Margin Analysis (J55_IN) PUBLIC

Purpose Error: Reference source not found 1

Test Script PUBLIC

SAP S/4HANA - 01-08-21
Margin Analysis (J55_IN)

Table of Contents

1 Purpose

2 Prerequisites
2.1 System Access
2.2 Roles
2.3 Master Data, Organizational Data, and Other Data
2.4 Business Conditions
2.5 Preliminary Steps
2.5.1 User Settings - Set Controlling Area
2.5.2 Set Report Relevancy
2.5.3 Replicate Runtime Hierarchy
2.5.4 Product Profitability Report and Update of Financial Statement Version YPS2

3 Overview Table

4 Test Procedures
4.1 Execute Assessment Cycle (CO-PA)
4.2 Top-Down Distribution
4.2.1 Post Expenses to Central Cost Center
 4.2.2 Create Top-Down Distribution Cycle
4.2.3 Execute Top-Down Distribution
4.3 Market Segments Actual Report
4.4 Market Segments Actual vs Plan Report
4.5 Market Segments Plan-Actual (Currency) report
4.6 Market Segments Plan-Actual (Year-to-date) report
4.7 Create Profitability Realignment Run
4.8 Execute Profitability Realignment Run
4.9 Analyze Realignments Results

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1 Purpose

Profitability Analysis enables you to evaluate market segments. This action can be classified according to products, customers, orders, or any combination of
these, or according to strategic business units, such as sales organizations or profitability segments with respect to your company's profit or contribution
margin.
After carrying out assessments, the application includes several reports to analyze the data including Market Segment Report and Profit Center analysis.
This document provides a detailed procedure for testing this scope item after solution activation, reflecting the predefined scope of the solution. Each
process step, report, or item is covered in its own section, providing the system interactions (test steps) in a table view. Steps that are not in scope of the
process but are needed for testing are marked accordingly. Project-specific steps must be added.
Values in this test script (decimal notation, date formats, and so on) are presented in U.S. standard notation. If your test system is set up to use a different
notation, enter values as appropriate.

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2 Prerequisites

This section summarizes all the prerequisites for conducting the test in terms of systems, users, master data, organizational data, other test data and busi-
ness conditions.

2.1 System Access

Sys- Details
tem
Sys- Accessible via SAP Fiori launchpad. Your system administrator provides you with the URL to access the various
tem apps assigned to your role.

2.2 Roles
Assign the following business roles to your individual test users. Alternatively, if available, you can create business roles using the following spaces with
pages and predefined apps for the SAP Fiori launchpad and assign the business roles to your individual test users.
These roles or spaces are examples provided by SAP. You can use them as templates to create your own roles or spaces.
For more information about business roles, refer to Assigning business roles to a user in the Administration Guide to Implementation of SAP S/4HANA with
SAP Best Practices .

Name (Role) ID (Role) Name (Space) ID (Space) Log

On
Cost Accountant - SAP_BR_OVERHEAD_ACCOUNTANT Overhead Ac- SAP_BR_OVERHEAD_ACCOUNTANT
Overhead counting

Cost Accountant - SAP_BR_SALES_ACCOUNTANT Sales Accounting SAP_BR_SALES_ACCOUNTANT

Sales

General Ledger Ac- SAP_BR_GL_ACCOUNTANT General Ledger SAP_BR_GL_ACCOUNTANT

countant

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2.3 Master Data, Organizational Data, and Other Data
Default Values
The organizational structure and master data of your company were created in your ERP system during implementation. The organizational structure reflects
the structure of your company. The master data represents materials, customers, and vendors, for example, depending on the operational focus of your com-
pany.
The business process is enabled with the organization-specific master data, examples are provided in the next section.
Operational Focus
SAP Best Practices delivers standard values for more than one operational focus area, such as Services, Manufacturing, or Trade. This means that you may
find more than one master data in the following table. Use the master data that matches the operational focus of your company (Services, Manufacturing, or
Trade).
Note Additional Default Values
You can test the scope item with other SAP Best Practices default values that have the same characteristics. Check your SAP ECC system to find out which
other material master data exists.
Note Using Your Own Master Data
You can also use customized values for any material or organizational data for which you have created master data. For more information about creating
master data, see the Master Data Procedures documentation.
Use your own master data to go through the test procedure. If you have installed an SAP Best Practices Baseline Package, you can use the following Baseline
Package scenario data:

Data Sample De- Com-

Value tails ments
Operating Con- A000
cern

Controlling A000
Area

Company Code 1810

2.4 Business Conditions

Predelivered content is based on Margin Analysis (account- based CO-PA). For additional information on Margin Analysis, go to
https://launchpad.support.sap.com/#/notes/ 2349278.
Before this scope item can be tested, the following business conditions must be met.

