168 profitability analysis config_guide_en_uk

EHP4 for SAP ERP 6.0

March 2010

English

Profitability Analysis (168)

SAP AGDietmar-Hopp-Allee 1669190 WalldorfGermany

Building Block Configuration Guide

SAP Best Practices Profitability Analysis (168): Configuration Guide

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Icons

Icon Meaning

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Example

Note

Recommendation

Syntax

Typographic Conventions

Type Style Description

Example text Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths and options.

Cross-references to other documentation.

Example text Emphasized words or phrases in body text, titles of graphics and tables.

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<Example text> Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.

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Content

Profitability Analysis.................................................................................................................. 6

1 Purpose..........................................................................................................................6

2 Preparation..................................................................................................................... 6

2.1 Prerequisites............................................................................................................6

3 Configuration..................................................................................................................6

3.1 Creating Operating Concern (Enterprise Structure).................................................6

3.2 Maintaining Characteristics – Transfer from SAP Table..........................................6

3.3 Maintaining User-Defined Characteristics................................................................7

3.4 Maintaining Value Fields..........................................................................................8

3.5 Creating Operating Concern....................................................................................9

3.6 Set Operating Concern..........................................................................................11

3.7 Assign Controlling Area to Operating Concern......................................................11

4 Master Data CO-PA.....................................................................................................12

4.1 Derivation & Valuation...........................................................................................12

4.1.1 Derivation......................................................................................................12

4.1.1.1 Define Characteristic Derivation...........................................................12

4.1.2 Valuation.......................................................................................................13

4.1.2.1 Set Up Conditions and Costing Sheets.................................................134.1.2.1.1 Create Condition Types and Costing Sheets...............................134.1.2.1.2 Assign Value Fields......................................................................14

4.1.2.2 Valuation Strategies..............................................................................154.1.2.2.1 Define and Assign Valuation Strategy..........................................15

4.1.2.3 Set Up Valuation Using Material Cost Estimate....................................164.1.2.3.1 Define Access to Standard Cost Estimates..................................164.1.2.3.2 Assign Costing Keys to Material Types........................................184.1.2.3.3 Assign Value Fields......................................................................18

5 Planning....................................................................................................................... 20

5.1 Initial Planning steps..............................................................................................20

5.1.1 Maintain Versions..........................................................................................20

5.1.2 Plan Settlement: Receiving Version in CO-PA..............................................21

5.1.3 Maintain Revaluation Keys............................................................................22

5.1.4 Define Planning Layout.................................................................................22

5.1.5 Define Planning Levels..................................................................................23

5.1.6 Define Planning Packages............................................................................24

5.1.7 Define Planning Methods (Parameter Set)....................................................24

5.1.8 Create Plan Assessment...............................................................................27

6 Flows of Actual Values.................................................................................................33

6.1 Transfer of Billing Documents................................................................................33

6.1.1 Assign Value Fields.......................................................................................33

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6.1.2 Assign Quantity Fields...................................................................................34

6.2 Order and Project Settlement................................................................................34

6.2.1 Define PA Transfer Structure for Settlement.................................................34

6.2.2 Assign PA Transfer Structure to Settlement Profile.......................................37

6.3 Direct Posting from FI/MM.....................................................................................38

6.3.1 Maintain PA Transfer Structure for Direct Posting.........................................38

6.4 Settlement of Production Variances.......................................................................39

6.4.1 Define PA Transfer Structure for Settlement.................................................39

6.5 Transfer of Overhead.............................................................................................40

6.5.1 Create Actual Assessments CCA to CO-PA.................................................40

6.6 Activate Profitability Analysis.................................................................................45

7 Information System......................................................................................................46

7.1 Define Variables for Reports..................................................................................46

7.2 Define Forms for Profitability Reports....................................................................46

7.3 Change Forms for Profitability Reports..................................................................48

7.3.1 Create New Elements...................................................................................49

7.3.2 Create Formula.............................................................................................49

7.3.3 Change Formatting.......................................................................................50

7.3.4 Hide Elements...............................................................................................50

7.4 Create Profitability Report......................................................................................51

8 Troubleshooting in CO-PA...........................................................................................52

8.1 General Troubleshooting – Regenerating the Operating Concern.........................52

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Profitability Analysis

1 PurposeThis configuration guide provides the information that you need to manually set up configuration of this building block.

If you do not want to configure manually and prefer to use an automated installation process using BC sets and other tools, refer to the installation guide for this building block.

2 Preparation2.1 PrerequisitesBefore you start installing this scenario, you must install prerequisite building blocks. For more information, see the Building Block Prerequisites Matrix for SAP Best Practices Baseline Package .

3 Configuration3.1 Creating Operating Concern (Enterprise Structure)ProcedureCarry out the following steps:

1. Access the activity using one of the following navigation options:

IMG Menu Enterprise Structure Definition Controlling Create Operating Concern

Transaction Code SM30 (enter table name V_TKEB2 and choose Maintain.)

2. On the Change View " Define Operating Concern" :Overview screen, choose New Entries.

3. In the Operating Concern field, enter your operating concern 10UK.

4. In the Name of Operating Concern field, enter .

5. Choose Save.

3.2 Maintaining Characteristics – Transfer from SAP TableProcedureCarry out the following steps:


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IMG Menu Controlling Profitability Analysis Structures Define Operating Concern Maintain Characteristics

Transaction Code KEA5

2. On the Edit Characteristic: Start screen:

a. Choose All Characteristics.

b. Choose Change.

3. In the Caution: You are processing Cross client data structures dialog box, choose Continue.

4. On the Change Characteristic: Overview screen, choose Create.

5. In the Creat Char: Assignment dialog box:

a. Select the Transfer from SAP Table option.

b. In the Table field, enter PAPARTNER.

c. Choose Create.

6. In the Reference table dialog box, select the KUNWE field and choose Confirm.

7. In the Warning dialog box, choose Enter.

8. In the Save Inspite of Warnings dialog box, choose OK.

9. On the Change Characteristic: Overview screen:

a. Choose Save.

b. Select KUNWE and choose Activate.

Repeat the steps above to create the following characteristics:

Characteristic Table

KUNRE PAPARTNER

VRTNR PAPARTNER

PAPH1 MVKE

PAPH2 MVKE

PAPH3 MVKE

BESKZ MARC

PSTYV VBAP

3.3 Maintaining User-Defined CharacteristicsProcedure Carry out the following steps:


IMG Menu Controlling Profitability Analysis Structures Define Operating Concern Maintain Characteristics


2. On the Edit Characteristic: Start screen:

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a. Choose All Characteristics.

b. Choose Change.

3. In the Caution: You are processing Cross client data structures dialog box, choose Continue.

4. On the Change Characteristic: Overview screen, choose Create.

5. In the Creat Char: Assignment dialog box:

a. Select the User defined radio button.

b. Enter WWCST in the Char. Field.

c. Select the Without value maint. radio button

d. Choose OK.

6. On the Create WWCST screen:

a. Enter Country Ship-to in the Description field.

b. Enter CST in the Short text field.

c. Enter Country Ship-to in the Heading field.

d. Enter CHAR 3 in the Data type/length field.

e. Choose Save.

7. On the Change Characteristic: Overview screen:

a Choose Save.

b Select WWCST and choose Activate.

3.4 Maintaining Value FieldsProcedure 1. Access the activity using one of the following navigation options:

IMG Menu Controlling Profitability Analysis Structures Maintain Operating Concern Value Fields


2. On the Edit Characteristic: Start screen: a Select the Value fields from operating concern radio button.

b Choose Create/Change .

3. Accept the info message.

4. On the Change Value Fields: Overview screen, make the following entries, activate and save each value field:

Value Field

Description Amount Quantity

VVFGS Free Goods X

VVSKO Cash Discount X

VVMAT Material Costs X

VVMEPMaterial external Procurement

X

VVLCV Labor Costs variable X

VVMCV Manufact. costs variable X

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Value Field

Description Amount Quantity

VVOCV Overhead costs variable X

VVLCF Labor Costs fix X

VVMCF Manufact. costs fix X

VVOCF Overhead costs fix X

VVHKV COGM variable X

VVIPV Input Price Variance X

VVIQV Input Quantity Var. X

VVRES Resource usage var. X

VVREM Remaining input var. X

VVLSV Lot Size Variance X

VVMDI Inventory Difference X

VVMPV Mixed-Price Variance X

VVOPV Output Price Var. X

VVRIV Remaining Input Var. X

VVRUV Resource-Usage Var. X

VVRVA Remaining Variance X

VVSCR Scrap X

VVMSK Marketing X

VVRDC R&D X

VVN10 Non Operating Income X

VVN20 Non Operating Expens X

VVN30 Taxes X

VV910 Rev. for Exp/Travel X

VV950 Travel expenses X

VV970 Costs third party X

VVY01 Co-Bypass Material Costs X

3.5 Creating Operating ConcernProcedureCarry out the following steps:


IMG Menu Controlling Profitability Analysis Structures Define Operating Concern Maintain Operating Concern

Transaction Code KEA02. On the Maintain operating Concern screen:

a Enter your Operating concern 10UK in the Operating Concern field.

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b Choose Create.

c Confirm the dialog box.

d In the Description field, enter the description for the operating concern.

e For Type of Profitability Analysis choose Costing-based.

f Choose Save.

g Choose Create data structure.

3. On the Create Data Structure: Characteristic screen:

a Select the following characteristics and transfer them from the Transfer from pane to the Data structure pane by choosing the left arrow button:

BESKZ, KDGRP, KUNRE, KUNWE, LAND1, PAPH1, PAPH2, PAPH3, PSTYV, VKBUR, VRTNR, WWCST

b Choose the Value field tab page.

c To transfer the following fields from the Transfer from box to the Data structure box, select the field and choose the left arrow button:

ABSMG, ERLOS, KWKDRB, KWMARB, MRABA, KWMKPR, VVFGS, RABAT, KWSKTO, VVMAT, VVMEP, VVLCV, VVMCV, VVOCV, VVLCF, VVMCF, VVOCF, VVIPV, VVIQV, VVRES, VVREM, VVLSV, VVMDI, VVMPV, VVOPV, VVRVA, VVSCR, VWGK, VTRGK, VVMSK, VVRDC, VVN10, VVN20, VVN30, VRPRS, VV910, VV950, VV970, KWBONI, VVY01

d Choose Activate.

e Choose Back.

4. In the Generate Environment dialog box, choose Yes to generate the Operating Concern Environment.

5. On the Maintain operating Concern screen:

a Choose the Attributes tab page.

b Choose Change.

c In the Operating concern currency field, enter your Currency (for example BPG, CHF).d In the Fiscal Year Variant field, enter K4.

e Choose Save.

f Choose the Environment tab page.

g Activate the client-specific part.

6. To confirm the activation, go to transaction KEA0. Enter your Operating concern (10UK) for operating concern and press Enter.

7. Choose the Environment tab page and make sure that client-specific and cross-client activation indicators are green.

3.6 Set Operating ConcernProcedure 1. Access the activity using one of the following navigation options:

IMG Menu Controlling Profitability Analysis Structures Set Operating Concern

Transaction Code KEBD

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2. On the Set Operating Concern screen, enter the necessary data.

Field Name Description User Action and Values Comment

Operating Concern

Your Operating concern (10UK)

Type of Profit. Analysis

costing-based

3. Choose Enter.

3.7 Assign Controlling Area to Operating ConcernUseThe purpose of this activity is to allocate the controlling areas that you want to be able to analyze together in Profitability Analysis to an operating concern.

