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Transcript of CO-PA Management BPO
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ProfitabilityManagement
with
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Overview
Imagine you are a Sales Business Analyst
Introduction into Profitability Management
Profitability Reporting in mySAP.com
1
2
5
Transferring Actual Data to Profitability Analysis3
Profitability Planning4
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Analyze Market Development
• Market growth / Market share
•
Trends in demand and prices• Trends in technology
Portal for a Sales Business Analyst / Tasks
Web browser access
Workplace of a Sales
BusinessAnalyst
Analyze Sales Figures
• Sales by office / regions and
customers
• Sales by products
Analyze Profitability and Margins
• Gross margins by customer
• Evaluate the efficiency of field
service and promotional activities
• Contribution margins by products
Sales Budgets
• Coordinate sales activities
by setting goals
Early Warning Indicators
• Analyze the current sales
pipeline
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Portal for a Sales Business Analyst / Screens
Web browser access
Workplace of a Sales
BusinessAnalyst
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The Workplace with MiniApps
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Overview
Imagine you are a Sales Business Analyst
Introduction into Profitability Management
Profitability Reporting in mySAP.com
1
2
5
Transferring Actual Data to Profitability Analysis3
Profitability Planning4
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Integrated Business Model to Collect Revenue and Costs
Sales quantity
Sales revenue
- Rebates
Net revenue
- Direct costs
- Var. prod. costs
Contrib. margin I
- Fixed prod. costs
Contrib. margin II
- Variances
- Overhead costs
Operating profit
Act. Plan
Documents
Value flows
SD Transfer of
billing docs
FI
CO-
PC
Direct
Valuation
using cost
estimates
CO-
PC FI
CO-
OM
Transfer of
overhead
Planning
Customizing
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Views of Profitability Management
Profit Centers
Profitability
Segments
Responsibility Accounting Profitability Analysis byMarket Segments
Revenue 2000Discounts 100COGS 460
Contr.Margin 1440Marketing 230 ...
Revenue 2000Salaries 468Material 230
...Profit 1000ROI 12 ...
Procurement Production Distribution Sales
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Profitability Analysis by Market Segments
Reporting Dimensions
Customer Region
Sales officeBusiness Unit
Revenue
Cost
Sales Quantity
Sales Revenue
Customer discount
Sales commission
Direct sales costs
Net revenue
Direct material costs
Variable production costs
Contribution margin I
Material overhead
Fixed production costs
Contribution margin II
Variances
Contribution margin III
Overhead costs
Operating profit
Product
Determ ine and analyze the prof i tab i li ty of market segments
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Responsibility Accounting by Profit Center
Reporting Dimensions
Profit Centers
Answers
Profit
Sales Revenue
Sales Deductions
Cost of Goods Sold
Operating Profit
Liabilities
Accounts Receivables
Invested Capital in Assets
Inventory
Cost of Capital
Return on Investment
Accounts
ROIEquity Turnover
Return on Sales
Economic Profit Invested
Capital
Determ ine and analyze prof i t , balance
and f inanc ial rat ios by Prof i t Center
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Integrated Business Model
Business
ProcessProduction
Goods
movement Sales/Billing Procurement
VA
L
U
E
FL
O
W
PP SDMM MM
CO-PC
CO-
PA
FI
CO-OM
Standard costs
VariancesManufacturing
Administration
Marketing
Sales
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Organizational Units
ControllingArea
CompanyCodes
Profitability-Segment
OperatingConcern
Profitability-Segment
CompanyCodes
Sales Organization
DistributionChannel
Customer Customer
Plant
CompanyCodes
ControllingArea
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Basic Concepts of CO-PA
Sales Region North
Product Prod1
Product Group Electronics
Customer Cust1
Customer Grp WholesaleState Illinois
Sales Rep Miller
Characteristics
Revenues 800
Discounts 100
COGS 650
Value Fields
Revenue
Discounts
COGS
Profi tabi l i ty
segment
Values
R E G I O N
PROD. GROUP
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PZ
Input
Cust.
Product
Sls rep.
District
State
Cust.grp
Prod.grp
Sls reg.
Strat.BU
R1
P1
C1
Output
Cust.
Product
Sls rep.
