Topic overview
The Cockpit: Cost unit rate history application is used to search for and display historicized cost rates. Historized cost rates can be used in product costing to calculate operations.
Definitions
Cost rate
Cost rates are used in cost accounting or preliminary costing to evaluate the internal activities of cost centers. Cost rates can be used on the one hand to depict the service relationships between cost centers and on the other hand to allocate costs to the respective cost object. The unit in which the costs of the cost rates are recorded in a cost center is determined by the activity type.
Commercial calculations
With trade costing, sales prices of a sales item are calculated based on a price from a procurement price list. Conversely, procurement prices can also be calculated on the basis of a price from a sales price list.
Calculations
Costing is understood to mean both product costing and commercial costing. Both types of costing are based on costing sheets.
Calculation schemes
In costing sheets, costing procedures can be defined for various industries by freely assigning cost shares to costing items and arranging and structuring the costing items as required. A complex set of calculations can be set up within the costing sheets using formula relationships. This makes it possible, among other things, to add and deduct any amount as a percentage of another costing item or as an absolute amount.
Calculation items
Costing items are the components from which costing sheets and thus the cost estimates are constructed. Within the costing sheets, a complex set of calculations can be created using formula relationships in costing items, e.g. any additions and deductions as a percentage of another costing item or as an absolute amount.
Product costing
Product costing is used to determine the target costs (manufacturing costs, cost of goods sold, etc.) of an item based on its target production structures (bills of materials, routings, production plans). Product costing can be carried out according to the aspects of production or cost accounting.
Application description
The application consists of a query area and a work area. You can use all fields in the query area as search features. The work area contains a table with the columns for the cost rates. The corresponding cost rates are displayed there.
Query area
Query fields are stored in the query area. As a rule, the most important query fields are already available. However, the number of query fields and their placement can vary.
The query area is the same for all views of the workspace. You can determine which query fields are displayed.
All essential query fields are listed below. If additional fields are added, you will find their description in the direct help:
- Cost center – specify a cost center as a search characteristic if needed. Objects matching this criterion will appear in the workspace.
- Service type – specify an activity type as a search characteristic if needed. Objects matching this criterion will appear in the workspace.
- Cost rate usage – select a cost rate usage as a search feature. Options include:
- plan
- is
- calculation 1
- calculation 2
- calculation 3
objects matching this feature will appear in the workspace.
- Cost type – enter a cost element as a search characteristic if needed. Objects matching this criterion will appear in the workspace.
- Cost unit rate valid from – enter a valid from date for the cost rate as a search characteristic if needed. Objects matching this criterion will appear in the workspace.
- Cost unit rate valid up to – enter a valid to date for the cost rate as a search characteristic if needed. Objects matching this criterion will appear in the workspace.
- Price valid from – enter a valid from price date for the historicized cost records as a search characteristic if needed. Objects matching this criterion will appear in the workspace.
- Price valid to – if required, enter a valid to price date for the historicized cost records as a search characteristic. All objects that match this search criterion are displayed in the workspace.
Work area
A table is available in the work area in which the queried cost rates are displayed. You can determine yourself which information is displayed for a cost rate. Several views can be created to view a cost rate in different ways with different information.
Standard view
All the main table columns in the Standard view are described below. If additional columns are added, you will find their description in the direct help:
- Cost center – the cost center is displayed in this column.
- Service type – the service type is displayed in this column.
- Cost unit rate usage – this column shows the cost rate utilization.
- Cost type – the cost type is displayed in this column.
- Cost unit rate valid from – the valid from date of the cost rates is displayed in this column.
- Cost unit rate valid up to – the valid until date of the cost rates is displayed in this column.
- Price valid from – the valid from date for the historicized cost rates is displayed in this column.
- Price valid until – the valid to date for the historicized cost rates is displayed in this column.
- Costs – the costs are displayed in this column.
- Valid – an icon in this column indicates whether the cost rate is valid.
Customizing
For the Cockpit: Cust unit rate history application, the following are available in the application
Customizing does not define any settings.
Business Entities
The following business entity is relevant for the Cockpit: Cust unit rate history application, which you use, for example, to
- to assign authorizations,
- Set up activity definitions or
- import or export
Authorizations
Authorizations can be assigned both with the help of authorization roles and by assigning an organization. The authorization concept can be found in the article Authorizations.
Special skills
There are no special capabilities for the Cockpit: Cust unit rate history application.
Organizational assignments
Organizational structures are used to control which data is visible, usable or editable. To do this, the Content-related authorizations function must be activated in the Customizing application.
In order for a person to be able to query or process data in the Cockpit: Cust unit rate history application, an authorization role must be assigned.
- the Open capability must be enabled for the Cockpit: Cust unit rate history application,
- capabilities are permitted for the CostCentreCostRateHistory business entity.
Further information and a comprehensive overview of the content-related authorizations can be found in the Content-related authorizations article. To set up the authorization roles, please refer to the Authorization roles article.
Special features
There are no special features for the Cockpit: Cust unit rate history application.
Authorizations for business partners
The Cockpit: Cust unit rate history application is not available for business partners.