Test Script
SAP S/4HANA - 27-09-22
Margin Analysis (J55_US)
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Table of Contents
1
Purpose
3
2
2.1
2.2
2.3
2.4
2.5
Prerequisites
System Access
Roles
Master Data, Organizational Data, and Other Data
Business Conditions
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
4
4
4
4
5
6
6
6
7
8
3
Overview Table
10
4
4.1
4.2
Test Procedures
Execute Assessment Cycle (CO-PA)
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
Market Segments Actual vs Plan Report
Market Segments Plan-Actual (Currency) report
Market Segments Plan-Actual (Year-to-date) report
Create Profitability Realignment Run
11
11
12
13
14
18
19
20
21
22
4.3
4.4
4.5
4.6
4.7
4.8
Execute Profitability Realignment Run
Analyze Realignments Results
24
25
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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.
Note 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 business conditions.
2.1
System Access
System
Details
System
Accessible via SAP Fiori launchpad. Your system administrator provides you with the URL to access the various 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.
Note 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 (Launchpad Space)
ID (Launchpad Space)
Cost Accountant - Overhead
SAP_BR_OVERHEAD_ACCOUNTANT
Cost Accountant - Overhead
SAP_BR_OVERHEAD_ACCOUNTANT
Cost Accountant - Sales
SAP_BR_SALES_ACCOUNTANT
Cost Accountant - Sales
SAP_BR_SALES_ACCOUNTANT
General Ledger Accountant
SAP_BR_GL_ACCOUNTANT
General Ledger Accountant
SAP_BR_GL_ACCOUNTANT
2.3
Log On
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 company.
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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 Value
Operating Concern
A000
Controlling Area
A000
Company Code
1710
2.4
Details
Comments
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.
Scope Item ID
Business Condition
BND - Create Customer Master
Customer master data needs to be created.
BD9 - Sell from Stock
General postings for these customers must be done.
1HB - Financial Plan Data Upload from File
Planning data must be added.
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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
Step #
Step Name
Instruction
Expected Result
1
Log On
Log on to the SAP Fiori launchpad as a Cost Accountant - Overhead.
The SAP Fiori launchpad displays.
2
Choose User Preferences
Choose the user icon on the top right corner of the screen, and choose Settings.
The Default Values dialog box displays.
Pass / Fail / Comment
Choose Default Values.
3
Enter Data
On the CO Area field,
Controlling area A000 is set for your user.
enter the following value: A000.
Choose Save.
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 hierarchy, 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 backend database hierarchy tables. Normally, this would be created as a periodic job that would run in the background.
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Procedure
Step
#
Step Name
Instruction
Expected Result
1
Log On
Log on to the SAP Fiori launchpad as a Cost Accountant - Overhead.
The SAP Fiori launchpad displays.
2
Access the SAP
Fiori App
Open Set Report Relevancy - Set-Based Hierarchies (F5295).
The Set Report Relevancy for Set-Based
Hierarchies screen displays.
3
Enter Header Data
Make the following entries and choose Go:
Pass/Fail/Comment
Set Class: For example,0101, for the cost center group
Organizational Unit: A000
Set Name: A000
Include Subnodes: Yes
4
Mark as Report
Relevant
In the Set Report Relevancy section, select the row and choose Edit. In the dialog box, make the following
entries:
Report Relevant: Yes
5
Choose Save.
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
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.
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Procedure
Step
#
Step Name
Instruction
Expected Result
1
Log On
Log on to the SAP Fiori launchpad as a Cost Accountant - Overhead.
2
Access the SAP
Fiori App
Open Replicate Runtime Hierarchy (F1478).
The Application Jobs screen displays.
3
Create
Choose the Create button.
The New Job: Replicate Runtime Hierarchy
(SAP) view displays.
4
Enter Header Data
In the header area, make the following entries:
Pass/Fail/Comment
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 Schedule button:
Hierarchy ID: YPS2
By Date: <Select>
Version Older than: 1 day
Note 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.
