Reading Partner Profit Centers: Systematics

Processing via purchase order and sales order

When you create a sales order for the purchase order, you enter the SAP order number in the order header. Then you enter the corresponding items in the sales order items ( Start of the navigation path Items Next navigation step Ordering data Next navigation step ). This creates the relationship between the sales order and the purchase order. If the customer is a partner company, for which partner information has to be determined, the system checks the following: End of the navigation path

  • Whether the order data entries have been made in the sales order

  • Whether the order items can be found

  • Whether the material numbers agree in the sales order and purchase order items (otherwise the system displays a warning)

When you post the goods issue and create the billing document in Accounting, the system reads the purchase order using the ordering information in the sales order. If the purchase order item is assigned to more than one profit center, the corresponding revenue line is split and posted accordingly in Profit center Accounting.

Similarly, the system reads the sales order when you post the goods receipt and invoice receipt for the purchase order. The sales order item always contains one profit center only, which is then entered in the documents for the goods receipt and invoice receipt as the partner profit center.

Stock transfer with delivery and billing document

In stock transfer orders the system automatically creates a delivery note based on the purchase order (a sales order is not used.) The ordering information is passed on by the system and therefore does not need to be created manually. The partner is then found in the same way as described above, except that the system reads the delivery note instead of the sales order upon goods receipt or invoice receipt.

Stock transfers

The system handles stock transfers across company codes that are created directly in inventory management in the same way as stock transfers within one company code. No extra settings have to be made, therefore.

Clearing managerial accounting

The partner profit centers are always determined automatically from the CO objects involved (cost centers, orders, and so on). No extra settings have to be made, therefore.

Cross-company scenario

The system finds the partner profit center for intercompany billing (IB) by reading the customer billing document (or the customer credit memo in the case of a return delivery). To be able to do this, the customer billing document (or customer credit memo) must have been created before the IB document.

If you are using the IDOC type INVOIC02 and have activated transaction VOFC (account assignment offsetting posting for internal billing), the system will automatically set the partner profit center from the data in the customer billing document for internal billing at goods receipt.