What's New Viewer - SAP S/4HANA

Universal Allocation

The universal allocation apps have new and changed features. For more information, see Additional Details.

Technical Details

Type

New

Functional Localization

Not applicable

Scope Item

J54 (Overhead Cost Accounting), J55 (Margin Analysis), 2QL (Universal Allocation)

Application Component

CO-FIO

Valid as Of

SAP S/4HANA 2021

Additional Details

The new and changed features are as follows:

  • Flexible ledgers

    You can now choose to post to a ledger different than the one defined in the allocation cycle. For more information, see Related Information.

  • Intercompany Allocation (new allocation type)

    Allows you to allocate costs from one company code to cost centers and WBS elements belonging to other company codes. This feature may require configuration. For more information, see Related Information.

  • Allocation structures

    When you use the Overhead Allocation or Intercompany Allocation allocation types in combination with the Posted Amounts sender rule, you can use allocation structures to simplify the processing of allocation cycles. This feature requires Customizing. For more information, see Related Information.

  • Iterative processing

    You can now choose to process an allocation cycle iteratively. For more information, see Related Information.

  • Functional currency

    You can now see the Functional Currency field in the run result report.

  • Job scheduling

    You can now schedule allocation runs using job scheduling apps. For more information, see Related Information.

  • Reversals

    You can now reverse allocation runs in the Run Allocations app by using the Reversal Run button. You can then see the results of the reversal in the Allocation Results app and navigate to the run report. As part of this change, the field Run Type was added to identfy the type of allocation run as live, test, or reversal.

  • Calculate records

    When using the Top-Down Distribution allocation type, you can use the Calculate Records button to calculate the theoretical data volume that will be created when you run the allocation cycle.

  • Manage Cycle Run Groups (new app)

    Allows you to organize allocation cycles into groups to enable parallel processing.

  • Manage Allocations

    This app has the following new features and functions:
    • Derivation rules included in .xlsx file template

      Used to re-write the default setting for derivation rules in an allocation cycle. For example, if Derive Functional Area is enabled by default for a given cost center, and you are fine with that, then you don't need make an entry in this sheet. If you want to turn the function off, then you make an entry in this sheet. The opposite is also true. If Derive Functional Area is disabled and you want to enable it, then you make an entry in this sheet.

    • Overhead Allocation and Distribution enabled for Margin Analysis.

    • Upload Cycles template enhanced to include overhead allocation and distribution in margin analysis.

    • A notes function has been added that allows you to add free text notes to allocation cycles and allocation segments.

  • Run Allocations

    This app has the following new features and functions:
    • Reference data checkbox in a top-down distribution allocation run

      The Reference Data in Result checkbox has been added to the run dialog for top-down distribution allocation runs. By defaul this checkbox is not selected. This means that reference data is not stored during the run and is therefore not available for analysis in the run result report. This improves performance which can be negatively impacted by storing excessive data. To enable the storage of the reference data, select the checkbox.

    • You can now run Overhead Allocation and Distribution cycles in Margin Analysis.

  • Allocation Results

    This app has the following new features and functions:
    • The Re-Run and Reverse Run buttons are now available in the run result report.

    • The new Technical Statistics tab allows you to see technical data about the execution of the allocation run.

    • The network graph view has been enhanced for the Overhead Allocation and Distribution allocation types in Margin Analysis. When you display the allocation results using the network graph view for an allocation in margin analysis, you must use the Group By function to indicate the grouping characteristics for senders and receivers or the display will be empty.

    • You can now see the corresponding receivers and senders in the Senders and Receivers tabs of the allocation result report.