To append a segment to an existing
Cycle, choose Append segment or
Edit
→
Append segment
from the cycle header data
Enter a segment name and a segment description.
If more than one segment exists in a cycle, choose
Previous segment
or
Next segment
to scroll through the existing segments. The system informs you if no other segment exists.
You can create up to 999 segments in a cycle.
To define an assessment, enter an assessment cost element (= secondary cost element), or select an allocation structure (see: Assessment ).
Choose
Display allocation structure
to display the individual assignments of your selected allocation structure.
Choose
Change allocation structure
to change existing structures or to create new ones.
Specify the sender rules for the allocation in the segment under
Sender values
.
(see Rules for Periodic Repostings or Periodic Allocations )
Enter the percentage by which the sender value is to be credited.
Specify whether you want to allocate plan values in an actual allocation cycle, or actual values in a plan allocation cycle.
(see Allocating Plan Values in an Actual Allocation Cycle or Allocating Actual Values in a Plan Allocation Cycle ).
Specify the receiver rules for the allocation in the segment under
Tracing factors.
(see Rules for Periodic Repostings or Periodic Allocations )
If required, enter the desired scaling for the negative tracing factors.
If you have notspecified tracing factors asfixed amounts, fixed portionsorfixed percentages, negative tracing factors may arise. This would lead to receivers being credited with negative tracing factors or iterations being canceled. There are various methods for scaling any negative tracing factors.
(see Scaling Negative Tracing Factors )
7. If you are using theVariable portionsreceiver ruleyou specify the receiver tracing factor.
(see Rules for Periodic Repostings or Periodic Allocations )
Depending on the settings you made for the sender and receiver types for each allocation type during Customizing, the system offers you different fields for the senders and receivers.
For business processes, for example, the system may offer you the
External value added
,
Internal value added
,
Type
or
Allocation type
fields.
If you want to use the corresponding allocation characteristics from the master data record of a business process, select the
ST
indicator for the appropriate field.
To do this, you need to save the appropriate allocation characteristics in the master record.
If you want to enter a group in the segment definition for a sender or a receiver, you can only create or change this group from the sender definition.
- To do so, position your cursor on the group.
-
Choose
Extras
→
Create or change group
.
This takes you to the group maintenance for the master data. Choose
Back
to return to segment definition.
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 the senders or receivers.
Receivers of allocations can be:
TrueControlling objects
StatisticalControlling objects assigned to a true Controlling object, such as statistical orders that have a cost center specified in their master record. In this case, the posting is true for the true Controlling object and statistical for the statistical Controlling object.
(see Account Assignment of Controlling Objects )
To check the cycle you have defined, choose
Formal check
or
Cycle
→
Formal check.
The system checks the cycle with the master data.
The formal check is not a complete check. It does not guarantee that you can carry out the cycle without errors. You can only check this if you start the cycle on the
Cycle Processing
initial screen in the
Test run
.
The system issues a message after the formal check to inform you whether the check was completed successfully. To view any errors, choose
Extras
→
Error log
Within a cycle you can lock a segment for processing by selecting the
Lock indicator
in the segment's header data.
The system ignores this segment during the processing of the cycle.
(see Locking Segment Cycles )
Save
your entries for the segment.
If you go to the cycle maintenance from the
cycle overview display
, the system updates the tree structure and the related cycle information in the
cycle overview display
.
Specify the sender values.
The fields offered by the system for the sender values are based on the sender rules that you entered in the segment header.
Specify the receiver tracing factors.
The fields offered by the system for the tracing factors are based on the receiver rules that you entered in the segment header.
Choose
Receiver weighting factors
to specify receiver-specific weighting factors that the system should include in the allocation.
See also