Reposting Internal Activity Allocations

Prerequisites

You have selected the internal activity allocations that you want to repost (see: Select Internal Activity Allocations ).

Procedure

To execute repostings, you can overwrite the values in the ready-for-input fields within the list of documents.
The following options exist:

Post an activity quantity to two receivers that was previously allocated to only one receiver

The following options exist:

Post an activity quantity to two receivers that was previously allocated to only one receiver
1. Reduce the quantity to be allocated to the previous cost center.
2. Choose Enter .
3. The system display the difference for the posted quantity in a new row, together with the receiver.
4. Enter the receiver to which you want to repost the difference.

Example Example

The number of working hours allocated from cost center 4200 to cost center 4205 should be reduced from 200 hours to 150 hours. You post the difference of 50 hours to cost center 4210.

It is not possible to increase the activity quantity compared to the previously posted activity quantity. The sum of the amounts for all the document items entered for one line item must correspond to the amount from the original line item.

End of the example.

Post an activity allocation to a different receiver

Change the receiver of the previous activity allocation.

Example Example

20 working hours produced by cost center 4200 were posted incorrectly to cost center 4205 instead of cost center 4210.

End of the example.

Post an activity allocation to a different receiver category

Position your cursor on the relevant line item.
Choose Change receivers.
Enter the new receiver under the corresponding receiver type.

Example Example

The 20 working hours produced by cost center 4200 should be posted to an order and not to cost center 4205.

End of the example.

Using Auxiliary Account Assignments for Activity Allocations

In the list, enter the receiver categories and the receivers for the auxiliary account assignments.

Up to three auxiliary account assignments are possible (receiver 2 to receiver 4) depending on the activity allocation method.

To repost more than one document to the same receiver,
1. Select the affected row(s).
2. To make your selections, you can use the functions Select all , Select block and Delete all selections .
3. Choose Change receivers
Enter the new receivers in the dialog box. Choose Continue to leave the dialog box.
To undo the entries in one row or for several rows,
1. Select the necessary rows
2. To make your selections, you can use the functions Select all , Select block and Delete all selections .
3. Choose Reset row
To sort the documents listed by column,
1. Select a column by clicking on the column header
2. Choose Sort or Sort descending
To switch to single processing of a document,
1. Position your cursor on the relevant line item.
2. Choose either Edit row , Goto → Edit row , or double-click on the item.
You can get more information for your document row in Individual processing and make changes, if required.

From the individual processing, you can go to the document list, the document header and the display for the old document rows.
To return to the list of documents, choose List .
To reach the document header,
1. Position your cursor on the relevant line item.
2. Choose Header or Goto → Header
In the document header you save a description for the reposting, the posting date and the document date.

The posting date must be in the same fiscal year as the document you want to repost.

If, for internal activity allocation (transaction RKL) you have set external number assignment in the IMG, you can enter the document number in the document header. Choose Number ranges to display the available document numbers.

If you selected internal number assignment, the system assigns the document numbers automatically.

To return to the list of documents, choose List .
Choose Old document rows to branch to the source document.
1. If the document was created using internal activity allocation in CO, the system displays the old document just as for Actual postings → Activity allocation → Display.
2. If the document was created using project confirmations the system displays the confirmation document.
3. If the document was created using a time recording with Cross Application Time Sheets (CATS), the system displays the CATS document.
If the document was created by the reposting of a different document for internal activity allocation, the system cannot display the old document rows. The system issues an appropriate note.
To check the total quantities reposted per quantity unit:
1. Enter your repostings
2. Choose Check
To execute the reposting, choose Post .

Result

The system executes the repostings and outputs the generated document number.