Executing Cost Planning with Easy Cost Planning
Use
If you want to plan the costs for the service lines, use the
Easy Cost Planning
costing method.
Integration
For calculating costs,
Easy Cost Planning
uses unit costing from application component
Product Cost Planning
(CO-PC-PCP), characteristic maintenance functions from application component
Classification System
(CA-CL) and template functions from application component
Activity-Based Costing
(CO-OM-ABC).
Prerequisites
If you want to use a planning template for costing, you must have defined that in the system. You can find further information under Processing Costing Models and Assigning Attributes .
Recommendation
SAP recommends that you create a costing model for the lot size of one (1) of a service line.
Features
The screen for costing is divided up as follows:
Note
Depending on the settings for the role, you may not have all the following functions at your disposal.
You can change the size of the separate screen areas.
Functions in the application toolbar
|
Display or hide costing structure |
|
Display or hide work lists |
|
Display or hide item view |
|
Display header data |
|
You can switch among different currencies.
When you convert currencies, the exchange rate that was valid on the valuation date for the costing is valid (not for the costing item if these are different). End of the note. |
|
Explanation of all the symbols in the costing structure. |
|
The error messages for all the costing nodes are displayed together. |
Screen Area- Costing Structure
The uppermost node is the object to be planned. Outline levels cannot be costed. In other words, you cannot assign a planning template to this node.
You can structure a service line by adding new nodes (costing nodes) in order to calculate the costs separately for each costing node. Select the service line that you want to sub-divide and choose
. Enter the description, the base unit of measure and lot size and choose
. The node is added.
If you want to delete a costing node, select it and choose
Costing is deleted.
You can close a costing node with
and this prevents it from being changed further. This action of closing it is noted in the costing history. You can check this in the header data. You can undo or set the closure in the header data. To undo the closure, choose
again.
The
document flow (
) displays per costing item, whether
documents have been posted by an Execution Service
for a specific item, and object to be planned.
Screen Area - Work List
If you use
Easy Cost Planning
to create costing on a regular basis, you can load the planning templates that you require frequently into a work list. To do this, choose
next to the node or choose
.
You can create work lists (
), subdivide them (
), rename them, and extend the display of the work list (from user-specific to a role or to all users) or limit it (
). You can call the work lists that exist in the system but are not yet displayed, by choosing
. To delete work lists, choose
. To remove subdirectories or planning templates from a worklist, choose
. To save your work lists, choose
in the work list screen area.
Screen Area - Item View
You can enter, change, or display costing items in this screen area.
Note
Please note that the item number is not always identical to the item for the line in the item view. If you want to be sure that they are identical, define a layout that sorts by item number.
Entering costing items is similar to unit costing. However, you cannot enter costing items in the detail screen. For further information, see: Entry of Costing Items .
You can find information on item categories for costing items under
Master Data for Unit Costing
. You cannot use item categories
O
and
S
in
Easy Cost Planning
. A costing node is of category
J
.
Chosen Functions in theApplicationToolbar in the Item View
|
The log for the chosen costing node is displayed. |
|
Recalculate costing items with the currently valid prices. |
|
You can overwrite the price, costing type, or description for a costing item with the current planned and master data. To do this, select the costing item. |
|
You can use Explosion of Base Object/Reference Costing to replace items that link to a base object costing by their costing items. |
|
The lot size is displayed. You cannot change the lot size for a service line. The lot size corresponds to the total quantity of the service line, in other words, you calculate a costing item for the total quantity of the service line. If you have selected a costing node you created to subdivide a service line (
|
|
To cost the entries or changes. |
|
There are different layouts for the itemization. You can adapt these layouts to suit your own needs by creating your own from them (see Layouts ). |
|
You can create and delete subtotals for different sizes (see Creating and Deleting Subtotals ). |
Note
When you have completed costing with
, the functions for recalculating items
, recalculating the selected item
, changing the lot size
, and for copying
are no longer available.
You can find more information about working with this type of list display under SAP List Viewer .
Ungrouped Itemization
You can use the ungrouped itemization to execute a mass change over several service lines or outline levels, and distribute additions and deductions, or assessments.
To call the ungrouped itemization , choose
Goto
Display/hide ungrouped itemization.
You can find further information under Ungrouped Itemization .
Activities
You have the following options for determining planned costs:
With planning templates
Click on the node to be costed in the costing structure. Choose the function for selecting a planning template in the right screen area, and choose a planning template (costing model), or select the appropriate node of the planning template in the work list if you have already loaded the required planning template. The entry screen is displayed.
If you have chosen an incorrect planning template, you can assign a new one. To do this, you must select a costing node. You can then do the following:
Choose a new planning template by clicking on the appropriate node in the work list and confirm the query by choosing
Yes
.Choose
and confirm the query by choosing
Yes
. Select the function for choosing the planning template in the screen area on the right, and choose a new planning template.
Enter the required data for planning on the entry screen, and copy that data.
You can change the costing items in the item view.
Without planning templates
Displaying the item view should 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 for each costing node are displayed in the costing structure. The costs are displayed in a sub-tree for the appropriate costing items. In its usage and structure, this display basically represents the
valuated BOM
of unit costing. The symbols next to the costing items detail the item category. You can use the key (
) to determine which item category you are dealing with.
The costing items are displayed in a non-hierarchical list in the item view. This basically represents the itemization display. The costing items for the currently selected costing node are displayed.
Note
If you have selected a service line or a hierarchy node, the costing items below it are displayed.
If you have selected an outline level, the costing nodes directly beneath it (item category J) are displayed.