SAP ECC 6.

00 June 2007 English

J17: Profitability Analysis
Business Process Procedure

SAP AG Dietmar-Hopp-Allee 16 69190 Walldorf Germany

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upgrade and database tools. names of variables and parameters as well as names of installation.SAP Best Practices J17: Profitability Analysis . These are words or characters that you enter in the system exactly as they appear in the documentation. paths and options. These include report names. function keys (such as F2) or the ENTER key. pushbuttons as well as menu names. Exact user entry. program names. for example. This includes file and directory names and their paths. when surrounded by body text. Example text EXAMPLE TEXT Emphasized words or phrases in body text. Example text EXAMPLE TEXT Example text <Example text> © SAP AG Page 3 of 11 .BPP Icons Icon Meaning Caution Example Note Recommendation Syntax Typographic Conventions Type Style Example text Description Words or characters that appear on the screen. table names. Pointed brackets indicate that you replace these words and characters with appropriate entries. and individual key words of a programming language. Cross-references to other documentation. titles of graphics and tables. screen titles. These include field names. SELECT and INCLUDE. source code. transaction codes. messages. Names of elements in the system. Variable user entry. for example. Keys on the keyboard. Screen output.

......2 Organizational and Master Data........................................6 2..........................................5 2 Business Process Procedures ..................................SAP Best Practices J17: Profitability Analysis ....6 2....7 Displaying Data .............................................................3 Entering Planning Data for Current Fiscal Year 2007......11 © SAP AG Page 4 of 11 .................................................1 Copying Last Year’s Sales Data......................1 Process Flow...............8 Executing Report......................................................................................................................................................................5 1.............................................................................................................5 Displaying Data ..5 1....................6 2............................................................................2 Displaying Data ............................................4 Forecasting Planning Data for Fiscal Year 2008.............................................................................9 2...7 2......................................................................................................................................................................8 2....................................................BPP Contents 1 Purpose..........................................................................................................................................................6 Increasing Sales and the Dependent Values by 5 Percent by Revaluating Planning Data for Fiscal Year 2008........................................................................................10 2.................9 2......................

• Display of values in reporting After the planning cycle the planned data should be reported by using a CO-PA report to show the results of the planning functions. 1. The organization has one central Controlling department that calculates and plans the sales quantities and the revenues.2 Organizational and Master Data The following organizational and master data is required for the scenario: Field Name Operating concern Controlling area Value BPPH BP01 Description Best Practices Best Practices © SAP AG Page 5 of 11 .BPP Profitability Analysis 1 Purpose A manufacturer of many product groups runs an SAP system in one sales organization. (If there is no historical data in the system. see the CO-PA online help in the SAP system. After this step. This document describes all the steps necessary to run through the scenario. The planning data for the fiscal year like 2007 is entered by copying the sales data from last year and changing them with the manual planning function. The planning data for the fiscal year 2008 would be generated from planned data from the previous year (in this scenario. • Operative sales and revenue planning in system module CO-PA for fiscal year 2008 The sales and revenue planning using historical data should be generated in CO-PA for the fiscal year 2008. the sales quantity and the corresponding revenues for each product group are changed manually for fiscal year 2007. For more information. The planning horizon comprises two fiscal years. this would be the FY 2007). 1. The planning values are determined from the planned values from the fiscal year 2007 using the planning function Forecast and revaluated with the planning function Revaluation from the CO-PA component. you have to enter everything manually).SAP Best Practices J17: Profitability Analysis .1 Process Flow • Operative sales and revenue planning in system module CO-PA for fiscal year 2007 The sales quantity and the corresponding revenues for each product group are copied from last year’s sales data. for the subsequent fiscal year like 2008 the planning data is generated using the planned data from the fiscal year 2007.

On the Planning Framework: Overview screen.1 Copying Last Year’s Sales Data Make sure that the operating concern is activated. and then Update run from the Planning Framework: Overview dialog box. 6. activate the operating concern. 2. expand the structure in the Planning Levels screen area until you can see all entries. 4. Double-click entry YGB2007. Access the activity using the following navigation option: © SAP AG Page 6 of 11 . Access the activity using the following navigation option: Option 1: SAP Graphical User Interface (SAP GUI) SAP menu Transaction code Accounting → Controlling →Profitability Analysis→ Planning → Edit Planning Data KEPM Option 2: SAP NetWeaver Business Client (SAP NWBC) via AIO role AIO role (Name) AIO role menu SAP_AIO_COSTACC-S (Cost Accountant) Cost Accounting → Planning → Planning Framework: Overview 2.SAP Best Practices J17: Profitability Analysis .Copy Actual Values. Right click YGB .2006’ ‘To’ ‘012. enter BPPH for the operating concern and choose Enter. expand structure 10 TACTICAL PLANNIN”  Copy in the Planning Methods screen area. click tab ‘Settings’ and fill in the field ‘From Period’ ‘001.2 Displaying Data Procedure 1. Then save the data (Ctrl + S). Double-click on function YGB . 7.BPP Company Code Plant BP01 BP01 Best Practices Production Plant BP01 2 Business Process Procedures 2. In the coming right-side screen. If the Set Operating Concern dialog box is coming up. The Planning Framework: Information window then appears: Choose Continue.2006’. which subsequently appears.Copy Actual Values and choose ‘Change parameter set’. To copy the planning data from the actual data of the year 2006. 3. If in the transaction a dialog box is coming up showing a red traffic light for the operating concern. 5. Procedure 1.

