Demo Script for SAP S/4HANA 2023 SP00 - 2020 Fully-Activated Appliance: Universal Allocation for Finance and Controlling
Universal allocation is a group of apps that allows you to allocate plan or actual values (such as costs/expenses, revenues/income and more) from sender objects to receiver objects. This demo walks the user through the use of the apps to manage allocation processes, perform allocation runs, and see the results of allocations. Download the DocumentSAP S/4HANA Fully Activated Appliance Demo Guide:
November 2023 (V1.9)
English
PUBLIC
SAP S/4HANA 2023 SP00 – 2020 Fully-Activated Appliance:
Universal Allocation
Demo Guide
November 2023 (V1.9)
English
PUBLIC
SAP S/4HANA 2023 SP00 – 2020 Fully-Activated Appliance:
Universal Allocation
Demo Guide
Table of Contents
1. Where Can This Script Be Used? 3
2. Demo Story — Universal Allocation 4
2.1. Manage Allocations 4
2.1.1 Creating Allocation Cycles 5
2.1.2 Run Allocations 9
2.1.3 Allocation Results and flow 11
Document History
Revision Date Change
1.0 December 2020 Release for customer 2020 FPS00
1.1 April 2021 Release for customer 2020 FPS01
1.2 July 2021 Release for customer 2020 FPS02
1.3 December 2021 Release for customer 2021 FPS00
1.4 March 2022 Release for customer 2021 FPS01
1.5 July 2022 Retested and released for customer 2021 FPS02
1.6 December 2022 Retested and released for customer 2022 SP00
1.7 March 2023 Retested and released for customer 2022 FPS01
1.8 June 2023 Retested and released for customer 2022 FPS02
1.9 November 2023 Retested and released for customer 2023 SP00
1. Where Can This Script Be Used? 3
2. Demo Story — Universal Allocation 4
2.1. Manage Allocations 4
2.1.1 Creating Allocation Cycles 5
2.1.2 Run Allocations 9
2.1.3 Allocation Results and flow 11
Document History
Revision Date Change
1.0 December 2020 Release for customer 2020 FPS00
1.1 April 2021 Release for customer 2020 FPS01
1.2 July 2021 Release for customer 2020 FPS02
1.3 December 2021 Release for customer 2021 FPS00
1.4 March 2022 Release for customer 2021 FPS01
1.5 July 2022 Retested and released for customer 2021 FPS02
1.6 December 2022 Retested and released for customer 2022 SP00
1.7 March 2023 Retested and released for customer 2022 FPS01
1.8 June 2023 Retested and released for customer 2022 FPS02
1.9 November 2023 Retested and released for customer 2023 SP00
3
1. Where Can This Script Be Used?
This demo script has been written for usage with the SAP S/4HANA 2023 – 2020 (all FPS) Fully-Activated Appliance (in short
“appliance” in this script), hence you will need such an appliance to make use of this guide.
The appliance can be brought up in two ways, and the demo scenario in this script is largely the same for both:
1. Via SAP Cloud Appliance Library (hosted on cloud providers)
You need a cloud provider account at AWS, MS Azure, or GCP. With this, you can deploy the appliance within 1-2 hours from
https://cal.sap.com > Solutions > SAP S/4HANA <your release> Fully-Activated Appliance.
2. Via installing it on your own on-premise hardware.
You need to provide your own hardware, and order & install the appliance as explained in SAP Note 2041140.
If you are new to the SAP S/4HANA Fully-Activated Appliance, introductory information can be found here:
https://blogs.sap.com/2018/12/12/sap-s4hana-fully-activated-appliance-create-your-sap-s4hana-1809-system-in-a-fraction-of-
the-usual-setup-time/
Important:
Before you start your demo, please read SAP S/4HANA Fully-Activated Appliance: Demo Scripts for information about necessary
preparations, especially any post-deployment steps to ensure the full functionality of your appliance. These steps are covered in
sections;
B) General Remarks
C) Post-deployment Steps
D) Log-on to the system
Besides this, you will also find links to all demo scripts on this page.
