Template Allocation in Actual: Processes/Cost Centers

Use

Along with profitability segments and cost objects, business processes, cost centers, cost centers/activity types receiver objects can also be used in template allocations. A template allocation can be run on such business processes, cost centers or cost centers/activity types only when these are assigned fixed allocation templates in the master data. Only one template can be referenced to each business process; to each cost center one for activity dependent and another for activity independent allocations. You can assign additional templates for the formula planning. Each business processes or cost center can appear several times as a sender in various templates.

The system calculates the actual quantity retroactively from receiver to sender objects with template allocations for business processes, cost centers or cost centers/activity types in actual. By evaluating the process flow with the plan activity price, the SAP System can assign costs to the receivers during the allocation itself.

The allocation is dependent on the period and fiscal year.

You can use business processes or cost center/activity types as senders with template-allocation for business processes/cost centers. You can use the following objects as receivers (SBP = name of the environment):

SBP: Business process
SCD: Cost centers/Activity types (activity dependent allocation)
SCI: Cost centers (activity independent allocation)

Prerequisites

These include:
- Creating the necessary sender objects; for example Business Processes or Cost Center / Activity Types
- Maintaining the Environment or functions necessary for your receiver object
- Providing the Process Drivers (for example, statistical key figures) used by the functions
- Creating appropriate Templates
- Assigning the template to the receiver object (business process, cost center or cost center/activity type)
Actual quantities of the receiver objects must already exist.
Allocation relationships that are defined through templates must be structured hierarchically.

Note Note

The allocation uses only activity types of category 1 (manual entry, manual allocation) and category 2 (indirect entry, indirect allocation) and sender business processes of category 1 and category 2 (equivalent to the activity type categories). You do not need to accept the category from the activity type or business process master data. These are default values which you can overwrite in quantity and price planning for activity types and business process for each version and fiscal year.

End of the note.

Activities

In Activity-Based Costing or Cost Center Accounting, choose Start of the navigation path Period-end closing Next navigation step Individual functions Allocations Template allocations End of the navigation path .

For more information on template assignments and allocations, see:

Templates for Business Processes/Cost Centers

Templates for Bus. Proc./Cost Center Assignment

Executing Template-Allocations

Example Template Allocation Process (Actual)

Reversing allocations in actual

You can reverse an allocation in actual. In the screen for template allocations, choose Start of the navigation path Extras Next navigation step Reverse End of the navigation path (normally not necessary, as corrections are made in the delta postings).

Additional business posting transactions while executing allocations in actual

You can also make a manual posting in the template allocation. This allows you to make additional postings for extraordinary cases manually; namely for business processes, cost centers or cost center/activity types.