In this step, you make the necessary settings for allocating activities from cost centers and processes to profitability segments.
Whereas in assessment you can distribute the data from cost elements or cost element groups by percentages or based on tracing factors, the distribution of values in activity allocation depends on the activity involved.
Normally, you can assign activities that are performed for certain profitability segments (such as customers or products) directly to those segments. When you do so, the system transfers the quantity of the activity performed and valuates this with the planned price for that activity in the cost center involved. This makes it possible to allocate consulting hours, for example, to the customer for whom they were worked.
Prerequisite
The activity must be defined as activity type category "1" (manual entry and manual allocation) in Cost Center Accounting, and an activity quantity must have been planned manually.
Define the PA transfer structure "CO".
If the activity cannot be measured directly, you can create a quantity structure on the basis of certain assumptions, and then valuate and allocate this structure just like direct activity allocation. An example for this would be a cost center "Order processing", for which no activities are explicitly entered. In order to allocate these costs in accordance with how they originated, you can create a quantity structure based on a quantity field "Number of orders entered", and then valuate this with a planned price.
The activity must be defined as activity type category "2" (Indirect creation and indirect allocation) or "3" (Manual entry and indirect allocation) in Cost Center Accounting. If you use category "3", you also need to define an activity quantity for the sender.
The sender cost center are credited using the allocation cost element that was assigned to the activity type.