Universal Allocation

Universal allocation covers both plan and actual allocations.

This scope item covers plan allocations of cost centers used in overhead cost controlling. It describes the uploading of cost center plan data and the execution of the plan allocation cycles. This scope item supports annual planning by redistributing the cost through predefined allocation cycles by defining sender/receiver rules by fixed amount and percentage within a specific company code. By allocating the cost elements to cost centers in overhead cost controlling, you can control your costs and compare plan and actual costs. To see examples of actual allocations, see Overhead Cost Accounting (J54) test script.

Universal allocation also covers profit centers.

Key Process Steps Covered

Import financial plan data
Upload statistical key figure plan data
Execute cost center actual and plan assessment cycles
Execute plan and actual profit center distributions
Run plan data reports for cost centers
View plan and actual profit center distributions

Benefits

Gain better control of costs with visibility into how actual costs compare with plan