V1.

470 July 2004 EnglishEnglish

H37 - Sales and Profit Planning in CO-PA
Building Block Configuration Guide

SAP AG Neurottstr. 16 69190 Walldorf Germany

SAP Best Practices

H37 Sales and Profit Planning in CO-PA: Configuration Guide

Copyright
© Copyright 2004 SAP AG. All rights reserved.

No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice.

Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors.

Microsoft®, WINDOWS®, NT®, EXCEL®, Word®, PowerPoint® and SQL Server® are registered trademarks of Microsoft Corporation.

IBM®, DB2®, DB2 Universal Database, OS/2®, Parallel Sysplex®, MVS/ESA, AIX®, S/390®, AS/400®, OS/390®, OS/400®, iSeries, pSeries, xSeries, zSeries, z/OS, AFP, Intelligent Miner, WebSphere®, Netfinity®, Tivoli®, Informix and Informix® Dynamic ServerTM are trademarks of IBM Corporation in USA and/or other countries.

ORACLE® is a registered trademark of ORACLE Corporation.

UNIX®, X/Open®, OSF/1®, and Motif® are registered trademarks of the Open Group.

Citrix®, the Citrix logo, ICA®, Program Neighborhood®, MetaFrame®, WinFrame®, VideoFrame®, MultiWin® and other Citrix product names referenced herein are trademarks of Citrix Systems, Inc.

HTML, DHTML, XML, XHTML are trademarks or registered trademarks of W3C®, World Wide Web Consortium, Massachusetts Institute of Technology.

JAVA® is a registered trademark of Sun Microsystems, Inc.

JAVASCRIPT® is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape.

MarketSet and Enterprise Buyer are jointly owned trademarks of SAP AG and Commerce One. SAP, R/3, mySAP, mySAP.com, xApps, xApp, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and in several other countries all over the world. All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves information purposes only. National product specifications may vary.

© SAP AG

Page 2 of 25

Exact user entry. This includes file and directory names and their paths. and individual key words of a programming language. paths and options. Names of elements in the system. function keys (such as F2) or the ENTER key. Pointed brackets indicate that you replace these words and characters with appropriate entries. upgrade and database tools. source code.SAP Best Practices H37 Sales and Profit Planning in CO-PA: Configuration Guide Icons Icon Meaning Caution Example Note Recommendation Syntax Typographic Conventions Type Style Example text Description Words or characters that appear on the screen. Keys on the keyboard. These include field names. transaction codes. when surrounded by body text. for example. screen titles. table names. These include report names. pushbuttons as well as menu names. Example text EXAMPLE TEXT Emphasized words or phrases in body text. SELECT and INCLUDE. Example text EXAMPLE TEXT Example text <Example text> © SAP AG Page 3 of 25 . for example. titles of graphics and tables. messages. program names. Variable user entry. names of variables and parameters as well as names of installation. These are words or characters that you enter in the system exactly as they appear in the documentation. Cross-references to other documentation. Screen output.

..1........................................................4 Information System........3..............................2.........................SAP Best Practices H37 Sales and Profit Planning in CO-PA: Configuration Guide Content Sales and Profit Planning in CO-PA: Configuration Guide.........4..15 3..............1...4 Setting Operating Concern.............................................11 ......1 Defining Number Ranges for Actual Postings............................................................3 Setting up Planning Framework...........3............................................Text....2.........2..........3 Maintaining Characteristic Values....2 Defining Variables for Reports..............................22 3............................3.......1 Defining Forms for Profitability Report........................................23 ...................................2...........................................1....................1......1 KA01 Creating Additional Cost Elements ....................................................................................................10 3...........................3...................................23 ......3.......................2..........7 3..........................4..............................4...1.........................1 Activating Costing Based Profitability Analysis for Controlling Area.............................................2 Maintaining Versions...............3.............3................1...1..13 3................................3...............................................................1.............2 Enterprise Structure...............1 Maintaining Value Fields..................1.......................................24 ....................................................................................3......5 2 Preparation...........3..................................................................................................................................1.....................................................2 Maintaining the Operating Concern.................................7 ....22 3..3...............4...................Profitability Analysis..........................1.3...................................5 1 Purpose.............1.................13 .....................21 ..................3...................7 .......11 ........1 Controlling ...................1.........11 .........................................................3 Changing Cost Element Group..........................2 Changing Additional Cost Elements .....20 .........18 ..............................4.....................................................................................1...........................................................1...........................2.......................3.............7 .................................18 ......5 ...1 Prerequisites..........1 Structures........................2 Assigning Controlling Area to Operating Concern.........................24 © SAP AG Page 4 of 25 ...............3.........3 Creating Profitability Report..................................................5 3 Configuration..................................1......9 .....................................1..1...........................................................12 .........................................22 4 Master Data......3...1................3............................4 Assigning Quantity Fields.................3.13 ...........................1.........1 Defining Number Ranges for Planning Data....................8 .................................3 Planning........New....................................14 ........................................4.................2 Activating Flag for CO-PA...........................3................2 Flows of Actual Values.....................3 Assigning Value Fields........2...........................1......1......

