You can allocate overheads using percentage-based or quantity-based overhead rates for plan or actual data; alternatively you can use commitments data.
To make anoverhead costing, you need to define control data during customizing and include this in a costing sheet.
You can calculate overhead for single or multiple objects. Collective processing is based on selection variants that are individually definable.
You can start overhead costing for test and forecast purposes without updating the overhead calculation. The system then calculates the overhead, without you having to update the object (such as, internal order, cost center, business process). This enables you to identify and correct any errors before the actual calculation (such as, an invalid overhead costing sheet in the master data, or missing percentage rates).
You can run overhead costing online or in the background without a display.
The following reports are also available for overhead calculation:
You can use the dialog display to check the overheads that the system calculates based on the costing sheet.
You can create an overhead costing as often as required for each period. If any of the object values (for example, internal order, cost center, business process), or overhead costing values change themselves, the system updates the difference (can be a positive or a negative value).
The system determines the date during overhead costing as follows:
With posting date
Actual: With the entered value date, otherwise posting date
Planning data: With the entered value date, otherwise with the value entered in the version for planning data in Customizing under Controlling ® Internal Orders ® Planning ® Basic Settings ® Maintain Versions ® Maintain Settings of Version in Controlling Area ® Settings by Fiscal Year ® Details ® Tab Page: Planning ® Currency translation.
Results List and Error Log
The system displays the results of the overhead calculation in a list for all objects, for which it has determined values. This list contains the following information:
If errors occur during processing, the system refers you to an error log that contains an error listing.
You can print both the results list and the error log.
Enter the costing sheet required for overhead costing in your object (such as a cost center, business process, internal order, project or costing reference object).
To calculate the overhead rates, choose Accounting ®Controlling ® Internal orders ® Period-End Closing ® Single Functions ® Overhead Rates ® Actuals - Individual Processing.
The dialog display always shows the current data from the database, even if the system updated them already. The Detail list shows whether the data were updated already.
The Detail list only displays differences to the overheads already updated.
If the overhead is already updated, the Dialog display shows the results of the overhead calculation, and the Detail list is empty.
No dialog display is issued for a reversal.
If the credit object is an internal order, you need to deactivate the partner update and avoid settling the credit orders, as this enables you to avoid performance problems
The system will only contain plan overheads for projects and WBS elements in individual or collective processing for one more fiscal year only. If the overhead is to be applied for more than one fiscal year, you need to calculate overhead separately for each fiscal year. This is the only way that you can guarantee an update to the profit center and the special purpose ledger. You do not need to enter a To-fiscal year.