RWD Info Pak Template - University of Leedssapinfo.leeds.ac.uk/content/kok2/wi/word/Kok2wi.doc · Web viewManual collective processing internal orders KOK2 Purpose. Use this procedure

Title: Manual collective processing internal ordersModule : Management AccountingCourse : Cost Object Maintenance

Work Instruction

Manual collective processing internal orders KOK2

PurposeUse this procedure to collectively update internal order master data.

TriggerPerform this procedure when you wish to collectively change internal order master data details.

PrerequisitesThe internal order master data must already have been set up using transaction K001.

Menu PathUse the following menu path to begin this transaction:

Select Accounting Controlling Internal orders Master data Collective processing to go to the Collective processing for internal orders initial screen.

Transaction CodeKOK2

Additional InformationInternal orders are mainly used in the University to provide lower level/more detailed analysis of the data held in cost centres. They allow, for example, academic departments to monitor costs across individual programs without the need to set up numerous cost centres. Internal order groups can then be built to facilitate reporting.

Internal order master data is used to define the purpose of an internal order (with the order type) and the processing capabilities of an orders such as its status and ability to accept certain postings.

Filename: document.docReference: ###

Version: PrelimLast Modified: 07.17.2002 16:47:00

Work InstructionPage 1 / 17


Procedure

1. Start the transaction using the menu path or transaction code KK02.

Collective Processing for Internal Orders: Initial Screen





2. As required, complete/review the following fields:

Field Name R/O/C Description

Selection Variant R Enter the selection variant for the orders you wish to amend or click on the drop down box to view the available options

Example: ES_OPS

List Variant R Enter the list variant.

The list variant specifies the fields and in which position they will be displayed. One of the most frequent changes to master data, involves a change to the applicant or person responsible. A variant has been set up specifically to display these fields, Z0001.

Example: Z0001

3. When the drop down box is selected, the variant names are displayed

Selection Variants for Internal Orders

Example: In this example the drop down box for selection variants, displays several variant names.

4. To select a variant, click on the variant name and click on .

Example: ES_OPS






5. To change the selection criteria click on .





Selection criteria: Internal orders

Additional selection criteria can be displayed by clicking on . The order type Z185, refers to all internal orders for estates operations and has been automatically populated from the previous screen selection ES_OPS.



Order O Enter the order number or range of order numbers you wish to select.

Example: 92300000 to 92300075

In this example, entering the order range in the order field, narrows the selection further.






7. Click on to return to the initial screen and run the enquiry. To save the selection as a

variant which can then be used for future displays, click on .





ABAP: Save as Variant



Variant Name O Enter the variant name.

The current variant name “ES-OPS” is displayed. If this name is retained the variant will be overwritten.

Example: EP_OPS_V2

Variant Description O Enter the variant description.

The current description “Estates Operations” is displayed.

Example: Estates Operations version 2

9. Click on .






The system displays the message “Variant EPS-OPS-V2 saved”. The new selection variant is added to the selection variant options on the initial screen.

10. Click on or to return to the initial screen.






11. Click on to display the orders to change.





Collective Processing for Internal Orders: Applicant + Person Responsible

The applicant and person responsible for the internal orders which meet the variant

selection criteria are displayed. To view an alternative list variant, click on or .

12. The applicant or person responsible can be altered by either clicking on the relevant field and making the changes or by displaying the order master data. To display the internal order master data, either double click anywhere on the appropriate line or select the box to the left of

the order number and click on .





Change Internal Order: Master data

The individual internal order master data details are displayed. The fields which are available for change are displayed in white.

13. To change the applicant, click on the applicant field.






The drop down selection box is displayed.

Applicant (1)

14. Click on to execute the search.





Applicant (1) 478 Entries found

15. To select a new applicant, click on the applicant name and click on .






In this example, the applicants’ name is changed to “Haley J Mr”.

16. Click on .






The change can be copied to the order list using the cut and paste functionality (ctrl c and ctrl v).






17. To save the changes click on .

The system displays the message “4 orders were saved”.

18. Click on to exit to the main menu.

19. You have completed this transaction.

ResultYou have collectively changed the master data for internal orders





Comments

Various other changes can be made using the menu options within this transaction. The status of the order, for example, can be changed from locked, and therefore unable to accept postings, to unlocked. However this type of change can only be made on a individual and not a collective basis. Transaction KO04 can be used to collectively change internal order master data status.





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Documents

RWD Info Pak Template - University of Leedssapinfo.leeds.ac.uk/content/kok2/wi/word/Kok2wi.doc · Web viewManual collective processing internal orders KOK2 Purpose. Use this procedure