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KPI
Associated Semantic Tag
Linked FSV node YPS2
Billed Revenue
BILL_REV
23- Revenue
Sales Deduction
SALES_DED
31-Discount
Revenue Adjustment
ADJ_REV
25-Revenue Adjustments
Recognized Revenue
RECO_REV
20- Net Sales/Revenue
COGS-Variable
RECO_COS
38-Cost of Goods Sold
Contribution Margin-I
Calculated-N/A
Calculated
COGS-Fixed
RECO_COS
38-Cost of Goods Sold
Price Differences
PRICE_DIF
22-Variances
Contribution Margin-II
Calculated-N/A
Calculated
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.
Note 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) [page ] 11
Cost Accountant - Sales
Run Allocations (F3548)
Cost center costs have been transferred to CO-PA for Profitability Analysis.
Post Expenses to Central Cost Center [page ] 13
General Ledger
Accountant.
Post General Journal Entries (F0718)
The accounting document is posted successfully.
Create Top-Down Distribution Cycle [page ] 14
Cost Accountant - Sales
Manage Allocations (F3338)
A top-down distribution cycle is created.
Execute Top-Down Distribution [page ] 18
Cost Accountant - Sales
Manage Allocations (F3338)
A top-down distribution cycle is executed.
Market Segments Actual vs Plan Report [page ] 19
Cost Accountant - Sales
Market Segments - Plan/Actual (W0078)
The report displays.
Market Segments Plan-Actual (Currency) report [page ]
20
Cost Accountant - Sales
Market Segments - Plan/Actual Crcy Trans
The report displays.
Market Segments Plan-Actual (Year-to-date) report
[page ] 21
Cost Accountant - Sales
Market Segments - Plan/Actual YTD
The report displays.
Create Profitability Realignment Run [page ] 22
Cost Accountant - Sales
Run Realignment - Profitability Analysis (KEND) The newly created realignment request is listed underneath the realignment
run.
Execute Profitability Realignment Run [page ] 24
Cost Accountant - Sales
Run Realignment - Profitability Analysis (KEND) The Realignment Run, from previous procedures, successfully executes.
Analyze Realignments Results [page ] 25
Cost Accountant - Sales
Realignment Results - Profitability Analysis
(F2549)
View the monetary amount of all realignments as well 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>
Testing Date:
Tester Name:
Duration:
Business Role(s):
Responsibility:
<State the Service Provider, Customer or Joint Service Provider and Customer>
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 Step # Test Step Name
Instruction
Expected Result
1
Log On
Log on to the SAP Fiori launchpad as a Cost Accountant - Sales.
The SAP Fiori launchpad displays.
2
Access the SAP Fiori App
Open Run Allocations (F3548).
The Run Allocations view displays.
3
Create a New Run
Choose Add.
The Select: Allocation Cycles for the Run view displays.
4
Input Initial Screen
Make the following entries and choose the Go button:
Assessment of remaining cost center cost to CO-PA.
Pass / Fail / Comment
Allocation Context: Margin Analysis
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Test Step # Test Step Name
Instruction
Expected Result
Pass / Fail / Comment
Ledger: 0L
Company Code: 1710
In the Items area:
Allocation Cycle: YUA1710
Select the line and choose OK.
5
Execute
Choose the Run button.
6
Run Allocation - Live Run On the Run Allocation(s) - Live Run screen, enter the following and choose OK:
A dialog box appears stating whether the run 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. Consequently, these need to be posted at a summarized level, such as the customer group, sales organization, or even company code level. Top-down distribution is a periodic function that lets you distribute this aggregated data to more detailed levels in CO-PA on the
basis of reference information.
Note Top-down distribution supports situation handling via standard situation template FIN_ALLOCATION_RUN_WARNING_ERROR. For additional information, refer to scope itemSituation Handling (31N).
Prerequisites
Generate sales order data using customers 17100001 and 17100003, and materials TG11 and FG126. For details on this process, refer to scope item Sell from Stock (BD9).