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 Scope Item ID Business Condition
BND - Create Customer Master Customer master data needs to be cre-
ated.

BD9 - Sell from Stock General postings for these customers

must be done.

1HB - Financial Plan Data Upload Planning data must be added.

from File

2.5 Preliminary Steps

2.5.1 User Settings - Set Controlling Area

Purpose

The controlling area must be set before you carry out the first steps in controlling.

Procedure

Ste Step Name Instruction Expected Result Pass / Fail /

p# Comment
1 Log On Log on to the SAP Fiori launchpad as a Cost Accountant - Over- The SAP Fiori launchpad displays.
head.

2 Choose User Prefer- Choose the user icon on the top right corner of the screen, and The Default Values dialog box dis-
ences choose Settings. plays.
Choose Default Values.

3 Enter Data On the CO Area field, Controlling area A000 is set for
enter the following value: A000. your user.
Choose Save.

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2.5.2 Set Report Relevancy

Purpose

Report relevancy must be done when you execute any reports for the first time. If you make a subsequent change in cost center, profit center, or G/L hierar-
chy, perform this step again to get the latest information.
Also, you must manually replicate set-based hierarchies (such as Cost Center Group or Profit Center Group) and financial statement hierarchies to the back-
end database hierarchy tables. Normally, this would be created as a periodic job that would run in the background.

Procedure

Ste Step Name Instruction Expected Result Pass/Fail/

p# Comment
1 Log On Log on to the SAP Fiori launchpad as a Cost Accountant - Overhead. The SAP Fiori launchpad displays.

2 Access the Open Set Report Relevancy - Set-Based Hierarchies (HRY_REPRELEV). The Set Report Relevancy for Set-
SAP Fiori App Based Hierarchies screen displays.

3 Enter Header In the header area, make the following entries and choose Execute:
Data Set Class: For example,0101, for the cost center group
Organizational Unit: A000
Set Name: A000
Include Subnodes: <Select>

4 Mark as Re- In the Set Report Relevancy section, select the row and choose Edit. In the
port Relevant dialog box, make the following entries:
Report Relevant: Yes

5 Save Choose Save. Data is saved.

Note If you are using the optional procedure Commitment Management and
Cost Center Budgeting, repeat steps 1-5 with the following entries instead:
Set Class: 0102
Organizational Unit: YCOA
Set Name: YBA000_CE

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 Ste Step Name Instruction Expected Result Pass/Fail/
p# Comment
Include Subnodes: <Select>

2.5.3 Replicate Runtime Hierarchy

Purpose

You must manually replicate set-based hierarchies (such as Cost Center Group or Profit Center Group) and financial statement hierarchies to the back-end
database hierarchy tables. Normally, this would be created as a periodic job that would run in the background.

Procedure

Ste Step Name Instruction Expected Result Pass/Fail/

p# Comment
1 Log On Log on to the SAP Fiori launchpad as a Cost Accountant - Overhead.

2 Access the Open Replicate Runtime Hierarchy (F1478). The Application Jobs screen dis-
SAP Fiori App plays.

3 Create Choose the Create button. The New Job: Replicate Runtime
Hierarchy (SAP) view displays.

4 Enter Header In the header area, make the following entries:

Data Job Template: Replicate Runtime Hierarchy
Job Name: Manual test
Choose Step 2.
Start Immediately: Select
Choose Step 3.
In the Create Hierarchy area, make the following entries and choose the Sched-
ule button:
Hierarchy ID: YPS2

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 Ste Step Name Instruction Expected Result Pass/Fail/
p# Comment
By Date: <Select>
Version Older than: 1 day
If you are using the optional procedure Commitment Management and Cost
Center Budgeting, follow steps 1-4, but make the following entries instead:
Job Template: Manually Replicate Runtime Hierarchy
Hierarchy ID: 0102/YCOA/YBA000_CE

2.5.4 Product Profitability Report and Update of Financial Statement Version YPS2

Purpose

The SAP Product Profitability report comes with predelivered KPIs (see table below). In SAP S/4HANA cloud, these KPIs are linked to the predelivered financial
statement version YPS2 (GLs) via semantic tags.

