Contents

Maintain Assessment Cycles

5
1
Purpose 5
2
Prerequisites 5
2.1
Preliminary Steps
5
2.2
Roles 5
3
Process Steps 6
3.1
Create Cost Element and Cost Element Group
3.2
Create Cost Center and Cost Center Group
3.3
Create Cost Center Assessment Cycle
6
3.4
Change Cost Center Assessment Cycle
8
3.5
Create COPA Assessment Cycle
9
3.6
Change COPA Assessment Cycle
11
4
Appendix
12
4.1
Reversal of Process Steps
12

6
6

Maintain Assessment Cycles

1
Purpose
In this document, you create or change the cost center assessment cycle. You can
also create or change the COPA assessment cycle.
2
Prerequisites
2.1
Preliminary Steps
You must make two choices to determine which steps in this document you have to
perform.
The cost center assessment cycle must be maintained. Does it exist?
Option A: If the cycle exists, go to step 3.4.
Option B: If the cycle does not exist, then go to step 3.3.
The COPA assessment cycle must be maintained. Does it exist?
Option A: If the cycle exists, go to step 3.6.
Option B: If the cycle does not exist, then go to step 3.5.
2.2
Roles
Use
The following roles must have been installed to allow the relevant activities to
be carried out in the SAP Netweaver Business Client (NWBC). In addition, they m
ust be assigned to the user or users who will perform the process steps describe
d in this document. You do not need these roles if you are not using the NWBC in
terface, but the standard SAP GUI.
Prerequisites
The business roles have been assigned to the user(s) who will perform the proces
s steps described in this document.
Business role Technical name Process step
Enterprise Controller SAP_BPR_CONTROLLER-K
Create Cost Center Assessment Cy
cle
Change Cost Center Assessment Cycle
Create COPA Assessment Cycle
Change COPA Assessment Cycle
3
Process Steps
3.1
Create Cost Element and Cost Element Group
Use
This activity will create cost element and cost element group.
Procedure
To execute this activity, run the Create Cost Element and Cost Element Group (15

5.05) scenario using the master data in this document.

3.2
Create Cost Center and Cost Center Group
Use
This activity will create cost center and cost center group.
Procedure
To execute this activity, run the Create Cost Center and Cost Center Group (155.
03) scenario using the master data in this document.
3.3
Create Cost Center Assessment Cycle
Use
In this activity, you create the cost center assessment cycle.
Procedure
1.
Access the transaction choosing one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)::
SAP menu
Accounting ? Controlling ? Cost Center Accounting ? Period-End C
losing ? Current Settings ? Define Assessment
Transaction code
KSU1 / S_ALR_87005742
Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business role
Business role (Name)
Enterprise Controller (SAP_BPR_CONTROLLER-K)
NWBC Menu
Overhead Cost Controlling ? Actual Posting Preparation ? Define
Periodic Reposting
2.
On the Create Actual Assessment cycle: Initial Screen, enter new cycle n
ame, start date, then choose Enter.
3.
On the Create Actual Assessment cycle: Header data screen, enter text fo
r the cycle; deselect the Iterative indicator.
4.
Choose Attach segment.
5.
On the Create Actual Assessment cycle: Segment screen, enter Segment nam
e, description.
6.
Choose Segment Header tab page.
7.
Enter assessment cost element, sender rule, share in %, receiver rule, v
ar. portion type.
8.
Choose Senders/receivers tab page.
9.
Enter sending cost center / range / group; sending cost element / range
/ group; receiving cost center / range / group.
10.
Choose the Sender values tab page.
11.
Selection criteria depend on the sender rule.
12.
Choose the Receiver tracing factor tab page.
13.
Selection criteria depend on the receiver rules and var. portion type.
14.
Choose the Receiver weighting factors tab page.
15.
Receiving tracing factor values depend on the receiver rules and var. po
rtion type.
16.
Choose Attach Segment to insert more segments.
17.
Choose Save.
This transaction requires the status of the client to be 'Production'. Ensure th
e cycle date is the beginning of the year.
Result
The Cost center assessment cycle is created. To view the estimated cost, run the
transaction KSU3.
If transport handling is activated in the client a customizing transport reque
st is required. Provide the request you are assigned to.
3.4
Change Cost Center Assessment Cycle
Use
In this activity, you change the cost center assessment cycle.
Procedure
1.
Access the transaction choosing one of the following navigation options:
SAP menu
Accounting ? Controlling ? Cost Center Accounting ? Period-End C

