Displaying the Results in Profitability Analysis 

Use

Alongside the cost center report, you can obtain the corresponding information in parallel from Profitability Analysis. You do this in a separate session as opposed to from within the cost center report.

Procedure

  1. Choose to call up a new session.
  2. Call up the transaction as follows:
    3.

    Menu Path

    Accounting ® Controlling ® Profitability Analysis ® Information System ® Define Report ® Create Profitability Report

    Transaction Code

    KE31

  3. In the dialog box, enter the following data:
    4.

    Field

    Data

    Operating concern

    IDEA

  4. Choose .
  5. In the Type of Profitability Analysis dialog box, choose Yes.
  6. Enter the following data:
    7.

    Field

    Data

    Report

    IDES-ILV

    Name

    IDES Profitability Report: Activity Allocation

    Basic report

    Select

  7. Choose Create. (Note: Be careful not to choose Form by mistake).
  8. In the dialog box, select Operating concern currency.
  9. Choose .
  10. In the Char. List section, select the characteristics Division and Product.
  11. Choose .
  12. To display the sequence in which the characteristics are to appear in the report, choose Sort user-def. char.

    13. Make sure that the characteristics in the dialog box are in the same order as in the previous step. Correct the sequence, if required.

  13. Choose .
  14. Choose the Variables tab page.
  15. Enter the following data:
    16.

    Field

    Data

    Period from

    Current period / year

    To period

    Current period / year

    Plan/act.ind.

    0 (actual data)

    Version

    		  

    Record type

    D

    The system proposes these values automatically in the selection screen when you execute the report.

  16. Choose the Key figures tab page.
  17. In the Available key figures section, select the Marketing activities key figure.
  18. Choose .
  19. Select Extras ® Basic list.
  20. Select Detail list, then choose .
  21. Choose the Options tab page.
  22. In the Performance section, enter the following data:
    23.

    Field

    Data

    Display current data

    Select

    Execute report

    Select

  23. Choose .
  24. Choose .

    25. The system proposes the variables entered during report definition.

  25. Without changing the variables, choose .

    26. In the Marketing activities value field, you see a detail list displaying the costs allocated from Cost Center Accounting via internal activity allocation. To compare these values with the original cost center report, switch to the other session. The amount credited to the cost center in the allocation cost element corresponds to the amount debited to the profitability segments in the Marketing costs value field.

  26. Switch back to the session that shows the profitability report.
  27. In the Navigation area, double-click Pumps.

    28. You see that the activity was allocated at the division level as well as at the product level, even though the division had not been defined as a profitability segment.

    This is because of the derivation rules in Profitability Analysis which cause the product to fill the characteristic Division.

  28. Remain on the Execute Drilldown Report IDES-ILV: Detail List screen.