Production Planning & Control J07 .Make-to-Stock Industry-Generic Building Blocks A01 .Material Management J04 .Organizational Structure B29 . Building Blocks Baseline Building Blocks (Layer 0) B32 .Cost Object Controlling .Make-to-Order SP J21 .2. The Configuration Guide describes how to set up the configuration of a Building Block manually.PP Core Settings Comment © SAP AG Page 5 of 25 . without the support of automated configuration tools.Best Practices R/3 Installation J02 .SAP Best Practices H37 Sales and Profit Planning in CO-PA: Configuration Guide Sales and Profit Planning in CO-PA: Configuration Guide 1 Purpose The purpose of this document is to describe the general configuration steps required to manually set up the configuration within the system landscape that has already been installed using the corresponding installation or configuration guides for installation.DI Basic Settings A04 .Cost Object Controlling . 2 Preparation .Financial Accounting B30 .Quality Management J18 . You only have to install these building blocks once. If you want to use BC Sets and CATT procedures for an automated installation process. refer to the Building Block Installation Guide of the CO-PA.Product Cost Planning J19 .Cost/Profit Center Accounting J05 .1 Prerequisites The following building blocks form the basis for all mySAP All-in-One High Tech and Industrial Machinery and Components solutions.Sales and Distribution Baseline Building Blocks (Layer 1) J06 .Batch Management J20 .

SAP Best Practices H37 Sales and Profit Planning in CO-PA: Configuration Guide Building Blocks E04 .Supplement Settings Comment © SAP AG Page 6 of 25 .

Profitability Analysis 3. Field name Value field Description Short Text Value field Description Short Text Value field Description Description R/O/C R R R R R R R R User action and values VVBUM gross turnover gross turn VVPRS Cost of sales Cost of s.1 Use In this step.1. Make the following entry: Field name Value field 3.1 Controlling . you create the value fields. Choose Create/Change.1. 4. the value fields are the properties of the operating concern structure.3.1. 7. Access the activity using one of the following navigation options: Transaction Code IMG Menu 2.3.SAP Best Practices H37 Sales and Profit Planning in CO-PA: Configuration Guide 3 Configuration Structures Maintaining Value Fields . Steps 2 to 6 have to be repeated for the following value fields. Choose Activate and return to the previous screen. Confirm any warning or information messages that appear. Procedure 1. 5. As well as the characteristics.1 . VVRAB Discount Note © SAP AG Page 7 of 25 . Make the following entry: Field name Description Short Text Description R/O/C R R User action and values Bonus Bonus Note Description R/O/C R User action and values VVBON Note KEA6 Controlling  Profitability Analysis  Structures  Define Operating Concern  Maintain Value Fields 6. Confirm the information that appears by choosing ENTER.

