Additional PS Finance Relevant Reporting Tools You Must Know

Introduction

In today’s dynamic financial environment, efficient reporting is crucial for informed decision-making and strategic project control. If you're utilizing SAP PS (Project Systems), having access to detailed financial reporting tools can significantly streamline operations. 

Revenues and Earnings Reports

Hierarchical Reports

Efficient financial management begins with understanding the structure of revenues and earnings. Here are key hierarchical reports:
 
  • S_ALR_87013562 – Annual Overview: Provides a comprehensive yearly financial summary.
  • S_ALR_87013563 – Structure: Displays the financial structure within projects.
  • S_ALR_87013564 – Plan/Actual/Variance: Highlights the variance between planned and actual figures.
  • S_ALR_87013565 – Planned Contribution Margin: Calculates the expected profitability.
  • S_ALR_87013566 – Actual Contribution Margin: Tracks real-time profitability.
  • S_ALR_87013567 – Quotation/Order/Plan/Actual: Compares different financial stages.
  • S_ALR_87013568 – Project Results: Summarizes overall project financial outcomes.
  • S_ALR_87013569 – Incoming Orders/Balance: Monitors orders against project balances.

By Cost Element

Analyzing by cost elements allows a deeper dive into financial specifics:
  • S_ALR_87013570 – Act/Plan/Variance Abs./% Var.: Measures absolute and percentage variances.
  • S_ALR_87013571 – Actual/Plan Comparison: Periods: Compares financial data across different periods.
  • S_ALR_87013572 – Project Results: Presents financial results at the cost element level.

Payments Reports

Understanding cash flows is essential for project health. The following reports provide crucial insights:
  • S_ALR_87100191 – Receipts/Expenditures in Fiscal Year: Tracks annual cash movements.
  • S_ALR_87013573 – Receipts/Expenditures for all Fiscal Years: Reviews financial performance across years.
  • S_ALR_87013575 – Receipts: Monitors all income transactions.
  • S_ALR_87013574 – Expenses: Keeps a check on all outgoing payments.

Line Items Reports

Granular financial data at the line-item level provides deeper project insights:
  • CJI3 – Actual Costs/Revenues: Details actual financial activities.
  • CJI5 – Commitments: Displays project financial commitments.
  • CJI4 – Plan Costs/Revenues: Summarizes planned transactions.
  • CJI9 – Hierarchical Cost/Revenue Planning: Supports structured cost/revenue forecasting.
  • CJI8 – Budget: Manages project budgeting.
  • CJIA – Actual Payments/Payment Commitments: Tracks actual financial obligations.
  • CJIB – Planned Payments: Shows anticipated financial movements.
  • CJIF – Results Analysis: Assists in evaluating financial outcomes.
  • CJID – Line Item Settlement: Ensures accurate financial settlement.

Display Document Reports

Quick access to critical documents streamlines audits and reviews:
  • KSB5 – Actual Costs/Revenues: Lists real transaction history.
  • CJ3B – Budget: Focuses on project budgets.
  • CJIG – Payments: Displays payment-specific documentation.

Summarization Reports

Higher-level summaries provide strategic insights into project performance:
  • S_ALR_87013576 – Overview: Project Hierarchies: Offers a top-down financial view.
  • S_ALR_87013577 – Costs/Revenues/Expenditures/Receipts: Combines essential financial metrics into one overview.

Run Report Tools

Generate real-time and background reports for efficient project tracking:
  • CJE0 – Hierarchy Report: Instantly generates a detailed project report.
  • CJEB – Hierarchy Report in Background: Automates report generation for later review.
  • GR55 – Cost Element Report: Provides a customizable view of cost elements.

Frequently Asked Questions (FAQs)

1. What is Additional PS Finance Relevant Reporting in SAP?

Additional PS Finance Relevant Reporting refers to the set of specialized SAP PS reports designed to offer detailed financial insights into projects, covering areas like revenues, expenses, cost elements, and payments.

2. Which report helps in monitoring project earnings and contribution margins?

Reports like S_ALR_87013565 (Planned Contribution Margin) and S_ALR_87013566 (Actual Contribution Margin) are ideal for tracking project earnings.

3. How can I track receipts and expenditures in SAP PS?

You can use S_ALR_87100191 for fiscal-year-specific tracking and S_ALR_87013573 for reviewing all fiscal years collectively.

4. What is the purpose of Line Item Reports like CJI3?

Line Item Reports such as CJI3 provide detailed insights into each transaction, helping in precise project accounting and auditing.

5. Can I automate financial report generation in SAP PS?

Yes, using CJEB – Hierarchy Report in Background, you can automate the report generation process for ease and efficiency.

6. Where can I find a summarized view of project financials?

Summarization tools like S_ALR_87013576 and S_ALR_87013577 provide a comprehensive summary of all major financial metrics.

Conclusion

Mastering Additional PS Finance Relevant Reporting empowers organizations to maintain financial accuracy, ensure compliance, and drive better project outcomes. By leveraging the right set of tools, you can keep your financial data transparent, actionable, and strategically aligned with your project goals.

SAP PS Tips

Read Also

Get help for your SAP PS problems
SAP PS Forum - Do you have a SAP PS Question?

SAP Project System Tips
SAP PS Tips and Project System Discussion Forum

Main Index
SAP ERP Modules, Basis, ABAP and Other IMG Stuff

All the site contents are Copyright © www.erpgreat.com and the content authors. All rights reserved.
All product names are trademarks of their respective companies.  The site www.erpgreat.com is in no way affiliated with SAP AG.
Every effort is made to ensure the content integrity.  Information used on this site is at your own risk.
 The content on this site may not be reproduced or redistributed without the express written permission of
www.erpgreat.com or the content authors.