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Define Transfer
Strategy
In this step you define parameters for partial
costing. You use partial costing to prevent the system from creating a new
cost estimate for a material when costing data already exist. Instead, the
existing costing data is simply transferred into the new cost estimate. This
improves performance.
Partial
Costing
Partial costing can be used to advantage in the
following situations:
- You want to calculate the costs for a new
product. The BOM for this product contains materials that have already been
costed, and you do not want to cost these materials again.
- You want to cost all new products during the
course of the fiscal year. You define a costing run that includes all
materials, and use the transfer control to assure that only new products are
selected.
- You want to plan the costs for a sales order
in product costing.
- Some materials are carried in the
-
sales order stock . These materials are produced or ordered for
the sales order. The costs for these materials are to be
recalculated.
- Other materials are carried as collective
requirements. These materials are withdrawn from stock and the costs are taken
from the current standard cost estimate.
The costing variant specifies a tranfer control
that establishes the strategy sequence for the search for costing
data:
If cost estimates
for certain materials already exist in the individual levels of the BOM, they
are not recosted. Rather, the existing costing data is transferred into the
cost estimate in accordance with the transfer control.
If you always want
to recost, choose the transfer control No
transfer.
The following
special procurement types are used for material cost estimates:
- Transfer from other plant
- Withdrawal in other plant
- Production in other plant
If you have entered
one of these special procurement types in the costing view of the material
master record, the system proceeds as follows:
- In the plant from which the
-
material component is withdrawn according to the special
procurement type, the system looks for existing costing data and transfers
that data into the cost estimate.
- It ignores any cost estimates for the material
component that exist in the plant in which the cost estimate is being
created.
- For materials in plants that are assigned to
another company code, you specify how the system should proceed in the step
Activate cross-company costing.
If you are costing
across company codes, the system transfers the costing data from the other
plant.
If you have not
activated cross-company costing, the system uses a price from the material
master record.
If you have not
entered a special procurement type in the material master record in the
Costing view, the special procurement type in the
MRP view is used.
If you do
not want to use the costing data from other plants, choose the
transfer control no transfer.
Strategy
Sequences for Single-Plant and Cross-Plant Transfer
The strategy sequence determines the order in
which the system searches for costing data. If the system cannot select a cost
estimate even after reaching the end of the strategy sequence, it explodes the
BOM of the material and creates a new cost estimate.
The following cost estimates can be selected
with transfer control:
- Future standard cost estimate
- Current standard cost estimate
- Previous standard cost estimate
- Period-based standard cost
estimate
You can define up to three strategies for
single-plant transfer and three strategies for cross-plant
transfer.
You limit the search further by setting the
following indicators:
- Within current fiscal year
Here the costing
dates must lie within the current fiscal year.
Here you can specify
how many periods the system should search for costing data in. If the
indicator Within current fiscal year is set, the
number of periods that you enter here is limited to the fiscal
year.
Partial Costing
for Collective Requirements Materials
If you turn on the indicator
Transfer only with collective requirements material , the
transfer depends on the requirements indicator of the material
component.
-
individual requirements the system creates a new cost estimate
even if a cost estimate forthe material exists according to the strategy
sequence.
- For materials in collective requirements, the
existing cost estimates are transferred into the new cost
estimate.
There are two different cases:
- In the costing run, you create a cost estimate
without exploding the quantity structure. A cost estimate can only be
transferred if the secondary requirements indicator for the costed material is
set to "2" (only collective requirments) in the MRP 2 view of the material
master record.
- In cost estimates with quantity structure,
sales order cost estimates, and in the costing run after the BOM explosion,
the secondary requirements indicator in the BOM item has a higher priority as
the setting in the material master record and the secondary requirements
indicator 2 (only collective requirements) is passed
on to all lower-level BOM components.
Standard
Settings
The standard system contains the following
predefined transfer control IDs:
- PC01 Transfer with plant change
Used for transfer
from another plant and for withdrawal and production in another plant. This
prevents the quantity structure in the other plant from being exploded and
recosted.
Mainly used for
costing new products whose BOM contains materials that have already been
costed.
Used to improve
performance in sales order costing. Only the costs for materials from the
sales order stock are recalculated.
Activities
Check whether the existing transfer control IDs
meet your requirements.
1. Choose
New entries.
2. Enter an
alphanumerical key and a name for the transfer control.
3. Create a
transfer control for single-plant and cross-plant transfer.
If you want to limit
the time frame in which the system looks for a cost estimate, enter the number
of periods in the field Age (periods) or set the
indicator Within current fiscal year.
- If you do not enter a costing variant in this
transfer control, the system uses the costing variant that you cost
with.
- If you do not enter a costing versions with
this transfer control, the system uses the costing version that you cost
with.
4. Save the
transfer control
5. Assign the
transfer control to a costing variant.
Further
Notes
To improve performance in sales order costing,
do the following in each period:
1. Define a
costing run that includes the collective requirements materials that can be
selected as material components for the sales order cost estimate. For the
costing run, select a costing variance that is suitable for the
standard cost estimate.
2. With the
costing run, calculate the planned costs for these materials, mark the costing
results, and release them.
3. In the
costing variant for sales order costing, choose a transfer strategy that
accesses the values in the current standard cost estimate.
The strategies for transfer control should
match the determination of the costing lot size in the costing
variant.
- If the costing lot size for individual
requirements materials is passed on, make sure that transfer only takes place
for collective requirements materials.
- If the costing lot size is always passed on,
you should not define transfer control IDs for sales order
costing.