Maximize Your CO-PA Implementation with Better/Worse and Billing, Booking, and Backlog Reports

  • by Pinckney Ma, Independent Consultant
  • Peter Jones, BI Solution Architect, M16 Solutions
  • July 14, 2010
Learn tricks and tips for profitability analysis (CO-PA) implementations. First, see how to implement the better/worse (B/W) % module with a percentage of cost or profit. Then follow some tricks and tips for the design of the billings, booking, and backlogs (BBB) module. It is difficult when the BBB module involves multiple currencies and an exchange rate adjustment for the last period’s closing. Step through an example of the BBB module with specific examples of the queries needed.
Key Concept
Better/worse reports generally show the variance between the planned results of a given product or segment and its actual results. It gives you a quick way of determining whether the company is meeting its goals.

Many companies use profitability analysis (CO-PA) to manage and report on their billing, booking, and backlogs (BBB). However, depending on the reporting and uploading process there may be issues with the analysis based on whether the results are positive or negative as well as which types of accounts you are reviewing. We’ll review a solution to this issue and allow business users to see the variances in a BBB report based on the calculation of a better/worse (B/W) report. We’ll start with an explanation of the problems you can encounter with the +/- signs and then get into the following step-by-step procedure:

  • Step 1. Create hidden columns and formulas of B/W and cell editors to present the right +/- signs
  • Step 2. Use reversed signs for fewer cell editors to be created
  • Step 3. Create hidden columns and formulas of B/W % and cell editors to present the right +/- signs
  • Step 4. Check and adjust the layout of the columns based on the business scenarios of BBB with multiple currencies
  • Step 5. Create InfoObject TYPE CODE to control BBB DSO for period-end closing
  • Step 6. Use the timestamp to prevent duplication
  • Step 7. Implement the BBB calculation logic
  • Step 8. Verify data loading for period-end closing and new-period opening with sample data
  • Step 9. Review the sample BBB queries

For this article, we used SAP ERP Central Component (SAP ECC) 6.0 and SAP NetWeaver Business Warehouse (SAP NetWeaver BW) 7.0 systems, though it works for earlier systems. This information is particularly helpful to share with your SAP NetWeaver BW developers.

Pinckney Ma

Pinckney Ma is an independent SAP NetWeaver Business Warehouse (SAP NetWeaver BW) consultant. Previously, he worked as a senior consultant at BearingPoint and Knightbridge. Pinckney is certified in SAP BW 3.5 and SAP NetWeaver BW 7.0. He earned his Ph.D in computer engineering and has 20 years of IT experience, including over 10 years in data warehouse and SAP NetWeaver BW implementation experience. He has worked on SAP NetWeaver BW implementations in many areas, as well as other SAP modules including FI, CO, profitability analysis (CO-PA), sales and distribution (SD/OTC), Advanced Planning & Optimization (APO), materials management (MM), SAP BusinessObjects Global Trade Services, and Flexible Real Estate Management (RE-FX).

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Peter Jones

Peter Jones is a business intelligence solution architect in the areas of CO, EC, SAP BW, BI, BusinessObjects, Planning and Consolidation (BPC), and SEM for MI6 Solutions. He is certified in all these areas and is a subject-material expert for SEM, CO, BI, and BPC, with over 14 years of experience in these areas working for SAP and MI6 Solutions. Currently, he is involved in projects incorporating SAP BW 7.4, HANA, BPC 10.0, and EPM 10.0. He has consulted in all those areas for the last nine years. Peter was an SAP instructor for seven years and has written several books about SAP NetWeaver BW, FI/CO, and has recently revised his book about BPC Implementation to version 10.1. He is a contributor to Best Practices for Financial Reporting in SAP, an exclusive anthology of articles that delivers unparalleled guidance on how to optimize financial reporting processes with SAP applications.

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