Entry Aids for Assignments to Profitability Segments 

Use

For manual assignments to CO-PA in the dialog box Assignment to a Profitability Segment (the assignment screen), it may be necessary to enter several times very similar or even the very same combinations of characteristic values. Instead of having to re-enter them each time, you can save such combinations of characteristic values as an Entry Aid.

Entry aids you have created can then be selected from a tree in the assignment screen. By double-clicking an entry aid, the characteristic values you have saved are entered into the corresponding fields in the dialog box.

Batch-input transactions, however, use an assignment screen that does not have any entry aids.

Features

Creating entry aids

You can create entry aids for business transactions in Customizing for CO-PA by choosing Actual Flows of Values ® Initial Steps ® Characteristic Groups ® Assign Characteristic Groups for Assignment Screen. The entry aid for a particular business transaction can then be used by every user performing assignments for that transaction. Users can access such entry aids by choosing Central entry aids.

Furthermore, users can create their own entry aids when in account assignments. Such entry aids can then only be used in subsequent account assignments by the user who created the entry aid and for the business transaction it was created for. Users can access the entry aids they have created by choosing My entry aids.

The following applies to both central and user-specific entry aids:

Displaying entry aids

Depending on the position of the cursor in the tree, you can choose to display an overview of the characteristic values in one or more entry aids.

Alternatively to using the pushbuttons, you can use the right mouse button to call up a context menu offering you the same functions as for a node.

Selection of entry aids

When you double-click an entry aid to select it, the system treats the characteristic values as if they had been entered manually. The following applies:

Transporting entry aids

You can transport central entry aids when you transport an operating concern.