In contrast to assessment, template allocation lets you allocate overhead costs (for business processes or cost centers/activity types) in a cause-and-effect manner based on the quantities used.
To do this, you must define a template containing the formulas and functions required for calculating the quantities used and thus the cost drivers. The quantities are then valuated by means of price calculation.
Dynamic template allocation functions as
follows:
When carrying out the allocation, the user specifies the particular
characteristic area for which the allocation should be carried out. If there
are characteristic values in this area that are linked with a template via a
selection strategy, this template is then used automatically. The template's
settings are employed to determine the appropriate activity quantities and the
appropriate business process or cost center/activity type that forward those
quantities to the profitability segment. The activity quantities (valuated
with prices) are then allocated to the profitability segment whose dimensions
are defined in Customizing. The costs are not only allocated to the specified
update characteristics. They are also allocated to all characteristics that
you defined as target fields for source characteristics via a derivation
rule.
To create all prerequisites for this procedure, you need to carry out the following steps in Customizing:
This last step completes the definition of the profitability segment. The following steps allow you to set about using the process template: