Here you can define derivation rules that the system should use to find a default profit center for the additional balance sheet/profit and loss accounts.
If no profit center has been specified for an additional balance sheet or profit and loss account, the system finds a default profit center using the derivation rules. If this does not yield a profit center, it uses the default profit center maintained for that account or the corresponding account interval.
To distinguish profit centers according to derivation rule, you have the following source fields:
Activities
By combining these source fields, you can determine a sequence of derivation steps. To do this, choose Edit -> Choose or Edit -> Create Step
Under Goto -> Maintain rule values you can maintain several derivation rules per derivation step, which the system will process in succession. As soon as a default profit center is found for a derivation rule, the system will add this profit center and will cease processing derivation rules.
It is possible that not all characteristics are set in all postings. If the system does not find a default for a posting in any of the rule values contained in the derivation step, it skips to the next derivation step.
Example
With postings in the balance sheet account X to company codes 1 to n, the system finds profit center A.
Preconditions
You can only define derivation rules and derivation steps for accounts or account intervals that you have already decided to transfer to Profit Center Accounting (see Choose Accounts).
Further notes
If you have activated the key figure Display error message for a derivation step under Edit -> Choose on the tab page characteristics, a warning will appear if no rule value is maintained for the current posting. The derivation step will then be ended, and other existing derivation steps will cease to process. To avoid this, enter a rule value for every combination of source values you use.
On the same tab page, you can make a setting so that rule values can be naintained with validity date. This allows you, for example, to deactivate values temporarily for testing purposes without having to delete them.
For more information about maintenance of derivation rules, see the section Profitability analysis (CO-PA) in the R/3 library, under Characteristic derivation.
Notes on Transport
You have to transport derivation rules manually. Choose Extras -> Transport.