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The template is a dynamic tool, which uses functions , formulas and Boolean logic (true/false) to calculate values. It consists of a grid of columns and rows.

It is used in overhead allocations, and planning of business processes, cost center/activity types, or profit centers.

Special environments exist for each template application. Select an environment before you create a template. The environment determines which row and column types are available.


Applications and Receiver Objects

Template Allocation

Costs or quantities are determined with the template, and then evaluated with a price. Costs calculated or determined this way can be allocated to the following receiver objects with the template:

  • Profitability Segment (environment PAC), which can be used for administration, operation and other service activity processes, because these enable you to run very versatile evaluations. This is where you assign the templates in Profitability Analysis (CO-PA) to a profitability segment (see: Template Allocation to Profitability Segments ).

Standard Cost Estimate (environment 001 - 003)

This is where you control the overhead cost allocations from business processes or cost centers/activity types to the cost object using templates. The template determines which overhead costs are used and to which extent. It also determines how these costs are allocated to the product. (see: Template-Allocation in the Standard Cost Estimate ).

Easy Cost Planning and Execution Service (Environments 200 – 299)

This costing method enables a simple, SAP System integrated cost planning. You work with derivation rules, which are used to define the template. This method can, for example, be used for the planning object Internal service request (see also: Easy Cost Planning and Execution Services ).

Formula Planning (Environment CPD, CPI, BPP, PCA)

Formula planning is an aid to planning. You can plan cost elements, statistical key figures, activity types and other elements in cost center and business process planning with the template (see: Formula Planning: Cost Centers , Formula Planning: Business Processes , Formula Planning: Profit Centers ). Use environments CPI and CPD for cost center planning, BPP for business process planning, and PCA for profit center planning.

Process Quantity Determination (SOP Environment)

You can use the template to determine process output quantities when you transfer scheduled activity from PP (see also: Transferring Activity Schedules ). The environment is SOP.

Flexible Use

Templates can be used flexibly:

  • Templates are independent of the receiver object type . You can use a given template for multiple receiver objects. During evaluation, a determination strategy actively looks for the appropriate template to be used. For more information, see Assigning Templates for Cost Objects and Cost Estimates .

  • You can define the objects to be evaluated differently. You can define methods that determine the object dynamically for the evaluation. For more information, see Object Determination .

  • The quantity can be defined in different ways. You can use formulas to determine the quantity of an object (for example, of a business process), which is used by a receiver object. For more information, see Quantity Determination .

  • You can set individual template rows (items) to active or inactive Using the methods allows you to determine when the position is active and when not; this is helpful when certain processes are necessary but only for specific receiver objects, and not for others. Only the active items are taken into account when you use the template. For more information, see Activation .

  • You can use sub-templates . You can define allocation data once in a template, and then use this template later as a sub-template.

Environments and Functions

To dynamically determine objects and quantities as well as activation requirements with the template use the formulas and methods . These use functions .

You are provided with numerous functions, the use of which depends on the template purpose, or the selected environment. You can also create your own functions.

For more information, see Template Environments .


A template consists of rows (items) and columns. The environment chosen also determines the rows and columns available to you.

The columns displayed include the following:

  • Type of row, such as process, cost element, statistical key figure, sub-template, or calculation row .

  • Row name

  • Object columns, such as the name of the process, sub-template, or calculation row

  • Quantity columns (actual/plan): for example, process quantity, statistical key figure quantity, resource quantity

  • Activation column (actual/plan)

See also:

Processing Templates

Further Options for Processing Templates