Defining Tracing Factors 

1. To define receiver tracing factors during segment definition, choose Receiver tracing factor or Goto ® Receiver tracing factor.



Tracing factors must be defined before you carry out periodic allocations. You cannot calculate tracing factors while you are executing periodic allocation within a cycle. For example, the data for segment 1 cannot be the tracing factors for segment 2.

2. You can overwrite the following entries in the tracing factor definition:

- Segment name

- Segment text

- Lock indicator

- Receiver tracing factors

- Scaling of negative tracing factors

3. Define the tracing factors you selected in the segment.

The ready-for-entry fields on the Receiver tracing Factor screen are based on the receiver rules you selected in the segment definition.

1. If you have entered the receiver rule Fixed amounts, enter the amount.
2. Specify the percentage rate if you selected receiver rule Fixed percentages.
3. If you selected the receiver rule Fixed portions, specify the portion.



You can display the text on the relevant receiver objects for the tracing factors. To do so, double-click on the object, or choose Detail.

4. If you entered the receiver rule Variable portions (flexible tracing factor determination), enter the selection criteria the system is to use as the tracing factor.

Selection criteria fields, reflecting the variable portion types for the selected receiver tracing factor



The possible entries as selection criteria depend on the field groups you selected in the cycle header.



Note the following when you execute periodic repostings or distribution:

If you selected the field group Consumption and the sender rule Variable portions in the Segment header screen, you must enter the tracing factor as the secondary cost element used to post the consumption during activity allocation (in plan or actual).

This cost element is stored in the master data of the allocated activity type, but you can overwrite it during planning.

4. You can create or change a group for the selection criteria when defining the tracing factors.
1. To do so, position your cursor on the group.
2. Choose Extras ® Create or change group.

This takes you to the group maintenance for the master data. Choose Back to return to segment definition.

5. To display information on the senders or receivers for the segment, choose Extras ® Display senders or Display receivers.

The system displays an overview of the header data for your cycle, as well as on the senders or receivers.

6. Save your entries for the tracing factor.
7. To access the corresponding segment definitions, choose Back or Segment header.
8. If more than one segment exists in a cycle, choose Previous segment or Next segment to scroll through the existing segments.

You always scroll to the corresponding segment definition. The system informs you if no other segment exists.

9. Choose Goto ® First segment to access the first segment of the cycle.
10. Choose Header data or Goto ® Header data to access the cycle header data.
11. Choose Edit ® Delete segment to delete the segment for the tracing factor.

Functions Within Cycle Maintenance