TACTICAL PLANNING. which affect the fiscal year 2007.3 Entering Planning Data for Current Fiscal Year 2007 Procedure 1.DISPLAY PLANNING DATA. choose the planning level 10 .PLAN BRAND 2007 for the fiscal year 2007. Double-click entry YGB2007. On the Planning Framework: Overview screen.BPP Option 1: SAP Graphical User Interface (SAP GUI) SAP menu Transaction code Accounting → Controlling →Profitability Analysis→ Planning → Edit Planning Data KEPM Option 2: SAP NetWeaver Business Client (SAP NWBC) via AIO role AIO role (Name) AIO role menu SAP_AIO_COSTACC-S (Cost Accountant) Cost Accounting → Planning → Planning Framework: Overview 2. expand Display planning data in the Planning Methods screen area and double-click the parameter Set YGB . Access the activity using the following navigation option: Option 1: SAP Graphical User Interface (SAP GUI) SAP menu Transaction code Accounting → Controlling →Profitability Analysis→ Planning → Edit Planning Data KEPM Option 2: SAP NetWeaver Business Client (SAP NWBC) via AIO role AIO role (Name) AIO role menu SAP_AIO_COSTACC-S (Cost Accountant) Cost Accounting → Planning → Planning Framework: Overview 2. For all planning methods. 3. If the Set Operating Concern dialog box is coming up. To display the planning data. 3.SAP Best Practices J17: Profitability Analysis . choose the Planning Levels screen area and in the Planning Levels selection tree. expand the structure in the Planning Levels screen area until you can see all entries. enter BPPH for the operating concern and choose Enter. © SAP AG Page 7 of 11 . Then select with double-click the planning package YGB2007 . you must choose the planning package YGB2007 –“PLAN BRAND 2007. 4. 4. On the Planning Framework: Overview screen. enter BPPH for the operating concern and choose Enter. 2. If the Set Operating Concern dialog box is coming up.

To enter the planning data from the actual data for the year 2007.1. which affect the fiscal year 2008.ENTER PLANNING DATA.4 Forecasting Planning Data for Fiscal Year 2008 Use The sales and revenue planning for the fiscal year 2008 should be created. Procedure 1. Right click YGB .2. expand Forecast in the Planning Methods screen area. On the Change Sales and Profit Plan: Aggregated values Screen.SAP Best Practices J17: Profitability Analysis .PLAN BRAND 2008 for the fiscal year 2008.2 1.FORECAST PLANNING DATA and choose ‘Change parameter set’.TACTICAL PLANNING. You are estimating a 5 percent increase in sales quantity and revenue and want to set up the planning for the subsequent fiscal year in the SAP system. expand structure 10 TACTICAL PLANNING  Enter planning data in the Planning Methods screen area. Sales quantity 100 200 300 Revenue 500 500 500 2. make the following entries. 6. Doubleclick on function YGB .1. choose planning level 10 .BPP 5. 3. you must choose the planning package YGB2008 –“PLAN BRAND 2008. To forecast the planning data from the planned data for year 2007. Choose Save. choose the Planning Levels screen area and in the Planning Levels selection tree. Then select with double-click the planning package YGB2008 .1 1. For all planning methods. To do this you use the CO-PA functions ‘Forecast’ and ‘Revaluation’.1 7. On the Planning Framework: Overview screen. Access the activity using the following navigation option: Option 1: SAP Graphical User Interface (SAP GUI) SAP menu Transaction code Accounting → Controlling → Profitability Analysis → Planning → Edit Planning Data KEPM Option 2: SAP NetWeaver Business Client (SAP NWBC) via AIO role AIO role (Name) AIO role menu SAP_AIO_COSTACC-S (Cost Accountant) Cost Accounting → Planning → Planning Framework: Overview 2. © SAP AG Page 8 of 11 . Sales Plan Brand 1.

