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new internal order type--need help

Former Member
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Dear all:

i have a case need help.

now i want to create a new internal order type ,and assign a new number range and a default settlement rule to it .

the settlement rule is that the actual costs of this internal order type need to be

sent to a cost element .

what should i do step by step?

thanks!

best regards!

Accepted Solutions (0)

Answers (6)

Answers (6)

Former Member

Hi,

2. Order Master Data

2.1 Define Order types (KOT2_OPA)

IMG Controlling  Internal Orders Order Master Data  Define Order Types

An Internal order is created under an Order type. An order type is used for storing various control parameters and various defaults while creating an internal order. It is used for classifying various types of internal orders according to usage for e.g. Real orders for trade fairs, real orders for Capital investment measure, Statistical orders for motor vehicle expenses.

The order type is client-specific, which means that every order type can be used in all controlling areas. A number range is assigned to the internal order type.

Click on “New Entries”

Take a drop in the field Order category and select 01

Enter

Update the following

Give Order Type :- Z810

Description :- Traders First Real order type

Object Class :- OCOST overhead

Reference Order :- Collective order without automatic goods movement

Residence time 1 :- 12 months

Residence time 2 :- 1 month

Check “Commit Management and Check Integrated Planning

Activate CO Partner Updating -You activate this so that allocations between orders and other CO objects (cost centers, projects, etc.), the partner information is retained and whether for each order a totals record should be written.

Save

Click on “Field Selection”

Here you can hide the various fields or make it as required entry or only display or available for input. Thus while creating internal order only those fields are displayed and available for input.

Click Save

2.2 Maintain Number Ranges for Orders (KONK)

IMG Controlling  Internal Orders  Order Master Data Maintain Number Ranges for Orders

Number Range needs to be assigned to the internal order type. Number range can be internal or external. In Internal numbering system automatically assigns a number from the given number range. In external numbering the user has to manually assign the number from the given number range.

We will configure internal number range for our internal order type – Trade Fair

Click on Group Maintain (From the menu bar)

Click on Group  Insert (From the menu bar)

Update the following

From Number: - 910000000000

To Number: - 919999999999

Click in “plus icon” at the left bottom of the screen

Click Save

You will find internal order type Z810 in not assigned

You need to assign the order type to the group we created above. Proceed as follows:-

Position the cursor on: - Z810 Trade Fair real order type

Click on “Arrow” Z810 Trade Fair real order type note it turns blue

Select Check mark Z810 A ltd India fair real order

Click “Element Group”

The internal order type Z910 moves under the group which can be seen as follows:-

Z810: A Ltd India Trade fair real order / Z810 Trader Fair real order type.

Click Save

Select: - Z810: A Ltd India Trade fair real order / Z810 Trader Fair real order type.

Click on “Pencil” icon.

Click Back arrow.

2.3 Define Model Orders

IMG Controlling Internal Orders Order Master Data Screen Layout

Define Model Orders

Model orders are not orders in the commercial sense, but serve merely as references for creating "normal" orders. Model orders contain default values for the orders in an order type. The Model order is assigned as the reference order in the order type.

When you create a new order, all the fields active in the relevant order type are copied from the model order to the new order.

Example

You want to settle all your marketing orders to the same sales cost center. Stipulate the cost center as the default value in the model order for marketing orders.

When you create a new marketing order, the system defaults this cost center. If you want to settle the order to a different cost center, you can overwrite the default cost center in the orders.

We will create a model order with some defaults and assign it to the Trade fair internal order type

Click “Create CO Model Order”

Press F4 and select ($$) 03 model order

Click on the master data and update the following

Order: - $$$ Z81000001

Description text: - A Limited Trade affair

Click Save

Assign this model order to the order type Z810

Update the reference order with the model order number $$$Z81000001 in the reference order field

Click on save.

3 Planning

3.1 Maintain User-Defined Planner Profiles

IMGControllingInternal OrdersPlanningManual PlanningMaintain User-Defined Planner Profiles

Check the User defined planner profile ZOCM91 created by us contains the layouts for internal orders.

Double click on General controlling

Planning area: Cost element/activity inputs.

Cost Center: Activities/Prices

CCtr Statistical key figures

Orders: Cost Element/Activity inputs

Ord: Statistical key figures

Select :- Orders: Cost element/activity inputs

Double Click on Layouts for control

3.2 Maintain Planner Profile for Overall Planning (OKOS)

IMG  ControllingInternal OrdersPlanningManual PlanningMaintain Planner Profile for Overall Planning

Here you can specify the time frame for which values are to be planned for Internal order. Further you can also default the number of decimal places and the display factor. Default cost element group while planning.

Double click on “Define planning profile for overall planning”

Click on “New Entries”

Select “05 Planned Total”

Profile: 810000 General Plan Profile – A Ltd

Click Save

Select back arrow

Double click maintain planning profile for order type

Give: - Z810 Trader Fairs Real order type

Give Plan profile: - 910000

Click Save

4 Settlement

4.1 Maintain Allocation structure

IMG ControllingInternal OrdersActual PostingsSettlement Maintain Allocation Structures

An Allocation structure comprises one or several settlement assignments. An assignment shows which costs (origin: cost element groups) are to be settled to which receiver type (e.g. cost center, order and so on)

You have 2 options:- You can settle to a settlement cost element or settle by cost element i.e. settle using the original cost element.

