Segment for Indirect Activity Allocation 

Structure

Sender

In indirect activity allocation, a sender is defined according to the following:

You enter the cost centers/activity types or the business processes in the Allocation characteristics frame. You can only allocate activity types belonging to the activity type category 2 (indirect entry, indirect allocation) or the activity type category 3 (manual entry, indirect allocation).

The sender value is an activity quantity. The costs to be allocated are derived from the plan activity price for the allocation type. The sender value can be calculated using various rules. You enter the rule you want to use in the segment header. You must also enter a percentage for the sender value (with which the sender value is to be credited).

The following are possible sender rules:

If you use rule 2, you have to enter the fixed quantities for the sender objects in the sender values frame.

If you use rule 3, the activity quantity for the receiver is determined. You then have to enter the sender-specific weighting factors in the sender values frame.

Receiver

In indirect activity allocation, the receiver is defined by the following:

The profitability segment for the receiver is defined by a combination of characteristic values. You enter the characteristic values in the allocation characteristics frame.

You can use a characteristic group to restrict the amount of characteristics offered at this point. Furthermore, to assign the respective characteristic group to the business transaction for indirect activity allocation to CO-PA, choose Actual Flows of Values ® Transfer Overhead ® Initial Steps ® Assign Characteristic Groups to Actual Cycles in Customizing. For the allocation of planning data, choose Planning ® Integrated Planning ® Transfer Cost Center Planning/Process Planning ® Initial Steps ® Assign Characteristic Groups to Plan Cycles.

The value field into which the costs are placed is determined automatically using the PA transfer structure in CO that is valid for direct and indirect activity allocation. The value field used is the one that is assigned to the allocation cost element stored in the attributes for that activity type or in the attributes for that business process.

The tracing factor for allocating to the receivers can be selected using various rules:

If you use rule 1, you need to enter an allocation base for calculating the variable portions. The allocation base can be either a value field or a key figure and it is obtained by adding and subtracting value fields in CO-PA Customizing (by choosing Flows of Actual Values ® Transfer of Overhead ® Initial Steps ® Define Calculated Values for Use as Reference Values). Using rule 1 can sometimes result in a negative tracing factor. You therefore need to specify what scaling should be used in such instances. With receiver rule 1, you make the other entries for the tracing factor in the segment header frame. You can change and specify your entries in the tracing factors frame.

The variable portion that is produced by the tracing factor can be manipulated again manually by choosing Receiver weighting. You can enter receiver-specific weighting factors, which are multiplied by the portion the system has calculated. Hence the portion calculated automatically and the receiver weighting factor you enter are both involved in the allocation.

 

See also:

Combinations of Sender and Receiver Rules

Functions for Maintaining Cycles