Performing Activity Allocation for
Participants
The following applies to time-dependent courses.
Use
This report lets you allocate costs incurred for participation fees internally.
During activity allocation for participants, the cost center of the course cost object (sender cost center) is credited and the participant's cost center (receiver cost center) is debited.
Prerequisites
· Participation should not be free of charge.
· The participant may not be on the waiting list.
· The participant’s cost center assignment must be maintained.
· The receiving cost center must be maintained.
· The sender cost center must be maintained.
· Sender and receiving cost center must be in the same controlling area.
· The activity type must be maintained.
Procedure I (from the dynamic course menu)
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1. Select the course for which you want to allocate participation costs internally.
2. Choose Courses ® Billing and Allocation ® Activity Allocation: Participation.
3. Proceed to step 10 of Procedure II.
Procedure II (from the SAP Menu)
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1. On the SAP Easy Access screen, in the SAP Menu choose Human Resources ® SAP Learning Solution ® Billing and Activity Allocation ® Activity Allocation: Participation.
2. Specify whether you want to start the program with a course, a course type, or a course group by selecting the relevant option.
3. In the Object ID field, enter the details according to your selection in step 2. You can enter a search string to find the ID. You can make a multiple selection if required.
4. Enter the reporting period.
5. Select either All, Already allocated or Not yet allocated participants.
6. Select either With cancellations, Without cancellations, or Only cancellations for the list output.
7. If required, change the document date (output date of original document). The default date proposed by the system is the current date.
8. If required, change the Posting date. Default is the start date of the course.
If you select the parameter Selection screen, you access a more detailed report selection screen for activity allocation. For instance, you can search for objects in a certain status (active, planned etc.). However, as a rule, it is not necessary to call this selection screen for activity allocation purposes.
9. Choose Execute.
10. A list screen appears displaying courses and participants for activity allocation according to your specifications. You can download the list into Rich Text Format if required.
You have the option of changing the amount or the cost center assignment at this point using the function Change account assignment.
11. On the list screen, choose Create activity allocation. This triggers activity allocation, whereby allocation data is transferred to the Cost Accounting system.
The following display and checking functions are available from the list screen:
· Check activity allocation
· Display document flow
· Display document
12. To complete the activity allocation process, choose Compare document (one/all).
Result (of Procedures I and II)
Participation fees have been allocated.
In the event of errors in the allocation data transfer to CO, you can view the error log with the function Display error log.
Once you have corrected all errors, you can start the activity allocation again.
You can cancel a document for fees that have already been allocated with the function Cancel document.
See also:
For information on the interface, see:
Activity Allocation in Training Management: Participation Fees
Checking Activity Allocation: Participation Fees
Business Process Flow of Activity Allocation
Performing Activity Allocation: Participation Fees