Procedure1. Access the activity using one of the following navigation options:

IMG Menu Enterprise Structure Assignment Controlling Assign Controlling Area to Operating Concern

Transaction Code SPRO

2. In the Enter Field Values screen, make the following entries:

Field Value

Controlling Area Your controlling area (for example 1000)

Operating concern your Operating concern (10UK)

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4 Master Data CO-PA4.1 Derivation & Valuation4.1.1 Derivation

In this step, you set up the derivation of characteristic values. Derivation lets you find values for certain characteristics automatically based on the known values of other characteristics, where these characteristics are logically dependent on one another.

When an operating concern is generated, the system produces a standard derivation strategy containing all known dependencies between characteristics. You can display these by choosing View Display all steps.

4.1.1.1 Define Characteristic Derivation

UseThe purpose of this activity is to define the characteristic derivation for the characteristics Item Category Dummy and Intercompany Indicator.

PrerequisitesAll characteristics values have been entered and operating concern has been generated successfully.


IMG Menu Controlling Profitability Analysis Master Data Define Characteristic Derivation

Transaction Code KEDR

2. In Operating concern, enter your Operating concern (10UK) choose Enter.

3. In the Characteristic Derivation: Display Strategy screen, choose Change.

4. Choose Create.

Ship-to party

5. On the Characteristic Derivation: Change Strategy, choose Create.

6. On the Create Step dialog box, select Move and choose Enter.

7. On the Characteristic Derivation: Change Assignment screen:

a. In Step Description, enter YB01: Ship-to party.

b. In Source field enter KNDNR and choose Enter

c. In Target field enter KUNWE and choose Enter.

d. Choose Save and Back.

Ship-to party Country Ship-to

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Author, 03.01.-1,

Hỏi

Author, 03.01.-1,


8. Choose Create.

9. On the Create Step dialog box, select Table lookup and choose Enter.

10. On the Enter table name dialog box, enter KNA1 and choose Enter.

11. On the Characteristic Derivation: Change Table Lookup screen:

a. Enter YB02: Ship-to party --> Country Ship-to in the Step description field.

b. In the Source Fields for Table Lookup section, make the following settings (Settings in italics to be entered):

Origin Field Name Name Origin Field Name

KNA1 KUNNR Customer Number 1 CO-PA KUNWE

a. Enter LAND1 in the first Field name field inthe Assignment of Table Fields to Target fields section.

b. Enter WWCST in the second Field Name field in the same line.

c. Choose Save.

d. Choose Back.

4.1.2 Valuation

4.1.2.1 Set Up Conditions and Costing Sheets

4.1.2.1.1 Create Condition Types and Costing Sheets

Use The purpose of this activity is to define condition types to use in Profitability Analysis (CO-PA) and CO-PA-specific costing sheets.

Procedure 1. Access the activity using one of the following navigation options:

IMG Menu Controlling Profitability Analysis Master Data Valuation Set Up Conditions and Costing Sheets Create Condition Types and Costing Sheets

Transaction Code 8KEV

2. On the Pricing: Maintain Condition Type – Condition types screen, enter the necessary data:


Icon “Create” Doubleclick Condition type

YB01

Description Prices

Access sequence

no value

Prices X set Flag

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Mat.Master – Standard Price

X set Flag

3. Choose Save.

4. On the Pricing: Maintain Condition Type – Pricing procedure screen, enter the necessary data in the Pricing procedures section:Field Name Description User Action and

ValuesComment

Icon “Create” Doubleclick Pricing Procedure

YB1000

BP Pricing Procedure

5. Maintain the following entries:Step CnTr CTyp From To Long field label

010 00 YB01 000 000 Prices

6. Choose Save.

4.1.2.1.2 Assign Value Fields

Use In this IMG activity, you assign the CO-PA condition types you have defined to the corresponding value fields. This determines which condition types are used to value those value fields.


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IMG Menu Controlling Profitability Analysis Master Data Valuation Set Up Conditions and Costing Sheets Assign Value Fields

Transaction Code KE45

2. Make the following entries:

Operating Concern CTyp Name Field Name Description

Your Operating Concern (10UK) YB01 Prices VVMEP Material external Pr

4.1.2.2 Valuation Strategies

4.1.2.2.1 Define and Assign Valuation Strategy

Use The purpose of this activity is to define valuation strategies and assign them to a point of valuation. The quantities transfered from the invoice are valuated with the costs calculated in the product cost estimate. If a valuation strategy calls for valuation using material costing, the system uses the point of valuation to control which cost estimate is read and how the cost components are assigned to value fields in CO-PA.


IMG Menu Controlling Profitability Analysis Master Data Valuation Valuation Strategies Define and Assign Valuation Strategy

Transaction Code KE4U


Valuation Strategy

Val.strat. Name

YB1 BP val. stand. cost estimate

3. Choose Details and make the following entries:

Operating Concern Val. strategy

Sequence Appl. Costg sheet

Mat. cstg

Qty Field

your Operating concern (10UK) YB1 10 X ABSMG

your Operating concern (10UK) YB1 20 KE YB1000 ABSMG

Assignment of Valuation Strategy

Operating Concern PV Rec. Plan ver. Val.strat.

your Operating Concern (10UK)

01 F YB1

02 F YB1

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Operating Concern PV Rec. Plan ver. Val.strat.

03 F 1 YB1

03 F 2 YB1

04 F 1 YB1

04 F 2 YB1

4.1.2.3 Set Up Valuation Using Material Cost Estimate

4.1.2.3.1 Define Access to Standard Cost Estimates

Use Product Cost Planning is used to determine the planned cost of goods manufactured for a product. In Profitability Analysis (CO-PA), you can access these material cost estimates to valuate the data in CO-PA. This includes cost estimates both with and without quantity structures.


IMG Menu Controlling Profitability Analysis Master Data Valuation Set Up Valuation Using Material Cost Estimate Define Access to Standard Cost Estimates


2. On the Change view “Costing Key”: Overview screen, enter the necessary data


New entries Select Costing key Current standard

cost estimateEnter YB1BP standard cost estimate

3. Double-click on costing key YB1. On the ‘Change view costing keys: Details’ screen, enter the following data


Transfer standard cost estimate

Select

Costing variant

YPC1

Costing version

1

Period indicator

Released standard cost estimate matching goods issue date

Use line item plant as cost est. plant

Select

Exclusive access to cost estimate

Select

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4. Choose Save and Back.



