SAP BLOG Predictive Accounting for incoming sales orders in S/4HANA

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22 Ara 2017
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In my previous post about Finance in S/4HANA 1809 I highlighted all the new functionalities in the 2018 release of S/4HANA On-Premise. As promised, in this blog I would like to go in to the details of the enhancements in Account Based COPA in version 1809.

You will read and learn more about Predictive Accounting for incoming sales orders in account ased COPA in this blogpost.

Both sales orders and statistical sales conditions were not possible in Account Based COPA before S/4HANA 1809. I will explain and show how the new functionality works.



Predictive Accounting for Incoming Sales Orders

SAP is making use of the extension ledger in accounting to store the values coming from incoming sales orders. Normally a sales order is not posting anything to accounting. We expect the first accounting entry at the time of goods issue. But when enabling Incoming Sales order functionality in COPA in S/4HANA 1809, sales orders will post entries in the extension ledger.

Next, I will show the configuration steps to enable this.

1.-Incoming-Sales-Order-in-Accounting.png




Configuration in Finance and Sales

We first need to define and assign an extension ledger before we can activate Predictive accounting for sales orders.

2.-Ledger-Configuration.png


Next, we need to maintain the predictive accounting ledger 0E in table FINSV_PRED_RLDNR. You can maintain the table in SM30.

3.-Extension-Ledger-Configuration.png


As a final step in the FiCo configuration we need to activate predictive accounting for incoming sales orders in the IMG:

4.-Activate-Predictive-Accounting.png


5.-Activate-Predictive-Accounting.png


In the SD area we also need to perform some configuration steps. The Sales Order types and billing types applying for predictive accounting must be maintained in the corresponding tables. Only the order types and item categories specified in the below tables qualify for predictive accounting. Additionally, you can assign billing types or billing relevance specifically for predictive accounting in case these items do not have an assignment in customizing.

  • FINSV_PRED_FKART -> SD order types (you can specify predictive accounting billing type for order types that don’t have a billing type assigned).
  • FINSV_PRED_FKREL -> SD Item Categories (you can assign billing relevance for predictive for item categories that don’t have a billing relevance).

6.-Order-Type-configuration.png


7.-Item-Category-configuration.png




Reporting in Predictive Accounting

Now, in contradiction to standard accounting in SAP, creating and saving an Sales Order will generate accounting entries in the extension ledger.

There are several ways to report the predictive accounting entries generated by the sales orders. Since there is a posting in the extension ledger you will be able to report directly on ACDOCA table. Basically, all financial accounting related queries and apps will show you the predictive accounting entries.

However, there is a specific Fiori app for Sales Order Predictive Accounting. In this app I have the possibility to easily sort and filter on material groups, customer groups or time dimensions.

8.-Incoming-Sales-Order-Apps.png


9.-Incoming-Sales-Order-App.png


The same data shown in the predictive accounting app can be seen in an ACDOCA query as well:

10.-ACDOCA-Query.png


What happens after Sales Order gets delivered and billed?

After the sales order is processed accounting entries will be posted to the leading ledger as usual. Additionally, the predictive accounting entries will be credited!

I have delivered and billed sales order 1194. When you check the sales order in the Sales Order Actuals App, you will see the “real” posting entries in the leading ledger only:

11.-Sales-Order-Actuals.png


The Actuals App will never show the predictive accounting entries.

In the ACDOCA table you can clearly see the predictive accounting entries in the first 2 rows. The other entries are posted after delivering and billing the Sales Order:

12.-ACDOCA-Table.png


In upcoming blogpost, I will continue writing about new features in Account Bases COPA in S/4HANA 1809. Stay tuned.

This post appeared first on www.s4hanablog.com.

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