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Title: Create Activity Type 05/18/07

Functional Area : Finance


Process : Controlling

Work Instruction

Create Activity Type 05/18/07 KL01

Purpose
Use this procedure to create a new activity type, in consultation with the Financial Reporting office
and the user department (which will be involved with the cost allocations). The activity type
classifies specific activities provided by a sending cost center (Service Provider Cost center like
BECON) for purposes of cost allocation. An activity input from a sender cost center signifies that a
receiver (usually another cost center or a capital project) is drawing on the resources of the sender
cost center.

Trigger
Perform this transaction in the system when a new activity type is identified to charge costs based
on standard cost/rates.

Prerequisites
Procedural aspects:
• The Financial Reporting office will assign the secondary cost element to be used with the
Activity type; it will begin with a leading “9943.” The Financial Reporting office will also assign
the Activity Type code, which will adhere to the numbering scheme (see “Comments” section
below).
• The Budget Office is to be contacted to establish the corresponding commitment item.
• An initial discussion with the concerned user department, requiring the activity type, should
take place to determine rates and tasks associated with the charge.
System set-up:
• A secondary cost element, e.g. 99430001, should exist in the system, otherwise it must be
created using transaction KA06 before continuing with this transaction.

Menu Path
Use the following menu path(s) to begin this transaction:
Select SAP menu Accounting Controlling Cost Center Accounting Master Data
Activity Type Individual Processing KL01 – Create

Transaction Code
KL01

Helpful Hints
The alpha-numeric scheme for the six-digit Activity Types is structured as follows:

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Title: Create Activity Type 05/18/07
Functional Area : Finance
Process : Controlling

1. Position 1: the alpha digit will indicate the nature of the service provider (B for BECON, P for
Printing and M for Maintenance)
2. Position 2: the alpha digit will indicate the type of service (A for carpentry, B for plumbing, C
for electrical, etc.).
3. Position 3-6: the four numeric digits will be sequential 0001 through 9999.
The established numbering scheme for SBBC is as follows:
1. BA0001 to BZ9999 for BECON
2. PA0001 to PZ9999 for Printing Services
3. MA0001 to MZ9999 for Plant Maintenance

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Title: Create Activity Type 05/18/07
Functional Area : Finance
Process : Controlling

Procedure

1. Start the transaction using the menu path or transaction code KL01.

SAP Easy Access

2. Double-click .

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Title: Create Activity Type 05/18/07
Functional Area : Finance
Process : Controlling

Create Activity Type: Initial Screen

3. As required, complete the following fields:

Field Name R/O/C Description

Activity Type R A unit in a controlling area that classifies the activities


performed in a cost center.

Refer to the Comments section of this document for


Activity Types’ numbering scheme.
Example: BA0001

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Title: Create Activity Type 05/18/07
Functional Area : Finance
Process : Controlling

Field Name R/O/C Description

Valid From R Description of the Valid from.

For consistency purposes, it is recommended that all


Activity Types “From date” be dated as 01/01/1900.

Example: 01/01/1900
to R Upper limit of the range to be selected from a list.

Enter the To date of 12/31/9999, unless there is a


specific end-date intended for the charge.
Example: 12/31/9999

4. Click to specify the details of the activity type.

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Title: Create Activity Type 05/18/07
Functional Area : Finance
Process : Controlling

Create Activity Type: Basic Screen

5. As required, complete the following fields:

Field Name R/O/C Description

Name R Description of the Name.

Enter the Short Name (field is 20-digits long).


Example: 1-6 Paper/Act 1
Description R Highlight the description field and change the old value with
the new value.

Enter the Long Name (field is 40-digits long).


Example: 1-6 Paper/Actual 1

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Title: Create Activity Type 05/18/07
Functional Area : Finance
Process : Controlling

Field Name R/O/C Description

Activity Unit R The activity unit is either the time or quantity unit used to post
the consumed activity quantities.

Description of the Activity Unit by using the pull down


menu .
Example: ea
CCtr categories R An attribute that determines the type of cost center.

Cost Center category is used to group similar cost


centers together. At SBBC, only one cost center
category is used, “W” for Administration.
Example: w
ATyp category R Classification of an activity type.

At SBBC, only one activity type category is used, “1”


for “Manual entry, manual allocation.” This allows for
the department to manage the chargeback posting.
Example: 1
Allocation cost elem R The allocation cost element is a secondary cost element,
under which the activity type or business process is allocated.

Enter the secondary cost element or you may search


for it by using the pull down menu .
Example: 99430001
Price indicator R Description of the Price indicator.

At SBBC, only one price indicator is used, “3” for


“Determined manually.”
Example: 3

6. Click to accept entered data into the system.

7. Click to save the new Activity Type. The fields in the remaining tabs are not entered. There is a
field called Locked under the Indicator tab, which may be used if an activity is set up, and is not to
be used immediately.

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Title: Create Activity Type 05/18/07
Functional Area : Finance
Process : Controlling

The system displays the message, "Activity Type has been created."

8. Click to return to the SAP main menu.

9. You have completed this transaction.

Result
You have created a new activity type. In this example a rate activity was created.

Comments

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