Overhead cost template allocation

Hi All,
Can anyone please provide overhead cost template allocation configuration steps with print screens.
Regards,
Vijay

Hi Vijay,
Templates are nothing but a tool for complex calculation of formulas .
Templates can be used for formula planning , activity allocation or overhead cost allocation . Enviornment of template tells you what you want to do with a template .
If you want OH Calculation to product instead of a Costing Sheet .. use enviornment "1" for Plan and "9" for actual.
You have lot of pre-defined SAP complex formulas available in the templates which you can use..
Template Creation
Enviornment varies with requirement and config will also varry , considering you are using templtes with enviornment 1 and 9 ( for Cost Allocation to Product )
Transaction CPT1 :-
1. Enter the name of the template and environment 001 2. Inside the template Type = Cost Center / Activity Type
3. Description = as you please
4. Object = Use the sender object .. either cost enter or combination of CC and AA whatever you need :
SenderCostCenter = 'XXXXXX' AND
SenderActivityType = 'AAAA'
or you can use the screen in bottom right to input the formula
5. Plan Quantity = Use the screen bottom for formula or use your own one ..
BomItemAlternativeQuantity( AlternativeQuantityUnit =
MaterialBaseQuantityUnit, ConditionField = BomItemComponents,
ComparisonValue = 'XXXXXX' )
6. Plan Activation = ACTIVE
7. Actual Quantity = Use your own formula using predefined SAP formulas
OrderMaterialQuantityConf( Material = 'XXXXX' )
6. Actual Activation = ACTIVE
Assignment of the Template
1. Create a OH Key using SPRO > Controlling > Prod Cost Controlling > Product Cost Planing > Basic Settings for Material Costing > Overhead > Define OH Keys
2. In Transaction OKZ2 Create OH group and assign that to the OH Key created in 1
3. Create Cost Sheet (only code and name) in SPRO > Controlling > Prod Cost Controlling > Product Cost Planing > Basic Settings for Material Costing > Overhead > Define Costing Sheets
4. In Transaction KTPF assign Controlling Area : Costing Sheet : OH Key : Template Environment : Template
5. In material master costing 1 view assign the OH group to the material (standard cost estimate reads this)
6. In the master data of the order assign the costing sheets and OH key etc so that the actual template allocation can happen.
Execution
Plan template is not required to be executed. At the time when you run CK11N or CK40N it is taken care of.
Actual Template allocation can be done with transaction CPTA - Individual Processing and CPTD - Collective Processing
I hope you would find this useful and you can further explore templates for the various formulae that you can define using th bottom right hand side in the screen of CPT1 to create magic in allocation. What I told here is very basic.
Thanks
Rafi

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Overhead Cost Allocation - with IFRS

Hi Gurus,
We have configured Leading Ledger for reporting in IFRS and a non-leading ledger for local (India) Reporting.
As this implementation is being done by our Overseas parent company - we are using template allocation for Overhead cost allocation.
However, we want to allocate expenses based on actual consumptions rather than on Process Output quantity. ie. for example - electricity charges we want to distribute based on actual no of units consumed by each department/machine/process.
Kindly advise, If there a possibility for having both methods in the system (automatic) or manul process for achieving this.
Thanks
Sree.

Hi Expert,
There is no such feature to Allocate Overhead Cost with Ledgers.
No need to Allocate Costs or Overhead Costs with respect to Leading Ledger - IFRS.
By default, the Costs or Overhead Costs are allocated to Leading Ledgers.
Regards,
GK
SAP

Template allocation for standard cost estimate

Hi Guys
Can you please explain me how template function is triggered when we run a std cost estimate? What is the link between two?
Thanks in Advance
Regards
Sejar

Hi
Costing template is generally used for Activity Based Costing,
Please check the following SAP help page for more information
http://help.sap.com/saphelp_46c/helpdata/EN/c5/b02e8d1a3911d2a57a0060087d1f3b/content.htm
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Sachin