New entries Select Costing key Current standard

cost estimateEnter YB2BP Plan cost estimate



Transfer standard cost estimate

Select

Costing variant

YPC2

Costing version

2

Period indicator

Material cost estimate matching to posting period

Use line item plant as cost est. plant

Select

7. Choose Save Back.



New entries Select Costing key YB3 Enter

BP Sales Order Cost Estimate



Transfer sales order cost estimate

Select

10. Choose Save and Back.

4.1.2.3.2 Assign Costing Keys to Material Types

Use This assignment determines when and for which record type and plan version which product cost estimates are to be read for a specific material type

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IMG Menu Controlling Profitability Analysis Master Data Valuation Set Up Valuation Using Material Cost Estimate AssignCosting Key to Material Types

Transaction Code KE4J

2. Enter operating concern your Operating concern (for example 10DE) and cost component structure Y1.


PV Rec.T. Plan.ver.Mat.typ Valid to C.key1 C.key2

01 F FERT 31.12.9999 YB1 YB3

02 F FERT 31.12.9999 YB1

03 F 1 FERT 31.12.9999 YB2 YB1

03 F 2 FERT 31.12.9999 YB2 YB1

04 F 1 FERT 31.12.9999 YB2 YB1

04 F 2 FERT 31.12.9999 YB2 YB1

4. Choose Save.

4.1.2.3.3 Assign Value Fields

Use The purpose of this activity is to assign the components of a cost component structure from Product Cost Controlling to the value fields of your operating concern.


IMG Menu Controlling Profitability Analysis Master Data Valuation Set Up Valuation Using Material Cost Estimate Assign Value Fields

Transaction Code KE4R

5. Enter operating concern your Operating concern (10UK) and cost component structure Y1.


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PV CCo F/V Fld name 1

01 101 1 VVMAT

01 101 2 VVMAT

01 102 3 VVY01

01 103 3 VV970

01 109 1 VVOCF

01 109 2 VVOCV

01 201 1 VVLCF

01 201 2 VVLCV

01 202 1 VVMCF

01 202 2 VVMCV

01 203 1 VVMCF

01 203 2 VVMCV

01 209 1 VVOCF

01 209 2 VVOCV

01 305 3 VTRGK

01 301 1 VVOCF

01 301 2 VVOCV

03 101 1 VVMAT

03 101 2 VVMAT

03 102 3 VVY01

03 103 3 VV970

03 109 1 VVOCF

03 109 2 VVOCV

03 201 1 VVLCF

03 201 2 VVLCV

03 202 1 VVMCF

03 202 2 VVMCV

03 203 1 VVMCF

03 203 2 VVMCV

03 209 1 VVOCF

03 209 2 VVOCV

03 305 3 VTRGK

03 301 1 VVOCF

03 301 2 VVOCV

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04 101 1 VVMAT

04 101 2 VVMAT

04 102 3 VVY01

04 103 3 VV970

04 109 1 VVOCF

04 109 2 VVOCV

04 201 1 VVLCF

04 201 2 VVLCV

04 202 1 VVMCF

04 202 2 VVMCV

04 203 1 VVMCF

04 203 2 VVMCV

04 209 1 VVOCF

04 209 2 VVOCV

04 305 3 VTRGK

04 301 1 VVOCF

04 301 2 VVOCV

7. Choose Save.

5 Planning5.1 Initial Planning steps5.1.1 Maintain Versions


IMG Menu Controlling General Controlling Organization Maintain Versions


3. On the General Version Definition screen, mark the line 0 Plan/actual version and double click Settings in Operating Concern.

4. In the Settings in Operating Concern: Details, make the following entries, choose Save and Back (2X):

Version Operating Concern

Exch. Rate Type

Derivation Date Currency Type

0 Your Operating concern

M 01/01/2008 B0

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5. On the General Version Definition screen, mark the line 1 Plan Version: Forecast and double click Settings in Operating Concern.



Exch. Rate Type



M 01/01/2008 B0

7. On the General Version Definition screen, mark the line 2 Plan Version: AOP and double click Settings in Operating Concern.



Exch. Rate Type



M 01/01/2008 B0

5.1.2 Plan Settlement: Receiving Version in CO-PA


IMG Menu Controlling Profitability Analysis Planning Integrated Planning Transfer Cost Center Planning/Process Planning Initial Steps Assign Receiver Plan Version

Transaction Code KEPV


Vsn Version Description Year Receiver Vers.

0 Plan/actual version <Actual year – 1> 0

1 Plan Version: Forecast <Actual year – 1> 1

2 Plan Version: AOP <Actual year – 1> 2

3 Plan version: revision 3 <Actual year – 1>

0 Plan/actual version <Actual year> 0

1 Plan Version: Forecast <Actual year> 1

2 Plan Version: AOP <Actual year> 2

3 Plan version: revision 3 <Actual year>

0 Plan/actual version <Actual year + 1> 0

1 Plan Version: Forecast <Actual year + 1> 1

2 Plan Version: AOP <Actual year + 1> 2

3 Plan version: revision 3 <Actual year + 1>




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3. Choose Save and go back.

5.1.3 Maintain Revaluation Keys

Use Revaluation keys are necessary to change specified value fields by certain percentages.


