Profitability Analysis (CO-PA)
Basic Structures of the Operating Concerns in IDES
Additional Process Information
Data Used During This Process
Operating Concern Assignments
Displaying Characteristics in an Operating Concern
Displaying Value Fields in the Operating Concern
Setting Up an Operating Concern
Realignments
Additional Process Information
Data Used During This Process
Displaying Line Items
Creating the Realignment Run
Creating a Realignment Request
The Test Monitor
Executing the Realignment Run
Calling Up a Report
Resetting the Data
Introduction to Sales and Profit Planning
Additional Process Information
Data Used During This Process
Displaying the Planning Framework
Displaying a Planning Layout
Changing Sales and Profit Planning Data
Deleting Data
Multiple Currencies in Planning
Additional Process Information
Data Used During This Process
Activating Multiple Currencies
Displaying the Plan Version for Multiple Currencies
Calling Up a Planning Layout and Entering Planning Data
Copying Between Plan Versions
Displaying a Profitability Report
Deleting the Planning Data
Top-Down Distribution
Additional Process Information
Data Used During This Process
Calling Up a Planning Layout and Entering the Planning Data
Displaying a Profitability Report
Top-Down Distribution
Displaying the Profitability Report after Top-Down Distribution
Deleting the Planning Data
Valuating a Quantity Plan Using Ratios
Additional Process Information
Data Used During This Process
Customizing for Setting Up Ratios
Displaying a Profitability Report
Copying Actual Data to the Reference Version
Calling Up Planning Layout and Entering Planning Data for Refere
Calling Up the Planning Layout Using Material Group as Assignmen
Calling Up Planning Layout for Current Fiscal Year and Entering
Deleting the Planning Data
Sales and Profit Planning Using Top-Down and Bottom-Up Planning
Data Used During This Process
Creation of a Plan Proposal by Management
Changing Plan Quantity and Valuation Using Excel
Making Price Increases Using Valuation
Distributing Planning Results to Sales Offices
Copying Management Planning for Sales Representatives
Changing Sales Commission
Distributing Planning Results to Cust./Product/Sales Rep Levels
Changing Plan Quantities and Revaluation
Comparison between Top-Down and Bottom-Up Planning
Resetting the Data
Integrated Planning in Profit Center Accounting
Additional Process Information
Data Used During This Process
Additional Demo Information
Displaying Data to be Transferred from Profitability Analysis
Transferring Planning Data
Transferring Data from Cost Center Accounting
Transferring Statistical Key Figures from Cost Center Accounting
Generating Orders and Audit Trails of all Documents in Accountin
Additional Process Information
Data Used During This Process
Creating a Sales Order
Picking and Delivery of the Sales Order
Billing the Sales Order (SD)
Analyzing Customer Line Items
Displaying Cash Management and Forecast, Summary Presentation of
Profitability Reports
Making a Fast-Entry Incoming Payment
Displaying Cash Management & Forecast, Cash Management Position
Displaying Document Flow (SD)
Transferring Billing Documents in Multiple Currencies
Additional Process Information
Data Used During This Process
Activating Multiple Currencies
Creating a Sales Order
Picking and Delivery
Executing the Billing
Displaying Line Items in Profitability Analysis
Cross-Company Code Sales Processing
Additional Process Information
Data Used During This Process
Creating Sales Orders in Ordering Company Code
Creating the Delivery in the Supplying Company Code
Picking in the Supplying Company Code
Creating Invoices for Customers in Ordering Company Code
Creating Internal Invoices in the Ordering Company Code
Evaluating Incoming Invoices in Financial Accounting
Customizing in Prof. Analysis (CO-PA) for Cross Code Sales
Displaying Line Items in Profitability Analysis for Ordering Com
Displaying Line Items in Profit. Anal. For Supp. Company Code
Profitability Report Analysis
Product Costing by Period for an Individual Material
Data Used During This Process
Changing the Material Master Record
Creating a Sales Order
Check Order Data in CO-PA
Executing Material Requirements Planning
Costing the Product Cost Collector
Execute Goods Receipt Notification
Execute Separated Backflush
Calculating Overhead Costs
Analyzing Costs on Product Cost Collector
Posting a Goods Issue
Creating a Billing Document
Calculating Variances
Settling Variances to CO-PA
