Marketing Internal Order

8/10/2019 Marketing Internal Order

http://slidepdf.com/reader/full/marketing-internal-order 1/15

EHP5 for SAP ERP6.0

June 2011

English

Internal Order forMarketing and OtherOverhead Actual (186)

SAP AGDietmar-Ho-Allee 166!1!0 "all#orf German$

%usiness Pro&ess Do&umentation



SAP Best Practices 'nternal (r#er for )ar*eting an# (ther (+erhea# ,16/ %PD

Copyright

2011 SAP AG. All rights reser+e#.

o art of this uli&ation ma$ e rero#u&e# or transmitte# in an$ form or for an$ urose 3ithout thee4ress ermission of SAP AG. he information &ontaine# herein ma$ e &hange# 3ithout rior noti&e.

Some soft3are ro#u&ts mar*ete# $ SAP AG an# its #istriutors &ontain rorietar$ soft3are &omonentsof other soft3are +en#ors.

)i&rosoft "in#o3s E4&el (utloo* an# Po3erPoint are registere# tra#emar*s of )i&rosoft 7ororation.

'%) D%2 D%2 8ni+ersal Dataase S$stem i S$stem i5 S$stem S$stem 5 S$stem 4 S$stem 9S$stem 910 S$stem 9! 910 9! iSeries Series 4Series 9Series eSer+er 9:;) 9:(S i5:(S S:<!0(S:<!0 (S:=00 AS:=00 S:<!0 Parallel Enterrise Ser+er Po3er;) Po3er Ar&hite&ture P("ER6>P("ER6 P("ER5> P("ER5 P("ER (enPo3er Po3erP7 %at&hPies %la#e7enter S$stemStorage GP?S HA7)P REA' D%2 7onne&t RA7? Re#oo*s (S:2 Parallel S$sle4 );S:ESA A'@

'ntelligent )iner "eShere etfinit$ i+oli an# 'nformi4 are tra#emar*s or registere# tra#emar*s of '%)7ororation.

inu4 is the registere# tra#emar* of inus or+al#s in the 8.S. an# other &ountries.

A#oe the A#oe logo A&roat PostS&rit an# Rea#er are either tra#emar*s or registere# tra#emar*s of A#oe S$stems 'n&ororate# in the 8nite# States an#:or other &ountries.

(ra&le is a registere# tra#emar* of (ra&le 7ororation.

8'@ @:(en (S?:1 an# )otif are registere# tra#emar*s of the (en Grou.

7itri4 '7A Program eighorhoo# )eta?rame "in?rame ;i#eo?rame an# )ulti"in are tra#emar*s orregistere# tra#emar*s of 7itri4 S$stems 'n&.

H) @) @H) an# "<7 are tra#emar*s or registere# tra#emar*s of "<7B "orl# "i#e "e7onsortium )assa&husetts 'nstitute of e&hnolog$.

Ja+a is a registere# tra#emar* of Sun )i&ros$stems 'n&.

Ja+aS&rit is a registere# tra#emar* of Sun )i&ros$stems 'n&. use# un#er li&ense for te&hnolog$ in+ente#an# imlemente# $ ets&ae.

SAP R:< SAP et"ea+er Duet PartnerE#ge %$Design SAP %usiness(Ce&ts E4lorer Stream"or*an# other SAP ro#u&ts an# ser+i&es mentione# herein as 3ell as their rese&ti+e logos are tra#emar*s orregistere# tra#emar*s of SAP AG in German$ an# other &ountries.

%usiness (Ce&ts an# the %usiness (Ce&ts logo %usiness(Ce&ts 7r$stal Reorts 7r$stal De&isions"e 'ntelligen&e @&elsius an# other %usiness (Ce&ts ro#u&ts an# ser+i&es mentione# herein as 3ell as

their rese&ti+e logos are tra#emar*s or registere# tra#emar*s of %usiness (Ce&ts Soft3are t#. %usiness(Ce&ts is an SAP &oman$.

