CO PA Enhancements E

Enhancements in Profitability

Management(CO-PA)

SAP AG 2001, Title of Presentation, Speaker Name 2

Overview: What’s New in Profitability Analysis ?

Enhancements in CO-PA Planning New Planning Method “Planning Sequence” Variables for Planning Levels and Packages

Enhancements of Actual Postings: Periodic Adjustments Creating Line Items for Profit Center Valuation Enhancements in Periodic Valuation Various Enhancements in Top-Down Distribution

Integration of CRM and R/3 Financials 2 Scenarios: Service and Sales New Feature in CO-PA


New Method: Planning Sequence

New Planning Method: Planning Sequence


Variables for Planning Levels and Packages

Choose Variableas Characteristic


Creating Line Items for Profit Center Valuation

Line items can be created for both valuation views Legal Valuation Profit Center Valuation


Enhancements in Periodic Valuation

Select Valuation View

Further Selection Criteria


Enhancements in Top-Down Distribution

You can separately distribute the data of single valuation views All Valuation Views Legal Valuation View Profit Center Valuation View

You can distribute data with various record types in a single run

You can specify the currency type for the reference data: Source Data Currency Company Code Currency (Always) Operating Concern Currency (Always)

You can use reference data with various record types You can cumulate record types


Top-Down Distribution of Single Valuation Views


Top-Down Distribution of Various Record Types

Multiple Selection


Specifying the Currency Type for Reference Data


Reference Data with Various Record Types

Multiple Selection

Summarize Record Type


Example: Cumulating Record Types

Actual Data

RecType Cust. Product Revenue

F # A 1000

A # A 3000

B # A 2000

Reference Data


A X A 10

A Y A 40

A Z A 50

B Y A 50

F X A 80

F Y A 20

Multiple Selection for Record Type

Actual Data: F, A, B

Reference Data: A, B, F

Result: Without Cumulating the Record Type


F X A 100

F Y A 400

F Z A 500

A Y A 3000

B X A 1600

B Y A 400

Result: With Cumulating the Record Type


F X A 360

F Y A 440

F Z A 200

A X A 1080

A Y A 1320

A Z A 600

B X A 720

B Y A 880

B Z A 400


ContactCenter

KnowledgeManagement Service Order

Processing

Field Service Execution,Service Completion,

Confirmation

ResourcePlanning

66

22

11

33

55

Service Billing, Controlling

44

Internet Customer Self-Services

Fax

E-Mail,Letter

Phone

CRM Service Scenario


Controlling Scenarios for CRM Service

Mass-Object Controlling The system uses the account assignment table to assign the CRM

service order to a profitability segment Costs and revenues are posted directly to a profitability segment Analysis of costs and revenues in profitability analysis (CO-PA) with

original CRM characteristics

Single-Object Controlling Controlling by CRM service order or CRM service contract The system uses the account assignment table to assign CRM service

order/contract to an internal order Costs and revenues are posted to the internal order Overheads and process costs can be applied Results analysis Settlement of cost of sales and revenues to CO-PA Original CRM characteristics are available on the internal order in

reporting and CO-PA


ContactCenter

Opportunity,Activities Sales Order

Processing

Procurement,Delivery

ATPCheck

66

22

11

33

55

Billing, Controlling

44

Online Store,Internet Orders

Mobile Sales

E-Mail

Telesales

CRM Sales Scenario


Incoming Sales Order

CRM R/3-CABilling Engine

R/3-SCM R/3-FI R/3-COR/3-PlugIn

Determineorg. units

2

Create order

1

9Replicateof sales order

Billing duelist

8

Create profitabilitysegment

Check if relevant forControlling

4 5

Creditlimit

check

3

Incoming salesorder

Determineprofitabilitysegment

76


Delivery Related Billing

CRM R/3-CABilling Engine

R/3-SCM R/3-FI R/3-COR/3-PlugIn

Update billing due list

14

Revenues Determineprofitabilitysegment

Updatebilling

Costs ofCosting -BasedCO-PA

Createbilling

document

15 16 17 19

18

Inventoryposting

Costs ofAccount -BasedCO-PA

1312

Replicationof sales order

Goodsissue

Createdelivery

10

11


Controlling Scenarios for CRM Sales

Mass-Object Controlling The system uses the account assignment table to assign the CRM sales

order to a profitability segment Costs and revenues are posted directly to a profitability segment Analysis of costs and revenues in profitability analysis (CO-PA) with

original CRM characteristics

Special CRM Sales Processes Return Orders Credit/debit memo Sales contract relevant for billing Intercompany process including profit center accounting


What is available ?

CRM Sales Integration to R/3 Financials: As of CRM Release 3.0 As of R/3 Releases 4.0B, 4.5B, 4.6B. 4.6C and R/3 Enterprise

CRM Service Integration to R/3 Financials: As of CRM Release 3.0 As of R/3 Releases 4.6B. 4.6C and R/3 Enterprise


Transfer CRM Characteristics to CO-PA

CRM Characteristics ...

... available in CO-PA

CO PA Enhancements E

Documents

Transcript of CO PA Enhancements E