Key Figures for Order Costs
Key Figures that are updated
The following key figures are updated for order costs:
Total planned costs for PM measures
Sum of planning costs for PM measures This key figure will be updated when a PM order with a time reference is created and changed at the starting date of the posting period, in which the costs were created.
Total of the actual costs for PM measures
This key figure is updated with every cost-relevant transaction for a PM order (for example, completion confirmation, material withdrawal) for the beginning date of the posting period, in which the costs were created. For historical orders, the key figure is updated when creating and changing a historical order with a time reference to the starting date of the posting period which was determined for the reference date of the order.
Total of actual revenues for PM measures
Sum of the actual revenues of the PM measures This key figure is updated with every revenue posting (for example billing document) for a PM order to the starting date of the posting period, in which the costs were created. For historical orders, the key figure is updated when creating and changing a historical order with a time reference to the starting date of the posting period which was determined for the reference date of the order.
Total of actual costs for external material for PM measures
This key figure is updated with every cost-relevant transaction for a PM order (for example, completion confirmation, material withdrawal) for the beginning date of the posting period, in which the costs were created. For historical orders, the key figure is updated when creating and changing a historical order with a time reference to the starting date of the posting period which was determined for the reference date of the order. The key figure update is important from a business point of view only when a completion confirmation is made.
Total of actual revenues for external services of PM measures
This key figure is updated with every cost-relevant transaction for a PM order (for example, completion confirmation, material withdrawal) for the beginning date of the posting period, in which the costs were created. For historical orders, the key figure is updated when creating and changing a historical order with a time reference to the starting date of the posting period which was determined for the reference date of the order.
The key figure update is important from a business point of view only when completion confirmation of an external activity (goods/invoice receipt), which was given based on wage hours, was made.
Total of actual costs for company’s own material for PM measures
This key figure is updated with every cost-relevant transaction for a PM order (for example, completion confirmation, material withdrawal) for the beginning date of the posting period, in which the costs were created. For historical orders, the key figure is updated when creating and changing a historical order with a time reference to the starting date of the posting period which was determined for the reference date of the order. The key figure update is important from a business point of view only when a material removal is made.
Total of actual costs for external material for PM measures
This key figure is updated with every cost-relevant transaction for a PM order (for example, completion confirmation, material withdrawal) for the beginning date of the posting period, in which the costs were created. For historical orders, the key figure is updated when creating and changing a historical order with a time reference to the starting date of the posting period which was determined for the reference date of the order. The key figure update is important from a business point of view only goods/invoice receipt for purchased parts (non-stock components).
Total of actual costs for services for PM measures
This key figure is updated with every cost-relevant transaction for a PM order (for example, completion confirmation, material withdrawal,...) for the beginning date of the posting period, in which the costs were created. For historical orders, the key figure is updated when creating and changing a historical order with a time reference to the starting date of the posting period which was determined for the reference date of the order. The key figure update is important from a business point of view only with completion confirmation of an external activity (goods/invoice receipt), which was given based on total service.
Total of other actual costs for PM measures
The key figure shows the sum of other actual costs for PM orders, which do not fall under internal personnel, company’s own material, external personnel, external material or services. This key figure is updated with every cost-relevant transaction for a PM order (for example, completion confirmation, material withdrawal) for the beginning date of the posting period, in which the costs were created. The key figure update is important from a business point of view when there are possible surcharges.
For the key figures Sum of the actual costs for internal activities, external activities, the company’ s own material, external material, actual costs for services and sum of the other actual costs from PM measures
, please note the following:
The allocation of the actual costs from a cost-relevant transaction for a PM order (completion confirmation, material removal) is carried out in two steps. The costs are fundamentally shown in the CO under a cost type (for example, -400000- material usage, -615000- internal activities). In the first step, allocation of the cost types to value categories are carried out in Customizing of the project system.
Example
Value category | Cost type (from-to) |
|---|---|
400 Warehouse issue | 400000-499999 |
600 Internal activity | 600000-615000 |
The value categories are allocated to the cost key figures of the PM order in Customizing under Plant Maintenance.
Example
Measure | Value category | |
|---|---|---|
Sum of actual costs for in-house material | 400 | |
Sum of actual costs for in-house services | 600 | |
With the setting from the second example, the actual costs from the completion confirmation for a PM order would enter the value category 600 and the key figure Sum of the actual costs for internal activities
are updated. The actual costs from the material removal would be entered into the value category 400 and the key figure Sum of the actual costs for internal material
is updated. With a historical order the costs are manually created on the level of value categories. Even here, the cost key figures that are to be updated are determined via the above-described allocation to the value categories.
Key Figures that are determined for the runtime
When the analysis is run, the following key figures are calculated:
In-house personnel cost rate for maintenance orders
This key figure shows the ratio of costs for in-house services and the total costs for PM orders in percentage
Formula: Sum of actual costs for in-house services ------------------------------------------------------------ * Sum of actual costs for PM orders
External personnel cost rate for maintenance orders
This key figure displays the ratio of costs for external services and the total costs for PM orders in percentage.
Formula: Sum of actual costs for external services ------------------------------------------------------------ * 100 Sum of actual costs for PM orders
External material cost rate for maintenance orders
This key figure displays the ratio of costs for in-house material and the total costs for PM orders in percentage.
Formula: Sum of actual costs for in-house material ------------------------------------------------------------ * 100 Sum of actual costs for PM orders
External material cost rate for maintenance orders
This key figure displays the ratio of costs for external material and the total costs for PM orders in percentage.
Formula: Sum of actual costs for external material ------------------------------------------------------------ * 100 Sum of actual costs for PM orders
Service cost rate for maintenance orders
This key figure displays the ratio of costs for services and the total costs for PM orders.
Formula: Sum of actual costs for external personnel + Sum of the actual costs for services ----------------------------------------------------------------------------------------------------------------- * 100 Sum of actual costs for PM orders