S$ase an# A#ati+e Ser+er iAn$3here S$ase <65 S An$3here an# other S$ase ro#u&ts an#ser+i&es mentione# herein as 3ell as their rese&ti+e logos are tra#emar*s or registere# tra#emar*s ofS$ase 'n&. S$ase is an SAP &oman$.

All other ro#u&t an# ser+i&e names mentione# are the tra#emar*s of their rese&ti+e &omanies. Data&ontaine# in this #o&ument ser+es informational uroses onl$. ational ro#u&t se&ifi&ations ma$ +ar$.

hese materials are suCe&t to &hange 3ithout noti&e. hese materials are ro+i#e# $ SAP AG an# itsaffiliate# &omanies ,SAP Grou for informational uroses onl$ 3ithout reresentation or 3arrant$ ofan$ *in# an# SAP Grou shall not e liale for errors or omissions 3ith rese&t to the materials. he onl$3arranties for SAP Grou ro#u&ts an# ser+i&es are those that are set forth in the e4ress 3arrant$

statements a&&oman$ing su&h ro#u&ts an# ser+i&es if an$. othing herein shoul# e &onstrue# as&onstituting an a##itional 3arrant$.

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Icons

Icon Meaning

7aution

E4amle

ote

Re&ommen#ation

S$nta4

E4ternal Pro&ess

%usiness Pro&ess Alternati+e:De&ision 7hoi&e

Typographic Conventions

Type tyle !escription

Example text "or#s or &hara&ters that aear on the s&reen. hese in&lu#e fiel#names s&reen titles ushuttons as 3ell as menu names aths an#otions.

7ross-referen&es to other #o&umentation.

E4amle te4t Emhasi9e# 3or#s or hrases in o#$ te4t titles of grahi&s an# tales.

E@A)PE E@ ames of elements in the s$stem. hese in&lu#e reort namesrogram names transa&tion &o#es tale names an# in#i+i#ual *e$3or#s of a rogramming language 3hen surroun#e# $ o#$ te4t fore4amle SEE7 an# '78DE.

Example text S&reen outut. his in&lu#es file an# #ire&tor$ names an# their aths

messages sour&e &o#e names of +ariales an# arameters as 3ell asnames of installation ugra#e an# #ataase tools.

EXAMPLE TEXT Fe$s on the *e$oar# for e4amle fun&tion *e$s ,su&h as F2 or theENTER *e$.

Example text E4a&t user entr$. hese are 3or#s or &hara&ters that $ou enter in thes$stem e4a&tl$ as the$ aear in the #o&umentation.

<Example text> ;ariale user entr$. Pointe# ra&*ets in#i&ate that $ou rela&e these3or#s an# &hara&ters 3ith aroriate entries.

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Contents

1 Purose..................................................................................................................................5

2 Prereuisites..........................................................................................................................5

2.1 )aster Data.....................................................................................................................5

2.2 Roles...............................................................................................................................5

2.< Preliminar$ Stes............................................................................................................6

2.<.1 Setting 7ontrolling Area............................................................................................6

< Pro&ess (+er+ie3 ale.........................................................................................................

= Pro&ess Stes........................................................................................................................

=.1 7reating 'nternal (r#er....................................................................................................

=.2 Posting General e#ger A&&ount Do&uments..................................................................

=.< Settlement 'nternal (r#er..............................................................................................10

=.<.1 7he&*ing Settlement Rules....................................................................................10

=.<.2 ist of Settlement Rules for (r#ers.........................................................................11

=.<.< E4e&uting Settlement 'nternal (r#er......................................................................12

=.= Reorting.......................................................................................................................1<

=.=.1 7onfirming 7orre&t Settlement...............................................................................1<

=.=.2 7he&*ing %u#get....................................................................................................1=

5 Aen#i4..............................................................................................................................1=

5.1 Re+ersal of Pro&ess Stes............................................................................................1=