Enter the following: Field name Operating concern currency Fiscal year variant 8. The operating concern consists of attributes and a data structure. 10. Make the following entry: Field name Description Costing-based 6. 9. Access the activity using one of the following navigation options: Transaction Code IMG Menu 2. Description R/O/C R R User action and values EUR K4 Note Description R/O/C R R User action and values BP Discrete Industries 1 Set a flag Note Description R/O/C R User action and values YDI1 Note KEA0 Controlling  Profitability Analysis  Structures  Define Operating Concern  Maintain Operating Concern © SAP AG Page 8 of 25 . Choose Save. 7. Confirm the information that appears by choosing ENTER. Switch to the Attribute tab page.2 Use Maintaining the Operating Concern In this step. Choose Create.1.SAP Best Practices Field name Short Text Value field Description Short Text H37 Sales and Profit Planning in CO-PA: Configuration Guide Description R/O/C R R R R User action and values Discount VVSKT Cash discount Cash disc Note .1.3. Select the DataStructure tab page and choose Create. which contains the value fields and characteristics. On the Chars tab page. 5. you create the operating concern ‘YDI1’. select the characteristic PRODH in the Transfer from table and choose Transfer fields. 4. Make the following entry: Field name Operating Concern 3. Procedure 1.

Value field ABSMG VVBON VVBUM VVPRS VVRAB VVSKT 13. Confirm the message and inform your system administrator.1. and characteristics from the existing field catalog. Confirm the dialog boxes with Yes.1. Field name ARTNR BUKRS KNDNR VKORG VTWEG PRODH Description Product Company code Customer Sales organization Distribution channel Product hierarchy Data Element ARTNR BUKRS KUNDE_PA VKORG VTWEG PRODH Comment Fixed field Fixed field Fixed field Fixed field Fixed field Field Catalog 11. the message KE25 may appear. Only the PRODH characteristic from the field catalog has been assigned to the operating concern.3. user-defined characteristics. Choose Activate. Curr. Switch to the Value fields tab page. otherwise the analysis will not work. Discount Cash disco Value field type Qty Curr. Curr. 14. Comment (Data element) RKE2_ABSMG RKE2_ VVBON RKE2_ VVBUM RKE2_ VVPRS RKE2_ VVRAB RKE2_ VVSKT In a completely new system. Select the value fields as listed below in the Copy from table and choose Transfer fields. © SAP AG Page 9 of 25 . Choose Back. characteristics from SAP tables. Description Sales quantity Bonus gross turnover Cost of sales Discount Cash discount Short text Sales qty Bonus gross turn Cost of s. 12. 15.3 Use Maintaining Characteristic Values You need to define characteristic values for the characteristic ‘PRODH’. The fixed fields listed below are used as additional characteristics. .SAP Best Practices H37 Sales and Profit Planning in CO-PA: Configuration Guide There are different types of characteristics: fixed Characteristics. Curr. Curr.

6. Access the activity using one of the following navigation options: Transaction Code IMG Menu OVSV Logistics – General  Material Master  Settings for Key Fields  Data Relevant to Sales and Distribution  Define Product Hierarchies 2. Make the following entry: Field name Operating Concern 3. Description R/O/C R R R R User action and values 0000300001 Pace maker 0000300002 Subassembly Note Description R/O/C R R User action and values 00003 Cardiac pacemaker Note . Make the following entry: Field name Product hierarchy Description 5. Choose New entries. Confirm any messages that appear. Choose Maintain: Product hierarchy.SAP Best Practices H37 Sales and Profit Planning in CO-PA: Configuration Guide Procedure 1. Procedure 1. 4. Make the following entry: Field name Product hierarchy Description Product hierarchy Description 7. Description R/O/C R User action and values YDI1 Note KEBD Controlling  Profitability Analysis  Structures  Set Operating Concern © SAP AG Page 10 of 25 . Access the activity using one of the following navigation options: Transaction Code IMG Menu 2. Choose Save. Choose Save.1.4 Use Setting Operating Concern In this step.1. you set the operating concern ‘YDI1’ for the following activities. 3.3.

