The transfer price allocation is the means by which you allocate the amounts in the transfer price agreement. You enter an allocation amount for an item in a transfer price agreement.
You can:
Determine the allocation amount manually
Choose
Propose a
mount to have the system determine the amount for you
The system calculates the amount by comparing the amount in the agreement with the amount already allocated and proposing the difference as the allocation amount.
Note
Note that the amount allocated may exceed the amount in the transfer price agreement.
You can enter a transfer price allocation in one of the following ways:
Individually
Enter the document number of a transfer price agreement. The system proposes only the items in that transfer price agreement for processing.
Using a list
Specify one or more projects or WBS elements, and the due date range. The system lists all the transfer price agreement items not yet allocated.
You have entered a transfer price agreement.
The WBS elements in question in the transfer price allocation have been released. This status permits transfer price allocations.
Note
You can also enter transfer price allocations for WBS elements with system status
Closed
or
Technically complete
.
You have entered the following in Project System customizing, under
The document type for the transfer price allocation.
In the transfer price agreement document type: Defined a follow-up document type for the transfer price allocation.
Assigned a number range for transfer price allocations
Choose
Logistics
or
or
Enter Using List.
In individual entry, you enter the transfer price allocation using the document number for the transfer price agreement.
In list entry, the system offers all transfer price agreements which are still open for the projects selected, taking account of the due date.
Choose
Choose
to call up the detail screen for the first item in the transfer price allocation. You can then process it in the same way as you would in individual processing.
In individual entry, specify the required data in the initial screen:
Choose or .
The list screen contains all the allocation items for the transfer fixed price agreement. Choose
Delete
to remove any items you do not want to allocate from the list screen display. This deletes the items from the display only, not from the transfer price agreement.
In the detail screen, the system offers the first transfer price allocation item for processing.
Enter the allocation amount and a text. You can determine the allocation amount manually or use the amount proposed by the system. Press the
Propose amount
pushbutton to do the latter.
If you do not expect any further actual costs, set the completion indicator.
You cannot archive an item without first setting the completion indicator.
Save the transfer price allocation by choosing
Save
.
If the amount allocated exceeds the amount in the agreement, the system generates a warning when you save.
When you save, the system tells you the document number for the transfer price allocation (internal number allocation).
The system reduces the commitment set up by the transfer price agreement in the receiver by the amount allocated. If you have flagged an item as complete, the system reduces the commitment in the receiver to zero. The plan values in the agreement are not affected.