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Internal Orders for Marketing and Other OverheadActual

1 "urpose;arious internal roCe&ts &onsume resour&es an# in&ur &osts or e4enses. hese roCe&ts areusuall$ un#erta*en for future #e+eloment of ro#u&ts. he ro#u&t lines are generall$#eterminale for su&h roCe&ts. he &osts of these roCe&ts nee# to e tra&*e# for +ariousuroses su&h as &ost &ontrol return on in+estment &al&ulations ta4 reorting an# so on.

his ro&ess ma*es use of SAPIs internal or#er fun&tionalit$ to tra&* &osts an# status.

'n &ase of mar*eting roCe&ts an internal or#er is &reate# $ using the mar*eting or#er t$e.)ar*eting or#ers are &reate# as statisti&al or#ers. his means that &osts are oste# to theassigne# &ost &enter an# a##itionall$ as statisti&al &osts to the internal or#er. he or#er #oes notnee# settlement sin&e the real &osts are assigne# to the &ost &enter.

'n &ase of other o+erhea# roCe&ts internal or#ers &an e &reate# $ using the o+erhea# or#ert$e. 'n this &ase a resonsile &ost &enter is assigne#. he internal or#ers are to e settle# tothis &ost &enter.

# "rere$uisites

#%1 Master !ata

ou ha+e entere# the master #ata reuire# to go through the ro&e#ures of this s&enario. Ensurethat the follo3ing s&enario-se&ifi& master #ata e4ists efore $ou test this s&enario/

Manufacturing & Trading

Master !ata 'alue election Coent

7ost 7enter 1601 All )ar*eting &ost &enter

7ost 7enter K All All &ost &entersresonsile foro+erhea# &ost or#ers.

'nternal (r#ers K 'nternal or#er t$e 020,o+erhea# &ost or#ersan# =00 ,mar*etinginternal or#ers

#%# oles

*se

he follo3ing roles must ha+e alrea#$ een installe# to test this s&enario in the SAP et"ea+er%usiness 7lient ,"%7. he roles in this %usiness Pro&ess Do&umentation must e assigne#to the user or users testing this s&enario. ou onl$ nee# these roles if $ou are using the "%7interfa&e. ou #o not nee# these roles if $ou are using the stan#ar# SAP G8'.

"rere$uisites

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he usiness roles ha+e een assigne# to the user 3ho is testing this s&enario.

+usiness role Technical nae "rocess step

Emlo$ee,Professional8ser

SAPL%PRLE)P(EELS Assignment of this role isne&essar$ for asi& fun&tionalit$.

General e#ger A&&ountant

SAPL%PRL?'A77LS Posting General e#ger A&&ountDo&uments

Enterrise7ontroller

SAPL%PRL7(R(ERL) 7he&* settlement rules

ist of settlement rules for or#ers

E4e&ute Settlement 'nternal (r#er

7onfirm 7orre&t Settlement

7he&* %u#get

#%, "reliinary teps

#%,%1 etting Controlling Area

*se

he &ontrolling area is to e set efore $ou &arr$ out the first stes in &ontrolling.

'f the &ontrolling area is alrea#$ assigne# in the user arameters ,see the ui&*Gui#e this ste is no longer ne&essar$ an# &an e omitte#.

"rocedure

1. A&&ess the transa&tion &hoosing one of the follo3ing na+igation otions/

Option 1- A" .raphical *ser Interface (A" .*I)

A" /CC enu Accounting→ Controlling→ Cost Element Accounting→

Environment → Set Controlling Area

Transaction code (FFS

Option #- A" 0eteaver +usiness Client (A" 0+C) via +usiness ole

+usiness role Enterrise 7ontroller

,SAPL%PRL7(R(ERL)

+usiness role enu Overhead Cost Controlling→ Actual Postings→ Actual

Posting Preparation→ Set Controlling Area

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2. (n the Set Controlling Area s&reen enter Controlling Area 1000.