Procedure 1. 4.1 ‘Assign Controlling Area to Operating Concern’.1 Use Flows of Actual Values Defining Number Ranges for Actual Postings In this step.1. H37 Sales and Profit Planning in CO-PA: Configuration Guide 3.SAP Best Practices 4. Access the activity using one of the following navigation options: Transaction Code IMG Menu 2. With every actual posting in CO-PA. Make the following entry: Field name Operating concern 3. Choose Maintain Groups. you must have completed the step 3. Choose Save. Description R/O/C R User action and values YDI1 Note KEN1 Controlling  Profitability Analysis  Flows of Actual Values  Initial Steps  Define Number Ranges for Actual Postings . If there are any groups in the not assigned sections: a. © SAP AG Page 11 of 25 . you define the number ranges for actual line items in the CO-PA. Choose Enter. All the groups in the Not assigned section have to be selected and allocated to the generated groups.2 .2.2 Activating Flag for CO-PA Prerequisites Before you can make the following settings. Use In this step. 6. Flag the Generated group field c.1.1. Choose Assign element group 5. the SAP system automatically assigns a number within the intervals you have selected. b.2.2. Confirm the information that appears by choosing Enter.3. you activate the CO-PA.3. Choose every group and choose Select element.

Make the following entry for the Controlling Area ‘BP01’ and the assigned Operating Concern ‘YDI1’: Field name Active status Description R/O/C R User action and values 2 Note 2 = Component active for costing-based Profitability Analysis 3.1. For this reason. Choose New entries and make the following entries: Field name CTyp BO01 BO02 BO03 EK01 EK02 PN00 PR00 RA00 © SAP AG Page 12 of 25 .2.3. Choose Save. 4. The operating concern does not have the appropriate value fields for a satisfactory assignment to the SD-conditions. Access the activity using one of the following navigation options: Transaction Code IMG Menu KEKE Controlling  Profitability Analysis  Flows of Actual Values  Activate Profitability Analysis 2. Access the activity using one of the following navigation options: Transaction Code IMG Menu KE41 Controlling  Profitability Analysis  Flows of Actual Values  Transfer of Incoming Sales Orders  Assign Value Fields Field name Val.3 Use Assigning Value Fields This step is not necessary for this building block but the settings should be made. for all of the processes in the Best Practices High Tech solution to run smoothly.SAP Best Practices H37 Sales and Profit Planning in CO-PA: Configuration Guide Procedure 1. these settings are not ideal from a microeconomic point of view. . fld VVBON VVBON VVBON VVPRS VVPRS VVBUM VVBUM VVRAB Field name Transfer +/Set indicator Set indicator Set indicator Set indicator Set indicator Set indicator Set indicator Set indicator Note 2. Confirm the information that appears by choosing ENTER. Procedure 1.

Access the activity using one of the following navigation options: Transaction Code IMG Menu KE4M Controlling  Profitability Analysis  Flows of Actual Values  Transfer of Incoming Sales Orders  Assign Quantity Fields Field name CO-PA qty field ABSMG Note 2.SAP Best Practices Field name CTyp RA01 RB00 SKTO SKTV VA00 VA01 VPRS YIV1 H37 Sales and Profit Planning in CO-PA: Configuration Guide Field name Val. which lies within the selected intervals. © SAP AG Page 13 of 25 . Procedure 1. .1 Use Planning Defining Number Ranges for Planning Data In this step the number ranges for updating plan line items in the CO-PA are defined.2.3.3.3 . 3. Only create this entry if this condition type exists.1.4 Use Assigning Quantity Fields This step is not necessary for this building block but the settings should be made for all of the processes in the Best Practices High Tech solution to run smoothly. In the planning process the SAP system automatically assigns a number. fld VVRAB VVRAB VVSKT VVSKT VVBUM VVBUM VVPRS VVPRS Field name Transfer +/Set indicator Set indicator Set indicator Set indicator Set indicator Set indicator Set indicator Set indicator This is not a standard condition type.1. Choose Save.1. Choose New entries and make the following entry: Field name SD qty field FKIMG 3. Note 3.3. Choose Save.

