Displaying a CS Report in Profitability Analysis 

Use

The report IDES-090 Reporting Service Management uses different accounts receivable and service products to demonstrate how the reporting procedure for service management can be structured. The revenues and costs produced in service management have been made compatible with reporting and also analyzed in the form of key figures.

Procedure

  1. Call up the transaction as follows:
    2.

    Menu Path

    Accounting ® Controlling ® Profitability Analysis ® Information System ® Execute Report

    Transaction Code

    KE30

    If you are calling up a profitability analysis transaction for the first time since logging on to the system, you may be requested to enter the operating concern. If the Set Operating Concern dialog box appears, enter the following data:

    Field

    Data

    Operating concern

    IDEA

    Type of CO-PA

    Costing-based

  2. Choose .
  3. Select the IDES-090 report and choose .
  4. Enter the following data:
    5.

    Field

    Data

    Fiscal year

    Current fiscal year

    From Period

    1

    To Period

    Current Period

  5. Choose .

    6. The report data is selected again.

    You arrive at the basic screen of the report. In the report header, you see the dimensions defined for this report. Sales organization 1000, Germany, Frankfurt and distribution channel 14 Service.

    Beneath the report header, you find the navigation field which enables you to navigate through the individual service products. In the form of key figures, you find revenues, sales deductions, costs and the resultant contribution margins, which are displayed in the additional columns and are cumulated for the individual accounts receivable.

  6. To access the product level, choose Product in the Navigation area.
  7. If the Drilldown: Callup Documentation on Hotspots screen appears, choose .
  8. Next to the Product field, choose .
  9. Select any product for which you would like to analyze the key figures for all customers and choose .
  10. In the Navigation area, choose .

    11. The characteristic "Product" now appears in a different color.

  11. To access the drilldown list, choose Product.

    12. For each individual key figure, you obtain an overview of all products in sales organization 1000 and distribution channel 14 and of the customers who have generated revenues or costs for these products. It is now possible to perform a direct comparison of all service products. The overall result is displayed in the last line.

  12. To view other key figures for this list, choose .
  13. Remain on this screen.