Getting an Overview of the Core Terms in Margin Analysis
After completing this lesson, you will be able to:
- Get an Overview of the Core Terms in Margin Analysis
Overview of the Core Terms in Margin Analysis
https://learning.sap.com/learning-journeys/outline-cost-management-and-profitability-analysis-in-sap-s-4hana/outlining-profitability-analysis_b5b7efbb-55ea-4ff5-bc70-15d39d8a14eb
Introduction to Margin Analysis
The following video provides an overview of Margin Analysis.
Master Data
Master data in margin analysis include profitability characteristics and functional areas. Functional areas break down corporate expenditure into different functions, in line with the requirements of cost of sales accounting.
These functions can include:
- Production.
- Administration.
- Sales and Distribution.
- Research and Development.
For primary postings, the functional area is derived according to fixed rules and included in the journal entries. For secondary postings, the functional area and partner functional area are derived from the sender and receiver account assignments to reflect the flow of costs from sender to receiver.
Profitability Characteristics
Profitability characteristics represent the criteria used to analyze operating results and the sales and profit plan. Multiple profitability characteristics are combined to form profitability segments. The combination of characteristic values determines the profitability segment for which the gross margin structure can be displayed. A profitability segment corresponds to a market segment.
For example, the combination of the characteristic values North (Sales region), Electronics (Product group) and Wholesale (Customer group) determine a profitability segment for which the gross margin structure can be displayed.
True vs Attributed Account Assignments
Each activity relevant to Margin Analysis in the SAP system, such as billing, creates line items. G/L line items can carry true or attributed account assignments to profitability segments.
- Goods issue item or billing document item in a sell-from-stock scenario.
- Manual FI posting to profitability segment.
- Primary Costs or Revenue.
- Secondary Costs.
- Balance Sheet Accounts with a statistical cost element assigned.
The derivation of attributed profitability segments is based on the true account assignment object of the G/L line item. This object can be of the following types:
- Cost Center.
- Sales Order.
- Production Order (only for Engineer-to-Order process.)
- Maintenance Order.
- Service Document (service order or service contract.)
After the profitability characteristics are derived, the resulting data is mapped to the G/L line item according to specific mapping rules. An attributed profitability segment is derived to fulfill the requirement of filling as many characteristics in the item as possible to enable the maximum drilldown analysis capability.
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Dear Colleague, I have a small issue. If I enter in sales order header data the wbs element (Account Assignment), then wbs element doesn't copied/mapped into sales order position.. My Questions: Is there any customizing settings for sales order to map wbs element header into wbs element item position?
You can now maintain WBS elements as account assignment objects in subscription orders and solution quotations via the UI and API. In subscription orders, these WBS elements can be maintained at header and item level for subscription items and sales items. In solution quotations, these can be maintained at item level for subscription items.
Instead, use an operation account assignment order (OAA) which is assigned to a sales order item or project. If you want to bill an OAA order via a project, follow these steps: Create a project with a billing WBS element. Assign the OAA order and its operations to this billing WBS element so that they're part of the project hierarchy.
On the Header Data tab page, choose Copy Estimated Costs from Planned Costs. If you perform this transfer before releasing the order, you can document the status of the plan costs at the time when the order is released. Create Settlement Rules for Operations. On the Account Assignment tab page, choose Settlement Rule.
Account assignment automatic determination (WBS) 155 Views. Follow. RSS Feed. Hi, What is the customising path to have the WBS (account assigment) entered at sales order header level in the items (project = WBS) ? I configured a new sales order type and would like to have it determined automatically. Thanks.
Capital Investment Measures. Assignment of WBS Elements. Editing the Work Breakdown Structure. System Statuses in Work Breakdown Structures. Creating a Work Breakdown Structure By Copying. Determining the Project Number from the Sales Document. Using ALE to Distribute the Work Breakdown Structure. WBS Element Events.
WBS Elements as Account Assignment Objects in Subscription Transactions We use cookies and similar technologies to give you a better experience, improve performance, analyze traffic, and to personalize content.
Sep 21, 2009 at 05:51 AM. Hi , You can set the Mandatory field for the WBS element by using the Incompletion procedure. Goto IMG -> SALES & DISTRIBUTION ->BASIC FUNCTIONS--->INCOMPLETION PROCEDURE. There Define the Incompletion procedure and assign this to your sales document type. In the status group set the WBS element as Required field and ...
In our company we don't use PA and WBS elements. There is an issue in VA01 creating sales orders: it is required using of PA element and WBS ( incompletion log). What can we do to avoid this system behavior? We've planned using of profit centers for account assignment in sales orders. Thanks in advance,
SAP Community Migration News! Important Dates! SAP Community will be READ-ONLY from January 16 â January 23 for the technical migration. ... Former Member . Oct 07, 2009 at 01:56 AM Multiple Account assignment (WBS) on Sales Order line item. 76 Views. Follow RSS Feed Hello All. Can I have multiple WBS as an account assignmnet on Sales Order l ...
The derivation of attributed profitability segments is based on the true account assignment object of the G/L line item. This object can be of the following types: Cost Center. Project. Sales Order. Production Order (only for Engineer-to-Order process.) Maintenance Order. Service Document (service order or service contract.)