KPI Associated Se- Linked FSV node

mantic Tag YPS2
Billed Revenue BILL_REV 23- Revenue

Sales Deduction SALES_DED 31-Discount

Revenue Adjust- ADJ_REV 25-Revenue Adjust-

ment ments

Recognized Rev- RECO_REV 20- Net Sales/Rev-

enue enue

COGS-Variable RECO_COS 38-Cost of Goods

Sold

Contribution Mar- Calculated-N/A Calculated

gin-I

COGS-Fixed RECO_COS 38-Cost of Goods

Sold
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 KPI Associated Se- Linked FSV node
mantic Tag YPS2
Price Differences PRICE_DIF 22-Variances

Contribution Mar- Calculated-N/A Calculated

gin-II

Billed Quantity

Note If you want to add your own G/L or create additional nodes in FSV YPS2 that are relevant for the Product Profitability report, the new node or GL should
be under one of the existing nodes (non-calculated one). For example, if you want to add a freight cost GL via new node, you would create the node under
node number 38 to include it as part of cost of good sold KPI in the report. The number mentioned in the table above can be viewed in FSV YPS2 via Settings-
Change-Item Key Visible selection.

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3 Overview Table

This scope item consists of several process steps provided in the following table.
If your system administrator has enabled spaces and pages on the SAP Fiori launchpad, the homepage will only contain the essential apps for performing the
typical tasks of a business role.
You can find all other apps not included on the homepage using the search bar.
If you want to personalize the homepage and include the hidden apps, navigate to your user profile and choose App Finder.

Process Step Business Role Transaction/App Expected Results

Execute Assessment Cycle (CO-PA) Cost Accountant - Run Allocations (F3548) Cost center costs have been transferred to CO-PA for
[page ] 12 Sales Profitability Analysis.

Post Expenses to Central Cost Center General Ledger Post General Journal Entries The accounting document is posted successfully.
[page ] 14 Accountant. (F0718)

Create Top-Down Distribution Cycle Cost Accountant - Manage Allocations (F3338) A top-down distribution cycle is created.
[page ] 16 Sales

Execute Top-Down Distribution [page Cost Accountant - Manage Allocations (F3338) A top-down distribution cycle is executed.
] 20 Sales

Market Segments Actual Report [page Cost Accountant - Market Segments - Actuals The report displays.
] 21 Sales (F0960A)

Market Segments Actual vs Plan Re- Cost Accountant - Market Segments - Plan/Actual The report displays.
port [page ] 22 Sales (F2888)

Market Segments Plan-Actual (Cur- Cost Accountant - Market Segments - Plan/Actual The report displays.
rency) report [page ] 23 Sales Crcy Trans

Market Segments Plan-Actual (Year-to- Cost Accountant - Market Segments - Plan/Actual The report displays.
date) report [page ] 25 Sales YTD

Create Profitability Realignment Run Cost Accountant - Run Realignment - Profitability The newly created realignment request is listed un-
[page ] 26 Sales Analysis (KEND) derneath the realignment run.

Execute Profitability Realignment Run Cost Accountant - Run Realignment - Profitability The Realignment Run, from previous procedures, suc-
[page ] 28 Sales Analysis (KEND) cessfully executes.

Analyze Realignments Results [page ] Cost Accountant - Realignment Results - Profitability View the monetary amount of all realignments as well
29 Sales Analysis (F2549) as all related journal entry items.

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4 Test Procedures

This section describes test procedures for each process step that belongs to this scope item.

4.1 Execute Assessment Cycle (CO-PA)

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibil- <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
ity

Purpose

In this procedure, you execute an assessment cycle (CO-PA). For more details on allocation features and functions, see Universal Allocation (2QL).

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment
1 Log On Log on to the SAP Fiori launchpad as a Cost Account- The SAP Fiori launchpad displays.

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 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment
ant - Sales.

2 Access the SAP Open Run Allocations (F3548). The Select: Allocation Cycles for the Run view
Fiori App displays.

3 Input Initial Make the following entries and choose the Go button: Assessment of remaining cost center cost to
Screen Allocation Context: Margin Analysis CO-PA.

