Displaying Line Items in Profitability Analysis 

Use

When you create the billing document, the data flows into Profitability Analysis. You can now call up and evaluate these documents in CO-PA.

Procedure

  1. Call up the transaction as follows:
    2.

    Menu Path

    Accounting ® Controlling ® Profitability Analysis ® Information System ® Display Line Item List ® Actual

    Transaction Code

    KE24

    If you are executing a profitability analysis transaction for the first time since logging on to the system, the Set Operating Concern dialog box appears.

  2. Enter the following data:
    3.

    Field

    Data

    Operating concern

    IDEA

    Type of Profitability Analysis

    Costing-based

  3. Choose .
  4. In the dialog box, choose Yes.

    5. This two dialog box is displayed only once during a session. Once you have made your selection, the system always selects the given operating concern and the relevant type of profitability analysis.

    Note the Currency type field shown. By activating the second currency in CO-PA, you have made it possible to analyze line items in the operating concern and/or company code currency.

  5. Enter the following data:
    6.

    Field

    Data

    Date created

    Today's date

    Entered by

    Your user name

  6. Choose .
  7. In the dialog box, choose .

    8. You now see the items transferred to Profitability Analysis. These line items represent the order and the billing document in both currencies.

  8. Double-click the line item with currency type 10 (company code currency) and record type F (billing document).

    9. In the screen that then appears, go to the Characteristics tab page. Here you find, for example, the customer name and the American organizational units.

  9. Choose the Value fields tab page.

    10. You can see the detailed information for order and billing quantities, revenues, discounts and detailed product cost components, which are derived from the Sales and Product Costing areas. Note that the list of value fields covers multiple screens. The values are posted in USD.

  10. Choose .
  11. Call up the line items in the operating concern currency (Crcy type: B0) and with record type F by double-clicking.
  1. Choose the Value fields tab page.

    2. The value fields only display currency EUR.

  2. Choose until the overview tree appears.