Actual rates (KBK6) is not getting picked up for CPTA (template allocation)

Hello Experts,
I am using template allocation for the purpose of overhead calculation. I maintained rate in KP26. It is getting pulled up when I ran standard cost estimate. This is correct
Now I want to run CPTA (ie. charging overhead at month end) using actual rate. Hence I maintained actual rate in Tcode KBK6. Actual rate is little bit varying with KP26 rates. Hence I want to run CPTA with actual rate.
When I executed CPTA, I saw that system is picking up KP26 rate and not KBK6 rate. Please help me. How system will pick up KBK6 rate for CPTA.
--Meena.

Hi Meena,
The correct sequence of closing should be:
1. Template Allocation - CPTA
This will post activity allocation from CC to your production order at PLAN price.
2. Calculate Actual Activity Prices - KSII
This will calculate actual price based on costs posted to CC and activities allocated (try to avoid KBK6 in your testing but rather calculate actual price properly). It will also credit CC but will NOT debit the order.
3. Revaluate your production order - MFN1
This will debit the order with the difference between plan and actual activity price.
Please kindly read SAP Note 156563 - Settlement after activity allocation/revaluation.
It explains revaluation logic in detail.
If in your case CPTA generates activity allocation between CC and order (valued at plan price) and KSII calculates new actual activity price, MFN1 has to update the order.
Regards,
Szymon

Actual template allocation duplicate order posting

Hi,
We recently upgraded from 4.6C to 6.0. We use template allocation to allocate overhead to our process orders at month-end. We are doing our first month-end since going live on 6.0. When we ran tcode CPTD (actual template allocation) it posted the debit quantity and value to the process order twice, and the credit value to the business process only once. Therefore, the CO document is out of balance. We then run tcode CON2 to revalue the postings at actual price. Because of this error, we have a remaining un-allocated balance in our business processes for this month. We also have incorrect costsallocated to our process orders. How do we correct program CPTD, and correct these postings?
Thanks...

Hi
I am using environment 9 yes.
My formula is very simple:
On Object I have:
SenderCostCenter = '130570' AND
SenderActivityType = 'LABORA'
And then I have simply put "1" in Plan Quantity and Actual Quantity.
So what it does is it allocates the unit cost of the combination of cost center 130570 and act. type LABORA one time to each material/order no matter lot size.
Should I perhaps have put "1" into the Plan Fix and Actual Fix instead?
Thanks

CPTD - Actual Template Allocation on Process Orders - V.Urgent

Hi,
We are doing period closing for June'07.
We are using Activity Based Costing templates for Overhead allocation.
While executing T-Code CPTD (Collective processing) for Actual Template Allocation for Allocating Overheads for the month of June, the system is allocating
Overheads on all Process Orders confirmed till today i.e.it is wrongly
allocating Overheads for June, on process orders on which there has been
no production confirmed in June, but the Production was confirmed only
in July.
We expected the system to allocate Overheads only on Process Orders on
which the Production was confirmed in June,07.
Points will be awarded for providing solution.
Regards,

Hi
I am using environment 9 yes.
My formula is very simple:
On Object I have:
SenderCostCenter = '130570' AND
SenderActivityType = 'LABORA'
And then I have simply put "1" in Plan Quantity and Actual Quantity.
So what it does is it allocates the unit cost of the combination of cost center 130570 and act. type LABORA one time to each material/order no matter lot size.
Should I perhaps have put "1" into the Plan Fix and Actual Fix instead?
Thanks

Overhead structure and allocations

Hi All,
I am little bit confused with cost accounting and product costing.
Can anyone explain how cost accounting allocations, distributions and assessment effect product cost controlling, How the overhead data flow from cost center accounting to product costing.
Can anyone explain in brief the difference between direct activity allocation and indirect activity allocation with real time scenario,
Thanks
Kumari

