Overhead update for cost centers transaction is used to copy overheads defined for a period in the cost center definition to other periods. This option is located in the Operations menu of the Cost Accounting section.
Period independent cost centers and overhead relations are automatically defined for each period through the update feature. However, distribution factors of the related period for service cost centers should be redefined.
Update conditions are specified on Overhead Update for Cost Centers filter lines. The filter options are:
Filter | Value |
|---|---|
Transaction Type | Transfer only updated ones / Transfer all |
Cost Period to Update | Period entry |
New Cost Period | Period entry |
Overhead Code | Group / Range |
Overhead Description | Group / Range |
Overhead Aux. Code | Group / Range |
Overhead Auth. Code | Group / Range |
Overhead Group Code | Defined group codes and descriptions |
Cost Center Code | Group / Range |
Cost Center Description | Group / Range |
Cost Center Aux. Code | Group / Range |
Cost Center Auth. Code | Group / Range |
Update Type (TL) | By Amount (LC) / By Amount (RC) / By Reporting Currency Exchange Rate |
Update Method | Change with Fixed Value / Multiply by Factor |
Actual Amount | Amount entry |
New Amount | Amount entry |
Amount Update Factor | Factor entry |
Amount Rounding Base | Value entry |
Actual Exchange Rate | Exchange Rate Value |
New Exchange Rate | Exchange Rate Value |
Exchange Rate Update Factor | Factor entry |
Exchange Rate Rounding Base | Value entry |
The Transaction Type filter line is used to specify the records to be transferred to the new period. This filter line contains the following options:
- Transfer Only Updated Ones
- Transfer All
When "Transfer Only Updated Ones" is selected, overheads specified on overhead filter lines are transferred into the new period.
When "All" is selected, all overheads are transferred.
Update criteria are specified on the Update Type (TL) filter line. This filter line contains the following options:
- By Amount (LC)
- By Amount (RC)
- By Reporting Currency Exchange Rate
When By Amount (LC) or By Amount (RC) is selected, required values are entered on the Current Amount, New Amount or Amount Update Factor filters depending on the update method.
When By Reporting Currency Exchange Rate is selected, update information is specified using the Current Exchange Rate, New Exchange Rate and Exchange Rate Update Factor filters depending on the update method.
The Update Method filter line is used to specify how costs will be updated. The Update Method filter contains the following options:
- Change with Fixed Value
- Multiply by Factor
When "Change with Fixed Value" is selected, the amount to be applied is specified on the "New Amount" field.
When "Multiply by Factor" is selected, the factor to be used for new amount calculation is specified on the Amount Update Factor filter line.