Chapter 22- Internal Orders

8/3/2019 Chapter 22- Internal Orders

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CONTENTS

1 Overview-Customization .................................................................................................. ....2

1.1Internal orders..............................................................................................................2

1.2Internal orders may be used for ......................................................................... .........2

1.3Define Order type.........................................................................................................2

1.4Maintain Number Ranges.............................................................................................3

1.5Order Manager KO04...................................................................................................4

1.6 Order Group ................................................................................................ ....7

1.7 Selection variants......................................................................................................8

1.9 Collective Processing................................................................................................9

1.10 Create Statistical order....................................................................................11

2 Transaction Based Postings ...............................................................................................12

1.8Book FI entry using internal order- Real entry............................................................13

2.1.1 Statistical entry ........................................................................................... ...13

1.9Internal order reports..................................................................................................14.....................................................................................................................14

...................................................................................................................14

Execute report............................................................................................14

1.10Create a Purchase Order.........................................................................................16

3 Overhead Costs .............................................................................................................. ...17

1.11 Costing sheet....................................................................................................... ...18

1.12Define Percentage of OH rates................................................................................19

1.13Maintain Costing sheet.............................................................................................20

3.1.1 Enter costing sheet in internal order ..............................................................21

3.1.2 Check the Balance on the IO .......................................................................21

3.1.3 Actual Overhead Calculation ................................................................... .....22

3.1.1 Check the Balance on the IO .......................................................................23

4 Settlement..........................................................................................................................23

4.1.1 Create Cost centers for ................................................................................24

1.14Create Allocation structure for Settlement................................................................24

1.15Change the IO through KO02...................................................................................25

4.1.2 Check the Balance on the IO through S_ALR_87012993 .............................26

4.1.1 Settlement KO88 ..........................................................................................26

5 Budgeting and Availability control ......................................................................................28

5.1.1 Define tolerance Limits for availability control.............................................28

5.1.2 Maintain Budget For the IO ..........................................................................285.1.3 Book a transaction on the IO ...................................................29

5.1.4 Check your SAP inbox ...................................................................29

6 Period Lock ........................................................................................................................30

6.1.1 Access transaction by ..................................................................................30

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1 Overview-Customization

1.1 Internal orders

Internal orders in the R/3 System describe individual jobs within a controlling area. Orderssupport action oriented planning, monitoring and allocation of costs.

1.2 Internal orders may be used for

Monitor internal actions settled to cost centers (overhead orders)

Monitor internal actions settled to fixed assets (investment orders)

Offset postings of accrued costs calculated in co (accrual orders).

.

1.3 Define Order type

Via Menus IMG Controlling internal Orders Order Master data Define order types

Click on New entries

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Double click on order type MA08.Color will change slightly once selected your type.

Scroll up to the marketing group (400000-499999)

Select this group. Click on

Save. Ignore any warning messages.

1.5 Order Manager KO04

Via Menus SEA > Accounting > Controlling > Internal orders > Master data >Order Master

T Code KO04

Place cursor on Order > click on . Enter order type as MA08. Enter

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Click on

Save the order. Make note of the order number.

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CHAPTER 22 Use t.code KO02.Input the order created in the above step.

Under control Tab click on

System status now is REL.

Create Order through KO01

Menu SEA > Accounting > Controlling > Internal orders > Master data >Special functions > Order > Create

T Code KO01

Use order type 0850

Create the order. Release it and save it.

Make note of order no:

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1.6 Order Group

Via Menus SEA > Accounting > Controlling > Internal orders > Master data >Order Group > Create

Via Code KOH1

Press enter.

Enter text for order group. Edit > Order > Insert order.

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Enter orders number. Save it.

1.7 Selection variants

Via Menus IMG Controlling internal Orders Order Master data Selection and collective processing >Define selection variants

Via Code OKOV

Click on Create

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Click on .

Click on Save icon

1.9 Collective Processing

Via Menus SEA > Accounting > Controlling > Internal orders > Master data >Special functions > Collective processing > Manually

Via Code KOK2

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Select the variant created in the above step. Double click the VAR08. Input controlling area if prompted.

Execute

Choose/Go to > Settings >Choose fields

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If any of the fields need to be changed at a time, it can be done from here.

Change values as necessary and go to Edit > Change field values

Select save. Confirm the pop up by choosing ALL.

1.10 Create Statistical order

Via Menus SEA > Accounting > Controlling > Internal orders > Master data >Special functions > Order > Create

Via Code KO01

Select order type1000.Press enter. Input controlling area on prompting.

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Click on Control data tab

Ensure proper currency and check to ensure is checked. Save the ordere.

Message:

2 Transaction Based Postings MasterData constraint information that remains the same over a long period of time.

Transaction Data is short-lived and is assigned to master data.

