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SAP COEnhancements in Profitability Management (CO-PA)
Citation preview
Enhancements in Profitability
Management(CO-PA)
SAP AG 2001, Title of Presentation, Speaker Name 2
Overview: What’s New in Profitability Analysis ?
Enhancements in CO-PA Planning New Planning Method “Planning Sequence” Variables for Planning Levels and Packages
Enhancements of Actual Postings: Periodic Adjustments Creating Line Items for Profit Center Valuation Enhancements in Periodic Valuation Various Enhancements in Top-Down Distribution
Integration of CRM and R/3 Financials 2 Scenarios: Service and Sales New Feature in CO-PA
SAP AG 2001, Title of Presentation, Speaker Name 3
New Method: Planning Sequence
New Planning Method: Planning Sequence
SAP AG 2001, Title of Presentation, Speaker Name 4
Variables for Planning Levels and Packages
Choose Variableas Characteristic
SAP AG 2001, Title of Presentation, Speaker Name 5
Creating Line Items for Profit Center Valuation
Line items can be created for both valuation views Legal Valuation Profit Center Valuation
SAP AG 2001, Title of Presentation, Speaker Name 6
Enhancements in Periodic Valuation
Select Valuation View
Further Selection Criteria
SAP AG 2001, Title of Presentation, Speaker Name 7
Enhancements in Top-Down Distribution
You can separately distribute the data of single valuation views All Valuation Views Legal Valuation View Profit Center Valuation View
You can distribute data with various record types in a single run
You can specify the currency type for the reference data: Source Data Currency Company Code Currency (Always) Operating Concern Currency (Always)
You can use reference data with various record types You can cumulate record types
SAP AG 2001, Title of Presentation, Speaker Name 8
Top-Down Distribution of Single Valuation Views
SAP AG 2001, Title of Presentation, Speaker Name 9
Top-Down Distribution of Various Record Types
Multiple Selection
SAP AG 2001, Title of Presentation, Speaker Name 10
Specifying the Currency Type for Reference Data
SAP AG 2001, Title of Presentation, Speaker Name 11
Reference Data with Various Record Types
Multiple Selection
Summarize Record Type
SAP AG 2001, Title of Presentation, Speaker Name 12
Example: Cumulating Record Types
Actual Data
RecType Cust. Product Revenue
F # A 1000
A # A 3000
B # A 2000
Reference Data
RecType Cust. Product Revenue
A X A 10
A Y A 40
A Z A 50
B Y A 50
F X A 80
F Y A 20
Multiple Selection for Record Type
Actual Data: F, A, B
Reference Data: A, B, F
Result: Without Cumulating the Record Type
RecType Cust. Product Revenue
F X A 100
F Y A 400
F Z A 500
A Y A 3000
B X A 1600
B Y A 400
Result: With Cumulating the Record Type
RecType Cust. Product Revenue
F X A 360
F Y A 440
F Z A 200
A X A 1080
A Y A 1320
A Z A 600
B X A 720
B Y A 880
B Z A 400
SAP AG 2001, Title of Presentation, Speaker Name 13
ContactCenter
KnowledgeManagement Service Order
Processing
Field Service Execution,Service Completion,
Confirmation
ResourcePlanning
66
22
11
33
55
Service Billing, Controlling
44
Internet Customer Self-Services
Fax
E-Mail,Letter
Phone
CRM Service Scenario
SAP AG 2001, Title of Presentation, Speaker Name 14
Controlling Scenarios for CRM Service
Mass-Object Controlling The system uses the account assignment table to assign the CRM
service order to a profitability segment Costs and revenues are posted directly to a profitability segment Analysis of costs and revenues in profitability analysis (CO-PA) with
original CRM characteristics
Single-Object Controlling Controlling by CRM service order or CRM service contract The system uses the account assignment table to assign CRM service
order/contract to an internal order Costs and revenues are posted to the internal order Overheads and process costs can be applied Results analysis Settlement of cost of sales and revenues to CO-PA Original CRM characteristics are available on the internal order in
reporting and CO-PA
SAP AG 2001, Title of Presentation, Speaker Name 15
ContactCenter
Opportunity,Activities Sales Order
Processing
Procurement,Delivery
ATPCheck
66
22
11
33
55
Billing, Controlling
44
Online Store,Internet Orders
Mobile Sales
Telesales
CRM Sales Scenario
SAP AG 2001, Title of Presentation, Speaker Name 16
Incoming Sales Order
CRM R/3-CABilling Engine
R/3-SCM R/3-FI R/3-COR/3-PlugIn
Determineorg. units
2
Create order
1
9Replicateof sales order
Billing duelist
8
Create profitabilitysegment
Check if relevant forControlling
4 5
Creditlimit
check
3
Incoming salesorder
Determineprofitabilitysegment
76
SAP AG 2001, Title of Presentation, Speaker Name 17
Delivery Related Billing
CRM R/3-CABilling Engine
R/3-SCM R/3-FI R/3-COR/3-PlugIn
Update billing due list
14
Revenues Determineprofitabilitysegment
Updatebilling
Costs ofCosting -BasedCO-PA
Createbilling
document
15 16 17 19
18
Inventoryposting
Costs ofAccount -BasedCO-PA
1312
Replicationof sales order
Goodsissue
Createdelivery
10
11
SAP AG 2001, Title of Presentation, Speaker Name 18
Controlling Scenarios for CRM Sales
Mass-Object Controlling The system uses the account assignment table to assign the CRM sales
order to a profitability segment Costs and revenues are posted directly to a profitability segment Analysis of costs and revenues in profitability analysis (CO-PA) with
original CRM characteristics
Special CRM Sales Processes Return Orders Credit/debit memo Sales contract relevant for billing Intercompany process including profit center accounting
SAP AG 2001, Title of Presentation, Speaker Name 19
What is available ?
CRM Sales Integration to R/3 Financials: As of CRM Release 3.0 As of R/3 Releases 4.0B, 4.5B, 4.6B. 4.6C and R/3 Enterprise
CRM Service Integration to R/3 Financials: As of CRM Release 3.0 As of R/3 Releases 4.6B. 4.6C and R/3 Enterprise
SAP AG 2001, Title of Presentation, Speaker Name 20
Transfer CRM Characteristics to CO-PA
CRM Characteristics ...
... available in CO-PA