Use of Easy Cost Planning

Use

You use Easy Cost Planning to calculate the costs for planning objects (such as internal orders, WBS elements, internal service requests, or appropriation requests) or generally to determine costs for a specific purpose using an ad hoc cost estimate.

Integration

You can plan costs in one of the following application components:

·        Internal Orders (CO-OM-OPA)

·        Project System (PS)

·        Internal Service Request

·        Investment Management (IM)

·        Product Cost Planning (CO-PC-PCP)

Prerequisites

If you want to use a planning form for the cost estimate, you must have already defined the planning form in the system. For more information, see Editing Costing Models and Assigning Attributes.

Before you can plan costs, a costing variant must have been defined in Customizing for the object to be planned. To be able to see groups of costs, you must have defined cost component groups in Customizing for the application component concerned under Define Cost Component Structure.

Features

The following screen areas are available when you use Easy Cost Planning:

Depending on the settings for the role to which you have been assigned, you may not be able to use all of the functions described below.

You can configure the screen layout for your requirements as follows:

·        Vary the size of the screen areas

·        Display or hide the costing structure, worklists, and item view

Costing Structure Area

The top node is the object being planned or the ad hoc cost estimate. You cannot cost structure nodes, meaning you cannot assign them a planning form. For project structures, these are WBS elements which are not planning elements.

Functions in the Costing Structure

Pushbutton

Quick Info

Explanation

Subdivide cost estimate

Structures the object being planned or the ad hoc cost estimate. The costs are calculated separately for each costing node.

Delete cost estimate

Deletes the selected costing node. Technically, a cost estimate is deleted.

Close

Closes the cost estimate or cancels the closing. You close a cost estimate to protect it against further changes. The close is recorded in the history. You can check this in the header data. You can cancel or set the close there.

Display document flow

The document flow shows for each costing item whether documents have been posted through an Execution Service for this costing item and object to be planned.

Worklist Area

If you regularly create cost estimates using Easy Cost Planning, you can load the planning forms that you use frequently into your worklist. You can create worklists, subdivide them, and rename them.

Selection of Functions in the Worklist

Pushbutton

Quick Info

Explanation

 Directly next to the node

No quick info available

Loads planning forms into the worklist

Add to directory…

Loads planning forms into the worklist

Insert worklist…

Subdivides the worklist

Save worklist as…

Makes the worklists available for a role or for all users, or restricts it to one user

Load worklist…

Calls up any worklists that are in the system but have not yet been displayed

Delete worklist…

Deletes the worklist

Remove node…

Removes subdirectories or planning forms from a worklist

 In the Worklists screen area

Save worklist…

Saves the worklist

Item View Area

You can edit costing items in this area. For more information, see Creating Costing Items. The following differences against unit costing apply:

·        It is not possible to make entries in the detail screen.

·        You cannot use item categories O or S.

The item category for planning forms is J. For more information about item categories, see Master Data for Unit Costing.

The item number does not necessarily reflect the position of the row in the item view. If you want to have the rows listed in order of item numbers, define a layout that sorts the rows on the item number.

For WBS elements and internal orders you can define a time frame for a costing item by entering a latest end date. The costs are distributed uniformly across the periods in the time frame you defined.

Further Item View Functions

Pushbutton or Menu Path

Quick Info

Explanation

Log

Displays the log of the current costing node

Revaluate all items

Revaluate the costing items with the current prices.

Revaluate selected items

Overwrites the price, cost element, or description of an item with the current planned and master data

Transfer

Transfer

Cost entries or changes

Goto ® Triggered itemization on/off

If you have costed several costing nodes in one structure, all of the costing items for all costing nodes in this structure are displayed in the itemization triggered. The top node in the costing structure must be selected for this. The display can be seen in the item view.

By choosing  you can multiply the quantities of individual costing items by a factor. The change is accepted immediately and the costing repeated.

For more information on working with this type of list display, see SAP List Viewer.

Functions in the Upper Application Toolbar

Pushbutton

Quick Info

Explanation

Show Execution Services

After cost planning you can trigger Execution Services for some objects.

Display cost estimate header

Switch currency

Assign account assignment object

Only displayed for ad hoc cost estimates

Display legend…

Explains all of the symbol legends in the costing structure

Log for overall cost estimate

The error messages for all costing nodes are displayed together.

Activities

·        Create either the object you want to plan or an ad hoc cost estimate, or call up an existing one in change mode. Choose cost planning. For more information, see the documentation for the objects being planned:

Ў        Internal orders: Easy Cost Planning for Internal Orders

Ў        WBS elements: Using Easy Cost Planning

Ў        Appropriation requests: Editing Cost Estimates for Appropriation Requests

Ў        Ad hoc cost estimates: Executing Ad Hoc Cost Estimates

·        You have the following options for calculating the planned costs:

With Planning Forms

Ў        Choose the node to be costed in the costing structure. Choose Choose Planning Form in the right screen area. Choose a planning form (costing model). If you have loaded the planning form into the worklist, you can also select it there. The system displays the entry screen.

To select a different planning form, you can:

§         From the worklist choose a new planning form by clicking on the corresponding node, and confirm the prompt with Yes.

§         Choose  and confirm the prompt with Yes, choose Choose Planning Form in the right-hand screen area, and select a new planning form.

Ў        Enter the required planning data and choose Confirm.

If you have a multilevel costing structure and in a higher-level cost estimate assign a value to a characteristic that is used in lower-level planning forms, that value is defaulted as the value of the same characteristic in the lower-level cost estimate. If you want the value in the lower-level cost estimate to be different, you can overwrite this value. This does not change the value of the characteristic in the higher-level cost estimate. Changing the value in the higher-level cost estimate does not change the value in the lower-level cost estimate if the lower-level cost estimate has already been created.

Ў        You can change the costing items in the item view.

Without Planning Forms

Your role must allow you to display the item view.

Ў        Click on the node to be costed in the costing structure. Enter the costing items directly in the item view.

Result

The results are displayed directly in the costing structure for every costing node. The costs are displayed broken down into costing items. In essence, this display corresponds both in use and structure to valuated BOMs in unit costing. The symbols next to the costing items specify the item category. By choosing  for the legends you can see which item category you are dealing with.

The costing items are displayed in a nonhierarchical list in the item view. This essentially corresponds to the display of the itemization. This means the respective costing items for the selected costing node are displayed. The standard SAP system provides a variety of itemization layouts. You can adapt these to meet your individual requirements by creating your own layouts. Using various factors, you can calculate and delete subtotals.

When currencies are translated, the system uses the exchange rate applicable on the valuation date of the cost estimate (and not the costing item, if they are different).

The values on the upper-level costing nodes are only the same as the sum of the values of the lower-level items if all costs are relevant to roll-up. This is specified in the cost component structure in Customizing. In addition, cost elements must be assigned to all items.

If you exit Easy Cost Planning using  with quick info Back, your cost estimate is saved temporarily. The cost estimate is only saved to the database when you save the object being planned. Exception: Ad hoc cost estimates. In this case the system asks whether you want to save the data directly upon leaving Easy Cost Planning. If you choose No, the data is lost.

You cannot save or leave the cost estimate if it contains errors. For this reason, you can only exit a cost estimate that contains errors by canceling with  with quick info Cancel.

For internal orders, WBS elements, and ad hoc cost estimates, you can now trigger Execution Services.

See also:

Easy Cost Planning and Execution Services