<. Sa+e $our entr$ as a user arameter.

, "rocess Overvie2 Ta3le"rocess step /4ternal

processreference

+usinesscondition

+usinessrole

Transactioncode

/4pectedresults

Create Internalorder

See 155.12 CreateInternalorderscenario

'nternalor#ers formar*eting&osts oro+erhea#&osts are toe &reate#

See 155.12CreateInternalorderscenario

See 155.12Create Internalorder scenario

'nternal (r#eris &reate#.

PostingGeneral Ledger AccountDocuments

Post coststo internalorder

Internal ordercollects all primary costsinvolved iththe order

!eneral"edger Accountant

#$5% Internal Ordergets value postings

Checkettleent ule

Enterrise7ontroller

F(SR'SL(R Settlement rulesare maintaine#,o+erhea# &ostor#ers onl$

ettleentorder internalorder

(r#er is to esettle#

Enterrise7ontroller

F(G 7osts aresettle# to &ost&enter,o+erhea# &ostor#ers onl$

eporting Enterrise7ontroller

SLARL012!!< Detaile# reort&omaring#ifferente4enses

ConfirCorrectettleent

Enterrise7ontroller

SLARL012!!< A&tual alan&eshoul# e 9ero.

Check 3udget Enterrise&ontroller

SLARL01<01! A&tual:%u#get&he&*e#

5 "rocess teps

5%1 Creating Internal Order

*se

'n this a&ti+it$ $ou 3ill &reate a statisti&al or#er for mar*eting &osts an# an internal or#er forother o+erhea# &osts.

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he resonsile &ost &enter is to e assigne# to the internal or#er.

"rere$uisitehis ste is not nee#e# if the internal or#er is alrea#$ &reate# for lanning urose. he sameor#er is then to e use# for a&tual ostings. See also Internal Order &or 'ar(eting and OtherOverhead Planning )1*%+ s&enario.

"rocedure

?or this a&ti+it$ run the Internal Order )155.12+ s&enario #o&ument

?or internal or#er t$e mar*eting on 7ontrol #ata ta age mar* the Statistical Order an# enter1601 in the Actual posted CCtr fiel#.

/4aple

Order type esponsi3le Cost Center !escription

=00 1601 for e4amle 'nternal (r#er/ )ar*eting

020 for e4amle (+erhea# 7osts

5%# "osting .eneral 7edger Account !ocuents

*se

'n G: a&&ount osting $ou enter $our #o&ument hea#er #ata ,#o&ument #ate #o&ument t$e&oman$ &o#e osting #ate an# &urren&$ an# #ata for the in#i+i#ual line items.

"rocedure



A" /CC enu Accounting→ #inancial Accounting→ !eneral "edger→ Posting

→ Enter !," Account -ocument

Transaction code ?%50


+usiness role General e#ger A&&ountant

,SAPL%PRL?'A77LS

+usiness role enu !eneral "edger→ Posting→ Posting→ Post !," Account

-ocument

2. Enter the follo3ing #ata if it is not alrea#$ een #efaulte# $ the s$stem/

ield nae !escription *ser action and values Coent

CompanyCode1000

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<. 7hoose Enter .

o &hange the &oman$ &o#e on the s&reen Enter !," Account document

Company Code //// &hoose Edit→ Change Company Code.

=. Enter the follo3ing asi& #ata/


-ocument-ate

o#a$Ms #ate

Posting -ate o#a$Ms #ate

Currency INR Do&ument &urren&$

5. Enter the follo3ing #ata for the first line item/

ield nae !escription *ser action and values Coent!," acct * for e4amle

=6!=00

-,C Debit

Amount indoc. curr.

* for e4amle 55000

0ax code K for e4amle S1

Order Ninternal or#er numerO 'nternal or#er formar*eting &osts or

o+erhea# &osts

6. Enter the follo3ing #ata for the other line items/


!," Account * for e4amle2=100100

-,C Credit

Amount indoc. curr.

