See sample report, pdf training material and distributed profitability analysis tutorial. Then configure the interfaces between copa and other sap erp components, and set up the valuation and planning processes. Sap project systems is integrated with almost all the modules in sap. Sap copa profitability analysis tutorial, tables, tcodes. If youre looking for a free download links of controllingprofitability analysis with sap pdf, epub, docx and torrent then this site is not for you. As we know it is being used in the sap copa profitability analysis in co component which is coming under co module controlling.
Features in the application component copa, users can define own master data, the basic structures of this form of profitability analysis. Cima official terminology 2005 kotler 1997 defines a profitable customer as. Sap co profitability analysis copa is used for the evaluation of market segments which is classified according to products, customers, and orders. Learn sap controlling configuration with full knowledge of sap co copa. With the help of the profitability analysis, costs and revenues on one market segment can be compared, wherein. A profitability segment is an element of an operating concern which is formed by a number of characteristics. Sap copa configuration in sap controlling howto guide by. Results analysis methods contain the rule for calculating the results analysis data. Dive into master data, actual value flow, and data enrichment.
The best possible course for evaluation of business efficiency may be inputoutput analysis. A long time ago, a young engineer was looking for a job right out of schoo l. In ecpca we structure the units which we want to evaluate as profit centers. The combined profitability analysis is a further development of the costingbased profitability analysis. By using the multiprovider, you can make your data modeling more flexible. Sap profitability analysis in co co pa transaction codes full list. Kes1 sap tcode for copa maintain characteristic values.
If you select edit company code, you will get the following window. Profitability of the companies selected for study has been analyzed with the help of ratio analysis and various ratios have been calculated. Pdf profitability analysis copa sap abdellah yassine. Customer profitability analysis is simply a tool from managerial accounting that focuses on individual customer profitability instead of looking at product line profitability. Sd, projects component ps as well as production orders and run. The two useful tools provided by sap to analyzed profitability of an organization are profitability analysis copa and profit center accounting.
Kemo is a transaction code used for profitability report. Profitability analysis provides a basis for decisionmaking, for example, for price determination, customer selection, conditioning, and for choosing the distribution channel. The manual planning function lets you define planning screens for your organization. It is used to group the costs and revenues as per the value fields. Sap press equips you with 110 things that unlock the secrets of working with the controlling component in sap.
In accountbased profitability analysis the values are stored in accounts, whereas in costingbased profitability analysis they are stored in value fields. The integration between sap project system ps with sap erp r3 application modules allows you to design, plan, and execute the projects as part of your normal project procedure. Profitability analysis copa enables you to evaluate market segments, which can be classified according to products, customers, orders or any combination of these, or strategic business units, such as sales organizations or business areas, with respect to your companys profit or contribution margin. This overview tutorial contains its tcodes, tables, components and pdf tutorials. Speed up your profitability analysis performance with sap hanas copa accelerator by dr. Profitability analysis in sap s4hana and subsequently in.
Profitability can be measured by relating output as a proportion of input or matching it with. This includes both units you want to evaluate characteristics and the categories in which you analyze values. Profitability analysis copa enables you to analyze profit or contribution margins by market segment or by strategic business unit such as a sales organization or business area. Customer and product profitability predictive modeling statistical analysis other none of the above percentage of respondents source. Comparing profitability analysis and profit center accounting lesson objectives after completing this lesson, you will be able to. This chapter describes the basic objectives and contents of this book, chapter by chapter. Get more at sap professional journal helps you overcome your toughest sap challenges. Profitability analysis copa enables you to evaluate market segments, which can be classified. Your market segments can be classified according to products, customers, orders, or any combination. Profitability analysis mainly helps in analysing this available information to evaluate and improve the profits in an organization. Here we would like to draw your attention to kes1 transaction code in sap. Chapter5 analysis of profitability particular page no. Sap co profitability analysis in sap fico tutorial 06 may.
Profitability analysis, along with profit center accounting ecpca, is one of the application components for profitability accounting. Project profitability analysis article pdf available in military technical courier 661. Maintain the valuations methods for the versions okg3 4. Sap ag profitability analysis co pa icons icon meaning caution example note recommendation syntax typographic conventions type style description example text words or characters that appear on the screen. Sap copa configuration profitability analysis sap press. Controllingprofitability analysis with sap amazon s3. In an sap system, the operating concern is the organ izational unit responsible for profitability analysis co. Learn about the updates and developments to profitability analysis in sap s4hana finance. Here we would like to draw your attention to cjif transaction code in sap. Each planning method is executed via parameter set. Epub, mobi, pdf, online isbn 9781493215881 from the book. Configuring controlling in sap erp with this ebite, youll learn how to configure costingbased profitability analysis copa in sap controlling. I have prepared this diagram to represent the integration using database tables and their relationships. In copa planning, a sales and profit plan can be created.
