Displaying Line Items in Profitability Analysis 

Use

The costs and revenues are stored under record type C (order and project settlement) in Profitability Analysis through the settlement of the service order.

Procedure

  1. Call up the transaction as follows:
    2.

    Menu Path

    Accounting ® Controlling ® Profitability Analysis ® Information System ® Display Line Items ® Actual

    Transaction Code

    KE24

    If you are processing an operating concern in this session for the first time, the system displays the dialog box Set Operating Concern.

  2. Enter the following data:
    3.

    Field

    Data

    Operating concern

    IDEA

    Type of profitability analysis

    Costing-based

  3. Choose .

    4. This dialog box is only displayed once per session. Once you have made your selection, the system assumes that you will only work in this operating concern and type in this session.

  4. Enter the following data:
    5.

    Field

    Data

    Currency type

    B0

    Date created

    Today’s date

    Entered by

    Your user name

  5. Choose .
  6. In the dialog box, choose .

    7. You find the item or items (depending on whether you created the billing request according to variant A or B or both versions) that has/have the record type C and that was/were posted to CO-PA via settlement from Customer Service.

  7. Double-click on one of these line items.

    8. You are now on the initial selection screen for the line items. Here you can see all the characteristics that can be analyzed in Profitability Analysis. The values for these characteristics were derived from the customer and material master records, the SD partner functions (such as the sales representative), or from CO-PA-specific characteristics.

    For example, you see the customer, industry, product, and so on.

    To view further characteristics, choose .

  8. Choose the Value fields tab page.

    9. You can see detailed information about the billed quantities, revenues, discounts, and detailed product cost components that were derived from SD and CO-PC. Note that the list of value fields spans several screens.

  9. To scroll through the value field screens, choose .

    10. You see the revenue generated due to order billing.

    The costs incurred due to goodwill relate to the usage of materials exchanged out of goodwill.

    The customer discount is calculated from the discount of 100% which has been granted out of goodwill. Material usage is made up of the costs that were generated through the use of materials for the service order. Excluded from this is any material exchanged for reasons of goodwill.

    Sales commission is calculated by valuating anticipated costs from Profitability Analysis.

    Maintenance costs represent the costs of services provided by a service technician.

  10. Choose until the overview tree appears.