Controlling-Profitability Analysis with SAP

... Acknowledgments ... 15

... Preface ... 17

1 ... Introduction and Overview ... 19
... 1.1 ... The Purpose of This Book ... 21
... 1.2 ... How This Book Is Organized ... 23
... 1.3 ... Summary ... 25

2 ... Basics of Profitability Analysis ... 27
... 2.1 ... Fundamental Principles ... 27
... 2.2 ... Profitability Analysis as Multidimensional Analysis ... 29
... 2.3 ... The Profitability Analysis Process ... 31
... 2.4 ... Break-Even Analysis ... 33
... 2.5 ... Cost Classifications ... 34
... 2.6 ... Summary ... 37

3 ... Introducing CO-PA with SAP ... 39
... 3.1 ... General Overview of CO-PA ... 39
... 3.2 ... The SAP Profitability Model ... 43
... 3.3 ... Components of CO-PA ... 47
... 3.4 ... Working with SAP Operating Concern Templates ... 58
... 3.5 ... Manually Activating an Operating Concern and Setting It as Current ... 78
... 3.6 ... Summary ... 81

4 ... Configuring Costing-Based CO-PA ... 83
... 4.1 ... General CO-PA Overview ... 83
... 4.2 ... Costing-Based CO-PA versus Account-Based CO-PA ... 85
... 4.3 ... Creating Characteristics and Value Fields ... 88
... 4.4 ... Maintaining an Operating Concern ... 96
... 4.5 ... Defining Profitability Segments and CO-PA Exceptions ... 104
... 4.6 ... Operating Concern Attributes Tab ... 111
... 4.7 ... Assigning a Controlling Area to an Operating Concern ... 114
... 4.8 ... Activating CO-PA in R/3 or SAP ERP ECC 6.0 ... 121
... 4.9 ... CO-PA: Additional Functionalities ... 126
... 4.10 ... Performing CO-PA Transports ... 132
... 4.11 ... Summary ... 146

5 ... Master Data in CO-PA ... 149
... 5.1 ... Components of Master Data Menus in CO-PA ... 149
... 5.2 ... Maintaining Characteristic Values ... 151
... 5.3 ... Working with Valuation Methods ... 189
... 5.4 ... Valuation Strategies ... 207
... 5.5 ... Summary ... 213

6 ... Introduction to CO-PA Planning ... 215
... 6.1 ... Overview ... 215
... 6.2 ... The Framework of Corporate Planning: Sales and Profit Planning in CO-PA ... 218
... 6.3 ... Planning with CO-PA or SAP NetWeaver BI ... 221
... 6.4 ... A First Look at the CO-PA Planning Framework ... 224
... 6.5 ... Number Ranges for Planning Data ... 229
... 6.6 ... Maintaining Versions ... 230
... 6.7 ... Planning with the CO-PA Planning Framework ... 232
... 6.8 ... The Report Painter and CO-PA Planning Layouts ... 249
... 6.9 ... Planning Profiles ... 254
... 6.10 ... Summary ... 260

7 ... CO-PA Planning: Configuration ... 261
... 7.1 ... Basic Planning Methods in the CO-PA Planning Framework ... 261
... 7.2 ... Planning Sequences ... 293
... 7.3 ... Configuring CO-PA Assessments Cycles ... 295
... 7.4 ... Top-Down Distribution ... 311
... 7.5 ... Summary ... 316

8 ... Flows of Actual Values: Transferring Actual Data into CO-PA ... 319
... 8.1 ... Overview ... 320
... 8.2 ... General Review of the CO-PA Flows of Actual Values Menu ... 322
... 8.3 ... Transfer of Incoming Sales Orders ... 324
... 8.4 ... Transfer of Billing Documents ... 338
... 8.5 ... Order and Project Settlement ... 341
... 8.6 ... Direct Posting from FI/MM ... 350
... 8.7 ... Settlement of Production Variances ... 358
... 8.8 ... Transfer of Overhead ... 360
... 8.9 ... Summary ... 362

9 ... CO-PA Reporting: Basics ... 363
... 9.1 ... CO-PA Reporting Scenarios ... 364
... 9.2 ... Working with Reports in CO-PA ... 367
... 9.3 ... Working with Forms ... 384
... 9.4 ... Summary ... 390

10 ... CO-PA Reporting: Configuration ... 391
... 10.1 ... Predefining Headers and Footers ... 391
... 10.2 ... Defining Variables in Reports ... 400
... 10.3 ... CO-PA Reporting: Best Practices ... 409
... 10.4 ... Summary ... 434

11 ... Working with Account-Based CO-PA ... 435
... 11.1 ... Differences between Costing-Based and Account-Based CO-PA ... 435
... 11.2 ... Sales and Profit Planning ... 456
... 11.3 ... External Data Transfer ... 456
... 11.4 ... Summary ... 456

12 ... Tips and Tricks with CO-PA ... 459
... 12.1 ... Integrate Planning Layouts with Microsoft Excel ... 459
... 12.2 ... Working with Summarization Levels ... 462
... 12.3 ... Performing Report Splitting ... 469
... 12.4 ... Working with the Report-Report Interface (RRI) ... 471
... 12.5 ... Final Tips ... 476
... 12.6 ... Summary ... 477

13 ... Enhancing CO-PA with SAP BusinessObjects Tools ... 479
... 13.1 ... CO-PA Integration with SAP Business Analytics ... 480
... 13.2 ... SAP BusinessObjects Integration with CO-PA Structures ... 489
... 13.3 ... Comparing SAP BusinessObjects Planning and Consolidation (BPC) and CO-PA ... 492
... 13.4 ... SAP High Performance Analytic Appliance (HANA) and In-Memory Computing ... 511
... 13.5 ... Summary ... 526

14 ... Concluding Remarks ... 529

... Appendices ... 533
... A ... Glossary ... 535
... B ... Bibliography ... 539
... C ... The Author ... 541

... Index ... 543