Using Transfer Control

Transfer control can be customized and used in the following structure:

• Material cost estimate with quantity structure:

  New product with 90% existing assemblies and raw materials

• Material cost estimate without quantity structure:

  Valuation of material item

• Costing run:

  • Selection

• Cross-company costing:

  • Cross-plant

  • Cross-company-code

• Reference variant

You can avoid costing the entire product structure again by automatically transferring the existing data, such as released cost estimates for assemblies and raw materials, when you estimate the cost of a new product.

In customizing, you can define a specific cost estimate for transfer control. The key for transfer control is assigned to the costing variant. Use of the same cost component structure is mandatory.

In material costing without a quantity structure, the transfer strategies in the costing variant specify the following sequence for material items:

1. The system searches for a material cost estimate in accordance with transfer control.

2. It then proceeds according to the material valuation strategy. It applies to the following:

   • Manual entry of a material item.

   • When entries are made using cut, copy, and paste. This does not apply to multilevel unit costing when you are transferring cost estimates using drag and drop. In such cases, you can only transfer the cost estimate as the original or as a copy.

You want to ensure that all the materials in your plant have a standard cost estimate. You need to define a transfer control ID that finds a current standard cost estimate. After selection (and structure explosion), all the materials that do not have a current standard cost estimate are displayed.

In the General Data section of the costing run, the costing variant proposes the transfer control ID. When you select materials, the system also checks whether a material cost estimate already exists for the material in accordance with transfer control. If it does, the material is not included in the selection. In the example mentioned in the figure, Forklift P-100 is not selected for this reason.

If you choose Always recalculate, the step for checking transfer control does not apply.

You may find differences between the production plant and the sales plant. The cost estimate in the sales plant should match the material cost estimate in the production plant.

In the example, Shaft 100-300 is produced in plant Y. Different costing variants are used in the plants.

If a cost estimate is found in another plant, that is, in accordance with transfer control, its cost component split is transferred directly. As a requirement for cross-plant costing, you must use the same cost component structure.

When you cost across company codes, an important factor is whether cross-company costing has been allowed in customizing. Of course the company codes involved need to belong to the same controlling area and they need to use the same cost component structures.

You want to create a modified standard cost estimate based on the quantity structure of the standard cost estimate.

The actual prices of the previous month are reflected in the product range.

A reference variant allows you to create new material cost estimates or costing runs from the existing material cost estimates with itemizations.

A reference variant provides support to perform the following tasks:

• Avoid having to both determine the quantity structure and perform the explosion steps repeatedly.

• Carry out alternative or new valuations based on exactly the same quantity structure.

For processing cost estimates, you can choose between the following reference variants:

• The material cost estimates that should be searched for transfer control.

• The costing items that should be revaluated.

You can assign the reference variant to the costing variant in customizing. A material cost estimate generated by a reference variant is always indicated as a material cost estimate with a quantity structure.