Activity-based management procedure

You can use the activity-based management process to analyze an activity-based budge and the activity results.

As a result of the activity-based management:

  • The budgeted data is defined
  • The actual data is defined
  • The results are reported

Master data setup for activity-based management process

To set up the master data you must follow step 1 through step 14 specified in the Activity-based budgeting procedure topic of this user guide.

To process the activity-based management data

  1. Access the Integration Scheme for Standard Cost Calculation (tffbs1530m000) session, specify this information:
    • Reference Unit
    • Rate/Surcharge link with Standard Cost Calc.
    • Operation Rate
    • Item
    • Item Group
  2. Access the Import Actual Performance (tfcat2220m000)session, click Import to import the actual performance data from Infor ERP LN Logistics.
  3. Specify the actual performance data by dimension/reference unit combination in the Actual Performance (tfcat2120m000) session.
  4. Click Import in the Import Actual Costs from GLD (tfcat2210m000) session to import the cost data from the General Ledger (GLD) for each fiscal period.
  5. Access the Allocation Relations (tfcat4500m000) session, specify this information:
    • Relation
    • Period
    • Budget
    • Destination Dimension
    • Destination Reference Unit
    • Source Dimension
    • Source Reference Unit
  6. Click Cost Allocation in the Process Cost Allocation (tfcat4210m000) session to determine the allocation rates.
  7. Click Integrate in the Integrate and/or Post Cost Allocation Results (tfcat4211m000) session to integrate the results of budget relation with the finalized budget.
  8. Click Generate in the Generate Bill of Activities (tfcat5201m000) session to generate the bill of activities for the actual period based on the defined actual allocation relations.
  9. Review the data in the Bill of Activities (tfcat5501m000) session. You can also view the consumption rate (percentage) that a destination dimension consumes for a certain activity. The data is displayed by dimension (destination relation) and by activity (source relation).
  10. Click Print in the Print Activity Results (tfcat5402m000) session to print an analysis of the activity costs.
  11. Review the actual cost data imported from General Ledger (GLD) using the Actual Costs by Reference Unit (tfcat2510m000) session.