Template Allocation to Processes/Cost Centers (Plan)

Use

In addition to profitability segments and cost objects, business processes, cost centers, cost centers/activity types can be receiver objects in template allocations. A template allocation can, however, only be made to such business processes, cost centers or cost centers/activity types if they have been assigned an allocation template in the master record. You can define one allocation template only for each business process and for each cost center: one for activity-dependent and another for activity-independent allocation. (You can assign additional templates for formula planning.) Each business process or cost center can, however, be used more than once as a sender in different templates.

In the templates for allocations to business processes or cost centers/activity types, the system determines the fixed plan quantities and the plan quantity factor (only for activity-dependent planning) as absolute values or calculates them using formulas or functions.

Cost centers and sender processes allocate plan quantities to the receivers. By valuating the quantity flow with the plan price, you can assign costs to the receivers during the allocation.

The allocation is based on the period and fiscal year.

You can use business processes or cost center/activity types as senders for the template-allocation to 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

Master Data and Templates

These include:

Creating the necessary sender objects; for example business processes or cost centers / activity types
Maintaining the environments or the functions needed for your receiver objects
Providing the process drivers (for example, statistical key figures) used by the functions
Creating appropriate process templates
Assigning the template to the receiver object (business process, cost center or cost center/activity type)

Note Note

The allocation uses only activity types from category 1 (manual entry, manual allocation) or category 2 (indirect entry, indirect allocation) and sender processes from category 1 and category 2 (equivalent to activity type categories 1 and 2 respectively). You do not need to use the value of the activity type category or the allocation category from the activity type master or business process master. 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.

Planning, Quantities and Prices

Firstly, all the quantities and the prices planned for all the receiver objects of the intended allocation, and for all sender objects of the category of cost center/activity type.

For more information, see Process Output (Quantities and Prices) Planning (ABC) and Activity Type Planning (CCA).

SOP/LTP: you can calculate and transfer plan quantities for receiver objects (business processes) of the highest hierarchy level (see Exploding Structured Processes ) as follows: you can transfer the requirements of production from Sales and Operations Planning (SOP), or from long term planning (LTP) from the receiver object, and use this data for the allocation.

For more information, see Transferring Activity Schedules (ABC) and Transferring Activity Schedules (CCA).

Note Note

Note the following for receiver business processes: if a sub-process does not include a plan process quantity, the SAP System uses the allocated process quantity for process cost calculations. The system uses this process quantity for further calculations.

The allocated process quantities are only transferred as plan quantities, if the subprocess is also a receiver process in the structure hierarchy. Therefore, activity quantities of cost center/activity types are only ever scheduled.

End of the note.

Activities

In Activity-Based Costing or Cost Center Accounting, choose Start of the navigation path Planning Next navigation step Allocation Template Allocation End of the navigation path .

For more information on template assignments and allocations, see:

Template for Business Processes/Cost Centers

Template for Business Process/Cost Center Assignment

Executing Template-Allocations

Example Template Allocation Process (Plan)

Reversing Allocations in Planning Data

You can reverse an allocation in the planning data. On 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 for allocating in planning data

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