District
State
Cust.grp
Prod.grp
Sls reg.
Strat.BU
SR
R1
P1
C1
D1
S1
G1
PZ
SB
Product
Customer group
State
Product group
District
Sales rep. Sales region
Strategic
business unit
Customer
Characteristics Derivation Concept
D1 S1
G1
SB
SR
DERIVATION
SDCO-
PA
R1
P1
C1
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Output
Quantity
Customer Disc.
Revenue 10000
1000
10Quantity 10
Var. pr od . co sts 5,200
Fixed pro d. cos ts 1,800
Special hand l ing 200
Revenue 10,000
Sales commision 500
Valuation Concept
Input
Billing Document
Customer 1000
Product P-100
Quantity 10
Revenue 10,000
Discounts 1,000
…
… Valuation
SD CO-
PA
Special handling
Sales commision
Fixed prod. costs 1800
500
200
5200Var. prod. costs 5200
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Ergebnisbereich-Templates
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Overview
Imagine you are a Sales Business Analyst
Introduction into Profitability Management
Profitability Reporting in mySAP.com
1
2
5
Transferring Actual Data to Profitability Analysis3
Profitability Planning4
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Sources of Value Fields
SD
Cost Center
Order
Process
Cost Estimate
General Ledger Posting
Billing Document
FI
CO-OM
PS
CO-PA
WBS Element
Network Operation
Additional Costs
Quantity
Sales Revenues
Sales Deductions
Cost of Goods Sold
Variable Cost of Goods Mfd
Fixed Cost of Goods Mfd
Bonuses
Freight Costs
Sales and Administration Costs
Marketing Costs
Variances
Research & Development Costs
Estimated Discounts
Estimated Bonuses
CO-PC-OBJProduction Order Production Variances
CO-PC
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YES
Transfer Billings Document to CO-PA: In Detail
NO
Derivation error Error in account-
determination
Cost estimate not
found
SD Header : Customer 47
Item 10: Product A
Item 20: Product B
SAVE
Billing-documentSD
Info
missing ?
Release to
Accounting
CO
PA
FI
FI-Docu-
ment
Line-item 1
Line-item 2
Customer 47Product A
Revenue ...
Disc. ...
COGS ...
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Reconciliation Report FI / SD and CO-PA
Rel. 4.5
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Kunde/ArtikelKunde/ArtikelKunde/Artikel
Source Related Allocation of Overhead Costs
Company
overhead
Operation Profit
Customer Group
1
overhead costs
sales dept.
CM4
Product Group
1
productionvariances
CM3
Customer A/
Product 1
revenue
rebates
net revenue
var. prod. costs
CM1
fix prod. costs
CM2Cost Centers
cost center “production“
cost centers“sales dept.“
revenue
:
:
:
CM1
:
CM2
revenue
:
:
:
CM1
:
CM2
:
:
CM3
revenue
:
:
:
CM1
:
CM2
:
:
CM3
:
:
:
CM4cost center “administration“
./.
./.
./.
./.
./.
./.
Di t P ti f S l C t
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Direct Posting of Sales Costs
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Pl i Diff l
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Planning on Different Levels
Cost of Goods Sold
Distribution
Expenses
Marketing
Expenses
Sales Volumes
Revenues
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Elements in Planning
Plan
Package
Planning Level
Planning Method
Characteristics
Sales Organizat ion: Sou th
Div is ion Customer Group
Product
Characteristic Values
Div is ion: Pumps
Custom er Group: Indu str ia l
Product : *
Perio d/Year: 01.00 - 12.00
Record Type: F
Change Planning Data
Planning Layou t
Currency
Distr ibut ion Key
Numb er Format
Parameter Set
O i f Pl i F k
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Overview of Planning Framework
Planning method
Parameter set
Parameter set
Definition ScreenPlanning level
Planning package
Planning package
Planning package
N Pl i F k
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New Planning Framework
Status of the planning package
All automatic planningfunctions included
Th CO PA Pl i F ti O i
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The CO-PA Planning Functions: Overview
Customizable
planning layout
Integrated Excel
Planning @Web
Manual Plann ing
Revaluations
Valuations
Period dist.
