Configuring Internal Order Types in SAP FICO

Internal order types in SAP FICO are used to classify and control different kinds of internal orders, such as investment orders, overhead orders, or project orders. This step-by-step guide explains how to configure internal order types with examples to illustrate the process.

Step 1: Access Internal Order Configuration

To begin configuring internal order types:

  • Log into SAP and navigate to the IMG (Implementation Guide) using transaction code SPRO.
  • Follow the path: Controlling > Internal Orders > Order Master Data > Define Order Types.

Example: After selecting "Define Order Types," the system displays a list of existing order types.

Step 2: Create a New Internal Order Type

Define a new order type or modify an existing one:

  • Click on New Entries to create a new order type.
  • Enter a unique Order Type Code (e.g., IO01).
  • Provide a Description, such as "Overhead Cost Orders".
  • Specify a Category to define the purpose of the order (e.g., 01 - Overhead Orders).

Example: A new order type "IO01 - Overhead Cost Orders" is created with category "01".

Step 3: Configure Control Parameters

Set the control parameters for the order type:

  • Define the Settlement Profile, which determines how costs are allocated (e.g., to a cost center or asset).
  • Set the Budget Profile if budgeting is required.
  • Enable Availability Control to monitor costs against budgets.
  • Assign a Number Range for internal order numbers (e.g., 01).

Example: The settlement profile "ZSET" and budget profile "BUDG1" are assigned to order type "IO01".

Step 4: Assign Field Selection Group

Control the fields visible and editable for internal orders of this type:

  • Select the Field Selection Group for master data fields (e.g., make "Responsible Cost Center" mandatory).
  • Define which fields should be hidden, displayed, or required during order creation.

Example: For "IO01," the "Responsible Cost Center" is set as a required field.

Step 5: Test the Configuration

Create a test internal order using the configured type:

  • Use transaction code KO01 to create an internal order.
  • Enter the Order Type (e.g., IO01).
  • Fill in mandatory fields such as Cost Center, Company Code, and Validity Dates.
  • Save the internal order.

Example: An internal order "1000001" is created using order type "IO01" for overhead costs.

Step 6: Validate the Configuration

Verify that the internal order type behaves as expected:

  • Check if cost postings to the order are allowed.
  • Run settlement using transaction code KO88 to ensure costs are allocated correctly.
  • Use reports like S_ALR_87012993 to review order details and costs.

Example: Costs posted to order "1000001" are correctly settled to the assigned cost center.

Conclusion

Configuring internal order types in SAP FICO enables effective tracking and management of specific costs. By following these steps, you can set up internal order types tailored to your organization's needs and ensure accurate cost control and reporting.




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