What is assessment in SAP FI-SL - Special Purpose Ledger?

SAP Term: assessment

• Component: FI-SL

• Component Name: Special Purpose Ledger

• Description: A business activity used to allocate quantities and amounts actual and plan values from one sender object to one or more receiver objects. The assessment process posts the sender amounts to an assessment account. The SAP system then allocates the amounts from the assessment account to the receivers - not directly from the original sender account.

Smart SAP Assistant

• Key Concepts: 
  Assessment is a process in the SAP FI-SL Special Purpose Ledger (SPL) that allows users to transfer amounts from one account to another. This process is used to adjust the balance of an account or to transfer amounts from one account to another. It is also used to adjust the balance of an account in a different currency.
  
  How to use it: 
  To use the assessment process, users must first create an assessment cycle. This cycle defines the accounts that will be affected by the assessment and the amount that will be transferred from each account. Once the cycle is created, users can then enter the assessment data into the system. The system will then calculate the amount that needs to be transferred from each account and update the balances accordingly.
  
  Tips & Tricks: 
  When creating an assessment cycle, it is important to ensure that all of the accounts involved are correctly specified. This will ensure that the correct amounts are transferred between accounts and that no errors occur during the assessment process. Additionally, it is important to ensure that all of the accounts involved are in the same currency, as this will prevent any exchange rate issues from occurring during the assessment process.
  
  Related Information: 
  The assessment process is closely related to other processes in SAP FI-SL such as posting and clearing. Additionally, it is important to note that assessments can only be performed on accounts within a single company code. For more information on assessments and other processes in SAP FI-SL, please refer to SAP’s official documentation.