Back to Menu No.02-04-10

Assessment - Create Cycle (KSU1)

Menu: Accounting > Controlling > Cost Center Accounting > Period-End Closing > Single Functions > Allocations > Assessment

Process Overview: Create the Cycle for Actual Assessment.

Remarks: Since Tr_Cd:KSU1 is not available in the menu, enter from Tr_Cd:KSU5.

Screen 1: Move to the entry screen for Cycle master of Actual Assessment.

Operation Process:

Menu: Extras > Cycle > Create

Screen 2: Enter Cycle master code & valid-from date.

Operation Process:

1.	{{Cycle}}	Enter the Cycle code.
2.	{{Start Date}}	Enter the use Start Date of the cycle.
3.		Click [Execute].

Screen 3: Enter the description of Cycle master & valid-to date.

Operation Process:

1.	{{To}}	Enter the use end date of the cycle.
2.	{{Text}}	Enter the name of the cycle.
3.		Click [Attach segment].

Screen 4: Create Cycle master by its Segment. Select the distribution rule such as Sender, Receiver.

Operation Process:

1.	{{Segment Name}}	Enter the Segment number
2.	{{Text}}	Enter the Segment name.
3.	{{Assessment CEle}}	Enter the secondary Cost Element. (The cost element type of the secondary cost element is '42'(allocation).)
4.	{{Allocation structure}}	Enter the Allocation structure.
Sender values
5.	{{Sender rule}}	Select 'Posted amount'.
6.	{{Share in %}}	Enter the distribution rate.
7.	{{Actual value origin}}	Tick 'Actual value origin'.
Receiver tracing factor
8.	{{Receiver rule}}	Select 'Distribution rule'. (Ex. Variable portions, Fixed amounts, Fixed percentages, Fixed portions)
9.		Select [Senders/Receivers] tab.

Remarks:

	1.	The screen or tab varies according to the receiver rule of the receiver trace factor.
		The screen that is displayed is the one when 'Receiver rule: Fixed percentages'* is selected.
	2.	Select either Assessment CEle or Allocation structure.

Screen 5: Enter Sender information, Receiver information.

Operation Process:

Sender
1.	{{Cost Center}}	Enter the Cost Center or Cost Center Group of the sender (from).
2.	{{Cost Object}}	Enter the Cost element or Cost element Group of the sender (from)
Receiver
3.	{Cost Center}	Enter the Cost Center or Cost Center Group of the receiver (to).
4.	{Cost Object}	Enter the Cost target of the receiver (to).
5.	{WBS Element}	Enter the WBS Element or WBS Element group of the receiver (from).
6.		Select [Receiver Tracing Factor] tab.

Remarks:

Selection of a receiver order, a cost center, or a WBS element is mandatory.

Screen 6: Enter distribution percentage rate of the Receiver.

Operation Process:

	1.	{{Portion/percent}}	Enter the allocation rate.
	2.		Click [Save Without Check].

Remarks:

	1.	The screen or tab varies according to the receiver rule of the receiver trace factor.
		The screen that is displayed is the one when 'Receiver rule: Fixed percentages'* is selected.