Displaying the Results of the Sales Order
Resetting the Material Master Record
Controlling for Services
Additional Process Information
Data Used During This Process
Displaying a CS Report in Profitability Analysis
Displaying Line Items
Performing a Service Order and Billing
Additional Process Information
Data Used During This Process
Creating the Initial Situation
Entering a Problem Notification and Creating a Service Order
Processing a Service Order
Confirming a Service Order
Creating a Billing Request (Resource-Related Billing)
Creating a Billing Document
Settling and Completing the Service Order
Displaying Line Items in Profitability Analysis
Displaying a CS Report in Profitability Analysis
Processing Service Contracts with Periodic Billing
Data Used During This Process
Creating and Delivering Sales Orders
Creating the Equipment Master Record
Creating Service Contracts for the Plant Maintenance of Customer
Maintaining Price Agreements in the Service Contract
Service Processing and Resource-Related Billing (optional)
Performing Periodic Billing Document
Settlement of Service Contracts
Creating Service Contracts (Nonconfigurable)
Creating Service Contracts with a Configurable Service Package
Creating Service Contracts with a Preconfigured Service Package
Displaying Line Items in Profitability Analysis
Displaying a CS Report in Profitability Analysis
Period-End Closing for a Customer Project
Data for this Example
Calculating Overhead Rates
Evaluating Project Data by Cost Element
Generating the Settlement Rule
Checking the Settlement Rule
Executing Results Analysis
Executing the Settlement
Displaying the Line Items
Direct Assignments From Financial Accounting to Profitability An
Additional Process Information
Data Used During This Process
Characteristic Groups
PA Transfer Structure
Postings in Financial Accounting
Displaying the Line Items
Automatic Assignment to Profitability Segments
Additional Process Information
Data Used During This Process
Automatic Account Assignment
PA Transfer Structure
Revaluation of a Material
Displaying the Line Items
Resetting the Data
Cost Center Assessment to Profitability Analysis
Additional Process Information
Data Used During This Process
Displaying a Cycle for Assessment
Executing Assessment
Displaying the Results in a Cost Center Report
Displaying the Results in Profitability Analysis
Resetting the Data
Internal Orders: Settlement to Profitability Analysis and Amount
Additional Process Information
Data Used During This Process
Activating Amount Settlement
Displaying Settlement Rules
Settling Costs
Resetting the Data
Internal Activity Allocation to CO-PA
Additional Process Information
Data Used During This Process
Allocating Activity From Cost Centers to a Profitability Segment
Displaying the Results in a Cost Center Report
Displaying the Results in Profitability Analysis
Resetting the Data
Rebate Processing in SD and FI
Additional Process Information
Data Used During This Process
Posting the Stock
Creating Rebate Agreements
Checking Customer Hierarchy
Creating Sales Orders
Delivering the Sales Orders
Creating Invoices
Settling Rebate Agreements
Creating Rebate Credit Memos
Displaying a Profitability Report
Creating a Basic Report in Profitability Analysis
Additional Process Information
Data Used During This Process
Creating a Basic Report in Profitability Analysis
Executing a Basic Report in Profitability Analysis
Executing an Existing Report in Profitability Analysis and Getti
Additional Process Information
Data Used During This Process
Setting Up Parameters in Your User Profile
Selecting a Report in CO-PA
Drilling Down to the Lowest Level (Including Line Item Detail)
Line Item Analysis (Including Integration with MM and SD)
Report-Report Interface
Displaying Attributes
Hit Lists
Changing the Report Currency
Displaying and Creating Exceptions
Creating Forms and Reports in Profitability Analysis
Additional Process Information
Data Used During This Process
Defining a Report Form
Defining the Columns of the Form
Maintaining the Text Variables
Defining the Rows of the Form
General Data Selection
Creating a Report
Creating Headers and Footers
Executing a Report
Characteristics Hierarchies, Reporting, and Line Item Lists
Additional Process Information
Data Used During This Process
Displaying the Characteristics Hierarchy
Displaying a Report with the Characteristics Hierarchy
Line Item List
Setting Filters
Sorting Data
Subtotals
Defining a Characteristics Hierarchy
Creating a Report with a New Hierarchy
Resetting the Data