SAP Group Reporting - Best Practice

This guidance covers the installation of SAP Best Practices content for SAP S/4HANA Finance for Group Reporting, providing a foundational configuration that can be adapted as needed. Here's a breakdown of the steps and considerations for different release versions and customization scenarios:

Key Steps to Install SAP Best Practices for Group Reporting

1. Understand Scope Item 1SG: SAP S/4HANA Finance for Group Reporting uses 1SG as the Best Practices scope item to enable base configurations. For installation guidance, refer to the administration guide on the SAP Help Portal, especially for understanding scope item interactions.

2. Client Setup Considerations: Group Reporting content may be installed in a productive client in addition to the client 000 configuration, as long as there's no EC-CS configuration content, as it conflicts with 1SG content. Follow SAP Note 2659672 strictly to handle this scenario.

3. Prerequisite for FI Accounting Best Practices Content: If you plan to install the Group Reporting scope item XX_1SG_OP, you must first install the FI Accounting Best Practices content (scope item J58, building block J02). This is essential to avoid the error related to the YCOA operational chart of accounts required by Group Reporting.

Handling Specific SAP S/4HANA Releases

Release 1809

• Installing BP content (scope item 1SG) is mandatory, and configuration changes in Group Reporting are only possible post-installation.

Release 1909

• You can choose between installing BP content or initializing minimum system settings with an initialization program.
• Once the initialization program is run or BP content installed, they are mutually exclusive—either the BP content or minimum settings can be used, but not both.

Initialization of Basic Settings for SAP S/4HANA Finance for Group Reporting

The Initialize Settings function can be used if BP content is not installed. This function is also beneficial after an upgrade. It generates essential settings within Customizing transactions:

• Settings Include:

  • System status to SAP S/4HANA, creation of dimension Y1, and global fiscal year settings.
  • Monthly consolidation frequency and settings for Consolidation of Investments (C/I).
  • Specific journal entry layouts and consolidation rules.

• By Release:

  • S/4HANA 1909: Includes foundational setup.
  • S/4HANA 2020: Adds aggregation options and enhanced C/I capabilities.
  • S/4HANA 2021: Adds new Group Reporting Preparation Ledger settings.

For upgrades, specify the "Source Release" (104, 105, or 999) to control the initialization scope:

• 104 and 105 initialize for specific releases post-upgrade.
• 999 enforces a complete overwrite of settings if needed.

This process gives you flexibility to adjust Group Reporting settings based on your system setup and upgrade paths. Make sure to check for updates and additional SAP Notes related to new release functionalities.