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Define Costing Sheets

In this IMG activity you define a costing sheet.

The costing sheet integrates all elements of overhead costing. It consists of the following rows that are processed during the calculation:

Base rows contain the calculation base of the overhead costing: the cost elements and origins to which overhead is to be applied.
You can take the calculation bases directly from the costing sheet and then maintain them as necessary, or define them separately in the IMG activity Define Calculation Base.
You define the overhead rows by assigning an overhead rate to them. An overhead row references one or more base rows or totals rows. The amount contained in these rows, along with the percentage rate calculated using the overhead rates, determines the overhead amount.
You can take the overhead rates directly from the costing sheet and then maintain them as necessary, or define them separately in the IMG activities or Define Quantity-Based Overhead Rate.
The overhead row contains a credit key that defines which object (cost center or order) is credited during the overhead calculation.
You can either take the credit keys directly from the costing sheet and then maintain them as necessary, or define them separately in the Define Credit activity.
No calculation bases or overhead rates are assigned to the totals rows. They are used only to form subtotals or end totals.

Prerequisite

You should already have read the "Define overhead costs" section.

Activities

1. Check whether the delivered costing sheets meet your requirements.
If necessary, change the standard costing sheets to meet your requirements, or define your own sheets.
2. If you want to create a costing sheet, you have the following possibilities in the "Change Costing Sheet: Overview" screen:
a) If you want to copy an existing sheet, select the sheet you want to copy and choose "Copy as...".
b) If you want to create a new sheet, choose "New entries".
3. Enter a sheet abbreviation and a name, and choose "Enter". The new costing sheet appears in the overview.
4. To define the sheet, proceed as follows:
a) Select the sheet you want and choose "Costing sheet rows".
b) Define a Base Row.
c) Choose Maintain accrual calculation.
d) Define an Overhead Row .
e) Define an Overhead Rate .
f) Define a Credit.
g) Define a Totals Row.
h) Then save the costing sheet after maintenance is completed.

Extra Information for the "Display Costing Sheet Rows: Overview"

NOTE

If you want to maintain credits for all business areas, proceed as follows:

1. Choose Maintain accrual calculation.
2. Select the overhead structure
3. Choose Structure
4. Select a row in which a credit is displayed
5. Choose Goto -> Credit.
6. Enter the required controlling area.