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Activate Transfer of Incoming Sales Orders

In this step, you activate the transfer of incoming sales orders from Sales and Distribution (SD) to Profitability Analysis (CO-PA).

You can specify whether the transferred sales orders should be shown in CO-PA in

• The period in which they were created or

• The period of the planned delivery

This information is stored in the schedule lines in the order.

Further Notes

• Sales orders transferred to CO-PA receive the record type "A". Sales orders from projects receive the record type "I" when transferred during project settlement. Both of these need to be displayed in separate columns from billing documents in the information system.

• Incoming sales orders are only updated in costing-based Profitability Analysis. Only documents that are likewise represented in Financial Accounting can be posted to account-based Profitability Analysis.

Note that, in this step, you are maintaining the same table as you do in the step Activate operating concern. If you delete an entry here, it is also deleted in that step.