IMG Menu Controlling ® Profitability Analysis ® Planning ® Planning Aids ® Revaluation Key ® Maintain Revaluation Keys

Transaction Code KEF1


Rev NameYB1 Revaluation (05%)

Field Name Name Percentage

ABSMG Sales quantity 5 %

ERLOS Revenue 5 %

5.1.4 Define Planning Layout


IMG Menu Controlling Profitability Analysis Planning Manual Entry of Planning Data Define Planning Layout


2. On the Report Painter: Create Planning Layouts for Sales & Profit Planning screen, enter the necessary data.


Planning Layout

YG100

Description Plan Sales per Brand

3. Choose Enter and create the following layout:

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Product Group

Product Customer Sales Quantity Revenue

Characteristic Characteristic Characteristic Value field Value field

5.1.5 Define Planning Levels


IMG Menu Controlling Profitability Analysis Planning Planning Framework Set Up Planning Framework

Transaction Code KEPM

2. On the Planning Framework: Overview screen, right click Planning levels and choose Create Planning Level.

3. On the Create Planning Level dialog box:

a. Make the following entries:

Field Name User Action and Values

Key YB100

Description Sales Planning

b. Choose Enter to continue.

4. On the Planning Framework: Overview screen:

a. Choose the Charact. Tab.

b. Drag the following characteristics from the Characteristic list section and drop them into the Planning level section:

Description Field Name

Company Code BUKRS

Customer KNDNR

Period/year PERIO

Plant WERKS

Procurement BESKZ

ProdHier01-3 PAPH3

Product ARTNR

Record Type VRGAR

Sales Org. VKORG

Unit Sales qty ABSMG_ME

Version VERSI

c. Select the Selection tab and make the following entries:

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Characteristic From

Record type F

Unit Sales qty PC

d. Choose Save.

5.1.6 Define Planning Packages




2. On the Planning Framework: Overview screen, right click the planning level YB100 Sales Planning and choose Create Planning Package.

3. On the Create Planning Package dialog box:


Field Name User Action and Values

Key YB100



4. On the Planning Framework: Overview screen, choose Save.

5.1.7 Define Planning Methods (Parameter Set)





a. Double click the Planning level YB100 Sales Planning.

b. In the Planning methods section, right click Enter planning data and choose Create Parameter Set.

3. On the Parameter Set: Create dialog box:


Field name User Action and Values

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Key YB100




a. Choose the Settings tab.

b. Make the following entries:


Layout YG100

Currency Your currency

Distribution key currency

2

Distribution key quantities

2

Integrated Excel

Active

X

5. Choose Save to save the entries.

6. Repeat these steps in order to create Parameter sets for the methods Display Planning Data, Copy , Revaluation, Valuation and Top-down distribution.

Therefore, you must use the following entries:

Method: Display Planning Data, on the tab Settings:


Layout YG100

Currency Your currency

Method: Copy, on the tab Settings:


Valuecopy value select

Period shift 12

Actual data Select

Record type from planning package

Select

In the tab value fields, select the following fields:

© SAP AG of 52


Description Technical name

Sales quantity ABSMG

Revenue ERLOES

Method: Top Down Distribution, on the tab Settings:


Distribution methodOnly distribute” Nonassigned”

select

Period shift 12

Distribution Characteristics

Select several Update Charac.Select ARTNR, KNDNR as receiver

Actual data select

Record type from planning package

select

In the tab value fields, select the following fields :



Revenue ERLOES

Method: Valuation, on the tab Settings:


Valuation strategy” YB1



Material Costs VVMAT

Costs third party VV970

Material external Pr VVMEP

Labor Costs variable VVLCV

Manufact. costs vari VVMCV

Overhead costs varia VVOCV

Labor Costs fix VVLCF

Manufact. costs fix VVMCF

Overhead costs fix VVOCF

Method: Top Revaluation, on the tab Settings:


Revaluation key” YB1



© SAP AG of 52



Revenue ERLOES

5.1.8 Create Plan Assessment

UsePlanned data are transferred through cycles from cost center accounting.


IMG Menu Controlling Profitability Analysis Planning Integrated Planning Transfer Cost Center Planning/Process Planning Assess Cost Center Costs / Process Costs Define Structure of Cost Center Assessment/Process Cost Assessment

Transaction Code KEU7

2. On the CO-PA Create Plan Assessment Cycle: Initial Screen view:

a. Enter YB01 in the Cycle field.

b. Enter 01.01.<actual year - 1 e.g. 2009> in the Start Date field.

c. Choose Execute.

3. On the CO-PA Create Plan Assessment Cycle:Header Data view:


© SAP AG of 52


Field Name Value

To 31.12.9999

Text BP Plan Assessment CO-PA

CO-Area 1000 (or your CO Area)

TF basis 1 Costing-based Profitability Analysis

Sender version 2 Plan/actual version

b. Choose Attach segment.

4. On the CO-PA Create Plan Assessment Cycle:Segment view:

a. Create the segments according to the following table:

Tab Segment Header:Field Name Value

Segment Name YB01-01 Stores

Assessment CElem 942200

Fixed value field VVOCF

Val.Fld Var.Cst VVOCF

Sender values, Rule Posted amounts

Sender values, Share in % 100

Receiving tracing factor, Rule

Variable portions

Val.Fld/Key Fig. 5 = Revenue

Scale Neg.Factors Standard scaling

o Tab Senders/Receivers (if the product groups are not implemented, do this step later)Field Name Value

