Calculating Overhead Rates 

Usage

Overhead rates are used to allocate the costs of a cost center that has no direct reference to the activity quantities received.

In this step, the system calculates the overhead rates on the basis of the direct costs posted on the project activities.

In the plan, the system determines the planned overhead rates of the project activities automatically as part of network costing. In the actual, you have to calculate and update the actual overhead rates explicitly.

Prerequisites

You must have defined a costing sheet in Customizing. The parameters for the overhead calculation are summarized in the costing sheet. In this demo, we use costing sheet 130000.

The costing sheet must be assigned to the project objects.

Procedure

  1. Call up the transaction as follows:
    2.

    Menu Path

    Logistics ® Project System ® Financials ® Period-End Closing ® Single Functions ® Applied Overhead ® Individual Processing, Actual

    Transaction

    CJ44

  2. If the Set Controlling Area dialog box appears, enter the following data:
    3.

    Field

    Data

    Description

    Controlling area

    1000

    CO Europe

  3. Choose .
  4. Enter the following data:
    5.

    Field

    Data

    Project definition

    E-#### (#### is the number of the sales order)

    Include orders

    Select

    Period

    Current period

    Fiscal year

    Current year

    Test run

    Deselect

    Detailed lists

    Select

  5. Choose Overhead calculation ® Execute.

    6. You see a log with general information about the processing type of the overhead calculation.

  6. To get detailed information about the overhead rates, choose .
  7. Choose to leave the log.

Result

The system calculates the overhead rates and updates them by cost element on the project activities under overhead cost elements (category 41).