Template allocation of overhead

Dear Co Experts,
can any one let me know the process of overhead allocation by using template.
regards,
radha

Hi Radha
You can Use T'code CPT1 for creating templates in overhead allocation.
Use KS02 to use the defined template.
Regards,
Raj

Similar Messages

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

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

Actual Template Allocation - Process Order Handling

Hi all
Could somebody give me some input to an issue I am facing.
I am working on a best practice baseline for Chemicals and have setup a Template to allocate overheads to materials. The allocation is fixed no matter the lot size of the process order.
At month end when running the closing process I use the transaction CPTD to allocate the actual template overhead to each process order.
However this transaction picks up and re-allocates overhead to process orders already confirmed, delivered and settled.
This is of course not what I expected as these orders have been fully completed, so I am thinking that I am missing step in closing down the process orders correctly.
Is there a status on the process order that will cause that order to be excluded from the CPTD, or am I missing some configuration?
Thank you in advance
/Thorben Hald
2C change A/S
Denmark

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

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

Error during template allocation (CPTK) WBS element not found

Hello Gurus,
I tried to do template allocation
system is showing error WBS element xxxxxxxx does not exist
object type is - PR
object is - WBS
system is searching for field PSPNR of table PRPS as per the object type PR which is maintained in table TBO00 but during template allocation program it seems system is referring for POSID of table PRPS. hence the error.
Is there any note to apply? or any config I have missed ?
please guide
Thanks and regards
V.S.Natarajan

Hello Saurabh,
Thanks for your quick response
I checked both the notes created program as per note 149695 and there is no hierarchy error and applied the note 1853307 but still the same error exist
any other suggestion please
Thanks and regarsd
V.S.Natarajan

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.

Summarization level in template allocation

Hi SAP Gurus,
I have a PA with 20 custom characteristics, ALL RELEVANT and about 150 value fields.
When I try to run CPPE or CPAE template allocation, I receive a warning message about summarization level.
I read the help online but I have not understood what can I do with summarization level; is it an access performance improvement?
Can I use it even if ALL MY CHARACTERISTICS ARE RELEVANT (I can't have some of them blank due to reporting)?
Thanks a lot

Hi SAP Gurus,
I have a PA with 20 custom characteristics, ALL RELEVANT and about 150 value fields.
When I try to run CPPE or CPAE template allocation, I receive a warning message about summarization level.
I read the help online but I have not understood what can I do with summarization level; is it an access performance improvement?
Can I use it even if ALL MY CHARACTERISTICS ARE RELEVANT (I can't have some of them blank due to reporting)?
Thanks a lot

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.

Template allocation based on activity consumed by receiver object.

Dear all,
We want to allocate overhead from CTR/ActType to production orders, network activities and sales orders based on the amount of some other activity that has been booked on these receivers.
When trying to create a template I cannot find the function to do this. Although this seems like a pretty standard allocation base for overhead.
Can anyone one throw some light on this?
Thanks in advance,
Spimic

Hi
Ideally you should use Indirect Act allocation if you want to allocate from Cost Center / Act Type to Other receivers based on the Activity Qty in those receivers
If its a one off case - you can use KB21N....
You can use T code KCAU to change the nature of CO objects as Senders / Receivers
br, Ajay M

Allocation of overhead cost to finished goods through vendors and raw mat.

We are trying to allocate a cost base in our purchasing department of around 200 mio dkk to our finished products. These products we manufacture ourselves. The cost represents salaries and external services
The outcome of an ABC study has been to allocate these costs, first on vendor level based on the total spent on each vendor and subsequently to the raw materials from each vendor based on value. The cost of purchasing should then be included in cost estimate of the raw material and hence in the cost of the finished goods through the bill of materials.
Our challenge now is to implement this algorithm into our product costing system in SAP.
The easy solution from the point of view of the SAP department is to have cost controllers doing the math of calculating the cost per material number in Excel and then allocate this rate through a costing sheet or a template.
But this solution on the other hand leaves the users with an extra manual task which again leaves room for error and it reduces transparency.
So has anyone tried implementing such a calculation scheme in product costing?

Hi
As far as I know, SAP does not support this... What you can do is
1. Calculate this price outside the system and include this overhead in the Plan Price of raw material (Costing 2 View).. So, this gets included in raw mat price itself
or
2. if you want to see it as an overhead, you need to arrive at an overhead% which you may calculate as Amount of these Expenses / Total raw material cost and apply this % across
Study the historic data of past 3-4 years to see if the % remains more or less stable
br, Ajay M

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
Regards
Sachin

Template allocation of overhead

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