For efficient management accounting, you often need to group orders with similar characteristics and analyze them together. You can use the summarization characteristics to create totals records. You can run summarization reports against these values for report run times that are shorter than with the use of totals records from the selected orders. If you have a large numbers of orders you need to use order summarization.You can specify the structure of your analysis by defining a hierarchy. Each level of the hierarchy is represented by a characteristic. Note that the controlling area is always the first level of the hierarchy.You can summarize both costs like planned costs, actual costs, variances, results analysis data and quantities like input and output quantities.The definition of a summarization hierarchy determines which fields are used in summarization and which objects are summarized.The levels of the summarization hierarchy are created by means of master data fields. The available master data fields are predetermined.
Orders Master data layout
The master data fields are distributed over nine predefined group boxes. You can display or hide the fields in the group boxes as previously and set them as ‚Required‘ or ‚Optional‘ entry fields.You can create your own fields in the master data. The R/3 System supports all field functions for these user-defined fields, except list versions.These user-defined fields allow you as of Release 4.5 to run order summarization directly through the order master data without classifying the orders. SAP also provides a converter program, which supports a change from order classification with free characteristics to user-defined master data fields.
During summarization, the system selects the orders for each level of the hierarchy in accordance with the specified characteristics. It then computes a total for the orders that are located below that level. The total values are written for each hierarchy group to a summarization object. You can schedule a background process for the summarization run or use parallel processing, if you have a large amount of orders in your hierarchy.The information system includes special reports for internal order summarization objects.You can use the summarization report to navigate between all orders, in all order types, for all company codes in one given controlling area. On a selected level you can also display its data in a different way, by using another report.If an order is created and posted after the summarization run has taken place, the hierarchy does not display the order. This means you need to run the summarization again.
To summarize orders using characteristics, you create a summarization hierarchy and start a summarization run that collects the order values according to their hierarchies.The information system for orders includes special reports for summarization objects.