbar

Show Execution Services	After cost planning you can trigger Execution Services for some objects.
	Display header data
	You can switch between various currencies.
	Only displayed for ad hoc cost estimates
	Explains all of the symbol legends in the costing structure
	The error messages are all displayed for every costing node.

Activities

Create either the object you want to plan or an ad hoc cost estimate, or else call up an existing one in change mode. Choose the cost planning. For more information, see the documentation for the object to be planned:

For internal orders: Easy Cost Planning for Internal Orders

For WBS elements: Using Easy Cost Planning

For appropriation requests: editing cost estimates for appropriation requests

For ad hoc cost estimates: executing ad hoc cost estimates

You have the following options for calculating the planned costs:

With Planning Forms

Click on the node to be costed in the costing structure. Choose Choose planning form in the right hand screen area and select a planning form (costing model) or click on the corresponding node for the planning form in the worklist if you have already loaded the required planning form. The system displays the entry screen.

If you have selected the wrong planning form you can assign a new one. To do so you have to select the costing node. You now have the following options:

From the worklist choose a new planning form by clicking on the corresponding node, and confirm the prompt with Yes.
Choose and confirm the prompt with Yes, choose Choose planning form in the right hand screen area and select a new planning form.

Enter the required planning data and choose Confirm.
You can change the costing items in the item view.

Without Planning Forms

For this showing the Item view must not be excluded by your Role .

Click on the node to be costed in the costing structure. Enter the costing items directly in the item view.

Result

The results are displayed directly in the costing structure for every costing node. The costs are displayed subdivided according to costing items. In essence this display corresponds both in use and structure to the valuated BOMs of the unit costing. The symbols next to the costing items specify the item category. By choosing for the legends you can ascertain which item category you are dealing with.

The costing items are displayed in a non-hierarchical list in the item view This essentially corresponds to the display of the itemization. This means the respective costing items for the currently selected costing node are displayed The SAP standard delivery makes a variety of itemization layouts available to you. You can adapt these to meet your individual requirements by creating your own layouts. Using various factors you can calculate and delete subtotals.

If currencies are translated, the system uses the exchange rate applicable on the valuation date of the cost estimate (not the costing item, if this is different).

If you leave Easy Cost Planning via , you cost estimate is temporarily saved.

The system saves to the database only when you save the object to be planned.

Exception: Ad hoc cost estimates In this case you are asked whether the data is to be saved directly upon leaving Easy Cost Planning. If you choose No, the data is not saved and is lost.

You can only save or leave the cost estimate if it does not contain any errors. Therefore, you can only leave a cost estimate which does contain errors by choosing .

For internal orders, WBS elements and ad hoc cost estimates you can now trigger particular Execution Services.