Maintaining Account Groups

Use

You can define any number of hierarchical structures of accounts for use in the information system, allocations and planning. These structures are called "account groups". You can create new account groups as well as display or change existing ones. If you want to use the same account groups in Profit Center Accounting that you have already created in Cost Center Accounting, you can copy them to Profit Center Accounting. The same goes for balance sheet account groups that you already created in Financial Accounting.

Note Note

Each account group is assigned to a chart of accounts. You can only use an account group in multiple controlling areas if those controlling areas use the same chart of accounts.

End of the note.

Features

To maintain account groups, choose the menu option Start of the navigation path Master data Next navigation step Account groups . The steps required for maintaining account groups corresponds to the way you create End of the navigation path Profit Center Groups . Note that the account groups you maintain here are valid only in Profit Center Accounting.

To copy revenue and cost element groups from Overhead Cost Controlling, you can do this using the function Start of the navigation path Master data Next navigation step Account group Copy Cost element group . To copy balance sheet account groups from Financial Accounting to Profit Center Accounting, choose Master data Account group Copy Financial statement version Next navigation step . End of the navigation path

Example Example

You copy financial statement version BERL (commercial balance sheet) in chart of accounts INT to Profit Center Accounting, and enter "98" as the suffix.

The balance sheet item "1000000 Assets" becomes account "100000098 Assets" in the new account group.

The standard account groups listed in the section Revenue and Cost Elements and Account Groups are contained in client 000 of the standard system. To copy the account groups needed for your controlling areas to your productive client, choose Start of the navigation path Master data Next navigation step Account groups Change . Enter the desired controlling area (if you have not already set the controlling area) and the account group you want to copy. Then choose Extras Copy from client . Enter the source client in the dialog box, then press ENTER. End of the navigation path

End of the example.