copa overview3

7/26/2019 COPA Overview3

1/22

GL-GLOBE/Profitability Analysis Overview 1June 19, 201

Profitability Analysis Overview

FICOPA_200


2/22

GL-GLOBE/Profitability Analysis Overview June 19, 201

Benefits

!"at is Profitability Analysis#

$ow %oes Profitability Analysis relate to ot"er&o%ules#

Profitability Analysis versus Profit 'entre A((ountin)

'o&*onents of Profitability Analysis

'"ara(teristi(s an% +alue iel%s

e*ortin)

.u&&ary

Module Overview


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GL-GLOBE/Profitability Analysis Overview June 19, 201

Benefits

Benefits to estlProvi%es *rofit an% loss %etails on &ulti*le re*ortin)

%i&ensions in(lu%in) .34 an% (usto&er "ierar("y

.u**orts lo(al &ana)e&ent5s internal %e(ision &a6in) an%analysis

.u**orts t"e re*ortin) of 7otal 7ra%e .*en% 877. an%'usto&er 'ontribution .tate&ents 8''. a(tivity

:nte)rate% syste& for better analysis


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GL-GLOBE/Profitability Analysis Overview June 19, 201 ;

COPA Supports Deision Ma!in"

PA *rovi%es lo(al


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GL-GLOBE/Profitability Analysis Overview June 19, 201 9

Profitability Analysis

>efinition Analysis of a business se)&ent an% its ability to)enerate net in(o&e?

Profitability Analysis (an be use% in t"e followin) s(enarios

7"e )oal is to

o*ti&i@e t"e*ro%u(t *ortfolio

!"at is t"e

(ontribution of an

in%ivi%ual &ar6et

se)&ent

7"e business

strate)y is to

save (osts

>eter&ine w"i(" are t"e *ro%u(ts an% t"e *ro%u(t )rou*s t"at

"ave an a**ro*riate


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Profitability Analysis wit$in Controllin"

Profitability ProfitabilityAnalysis Se"#ent

Over$ead and Proet Cost

Controllin"

Material led"er and

CO'S Bolton

Cost

Center

ProfitC

enterA

ountin"

Produt Cost Controllin"

Cost +le#ent Aountin"

Standard

Costs

: $ .>


7/22GL-GLOBE/Profitability Analysis Overview June 19, 201 12

Profit 'enter A((ountin) 8P'AProfitability an% Balan(e ."eet re*ortin)

Lowest level of %etail available for re*ortin) is *rofit (enter

eal-ti&e re*ortin) on t"e level of res*onsibility areaswit"out t"e nee% of &anual %ata transfers

A((ount-base% view *ossible

Profitability Analysis 8'OPAProfitability re*ortin) only

Lowest level of %etail for re*ortin) is .34 an% (usto&er

"ierar("y level ?eal-ti&e re*ortin) is available for (ertain a(tivities 8e?)?,

sales but not for ot"ers 8e?)? over"ea%s w"i(" be(o&eavailable only after *erio% en% (losin)

:s not a((ount-base%

Profitability Analysis COPA3 versus ProfitCenter Aountin" PCA3



7"e syste& "as been %esi)ne% so t"at t"ere(on(iliation of t"e PCL between 'OPA an% P'A isat t"e level of Profit 'entre an%


9/22GL-GLOBE/Profitability Analysis Overview June 19, 201 1D

COPA %eportin" %45 versus B/

All %ata t"at is available fro& / 'OPA re*orts is alsoloa%e% to B! 'OPA?

!"en s"oul% you use 'OPA / re*ortin)# :f you are res*onsible for *erio% en% transa(tions, you (an use

/ 'OPA to ("e(6 t"at t"e *ostin) "as "it 'OPA (orre(tly

:f you are res*onsible for t"e re(on(iliation of 'OPA an% B!, youwill nee% to run / 'OPA re*orts as *art of your re(on(iliation

!"en s"oul% you use 'OPA B! re*ortin)#All ot"er re*ortin) nee%s

or t"e analysis of (osts an% revenues or t"e *ro%u(tion of &ana)e&ent infor&ation

or *erio% en% re*ort *a(6s

B/ is your #ain reportin" tool


10/22GL-GLOBE/Profitability Analysis Overview June 19, 201 1=

/ort$ !nowin" about COPA 6 of 53

'OPA is fully inte)rate% wit" t"e ot"er .AP(o&*onents.u**orts (o&*le stru(tures &ulti*le (o&*anies, 6ee*s

re(or%s in %ifferent (urren(ies, various re*ortin) %i&ensions

:s u*%ate% wit" (ertain infor&ation %aily, for ea&*le sales

infor&ationull *rofit an% loss %ata available after *erio% en% (losin)

(o&*lete?




'OPA is "i)"ly inte)rate% wit" t"e ot"er &o%ules?>e*en%ent on uality of &aster %ata for .34s an%

(usto&ers?

>e*en%ent on uality of *ro(esses?

Fuality of &aster %ata fro& PA (an i&*a(t ot"er *ro(esses?




Plannin)$ol%s &ulti*le *lan versions for (o&*arisons a)ainst a(tual

results

'onsoli%ation

7"e eli&ination of t"e effe(ts of intra-&ar6et transa(tions8li6e %elivery of )oo%s is not *art of t"e *resent PA %esi)n?7"is &eans, t"at fi)ures s"own on a "i)"er level t"an a(o&*any (o%e 8e?)? &ar6et are *urely a))re)ate% values?