Hi Kumari,
1. Cost allocation is nothing but adding cost to production process directly or indirectly. Direct cost includes equipment and machinery which are directly invovled it the production. We create activity based on different activities and diverted the same to production process through work center and routing.
Whereas, indirect cost which no where directly involved in the production process but support the process as Rajneesh said. Some of indirect costs are plant visiting, supportive admin and maintenance cost of the production and canteen facilties to labour at site. We will charge the indirect cost to production process in various methods based on requirement.
Some of methods to charge indirect cost are Costing sheet, which is used to apply a certain percenage of cost to produce a particular product (ex: 20% of total produced material will be consider as material overhead). We can use quantity based overhead using costing sheet, i.e. $10 for every machinery hour. We also use Template allocation method to charge overhead on production process.
2. Distribution/Assessment are used to transfer the cost between cost centers for different requirements.
a) The main difference between these two is: Distribution can transfer only primary cost elements whereas Assessment can transfer both primary and secondary cost elements.
b) Another difference is: Distribution carries the values to the receiving cost center with all cost elements available from sending cost centers. Whereas, in Assessment, all the cost from sending cost center will be accumulated and transfer the same to receiving cost center via a 42 category secondary cost element.
Its up to you which method you follow based on the requirement.
BR, Srinivas Salpala

Error in actual template allocation for Business Process

Gurus,
I am facing a strange problem in actual template allocation for business process (T-code: CPAS). When I am doing a test run, the system gives the result with a message "Processing completed with no errors", However when I have unchecked the test run and ran the allocation, system shows me the result, however no posting takes place. The message I am getting is:
"Data not updated due to errors". The details of this error message are:
No information was found
Message no. GU444
Diagnosis
The system could not find the necessary information.
I am absolutely clueless and have no idea where things have gone wrong. I have maintained the activity and cost center properly. The template I am using is also ok.
Request your help on this. Any suggestion would be highly appreciated.
Thanks in advance!
Snigdho.

Hi ,
With such kind of error " "Data not updated due to errors". " its very difficult so determine the exact cause of the issue .
Did your selection parameters in CPAS has a tick on detailed list . Please tick the detailed list icon and run KPAS again and let me know if you are getting more detailed error from SAP.
Regards
Sarada

Overhead costs

Dear friends,
I need your input to capture overhead costs involved while executing production order.
While preparing for product costing, it includes material cost and internal activity costs(means secondary cost elements).
But i wants to capture overhead costs involved for a particular production order.
For example, over head cost related to production is Shop floor cleaning. This process has been subcontarcted. We are paying for this in monthly basis.
For your information i have created secondary cost element (t.code:ka06) for overheads .
But my problem is how to link this overhead costs with a particular production order?
And how to capture paying terms(Monthly basis) of this overhead costs?
Please guide me?
Senthil

Dear suraj,
I have created secondary cost element (T.code:ka06) as Z_overhead with cost element category as 41 and attribute mix as FP and assigned to my cost center.
Then i was about to create activity in t.code KL01 as O_HEAD. Here only i got problem.
If you get into this t.code(kl01), in "Allocation cost element category" field i should able to assign the secondary cost element what i have created in t.code KA06, ( here it is z_overhead). But i can not assign the same secondary cost element with the activity.
So i can not successfully create my activity type.
Please guide how to create secondary cost element and activity type for over head.
Please explain me in detail
Waiting for your response
Thanks
Senthil

CPTD Error during actual template allocation

Hi,
When i am trying to do CPTD (Actual template allocation) i am getting the belwo error message
System status CRTD is active (ORD 1094052)
Message no. BS013
Diagnosis
Object ORD 1094052 has system status CRTD (Created). According to this status, transaction 'Actual activity allocation' is not allowed.
Procedure
You can only carry out the requested function if this is allowed according to the status of the object.
But I am running for period 3/2010 and this order is created in period 4/2010. I am not getting how this order is selected when i am running for period 3.
Please help me
Thanks & regards

@Sudhakara Reddy,
Could you help me understand how a costing run (CK40N/CK11N) is related to an order status?? Costing run is for product cost planning which is product specific.
CPTD transaction is for actual templace allocation and not for costing run. I failed to understand the link between your response and the question asked!
Newsap,
I think creation date of an order not relevant for this transaction. You may also want to check sapnote # 309588.