*

alue date o#a$Ms #ate

. 7hoose the -etails ta age an# ma*e the follo3ing entries/


Calculate tax Sele&t the Calculate tax in#i&ator

. o &he&* the #o&ument &hoose Simulate ,?! efore osting. his enales $ou to #isla$the #o&ument in&lu#ing the inut ta4 to e oste# an# to &orre&t it if ne&essar$. 7onfirm an$messages that aear 3ith Enter .

!. o ost the #o&ument &hoose Post ,7trl>S.

10. 'n the lo3er area of the s&reen the s$stem oututs the message -ocument xxxxx as posted in company code 1%%% 44444 is the seuential #o&ument numer assigne# $ thes$stem.

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11. a*e a note of the #o&ument numer.

esult

'n &ase of internal mar*eting or#er the &osts are oste# to the &ost &enter atta&he# to the or#er.he mar*eting or#er &ontains the same osting as statisti&al +alue onl$.

5%, ettleent Internal Order

*se

'nternal mar*eting or#ers are not settle#. he$ &ontain statisti&al +alues onl$.

After finishing the internal roCe&t the internal or#er is &lose# an# the &osts are settle#. hesettlement is a erio#i& a&ti+it$ 3hi&h is usuall$ e4e&ute# for all or#ers to e settle#.

'nternal o+erhea# or#ers are settle# to the resonsile &ost &enter assigne#.

5%,%1 Checking ettleent ules

*se

he internal o+erhea# or#er is settle# to the assigne# resonsile &ost &enter.

"rocedure


Option 1- A" .raphical *ser Interface (A" .*I)A" /CC enu Accounting→ Controlling→ Internal Orders→ 'aster -ata→

Order 'anager

Transaction code F(0=



,SAPL%PRL7(R(ERL)

+usiness role enu Overhead Cost Controlling→ 'aster -ata→ Internal Orders→

Order 'anager

2. (n the Order 'anager s&reen sele&t $our or#er 3ith or#er t$e 020 for e4amle 200000.

. 7hoose Continue )Enter+.

3. Disla$ the or#er $ &hoosing the or#er. A resonsile &ost &enter shoul# e assigne# to theinternal or#er ,see ta assignments

5. 7hoose Change.

4. 7hoose Settlement ule.

6. (n the 'aintain Settlement ule Overvie s&reen ma*e the follo3ing entries/


7ine 1-

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Cat A&&ount Assignment&ategor$

CTR

Settlementeceiver

An$ &ost &enter for e4amle 1101,?inan&e an#

A#ministration

7 100

Settlementtype

PER

8o. Distriution rulenumer

1

7ine #-

Cat A&&ount Assignment&ategor$

CTR

Settlementeceiver

An$ &ost &enter for e4amle 1101,?inan&e an# A#ministration

7 100

Settlementtype

FUL

8o. Distriution rulenumer

2

*. 7hoose ,"%7/ 'ore9→ !oto→ Settlement parameters.

:. (n the 'aintain Settlement ule Parameters s&reen ma*e the follo3ing entries/


Settlement pro&ile

YB0020 (+erhea# &osts

Allocationstructure

Y1 7( allo&ationstru&ture

1%. 7hoose $ac( an# sa+e $our entries.

11. (n the -isplay Internal Order 'aster data s&reen &hoose the ta age of Control data.Here $ou &an &he&* the s$stem status. he internal or#er shoul# e release#. 7he&* thatRE is liste# in the fiel# of System status.

12. 'f the status is not set release the or#er &hoose Change an# then release the or#er $&hoosing elease )release order+.

esult

he settlement rules are assigne#.

