Profitability Analysis (CO-PA)
Basic Structures of the Operating Concerns in IDES
Additional Process Information
Data Used During This Process
Assignments of the Operating Concern
Displaying Characteristics in an Operating Concern
Displaying Value Fields in an Operating Concern
Setting up an Operating Concern
Realignments
Additional Process Information
Data Used During This Process
Displaying Line Items
Creating the Realignment Run
Creating a Realignment Request
The Test Monitor
Executing the Realignment Run
Calling Up a Report
Resetting the Data
New Planning Features in Profitability Analysis
Demo Information
Data Used During This Process
Accessing the CO-PA Plan Data
Copy Actuals into the Plan: Cut and Paste within Planning Layout
Changing Plan Values (by fixed amount or percentage)
Undo Plan Entries
Insert Plan Values
Text Editor for Long Text
Subtotals
Profitability Analysis Planning Including Forecasting
Additional Process Information
Data Used During This Process
Creating a New Plan Version
Copying a Plan with Revaluation
Displaying the Results in a Report
Displaying the Results in a Planning Layout
Forecasting the Plan Data
Displaying Results after Forecast in the Planning Layout
Deleting a Plan
Multiple Currencies in Planning
Additional Process Information
Data Used During This Process
Activating Multiple Currencies
Displaying the Plan Version for Multiple Currencies
Calling Up a Planning Layout and Entering Plan Data
Copying Between Plan Versions
Displaying a Profitability Report
Deleting the Plan Data
Top-Down Distribution
Additional Process Information
Data Used During This Process
Calling Up a Planning Layout and Entering Plan Data
Displaying a Profitability Report
Top-Down Distribution
Displaying the Profitability Report after Top-Down Distribution
Deleting the Plan Data
Valuating a Quantity Plan Using Ratios
Additional Process Information
Data Used During This Process
Customizing for Setting Up Ratios
Displaying a Profitability Report
Copying Actual Data to a Reference Version
Entering Plannning Data in the Reference Version
Planning Using Prices at the Material Group Level
Entering Planning Data for Valuating Quantities
Deleting Plan Data
Data transfer from LIS to CO-PA
Additional Process Information
Data for this example
Display Info structure
Display Planning Hierarchy
Create Planning Type
Create Plan in LIS
Characteristics Assignment
Key Figure assignment
COPA Profile
Activity
Check Job and Variant
Schedule Job
Job Overview
Edit Job
Call up a Planning Layout in Profitability Analysis
Transfer the Planning Data to LIS
Display Planning in LIS
Delete Data
Integrated Planning in Profit Center Accounting
Data Used During This Demo
Additional Process Information
Additional Demo Information
Integrated Planning in Profit Center Accounting
Transferring Data from Cost Center Accounting
Transferring Data from Costing-Based Profitability Analysis
Transferring Statistical Key Figures from Cost Center Accounting
Transferring Billing Documents in Multiple Currencies
Data Used During This Process
Activating Multiple Currencies
Creating a Sales Order
Picking and Delivery
Executing the Billing
Displaying Line Items in Profitability Analysis
Additional Process Information
Cross-Company Code Sales Processing
Additional Process Information
Data Used During This Process
Creating Sales Orders in Ordering Company Code
Creating the Delivery in the Supplying Company Code
Picking in the Supplying Company Code
Creating Invoices for Customers in Ordering Company Code
Creating Internal Invoices in the Ordering Company Code
Evaluating Incoming Invoices in Financial Accounting
Information on Acquisition Tax
Customizing in Prof. Analysis (CO-PA) for Cross Code Sales
Displaying Line Items in Profit. Anal. for Order. Company Code
Displaying Line Items in Profit. Anal. For Supp. Company Code
Profitability Report Analysis
Controlling for Services
Additional Process Information
Data Used in This Example
Displaying a CS Report in Profitability Analysis
Displaying Line Items
Performing a Service Order and Billing
Additional Information for this Example
Data Used During This Process
Creating the Initial Situation
Entering a Problem Notification and Creating a Service Order
Processing a Service Order
Confirming a Service Order
Creating a Billing Request (Resource-Related Billing)
Creating a Billing Document
Settling and Completing the Service Order
Displaying Line Items in Profitability Analysis
Displaying a CS Report in Profitability Analysis
Processing Service Contracts with Periodic Billing
Data Used During This Process
Creating and Delivering Sales Orders
Creating the Equipment Master Record
Creating Service Contracts for the Plant Maintenance of Customer
Maintaining Price Agreements in the Service Contract
Service Processing and Resource-Related Billing (optional)
Performing Periodic Billing Document
Settlement of Service Contracts
Creating Service Contracts (Nonconfigurable)
Creating Service Contracts with a Configurable Service Package
Creating Service Contracts with a Preconfigured Service Package
Displaying Line Items in Profitability Analysis
Displaying an SM Report in Profitability Analysis
Direct Assignments From Financial Accounting to Profitability An
Additional Process Information
Data Used During This Process
Characteristic Groups
PA Transfer Structure
Postings in Financial Accounting
Displaying the Line Items
Cost Center Assessment to Profitability Analysis
Additional Process Information
Data Used During This Process
Displaying a Cycle for Assessment
Executing the Assessment
Displaying the Results in a Cost Center Report
Displaying the Results in Profitability Analysis
Resetting the Data
Order Settlement: Amount Settlement
Additional Process Information
Data Used During This Process
Activating Amount Settlement
Displaying the Settlement Rule
Executing the Settlement
Resetting the data
Rebate Processing in SD and FI
Additional Process Information
Data Used During This Process
Posting the Stock
Creating Rebate Agreements
Check Customer Hierarchy
Creating Sales Orders
Delivering the Sales Orders
Creating Invoices
Settling Rebate Agreements
Creating Rebate Credit Memos
Displaying a Profitability Report
Creating a Basic Report in Profitability Analysis
Additional Process Information
Data Used During This Process
Creating a Basic Report in Profitability Analysis
Executing a Basic Report in Profitability Analysis
Executing an Existing Report in Profitability Analysis and Getti
Additional Process Information
Data Used During This Process
Setting Up Parameters in Your User Profile
Selecting a Report in CO-PA
Drilling Down to the Lowest Level (Including Line Item Detail)
Line Item Analysis (Including Integration with MM and SD)
Report-Report Interface
Displaying Attributes
Hit Lists
Changing the Report Currency
Displaying and Creating Exceptions
Creating Forms and Reports in Profitability Analysis
Additional Process Information
Data Used During This Process
Defining a Report Form
Defining the Columns of the Form
Maintaining the Text Variables
Defining the Rows of the Form
General Data Selection
Creating a Report
Executing a Report