Forecast
Planning A ids
Event planning
Monitoring of
sales deals
Sales and Promo t ions Budget
Au tomatic Planning Funct ions
Transfer of cost center costs/
process costs
Settlement of order planning data
and project planning data
Transfer of quantities to/from SOP
Transfer of planning data to/from LIS
Transfer of planning data to PCA
Transfer of planning data to F/GL
Retraction of BW-Data
Integrated Plann ing
Copying/deleting/adapting plans
Top-down distribution
Planning
in
CO-PA
N Pl i F ti i P Vi
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New Planning Functions in a Process View
Plan
proposal
Annualgoals
Objectives
by ...
Bottom-up
planning
Valuated
plan
Complete
contributionmargin plan
Are
objectives
attained ?Reference
data
T Diff t R l
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Two Different Roles
Coordinates and
organizes the planning
process
Configurates the planning
process in the system
Decides what should be
planned Decides who should plan
what
Contributes his
business knowledge as
an end user
Receives a personalized
view of his planning
Does not need any
knowledge of theplanning process and
technical aspects
Planning Coordinator Operative Planner
N Pl i F ti i P Vi
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New Planning Functions in a Process View
Plan
proposal
AnnualGoals
Objectives
by ...
Bottom-up
Planning
Valuated
plan
Complete
contributionmargin plan
Are
objectives
attained ?Reference
data
Manual Planning of Annual Goals
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Manual Planning of Annual Goals
Fix SAP Sheet and
flexible Customer Sheet
Full Excel Macro
functionality available
Planning with a Ratio Scheme
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Planning with a Ratio Scheme
Record type F Year 2000
Reference version: Actual data
Customer
Group
Price
(Ratio M1)
01
02
03
10.00
15.00
12.00
Record type F Year 2001
Version 1, plan version
Customer
Group
Revenue
(Qty * M1)
Sales Qty.
(Plan)
01
02
03
25,000
10,000
10,000
250,000
150,000
120,000
Ratio M1 =
Ratio Scheme A:
Revenue
Quantity
Method: Distributing Entire Values
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Method: Distributing Entire Values
Prod. groupPumps
Nonassigned
Total
Credit
Revenues2000
10003000
-3000
Plan Values
Product
P1
P2
Prod. group
Pumps
Pumps
Revenues
Result: Distributed Values
Quantity in '99 100
200
Reference Data
ProductP1
P2
Prod. group Pumps
Pumps
Value to be
distributed
Result1/3*3000 = 1000
2/3*3000 = 2000
New Planning Functions from a Process View
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New Planning Functions from a Process View
Plan
proposal
Annualgoals
Objectives
by ...
Bottom-up
Planning
Valuated
plan
Complete
contributionmargin plan
Are
objectives
attained ?Reference
data
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Classic Layout
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Profitability Planning
@ Web
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Integrated Excel
New Planning Functions in a Process View
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New Planning Functions in a Process View
Plan
Proposal
AnnualGoals
Objectives
by ...
Bottom-up
Planning
Valuated
Plan
Complete
ContributionMargin plan
Are
Objectives
Attained ?Reference
data
Integration of Planning
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Integration of Planning
EC-
PCA
Internal orders
Cost center CO-
OM
Projects
PS ABC BusinessProcess
CO-
PA
Overview
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Overview
Imagine you are a Sales Business Analyst
Introduction into Profitability Management
Profitability Reporting in mySAP.com
1
2
5
Transferring Actual Data to Profitability Analysis3
Profitability Planning4
Checking Your Planning Results in Reporting
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Checking Your Planning Results in Reporting
Extraction of Data from CO-PA to SAP BW
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Extraction of Data from CO PA to SAP BW
InfoCubes
DataSource (Characteristics / Value fields)
BW InfoSource (InfoObjects)
SAP BW Server
OLTP R/3
CO-PA
CO-PA
Metadata
Mapping
Flow of
Transaction
Data
BW 2.0
Web-Enabled Drilldown Reporting
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Web Enabled Drilldown Reporting
You can draw report
data by executing reportsfrom your personal
user's role menu
With the help of
MiniApps, report
data is placed rightat your fingertips
The Workplace with MiniApps
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The Workplace with MiniApps