Sender, Cost Center Group 120

Receiver, ProdHier01-3 from 00001A000000000000 to 00001ZZZZZZZZZZZZZ

o Tab Receiver Tracing Factor

Field Name Value



Record Type From = F

Plan/Act.Indic. 1

Reference Version 2

© SAP AG of 52


5. Choose Save.

Field Value Segment 2

Segment Name YB01-02 Marketing


Fixed value field VVMSK

Val.Fld Var.Cst VVMSK




Fixed percentages


Receiver Company Code e.g. 1000

Reveiver Tracing Factor, Receivers Portion/Percent

100


Segment Name YB01-03 R&D


Fixed value field VVRDC

Val.Fld Var.Cst VVRDC




Fixed percentages




100


Segment Name YB01-04 Admin. Overhead


Fixed value field VWGK

Val.Fld Var.Cst VWGK




Fixed percentages

© SAP AG of 52






100

© SAP AG of 52



Segment Name YB01-5 Sales


Fixed value field VTRGK

Val.Fld Var.Cst VTRGK




Fixed percentages




100


Segment Name YB01-6 Quality Management







Fixed percentages




100


Segment Name YB01-7 Manufacturing OH







Fixed percentages

© SAP AG of 52






100


Segment Name YB01-8 Non-Operating Expense


Fixed value field VVN20

Val.Fld Var.Cst VVN20




Fixed percentages


Sender Cost Element 6200_CE



100


Segment Name YB01-9 Non-Operating Income







Fixed portion





100


Segment Name YB01-10 Taxes

© SAP AG of 52









Fixed percentages





100


Segment Name YB01-11 Cash discount


Fixed value field KWBONI

Val.Fld Var.Cst KWBONI




Fixed percentages

Sender, Cost Center 1801




100

6 Flows of Actual Values6.1 Transfer of Billing Documents6.1.1 Assign Value Fields


© SAP AG of 52


IMG Menu Controlling Profitability Analysis Flows of Actual Values Transfer of Billing Documents Assign Value Fields

Transaction Code KE4I

2. Make the following entries (XXXX, your Operating concern):

OpCo CTyp Name Val. fld Description Transfer +/-

XXXX K004 Material KWMARB Material discount

XXXX K007 Customer Discount KWKDRB Customer Discount

XXXX KP00 Pallet Discount RABAT Other Discounts

XXXX KP02 Mixed Pallet Disc. RABAT Other Discounts

XXXX PI02 Inter-company % ERLOS Revenue

XXXX PR00 Price ERLOS Revenue

XXXX R100 100% discount VVFGS Free Goods

XXXX RB00 Discount (Value) RABAT Other Discounts

XXXX RC00 Quantity Discount MRABA Quantity discount

XXXX SKTO Cash Discount KWSKTO Cash discount

XXXX VPRS Internal price VVMEP Material external Pr

XXXX YB01 Special Surcharge KWMKPR Promotion

6.1.2 Assign Quantity Fields


IMG Menu Controlling Profitability Analysis Flows of Actual Values Transfer of Billing Documents Assign Quantity Fields

Transaction Code KE4M


Operating Concern SD qty field Name CO-PA qty field Name

XXXX FKIMG Billed Quantity ABSMG Sales Quantity

6.2 Order and Project Settlement6.2.1 Define PA Transfer Structure for Settlement


© SAP AG of 52


IMG Menu Controlling Profitability Analysis Flows of Actual Values Order and Project Settlement Define PA Transfer Structure for Settlement

Transaction Code KEI1


PA Text

YR BP Research&Development

YS Services

YH BP PA Transfer Structure HT

YN Services - w/o results anal.

YT Overhead Cost Elem. Settlem.

PA PAA Text

YR 10 R&D Expenses

YS 0 Revenue

YS 10 Revenues Travel Expenses

YS 20 Labor Costs

YS 30 Travel Expenses

YS 40 Third Party Costs

YS 50 Sales Deductions

YS 60 Material Costs

YH 10 BP Revenues

YH 20 BP Costs

YN 00 Revenue

YN 20 Labor Costs

YN 30 Travel Expenses

YN 40 Third Party Costs

YN 50 Sales Deductions

YN 60 Material Costs

YT 10 Total internal order balance

PA PAA CO Area Cost Element (Group) Source

YR 10 1000 YB_ALL Costs/revenue

YR 10 1000 YB_ALL Costs/revenue

YS 0 1000 YBSP_000 Costs/revenue


© SAP AG of 52







YH 10 1000 5100_CE Costs/revenue

YH 20 1000 YBMF_004 Costs/revenue

YN 00 1000 5100_CE Costs/revenue






YT 10 1000 YB_ALL Costs/revenue

PA PAA Operating Concern

Quantity / Value

Fixed / variable Value fld

YR 10 XXXX Value field 3 VVRDC

YS 0 XXXX Value field 3 ERLOS

YS 10 XXXX Value field 3 VV910

YS 20 XXXX Value field 3 VVLCV



YS 50 XXXX Value field 3 RABAT

YS 60 XXXX Value field 3 VVMAT

YH 10 XXXX Value field 3 ERLOS

YH 20 XXXX Value field 3 VRPRS

YN 00 XXXX Value field 3 ERLOS

YN 20 XXXX Value field 3 VVLCV

YN 30 XXXX Value field 3 VV950

YN 40 XXXX Value field 3 VV970

YN 50 XXXX Value field 3 RABAT

YN 60 XXXX Value field 3 VVMAT

YT 10 XXXX Value field 3 VWGK

© SAP AG of 52


6.2.2 Assign PA Transfer Structure to Settlement Profile


IMG Menu Controlling Profitability Analysis Flows of Actual Values Order and Project Settlement Assign PA Transfer Structure to Settlement Profile



Field Entry

Settlement Profile YB00R1

To Be Settled in Full X

Allocation structure YR

PA transfer structure YR

Default object type PSG

Indicators Mark 100% Valuation, %Settlement and Equivalance numbers

Document type SA

Max.no.dist.rls 3

Residence time 3

Field Entry

Settlement Profile YBSV01


Allocation structure YL

PA transfer structure YS



Document type SA

Max.no.dist.rls 10

Residence time 3

Valid Receivers1 Settlement optional for Cost Center and Profit.Segment

Field Entry

Settlement Profile YBSV02


Allocation structure YS

PA transfer structure YS

© SAP AG of 52




Document type SA

Max.no.dist.rls 10

Residence time 3

Valid Receivers 1 Settlement optional for Profit.Segment

6.3 Direct Posting from FI/MM6.3.1 Maintain PA Transfer Structure for Direct Posting


IMG Menu Controlling Profitability Analysis Flows of Actual Values Direct Posting from FI/MM Maintain PA Transfer Structure for Direct Posting



