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Technical Data

Technical Name of Business Function

BF_CO_ALLOCATIONS

Type of Business Function

Enterprise Business Function

Available as of

SAP Enhancement Package 4 for SAP ERP 6.0

Technical Usage

Central Applications

Application Component

Cost Center Accounting (CO-OM-CCA)

Internal Orders (CO-OM-OPA)

Projects (PS)

Maintenance (ICH)

Cost Object Controlling (CO-PC-OBJ)

Directly Dependent Business Function Requiring Activation in Addition

Not Relevant

You can use this Business Function to use the enhanced functionality of the SAP Allocation Tool for the activity allocation and the calculation of overhead rates. For overhead Controlling, you can choose whether you want to continue using the posting date, the newly introduced valuation date with the document date, or a specific date for the price determination using a Business Add-In (BAdI). You can adjust the times from the Cross-Application Time Sheet (SAP CATS) subsequently. If you do not make any adjustments, the current price is used instead of the price valid in the past. You can continue to calculate overheads for different business transactions transaction-based. You can also transfer post transaction-based overheads if changes or corrections were made to the costing layout or to the assignment of the costing layout in the master data.

You can use the new functions in the following business areas:

  • Manual cost allocation (KAMV)

  • Actual activity allocation (RKL)

  • Repost costs (RKUI)

  • Repost revenue (RKU2)

Prerequisites

You have installed the following components from the named version:

Type of component

Component

Is only required for the following functions

Software Component

SAP_APPL 604

EA_APPL 604

  • You have defined the necessary settings for activating the transaction-based rates in Customizing under   Controlling   Cost Center Accounting   Actual Postings   Period-End Closing   Overhead   Define Overhead Cost Elements   Activate Overheads for Controlling Area and Business Transaction  .

  • You have defined the necessary settings for the periodic calculation of overheads in Customizing under   Controlling   Cost Center Accounting   Actual Postings   Period-End Closing   Overhead   Define Realtime Overhead Calculation   Activate Realtime Overhead Calculation  .

  • You have entered the costing layout that you need for the overhead calculation in your object (cost center, business process, internal order, product cost collector, production order, process order, maintenance order, sales order item, WBS element).

  • If you want to calculate the activity allocation and the transaction-based overheads by a valuation date, you must define the necessary settings in Customizing under   Controlling   Cost Center Accounting   Actual Postings   Period-End Closing   Overhead   Define Realtime Overhead Calculation   Special Valuation Date Settings  .

Features

When you activate the Business Function CO, Allocations, the following functions are available:

Valuation date for overheads and activity allocation

With overhead Controlling, the posting date is normally used to determine suitable prices for the price calculation and overhead calculation rate. You can use the valuation date to determine rates and overheads based on the document date or the work date, or a date determined by a BAdI.

For more information, see the application documentation under Valuation Date for Overhead Rates and Activity Allocation.

Transaction-based calculation of rates

You can use transaction-based rates for certain business transactions in order to post a special overhead rate document with the document that causes the overhead rates at the same time. When the original document is reversed, the overhead rate documents are also reversed. When using periodic rates at the same time, the selected transactions are not included in the periodic postings in order to avoid duplicate rate calculations. When the costing layout was changed or corrected, you can recalculate the overheads and transfer post them. You can display transaction-based overhead documents for a specific document using the Document Relationship Browser.

For more information, see the application documentation under Transaction-Based Calculation of Overhead Rates.

Reposting transaction-based overheads

You can reverse overhead rate documents that were created based on the original costing layout. New overhead documents are then created based on the new costing layout. The newly calculated overhead rates are compared with the existing overhead rates. If the calculation results match, no postings take place. Different selection types for documents are available. You can either use the original cost documents or the overhead rate documents. You can also select object-specifically. You can execute the reposting in a test run first. A log gives you an overview of processing or possible errors that may occur during execution.

For more information, see the application documentation under Reposting Transaction-Based Overhead Rates.

More Information

For more information, see the release note CO_ALLCOCATIONS: CO, Allocations.