Overhead Calculation Using Fixed Percent Method

To calculate overhead amount using the fixed percent charging method, the system:

1. Retrieves percentage, basis, and minimum overhead chargeable amount from the Overhead Detail table (F09J51).

2. Selects the eligible account from the Overhead Rules Detail - Methods table (F09J51) or Account Groups table (F09J53).

3. Selects the general ledger transactions from F0911 table for the account or account range.

   When calculating overhead using the fixed percent and fixed percent with sliding scale methods, the system needs to determine which journal entries must be selected if an account group is used. First, the system determines all the accounts that will be included based on the inclusion rules, and then from this list of included accounts, the system removes the accounts specified in the exclusion rules.

   Note: Only records with posted code P, and ledger type AA are selected for calculation.

4. The general ledger transaction amounts are converted to joint venture company currency, if the currency is different, and then the percentage is applied on the accumulated amount.

5. Compares the calculated amount (after the percentage is applied) with the minimum overhead chargeable amount. If the calculated amount is less than the minimum overhead chargeable amount, the system updates the minimum amount as overhead amount to the Overhead calculation table.

   If the minimum amount is not available, the system updates the calculated amount as overhead amount to the Overhead Calculation table.