To compute direct or overhead cost

hi,
For allocation like distribution and assessment cycle, it is to allocate the overhead cost
May I know KB21N which is to transfer cost from 1 cost object to another using activity type, also to calculate overhead cost or is it to calculate direct cost?
thanks

novocar,
Normally it is for actual overhead allocation (or you called calculation). Actual direct cost is normally allocated by confirmation on production orders.

Kb21n overhead cost

Hi,
For allocation like distribution and assessment cycle, it is to allocate the overhead cost
May I know KB21N which is to transfer cost from 1 cost object to another using activity type, also to calculate overhead cost or is it to calculate direct labour cost?
thanks

Hi
Yes, KB21N is to charge overhead.. Ends are the same, but means are different...
Kb21N is when you forget to add an operation in the routing and hence the Labor hrs did not get charged to Prod order.... Or you confirmed more by mistake and you want to rectify that...
In such cases KB21N is used which charges Labor hrs and there by the cost to the receiver object
br, Ajay M

Template allocation - TotalOfRoutingOperations

Dear Gurues
I want to calculate in costing run ( CK11N ) the sum of an activity type "Working hours"   In a Master recipe
In the master recipe there are 11 steps.
2 steps have 1 HR in the   "Working hours" activity type
So I want to get the calculation = 2 HR
In order to do so I use the template allocation formula :
TotalOfRoutingOperations( FlexibleFunction = '$1' )
RoutingFieldValue( OutputField = RoutingOpActyDefaultValue,
                   ActivityType = '3000',
                   ConditionField = RoutingOpActivityType,
                   ComparisonValue = '3000' )
3000 is the activity type no.
The result I get is 11 ( the no. of steps in the master recipe )
Instead of 2
Any suggestion for solutions would be highly appreciated

Hi Moti ,
Welcome to SDN . ..
It will not work the way you have done . I think You need have to create a Z formula in CTU6 ( Maintain Enviornment and Hierarchies)..
Make RoutingOpActyDefaultValue   = ZRoutingOpActyDefaultValueX ( X= the step where you have HR).. hours
Then i think it will work . We have such situation in a project 3-4 years back and a senior of mine solved the issue in this way ...
I can recall this much only.. please revert back for any further clarifications..
Regards
Sarada

Template Allocation

Hi SAP Gurus,
Can anyone help me understand what is a Template Allocation is and the configuration requirements.
We have two activity types :
1. Labour hours
2. Machine hours
User wants to distribute all the relevant expenditure based on these two activity types.
Please advise.
Thanks

Hi,
Template is used for Over Head calculation, Template Calculation based on Goods Receipts from Production Quantity means out put quantity. This is another method of OH calculation in Product Costing.
Regards,
Bhaskar.

Data Source to upload plan data for CO_OM_CCA_: CC: Costs and Allocations

Hi Guru's,
We have Data source that which upload Actual data for CCA (0CO_OM_CCA_1 - Cost Centers:cost and allocations). Every time it is full upload before loading the data deletion of previous load request will be done.
One more information required that i have checked in the BW cube for plan data it is available in the info cube for one cost center and rest of the costcenter i don't have the data now the users are requesting to upload the plan data for rest of cost centers.
Now as per the business requirement the users are requesting to upload the plan data in to the same i am not sure whether it will pull the plan data with actuals in to BW cube. Is there any alternate with the same data source or else is there any specific data source for uploading Costs and Allocations plan data
Please suggest me how can i go a head with this requirement.
Thanks in Advance.
Ganni

You can use the same datasource to load plan/budget data to the cube for all the costcenters. And regarding the actuals, you can use 0CO_OM_CCA_9 datasource to load to actuals cube and create a multi on top of both plan and actuals cube for reporting purposes.

Overhead cost template allocation

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