In this activity, you choose which record types in CO-PA you want to use as tracing factors for selecting the cost drivers. This reduces the number of profitability segments used in template determination, thereby producing several advantages. Such a reduction can considerably enhance performance, for example.
You can choose from the record types delivered by SAP or define your own: Define New Record Types
If incoming sales orders and billing documents are both posted in CO-PA, you can decide whether the sender objects (such as processes) should be allocated at the point of entry of the incoming sales orders or of the billing documents. If you choose both record types, then you have to decide on an activation condition in the template that controls when the sender objects are settled. This ensures that a settlement does not occur twice.
To choose a record type, select the appropriate checkbox and save your selection.