08IntroERPUsingGBICaseStudyCOCCALetterenv211文档格式.docx

1、MOTIVATIONThe data entry requirements in the controlling exercises （CO 1 thorough CO 4） were minimized because much of the data was stored in the SAP system. This stored data, known as master data, simplifies the processing of business transactions.In this case study, costs of GBIs cafeteria are ass

2、essed and allocated to organizational units that use its services. In order to allocate costs, cost centers will be created and output costs will be planned.PREREQUISITESBefore you use this case study, you should be familiar with navigation in the SAP system.In order to successfully work through thi

3、s case study, it is not necessary to have finished the CO exercises （CO 1 through CO 4）. However, it is recommended. NOTESThis case study uses the Global Bike Inc. （G.B.I.） data set, which has exclusively been created for SAP UA global curricula.Process OverviewLearning Objective Understand and perf

4、orm a cost center accounting process. Time 105 minScenario In order to perform the cost center accounting you will take on different roles within the GBI company, e.g. cost accountant or chief accountant. You will be working in the Controlling （CO） department. Employees involved Jermain Kumins （Prod

5、uction Data Administrator） Jamie Shamblin （Cost Accountant） Shuyuan Chen （Chief Accountant）To assess and allocate costs associated with the cafeteria cost centers, cost elements and activity types are created first. You will then plan the activity outputs, the primary cost inputs and the internal ac

6、tivity inputs. After reviewing your planning you create and execute an assessment cycle and display its results. Finally, you will calculate the prices of the activity types.Process descriptionCreate Cost CenterTask Create three cost centers. Time 10 minShort Description Create cost center for cante

7、en, maintenance and assembly.Name （Position） Jamie Shamblin （Cost Accountant）A cost center represents an organizational unit within a controlling area and specifies a uniquely definable instance where costs are incurred. This definition can be based on functions, settlement specific, geography, or c

8、ost responsibility.To create a new cost center, follow the menu path: Accounting Controlling Cost Center Accounting Master Data Cost Center Individual Processing CreateMenu pathNote: If the system prompts you to enter the relevant controlling area, enter NA00. Press ENTER to confirm. NA00On the foll

9、owing screen enter CC-CA# （replace # with your number, e.g. 012） as cost center number. The cost center should be valid from 01/01 of the current fiscal year. Now, press ENTER or click to confirm.CC-CA#01/01 of current yearEnter Canteen # as the cost center name and enter your name for the person re

10、sponsible. Select cost center category Service cost center H and assign the cost center to hierarchy area Internal services N1200. In addition, choose business area Bikes via the F4-Help and currency USD.Compare your entries with the screen shown below.Canteen #Your nameHN1200*, USDClick to save you

11、r cost center.Repeat the above process to create cost center for maintenance. Use the following data: Cost Center: CC-MA# Valid from: 01/01 of the current fiscal year Name: Maintenance # Person responsible: Your name Cost center type: H Hierarchy area: N4300 Business area: BI00 Currency: USDCC-MA#Ma

12、intenance #N4300BI00USDRepeat the above process to create cost center for assembly. Use the following data. CC-AS# Assembly # F N4200CC-AS#Assembly #FN4200Click on the exit icon to return to the SAP Easy Access Menu.Create Statistical Key FigureTask Create a new statistical key figure. Time 5 minSho

13、rt Description Create a new statistical key figure.Because the canteen costs are assessed for three cost centers （including itself）, the number of employees in the cost centers is the allocation base for cost assessment. You have to create a statistical key figure for this purpose.To create a new st

14、atistical key figure, follow the menu path: Accounting Controlling Cost Center Accounting Master Data Statistical Key Figures Individual Processing CreateEnter EMP# （replace # with your number） as the key figure number and click .EMP#On the following screen, enter Number of employees as name and cho

15、ose Number of Persons （PRS） as the unit. Make sure the category Fxd val. is selected. Then, click Number of employeesPRS, Fxd val.Create Secondary Cost ElementsTask Create secondary cost elements. Time 5 minShort Description Create secondary cost elements to assess the cost of the canteen, assembly

16、and maintenance.Internal cost flows and activity flows are always allocated in SAP ERP using secondary cost elements. A cost element classifies the purpose-related, valuated consumption of factors of production within a controlling area. In contrast to primary cost elements, secondary cost elements

17、do not have any corresponding, cost-relevant G/L account.To create a new secondary cost element follow the menu path: Accounting Controlling Cost Center Accounting Master Data Cost Element Individual Processing Create SecondaryEnter PLA# as the cost element number. The cost element should be valid f

18、rom 01/01 of the current fiscal year. Now, click PLA#Type in the name Plan Asm. CC-CA# and assign it to cost element category Assessment （42）. Compare your screen to the one shown below. Now, click save.Plan Asm CC-CA#42Repeat the process above for the maintenance allocation cost element with the fo

19、llowing data:Cost Element: MAI#Valid from: 01/01 of the current fiscal yearName: Allocation CC-MA#Cost. Elem. Cat.: 43MAI#Allocation CC-MA#43Now, click Repeat the process for the maintenance allocation cost element with the following data: ASM# Allocation CC-AS#Allocation CC-AS#Create Activity Types

20、Task Create activity types. Time 10 minShort Description Create activity types to allocate cost for activities within maintenance and assembly.Activity types are organizational units within the controlling area that classify the activities performed by a cost center. As units of measure, they are us

21、ed to allocate internal activities.To create a new activity type, follow the menu path: Accounting Controlling Cost Center Accounting Master Data Activity Type Individual Processing Create Enter M# （replace # with your assigned number） as the activity type number. It should be valid from 01/01 of th

22、e current fiscal year. Click M#On the following screen, type in Maint. Hours # as the name. The activity unit is Hour （H）, the activity type should be valid for all cost center categories （*）. Use the F4-Help to choose the activity type category Manual entry, manual allocation and assign it to the a

23、llocation cost element you just created （MAI#）. Your screen should look similar to the one depicted below. Now, Click Maint. Hours 000H, all cost center categories Manual entry, manual allocationRepeat the process above to create the activity for the assembly cost center.Insert the following data an

24、d use the F4-Help if necessary:Activity type: A# 01/01 of current fiscal year Assembly hours #Activity unit: HourCost center cat.: All Cost Center CateActivity type cat.: manual entry, manual allocationAlloc. Cost element:A#Assembly hours #HourAll Cost Center Catelmanual entry, manual allocationASM#

25、 to save your activity type.Create Cost Center GroupTask Create the cost center group. Time 10 minShort Description Create a cost center group to assess the canteen cost. Receivers of the canteen cost are the canteen, the maintenance and the assembly cost center you created previously.Cost centers c

26、an be grouped together to form cost center groups by various perspectives to model the companys structure as cost centers in the SAP System. You can use these groups to form cost center hierarchies that summarize the areas for decision-making, responsibility, and control according to the companys sp

27、ecific needs.To create a new cost center group, follow the menu path: Accounting Controlling Cost Center Accounting Master Data Cost Center Group CreateThe group shall be named GROUP# （replace # with your assigned number）. Click to continue.GROUP#Name the displayed hierarchy Canteen cost receivers and click （not to be confused with ）.Canteen