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4.2.1
Post Expenses to Central Cost Center
Test Administration
Customer project: Fill in the project-specific parts.
Test Case ID
<X.XX>
Testing Date:
Tester Name:
Duration:
Business Role(s):
Responsibility:
<State the Service Provider, Customer or Joint Service Provider and Customer>
Purpose
In this step, you post costs to be distributed later via top-down distribution.
Procedure
Test Step # Test Step Name
Instruction
Expected Result
1
Log On
Log on to the SAP Fiori Launchpad as a General Ledger Accountant.
The SAP Fiori launchpad displays.
2
Access the SAP Fiori App
Open Post General Journal Entries (F0718).
The Post General Journal Entries screen displays.
3
Enter Header Data
In the Header area, make the following entries:
Pass / Fail / Comment
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: 1710
Transaction Currency: USD
4
Line Items
In Line Items, make the following entries and press Enter:
Company Code: 1710
G/L Account: 65400000
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Test Step # Test Step Name
Instruction
Expected Result
Pass / Fail / Comment
Debit: 1000
5
Expand the line item and enter the following:
Enter Data
Tax Code: I0
Cost Center: 17101201
Choose the Assign Profitability Segment button and then choose the Derive & Close button.
6
Enter Second Line Item Detail
In the second Line Item, make the following entries and press Enter:
Company Code: 1710
G/L Account: 10010000
Credit: 1000
7
4.2.2
Choose the Post button.
Post
The accounting document is posted successfully.
Create Top-Down Distribution Cycle
Test Administration
Customer project: Fill in the project-specific parts.
Test Case ID
<X.XX>
Testing Date:
Tester Name:
Duration:
Business Role(s):
Responsibility:
<State the Service Provider, Customer or Joint Service Provider and Customer>
Purpose
In this step, you create a top-down distribution cycle.
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Procedure
Test
Step #
Test Step Name
Instruction
Expected Result
1
Log On
Log on to the SAP Fiori Launchpad as a Cost Accountant - Sales
The SAP Fiori launchpad displays.
2
Access the SAP
Fiori App
Open Manage Allocations (F3338).
The Manage Allocations screen displays.
3
Create Cycle
Header
Choose the Create button and select Create a new cycle.
The Create a new cycle dialog box displays.
4
Enter Data
Make the following entries and choose the Create button:
Allocation Cycle: <enter a cycle ID beginning with Z>
The Allocation: Create Plan Overhead Allocation
Cycle: Header Data view displays.
Allocation Context: Margin Analysis
0L
Pass / Fail /
Comment
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 Segment
Data
In the lower section of the New Allocation Cycle view under the Segments section, choose the Create button and
make the following entries in the Create New Segment dialog box:
The Create a new cycle view displays.
Segment Name: <enter a segment beginning with Z>
Segment Description: <enter a description>
Note Only a single segment can be attached to each cycle.
6
Enter Sender
Details
Select the new segment in the left pane and choose the arrow on the right.
In the Sender Details tab, make the following entries:
For value RCNTR Cost Center, select Single Value from the dropdown box and in the Single Entry/From field,
enter 17101201.
For value RACCT Account Number, select Single Value from the dropdown box and in the Single Entry/From field,
enter 65400000.
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Test
Step #
Test Step Name
Instruction
Expected Result
7
Enter Receiver
Basis
On the Receiver Basis tab, make the following entries:
Pass / Fail /
Comment
Receiver Details:
Scale Neg. Factors: No Normalization
Var. Portion Type: Actual Local Currency (HSL-0)
Attributed Line Item: <Select to include interim postings where profitability segment
is a derived attribute>
Selection Criteria:
For KDGRP Customer Group, select All values from the dropdown box.
Choose the Reference base icon on the right and then the + (Add) button and enter the following values:
●
In the Sender Data section:
●
In the Reference Data section:
•
Value Type: All values
•
Value Type: Single Value
•
Single Entry/From: 01
Choose OK and move on to the next selection criteria.
8
Enter Receiver
Basis
For MATKL Product Sold Group, select All values from the dropdown box.
