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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:

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:
If you have entered one of these special procurement types in the costing view of the material master record, the system proceeds as follows:
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:

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:

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.

There are two different cases:

Standard Settings

The standard system contains the following predefined transfer control IDs:

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.


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 choose the transfer control Other cost estimates, you can enter a costing variant and a costing version.
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.