PA Text

FI Direct Acct Assign. fr. FI/MM

PA PAA Text

FI 50 Revenues

FI 100 Scrap

PA PAA CO Area CostElement CostElement group Source

FI 50 1000 420000 Costs/revenue

FI 100 1000 YB_UK_001 Scrap


Quantity / Value

Fixed / variable

Value field

FI50 XXXX

Value field 3 ERLOS

FI100 XXXX

Value field 3 VVSCR

© SAP AG of 52


6.4 Settlement of Production Variances6.4.1 Define PA Transfer Structure for Settlement


IMG Menu Controlling Profitability Analysis Flows of Actual Values Settlement of Production Variances Define PA Transfer Structure for Settlement



PA Text

Y1 PP Variance Settlement

PA PAA Text

Y1 10 Input Price Variance

Y1 20 Input Quantity Variance

Y1 30 Resource-Usage Variance

Y1 40 Remaining Input Variance

Y1 50 Mixed-Price Variance

Y1 60 Output Price Variance

Y1 70 Lot Size Variance

Y1 80 Remaining Variance

Y1 90 Scrap

PA PAA CO Area Group name Source category

Y1 10 1000 YB_ALL Variances on production orders PRIV

Y1 20 1000 YB_ALL Variances on production orders QTYV

Y1 30 1000 YB_ALL Variances on production orders RSUV

Y1 40 1000 YB_ALL Variances on production orders INPV

Y1 50 1000 YB_ALL Variances on production orders MXPV

Y1 60 1000 YB_ALL Variances on production orders OPPV

Y1 70 1000 YB_ALL Variances on production orders LSFV

Y1 80 1000 YB_ALL Variances on production orders REMV

Y1 90 1000 YB_ALL Variances on production orders SCRP


Quantity / Value

Fixed / variable

Value field

Y1 10 XXXX 1 3 VVIPV

© SAP AG of 52


Y1 20 XXXX 1 3 VVIQV

Y1 30 XXXX 1 3 VVRES

Y1 40 XXXX 1 3 VVREM

Y1 50 XXXX 1 3 VVMPV

Y1 60 XXXX 1 3 VVOPV

Y1 70 XXXX 1 3 VVLSV

Y1 80 XXXX 1 3 VVRVA

Y1 90 XXXX 1 3 VVSCR

6.5 Transfer of Overhead6.5.1 Create Actual Assessments CCA to CO-PA


IMG Menu Controlling Profitability Analysis Flows of Actual Values Transfer of Overhead Assess Cost Center Costs / Process Costs Define Structure of Cost Center Assessment / Process Cost Assessment

Transaction Code KEU1

2. On the CO-PA Create Actual Assessment Cycle: Initial Screen view:

a. Enter YB02 in the Cycle field.

b. Enter 01.01. .<actual year-1 e.g. 2009> in the Start Date field.

c. Choose Execute.

3. On the CO-PA Create actual Assessment Cycle:Header Data view:

o Make the following entries:Field Name Value

To 31.12.9999

Text BP Actual Assessment CO-PA

CO-Area 1000 (or your CO Area)

TF basis 1 Costing-based Profitability Analysis

o Choose Attach segment.4. On the CO-PA Create actual Assessment Cycle:Segment view:

d. Create the segments according to the following table:

Tab Segment Header:

Field Name Value

© SAP AG of 52


Segment Name YB02-01 Stores







Variable portions



o Tab Senders/Receivers (if the product groups are not implemented, do this step later)Field Name Value


Receiver, ProdHier01-3 from 00001B000100000001 to 00001B000200000002

o Tab Receiver Tracing Factor

Field Name Value



Record Type From = F

Plan/Act.Indic. 0

Reference Version

5. Choose Save.


Segment Name YB02-02 Marketing


Fixed value field VVMSK

Val.Fld Var.Cst VVMSK




Fixed percentages




100


© SAP AG of 52


Segment Name YB02-03 R&D


Fixed value field VVRDC

Val.Fld Var.Cst VVRDC




Fixed percentages




100


Segment Name YG02-04 Admin. Overhead







Fixed percentages




100


Segment Name YB02-5 Sales


Fixed value field VTRGK

Val.Fld Var.Cst VTRGK




Fixed percentages

© SAP AG of 52






100


Segment Name YB02-6 Quality Management







Fixed percentages




100


Segment Name YB02-7 Manufacturing OH







Fixed percentages




100


Segment Name YB02-8 Non-Operating Expense



© SAP AG of 52






Fixed percentages





100


Segment Name YB02-9 Non-Operating Income







Fixed percentages





100


Segment Name YB02-10 Taxes







Fixed percentages




© SAP AG of 52




100


Segment Name YB02-11 Cash discount


Fixed value field KWBONI

Val.Fld Var.Cst KWBONI




Fixed percentages

Sender, Cost Center 1801




100

6.6 Activate Profitability AnalysisProcedure 1. Access the activity using one of the following navigation options:

IMG Menu Controlling Profitability Analysis Flows of Actual Values Activate Profitability Analysis

Transaction Code KEKE


COAr Name From FY Op.Concern Active Status

1000 Best Practices

<actual year e.g. 2009> XXXX 2

7 Information System7.1 Define Variables for ReportsProcedure 1. Access the activity using one of the following navigation options:

IMG Menu Controlling Profitability Analysis Information System Define

© SAP AG of 52

Author, 03.01.-1,

Thiếu( ko hiện tab


Variables for Reports

Transaction Code KE3E

2. Choose New entries.

3. Make the following entries and choose Save.

Type Variable name

Replac.

type Field name

Opt.Entry

Para-meters Description

Characteristic Value

&BISGJAHR Entry GJAHR Req. Para. To Fiscal Year

Characteristic Value

&VONGJAHR

Entry

GJAHR Req. Para. From Fiscal Year

Characteristic Value &BISPER

Entry PERDE Req. Para. To Period

Characteristic Value &VONPER

Entry PERDE Req. Para. From Period

7.2 Define Forms for Profitability ReportsProcedure 1. Access the activity using one of the following navigation options:

IMG Menu Controlling Profitability Analysis Information System Report Components Define Forms Define Forms for Profitability Reports