Choose Reference base and then the + (Add) button and enter the following values:
●
In the Sender Data section:
●
In the Reference Data section:
•
Value Type: All values
•
Value Type: Single Value
•
Single Entry/From: L001
Choose OK and move on to the next selection criteria.
9
Enter Receiver
Basis
For value PRCTR Profit Center, select Single Value from the dropdown box and 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
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Test
Step #
Test Step Name
Instruction
Expected Result
Pass / Fail /
Comment
Choose OK and move on to the next selection criteria.
10
Enter Receiver
Basis
For value RFAREA Functional Area, select Single Value from the dropdown box 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 Receiver
Basis
For value VKORG Sales Org., select All values from the dropdown box.
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: 1710
Choose OK and move on to the next selection criteria.
12
Enter Receiver
Basis
For value WERKS Plant, select All values from the dropdown box.
The segment is saved.
Choose Reference base and then the + (Add) button and enter the following values:
●
In the Sender Data section:
●
In the Reference Data section:
•
Value Type: All values
•
Value Type: Single Value
•
Single Entry/From: 1710
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>
Testing Date:
Tester Name:
Duration:
Business Role(s):
Responsibility:
<State the Service Provider, Customer or Joint Service Provider and Customer>
Purpose
In this step, you execute a top-down distribution cycle.
Procedure
Test Step #
Test Step Name
Instruction
Expected Result
1
Log On
Log on to the SAP Fiori launchpad as a Cost Accountant - Sales.
The SAP Fiori launchpad displays.
2
Access the SAP Fiori App
Open Manage Allocations (F3338).
The Manage Allocations view displays.
3
Input Initial Screen
Make the following entries and choose the Go button:
Pass / Fail / Comment
Allocation Context: Margin Analysis
Allocation Type: Top Down Distribution
Ledger: 0L
Company Code: 1710
Allocation Cycle:<enter allocation cycle>
4
Select Allocation Cycle
Select the allocation cycle row and choose the Run button.
The Run Allocations screen displays.
5
Test Run
Select the allocation cycle row and choose the Test Run button.
The Run Allocation(s) - Test Run screen displays.
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Test Step #
Test Step Name
Instruction
6
Input Values
Make the following entries and choose OK.
Expected Result
Pass / Fail / Comment
Run Name: <enter your desired value>
Fiscal Period from: <period>
Fiscal Period to: < period>
4.3
Market Segments Actual vs Plan Report
Test Administration
Customer project: Fill in the project-specific parts.
Test Case ID
<X.XX>
Testing Date:
Tester Name:
Duration:
Business Role(s):
Responsibility:
<State the Service Provider, Customer or Joint Service Provider and Customer>
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 Step #
Test Step Name
Instruction
Expected Result
1
Log On
Log onto the SAP Fiori launchpad as a Cost Accountant - Sales.
The SAP Fiori launchpad displays.
Pass / Fail / Comment
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Test Step #
Test Step Name
Instruction
Expected Result
2
Access the App
Open Market Segments - Plan/Actual (W0078).
The Market Segments - Plan/Actual screen displays.
3
Enter Data
Make the following entries and choose OK:
The plan/actual figures for market segments display.
Pass / Fail / Comment
Ledger: 0L
Ledger Fiscal Year: Current Year
Planning Category: PLN
Company Code: 1710
G/L Account Hierarchy: YPS2
Key Date: Enter Current Date
4.4
Market Segments Plan-Actual (Currency) report
Test Administration
Customer project: Fill in the project-specific parts.
Test Case ID
<X.XX>
Testing Date:
Tester Name:
Duration:
Business Role(s):
Responsibility:
<State the Service Provider, Customer or Joint Service Provider and Customer>
Purpose
In this procedure, you run the market segments actual/plan with currency translation reporting.
Margin Analysis (J55_US)
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Procedure
Test
Step #
Test Step Name
Instruction
Expected Result
1
Log on
Log onto the SAP Fiori launchpad as a Cost Accountant - Sales.
