Margin Analysis with SAP S/4HANA
(englisch)

Begin with the basics: what makes margin analysis key for any organization, which SAP solutions analyze multi-dimensional profitability, and why margin analysis stands out in SAP S/4HANA. Examine the role of fixed characteristics, referenced characteristics, and user-defined characteristics in your SAP S/4HANA system. Then create your operating concern and activate margin analysis in SAP S/4HANA. Finally, set up characteristics derivation with table lookup, moving, clearing, and enhancement.

Topics

• Types of profitability analysis
• Fixed characteristics
• Referenced characteristics
• User-defined characteristics
• Operating concern
• Margin analysis activation
• Table lookup
• Derivation
• Moving and clearing
• Enhancement

Get a good look at how your data moves! Discover how the values from your sales and distribution, financial accounting, and materials management processes get updated in your margin analysis calculations. Then configure the underlying technical setup for these value flows in SAP S/4HANA. See how you can achieve COGS split during PGI, when to do manual finance postings, and which predictive accounting and procurement scenarios warrant data updates.

Topics

• Order-to-cash value flows
• Predictive accounting value flows with sales orders
• Value flows from finance postings
• Materials management value flows

Spend a day digging into value flows from your controlling processes. Learn how to settle values from temporary cost objects such as internal orders and production orders. See how the attributed profitability segment takes you a step closer to real-time reporting. Set up an expenses allocation cycle to allocate marketing and general overhead costs to various profitability segments using both classic assessment cycles and the new universal allocations functionality in SAP S/4HANA.

Topics

• Settling internal orders to margin analysis
• Settling production variances to margin analysis
• Attributed profitability segments
• Assessment cycles
• Universal allocations

Are you ready to share your margin analysis results? Learn how report design contributes to clearer decision-making based on your profitability analysis results. Then create summary reports and line-item reports in margin analysis using the Report Painter tool. Explore how you can use SAP Fiori apps to analyze margin analysis line items.

Topics

• Report design
• Summary reports
• Line-item reports
• SAP Fiori apps

It’s time to move into advanced topics. First, learn how to realign historical data in margin analysis based on changes in master data or internal organizational structures. Then transport an operating concern from one client to another as needed. Assess when and how to perform top-down distribution in margin analysis. Maintain plan revenues and sales quantities in margin analysis using the new data structure for planning. Margin analysis mastery is within reach!

Topics

• Realignment
• Transporting operating concerns
• Top-down distribution
• Planning