Posting Documents to WBS Elements

After all planning and budgeting activities have been finished, the project has now been released and project work started. James, project planner at Hybrid Machinery, discusses with Linda, who works as a project controller, how the account assignment of documents works during the realization phase, and how actual costs are posted to the project structure.

Many business transactions that establish a connection to WBS elements or activities through document assignment. After assigning the appropriate documents, the costs concerned are posted to a WBS element, network, activity, or activity element.

During the project planning phase, you can plan costs for material, activity allocation, services, and overheads with Easy Cost Planning. During the execution phase, actual costs, commitments, and revenues arising from purchase requisitions, purchase orders, goods receipts, activity allocations, or invoices for WBS elements are posted with respect to primary cost planning, activity input planning, or revenue planning data for the WBS.

The previous figure shows the app for entering activity inputs. Although the transaction is in the Project System menu, it actually belongs to Controlling.

With this app you can view, create, and reverse direct activity allocations.

This app supports the possibility to split controlling documents containing a large number of line items into several separate documents during posting to avoid the limit of input lines.

This app allows you to:

• Filter for direct activity allocations by various criteria, such as reference document, status, or posting type.
• View the details of a direct activity allocation, including the relevant journal entries.
• Copy the attributes of one allocation to create a new allocation.

Use repostings to correct posting errors for incorrect receivers. Through a reference document number, the system creates a reference between the document from the source activity allocation and adjustment document. The source document remains unchanged.

Using the Entry Variant indicator, you can define the possible receivers. You can also choose between individual and list entries. The following figure shows the list entry option. The advantage of this option is that you can enter many posting lines on one screen. In comparison, individual entries provide you with a clearer overview.

Use repostings to correct posting errors for incorrect receivers. Through a reference document number, the system creates a reference between the document from the source activity allocation and adjustment document. The source document remains unchanged.