Ledger: 0L
Company Code: 1810
In the Items area:
Allocation Cycle: YUA1810
Select the line and choose OK.

4 Execute Choose the Run button.

5 Run Allocation - On the Run Allocation(s) - Live Run screen, enter the A dialog box appears stating whether the run
Live Run following and choose OK: triggered successfully.
Run Name: <description of your run>
Fiscal Period From: <current period>
Fiscal Period To: <current period>

Tip Allocation runs can be scheduled in advance or based on regular intervals. See the Schedule Allocation Run in Universal Allocation (2QL).

4.2 Top-Down Distribution

Purpose

In Profitability Analysis, sales revenues, sales deductions, and costs of goods manufactured are generally stored at the customer/product level. However,
many business transactions - such as freight invoices, insurance expenses, or advertising - cannot easily be assigned to such a detailed level in CO-PA. Con-
sequently, these need to be posted at a summarized level, such as the customer group, sales organization, or even company code level. Top-down distribu-
tion is a periodic function that lets you distribute this aggregated data to more detailed levels in CO-PA on the basis of reference information.
Top-down distribution supports situation handling via standard situation template FIN_ALLOCATION_RUN_WARNING_ERROR. For additional information, refer
to scope itemSituation Handling (31N).
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Prerequisites

Generate sales order data using customers 18100001 and 18100003, and materials TG11 and FG126. For details on this process, refer to scope item Sell from
Stock (BD9).

4.2.1 Post Expenses to Central Cost Center

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibil- <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
ity

Purpose

In this step, you post costs to be distributed later via top-down distribution.

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment
1 Log On Log on to the SAP Fiori Launchpad as a General Ledger Ac- The SAP Fiori launchpad displays.
countant.

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 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment
2 Access the SAP Fiori Open Post General Journal Entries (F0718). The Post General Journal Entries
App screen displays.

3 Enter Header Data In the Header area, make the following entries:
Journal Entry Date: <Current Date>
Posting Date: <Current Date>
Period: <current period>, for example, 05
Journal Entry Type: SA (G/L Account Document)
Company Code: 1810
Transaction Currency: INR

4 Line Items In Line Items, make the following entries and press Enter:
Company Code: 1810
G/L Account: 65400000
Debit: 1000

5 Enter Data Expand the line item and enter the following:
Tax Code: <Input Tax Code>
Cost Center: 18101201
Choose the View Profitability Segment button and then choose
the Derive & Close button.

6 Enter Second Line In the second Line Item, make the following entries and press
Item Detail Enter:
Company Code: 1810
G/L Account: 10010000
Credit: 1000

7 Post Choose the Post button. The accounting document is pos-

ted successfully.

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4.2.2 Create Top-Down Distribution Cycle

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibil- <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
ity

Purpose

In this step, you create a top-down distribution cycle.

Procedure

Test Test Step Instruction Expected Result Pass /

Step Name Fail /
# Comment
1 Log On Log on to the SAP Fiori Launchpad as a Cost Accountant - Sales The SAP Fiori launchpad displays.

2 Access the Open Manage Allocations (F3338). The Manage Allocations screen dis-
SAP Fiori plays.
App

3 Create Choose the Create button and select Create a new cycle. The Create a new cycle dialog box
Cycle displays.
Header

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 Test Test Step Instruction Expected Result Pass /
Step Name Fail /
# Comment
4 Enter Data Make the following entries and choose the Create button: The Allocation: Create Plan Over-
Allocation Cycle: <enter a cycle ID beginning with Z> head Allocation Cycle: Header Data
view displays.
Allocation Context: Margin Analysis
0L
Allocation Type: Top Down Distribution
Ledger: 0L
Valid From:01/01/2021
Valid To: 12/31/2021
Top-Down Template: TDPRODUCT&CUSTOMER
Cycle Description: <enter a cycle description>
Controlling Area:A000
Actual/Plan: Actual

5 Enter Seg- In the lower section of the New Allocation Cycle view under the Segments sec- The Create a new cycle view dis-
ment Data tion, choose the Create button and make the following entries in the Create plays.
New Segment dialog box:
Segment Name: <enter a segment beginning with Z>
Segment Description: <enter a description>
Only a single segment can be attached to each cycle.

