Online Course
Margin Analysis with SAP S/4HANA
with Kavita Agrawal
04/03/2025 – 05/01/2025
The essential course on margin analysis (account-based CO-PA) with SAP S/4HANA!
Profitability calculations have evolved in recent years, so it’s time to dig into the best practices of margin analysis with SAP S/4HANA! Start by understanding the advantages of account-based profitability analysis and how to configure characteristics, operating concerns, and derivation. Set up and run actual value flows from sales and distribution, financial accounting, materials management, and controlling processes. Optimize margin analysis reporting through summary reports, line-item reports, and SAP Fiori apps! Then examine advanced topics such as realignment, transporting operating concerns, top-down distribution, and planning to see the complete picture of margin analysis with SAP S/4HANA!
Note: Can’t join live? No problem! With your purchase, you’ll receive access to the session recordings and slide decks directly on the learning platform shortly after each session concludes. Learn at your own pace, revisit key concepts, and reinforce your understanding of the topic. Whether live or on demand, this course offers you the opportunity to learn directly from the top margin analysis expert. Don’t miss out!
Online Courses
Margin Analysis Basics and Setup
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
Actual Value Flows from SD, FI, and MM
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
Actual Value Flows from CO
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
Reporting for Margin Analysis
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
Advanced Margin Analysis
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
Ticket options
Your Expert
Kavita Agrawal has more than 18 years of experience in accounting and IT consulting with tier-I organizations like IBM and Infosys. She has more than 14 years of experience in SAP consulting with major client engagements in support, enhancements, and greenfield implementation projects. She has handled six end-to-end implementations, two roll-outs, and one large AMS assignment for big market players, including Kraft Foods, DSG, and Apple Inc. Kavita has demonstrated her expertise as a module lead, SME, and project manager on several projects. She is a well-known contributor and recognized expert on the SAP Community platform, and has delivered more than 800 hours of training both online and in person.
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