Prerequisites

Set up the overhead attributes as required in the Joint Venture Master program (P09J30).

Set up business unit attributes.

Ensure that the operational status of the joint venture and business unit have been entered for the month for which you are performing the overhead calculation.

Set up account groups.

set up escalation index.

Set up overhead rule.

Assign overhead rules.

Set up these processing options for the Calculation Overhead program (R09J408):

Date for Data Selection (Release 9.2 Update): Specify the date (G/L Date or Service/Tax Date) that the system uses to select transactions for overhead calculation. The system uses this processing option to select the transactions and calculates the overhead for the calendar month and calendar year specified in the Calendar Month and Calendar Year processing options. If this processing option is left blank, the G/L Date is used.

Note: Ensure that you select the appropriate value in the Date for Data Selection processing option. If you switch between the values (G/L Date and Service/Tax Date), the system might consider same general entries (F0911) for two different months resulting in over charging or the system might not consider few general entries (F0911) for the overhead calculation resulting in incorrect overhead amount.
Calendar Month: Specify the month for overhead calculation. if this option is left blank, then the calendar month of the system date is used.
Calendar Year: Specify the year for overhead calculation. If this option is left blank, then the calendar year of the system date is used.
Business Unit: Specify a business unit for overhead calculation. if this processing option is left blank, then overhead is calculated for all the business units that are part of the Joint Venture(s) specified as overhead calculations in the data selection.

Set up data selection to include the joint ventures for which you want to calculate overhead.