We will use settle by cost element.

Click on “New Entries”

Allocation stru :- Z8

A Ltd : Internal order settlement structure

Click Save

Select Z8 Internal order settlement structure

Double click on Assignments

Click on “New Entries”

Assignment :- 10 Settlement Primary cost Element

Click Save

Select 10 Settlement Primary cost Element

Double Click on Source

Give From Cost Element To Cost Element

Save

Click back arrow

Note:-The color has become green

Select: Settlement primary cost element

Double click on Settlement cost

Click “New Entries”

Select CTR Cost Center

By Cost Element Check

Save

4.2 Maintain Settlement Profile

IMG Controlling Internal Orders Actual Postings SettlementMaintain Settlement Profile

Here we define a range of control parameters for settlement.

Double Click on “Maintain Settlement Profiles”

Click on “New Entries”

Select “Settlement not allowed”

Assign the allocation structure Z9 created earlier in the settlement profile.

Click on “Save”.

Select Back Arrow

Double Click on “Enter Settlement Profile in order types”

Give Settlement Profile “ Z9100”

Click on “Save”.

4.3 Maintain Number Ranges for Settlement Documents

IMG Controlling Internal Orders Actual Postings SettlementMaintain Number Ranges for Settlement Documents

You should define separate number range intervals for settlement documents for each controlling area.

Click Group  Maintain

Click Group Insert

Update the following:-

Give “From Number” 1000000000- To Number 1999999999

Click on “+” at the bottom left side.

Click 8100

Click on “Arrow” icon.

Select Settlement documents for “A limited” Check box

Click “Element group button”

Click “SAVE”

Assign Points

Zia

Former Member
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Dear Sridhar:

thanks for your reply!

i have two problems need your advice.

1.in the allocation structure,what's mean of 'source'&'assessment cost element'&

'settlement cost element'.? which field should 41010500 be maintained in?

and what should i maintain the three?

2.under settlement rule of interanl order A000001, i can assign G/L to 'Cat',and assign cost element to 'Settlement receiver'. what different between this and 'settlement cost element' of allocation structure?

thanks!

best regards!

former_member188826
Active Contributor
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<b> 1.in the allocation structure,what's mean of 'source'&'assessment cost element'& 'settlement cost element'.? which field should 41010500 be maintained in? and what should i maintain the three?</b>

If the cost element 41010500 is an internal settlement cost element (category 21), this shall be maintained in the settlement cost element. You should not enable the check box that says By cost element.

In the allocation structure, you specify all the cost elements that can be expected in the order. If you miss a cost element, that element won't be settled, and as a result you may get an error message. In the settlment cost element, you mention that cost element by which you settle the order, It can be by the same source cost elements (done by enabling the checkbox By cost element or by the settlement cost element of category 21) You can ignore the assessment portion, in this context.

<b>2.under settlement rule of interanl order A000001, i can assign G/L to 'Cat',and assign cost element to 'Settlement receiver'. what different between this and 'settlement cost element' of allocation structure?</b>

Settlement reciever is the cost object, it tells you where to settle. i.e to which cost object. it may be a cost center or order or wbs etc.

The difference is like between what to settle and where to settle.

Former Member
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up!

Former Member
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hi all:

when i settle the internal order,the default settlement rule is that the actual cost of

the internal order will be sent to a specific cost element (we can call it 41010500).

i need :

the internal order of different cost center will be settled to different cost center of this cost element (41010500).

for example:

1.the internal order A000001 belong to cost center 701 ,the actual costs of A000001 will be sent to element 41010500 of 701.

2.the internal order A000002 belong to cost center 801 ,the actual costs of A000002 will be sent to element 41010500 of 801.

what should i do to carry out it.

thanks!

best regards!

former_member188826
Active Contributor
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Go to the settlement rule of the internal order A000001, through t-code KO02 and make the settlement receiver category as CTR and enter value 701.

If 41010500 is a cost element of category 21 (internal settlement), give this cost elemnent as the settlement cost element in the allocation structure, that has been assigned to the settlement profile. Before this you may want to identify which settlemetn profile is assigned to your order type.

Otherwise you can also settle by the original cost element, you maintain this in the settlement cost element under the allocation structure.

Former Member
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hi all:

thanks very much for your reply!

i will try it as you said!

i have assigned points!

thanks!

best regards!

Former Member
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Hi,

First create the settlement profile , in the settlement profile select the receiver as GL account. If you want the default GL account as the receiver field, select the same in default field.

Then create a new internal order type , in that internal order type select the settlement profile which you have created in the above step. In the same screen you have the option of number ranges. Create the number ranges over there. If you want the budget profile , then enter the details . You can even select the fields as required,optional or suppressed.

Then create a internal order under the internal order type.

Hope this helps. Assign points as way of thanks.

Thanks

Dasa