Table of Contents

• Acknowledgments
• Preface
• Introduction and Overview
• The Purpose of This Book
• How This Book Is Organized
• Summary
• Basics of Profitability Analysis
• Fundamental Principles
• Profitability Analysis as Multidimensional Analysis
• The Profitability Analysis Process
• Break-Even Analysis
• Cost Classifications
• Summary
• Introducing CO-PA with SAP
• General Overview of CO-PA
• The SAP Profitability Model
• Components of CO-PA
• Working with SAP Operating Concern Templates
• Manually Activating an Operating Concern and Setting It as Current
• Summary
• Configuring Costing-Based CO-PA
• General CO-PA Overview
• Costing-Based CO-PA versus Account-Based CO-PA
• Creating Characteristics and Value Fields
• Maintaining an Operating Concern
• Defining Profitability Segments and CO-PA Exceptions
• Operating Concern Attributes Tab
• Assigning a Controlling Area to an Operating Concern
• Activating CO-PA in R/3 or SAP ERP ECC 6.0
• CO-PA: Additional Functionalities
• Performing CO-PA Transports
• Summary
• Master Data in CO-PA
• Components of Master Data Menus in CO-PA
• Maintaining Characteristic Values
• Working with Valuation Methods
• Valuation Strategies
• Summary
• Introduction to CO-PA Planning
• Overview
• The Framework of Corporate Planning: Sales and Profit Planning in CO-PA
• Planning with CO-PA or SAP NetWeaver BI
• A First Look at the CO-PA Planning Framework
• Number Ranges for Planning Data
• Maintaining Versions
• Planning with the CO-PA Planning Framework
• The Report Painter and CO-PA Planning Layouts
• Planning Profiles
• Summary
• CO-PA Planning: Configuration
• Basic Planning Methods in the CO-PA Planning Framework
• Planning Sequences
• Configuring CO-PA Assessments Cycles
• Top-Down Distribution
• Summary
• Flows of Actual Values: Transferring Actual Data into CO-PA
• Overview
• General Review of the CO-PA Flows of Actual Values Menu
• Transfer of Incoming Sales Orders
• Transfer of Billing Documents
• Order and Project Settlement
• Direct Posting from FI/MM
• Settlement of Production Variances
• Transfer of Overhead
• Summary
• CO-PA Reporting: Basics
• CO-PA Reporting Scenarios
• Working with Reports in CO-PA
• Working with Forms
• Summary
• CO-PA Reporting: Configuration
• Predefining Headers and Footers
• Defining Variables in Reports
• CO-PA Reporting: Best Practices
• Summary
• Working with Account-Based CO-PA
• Differences between Costing-Based and Account-Based CO-PA
• Sales and Profit Planning
• External Data Transfer
• Summary
• Tips and Tricks with CO-PA
• Integrate Planning Layouts with Microsoft Excel
• Working with Summarization Levels
• Performing Report Splitting
• Working with the Report-Report Interface (RRI)
• Final Tips
• Summary
• Enhancing CO-PA with SAP BusinessObjects Tools
• CO-PA Integration with SAP Business Analytics
• SAP BusinessObjects Integration with CO-PA Structures
• Comparing SAP BusinessObjects Planning and Consolidation (BPC) and CO-PA
• SAP High Performance Analytic Appliance (HANA) and In-Memory Computing
• Summary
• Concluding Remarks
• Appendices
• Glossary
• Bibliography
• The Author
• Index

About the Author

Marco Sisfontes-Monge has worked in the following sectors: Automotive, Logistics, Software, Gas & Electric, Discrete and Process Manufacturing, Retailing, and Financial Services. His clients include John Deere, Matsushita, Schneider Electric, Sara Lee, Conair, Pacific Gas & Electric, New York Power Authority, Hyperion, and Peoplesoft. He is the author of the SAP PRESS book, CPM and Balanced Scorecard with SAP.