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Order and Project Settlement

In this section you set up settlement of actual and plan data for orders and projects to Profitability Analysis.

You can settle actual data from internal orders, sales orders, and projects and plan data from plan-integrated internal orders and projects.

To settle data to CO-PA, you need to define a so-called "settlement profile" and assign this to the master data of the objects you want to settle.

This settlement profile contains an allocation structure, which defines how the corresponding order or project is credit. It also contains a PA transfer structure, which determines how the values are settled to value fields in Profitability Analysis.

In the PA transfer structure , you first assign the original cost elements on the order or the project to lines (assignments), which you then assign to value fields in Profitability Analysis.

Example

PA transfer structure:  VA (value field assignment)

Assignment    Origin(al cost element)    Value field

  10           OAS material               VV100     material costs

  20           OAS wage                   VV200     labor costs

Prerequisites

• The operating concern must be completely defined.

• A number range must be defined for the credit postings for the orders (business transaction KOAO).
  ==> Check number ranges for transactions

• The number ranges for record type "C" must be defined.
  ==> Check number ranges in CO-PA

• The desired form(s) of Profitability Analysis must be active.
  ==> Check form of Profitability Analysis