5%,%# 7ist of ettleent ules for Orders

"rocedure



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A" /CC enu Accounting→ Controlling→ Internal Orders→ 'aster -ata →

Special #unctions→ Collective Processing→ Collective -isplay→

Settlement ules

Transaction code F(SR'SL(R



,SAPL%PRL7(R(ERL)

+usiness role enu Overhead Cost Controlling→ Planning→ Planning Preparation →

Internal Orders Coll. -ispl. Settu

2. (n the "ist o& settlement rules &or orders s&reen ma*e the follo3ing entries/


Selectionvariant YBLF!"#$ (+erhea# &osts

Settlement pro&ile

YB0020 'nternal or#er foro+erhea# &osts -settlement

<. 7hoose Execute.

5%,%, /4ecuting ettleent Internal Order

"rocedure



A" /CC enu Accounting→ Controlling→ Internal Orders→ Period;End Closing

→ Single #unctions→ Settlement→ Collective Processing

Transaction code F(G



,SAPL%PRL7(R(ERL)

+usiness role enu Overhead Cost Controlling→ Period End Closing→ Actual

Settlment Orders

2. (n the Actual Settlement Orders s&reen ma*e the follo3ing entries/


Selectionvariant

YBLF!"#$ Sele&tion +ariant foror#er t$es arero+i#e# 3ith SAP%est Pra&ti&es

Settlement period

Nsettlement erio#O

#iscal <ear N&urrent $earO

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$ac(groundProcessing

Desele&te#

0est un Desele&te#

-etail "ist Sele&te#

<. 7hoose Execute.

esult

he internal or#er is settle# to the resonsile &ost &enter.

5%5 eporting

5%5%1 Confiring Correct ettleent

*se

'n this a&ti+it$ $ou 3ill &onfirm &orre&t settlement of o+erhea# &ost or#ers.

"rocedure



A" /CC enu Accounting→ Controlling→ Cost Center Accounting→ In&ormation

System→ eports &or Internal Orders → Plan Actual Comparisons

→ Orders Actual,Plan,ariance

Transaction code SLARL012!!<



,SAPL%PRL7(R(ERL)

+usiness role enu Overhead Cost Controlling→ eporting→ Orders→ Orders

Actual,Plan,ariance

2. (n the Orders Actual,Plan,ariance Selection s&reen ma*e the follo3ing entries/

ield nae !escription *ser action and values CoentControlling Area

1000

#iscal <ear N&urrent $earO

#rom Period N&urrent erio#O

0o Period N&urrent erio#O

Plan ersion 0

Order !roup "#$

<. 7hoose Execute.

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esult

he a&tual alan&e must e 9ero. 'f the +alue for this or#er grou is not 9ero go a&* an# &he&*the settlement.

5%5%# Checking +udget

"rocedure



A" /CC enu Accounting Controlling Internal Orders In&ormation System eports &or Internal Orders 'ore eports "ist$udget,Actual,Commitments

Transaction code SLARL01<01!



,SAPL%PRL7(R(ERL)

+usiness role enu Overhead Cost Controlling→ eporting→ Orders→ Orders "ist

$udget,Actual,Commitments

2. (n the "ist $udget,Actual,Commitments Selection s&reen ma*e the follo3ing entries/


Controlling

Area

1000

Order !roup %rder &r%'p mar(eti)& +T,

"r

%rder &r%'p%-er.ead/ "#$,

<. 7hoose Execute.

esult

he u#get to internal or#ers is &he&*e# 3ith the a&tual oste# &osts.

9 Appendi4

9%1 eversal of "rocess teps

'n the follo3ing se&tion $ou &an fin# the most &ommon re+ersal stes 3hi&h $ou &an ta*e tore+erse some of the a&ti+ities #es&rie# in this #o&ument.

"osting .eneral 7edger Account !ocuents

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Transaction code ( A" .*I) ?%50

eversal/ Individual reversal

Transaction code ( A" .*I) ?%0

+usiness role General e#ger A&&ountant

,SAPL%PRL?'A77LS

+usiness role enu !eneral "edger→ !," Account Processing→ -isplay

!," Account Items→ everse -ocument

Coent

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Marketing Internal Order

Documents

Transcript of Marketing Internal Order