Displaying the Results in Profitability Analysis 

  1. Call up the transaction as follows:
    2.

    Menu Path

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

    Transaction Code

    KE31

  2. Enter the following data:
    3.

    Field

    Data

    Report

    IDES-ASST

    Report name

    IDES Profitability Report: Assessment

    Basic report

    Select

  3. Choose Create.
  4. In the dialog box, choose Operating concern currency.
  5. Choose .
  6. On the Characteristics tab page in the Char list (on the right of the screen) select Customer group, Industry and Division.
  7. Choose .
  8. To display the sequence in which the characteristics are to appear in the report, choose Sort free chars.
  9. Make sure that the characteristics are in the same order as in step 7. Correct the sequence, if required.
  10. Choose .
  11. Choose the Key figures tab page.
  12. Enter the following data:
    13.

    Field

    Data

    Key figure scheme

    IDES det. CM scheme

  13. Choose Value fields on/off.
  14. In the Available key figures screen area, choose Gross revenue and Marketing
  15. Choose .
  16. Choose the Variables tab page.
  17. Enter the following data:
    18.

    Field

    Data

    Period from

    007.1999

    To period

    007.1999

    Plan/act.ind.

    0

    Version

    		  

    Record type

    		  
  18. Choose Extras ® Basic list.
  19. In the dialog box, select Detail list, then choose .
  20. Choose the Output type tab page.
  21. Select Classic drilldown.
  22. Choose the Options tab page.
  23. In the Performance screen area, enter the following data:
    24.

    Field

    Data

    Display current data

    Select

    Execute report

    Select

  24. Choose .
  25. Choose .
  26. Do not change any of the variables, choose .

    27. In the Marketing field, you see the costs allocated from Cost Center Accounting using the assessment function. To compare these values with the original cost center report, switch to the other session. The amount credited to the cost center in the assessment cost element must be the same as the amount debited to the profitability segment in the Marketing field.

  27. To check the results of the assessment for the individual profitability segments, select Industry, Customer group, and then Division.

    28. In this process, you reconcile the profitability segment with the following characteristic values:

    Field

    Data

    Industry sector

    HITE

    Customer group

    01

    Division

    01

    If these characteristic values are not selected, you can enter the appropriate values for the characteristics by selecting the arrow pushbuttons next to the blue Industry, Division and Customer group fields.

  28. Choose until the overview tree appears.
  29. In the dialog box, choose Yes.