Realignment in Margin Analysis

This blog post explains Realignment in Margin analysis. Realignments enables to update profitability characteristics in the posted documents. Realignment can be performed for the below purposes:

  • To reflect organizational changes in your product, customer, or sales structure
  • To correct inconsistencies in cases where organizational information or master data was incorrectly assigned at the time of the original posting
  • To enrich the data with information that was not available at the time of the original posting

Universal Journal – ACDOCA stores all profitability characteristics, only characteristics that are not relevant to G/L can be changed. Profitability characteristics such as Company Code, Controlling Area, Functional Area, Business Area, Profit Center, Partner Profit Center, Segment and Customer-defined characteristics from DDIC Include CI_COBL cannot be changed.

This blog post explains realignment process for the scenario to correct incorrect assignment of customer group in customer master data.

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Figure 1:Scenario taken for illustrating Realignment in Margin analysis

At the time of original posting, incorrect customer group 01 was maintained in the customer master data and corrected to 02 before executing realignment.

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Figure 2:Fiori App-Display line items – Margin Analysis – Before Realignment

App Name: Run Realignment Profitability Analysis

Create Realignment run and request

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Figure 3:Create Realignment run

Realignment runs are the executable units for realignments. A realignment run consists of one or more realignment requests.

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Figure 4:Realignment Request

realignment request consists of a set of selection criteria, a conversion rule, and a description.

Selection condition:

The dataset to be realigned can be restricted by means of selection conditions.

Conversion Rule:

Specify how the characteristics values to be changed. The following options are available:

  • Characteristics NOT to be changed

This is the initial default setting for all characteristics. Certain characteristics cannot be changed anyway and are therefore highlighted.

  • Characteristics to have value replaced with

The existing characteristic value is replaced with the specified value.

  • Characteristics to be derived again

Using this option for the selected characteristics CO-PA derivation is re-executed. The remaining characteristics are not changed by derivation.

By setting the Rederivation of ACDOCA Characteristics for Attributed Line Items checkbox, the attribution logic can be executed again for the selected ACDOCA line items. This method enables missing information to be rederived.

Execute a realignment run

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Figure 5:Realignment Execution

Realignment run can be executed in test mode initially to validate and then in update mode.

App Name: Realignment Results Profitability Analysis

Gain insight into the changes resulting from realignment runs by reviewing the profitability characteristics as originally posted and after realignment.

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Figure 6:Fiori App-Realignment Results Profitability Analysis

Display Line Item – Margin Analysis app output after executing realignment.

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Figure 7:Fiori App-Display line items – Margin Analysis – After Realignment

Conclusion:

This blog post provides some insights on realignment in Margin analysis to reflect organizational changes, correct inconsistencies and enrich the data. Share your feedback in the comment section.

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