Define Costing Sheets

In this step you define a costing sheet .

The costing sheet integrates all elements of overhead costing. It consists of the following rows that are processed during the calculation:

Base rows contain the bases of the overhead calculation: the cost elements and origins for which overheads are to be calculated.
You can take the calculation bases directly from the costing sheet and then maintain them as necessary, or define them separately in the step Define calculation base.
You define the overhead rows by assigning overhead to them. An overhead row references one or more base rows or totals rows. The amount contained in these rows, along with the percentage rate calculated using the overhead rates, delivers the overhead amount.
You can take the overheads directly from the costing sheet and then maintain them as necessary, or define them separately in the steps Define percentage overhead or Define quantity-based overhead.
The overhead row contains a credit key that defines which object (cost center or order) is credited during the overhead calculation.
You can either take the credit keys directly from the costing sheet and then maintain them as necessary, or define them separately in the step Define credit.
No calculation bases or overheads are assigned to the totals rows. They are used only to form subtotals or end totals.

Prerequisite

You should already have read the "Define overhead costs" section.

Activities

1. Check whether the delivered costing sheets meet your requirements.
If necessary, change the standard costing sheets to meet your requirements, or define your own sheets.
2. If you want to create a costing sheet, you have the following possibilities in the "Change Costing Sheet: Overview" screen:
a) If you want to copy an existing sheet, select the sheet you want to copy and choose "Copy as...".
b) If you want to create a new sheet, choose "New entries".
3. Enter a sheet abbreviation and a name, and choose "Enter". The new costing sheet appears in the overview.
4. To define the sheet, proceed as follows:
a) Select the sheet you want and choose "Costing sheet rows".
b) Define a base row.
c) Define a calculation base .
d) Define an overhead row .
e) Define an overhead.
f) Define a credit.
g) Define a totals row.
h) Then save the costing sheet after maintenance is completed.

Extra information for the "Display Costing Sheet Rows: Overview"

Further notes

In the Product Cost by Period component, note the following special aspects:

For run schedule headers, the costing sheet is proposed in the following way:

Carry out the following steps:

Overhead can also be calculated for cost object hierarchies. However, if the costs entered at the level of the hierarchy are distributed to the assigned orders, you should calculate the overhead at the order level.

The costing sheet for the calculation of overhead on a cost object hierarchy is proposed thorugh the cost object profile. Carry out the following step: