Creating a Controlling Scenario Purpose The creation of a controlling scenario is the primary Customizing step for the controlling

type SingleObject Controlling. When creating a controlling scenario, you should pay attention to the purpose for which the scenario is intended. Controlling scenarios basically differ in regard to the following criteria: Settlement Standard cost estimate (if you want to work with standard cost estimates, it is compulsory to enter a costing variant) Accounting indicator (if you work with accounting indicators, you have to consider additional settings, such as original structures and the assignment of settlement receivers) Period-end closing Procedure You can use the controlling scenario to set up the following parameters and profiles: Standard Cost Estimate Costing variant Period-End Closing Costing sheet Overhead key Results analysis key Settlement profile Strategy sequence Assignment Object class Functional area Transferred Account Assignment Account assignment usage

It is advisable for test purposes to set up the minimum parameters for the controlling scenario consisting of settlement profile and strategy sequence. Costing Variant The costing variant defines how the costing is performed and evaluated. The costing variant determines which prices are selected to evaluate the individual costing items and how the overhead rate is determined. The costing variant refers to the following control parameters, which have to be defined: Costing type Valuation variant Date control You must have defined in Customizing that the item category for which an item in a service order is selected is costing-relevant. If this is the case, the item is transferred to the cost estimate in SAP R/3. Planned revenues are also transferred to SAP R/3 if the item category is billing-relevant or relevant for confirmation, and the pricing condition contains a condition key, is non-statistical, and has an amount of currency. Planned costs and revenues are calculated for SAP CRM service orders. Planned costs and revenues are not calculated for SAP CRM service contracts and SAP CRM service confirmations. Items from service orders that are assigned to service contracts are likewise not costed.

The SAP CRM service order is costed if the status Released is saved at header level. All items that have the status Released are included in the cost estimate. This includes the following categories: Services Spare parts Expenses Sales materials The costing variant determined must allow for the costing of internal orders. It defines how the costing is performed and evaluated. Valuation of Services: Planned cost center is determined using the service organization entered. There can only be one planned cost center per service team (in SAP CRM). The activity type is defined for each item category, service type and evaluation type and corresponds to the activity type of the confirmation (in SAP R/3). Valuation of Spare Part Items: The costs are determined according to the valuation strategy of the valuation variant. The plant is the SAP R/3 plant (in SAP CRM) assigned to the service organization in the organizational model. Valuation of Expense Items: The cost element is determined per item category using Customizing. The value is transferred from SAP CRM. Valuation of Sales Items: The costs are determined according to the valuation strategy of the valuation variant. The plant is the SAP R/3 plant (in SAP CRM) assigned to the service organization in the organizational model. Valuation of Revenues: The value is derived from the pricing condition. The cost element of type Revenue is derived from the (symbolic) revenue account that is determined through revenue account determination in SAP CRM. Process Description for Costing: The planned costs and planned revenues for the relevant internal order are automatically calculated and assigned in SAP R/3. Reporting can be used to analyze the planned data in detail. If errors are determined during the costing, the errors are not transferred to SAP CRM. The controlling monitor in SAP R/3 is used to perform an error analysis. You can restart the costing of an internal order from the controlling monitor. Handling Changes Made to SAP CRM Service Orders: A costing-relevant change made to a SAP CRM service object leads to a change in the cost estimate. The planned data in the internal order is adjusted automatically. Costing Sheet The costing sheet controls the overhead rate at period-end closing. Overhead Key The overhead key can be used to calculate an order-specific or material-related overhead rate. You can only use the overhead key in connection with a costing sheet. Results Analysis Key The usage of the results analysis key, which determines the valuation of the order during period-end closing, depends on the type of order.

 The results analysis key determines how the results analysis for revenue-generating orders, such as internal orders, is to be performed. It makes sense to perform a results analysis in the following cases: If you work with non-valuated sales order stock to enable the valuation of stocks at period-end closing If you work with valuated sales order stock to enable the valuation of goods that have already been delivered but not yet billed and for automated accrual The results analysis key determines how the work in process is determined for orders without reference to the sales order item or the WBS element. Settlement Profile The settlement profile is a prerequisite for the creation of a settlement rule. The following settlement parameters are defined within it: Permitted receivers (for example, cost center, installation) Default values for settlement structure, PA transfer structure, and source structure Allocation bases for defining settlement shares (percentage and/or equivalence number) Maximum number of distribution rules Residence time of settlement documents Document type for accounting-relevant settlement or settlement relevant to the balance sheet Definitions for the settlement of actual costs or cost of sales Note: Within SAP CRM CO integration, the settlement profile is of great significance. It defines where an internal order can be settled and which basic conditions are considered during settlement. The source structure (relevant in connection with the accounting indicator) and the PA transfer structure are both important parameters. (Rule basis for the assignment of costs and revenues to the quantity and value fields of the Profitability Analysis (CO-PA)). Strategy Sequence The strategy sequence is used to generate settlement rules and is only used in connection with single-object controlling (see also Strategy Sequences for Automatic Generation of Settlement Rules). Object Class The object class is used for the business classification of controlling objects and to identify cost flows in controlling from a business point of view. The different object classes are as follows: Overhead costs Production Investment Results and sales Functional Area The functional area is required to create a profit and loss statement in Financial Accounting according to the cost-of-sales accounting. Organizational criteria could be, for example: Production Administration Sales Research and development Account Assignment Usage Specifies the effect that entering an Account Assignment in SAP CRM should have in SAP R/3 CO. Distribution Rule: The account assignment object specified in SAP CRM becomes the settlement receiver of the internal order. This means that during automatic generation of the settlement rule, a distribution rule with the specified object is created as receiver.

 Distribution Rule and Assignment: As for the distribution rule. If the account assignment object is a WBS element or a sales order, in addition to the specified account assignment object, the master data of the internal order is also assigned and displayed on the Assignments tab page. The assignment is used to take the costs and revenues into account during the results analysis of the WBS elements or sales orders. In this case, you have the option of forgoing a results analysis and settlement of the internal order. None: The internal orders are settled to a profitability segment or another settlement receiver if you defined this in the process step Assignment of Settlement Receiver. The transferred account assignment is not considered.