SPC SOLUTION BRIEF FOR SAP ERP
Abstract
Companies are looking for an easy and simple process to track expenses by project or other collector in addition to Cost Center. The cost center has to remain the primary cost assignment for any purchases. To facilitate the tracking of the cost for a project, a statistical internal order can be used. The statistical order is entered as a secondary account assignment on the purchase requisition and order. If the appropriate planning and budget values are maintained for the internal order, the internal order can be used for funds availability control in requisition and purchase order.
Process Outline
The following outline provide a walk-through of how an internal order can be used to collect expenses for a certain task, activity, or project.
Create an internal order
The first step is to set up an internal order. Create the order using the appropriate order type e.g. 0400 = Marketing. Assign a company code and the responsible cost center.
Set the order to be “Statistical”and release the order:
No further maintenance required. Save
Enter budget or plan values for internal order
Enter overall and annual values
Enter budget to activate Availability Control
Enter some budget amounts
Enter standard purchase requisition
Enter account assignment “X” on the purchase requisition. This will allow to assign more than one cost object.
Enter remaining requisition data
Enter account assignments as needed
For multiple account assignments, make the appropriate selections for the distribution of the costs (e.g. percentage distribution & distribute proportionally)
Convert requisition to purchase order
Create a PO and add the requisition to the PO
Verify all data has been copied correctly
Make any necessary adjustments (e.g. Tax codes, texts,…)
Post goods receipt to confirm receipt of services
Just use the regular Receiving process to confirm the goods or services have been received.
Enter vendor invoice
Use the regular supplier invoice entry to record the invoice against the PO.
Review project expenses
Now let’s explore how we can see the cumulated expenses for our project in SAP
Track assignments in budget view
Track actual spend (invoice posted) in order cost analysis
View budget and commitments
View commitment detail
As we can see, by using the standard instrument of Internal Order in SAP, we have a variety of reports availabe that can help us track and monitor expenses for a project.