Transaction code KE34

2. On the Report Painter: Create Forms screen, enter the necessary data.

Field ame Description

Forms YBF140

Description Detail Actual/Plan/Diff

3. Choose Enter.

4. Build up the form with the Report Painter.

Actual data Planning data Diff. Diff.%

Sales quantity

Revenue

Rev. for Exp/Travel

Customer Discount

Material discount

Qty discount

© SAP AG of 52


Actual data Planning data Diff. Diff.%

Promotion

Free goods

Discount

Bonuses

Net Sales

Material Costs

Material external Pr

Costs third party

Labor Costs variable

Travel expenses

Manufact. costs vari

Overhead costs varia

CM I

Labor Costs fix

Manufact. costs fix

Overhead costs fix

CM II

Scrap

Variances

CM III

Bonuses

Admin. Overhead

Sales Overhead

Marketing

R&D Cost Center

CM IV

Non Operating Income

Non Operationg Expen

P&L before Tax

Taxes

P&L after Tax

Actual data:Plan/Actual Indicator 0

© SAP AG of 52


Planning data:Plan/Actual Indicator 1

Version variable

Diff.:Actual data - Plan data

Diff.%:Diff. / Actual data *100

The key figures are linked directly to the value fields.

Net Sales, CMI..CMIV are calculated by subtracting the former values.

Variances are calculated by adding all single variance value fields.

7.3 Change Forms for Profitability ReportsUseThe following steps are executed in one transaction. You can stay in the transaction until all steps of this chapter are finalized and saved.


IMG Menu Controlling Profitability Analysis Information System Report Components Define Forms Define Forms for Profitability Reports

Transaction code KE35

2. On the left side of the Report Painter : Change Forms Screen, double click on the form

Field ame Description

Form YBF140

Result

After executing the below steps “Create New Elements”, “Create Formula”, “Change Formatting “ and “Hide Elements” the form contains the line “Material Costs” which summarizes direct material costs and CO & by-pass product costs.

7.3.1 Create New Elements

UseIf new value fields are added to profitability area, these value fields are to be added as elements to the profitability report.

© SAP AG of 52

Author, 03.01.-1,

Hỏi


PrerequisiteThe transaction KE35 is executed and the report YBF140 is selected (see description above).

Procedure 3. On the right hand side of the screen select the line after the value field Direct Material Costs (this is the line

“Material external Pr”).

4. Choose Insert Element to add a new value field to the forms.

5. On the subscreen Select element type choose value field with characteristics and proceed with Enter.

6. Select the value field and choose Confirm.

Field name Description

Value Field VVY01 Co-Bypass Mat Costs

7.3.2 Create Formula

UseA new formula is entered which summarizes elements (value fields).


Procedure 7. On the right hand side of the screen select the line after the value field Direct Material Cost”.

8. Choose Insert Element to add a new value field to the forms.

9. On the subscreen Select element type choose formula and proceed with Enter.

10. On the Subscreen Enter Formula build up the following formula:

- Select formula Component “Direct Material Cost” (e.g. ID Y012, depends on client settings)- Select “+” (plus symbol)- Select formula component “CO-Bypass Mat. Costs (e.g. ID Y013, depends on client settings)

The formula line contains following entries: Y012 + Y013 (line IDs depend on client settings)

11. Choose Continue.

12. On the subscreen Text maintenance enter the following text:

Short text Medium Long

MatCosts Material Costs Material Costs

13. Proceed with Enter.

© SAP AG of 52


7.3.3 Change Formatting

UseThe formatting of the new added element has to be adopted.


Procedure 1. On the right hand side of the screen select the new added field “Material Costs”.

2. Choose Edit Element Formula:Row/column

3. On the subscreen Define which formula to use select Use row calculation and choose Enter.

7.3.4 Hide Elements

UseElements are to be hidden and are no longer shown in the profitability report.

The elements “Direct Material Costs” and “Co-Bypass Mat. Costs” should no longer be shown in the report. They are summarized in another element and should not be added as extra lines.


Procedure 1. On the right hand side of the screen select the line with the value field, which should be hidden.

2. Choose Edit Rows Hide.

Following elements are to be hidden:

Element Co-Bypass Mat Costs

Direct Material Costs

3. Save your entries and leave the transaction.

7.4 Create Profitability ReportProcedure 1. Access the activity using one of the following navigation options:

IMG Menu Controlling Profitability Analysis Information System Create Profitability Report

© SAP AG of 52



2. On the Create Profitability Report: initial screen:

a. Enter the following data:

Report YBR1040

Text Plan/Actual comparison

Report with form X

Form YBF140

b. Choose Create in Line “Report with form”.

2. In the Characteristics view select the following characteristics:

Characteristics

Country

Customer

Customer group

Plant

Product

ProdHier01-3

3. In the Variables view maintain the following values:

To Fiscal Year <actual year e.g.2009>

From Fiscal Year <actual year e.g.2009>

To Period 12

From Period 1

Sales Org. 1000

4. In the OutputType view, select Classic drilldown and Basic list: Detail.

5. Choose Save.

8 Troubleshooting in CO-PA8.1 General Troubleshooting – Regenerating the Operating

ConcernUse Regenerating the operating concern is a useful instrument in all kinds of troublesome situations in profitability analysis. While regenerating the operating concern, the system automatically provides for data consistency, which makes it possible to use this instrument of trouble shooting even after transaction data has been created.

© SAP AG of 52



IMG Menu Controlling -> Profitability Analysis -> Master Data -> Define Characteristic Derivation

Transaction KEA0

2. On the Maintain Operating Concern screen, in the Data Structure tab, choose Display Change and confirm the message regarding cross-client-settings.

3. In area Data structure, choose Change.

4. On the Edit Data Structure: Characteristics screen, choose Extras Characteristics Unlock and confirm when the dialog box appears.

5. Choose Save.

6. Choose Activate.

7. Choose Back.

8. Confirm pop-up regarding regeneration of operating concern.

ResultThe operating concern has been regenerated.

© SAP AG of 52