2. which subsequently appears.5 Displaying Data Procedure 1.2007’.6 Increasing Sales and the Dependent Values by 5 Percent by Revaluating Planning Data for Fiscal Year 2008 Use You generate a 5 percent increase in the planning data by using the Revaluation planning function.BPP 4.DISPLAY PLANNING DATA. expand Display planning data on the Planning Methods screen area and double-click the parameter Set YGB .SAP Best Practices J17: Profitability Analysis . choose planning level 10 . which affect the fiscal year 2008. 4. To actually generate the planning data for fiscal year 2008. 3. enter BPPH for the operating concern and choose Enter. 5. you must choose the planning package YGB2008 – PLAN BRAND 2008.2007’ ‘To’ ‘012. Access the activity using the following navigation option: Option 1: SAP Graphical User Interface (SAP GUI) SAP menu Transaction code Accounting → Controlling →Profitability Analysis→ Planning → Edit Planning Data KEPM Option 2: SAP NetWeaver Business Client (SAP NWBC) via AIO role AIO role (Name) AIO role menu SAP_AIO_COSTACC-S (Cost Accountant) Cost Accounting → Planning → Planning Framework: Overview 2.TACTICAL PLANNING. In the coming right-side screen. Then save the data (Ctrl + S). On the Planning Framework: Overview screen. and then Update run from the Planning Framework: Overview dialog box. For all planning methods. To display the planning data. you must carry out an update run once. 2. If the Set Operating Concern dialog box is coming up.PLAN BRAND 2008 for the fiscal year 2008. click tab ‘Settings’ and fill in the field ‘From Period’ ‘001. Then select with double-click the planning package YGB2008 . Double-click the parameter Set YGB FORECAST PLANNING DATA. The Planning Framework: Information window then appears: Choose Continue. © SAP AG Page 9 of 11 . choose the Planning Levels screen area and in the Planning Levels selection tree.

choose 10 .PLAN BRAND 2008.7 Displaying Data Procedure 1. To increase the planning data for 2008 by 5 percent. 4. For all planning methods. Then select planning package YGB2008 . Access the activity using the following navigation option: Option 1: SAP Graphical User Interface (SAP GUI) SAP menu Transaction code Accounting → Controlling → Profitability Analysis → Planning → Edit Planning Data KEPM Option 2: SAP NetWeaver Business Client (SAP NWBC) via AIO role AIO role (Name) AIO role menu SAP_AIO_COSTACC-S (Cost Accountant) Cost Accounting → Planning → Planning Framework: © SAP AG Page 10 of 11 . 5. and then Update run from the Planning Framework: Overview dialog box.SAP Best Practices J17: Profitability Analysis .BPP Procedure 1. which subsequently appears. this is the case any time you try to change sections. 2. you must carry out an update run once. To actually increase the planning data for the fiscal year 2008 by 5 percent. expand Revaluation in the Planning Methods screen area and then select the parameter Set YGB . Access the activity using the following navigation option: Option 1: SAP Graphical User Interface (SAP GUI) SAP menu Transaction code Accounting → Controlling →Profitability Analysis→ Planning → Edit Planning Data KEPM Option 2: SAP NetWeaver Business Client (SAP NWBC) via AIO role AIO role (Name) AIO role menu SAP_AIO_COSTACC-S (Cost Accountant) Cost Accounting → Planning → Planning Framework: Overview 2. The Planning Framework: Information window then appears: Select Continue.“PLAN BRAND 2008” for the fiscal year 2008 with double-click. On the Planning Framework: Overview screen. you must choose the planning package YGB2008 . Choose Save.REVALUATION PLANNING DATA with a double-click."TACTICAL PLANNING” from the Planning Level screen area. which affect the fiscal year 2008. 3.

enter the fiscal year (for example 2007). Confirm the warning dialog box. you must choose the planning package YGB2008 – PLAN BRAND 2008. enter BPPH for the operating concern and choose Enter. For all planning methods. The customer-specific Information Reports opens. On the Run Profitability Report: Initial screen. Access the activity using the following navigation option: Option 1: SAP Graphical User Interface (SAP GUI) SAP menu Transaction code Accounting → Controlling → Profitability Analysis→ Information System→ Execute Report KE30 Option 2: SAP NetWeaver Business Client (SAP NWBC) via AIO role AIO role (Name) AIO role menu SAP_AIO_COSTACC-S (Cost Accountant) Cost Accounting → Reporting→Display Profitability Report 2.BPP Overview 2. 4. On the Planning Framework: Overview screen. On the Selection: Customer-specific Information screen. choose the planning level 10 .PLAN BRAND 2008 for the fiscal year 2008. 3. To display the planning data. the periods (choose periods where actual data exists) and the Sales Organization (BP01). 4. If the Set Operating Concern dialog box is coming up.DISPLAY PLANNING DATA. showing the actual and the plan values for several key figures. choose the Planning Levels screen area and in the Planning Levels selection tree. double-click YBP1002 Customer-specific Information. which affect the fiscal year 2008. 2. 3. Then select with double-click the planning package YGB2008 .SAP Best Practices J17: Profitability Analysis . expand Display planning data in the Planning Methods screen area and double-click the parameter Set YGB .TACTICAL PLANNING. © SAP AG Page 11 of 11 .8 Executing Report Procedure 1.

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