1. Where Can This Script Be Used?
This demo script has been written for usage with the SAP S/4HANA 2023 – 2020 (all FPS) Fully-Activated Appliance (in short
“appliance” in this script), hence you will need such an appliance to make use of this guide.
The appliance can be brought up in two ways, and the demo scenario in this script is largely the same for both:
1. Via SAP Cloud Appliance Library (hosted on cloud providers)
You need a cloud provider account at AWS, MS Azure, or GCP. With this, you can deploy the appliance within 1-2 hours from
https://cal.sap.com > Solutions > SAP S/4HANA <your release> Fully-Activated Appliance.
2. Via installing it on your own on-premise hardware.
You need to provide your own hardware, and order & install the appliance as explained in SAP Note 2041140.
If you are new to the SAP S/4HANA Fully-Activated Appliance, introductory information can be found here:
https://blogs.sap.com/2018/12/12/sap-s4hana-fully-activated-appliance-create-your-sap-s4hana-1809-system-in-a-fraction-of-
the-usual-setup-time/
Important:
Before you start your demo, please read SAP S/4HANA Fully-Activated Appliance: Demo Scripts for information about necessary
preparations, especially any post-deployment steps to ensure the full functionality of your appliance. These steps are covered in
sections;
B) General Remarks
C) Post-deployment Steps
D) Log-on to the system
Besides this, you will also find links to all demo scripts on this page.
4
2. Demo Story — Universal Allocation
Universal allocation is a group of apps that allows you to allocate planned or actual values from sender objects to
receiver objects. The allocated values can be primary costs and revenues, secondary costs, non-operating
expenses and incomes, balance sheet account values, and quantities. The types of allocated values, sender
objects, and receiver objects depend on the allocation context.
You use the apps to manage allocation processes, perform allocation runs, and see the results of allocations.
Universal Allocation:
• provides one architecture for FI and CO allocations.
• combines actual and plan.
• provides simulation capabilities.
• includes actual and predictive data (ledgers).
• presents data in a common structure.
• provides all required reporting currencies.
• shows currency breakdown.
• can be enhanced / extended.
• provides traceability of the value flow.
• simplifies the process with guided procedures and validations.
Note:
Depending on the release / feature package stack (FPS) that you are using, the screens might look
a bit different due to different Fiori themes used. You can toggle the Fiori themes under User profile
→ Settings.
2.1. Manage Allocations
The Manage Allocations app allows you to create and edit allocation cycles and allocation segments.
Functionalities include:
• Single point for maintenance of allocation cycles and segments.
• Initial screen provides list report of existing cycles for all authorized contexts (If user is authorized only
for cost center allocation, other contexts are not available for user).
• Multiple types of allocation rules manageable on segment level.
• Where used function for Cost Center/Profit Center objects.
2. Demo Story — Universal Allocation
Universal allocation is a group of apps that allows you to allocate planned or actual values from sender objects to
receiver objects. The allocated values can be primary costs and revenues, secondary costs, non-operating
expenses and incomes, balance sheet account values, and quantities. The types of allocated values, sender
objects, and receiver objects depend on the allocation context.
You use the apps to manage allocation processes, perform allocation runs, and see the results of allocations.
Universal Allocation:
• provides one architecture for FI and CO allocations.
• combines actual and plan.
• provides simulation capabilities.
• includes actual and predictive data (ledgers).
• presents data in a common structure.
• provides all required reporting currencies.
• shows currency breakdown.
• can be enhanced / extended.
• provides traceability of the value flow.
• simplifies the process with guided procedures and validations.
Note:
Depending on the release / feature package stack (FPS) that you are using, the screens might look
a bit different due to different Fiori themes used. You can toggle the Fiori themes under User profile
→ Settings.
2.1. Manage Allocations
The Manage Allocations app allows you to create and edit allocation cycles and allocation segments.
Functionalities include:
• Single point for maintenance of allocation cycles and segments.
• Initial screen provides list report of existing cycles for all authorized contexts (If user is authorized only
for cost center allocation, other contexts are not available for user).
• Multiple types of allocation rules manageable on segment level.
• Where used function for Cost Center/Profit Center objects.