Profitability Analysis with SAP S/4HANA

Whether you're running account-based or costing-based CO-PA, this is your one-stop shop for profitability analysis with SAP S/4HANA! Get the step-by-step instructions you need for configuring master data, operating concerns, value flows, and setting up your system. From planning to reporting, this guide has the key to each step of your profitability operations. With this guide to CO-PA, you're ready for SAP S/4HANA!

a. Configuration
Customize CO-PA to your business needs! Configure your operating concerns and characteristics. From actual data flow to data enrichment, learn how to set up account-based (now known as margin analysis) or costing-based in SAP S/4HANA work for you.
b. User Operations
Once your system is set up, you can get down to business. Follow detailed steps and screenshots for sales, COGS, and overhead cost planning in SAP S/4HANA. Get the details you need, for account-based planning and costing-based planning, this guide has you covered.
c. Reporting
Master the basics of profitability reporting. Then learn how to utilize tools like predictive accounting for your profitability analysis, and explore CDS views, ABAP reports, and SAP HANA Live.

1) Master data
2) Organizational data
3) Planning
4) Reporting
5) Actual value flows
6) Cost center assessment
7) Data enrichment
8) Account-based CO-PA (margin analysis)
9) Costing-based CO-PA
10) SAP Fiori and SAP GUI

Run key profitability reports using SAP Fiori and SAP GUI

Auteur
Kathrin Schmalzing is a manager at EY, where she specializes in FI and CO implementations, business process analysis and transformation, and value flow analysis. Kathrin has been working in CO for 15 years.

Contenu
... Introduction ... 13

... Target Group ... 13

... Objective and Content ... 14

... Acknowledgments ... 15

1 ... Introduction to Profitability Analysis ... 17

1.1 ... Purpose of Profitability Analysis ... 17

1.2 ... Profitability Concepts ... 19

1.3 ... Types of Profitability Analysis ... 24

1.4 ... Technical Setup ... 34

1.5 ... Summary ... 37

2 ... Configuring the Operating Concern and Basic Settings for Profitability Analysis ... 39

2.1 ... Creating the Operating Concern ... 39

2.2 ... Activation of Profitability Analysis ... 50

2.3 ... Currencies in the Operating Concern ... 52

2.4 ... Creating an Extension Ledger for Profitability Analysis ... 54

2.5 ... Creating Number Ranges for Profitability Analysis ... 58

2.6 ... Assigning Versions to the Operating Concern ... 61

2.7 ... Set Operating Concern ... 63

2.8 ... Transporting the Operating Concern ... 64

2.9 ... Summary ... 68

3 ... Configuring Characteristics ... 69

3.1 ... Characteristics ... 71

3.2 ... Characteristics Derivations ... 90

3.3 ... Summary ... 143

4 ... Configuring Value Fields and Quantity Fields for Costing-Based Profitability Analysis ... 145

4.1 ... Value Fields ... 145

4.2 ... Quantity Fields ... 149

4.3 ... Assign Value Fields and Quantity Fields to the Operating Concern ... 151

4.4 ... Summary ... 154

5 ... Configuring Value Flows for Margin Analysis ... 155

5.1 ... Predictive Accounting ... 156

5.2 ... Billing Data Transfer ... 168

5.3 ... Costs of Goods Manufactured in Margin Analysis ... 178

5.4 ... Splitting the Cost of Goods Sold ... 179

5.5 ... Variance Calculation ... 187

5.6 ... Attributed Profitability Segments ... 206

5.7 ... Order Settlement ... 214

5.8 ... Cost Center Assessment ... 223

5.9 ... Direct Account Assignment ... 236

5.10 ... Summary ... 239

6 ... Configuring Value Flow for Costing-Based Profitability Analysis ... 241

6.1 ... Transfer of Incoming Sales Orders ... 244

6.2 ... Billing Data Transfer ... 257

6.3 ... Costs of Goods Manufactured ... 273

6.4 ... Cost of Goods Sold Transfer and Split ... 276

6.5 ... Variance Calculation ... 304

6.6 ... Order Settlement ... 323

6.7 ... Cost Center Assessment ... 335

6.8 ... Direct Account Assignment ... 352

6.9 ... Summary ... 357

7 ... Planning ... 359

7.1 ... Planning in Margin Analysis ... 360

7.2 ... Planning in Costing-Based Profitability Analysis ... 372

7.3 ... Summary ... 409

8 ... Reporting ... 411

8.1 ... Profitability Analysis Reporting Basics ... 411

8.2 ... Predictive Accounting ... 414

8.3 ... Show Line Items ... 430

8.4 ... Profitability Analysis Reporting ... 449

8.5 ... Other Reporting Possibilities with Development ... 463

8.6 ... Summary ... 466

A ... Changes to the Data Model ... 469

B ... Additional Sources of Information ... 471

C ... The Author ... 473

... Index ... 475