Topic 9.1 Master Preliminary And Data Charging


A customer wish to utilize your consulting services for a couple of days. As this is a structured service simply, you made a decision to use a sales order as the cost object. Alternative: A person places an order with you for a professional installation of recently acquired turbines. As this is a simple on-site assembly, a sales order could be the appropriate cost object. If the client also desires the turbines themselves, the conception, talking to, and training, the total package deal shall be more complex. As the tasks are provided by different departments of your business but should be subject to a common and consistent Controlling, you’ll use a project in addition to the sales order.

In standard cases, make-to-order creation assumes that the customer places an order before we become active (first the sales process, then the service creation process). Using the account assignment category in Customizing, you can define which cost items you want to use for the account task of costs and any revenue.

In addition to the sales order, other cost combinations and items of multiple cost items are for sale to the sales-order-related and engineer-to-order creations. For 1, the sales order item serves as the sole account assignment object for revenue and costs, which are useful when the provided functions of the sales order item suffice for representing the price Object Controlling scenario. If this isn’t the entire case, such as when routing and BOMs are to be processed or an in depth planning is to take place, additional cost items can be put into the scenario. The typical account assignment category is “E”.

  1. Chatting with visitors to your website
  2. Calligraphy Pens
  3. 11: Operate a promotion and have fans to promote that on their profiles
  4. Given as Charity: Cash Rs. 6000, Goods Rs. 18000 & Sofa-set well worth Rs. 24000
  5. Leveraging built-in reporting and Project portals available on the SharePoint dashboard

For 2, a network was added. The network contributes a logistical volume framework (such as inner activities, external activities, materials) that may also be used for automatic planning (cost estimation). Arranging and capacity monitoring are possible also. The expenses can be assigned to the sales order item as well as network operations. The network is generally settled to the sales order item. Revenue is also assigned to the sales order item using billing. The typical account assignment category is “E”.

3 and 4 represent procedures of customer project creation. For 3, a project is created in addition to the sales order. For 4, a network is automatically immediately made out of the sales order. A project is automatically designed for this network (derived from a typical network and a typical project). This is called assembly control.

This option is useful if you already know a network and a certain task with a certain framework will be needed when the sales order item is established and never have to consider other alternatives for representation and procurement. The account assignment category D requires one to use evaluated sales order stock. You should use Project Builder to make or change items of the project (project definition, WBS elements, activities, activity elements, PS texts, documents, milestones, materials components).

Work breakdown buildings are the basis for even more planning steps in the task. The concentrate is on the look, analysis, explanation, control, and monitoring of costs, basis times, and the budget. Dates, costs, and outgoing obligations are often prepared with activities that are designated to WBS elements. Use operative indicators to set the properties of the WBS element and to specify which tasks the WBS component takes on in the task execution.

Classify WBS elements as planning elements on which you want to manually plan costs. Classify WBS elements as account assignment elements on which you want to post actual costs. Classify WBS elements as billing elements on which you want to post income. The “Statistical” signal establishes whether a WBS component is only used for statistical purposes or whether it can be debited with real costs. In the example of the visual above, you can plan up to level 2 of the task hierarchy.

Subordinate WBS elements starting with level 3 are purely accounting task elements. 1 is also a billing element. A single sales order is for the prior example enough. This example shows the creation of the ongoing service like an appointment or set up completed with the client. As the sales order item is controlled as a cost object, the costs of the service are collected directly on the sales order item.