6 Enter Select the new segment in the left pane and choose the arrow on the right.
Sender De- In the Sender Details tab, make the following entries:
tails
For value RCNTR Cost Center, select Single Value from the dropdown box and
in the Single Entry/From field, enter 18101201.
For value RACCT Account Number, select Single Value from the dropdown box
and in the Single Entry/From field, enter 65400000.

7 Enter Re- On the Receiver Basis tab, make the following entries:
ceiver Basis Receiver Details:
Scale Neg. Factors: No Normalization
Var. Portion Type: Actual Local Currency (HSL-0)
Selection Criteria:
For KDGRP Customer Group, select All values from the dropdown box.

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 Test Test Step Instruction Expected Result Pass /
Step Name Fail /
# Comment
Choose the Reference base icon on the right and then the + (Add) button and
enter the following values:
● In the Sender Data section:
• Value Type: All values
● In the Reference Data section:
• Value Type: Single Value
• Single Entry/From: 01
Choose OK and move on to the next selection criteria.

8 Enter Re- For MATKL Product Sold Group, select All values from the dropdown box.
ceiver Basis Choose Reference base and then the + (Add) button and enter the following
values:
● In the Sender Data section:
• Value Type: All values
● In the Reference Data section:
• Value Type: Single Value
• Single Entry/From: L001
Choose OK and move on to the next selection criteria.

9 Enter Re- For value PRCTR Profit Center, select Single Value from the dropdown box and
ceiver Basis enter YB700.
For value RACCT Account Number, select Single Value from the dropdown box
and enter 41000000.
Choose Reference base and then the + (Add) button and enter the following
values:
● In the Sender Data section:
• Value Type: Single Value
• Single Entry/From: 65400000
● In the Reference Data section:
• Value Type: Single Value
• Single Entry/From: 41000000
Choose OK and move on to the next selection criteria.
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 Test Test Step Instruction Expected Result Pass /
Step Name Fail /
# Comment
10 Enter Re- For value RFAREA Functional Area, select Single Value from the dropdown box
ceiver Basis and enter YB10.
Choose Reference base and then the + (Add) button and enter the following
values:
● In the Sender Data section:
• Value Type: Single Value
• Single Entry/From: YB20
● In the Reference Data section:
• Value Type: All values
Choose OK and move on to the next selection criteria.

11 Enter Re- For value VKORG Sales Org., select All values from the dropdown box.
ceiver Basis Choose Reference base and then the + (Add) button and enter the following
values:
● In the Sender Data section:
• Value Type: All values
● In the Reference Data section:
• Value Type: Single Value
• Single Entry/From: 1810
Choose OK and move on to the next selection criteria.

12 Enter Re- For value WERKS Plant, select All values from the dropdown box. The segment is saved.
ceiver Basis Choose Reference base and then the + (Add) button and enter the following
values:
● In the Sender Data section:
• Value Type: All values
● In the Reference Data section:
• Value Type: Single Value
• Single Entry/From: 1810
Choose OK.
Choose Save to save the segment.

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4.2.3 Execute Top-Down Distribution

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibil- <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
ity

Purpose

In this step, you execute a top-down distribution cycle.

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment
1 Log On Log on to the SAP Fiori launchpad as a Cost Ac- The SAP Fiori launchpad displays.
countant - Sales.

2 Access the SAP Open Manage Allocations (F3338). The Manage Allocations view displays.
Fiori App

3 Input Initial Screen Make the following entries and choose the Go but-
ton:
Allocation Context: Margin Analysis
Allocation Type: Top Down Distribution

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 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment
Ledger: 0L
Company Code: 1810
Allocation Cycle:<enter allocation cycle>

4 Select Allocation Select the allocation cycle row and choose the Run The Run Allocations screen displays.
Cycle button.

5 Test Run Select the allocation cycle row and choose the Test The Run Allocation(s) - Test Run
Run button. screen displays.

6 Input Values Make the following entries and choose OK.

Run Name: <enter your desired value>
Fiscal Period from: <period>
Fiscal Period to: < period>

4.3 Market Segments Actual Report

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibil- <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
ity

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Procedure

Test Test Step Instruction Expected Result Pass / Fail /

Step # Name Comment
1 Log On Log onto the SAP Fiori launchpad as a The SAP Fiori launchpad displays.
Cost Accountant - Sales.

2 Access the SAP Open Market Segments - Actuals The selection view for Market Segments - Actuals displays.
Fiori app (F0960A).