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1.8 Book FI entry using internal order- Real entry

Use T code FB50

Enter the internal order created above for marketing brochure

Ensure to create the GL as a cost element. If there are no tax codes creates, makethe GL non

taxable in FS00. Save the document. Make note of doc # (100000001)

2.1.1 Statistical entryCreate a cost center like 1220.

Create cost element 475000

Use T code FB50

The internal order takes statistical posting and the real posting goes to CC 1220

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1.9 Internal order reports

Via Menus SEA >Accounting Controlling Internal Orders Informationsystem Reports for internal orders Plan/Actual

comparisonOrders:Actual/Plan/Variance

Via TransactionCode

S_ALR_87012993

Execute report.

Double click on line item. Select . Double click

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Select line item and choose Environment > Accounting document. Click on co document row

Similar way check the AUTO08 order.

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1.10Create a Purchase Order

2.4.1.1 Receive Goods MIGO

Message:

2.4.1.2 Check the report S_ALR_87012993

Navigate to see the details.

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Go to > Accounting documents > FI Document

3 Overhead Costs

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1.11 Costing sheet

Via Menus IMG Controlling Internal orders Actual postings

DisplayOverhead ratesCosting sheet: componentsDefinecalculation bases referring to cost element and origin

Click on new entries

Select X08 and double click on Details. Enter controlling area if prompted.

Click on New entries.

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1.12Define Percentage of OH rates

3.2.1 Access transaction by

Follow the same menu as above. Click on

Click on

Press enter. Select Y08. Double click on Details.Click on New Entries.

Save the entry. Ignore warnings if any.

3.2.2 Define Credits

Follow the same menu as above.

Click on

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Select Z08 and double click on details. Enter controlling area if prompted.

Click on

Incase CC 4130/CE655110 are not created in your controlling, create them with same attributes as in coarea 1000

1.13Maintain Costing sheet

Via Menus IMG Controlling Internal orders Actual postings

DisplayOverhead ratesMaintain Calculation procedure

Click on New entries

Select XYZ08. Click on Costing sheet rows. Click on New entries.

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Save the entry.

3.1.1 Enter costing sheet in internal order

3.5.1.1 Use transaction code KO02

In the internal order master data, go to Prd-end closing tab and enter costing sheet. Save the order

3.1.2 Check the Balance on the IO

3.5.2.1 Access transaction by

Via Menus SEA >Accounting Controlling Internal Orders Information

system Reports for internal orders Plan/Actual

comparisonOrders:Actual/Plan/Variance

Via TransactionCode

S_ALR_87012993

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The balance is USD 7500, cost element 417000

3.1.3 Actual Overhead Calculation

3.5.3.1 Access transaction by

Via Menus SEA >Accounting Controlling Internal Orders Period end

closing Single Functions Overhead rates Actuals: Individualprocessing

T Code KGI2

Initially execute in test mode. If there are no errors, then execute in prod mode

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Go to >> Debits

3.1.1 Check the Balance on the IO

4 Settlement

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4.1.1 Create Cost centers for

Create the following CCs for testing of settlement

1.14 Create Allocation structure for Settlement4.2.1 Access transaction by

Via Menus IMG Controlling IO Actual Postings settlement MaintainAllocation structure

Click on

Select and maintaincost Elem.Groups as below

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Click on

4.2.2. Maintain the following Cost Element groups through KSH1

1.15Change the IO through KO02

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CHAPTER 22Via Menus Accounting Controlling Internal orders Master data Special

functions Orders Change

TCode KO02

Click on

Go to >> Settlement Parameters

4.1.2 Check the Balance on the IO through S_ALR_87012993

4.1.1 Settlement KO88

Via Menus Accounting Controlling Internal orders Period end closing

single functions settlement Individual processing

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5 Budgeting and Availability control

5.1.1 Define tolerance Limits for availability control

Via Menus IMG Controlling Internal ordersBudgeting and availability

control Define tolerance limits for availability control

TCode SPRO

Maintain the above % tolerances.

4.4.3 Budget Manager

Click on New entries and main the co area/Order type/Obj cl and user name.

5.1.2 Maintain Budget For the IOSEA > Controlling > IO > Budgeting > Original Budget > Change KO22

Maintain the budget for year 2009 and also the overall budget

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5.1.3 Book a transaction on the IO

Message e: . Enter. Save the document.

Book another amount to reach 100% of the budget.

Message . Enter and save the document.

5.1.4 Check your SAP inbox

DC on SBWP > Unread document >

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The email content would look like the above.

6 Period Lock

Use the period lock to lock plan and actual business transactions for a combination for

controlling area, fiscal year and version. You can select individual business transaction for locking from a list of all the actual and plan

business transactions.

It is also possible to lock individual business transactions for all the periods of the fiscal year, orall business transactions for individual periods

6.1.1 Access transaction by

Via Menus Accounting ControllingCost center accounting Environment

Period Lock Change

Via Transaction

Code

OKP1

Click on

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Documents

Chapter 22- Internal Orders