Displaying a CS Report in Profitability Analysis 

Use

The report IDES-090 CS reporting uses different accounts receivable and service products to demonstrate how the reporting procedure for service management can be structured. The costs and revenues generated in the previous steps have been prepared for reporting and evaluated as key figures.

Procedure

  1. Call up the transaction as follows:
    2.

    Menu Path

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

    Transaction Code

    KE30

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

    Field

    Data

    Fiscal year

    Current fiscal year

    From period

    1

    To period

    Current period

  4. Choose .

    5. You see 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. The key figures include revenues, sales deductions, costs and the resultant contribution margins which are displayed in the additional columns and are accumulated for the individual accounts receivable.

    In the fourth column, you see the customer Institute for Environmental Research (customer number 1032) for which you have created the service contract (and service order, if applicable).

  5. To access the product level, choose Product in the Navigation field.
  6. If the Drilldown: Callup Documentation on Hotspots screen appears, choose .
  7. Choose next to the field Product.
  8. Select the product(s) which you used in the previous process.

    9. The totals of the value fields for the customer Institute for Environmental Research are obtained from the line items showed previously as well as from any other postings.

  9. Choose .

    10. The characteristic Product now appears in a different color.

  10. To call up the drilldown list choose Product.

    11. 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.

  11. To view other key figures for this listing, choose .

    12. For more information on navigation within a report, see Performing Defined Reports in Profitability Analysis.

  12. Choose until the overview tree appears.
  13. In the dialog box, choose Yes.