Displaying a Cycle for Assessment 

  1. Call up the transaction as follows:
    2.

    Menu Path

    Accounting ® Controlling ® Profitability Analysis ® Actual Postings ® Period-End Closing ® Transfer Cost Center Costs / Process Costs ® Assessment

    Transaction Code

    KEU5

    If you are executing a profitability analysis transaction for the first time since logging on, the Set Operating Concern dialog box appears.

  2. Enter the following data:
    3.

    Field

    Data

    Operating concern

    IDEA

    Type of Profitability Analysis

    Costing-based

  3. Choose .
  4. In the dialog box, choose Yes.
  5. Choose Extras ® Cycle ® Display.
  6. Enter the following data:
    7.

    Field

    Data

    Cycle

    IDESE3

    Starting date

    01.01.1997

  7. Choose .

    8. You see the header data of the assessment cycle.

  8. Choose .

    9. In the dialog box, you see the individual segments of the cycle. This cycle contains only one segment.

  9. Select the segment, then choose .

    10. You have now called up the segment definition for the marketing cost center. You can now take a look at the various tab pages. On the Segment hdr tab page, you assign the assessment cost element and the enter the value field . On the Sender/receiver tab page, you specify the sender cost center as well as entering the characteristic combinations that determine the receivers in Profitability Analysis. To see this, scroll down the screen.

  10. If you would like to vary the weighting of the receiver tracing factors, choose the Recvr tracing factor tab page.
  11. In the dialog box, enter the following data:
    12.

    Field

    Data

    Industry sector

    Select

    Customer group

    Select

    Division

    Select

    Sales organization

    Select

  12. Choose .

    13. You now see the various characteristics that can be used for the receivers, as well as their respective weighting. These include different combinations of industry, customer group, division, and sales organization. The receiver portion amounts to 80. This means that 100% of the costs for this cost center are assigned to 80 portions.

  13. Choose until the overview tree appears.