losing ? Current Settings ? Define Assessment

Transaction code
KSU1 / KSU2
Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business role
Business role (Name)
Enterprise Controller (SAP_BPR_CONTROLLER-K)
NWBC Menu
Overhead Cost Controlling ? Actual Posting Preparation ? Change
Actual Assessment Cycle
2.
In the menu select cycle ? Change.
3.
On the Change Actual Assessment cycle: Initial screen, enter cycle name,
then choose Enter.
4.
On the Change Actual Assessment cycle: Header data screen, choose Overvi
ew Segments.
5.
In the Segment Overview dialog box, select the segment to be updated and
choose Choose.
6.
Make the appropriate changes to the segment as required.
7.
On the Change Actual Assessment cycle: Segment screen, enter Segment nam
e, description.
8.
Choose Segment Header tab page.
9.
Enter assessment cost element, sender rule, share in %, receiver rule, v
ar. portion type.
10.
Choose Senders/receivers tab page.
11.
Enter sending cost center / range / group; sending cost element / range
/ group; receiving cost center / range / group.
12.
Choose Sender values tab page.
13.
Enter selection criteria depending on the sender rule.
14.
Choose Receiver tracing factor tab page.
15.
Enter selection criteria depending on the receiver rules and var. portio
n type.
16.
Choose Receiver weighting factors tab page.
17.
Enter receiving tracing factor values depending on the receiver rules an
d var. portion type.
18.
Select Attach Segment to insert more segments.
19.
Choose Save.
This transaction requires the status of the client to be Production.
Result
The Cost center assessment cycle is changed.
3.5
Create COPA Assessment Cycle
Use
In this activity, you create the COPA assessment cycle.
Procedure
1.
Access the transaction choosing one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP menu
Accounting ? Controlling ? Profitability Analysis ? Actual Posti
ngs ? Period-End Closing ? Transfer Cost Center / Processos Costs ? Assessment
Transaction code
KEU1
Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business role
Business role (Name)
Enterprise Controller (SAP_BPR_CONTROLLER-K)
NWBC Menu
Overhead Cost Controlling ? Planning Preparation ? CO-PA Create
Actual Assesment Cycle
2.
On the Execute Actual Assessment: Initial Screen go to Extras, select Cy
cle, then choose Create
3.
In the Set operating concern dialog box, enter the operating concern, se
lect Costing Based, then choose Enter.
4.
On the CO-PA Create Actual Assessment cycle: Initial screen, enter new c
ycle name and start date, then choose Enter.
5.
On the CO-PA Create Actual Assessment cycle: Header data screen, enter t
ext for the cycle, sender selector type, Controlling Area, TF basis (1).
6.
Choose Attach segment.

7.
On the CO-PA Create Actual Assessment cycle: Segment screen, enter Segme
nt name, description.
8.
Choose Segment Header tab page.
9.
Enter assessment cost element, fixed value field, variable value field,
sender rule, share in %, receiver rule, var. portion type.
10.
Choose Senders/receivers tab page.
11.
Enter sending cost center / range / group; sending cost element / range
/ group; receiving CO-PA characteristic fields / range / group.
12.
Choose Sender values tab page.
13.
Enter selection criteria depending on the sender rule.
14.
Choose Receiver tracing factor tab page.
15.
Enter selection criteria depending on the receiver rules and var. portio
n type.
16.
Choose Receiver weighting factors tab page.
17.
Enter receiving tracing factor values depending on the receiver rules an
d var. portion type.
18.
Select Attach Segment to insert more segments.
19.
Choose Save.
This transaction requires the status of the client to be Production. Ensure the
cycle date is the beginning of the year.
Result
The CO-PA assessment cycle is created.
3.6
Change COPA Assessment Cycle
Use
In this activity, you change the COPA assessment cycle.
Procedure
1.
Access the transaction choosing one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP menu
Accounting ? Controlling ? Profitability Analysis ? Actual Posti
ngs ? Period-End Closing ? Transfer Cost Center / Processos Costs ? Assessment
Transaction code
KEU2
Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business role
Business role (Name)
Enterprise Controller (SAP_BPR_CONTROLLER-K)
NWBC Menu
Overhead Cost Controlling ? Planning Preparation ? CO-PA Change
Actual Assesment Cycle
Choose: More ? Cycle ? Change
2.
On the Execute Actual Assessment: Initial Screen go to Extras, select Cy
cle, then choose Change.
3.
On the Set operating concern dialog box, enter the operating concern, se
lect Costing Based and then choose Enter.
4.
On the CO-PA Change Actual Assessment cycle: Initial screen, enter cycle
name and choose Enter.
5.
Choose Overview Segments.
6.
In the Segment Overview dialog box, select the segment to be updated and
choose Choose.
7.
Make the appropriate changes to the segment as required.
8.
On the CO-PA Change Actual Assessment cycle: Header data screen, enter t
ext for the cycle, sender selector type, Controlling Area, TF basis (1).
9.
Choose Attach segment.
10.
On the CO-PA Change Actual Assessment cycle: Segment screen, enter Segme
nt name, description.
11.
Choose Segment Header tab page.
12.
Enter assessment cost element, fixed value field, variable value field,
sender rule; share in %, receiver rule, var. portion type.
13.
Choose Senders/receivers tab page.
14.
Enter sending cost center / range / group; sending cost element / range
/ group; receiving CO-PA characteristic fields / range / group
15.
Choose Sender values tab page.

16.
Enter selection criteria depending on the sender rule.
17.
Choose Receiver tracing factor tab page.
18.
Enter selection criteria depending on the receiver rules and var. portio
n type.
19.
Choose Receiver weighting factors tab page.
20.
Enter receiving tracing factor values depending on the receiver rules an
d var. portion type.
21.
Select Attach Segment to insert more segments.
22.
Choose Save.
This transaction requires the status of the client to be Production.
Result
The CO-PA assessment cycle is changed
4
Appendix
4.1
Reversal of Process Steps
In the following section, you can find the most common reversal steps, which you
can take to reverse some of the activities described in this document.
Process step
Transaction code
Comment
Create Actual Assessment Cycle KSU1
Reversal: Delete Actual Assessment Cycle
KSU4
Create CO-PA Assessment Cycle KEU1
Reversal: Delete CO-PA Assessment Cycle KEU4
Select function in menu