SAP S4HANA Profitability Analysis COPA (Margin Analysis)

Name: SAP S4HANA Profitability Analysis COPA (Margin Analysis)
Rating: 4.4 (634 reviews)

SAP S4HANA Account Based COPA

Created byAbdullah Galal

Last updated 7/2022

English

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What you'll learn

Configuration of Account Based Profitability Analysis (Margin Analysis) in SAP S4HANA 2020
Definition and Importance of Profitability Analysis
System activities for Account Based Profitability Analysis (Margin Analysis) in SAP S4HANA 2020
Integration and impact of different Business Processes on Profitability Analysis
***NOT INCLUDED: COPA Planning and Reporting

Course content

6 sections • 35 lectures • 2h 25m total length

Meaning of Profitability Analysis (Margin Analysis)1:33
Profitability analysis (margin analysis) reveals why our income statement numbers occur and identifies which customers, products, and countries drive gross profit, operating profit, and net income.
Meaning of Profitability Characteristics and Segments1:34
Accounting Based vs Costing Based Profitability Analysis in SAP S4HANA0:56
Learn why SAP recommends account-based COPA for S/4HANA, and how account-based profitability analysis now covers all functions previously offered by costing-based COPA on-premise and cloud.

Overview of Actual Value Flows2:19
Understand how revenue sources like sales revenue and other revenues, plus expenses and cost objects, feed SAP S/4HANA COPA margin analysis, with attributed profitability segments for monthly postings.
Flow of Sales Order values - Predictive Accounting8:47
How Actual numbers from the Sales Process can be seen in Margin Analysis reports and the meaning of Predictive Accounting.
Flow of Sales Order Values - Goods Issue and Billing Document4:57
Predective Accounting Postings to Universal Journal (ACDOCA)10:15
Track predictive accounting postings into the universal journal (acdoca) and distinguish them from actual postings using the extension ledger, leading ledger, document status P, and transaction s16n.
Flow of Sales Order Values - Statistical Sales Conditions7:42
Configure SAP S/4HANA to transfer statistical sales conditions into profitability analysis using predictive accounting. Understand that these conditions affect margins only after billing, with postings to the predictive extension ledger.
Troubleshooting Predective Accounting2:01
After activating Predictive Accounting, If there are any errors in posting to Predictive Accounting we can use this FIORI app to display the errors and reprocess the documents
Flow of Purchase Order Commitments - Predictive Accounting4:57
Explore predictive accounting for purchase orders tied to cost objects, posting commitments to profitability analysis, and how goods receipts convert commitments to actual expenses in the universal journal.
Direct Posting from Financial Accounting - Direct Account Assignment8:13
Post operating expenses or other revenues directly to profitability segments using profitability characteristics, enabling margin analysis and bypassing cost centers when appropriate.
Direct Posting from Material Management4:02
Settlement of Internal Order Values - Attributed Profitability Segments7:13
Activate attributed profitability segments to view attributed and actual profitability analysis lines in real time, and set settlement rules for internal orders to support period-end cost transfers.

Define a new Operating Concern5:08
Define new Operating Concern
Define Operating Concern Currency
Maintain Further Settings for Opg Concern
Assign Controlling Areas to Opg Concern
Assign Controlling Area to Operating Concern0:28
Assign a controlling area to an operating concern in SAP S4HANA profitability analysis. Learn to use enterprise structure assignment to map AG zero zero controlling area to its operating concern.
Activate Profitability Analysis0:43
Activate profitability analysis after assigning the controlling areas to the operating concern and enable the account based checkbox; costing based is dimmed when account based is used.
Assign Controlling Versions to Operating Concern1:13
Operating Concern Configuration

