Course Overview
The purpose of this course is to provide a thorough understanding of Profitability Analysis.
Learn To:
- Understand the basic principles behind Profitability Analysis.
- Discuss basic data that is used in Profitability Analysis.
- Options for generating plan data and making postings.
- Basic reports and form reports.
Content Emphasis
Skills-Based
Audience
This course is primarily designed for users, interested in exploiting the potential benefits of Profitability Analysis within R/3. Participants should have completed the following course:
13033 Working with SAP R/3
Total Learning Time
5 - 7 Hour(s)
Course Contents
Unit 1: Overview of Profitability Analysis
Duration: 2 Hour(s)
- Objectives and Tasks of CO-PA.
- Integration in Business Areas.
- Objectives of Profitability Analysis.
- Types of Profitability Analysis.
- Finding and Using CO-PA.
- Organizational Structures.
- Costing- and Account - Based PA.
- Data Flows in Profitability Analysis.
- Planning and Drilldown Reporting.
- Planning Scenarios.
- Planning Layout.
- Reporting.
Unit 2: Basic Data of the Operating Concern
Duration: 1 - 2 Hour(s)
- Definitions for CO-PA.
- Characteristics.
- Value Fields.
- Profitability Segments.
- Operating Concern.
- Characteristic Values.
- Characteristic Derivations.
- Record Types.
- Valuation Strategies.
- Assigning Valuation Strategies.
- Assigning Value Fields.
- Defining Planning Layouts.
Unit 3: Planning and Actual Postings
Duration: 1 - 2 Hour(s)
- Planning Scenarios.
- Specifying Data for Copy Transactions.
- Restrictions for Copy Transactions.
- Copying Plan Values.
- Forecast.
- Displaying Forecast Results.
- Top-down Planning.
- Updating Data at Lower Levels.
- Planning at Customer and Product Level.
- Before Valuating the Plan Data.
- Valuating Plan Data.
- Actual Postings.
- Creating an Order.
- Valuating Incoming Orders.
- Billing.
- Transferring and Valuating Billing Data.
- Further Actual Postings.
- Data for Profitability Analysis.
Unit 4: Information System
Duration: 1 Hour(s)
- Basic Reports.
- Creating a Basic Report.
- Executing a Basic Report.
- Details of Basic Reports.
- Form Reports.
- Defining a Form Report.
- Specifying Report Characteristics.
- Flexible Contribution Margin Analyses.
- Hit Lists.
- Profitability Report in Sales.
