{"id":2009,"date":"2020-12-18T16:24:59","date_gmt":"2020-12-18T15:24:59","guid":{"rendered":"http:\/\/agil-on.com\/?page_id=2009"},"modified":"2020-12-24T18:39:54","modified_gmt":"2020-12-24T17:39:54","slug":"sap-s4-hana","status":"publish","type":"page","link":"https:\/\/agil-on.com\/en\/sap-s4-hana\/","title":{"rendered":"SAP S\/4 HANA"},"content":{"rendered":"

Margin Analysis in SAP S\/4 HANA<\/b><\/span><\/h2>\n

The SAP SE\u2019<\/span> development strategy for SAP S\/4 HANA Line of Business Finance focuses on three main goals: <\/span>permanently reconciled Finance and Controlling, <\/span>real-time-view of key business metrics, and <\/span>accelerated financial closing and reporting.<\/span><\/p>\n

Following this strategy, the Profitability Analysis has been re-designed and extended with new features. <\/span>As per the current SAP S\/4 HANA release 2020 there are two options available for Profitability Analysis:<\/span><\/p>\n

(classic) costing-based CO-PA<\/b><\/span><\/p>\n

which structures the profitability report according to value fields and allows imputed valuation which does not reconcile with Financial Accounting, and<\/span><\/p>\n

(new) Margin Analysis<\/b><\/span><\/p>\n

which is based on account-based COPA and is fully reconciled with Financial Accounting. It supports real-time derivation of COPA and FI characteristics and so addresses the needs of both – managerial and legal reporting.<\/span><\/p>\n

Margin Analysis has evolved over the past releases, and SAP SE continues to conduct new developments in this area.<\/span><\/p>\n

How does Margin Analysis differ from the classic cost-based and account-based COPA?<\/b><\/span><\/h3>\n

\"margin_analysis_compared\"<\/a><\/p>\n

 <\/p>\n

* Statistical conditions are supported starting from SAP S\/4 HANA 1809<\/span><\/p>\n

** Starting from SAP S\/4 HANA 1809 it is possible to delay the cost of goods sold until the invoice is posted if there is a time gap between delivery and invoice with the new solution SAP Revenue Accounting and Reporting<\/em> add-on<\/span><\/p>\n

*** Starting from SAP S\/4 HANA 1610 there is a new functionality which allow to split COGS into multiple accounts in accordance with the relative weight of the assigned cost components. In sell-from-stock scenarios the COGS split is based on the material’s valuation price at the time of the goods issue. In drop-shipment scenarios the COGS split is based on the amount in the supplier invoice. <\/span><\/p>\n

How is the permanent reconciliation between Margin Analysis and Financial Accounting achieved?<\/b><\/span><\/h3>\n

During conversion to SAP S\/4 HANA all characteristics of the operating concern are created as columns in the universal journal and all costs elements – primary and secondary are converted to GL accounts.<\/span><\/p>\n

When a profitability analysis relevant document is posted, COPA characteristics are derived and stored along with values on GL accounts in the Universal Journal. <\/span><\/p>\n

The relevant documents are invoices, deliveries, actual cost allocations and settlements, and eventually primary expense postings. They update actual values in the Standard Ledger(s) in the Universal Journal.<\/span><\/p>\n

The relevant documents for predicted values are sales orders. They update Extension Ledger in the Universal Journal.<\/span><\/p>\n

The Universal Journal is the \u201csingle source of truth\u201d<\/span> for internal (managerial) and external (legal) reporting. It is the common data source for both – the Financial Income Statement and Margin Analysis reports.<\/span><\/p>\n

How can I apply Margin Analysis in SAP S\/4 HANA?<\/b><\/span><\/h3>\n

The new Margin Analysis is supported by several new Fiori apps such as e.g:<\/span><\/p>\n

Incoming Sales orders – Predictive Accounting<\/b>: analyses predicted sales order results by multiple dimensions,<\/span><\/p>\n

Gross Margin – Presumed\/Actual<\/b>: analyses and compares predicted, actual and plan values by multiple dimensions,<\/span><\/p>\n

Market Segments<\/b> – Plan\/Actual<\/b>: analyses and compares actual and plan values by market segments,<\/span><\/p>\n

Functional Area<\/b>s – Plan\/Actual<\/b>: analyses and compares actual and plan values by functional areas,<\/span><\/p>\n

Display Line Items – Margin Analysis<\/b>: view journal entry line items that are relevant for margin analysis. You can filter, sort, and group the items based on various criteria.<\/span><\/p>\n

 <\/p>\n","protected":false},"excerpt":{"rendered":"

Margin Analysis in SAP S\/4 HANA The SAP SE\u2019 development strategy for SAP S\/4 HANA Line of Business Finance focuses on three main goals: permanently reconciled Finance and Controlling, real-time-view of key business metrics, and accelerated financial closing and reporting. Following this strategy, the Profitability Analysis has been re-designed and extended with new features. As […]<\/p>\n","protected":false},"author":7,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"templates\/landing.php","meta":{"footnotes":""},"class_list":["post-2009","page","type-page","status-publish","hentry"],"acf":[],"aioseo_notices":[],"aioseo_head":"\n\t\t\n\t\n\t\n\t\n\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t