Two types of profitability analysis are supported by sap co. The data table of this worksheet contains the following columns. Ac605 profitability analysis mysap financials date training center instructors. Sap co planning method allows you to plan the profitability segments as mentioned in the planning packages. These include field names, screen titles, pushbuttons as well as menu names, paths and options. Ps is the ownerof the proman facility which tracks and helps manage all the procurement document flows. Measures of marginal profit are derived for the two payment classescost payers and charge payersthat the hospital industry must consider in profitability analysis, i.
Work breakdown structure wbs elements from project system ps, among others. The system takes into account all the costs and revenues associated with the execution of a forwarding order in the analysis. The purpose of this worksheet is to create a basic profitability analysis based on the data of the other five worksheets. You can create new company code by selecting both the options. After studying hard and getting good grades, he had. Jan 16, 2018 profitability analysis is one the most vital and valuable functionality provided by sap controlling module. View copa components, tables, transaction codes and pdf tutorials. You can create profit center according to region branch offices, plants function production, sales, or product product ranges, divisions. Results analysis is a periodic process that determines the costs and revenues for a period based on planned costs and revenues and the percentage of completion poc. Using the sap master data customer, product, customer hierarchy or copa derivation rules, additional characteristics can be derived based on those entered manually or transferred from. The inventory values w ip and revenue in excess of billings can be posted to financial. Project definition is the center of universe in project systems.
Almost 85% of respondents indicated that their organisations carry out analysis on cost and profitability, and that this is considered across multiple dimensions product service 72%, company 66%, geography 52%. Topic gateway series customer profitability analysis 3 definition and concept customer profitability analysis cpa is the. The greater the volume of profit, the higher is the efficiency of the concern. Optimise business performance and improve the bottom line with the sap profitability and performance management application. It does, however, provide the tools that permit the analysis of customer profitability. In this blogs we will talk about the profitability analysis options in sap s4hana and then further we will discuss about the product roadmap and handling copa in sap central finance. Sales and distribution sd ps has a fairly straightforward integration with sdvia order numbers. Profitability analysis in sap co part 1 costing based. Speed up your profitability analysis performance with sap. Consequently, a plan is always made either in accounts accountbased copa or in value fields costingbased copa.
The every day guide to the sap project systems module for v 5. Lord keynes remarked that profit is the engine that drives. Sap copa full form is profitability analysis is a financial reporting tool coming under co module. To execute a planning method, you need to define it in a parameter set. Quick guide to sap copa profitability analysis espresso.
The information system lets interactive analysis of existing data from a profitability standpoint using the functions of the drill down reporting tool. Effective cost management and profitability analysis for the. With this ebite, youll learn how to configure costingbased profitability analysis copa in sap controlling. You will get more technical details of each of these sap copa tcodes by clicking on the respective tcode name link. Empower finance and business teams with actionable insights from sophisticated models such as profitability and cost allocations, driverbased planning, sharedservices costing, cashflow modelling, and funds and liquiditytransfer pricing. S4f29 profitability analysis in sap s4hana course outline. Business requirement is also to have profitability analysis against each team i. Co pa is a truly generic extraction with a totally different delta mechanism so you have to create generic flow structure to have a accurate analysis. A profitability segment corresponds to a market segment. You can see my other posts regarding co pa in the following links to understand the extraction better. Gartnerfei study helps you understand the cfos technology view in. Setting the posting rules for settlements from ra okg8. Course objectives understand the functions in profitability analysis.
Sap profitability and performance management planning. Cos and revenue affecting net income can be transferred to profitability analysis using. Each intersection corresponds to a profitability segment each combination of characteristics is a profitability segment. Thus a company has to attract and retain those customers who are profitable. Reposting and analysing controlling profitability analysis. Analysis of the revenue streams and service costs associated with specific customers or customer groups. Additionally, ps can help manage the mrpmaterial requirements planning cycle with its mrpgrouping functionality. Here is a list of important 545 transaction codes used with sap copa component sap profitability analysis in co coming under sap co module. Prepare, present, and lead project exploratory workshops and sap solution gap analysis from the opportunity stage to.
Profitability analysis mainly has a focus on three criteria customer profitability analysis, customer product profitability analysis, increasing company profitability. The amount of profit earned measures the efficiency of a business. Profitability analysis copa sap ag profitability analysis copa 10 april 2001 features in the application component copa, you can define your master data seite 39, the basic structures of this form of profitability analysis. A profitability segment in an operating concern is defined by a. Navigation through a multidimensional data cube using a number of different functions such as drill down or switching hierarchies can also be performed there. These methods will help you to capitalize the costsrevenue. Profitability analysis in operations essentially includes evaluation of market segments or strategic business units. The segments can be based on different user inputs like country wise, customer wise. Profitability segment object within profitability analysis to which costs and revenues are assigned.
Optimize business performance and improve the bottom line with the sap profitability and performance management application. Define the line ids and the cost elements relevant for ra okg5 5. Plant key and text product sold key and text customer group key and text gl account key and text key figures. What are the types of profitability analysis provided by sap co.
Mar 08, 20 profitability analysis copa enables you to evaluate market segments, which can be classified according to products, customers, orders or any combination of these, or strategic business units, such as sales organizations or business areas, with respect to your companys profit or contribution margin. Profitability analysis as multidimensional analysis. Kes1 is a transaction code used for copa maintain characteristic values in sap. Welcome to the world of profitability analysis with sap.
Sap profitability analysis in co copa transaction codes. Costingbased copa is available in sap erp financials and sap. The guideline does not present a detailed examination of an allinclusive analytical tool for determining customer profitability. The profitability segment is built out of gl accounts and. Cos and revenue affecting net income can be transferred to profitability analysis using settlement. For more information, see the sap library under financials controlling profitability analysis. Download controllingprofitability analysis with sap pdf ebook. Ke4t post sales order subsequently to profitability analysis. Whereas both types of profitability analysis can receive actual data in parallel, there is no common source of planning data. Sap co profitability analysis is used to analyze the market segments classified as products, customers, sales area, business area, etc.
The profit of a business may be measured and analyzed by studying the. Get ready to add to your co arsenal, and replace some cumbersome techniques youve been using for cost object controlling, profit center accounting, profitability analysis, and more. Options and challenges for profitability analysis copa. It aims to look at various cost drivers to be able to accurately isolate costs and determine a products profitability. Analysis of profitability 123 conclusion 161 reference 162. By comparing these results with actual postings recorded previously in financial accounting, the analysis provides postings in financial accounting wip, reserves. In simple terms an analysis of cost and revenue of the firm which determines whether or not the firm is profiting is known as profitability analysis. This page explains the tools used for reposting and analysing historical copa controlling profitability analysis documents. Pdf sap profitability analysis anil kangotra academia. An analysis of cost and revenue of the firm which determines whether or not the firm is profiting is known as profitability analysis.
Karol bliznak, vice president, sap ag, and carsten hilker, solution manager, sap labs this article is from sap professional journal. It helps the management to analyze it profitability from various dimension, develop its strategy and make decisions by collecting and analyzing all the useful data from other functions like, material management, sale and distribution. As we know it is being used in the sap ps is information system in ps component which is coming under ps module project systems. Course participants learn about the structure and business terms from the management accounting area profitability analysis copa in the sap system discuss the actual and plan value flows use the reporting functions in order to meet information requirements. The option copy, delete, and check company code allows you to copy all configuration and tables automatically. Empower finance and business teams with actionable insights from sophisticated models such as profitability and cost allocations, driverbased planning, sharedservices costing, cashflow modeling, and funds and liquiditytransfer pricing. Effective cost management and profitability analysis for the financial services sector 3 if the financial services industry is to survive under the present challenging economic conditions, it will have to make the added value of its products and services more transparent than ever. Hence, project system module has the constant data access to all the departments involved in the project. Define the flow of the actual values in profitability analysis and profit center accounting analyze the integration within accounting and the postings to profitability analysis. Terms with similar meanings include earnings, income, and margin. You can calculate the profitability of a profitability segment by setting off its sales revenues against its costs.
Just follow the arrow mark towards project definition table proj. In this page we will explain the usage of below mentioned transactions ke4f prepare subsequent posting of incoming sales order to copa. Bonn boston marco sisfontesmonge controllingprofitability analysis with sap 386. This is known as profitability analysis or customer profitability analysis cpa. Traditionally there were two forms of copa definition taken from online sources accountbased copa. Cover of sap copa configuration profitability analysis. You can now valuate the characteristics of the product hierarchy in reporting. Profitability analysis measures the amount of profit earned due to the efficiency of any operation in a business. Profitability analysis is one the most vital and valuable functionality provided by sap controlling module. It is used to ensure that access is provided at all times to a complete, shortterm profitability report. Here we would like to draw your attention to kemo transaction code in sap. Public sector unit and tata steel private sector has been selected for the purpose of the study. Profitability analysis uses costofsales accounting method. Profitability is a measure of evaluating the overall efficiency of the business.
40 218 12 106 1407 398 614 178 458 487 1152 840 364 1074 530 1289 180 408 1209 35 748 922 671 354 130 911 118