13/22GL-GLOBE/Profitability Analysis Overview June 19, 201 1;

Co#ponents 6 of 73

'"ara(teristi(sAnalysis %i&ensions for 'OPA>efine w"at ite&s or obe(ts t"e user will be able to analy@e

E?)? Pro%u(ts, *ro%u(t "ierar("ies, .ales '"annels, Pro%u(t'"annels et(?

H!"at %o : want to re*ort on#I'"ara(teristi( values

H!"at values (an : "ave for t"ese ("ara(teristi(s#I

E?)? for '"ara(teristi( Pro%u(t '"annel t"e values are retail,(aterin), ven%in)

Globally an% lo(ally %efine% an% &aintaine%?



Co#ponents 2 of 73

Profitability se)&entsProfitability se)&ents are t"e &ar6et ("annels or strate)i(

business units t"at are to be analy@e% in 'OPA e?)?(o&binations of *ro%u(t, (usto&er, an% sales stru(tureinfor&ation?

I!"at is t"e te("ni(al %efinition of &y sales ("annel#I

C-

S.8

'%O

-PProdut 'alliers

Produt "roup '"o(olate

Cust8 "rp !al&art

C$annel etail

C$arateristisC$arateristis (alues(alues

C)A**+,

P%OD-C. '%P

Food /ater Pet Food


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Co#ponents 5 of 73

'"ara(teristi( >erivation>erivation (an a((ess a%%itional infor&ation 8("ara(teristi(values to "el* to analyse t"e results

7"is &eans fro& a (o&bination of ("ara(teristi( values t"evalue of anot"er ("ara(teristi( (an be %eter&ine% 8if t"enrules

E?)? if *ro%u(t ("annel K retail an%

(usto&er ("annel K (aterin) t"en

estle sales ("annel K (aterin)


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Co#ponents 7 of 73

+alue fiel%s.tore t"e base uantities an% a&ounts for re*ortin)

At t"e en% use% to re*resent t"e re*ortin) lines 8PCL, 77. et(?

+alue fiel%s (an be

Fuantities, e?)? .ales Fuantity in 'ases or e*ortin) Fuantityin 3ilo)ra&&es

evenues, e?)? Gross Pro(ee%s of .ales

Pri(in) %is(ounts, e?)? General Pri(e e%u(tions or Ot"er 7ra%ePro&otions

'osts, e?)? 'ost of )oo%s sol%

H!"at *erfor&an(e &easures %o : want to tra(6 an%analy@e#I


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(alue fields

Qty MediaGPSListing

fees ...... ......

C$arateristis8Kvarious re*ortin) %i&ensions

Prod.

categ.

Sales

channelCustomer ......

......

One reord in PA9

D ("ara(teristi(s 120 value fiel%s

8K PCL lines an% so&e &ore %etaile% ones

C$arateristis and (alue fields in PA6 of 23


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C$arateristis and (alue fields in PA2 of 23

7"e '"ara(teristi(s an% +alue fiel%s are &ainly )lobalan% t"us will be use% (onsistently by all estl&ar6ets7"ere are so&e lo(al '"ara(teristi(s an% +alue fiel%s w"i("

(an only be use% for lo(al reuire&ents

A%%in) or re&ovin) any '"ara(teristi( or +alue fiel%will be %one (entrally base% u*on t"e nee%s of t"ew"ole )rou*

.o&e '"ara(teristi(s (ontain lo(al &ar6et valueswit"in a %efine% (ontet 8e?)? your own lo(al Pro%u(t

$ierar("y7"ree '"ara(teristi(s are available to store a freely

%efine% value?

One uantity an% two a&ount +alue fiel%s areavailable to use for lo(al-s*e(ifi( reuire&ents


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GL-GLOBE/Profitability Analysis Overview June 19, 201 2D

(alue Fields

7"e +alue iel%s store t"e nu&bers for t"e :n(o&e.tate&ent

7"us only t"e basi( lines of t"e PCL are (a*ture%,i?e? t"ose t"at )ive in*ut an%/or (ontain %etails

7"e subtotals an% t"e (al(ulate% lines are O7(a*ture% in +alue iel%s but in 'al(ulate% 3eyi)ures

7"e values of t"e 'al(ulate% 3ey i)ures are notstore% as su(", but live only for t"e *erio% of t"e

re*ort/uery


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GL-GLOBE/Profitability Analysis Overview June 19, 201 2=

%eportin" fro# Profitability Analysis 6 of 53

%eportin" available in Profitability Analysissupports9

PCL by 8for ea&*leLo(al Pro%u(t

este( 'ate)ories

estle Bran% $ierar("ies

.ales '"annel

'usto&er 'ontribution .tate&ent 8''.

7otal 7ra%e .*en% 877.

'ost of Goo%s .ol% e(on(iliation e*orts


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%eportin" fro# Profitability Analysis 2 of 53

.wo CO:PA reports are available and #aintained"lobally by t$e B.C9

:.E401 M :nte)rate% :n(o&e .tate&ent Euro*e

OL:EEPO7 - Online +erifi(ation e*ort

*ote9 4se transa(tion (o%e 3E0 to ee(ute t"e above re*orts?


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GL-GLOBE/ProfitabilityAnalysis Overview June 19 201 2

%eportin" fro# Business /are$ouse 5 of 53

%eportin" available in Business /are$ouse B/3inludes9

:nte)rate% :n(o&e .tate&ent

'usto&er 'ontribution .tate&ents 8''.

eal :nternal Growt" 8:G.ales .tatisti(s

Ba% Goo%s

copa overview3

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