悦爸爸的CO后台定制Perance Assistant---CE.doc

CO后台定制Performance Assistant-CE1、自动创建成本要素In this IMG activity you determine which cost elements are created automatically by the SAP system.To do so, you must maintain the cost elements individually or as an interval with the corresponding cost element category in the default setting. The cost elements are created by a batch input session using this default setting.These defaults are used for automatic generation of primary and secondary cost elements.Requirements You carried out the IMG activity Maintain Controlling Area in the Implementation Guide under General Controlling - Organization. For primary cost elements, you created G/L accounts in FI.Activities1. Enter a chart of accounts.2. Enter all cost elements to be created.a) Primary cost elements can be entered individually or as an interval.NoteAn exception here are the cost elements of category 90. You can enter these individually only.b) Secondary cost elements are entered with the lowest value of the interval only.3. Assign cost element categories to the cost elements.4. Save your default values.5. Information on DefaultsNotes for TransportIf, in your client, you have not selected the automatic recording of changes for client-specific objects (in Customizing under Basis Components - System Administration - Change and Transport System - Configure Clients),you can transport your settings to the target system in a user-defined activity.To do this, in Customizing, choose Controlling - General Controlling - Production Start-Up Preparation - Transport System Settings and then process the relevant activity.2、建立批输入会话In this IMG activity you generate a batch input session for each controlling area in order to create cost elements.The system determines the chart of accounts to be processed (including the cost elements to be created) according to the company code and chart of accounts to which the controlling area is assigned.RequirementsYou have completed the following IMG activities: Make Default Settings Maintain Controlling AreaNoteYou must enter a validity period. Note that the cost elements must exist in all periods in which you want to post plan and actual values.Activities1. Enter the controlling area.2. Specify for which validity period the cost elements are to be created.3. Enter a name for the batch input session.(Make a note of this name because you have to enter it when processing the session).4. The system generates a log from which you can check whether the cost elements have been entered in the batch input session for all cost accounts.3、执行批输入会话In this IMG activity you execute a batch input session and thereby generate cost elements.NoteYou can choose between three processing modes for the session: Run visiblyYou can correct faulty transactions online and work step-by-step through transactions not yet executed. Display errors onlyYou can correct faulty transactions online. Transactions not yet executed, but without errors, run in the background. Run in backgroundThe session is processed immediately in the background. Your screen is available again for data entry after the session is transferred to the background processing.You can start any session from the overview of sessions to be processed.The session remains in the overview even if it was processed successfully. The status then changes to Processed.If a session transaction includes an error (such as if the cost element already exists), the transaction terminates. All other transactions are closed. The session remains in the overview and the status changes to Faulty. You can correct a session online and proceed with processing.Requirements In the General Controlling section of the IMG under Organization, you have completed the IMG activity Maintain Controlling Area. You have created G/L accounts in FI for all primary cost elements. You have completed the IMG activity Create Batch Input Session.RecommendationSAP recommends letting the session run in the background.Activities1. Create a session overview.In the request screen, enter as selection criteria the session name you determined in the IMG activity Create Batch Input Session.2. In the session overview, choose the session to be run.3. Run your batch input session.4. Check the cost elements created with the master data index in the information system.Further notesThe following functions are available for a batch input session: Lock/unlock Release Delete Analysis Log Expanded log Expert mode Statistics Queue4、定义: primary cost elementA cost element whose costs originate outside of CO and accrual costs that are used only for controlling purposes.5、定义: secondary cost elementA cost element that is used to allocate costs for internal activities.Secondary cost elements do not correspond to any G/L account in Financial Accounting. They are used only in Controlling and consequently cannot be defined in FI as an account.6、创建成本要素In this IMG activity you create primary and secondary cost elements online.Requirements You have completed the IMG activity Maintain Controlling Area under General Controlling - Organization. You have created G/L accounts in Financial Accounting (FI) for the primary cost elements.Activities1. Define the primary cost elements. Define the secondary cost elements. You can specify indicators such as:o Cost element categoryo Record quantityo Quantity unito Default account assignments to cost centers or ordersNote on transportTo transport cost elements, a separate function is available in the IMG General Controlling.Further notesFor more information on creating cost elements, see the SAP Library under Financials - CO Controlling - Cost Center Accounting - Master Data in Cost Center Accounting - Cost Elements - Processing Cost Elements.7、创建成本要素组In this IMG activity, you create new or maintain existing cost element groups.You can combine similar cost elements into cost element groups. Similar cost element groups can be combined to form other cost element groups so as to build a cost element hierarchy.You can use cost element groups: In the information systemThe row structure of your report is determined by the cost element structure. You can create totals for each node in the report. When processing of several cost elements in one transaction, such aso Cost center planningIf, for example, you wish to display and plan personnel costs in one work transaction, select the group Personnel costs.o Distributiono Assessment Report totalling takes place via cost element group nodes. To achieve a clear illustration, each node on a level must have the same number of subordinate levels.Requirements In the IMG Financial Accounting (under General Ledger Accounting - G/L Accounts - Master Data) you have maintained a chart of accounts. In the General Controlling section of the IMG under Organization you have completed the activity Maintain Controlling Area.Standard settingsStandard cost element group OAS-INT is created for chart of accounts INT (international chart of accounts) in controlling area 0001.Activities1. Check whether the standard cost element groups meet your requirements.2. Enter the group to be created or changed and choose Enter.3. In the structure screen, select the node from which the group is to be extended and choose Same level or Lower level.Data fields appear at the selected location in the tree structure.4. Enter a name and a text f