Characteristics Overview1:15
Describe profitability characteristics in SAP COPA, detailing fixed characteristics automatically created and updated, and user defined characteristics activated and included in the operating concern by defining tables and fields.
Define and Activate New Characteristics8:56
Learn how to configure SAP S/4HANA COPA characteristics by adding standard and user defined fields to an operating concern, choosing value maintenance options, and activating and generating the COPA environment.
Troubleshoot Errors in Operating Concern Generation1:08
Add New Characteristics to Universal Journal (ACDOCA)4:12
Maintain Characteristic Values1:43
Maintain region two characteristic values in profitability analysis master data; any end user can create them, add north, south, east, and west, and verify in the universal journal input help.
Overview of Derivation Methods0:45
Derivation Rules7:56
Table LookUp8:59
Use table lookups to fill a profitability analysis characteristic with data from SAP tables, such as copying the first three digits of a customer postal code from KNA1.
Move6:04
Clear0:19
Sequence of Derivation Steps0:30
Characteristics Realignment (Update Historical Data)9:41

Create and Assign Extension Ledger4:06
Define an extension ledger for predictive accounting postings and assign it to predictive accounting, then report on predictive postings versus real financial postings within SAP S4HANA COPA margin analysis.
Activate Predictive Accounting1:09
Repost Sales Documents Created Before Activation of Predictive Accounting0:07
Transfer of Statistical Sales Conditions8:51
Configure transfer of statistical sales conditions to margin analysis using predictive accounting with an extension ledger. Define the ledger group and verify condition type SC2 and account determination for posting.
Account Determination in Sales and Distribution0:24

Requirements

Basic Accounting knowledge
Basic SAP FICO knowledge
No Technical SAP knowledge is needed
No programming knowledge is needed

Description

This course will explain how to configure and use the Accounting Based Profitability Analysis (COPA) which is called Margin Analysis in SAP S4HANA.

I always explain the business concepts first and then follow with a demo of the process and the configuration steps on SAP S4HANA 1809.

The course is mainly targeted at SAP Consultants who want to learn Profitability Analysis from scratch or to upgrade their knowledge from SAP ECC to SAP S4HANA.

Some of the content of this course is already available for free in a playlist on my YouTube channel, you can check it anytime on YouTube @AbdullahGalal. This course has more content and also covers the questions asked on YouTube by the audience.

***Note that the course currently doesn't include Profitability Analysis Planning and Reporting***I may or may not add this in the future.

The course covers the below topics:

Meaning and Importance of Margin Analysis (Profitability Analysis)
Meaning of Operating concern, and the configuration steps
Meaning of Profitability Characteristics, and the configuration steps
Adding the characteristics to the Universal Journal (ACDOCA)
Difference between accounting-based and costing-based profitability analysis
Actual and statistical posting to Margin Analysis from Sales
The flow of sales order conditions
Actual and statistical posting to Margin Analysis from Materials Management
The flow of Purchase Order Commitments
Posting to Margin Analysis directly from Finance
Predictive Accounting meaning, configuration, use, and troubleshooting
Settlement of Internal Order Values - Attributed Profitability Segments
Characteristics derivation methods
- Derivation Rules
- Table lookups
- Move
- Clear
Characteristics realignment
Predictive Accounting configuration.
Creating and assigning extension ledger for predictive accounting.

Who this course is for:

SAP FICO Consultants and End Users
FICO Consultants who want to upgrade their knowledge to S4HANA
CPA , CMA , ACCA , CA , MBA , M Com,B Com students and Professionals
Accountants and finance managers using SAP ERP

SAP S4HANA Profitability Analysis COPA (Margin Analysis)

What you'll learn

Explore related topics

Course content

Basic Definitions3 lectures • 4min

Actual Value Flows to Profitability Analysis (System Demo on S4HANA 2020)10 lectures • 1hr

Basic Configuration Steps4 lectures • 8min

Configuration of Characteristic and Derivation Methods12 lectures • 51min

Predictive Accounting Configuration5 lectures • 15min

Other Configuration Steps1 lecture • 8min

Requirements

Description

Who this course is for: