Performing Configuration Settings for Cost Planning

For Easy Cost Planning, you can define the controlling version for planning calculated values. In the standard system, you can find the update of the calculated values from Easy Cost Planning in controlling version 000.

You can also define if Easy Cost Planning is used to plan revenue.

You can define the controlling versions you want available in Easy Cost Planning for each controlling area. You must also specify the leading controlling version again in the alternative version table.

Optionally, you can specify a costing variant for each controlling version. If you perform this action, the system automatically uses this costing variant in the controlling version when you perform cost planning in Easy Cost Planning. If you do not specify a costing variant, you must specify it once per project/version when you perform cost planning in Easy Cost Planning.

The planner profile and the planning layouts are only relevant if you want to execute detailed planning using the cost element/activity inputs transaction (transaction code CJR2).

The transaction code for editing the planning profile is OPSB.

The Planning Profile figure shows a screenshot of the planning profile. The most important fields include the following:

Bottom-Up Planning:

Overall planning values are extrapolated on savings.

Planning Elements:

Cost planning can only be carried out if the Planning elements check-box is selected in the WBS element.

Past, Future, and Start:

During planning of annual values in overall planning, these options define the start and number of years in the past and future.

Total Values:

This check-box defines that overall planning is carried out without any reference to the fiscal period.

Annual Values:

This check-box defines that overall planning is carried out with reference to the fiscal period.

Primary Cost or Revenue Cost Element Group:

These settings define the cost elements (cost element groups) that may be planned during primary cost planning or revenue planning.

Sender Cost Center Group and Sender Activity Type Group:

These settings define possible cost centers and activity types for planning activity inputs.

Costing Variants:

This setting is the default for unit costing and Easy Cost Planning.

Decimal Places:

This setting defines how many decimal places are to be planned.

Scaling Factor:

This setting is the factor with which the planned figures are multiplied, for example, to plan in thousands.

Exchange Rate Type and Value Date:

This setting allows you to determine which exchange rate is to be used for translating the overall values.

Remainder Translation:

These settings allow you to determine the logic used to translate the overall values.

Controlling Area Currency, Object Currency, Transaction Currency, and Object Currency as Default:

These settings control which currencies can be used for planning costs.

The transaction code for editing costing and valuation variants is OKKT.

The costing variant is mainly used for unit costing and Easy Cost Planning. It is, however, also used for costing networks. The Costing Type field defines for which object costing is performed. The system determines the costing variant automatically. The second most important field in the costing variant is the valuation variant.

The valuation variant describes the determination of prices and rates. The Costing and Valuation Variants figure demonstrates the determination of prices and rates by using an example determination of a price for material. The system first tries to determine Planned Price 1 from the material master. If this attempt does not work, the system tries to determine the moving average price from the material master. If this attempt also does not work, the system displays an error message during cost determination.

Networks are orders of order category 20.

The costing variant controls planned cost calculation and the collection of actual costs. You must assign one costing variant for planned costs and one costing variant for actual costs.

The valuation variant is a component of the costing variant. The valuation variant defines the valuation procedure for materials, internal activities, external activities, and business processes. It can also assign an overhead costing sheet to the network or activity.

The planned cost calculation determines when planned costs are calculated. You can also calculate costs each time the network is saved or by executing either synchronous or asynchronous costing functions.

Default values for the network type and plant are transferred to the network as the network is created. You can change costing variants and the planned cost calculation mode from the network header.

The costing variant contains the basic control information required to perform costing.

The valuation variant contains all information that controls the valuation of the following:

This information can also control how overhead is applied.

The valuation strategy for the valuation variant can be determined by plant.

The By period indicator enables you to select the rate to value internally processed activities period by period, based on the period in which the activity quantity is scheduled.

The costing type contains detailed information to control costing.

The valuation variant determines the prices used by the system to value component materials, activity types, processes, subcontracting, and external activities.

The valuation variant searches the various price sources listed for each strategy. Price sources are searched in the sequence in which they were entered in the strategy. The price that is located first is selected for the cost estimate.

For materials, the valuation variant selects a price from either the material master record or purchasing data.

For activity types and processes, the valuation variant selects the price from either Cost Center Accounting or Activity-Based Costing. You enter the planned/actual version in the valuation variant that is to be used in the costing.

The value for an externally processed activity can be either the price from the purchasing information record, or the price from the activity.