公开(公告)号：US10325276B2

公开(公告)日：2019-06-18

申请号：US14711372

申请日：2015-05-13

Applicant: SAP SE

Inventor： Stefan Walz ,  Joachim Welte ,  Frank Zeisberger ,  Joachim Kenntner ,  Christiane Cramer ,  Peter Himmighoefer ,  Georg Dopf

IPC: G06Q30/02 ,  G06Q40/00

Abstract: Financial reporting methods and systems integrate profitability and accounting data. A universal journal entry allows user definition of relevant characteristics for a market segment. The entry appends the structure of a financial document to provide linkage to market segment characteristics. When creating the financial document including profit and loss (P&L) and balance account line items, a market segment is defined with determined characteristics stored in the line item on the basis of business process dependent rules. For example in posting information on a sales order item, sales order data may be read, and customer, product, and/or other sales order information input. Additional data can be derived on the basis of the determined master data, depending upon user needs. Embodiments allow enriched reporting (e.g., flexible market segment reporting) at the line item level, affording intuitive access to defined characteristics, e.g., drill-down into details of P&L and balance account information.

公开(公告)号：US20160292704A1

公开(公告)日：2016-10-06

申请号：US14711372

申请日：2015-05-13

Applicant: SAP SE

Inventor： Stefan Walz ,  Joachim Welte ,  Frank Zeisberger ,  Joachim Kenntner ,  Christiane Cramer ,  Peter Himmighoefer ,  Georg Dopf

IPC: G06Q30/02 ,  G06Q40/00

CPC classification number: G06Q30/0204 ,  G06Q40/12

Abstract: Financial reporting methods and systems integrate profitability and accounting data. A universal journal entry allows user definition of relevant characteristics for a market segment. The entry appends the structure of a financial document to provide linkage to market segment characteristics. When creating the financial document including profit and loss (P&L) and balance account line items, a market segment is defined with determined characteristics stored in the line item on the basis of business process dependent rules. For example in posting information on a sales order item, sales order data may be read, and customer, product, and/or other sales order information input. Additional data can be derived on the basis of the determined master data, depending upon user needs. Embodiments allow enriched reporting (e.g., flexible market segment reporting) at the line item level, affording intuitive access to defined characteristics, e.g., drill-down into details of P&L and balance account information.

Abstract translation: 财务报告方法和系统整合盈利能力和会计数据。 通用日记帐分录允许用户定义市场细分的相关特征。 该条目附加了财务文件的结构，以提供与市场细分特征的联系。 在创建包括损益（P＆L）和余额科目项目的财务文件时，根据业务流程相关规则，定义具有存储在行项目中的确定特征的市场细分。 例如，在发布关于销售订单项目的信息时，可以读取销售订单数据，并输入客户，产品和/或其他销售订单信息。 可以根据所确定的主数据，根据用户的需要导出附加数据。 实施例允许在订单项级别丰富的报告（例如，灵活的市场段报告），提供对定义的特征的直观访问，例如，深入了解损益和余额帐户信息的细节。