Create a cost rollup policy

This procedure shows how to create a cost rollup policy and create rules for the policy. The demo data used to create this procedure is USP2.

Create a policy

1. Go to Cost accounting > Policies > Cost rollup policies.
2. Click New.
3. In the Policy name field, type a value.
4. In the Description field, type a value.
5. In the Cost object dimension hierarchy field, enter or select a value.
   • Select Cost rollup CC.
6. In the Cost element dimension hierarchy field, enter or select a value.
   • Select Cost rollup CC.
7. Click Save.

Create rules for the cost rollup policy

1. Click New.
2. In the list, mark the selected row.
3. In the Cost object dimension hierarchy node field, enter or select a value.
   • Select 007.
4. In the Cost element dimension hierarchy node field, enter or select a value.
   • Select Cost rollup CE.
5. In the Secondary cost element field, enter or select a value.
   • For this example, map the secondary cost element CC-007 to the cost center.
6. Click New.
7. In the list, mark the selected row.
8. In the Cost object dimension hierarchy node field, enter or select a value.
   • Select 008.
9. In the Cost element dimension hierarchy node field, enter or select a value.
   • Select Cost rollup CE.
10. In the Secondary cost element field, enter or select a value.
    • For this example, map the secondary cost element CC-008 to the cost center.
11. Click New.
12. In the list, mark the selected row.
13. In the Cost object dimension hierarchy node field, enter or select a value.
    • Select 009.
14. In the Cost element dimension hierarchy node field, enter or select a value.
    • Select Cost rollup CE.
15. In the Secondary cost element field, enter or select a value.
    • For this example, map the secondary cost element CC-009 to the cost center.
    • Continue until all cost centers are mapped to their corresponding secondary cost elements.
16. Click Save.