3 Enter Data Make the following entries and choose The actual figures for market segments display. Gross margin at
OK: different segment levels would be shown.
Ledger: 0L
Ledger Fiscal Year: Current Year
Fiscal Period: Enter Current Period
Company Code: 1810
Hierarchy ID: YPS2
Key Date: Enter Current Date

4.4 Market Segments Actual vs Plan Report

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibil- <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
ity

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Purpose

In this activity, you run the market segments actual/plan data reporting.

Prerequisite

You must complete the procedures in Financial Plan Data Upload from File (1HB) test script, to include data in the plan column.

Procedure

Test Test Step Instruction Expected Result Pass / Fail /

Step # Name Comment
1 Log On Log onto the SAP Fiori launchpad as a Cost Ac- The SAP Fiori launchpad displays.
countant - Sales.

2 Access the Open Market Segments - Plan/Actual (F2888). The Market Segments - Plan/Actual screen
App displays.

3 Enter Data Make the following entries and choose OK: The plan/actual figures for market seg-
Ledger: 0L ments display.

Ledger Fiscal Year: Current Year

Planning Category: PLN
Company Code: 1810
Hierarchy ID: YPS2
Key Date: Enter Current Date

4.5 Market Segments Plan-Actual (Currency) report

Test Administration

Customer project: Fill in the project-specific parts.

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Test Case ID <X.XX> Tester Name Testing Enter a test date.
Date

Business
Role(s)

Responsibil- <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
ity

Purpose

In this procedure, you run the market segments actual/plan with currency translation reporting.

Procedure

Test Test Step Instruction Expected Result Pass / Fail

Step Name / Com-
# ment
1 Log on Log onto the SAP Fiori launchpad as a Cost Account- The SAP Fiori launchpad displays.
ant - Sales.

2 Access the Open Market Segments - Plan/Actual Crcy Trans. The selection screen for Market Segments - Plan/Actual
SAP Fiori with Currency Translation displays.
app

3 Enter Data Make the following entries : The plan/actual figures with currency translation for market
Fiscal Year: <Current Year> segments display. Gross margin at different segment levels
displays.
Category: PLN
Exchange Rate Type: M
Analysis Currency: INR
Posting Period: <Current Period>
Company Code: 1810
G/L Account (Hierarchy): YPS2

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 Test Test Step Instruction Expected Result Pass / Fail
Step Name / Com-
# ment
Choose Go.

4 Set Dimen- To set dimensions for reporting, from the Available The selected dimensions are presented as rows and
sions Fields choose Add field to rows axis or Add field to columns on the report.
columns axis.

4.6 Market Segments Plan-Actual (Year-to-date) report

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibil- <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
ity

Purpose

In this procedure, you run the market segments actual/plan data reporting.

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Procedure

Test Test Step Instruction Expected Result Pass / Fail /

Step Name Comment
#
1 Log on Log onto the SAP Fiori launchpad as a Cost Accountant - Sales. The SAP Fiori launchpad displays.

2 Access the Open Market Segments - Plan/Actual YTD. The selection screen for Market Segments -
SAP Fiori app Plan/Actual YTD displays.

3 Enter Data Make the following entries: The plan/actual figures with currency transla-
Fiscal Year: <Current Year> tion for market segments display.

Category: PLN Gross margin at different segment level will

be shown.
Posting Period: <Current Period>
Company Code: 1810
G/L Account (Hierarchy): YPS2
Choose Go.

4 Set Dimen- To set dimensions for reporting, choose Add field to rows axis The selected dimensions are presented as
sions or Add field to columns axis from Available Fields. rows and columns on the report.

4.7 Create Profitability Realignment Run

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Margin Analysis (J55_IN) PUBLIC

Test Procedures Error: Reference source not found 26
Responsibil- <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
ity

Context

In this procedure, you create a profitability realignment run, consisting of one or more realignment requests.

Procedure - SAP Fiori

Test Test Step Instruction Expected Result Pass /

Step Name Fail /
# Com-
ment
1 Log on Log onto the SAP Fiori launchpad as a Cost Accountant - Sales. The SAP Fiori launchpad displays.

2 Access the SAP Open Run Realignment - Profitability Analysis (KEND). The overview screen for CO-PA: Maintain
Fiori app Realignments displays.

3 Create Realign- Choose Realignment Run in the header area to create a new realign- The newly created run appears in the
ment Run ment run. run hierarchy.
Realignment Run Short Text: Enter a description clearly indicating
what activities are included in the run.
Choose the Accept button to continue.