The SAP Fiori launchpad displays.
2
Access the SAP
Fiori app
Open Market Segments - Plan/Actual Crcy Trans.
The selection screen for Market Segments - Plan/Actual with Currency Translation
displays.
3
Enter Data
Make the following entries :
The plan/actual figures with currency translation for market segments display. Gross
margin at different segment levels displays.
Fiscal Year: <Current Year>
Pass / Fail /
Comment
Category: PLN
Exchange Rate Type: M
Analysis Currency: USD
Posting Period: <Current Period>
Company Code: 1710
G/L Account (Hierarchy): YPS2
Choose Go.
4
4.5
Set Dimensions
To set dimensions for reporting, from the Available Fields choose Add field to The selected dimensions are presented as rows and columns on the report.
rows axis or Add field to columns axis.
Market Segments Plan-Actual (Year-to-date) report
Test Administration
Customer project: Fill in the project-specific parts.
Test Case ID
<X.XX>
Testing Date:
Tester Name:
Duration:
Business Role(s):
Responsibility:
<State the Service Provider, Customer or Joint Service Provider and Customer>
Margin Analysis (J55_US)
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Purpose
In this procedure, you run the market segments actual/plan data reporting.
Procedure
Test Step Test Step Name
#
Instruction
Expected Result
1
Log on
Log onto the SAP Fiori launchpad as a Cost Accountant - Sales.
The SAP Fiori launchpad displays.
2
Access the SAP Fiori
app
Open Market Segments - Plan/Actual YTD.
The selection screen for Market Segments - Plan/Actual YTD
displays.
3
Enter Data
Make the following entries:
Fiscal Year: <Current Year>
The plan/actual figures with currency translation for market
segments display.
Category: PLN
Gross margin at different segment level will be shown.
Pass / Fail /
Comment
Posting Period: <Current Period>
Company Code: 1710
G/L Account (Hierarchy): YPS2
Choose Go.
4
Set Dimensions
To set dimensions for reporting, choose Add field to rows axis or Add field to columns axis
from Available Fields.
4.6
Create Profitability Realignment Run
The selected dimensions are presented as rows and columns on
the report.
Test Administration
Customer project: Fill in the project-specific parts.
Test Case ID
Tester Name:
<X.XX>
Testing Date:
Duration:
Margin Analysis (J55_US)
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Business Role(s):
Responsibility:
<State the Service Provider, Customer or Joint Service Provider and Customer>
Context
In this procedure, you create a profitability realignment run, consisting of one or more realignment requests.
Procedure - SAP Fiori
Test
Step #
Test Step Name
Instruction
Expected Result
1
Log on
Log onto the SAP Fiori launchpad as a Cost Accountant - Sales.
The SAP Fiori launchpad displays.
2
Access the SAP Fiori app
Open Run Realignment - Profitability Analysis (KEND).
The overview screen for CO-PA: Maintain Realignments
displays.
3
Create Realignment Run
Choose Realignment Run in the header area to create a new realignment run.
The newly created run appears in the run hierarchy.
Pass / Fail /
Comment
Realignment Run Short Text: Enter a description clearly indicating what activities are included in the
run.
Choose the Accept button to continue.
4
Create Realignment
Request
Select the realignment run created in the previous step, and then choose the Request option from
the header bar to create a new request.
5
Input Realignment Request In Relign. request, enter a description clearly indicating what activities are included in the run.
Selection Criteria
Select CO-PA characteristic Customer (field nameKNDNR ) and select the Arrow Down icon to place
it into the Selected characteristics table.
Char. Value: 17100001
The overview screen for Realignment Request displays,
with the Selection Condition tab opened by default.
The table for Selected characteristics displays the
following:
Fld Name: KNDNR
Charac.: Customer
Char. Value: 17100001
Name: Domestic US Customer 1
6
Input Conversion Rule
Criteria
Choose the ConversRule tab to open the dialog for maintaining the conversion rule for this request.
