Summarization hierarchies are an analysis tool you can use to summarize values upwards in hierarchical structures that you define. This makes it possible to analyze values and quantities at higher levels, such as at plant level. You use a summarization hierarchy in Cost Object Controlling to analyze costs and quantities that arose in the production process, summarized for a particular analysis period, at a higher level.
For example, suppose you specified that your order data is to be summarized by the following:
You can then display data for a particular plant and analyze the data for that plant for the different order types.
You can use a summarization hierarchy to summarize the values of the following objects:
Depending on your requirements, you can summarize objects only of a particular object type (such as production orders) or multiple object types together. When you summarize objects of particular object types, dependent objects of another object type will be summarized as well. For example, if you summarize a project, internal orders assigned to the project will also be summarized. When you summarize sales orders, you can choose whether to have manufacturing orders which were assigned to that sales order summarized with that sales order.
You can define exception rules so that nodes of the hierarchy that meet certain requirements are marked with traffic lights (red, yellow, or green). This enables you to highlight areas that must be analyzed further. You can expand the hierarchy overview in cost element reports into the individual nodes and then analyze the nodes in more detail.
The summarization hierarchy has to be defined before summarizing objects. When you define a summarization hierarchy, you specify which fields and objects are to be summarized. Values in object currency are only summarized if the summarization hierarchy contains a plant or company code node.
You define a summarization hierarchy in Customizing for the Information System under Controlling ® Product Cost Controlling ® Information System ® Cost Object Controlling ®Settings for Summarized Analysis/Order Selection ® Maintain Summarization Hierarchy.
If the master data fields in the step Maintain Summarization Hierarchy do not meet your requirements in defining hierarchy levels for the summarization of orders or projects, you can use classification. This enables you to use characteristics so that other fields meet your requirements. Due to the increased volume of data and performance problems in master data maintenance which result from this, you should consider your need for additional fields carefully. You do not process the step Maintain Summarization Hierarchy to create additional fields. Instead, you define an order hierarchy in Customizing for the Information System under Controlling ® Product Cost Controlling ® Information System ® Cost Object Controlling ® Settings for Summarized Analysis/Order Selection ® Order Hierarchy and Selection with Classification ® Create Order Hierarchies.
If you want summarization to depend on the order status, you must have already created a status selection profile in Customizing and entered it in the definition of the summarization hierarchy. You can find this step in Customizing for the Information System under Product Cost Controlling ® Information System ® Cost Object Controlling ® Settings for Summarized Analysis/Order Selection ® Define Status Selection Profiles.
The individual levels of a summarization hierarchy contain master data fields or parts of master data fields. For each value in a field (such as plant 1000, plant 1100, plant 1200), the system creates totals by period and cost element and writes them to a summarization object. The values on the different summarization objects can be analyzed in the Information System.
Many reports are available for this purpose in the Information System of the SAP standard system under the report category Summarized Analysis. For example, you can call up a plan/actual comparison for a summarization object (such as sales office 1000).
Alternatively, you can display a hierarchy report for a specific summarization hierarchy. This shows you a hierarchical overview of the summarization objects that were generated by the summarization. If you created an exception rule when executing a data collection run, traffic lights will be displayed in the overview.
A summarization hierarchy summarizes data such as the following:
The less data you summarize, the shorter the runtime of the database run.
The master data fields, which you can use to summarize data, are preset and depend on the type of object being summarized. When you summarize sales orders, therefore, the master data fields available to you when you define a summarization hierarchy are different from those available when you summarize internal orders. If these fields do not meet all your requirements, you can define additional fields for summarizing orders or projects. However, you must use classification in this case.
You can reduce the volume of data to be summarized by making the summarization of order values depend on the status of the orders. For example, you can summarized only the data of orders for which variances have already been calculated.
The data summarized with a summarization hierarchy is collected in a data collection run. You must execute the data collection run before you can use reports for summarization. This means that a report for summarization objects always shows the dataset that was current at the time of the last data collection run. You must therefore execute a new data collection run if you want to see current values in your reports.
You can call up cost element reports for individual summarization objects from the hierarchy display. The available reports are displayed in a dialog box. Choosing a report displays data for the selected summarization object. This enables you to see data such as the summarized actual values, plan values, and variances for a particular plant.
It is also possible to call up the hierarchy overview from the selection screen of a report for the analysis of a summarization object.
Notes on Calling up Reports for the Summarization Hierarchy
Reports for analyzing summarization objects are found in the Information Systems of the individual application components of the SAP standard system under the report category Summarized Analysis.
To call up a report for a summarization object, enter the technical name of the summarization hierarchy in the selection screen. You must also enter the hierarchy type. The hierarchy type is usually CO. However, if you have run summarization for an order hierarchy using classification, you must choose hierarchy type OR.
In the Subhierarchy field, specify the summarization object to be analyzed. Display the possible entries (F4) for this field and choose the summarization object that you want to analyze.
For more information about collecting and updating data for summarization, seeData Collection for Summarization Hierarchy. Joint Production in the Information System
You use the cost analysis to analyze the data aggregated with the summarization hierarchy. You can find information on this underCost Analysis.