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Function documentationTemplate Allocation in Actual Locate this document in the navigation structure


The use of template allocations is one method to assign overhead costs. This method is unique for several reasons:

  • Costs are not just allocated, but the system also determines the quantities that the respective receiver objects consume or utilize; costs are calculated based on the quantities and prices, and therefore more accurately determined

  • Working with templates: the sender, quantities and activation time do not already exist, but can be dynamically determined through the template at the time of the calculation

  • The template uses functions defined by the user or already provided in the system to determine the needed data; these functions pull information already in fields or carry out complex algorithms from the operative data in the SAP system; they are created and maintained in the environment maintenance

  • Sender objects can be business processes or cost centers/activity types. Possible receiver objects of the template allocation in actual can be:

    • Product Cost Collector

    • PP-Production Orders

    • CO-Production Orders

    • PP-Process Orders

    • Sales Orders

    • Service Orders

    • Internal Orders

    • General cost objects

    • WBS Elements

    • header and activity assigned network

    • Profitability segment of profit and market segment analysis

    • Cost centers or cost centers/activity types

    • Business Processes

In order to describe the allocation quantities in actual, you can draw upon actual quantities updated in the SAP System (such as the Logistic Information System or the confirmed quantities entered in the system).

Example Example

For example, the number of purchase orders per sales orders serves as the process driver of the procurement process for a sales order processor. You can configure the Logistics Information System so that it updates the appropriate key figure for this sales order for each procurement transaction related to the order. Thus, at the time of template allocation, the relevant template function uses the most recent information on procurement occurrences for the sales order from the Logistics Information System

End of the example.

Template-Allocation for Cost Objects (example, production order)

This graphic is explained in the accompanying text.


These include:

  • Creating the necessary sender objects; for example Business Processes or Cost Center/Activity Types

  • Maintaining the environment or functions necessary for your receiver object

  • Providing the process drivers (for example, statistical key figures) used by the functions

  • Creating appropriate templates

  • Assigning the template to the receiver object (Cost Driver or Profitability Segment).

Price determination, planning and plan reconciliation should be carried out.


Enter the receiver object(s) in the entry screen for template allocation to determine the overhead costs. When you carry out the allocation, the system does the following:

  • Through the search rule you defined, the correct template is assigned to the receiver object

  • The template finds the correct business process(es) or cost centers/activity types

  • It calculates the quantities demanded/required

  • It sets the time period of the allocation and checks, if necessary, the activation requirements

The result is a list of receiver and sender objects of the activity quantities and relevant costs (quantity*price). The price is calculated based on the valuation variant, which is tied to the receiver cost object for the simultaneous costing using the costing variant. If the receiving cost object is not tied with a costing variant for the simultaneous costing, then the planned price for the period is used for the valuation.


You have defined your assumptions.

To carry out a template-allocation:

  • Enter the template-allocation transaction for which receiver object(s) determine overhead costs

  • Execute the template-allocation

  • After the results are displayed (Display run results: Template Allocation), you can use the Template Trace to display a more detailed view.

  • In Display Detail it is also possible to view the results of individual template cells.