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 Creating Base Planning Objects Locate this document in the navigation structure

Prerequisites

All base planning objects are controlled by a costing variant. For more information, see Preparing for Base Object Costing .

Procedure

  1. Choose   Accounting   Controlling   Product Cost Controlling   Product Cost Planning   Reference and Simulation Costing   Create Base Planning Object   .  

  2. Set the controlling area as required.

  3. The dialog box Create Base Planning Object: Initial Screen appears.

  4. Enter the name of the new base planning object.

  5. If you want to copy an existing base planning object, enter the name of the object to be used as a reference in the Copy from screen area.

    For more information, see Creating a Cost Estimate with Reference .

  6. Choose ( ) .

  7. The Create Base Planning Object: Master Data screen appears.

  8. Enter the master data for the base planning object or check the master data proposed from the reference.

  • Base unit of measure

  • Company code or plant

  • Name of the base planning object

  1. Enter the following data as desired:

  • Description of base planning object

  • Long text

You can create a long text for the master data by choosing   Edit   Long Text   .

You can enter texts in any language that is valid in your system, irrespective of the logon language.

If you enter an overhead key in the base object master record, you can create conditions in the costing sheet which apply only to base planning objects with this overhead key.

  • Cost element (for the automatic assignment of the base planning object to the cost element, if the base planning object is itself contained in another unit cost estimate)

If the base planning object is listed as an item in another cost estimate, the costing item is assigned to this cost element.

If you choose Explode Base Planning Object , the base object item is replaced by the costing items of the base object cost estimate. These costing items are assigned to the original cost elements (such as material cost elements, cost elements for internal activity allocations).

  • Base object group (for evaluation in the information system)

If you specify a base object group, you can search in the information system ( Overview base objects ) for base planning objects using this base object group.

  • Sort field (for evaluation in the information system)

If you enter a sort string, you can search in the information system ( Overview base objects ) for base planning objects using this field.

  • Status indicator Released

This indicator is for informational purposes only (for use by the user).

  • Status indicator Deletion flag

This indicator serves as a search criterium when deleting base planning objects. Base planning objects with this indicator may be deleted or archived.

  1. Choose ( ) to save the master data of the base planning object.

  2. Chose ( ) to add a costing item.

The dialog box Create Cost Estimate appears.

  1. Enter the costing variant, and check the proposed lot size.

  2. You can change the lot size later, if desired.

  3. If you want to copy the costing items of an existing base planning object, enter the name of the reference.

  4. Choose Continue .

  5. The list screen of the unit cost estimate appears. If you entered a reference, the costing items are copied into the list screen and revaluated .

  6. Check or create the costing items , as applicable.

  7. You can also use the detail screen for this. Place the cursor on the desired costing item, and choose ( ) .

  8. Choose ( ) and check the header screen .

  9. Choose ( ) to save the items and return to the master data.

The base planning object is saved temporarily.

  1. Choose ( ) to save the base planning object.

Result

You can use this base planning object in the following ways:

  • As a reference for other base planning objects

  • As a costing item in other base planning objects and material cost estimates

See also:

Copying a Cost Estimate

Creating Cost Estimates with Reference

Exploding Base Planning Objects