Lecture 1 - Maintain Controlling Area

Lecture 1 - Maintain Controlling Area

In this lecture, we will create a Controlling Area.

A Controlling Area represents a closed system used for cost accounting purposes. A Controlling Area may contain one or more company codes, which can operate in different currencies if required. The company codes within a Controlling Area must all use the same operational chart of accounts.

Maintain Controlling Area

Use

·         Controlling area 1000 is configured as cross-company code.

·         Company code 1000 is assigned. The name can vary.

·         The currency is ZAR, the currency type is 10 (Company code currency).

·         The extended chart of accounts is BPZA.

·         The fiscal year is the calendar year (fiscal year variant K4); a non-calendar fiscal year can also be used.

The variance indicators (price differences can be determined for specific transactions) and company code validation (postings to cost centers or orders only possible within the same company code) are set for the controlling area.

The following Controlling components are active:

1. Cost Centers
2. Order Management
3. Commitments Management
4. Projects
5. Sales Orders with Commitments Management
6. Cost Objects.

Maintain Controlling Area - Basic Settings (Detail)

Procedure

1.     Access the activity using one of the following navigation options:

IMG Menu	Controlling ® General Controlling ® Organization ® Maintain Controlling Area ® Maintain Controlling Area (Choose Activity Screen)
Transaction Code	OKKP

2.     On the Change View “Basic Data”: Overview screen, double-click controlling area 1000.

3.     On the Change View ”Basic Data”: Details screen, check and make the following entries:

Field name	Description	User action and values	Comment
Controlling Area		1000
Name		Controlling Area 1000
CoCd->CO Area	Allocation Indicator	Cross-company code cost accounting
Currency type		10	Company code currency
Currency		ZAR
Diff. CCode Currency	Indicator: Different Company Code Currency is Allowed	Set	Allowed
Chart of Accts	Chart of Accounts	BPZA
Fiscal Year Variant	Used to define the fiscal year	K4
CCtr Std. Hierarchy	Standard Hierarchy for Cost Centers	0001	Do not maintain the standard hierarchy, confirm warnings. The standard hierarchy is maintained later.

4.     Save your entries.

Maintain Controlling Area - Activate Components/Control Indicator

Procedure

1.     Access the activity using one of the following navigation options:

IMG Menu	Controlling ® General Controlling ® Organization ® Maintain Controlling Area ® Maintain Controlling Area (Choose Activity Screen)
Transaction Code	OKKP

2.     On the Change View “Basic Data”: Overview screen, select controlling area 1000. Do not double-click.

3.     On the Change View “Basic Data”: Overview screen, in the Controlling Area pane, double-click Activate Components/Control Indicators.

If several fiscal year intervals exist, double-click the latest year in this list.

4.     On the Change View ”Activate Components/Control Indicators”: Details screen, make the following entries:

Field name	Description	User action and values	Comment
Cost centers		Component active
Order management		Component active
Commit. management		Components active
Profit Analysis		Component Not Active
Acty-Based Costing		Component Not Active
Profit center Acctg.		No selection	Not active
Projects		Set
Sales Orders		Set	SD Order Processing is Active
Cost Objects		Set
Real Estate Mgmt.		No selection	Not active
W. Commit. Mgt		Set	Ind. Commitment Management with Sales Orders is Active
All Currencies		Set
Variances		Set
CoCd Validation		Set	Applies only if several company codes are assigned to the controlling area

5.     Save your entries.

Result

You have created and maintained the controlling area 1000.

Maintain Controlling Area - Assign Company Code

Use

All company codes used are to be assigned to the controlling area.

If the company code 1000 is already assigned to controlling area 1000, the following step can be omitted. These entries are then assigned in building block 101.

Procedure

1.     Access the activity using one of the following navigation options:

IMG Menu	Controlling ® General Controlling ® Organization ® Maintain Controlling Area ® Maintain Controlling Area
Transaction Code	OKKP

2.     On the Change View “Basic Data”: Overview screen, select controlling area 1000. Do not double-click.

3.     On the Change View “Basic Data”: Overview screen, in the Controlling Area pane, double-click Assignment of company code(s).

4.     On the Change View “Assignment of Company Code(s)”: Overview screen, from the application toolbar choose New Entries.

5.     On the New Entries: Overview of Added Entries screen, make the following entries:

Field name	Description	User action and values	Comment
CoCd	Company Code	1000	Enter your company code
CoCd	Company Code	1100	Enter your company code

6.     Save your entries.