In the Characteristics NOT to be change table, highlight characteristic Customer Group (Field
name:KDGRP) and select the side arrow button pointing towards table characteristics to be derived
again.
The characteristic Customer Group (Field name:KDGRP)
is listed in table Characteristics to be derived again.
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Test
Step #
Test Step Name
Instruction
Expected Result
7
Save and Exit
Choose the Back button to ensure that the newly created request is listed under the realignment run
you created in a previous procedure.
The newly created realignment request is listed
underneath the realignment run.
Pass / Fail /
Comment
Choose the Save button.
4.7
Execute Profitability Realignment Run
Test Administration
Customer project: Fill in the project-specific parts.
Test Case ID
<X.XX>
Testing Date:
Tester Name:
Duration:
Business Role(s):
Responsibility:
<State the Service Provider, Customer or Joint Service Provider and Customer>
Context
In this procedure, you execute the realignment run that was created in previous procedures.
Procedure
Test
Step #
Test Step Name
Instruction
Expected Result
1
Log On
Log on to the SAP Fiori launchpad as a Cost Accountant - Sales.
The SAP Fiori launchpad displays.
2
Access the SAP Fiori
app
Open Run Realignment - Profitability Analysis (KEND).
The overview for CO-PA: Maintain Realignments
displays.
Pass / Fail /
Comment
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Test
Step #
Test Step Name
Instruction
Expected Result
3
Execute Profitability
Realignment Run
Select the realignment run created in the previous procedures and then choose More > Run/request >
Execute > Without Start Date.
The CO-PA: Maintain Realignments job dialog box
appears.
Pass / Fail /
Comment
Note The Customer Group of the customer master data must be modified in the Sales and Distribution
view. For more information, see the Create Customer Master (BND) test script for more detailed instructions.
4
Ensure that the job name is correct. Deselect the Test Mode indicator. Choose Accept to execute the run.
Execute Run
The background job was scheduled.
You can call up job management from the menu
(Goto > Job overview>).
You can release the job to start immediately. To
display its current status, choose Refresh status.
5
Verify Run Results
4.8
Double-click the executed profitability run to view the details of the run.
The status of the run displays Successful.
Analyze Realignments Results
Test Administration
Customer project: Fill in the project-specific parts.
Test Case ID
<X.XX>
Testing Date:
Tester Name:
Duration:
Business Role(s):
Responsibility:
<State the Service Provider, Customer or Joint Service Provider and Customer>
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 journal entry items.
Margin Analysis (J55_US)
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Procedure
Test Step
#
Test Step Name
Instruction
Expected Result
1
Log on
Log onto the SAP Fiori launchpad as a Cost Accountant - Sales.
The SAP Fiori launchpad displays.
2
Access the SAP Fiori
app
Open Realignment Results - Profitability Analysis (F2549).
The Realignment Results - Profitability Analysis screen
displays.
3
Enter Filter Criteria
From the top of the view, choose the Compact Filter icon.
The Realigned Journal Entry Items portion of the view is
refreshed.
Select the Ledger filter and enter 0L.
Pass / Fail /
Comment
Select the Realignment Date filter that opens the Define Conditions: Realignment Date dialog
box.
Choose the calendar icon and select the run date for your realignment and choose OK to close
the dialog box.
Choose Go to run the report.
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Typographic Conventions
Type Style
Description
Example
Words or characters quoted from the screen. These include field names, screen titles, pushbuttons labels, menu names, menu paths, and menu options.
Textual cross-references to other documents.
Example
Emphasized words or expressions.
EXAMPLE
Technical names of system objects. These include report names, program names, transaction codes, table names, and key concepts of a programming language when
they are surrounded by body text, for example, SELECT and INCLUDE.
Example
Output on the screen. This includes file and directory names and their paths, messages, names of variables and parameters, source text, and names of installation,
upgrade and database tools.
Example
Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation.
<Example>
Variable user entry. Angle brackets indicate that you replace these words and characters with appropriate entries to make entries in the system.
EXAMPLE
Keys on the keyboard, for example, F 2 or E N T E R .
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