Maintain the following entries if they are not already set: Field name Currency type Exch. Transfer version to OpConcern? with Yes. Set the Generated group indicator c. Access the activity using one of the following navigation options: Transaction Code IMG Menu 2.01.3. Procedure 1. Double-click in the ‘Dialog Structure’ on ‘Settings in the operating concern’. 3. Choose Maintain Groups.1. All groups in the Not assigned section have to be selected and allocated to Generated groups. If there are any groups in the Not assigned section: a. 4. Choose Assign element group’ 5. Access the activity using one of the following navigation options: Transaction Code IMG Menu 2. Choose every group and choose Select element step by step b.2004 Note SPRO Controlling  Profitability Analysis  Planning  Initial Steps  Maintain Versions © SAP AG Page 14 of 25 . Make the following entry: Field name Operating concern 3. Confirm the appearing information with the ENTER. Choose Save. Mark the Version ‘0’. 5.SAP Best Practices H37 Sales and Profit Planning in CO-PA: Configuration Guide Procedure 1.2 Use Maintaining Versions In this step the CO-PA plan version 0 is defined. The plan version has some settings. which are only valid for the operating concern. Confirm the message Version 000 does not exist in OpConcern YDI1.Rate type Derivation date Description R/O/C R R R User action and values B0 M 01. Description R/O/C R User action and values YDI1 Note KEN2 Controlling  Profitability Analysis  Planning  Initial Steps  Define Number Ranges for Planning Data . 4.3. 6.

Choose Save.3. 10. 4. 6. Choose Save.hierarchy Record type Sales org. activate the right mouse button and choose Create planning level.2004 BP02 0000300001 F BP01 0 0000300002 012. Describe the Planning level both in a short (YH89PA01) and a longer version (H89 Planning Area 01) and confirm with the ENTER. Choose Save. Describe the planning package both in a short (YH89PP01) and a longer (H89 Planning Package 01) version and confirm with the ENTER. 8. channel. Description R/O/C R R R R R R R R R User action and values BP01 BP01 01 001..2004 User action and values © SAP AG Page 15 of 25 .1. maintain the following entries: Field name CO area Company Code Distr. Sales org. Otherwise you can not process the planning data. Access the activity using one of the following navigation options: Transaction Code IMG Menu KEPM Controlling  Profitability Analysis  Planning  Planning Framework  Set Up Planning Framework 2. Prod. Plant. Choose YH89PA01.SAP Best Practices H37 Sales and Profit Planning in CO-PA: Configuration Guide 6. Version 11. Choose Planning levels.3. Thereby the architecture to be used in planning is specified in this step as well.hierarchy. On the Selection tab page. . Product.. Select the following Characteristics: CO area.3 Use Setting up Planning Framework In this step the initial planning is set up. Change to the tab page Charact. Distr. previous . Choose Column left. activate the right mouse button and choose Create planning package. Procedure 1. Customer. 5. 7. Make sure that the Version locked indicator is not set. 7. Company Code. 9. channel Period/year Plant Prod. 3.

activate the right mouse button and choose Create parameter set. and Product hierarchy. Describe the parameter set both in a short (YH89PS01) and a longer version (H89 Parameter Set 01) and confirm with the ‘Enter’-Key.SAP Best Practices H37 Sales and Profit Planning in CO-PA: Configuration Guide 12. Choose Save. 25. 18. On the Charact. On the Settings tab page. activate the right mouse button and choose Create parameter set. Rec. Select the Value flds tab page. Choose Enter planning data. 23. Give the layout both a short (YH89 01) and a longer description (YH89 Layout 01). set the indicator in the Lead for the characteristics: Customer. 19. 17. From period. Type from Planning Package and make the following entries: Description R/O/C R R R User action and values EUR 2 2 Note Description R/O/C R R R R R R R R R User action and values BP01 BP01 01 001. Describe the planning package both in a short (YH89PP02) and a longer (H89 Planning Package 02) version and confirm with the ‘Enter’-Key. Double-click the planning package ‘YH89PP01’. choose Page left. Product. 26. 28. and choose Save. Version 15. Double-click on the planning package ‘YH89PP02’. activate the right mouse button and choose Create planning package.hierarchy Record type Sales org. channel Period/year Plant Prod. 14. On the tab page Settings. 22. 16. tab page.2005 BP02 0000300001 F BP01 0 0000300002 012. Choose Copy. Choose YH89PA01. Maintain the following entries: Field name Currency Distribution key currency Distribution key quantities 24. Describe the parameter set both in a short (YH89PS02) and a longer version (H89 P-GRP Copy Actual -> Plan) and confirm with the ENTER. Choose Save. Act. 21. choose Create.data. 13. set the indicators Copy values.2005 User action and values © SAP AG Page 16 of 25 . 20. 27. Maintain the following entry: Field name CO area Company Code Distr.

