Set Up Indirect Allocation of Activities from Cost Centers/Processes
The advantage of indirect activity allocation over cost assessment is that you can allocate the entire activity based on the activity quantity performed or one determined indirectly after valuating it with a fixed and/or a variable price. For information on the basic concept of indirect activity allocation, see Indirect Activity Allocation.
Activities
- Set up indirect activity allocation as
described by performing the steps described in the section
Define Indirect Activity Allocation in Customizing for Cost
Center Accounting. You use the same steps again to set up the indirect
allocation of activities from processes.
- Enter a cost center and a suitable activity type or business process as the sender objects in the cycle.
- As the receiver, specify those profitability segments that are relevant for the allocation of costs.
Prerequisites
For the indirect allocation of activities from cost centers:
- You must have an activity type that uses
allocation category 02 or 03.
Maintain
Activity Types for Indirect Activity Allocation.
- Planning data must exist for the activity type so that
- plan price iteration has been carried out, or
- a plan price was defined manually for the cost center, or
- an actual price must have been determined in period-end closing.
For the indirect allocation of activities from processes:
- You must have Activity-Based Costing implemented as an operational Controlling component in your system
- You need to have defined a process containing the allocation category 02 or 03.
- The process has been planned during business process planning so that
- a price is available for valuating utilization, or
- an actual price is determined.
Notes on Planning
- The receiver version of a cycle is achieved when you have performed the assignment to the sender version under Planning -> Integrated Planning -> Transfer Cost Center Planning/ Process Planning -> Initial Steps -> Assign Receiver Plan Version.
- Note that the receiver controlling area should be the same as the sender controlling area. It is therefore important for the receiver rule "variable portions" that the characteristic "controlling area" has been planned in manual planning if allocation is to occur on the basis of planning data.