User-Defined SAF Concepts

You create user-defined SAF concepts (25.3.7.1) based on your business requirements. You must manually create both the concept and the SAF codes for user-defined SAFs and then select the code or define defaults.

User-defined SAF concepts are normally applied only to financial transactions, although you can also used them with Fixed Assets. Like system concepts, you can include a maximum of five user-defined SAF concepts in each SAF structure, and you can use the same user-defined SAF concept in different SAF structures.

You can create user-defined SAF analysis to track specific costs arising from any type of financial transaction.

Important: If you intend to use a particular cost center and project within the same transactions, ensure that only one of the elements has SAF analysis. If a posting line contains both a project and a cost center, and both have SAF structures, only the cost center SAFs are used and the project SAFs are ignored.

You want to create an SAF analysis system for insurance and maintenance costs for company vehicles. Set up the structure, concepts, and codes in the following way:


SAF Concept	SAF Code	SAF Code Description
Vehicle	MSL500	Mercedes SL500 HIJ8976
	F150WDS	Ford F-150 WDS 2114
	F150JKN8997	Ford F-150 JKN 8997
	FRangerDDT3452	Ford Ranger DDT3452
	TTLQW5674	Toyota Tacoma LQW5674
Fuel	Gasoline	Gasoline
	Diesel	Diesel
	LPG	LPG
Usage	CompanyCar	Company Car
	Truck	Truck
	Personal	Personal

2 Add these concepts and codes to an SAF structure called VEHCOSTS.

3 Link the structure to GL cost accounts for company vehicle insurance and company vehicle maintenance.

You can analyze vehicle insurance and maintenance costs by applying SAF analysis to these two accounts. By creating an SAF structure that can be applied to both accounts, you avoid the need to create multiple accounts for both types of cost, and also the need to create a customized SAF structure for each account.

4 When you receive an invoice from the your insurance supplier, you match the invoice amount with the 01VEHINS account, enabling the SAF analysis.

When the posting is created, the SAF concepts and default codes display; you can change them as needed.

When you post this transaction, the transaction records retains the SAF information you defined and you can then use the SAF codes for filtering in reports.