4 Create Realign- Select the realignment run created in the previous step, and then The overview screen for Realignment
ment Request choose the Request option from the header bar to create a new re- Request displays, with the Selection
quest. Condition tab opened by default.

5 Input Realign- In Relign. request, enter a description clearly indicating what activities The table for Selected characteristics
ment Request are included in the run. displays the following:
Selection Criteria Select CO-PA characteristic Customer (field name KNDNR ) and select Fld Name: KNDNR
the Arrow Down icon to place it into the Selected characteristics table. Charac.: Customer
Char. Value: 18100001 Char. Value: 18100001
Name: Domestic Customer 1

Margin Analysis (J55_IN) PUBLIC

Test Procedures Error: Reference source not found 27
 Test Test Step Instruction Expected Result Pass /
Step Name Fail /
# Com-
ment
6 Input Conversion Choose the ConversRule tab to open the dialog for maintaining the The characteristic Customer Group (Field
Rule Criteria conversion rule for this request. name: KDGRP) is listed in table Charac-
In the Characteristics NOT to be change table, highlight characteristic teristics to be derived again.
Customer Group (Field name: KDGRP) and select the side arrow button
pointing towards table characteristics to be derived again.

7 Save and Exit Choose the Back button to ensure that the newly created request is The newly created realignment request
listed under the realignment run you created in a previous procedure. is listed underneath the realignment run.
Choose the Save button.

4.8 Execute Profitability Realignment Run

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibil- <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
ity

Context

In this procedure, you execute the realignment run that was created in previous procedures.

Margin Analysis (J55_IN) PUBLIC

Test Procedures Error: Reference source not found 28
Procedure

Test Test Step Instruction Expected Result Pass /

Step Name Fail /
# Com-
ment
1 Log On Log on to the SAP Fiori launchpad as a Cost Accountant - Sales. The SAP Fiori launchpad displays.

2 Access the SAP Open Run Realignment - Profitability Analysis (KEND). The overview for CO-PA: Maintain
Fiori app Realignments displays.

3 Execute Profit- Select the realignment run created in the previous procedures and then The CO-PA: Maintain Realignments
ability Realign- choose More > Run/request > Execute > Without Start Date . job dialog box appears.
ment Run Note The Customer Group of the customer master data must be modified in
the Sales and Distribution view. For more information, see the Create Cus-
tomer Master (BND) test script for more detailed instructions.

4 Execute Run Ensure that the job name is correct. Deselect the Test Mode indicator. The background job was scheduled.
Choose Accept to execute the run. You can call up job management
from the menu ( Goto > Job overview
>).
You can release the job to start im-
mediately. To display its current
status, choose Refresh status.

5 Verify Run Res- Double-click the executed profitability run to view the details of the run. The status of the run displays Suc-
ults cessful.

4.9 Analyze Realignments Results

Test Administration

Customer project: Fill in the project-specific parts.

Margin Analysis (J55_IN) PUBLIC

Test Procedures Error: Reference source not found 29
Test Case ID <X.XX> Tester Name Testing Enter a test date.
Date

Business
Role(s)

Responsibil- <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
ity

Note The following section is NOT relevant for SAP Best Practices for SAP S/4HANA Cloud for Finance.

Context

In this activity, you run the Display Realignments Profitability Realignment report to view the monetary amount of all realignments as well as all related jour-
nal entry items.

Procedure

Test Test Step Instruction Expected Result Pass / Fail /

Step Name Comment
#
1 Log on Log onto the SAP Fiori launchpad as a Cost Accountant - Sales. The SAP Fiori launchpad displays.

2 Access the SAP Open Realignment Results - Profitability Analysis (F2549). The Realignment Results - Profitability
Fiori app Analysis screen displays.

3 Enter Filter Cri- From the top of the view, choose the Compact Filter icon. The Realigned Journal Entry Items por-
teria Select the Ledger filter and enter 0L. tion of the view is refreshed.

Select the Realignment Date filter that opens the Define Condi-
tions: Realignment Date dialog box.
Choose the calendar icon and select the run date for your realign-
ment and choose OK to close the dialog box.
Choose Go to run the report.

Margin Analysis (J55_IN) PUBLIC

Test Procedures Error: Reference source not found 30
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