Describe the parameter set both in a short (YH89PG03) and a longer version (H89 P-GRP Revaluation Plan04) and confirm with the ‘Enter’-Key. 42. activate the right mouse button and choose Create parameter set. Maintain the following entry: Field name Field name Percentage Field name Percentage Field name Percentage Field name Percentage Field name Description R/O/C R R R R R R R R R User action and values ABSMG 10 VVBON 10 VVBUM 10 VVPRS 0 VVRAB User action and values Description R/O/C R R User action and values Y01 Revaluation Key Planning 2005 User action and values © SAP AG Page 17 of 25 . and choose New entries. 39. Choose ENTER. Mark the revaluation factor ‘Y01’ and double-click Assign factors in the Dialog structure table.SAP Best Practices Field name From period Processing H37 Sales and Profit Planning in CO-PA: Configuration Guide Description R/O/C R R User action and values 001. Double-click the planning package ‘YH89PP02’. set the Revaluation key field and choose input help. 37. 35. Choose Save. 31. 38. Choose New entries.2005 29. 33. 30.2005 Decision at point of execution User action and values 012. Maintain the following entry: Field name Rev Name 41. Confirm the dialog box with Yes. On the tab page Settings. 34. Choose Skip. Choose Revaluation. 40. 43. 32. 36. Select Profitability analysis and choose Choose. Choose activity Maintain Revaluation Keys. Select the tab page Value flds and choose Page left.

47. In the tab page Settings. 46. The form supplies among other things the row structure for the profitability report.4 . Choose Save. Make a double-click on the revaluation key ‘Y01’. 45. 51. 52. Describe the parameter set both in a short (YH89PS04) and a longer version (H89 P-GRP Display planning) and confirm with the Enter.4. Choose Save. 53.SAP Best Practices Field name Percentage Field name Percentage 44. 49. This step and the two following steps are not necessary for the Building Block H37 but the result is a check-up function regarding the CO-PA bookings. Go back five times.1 Use Information System Defining Forms for Profitability Report In this step a form for our profitability report is defined. Choose the following entry from the value list: Field name Layout 57. Maintain the following entry: Field name Processing Description R/O/C R User action and values Decision at point of execution User action and values 50. choose the input help for field Planning layout 56. H37 Sales and Profit Planning in CO-PA: Configuration Guide Description R/O/C R R R User action and values 10 VVSKT 10 User action and values 48. 55. 54.1. Double-click on YH89PA01. Description R/O/C R User action and values YH89 01 User action and values 3. Choose Cancel. Choose Save.3. © SAP AG Page 18 of 25 . Choose ENTER.1. activate the right mouse button and choose Create parameter set. Change to the tab page Value flds and choose Page left. Choose Display planning in the section Planning methods.

Double-click the point under the last created row. 11. 6.SAP Best Practices H37 Sales and Profit Planning in CO-PA: Configuration Guide Procedure 1. 27. Describe the form both in a short (YH89 01) and a longer version (YH89 01) and confirm with the Create. 19. 13. 22. Confirm the selection with ENTER. 26. Double-click Row 4. Double-click Row 2. 5. 21. 29. Double-click Row 3. 30. 15. Confirm the selection with ENTER. 23. Make the entry ‘1’ in the From column. Choose the value field discount and choose Confirm. Choose the value field Cost of sales and choose Confirm. Choose Confirm. Confirm the appearing selection with ENTER. Double-click Column 2. Choose Confirm. Confirm the selection with ENTER. 8. 4. 25. Choose the value field Bonus and choose Confirm. Confirm the selection with ENTER. Double-click the point under the last created row. 14. Confirm the appearing selection with ENTER. from the table Available characteristics and choose Move selected to left. 28. Double-click the point under the last created row. Choose the value field gross turnover and Choose Confirm. 10. 12. 3. Double-click Row 1. double-click Column 1. 7.ind. Make the entry ‘0’ in the From column. Select the characteristic Plan/act. Choose Confirm. 9. If you have chosen the IMG menu choose the activity Create Form. 31. 20. 16. 18. 17. Choose the value field Cash discount and choose Confirm. © SAP AG Page 19 of 25 . Access the activity using one of the following navigation option: Transaction Code IMG Menu KE34 Controlling  Profitability Analysis  Information System  Report Components  Define Forms  Define Forms for Profitability Reports 2. 24. Confirm the appearing selection with ENTER. Confirm the appearing selection with ENTER.

Y004 ) . 34. Maintain the following entry: Field name Type of variable Name of variable Replacement type 4. Choose Save.SAP Best Practices H37 Sales and Profit Planning in CO-PA: Configuration Guide 32. Fiscal Year Fiscal Year User action and values Description R/O/C R R R User action and values Characteristic value &GJAHR Entry User action and values KE3E Controlling  Profitability Analysis  Information System  Report Components  Define Variables for Reports © SAP AG Page 20 of 25 . 3. 35. in a medium version (Contr. Choose New entries. 5. Procedure 1. Margin I) and a long version (Contribution Margin I) and confirm with ENTER. Choose New entries. Maintain the following entry: Field name Field name Optional entry Parameter/selectopt. Describe the row in a short version (Contr.4. Choose ENTER. 8. .Y006’ and confirm with ENTER. 33. Make the entry:’ ( ( ( Y002 . Maintain the following entry: Description R/O/C R R R R R R User action and values GJAHR Optional entry Parameters Fiscal Y.I).2 Use Defining Variables for Reports In this step two variables for our profitability report are defined.Y003 ) . Choose Save. Choose the select type Formula and confirm with ENTER.Y005 ) . Access the activity using one of the following navigation options: Transaction Code IMG Menu 2. 7. Choose Back.3. M.1. 9. Short text Description Text 6.

5. choose Classic drilldown and for Basic list: Detail. Select the characteristics Fiscal year. Product and Sales org.4.hierarchy. 7. Char. H37 Sales and Profit Planning in CO-PA: Configuration Guide Description R/O/C R R R User action and values Characteristic value &PERIOD Entry User action and values 11. Choose Save.r Period under review Period under review User action and values . lis’ and choose Add. Set the indicator Variable on/off for the characteristic Period and select the Global variable ‘PERIOD’. 3. If you have chosen the IMG menu path choose the activity Create Profitability Report.3. Prod. Customer. and choose ENTER. © SAP AG Page 21 of 25 . Short text Description Text 12. 6.SAP Best Practices Field name Type of variable Name of variable Replacement type 10.1. from the table Char. 4. Maintain the following entry: Field name Field name Optional entry Parameter/selectopt. On the tab page OutputType. Choose ENTER. Make the entry ‘YH89 01’ in the form field and confirm with the Create. and choose ENTER. Description R/O/C R R R R R R User action and values PERDE Optional entry Select option period u. Plant. Access the activity using one of the following navigation options: Transaction Code IMG Menu KE31 Controlling  Profitability Analysis  Information System  Report Components  Create Profitability Report 2.3 Use Creating Profitability Report In this step our profitability report is defined. Describe the form both in a short (YH89 01) and a longer version (Profitability Report 01) and choose Report with form. Procedure 1. Period. Set the indicator Variable on/off for the characteristic Fiscal Year and select the Global variable ‘GJAHR’.

Procedure 1. © SAP AG Page 22 of 25 .2 Enterprise Structure 3. Choose Save and confirm the message. . Make the following entries: COAr BP01 Year 2003 P 2 I OpCo BP01 P Controlling  Profitability Analysis  Flows of Actual Values  Activate Profitability Analysis KEKE 3.2 Use Assigning Controlling Area to Operating Concern In this step the controlling area is allocated to an operating concern. On the tab page Options.SAP Best Practices H37 Sales and Profit Planning in CO-PA: Configuration Guide 8.1 Use In this step the controlling area is activated with cost based profit analysis.3. Choose Save. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Enterprise Structure  Assignment  Controlling  Assign controlling area to operating concern Description R/O/C User action and values YDI1 User action and values 2.2. The settings are installed with a BC Set on an automatic way. 9. Activating Costing Based Profitability Analysis for Controlling Area Procedure 1. choose Execute report in the section Reaction if no presummarized data exists. Go to the row with the Operating Concern ‘BP01’ and maintain the following entry: Field name OpCo 3.2. Access the activity using one of the following navigation options: IMG Menu Transaction Code 2.

12.9999 31.01.1 KA01 Creating Additional Cost Elements .01. Prerequisites The accounts for these cost elements already exist in the company code. Then choose Save.12.2000 01.2000 01.01.9999 31.12. Access the activity using one of the following navigation options: Transaction Code SAP menu KA01 Controlling  Cost Center Accounting  Master Data  Cost Elements  Individual Processing 2. Sales revenue aff.9999 31.SAP Best Practices H37 Sales and Profit Planning in CO-PA: Configuration Guide 4 Use Master Data .9999 31. Sales revenue for.01. 3. Other sales deduc.12. This has been configured by installing the Core FI Germany building block.12.9999 Descripton Sales revenue dom.2000 01.12.New Create all cost elements for manually as described below.9999 31.01. Activities: Enter cost element key and valid-from and valid-to date.2000 01.01.2000 Valid to 31.4.01.2000 01.2000 01.9999 31. then choose Master data and enter remaining data. Overview of data records: Key 500000 500100 501000 502000 503020 503030 503040 518200 Valid from 01.12.12. Revenue hours(SP) Revenue third Party Revenue Expenses Customer rebates Long Text Sales revenue domestic Other sales deductions Sales revenue foreign Sales revenue affiliated companies Revenue from hours (Service Provider) Revenue third Party Revenue Expenses Customer rebates CE Cat 11 12 11 11 11 11 11 12 Resulty Additional cost elements have been created © SAP AG Page 23 of 25 .01.9999 31. Procedure 1.2000 01.

Procedure 1.2 Changing Additional Cost Elements . Procedure 1. then choose Master data and enter remaining data.Text Use This activity is performed to add country-dependent texts. Access the activity using one of the following navigation options: © SAP AG Page 24 of 25 . Choose Save.4. . Umsatzerlöse Ausland Umsatzerlöse Verbund Erlöse Servicel. Overview of data records: Key 500000 500100 501000 502000 503020 503030 503040 518200 Description Umsatzerlöse Inland Sonst.aus Serviceleistungen Umsatzerl. Prerequisites The cost elements for which this activity provides the country-dependent texts have been created in the previous step.(SP) Erlöse Fremdlstg(SP) Erlöse Auslagen (SP) Kundenboni Long Text Umsatzerlöse Inland Sonstige Erlösschmälerungen Umsatzerlöse Ausland Umsatzerlöse Verbundene Umsatzerl.4. 3. Erlösschm.SAP Best Practices H37 Sales and Profit Planning in CO-PA: Configuration Guide .aus Fremdleistung Umsatzerlöse aus Auslagen Kundenboni Result Country-dependent texts of additional cost elements have been added. Activities: Enter cost element key. Access the activity using one of the following navigation options: Transaction code SAP menu KA02 Controlling  Cost Center Accounting  Master Data  Cost Elements  Individual Processing 2.3 Changing Cost Element Group Use The purpose of this activity is to assign all cost elements to one of the cost element groups. Make sure that you are logged on to the system in your country language before performing this activity.

4.SAP Best Practices Transaction Code SAP Menu H37 Sales and Profit Planning in CO-PA: Configuration Guide KAH2 Accounting  Controlling  Cost Center Accounting  Master Data  Cost Element Group  Change 2. On the Change Cost Element Group: Structure screen. provide cost element group and choose Hierarchy. On the Change Cost Element Group: Initial Screen. © SAP AG Page 25 of 25 . Provide minimum and maximum value of cost element range to be assigned. Data Records: Group BP_REV BP_REV min #500000 #500100 max #500000 #500100 Result You have assigned all cost elements to a cost element group. 5. 3. Then choose Save. choose Cost Element.

Sign up to vote on this title
UsefulNot useful