Profitability analysis
The “Profitability analysis budget amount” flowfield has been integrated into the Profitability Accounts page, which is populated following the execution of the “Update profitability analysis” function of the C/A analysis sheet.
In addition, the fields highlighted below have been added to the profitability account tab, which operate with the same logic described within the EMA app.
The “Budget source type” field determines the feeding logic of the individual account and provides a series of pre-defined options.
The Revenue option inherits the sales budget values from the specific “Sales budget movements (EBA)” page. This table can be populated using the specific “Import sales budget from PowerBudget” feature of the C/A Analysis Sheet or via a configuration package.
In the event that a profitability account has the “Budget Origin Type” = C/A, it is necessary to set up the connection between the various accounts and define the logic for spreading the budget cost on the preventive sales lines.
The connection between the 2 economic accounts must be set up on the C/A account: the destination profitability account must be indicated (the indication must be made in the “Budget Profitability Account No.” field) and the driver to be used (the “Budget Driver Code” field) for spreading the cost on the sales turnover. As an alternative to the driver code, the “Budget Driver Profitability Account No.” and “Budget Spreading” fields can be used directly.
Al momento non sono state previste integrazioni a questa pagina, valorizzata tramite l’utilizzo dell’App EMA.
The installation of EMA Budget Allocation determines, in the Analysis Scenarios and C/A Analysis Sheet pages, the introduction of the following new field:
- “Sales budget filter”: can be enhanced, if the Allocation source field has the Budget option, to indicate the sales budget period from which to retrieve the data subject to allocation.
The EMA Budget Allocation app also makes the “Import sales budget from PowerBudget” function available. To feed the preventive Profitability C/E, after having calculated the budget cost of the single item (for example via the “IVC” App) and allocated the C/A budget data, it is necessary to execute the “Update profitability analysis” function. At the end of the processing, the “Profitability status” field in the Statistics section will show the value “Indirectly allocated”.
- «Update the profitability analysis: feeds the “Profitability analysis budget movements” detail table, which can be consulted via the Profitability C/E.
- Using the Related - Analysis - «Profitability analysis sheet» button: it is possible to access the Profitability C/E, filtered according to the starting analysis code.
Check data generated through the Profitability Account (EMA)
The logic is the same as described in the same paragraph of the EMA App.
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