Overview

Once you complete period-end closing procedures, start gross profit evaluation that covers different analysis criteria and groups.

Keep in mind that your company management needs to assess, analyze, and evaluate the gross profit section of the profit and loss statement to identify required actions to take.

As a result of the process, the gross profit figures will be analyzed and released.

Perform gross profit analysis flowchart

Paths

How to perform gross profit analysis by business units

1. Go to Profitability & cost, click Profitability and cost reports, open the Enterprise gross profit report under Income and expenses, click More actions, select Report options, and then open the Gross profit of companies report.

2. Specify a period and select a company.

3. Click Generate.

4. Compare figures with the Profit and loss statement and the Notes to financial statements. See how to Report closing figures.

5. Click Settings, set the Advanced mode, and go to the Structure tab.

6. Select the By business units and Item, Variant, Batch check boxes only, save the settings, and click Generate.

7. Carry out the gross profit analysis by business units and items.

How to perform gross profit analysis by analytical inventory group

1. Go to the Gross profit of companies report.

2. Specify a period and select a company.

3. Click Generate.

4. Compare figures with the Profit and loss statement and the Notes to financial statements. See how to Report closing figures.

5. Click Settings, set the Advanced mode, and go to the Structure tab.

6. Select the By analytical groups and Item, Variant, Batch check boxes only, save the settings, and click Generate.

7. Carry out the gross profit analysis by analytical groups and items.

How to perform gross profit analysis by sales persons

1. Go to the Gross profit of companies report.

2. Specify a period and select a company.

3. Click Generate.

4. Compare figures with the Profit and loss statement and the Notes to financial statements. See how to Report closing figures.

5. Click Settings, set the Advanced mode, and go to the Structure tab.

6. Select the By sales persons and Item, Variant, Batch check boxes only, save the settings, and click Generate.

7. Carry out the gross profit analysis by sales persons and sales orders.

How to perform gross profit analysis by customers

1. Go to the Gross profit of companies report.

2. Specify a period and select a company.

3. Click Generate.

4. Compare figures with the Profit and loss statement and the Notes to financial statements. See how to Report closing figures.

5. Carry out the gross profit analysis by customers.

6. Click Settings, set the Advanced mode, and go to the Structure tab.

7. Select the Item, Variant, Batch check boxes, save the settings, and click Generate.

8. Additionally carry out the gross profit analysis by items.

How to perform gross profit analysis by vendors

1. Go to the Gross profit of companies report.

2. Specify a period, set other standard filters, and click Generate.

3. Carry out the gross profit analysis by vendors.

Paths

How to release gross profit figures

1. Go to General ledger and then click Financial statements under Financial reporting.

2. Find report instances for verification.

3. Open these report instances, specify the "Released" status in the Comment field, and post them.