Profitability Analysis
Structures
Define Operating Concern
Maintain Characteristics
Maintain Value Fields
Maintain Operating Concern
Sample Operating Concerns
Use SAP Operating Concern Template
Copy Operating Concern including Customizing
Define Profitability Segment Characteristics (Segment-Lvl Charac
Set Operating Concern
Master Data
Characteristic Values
Maintain Characteristic Values
Define Characteristics Hierarchy
Define Characteristic Derivation
Valuation
Valuation Strategies
Define and Assign Valuation Strategy
Set Up Valuation Using Material Cost Estimate
Define Access to Standard Cost Estimates
Define Access to Actual Costing/Material Ledger
Assign Costing Keys to Products
Assign Costing Keys to Material Types
Assign Costing Keys to Any Characteristics
Assign Value Fields
Set Up Conditions and Costing Sheets
Define Condition Tables
Define Access Sequences
Create Condition Types and Costing Sheets
Assign Value Fields
Define Pricing Reports
Planning
Initial Steps
Define Number Ranges for Planning Data
Maintain Versions
Assign Quantity Fields
Check Active Value Flows of Actual Data
Planning Framework
Set Up Planning Framework
Aids for Changeover to the Planning Framework
Create Planning Level from Planning Layout
Display Planner Profiles
Manual Entry of Planning Data
Define Planning Layout
Set Up Transaction-Based Top-Down Distribution
Define Value Field Assignments
Define Distribution Profiles
Calculated Values as Reference for Top-Down Distribution
Integrated Planning
Transfer Cost Center Planning/Process Planning
Initial Steps
Define Calculated Values for Use as Reference Values
Assign Characteristic Groups to Plan Cycles
Assign Receiver Plan Version
Assess Cost Center Costs / Process Costs
Define Structure of Cost Center Assessment/Process Cost Assessme
Define PA Transfer Structure for Assessment
Define Allocation Structure
Display Cycle Overview of Plan Assessment
Direct/Indirect Activity Allocation
Maintain PA Transfer Structure for Template and Activity Allocat
Set Up Indirect Allocation of Activities from Cost Centers/Proce
Display Cycle Overview of Plan Activity Allocation
Set Up Template Allocation
Define Record Types for Selecting Cost Drivers
Specify Characteristics for Selection and Update
Generate Template Environment for CO-PA
Maintain Template Environment and Function Trees
Maintain Template
Maintain Template Determination and Other Update Characteristics
Maintain PA Transfer Structure for Template and Activity Allocat
Transfer Order/Project Planning
Define PA Transfer Structure for Settlement
Assign PA Transfer Structure to Settlement Profile
Transfer of Sales Quantities to SOP
Maintain Characteristic Groups
Assign Characteristic Group to Plan Version
Define LIS Interface
Set Up Transfer of Planning Data to EC-PCA/FI-GL/FI-SL
Maintain +/- Sign Rules
Maintain Account Determination
Planning Aids
Distribution Key for Periodic Distribution
Maintain Distribution Key
Maintain Segment-Specific Distribution Keys
Revaluation Key
Maintain Revaluation Keys
Maintain Segment-Specific Revaluation Keys
Event
Maintain Events
Maintain Segment-Specific Events
Forecast Profile
Maintain Forecast Profiles
Maintain Segment-Specific Forecast Profiles
Define Weighting Groups
Define Ratios and Ratio Schemes
Calculated Values as Reference for Top-Down Distribution
Create Exit Number for Customer Enhancement
Reorganization
Reorganize Planning Layouts
Reorganize Long Texts
Flows of Actual Values
Initial Steps
Define Number Ranges for Actual Postings
Characteristic Groups
Maintain Characteristic Groups
Assign Characteristic Groups for Assignment Screen
Assign Characteristic Groups for Line Item Screens
Value Field Groups
Maintain Value Field Groups
Assign Value Field Groups for Line Item Screens
Summarize Data During Update
Store Quantities in CO-PA Standard Unit of Measure
Transfer of Incoming Sales Orders
Assign Value Fields
Assign Quantity Fields
Activate Transfer of Incoming Sales Orders
Transfer of Billing Documents
Assign Value Fields
Assign Quantity Fields
Reset Value/Quantity Fields
Order and Project Settlement
Define PA Transfer Structure for Settlement
Assign PA Transfer Structure to Settlement Profile
Direct Posting from FI/MM
Maintain PA Transfer Structure for Direct Postings
Automatic Account Assignment
Settlement of Production Variances
Define PA Transfer Structure for Variance Settlement
Assign PA Transfer Structure to Settlement Profile
Transfer of Overhead
Initial Steps
Define Calculated Values for Use as Reference Values
Assign Characteristic Groups to Actual Cycles
Assess Cost Center Costs / Process Costs
Define Structure of Cost Center Assessment/Process Cost Assessme
Define PA Transfer Structure for Assessment
Define Allocation Structure
Display Cycle Overview of Actual Assessment
Direct/Indirect Activity Allocation
Maintain PA Transfer Structure for Template and Activity Allocat
Set Up Indirect Allocation of Activities from Cost Centers/Proce
Display Cycle Overview of Actual Activity Allocation
Set Up Template Allocation
Define Record Types for Selecting Cost Drivers
Specify Characteristics for Selection and Update
Generate Template Environment for CO-PA
Maintain Template Environment and Function Trees
Maintain Template
Maintain Template Determination and Other Update Characteristics
Maintain PA Transfer Structure for Template and Activity Allocat
Settlement of Overhead/Projects
Define PA Transfer Structure for Settlement
Assign PA Transfer Structure to Settlement Profile
Transfer Customer Rebate Agreements
Multiple Valuation Approaches/Transfer Prices
Assign Accounts for Internal Goods Movements
Activate Profit Center Valuation
Periodic Adjustments
Calculated Values as Reference for Top-Down Distribution
Activate Profitability Analysis
Information System
Report Components
Define Key Figure Schemes
Define Variables for Reports
Define Characteristic Groups for the Information System
Define Characteristics Hierarchy
Assign Cost Element Hierarchy for Account-Based CO-PA
Assign Display Attributes
Define Headers and Footers for Basic Reports
Define Forms
Define Forms for Profitability Reports
Define Forms for Reports Based on Line Items
Create Profitability Report
Create Reports Based on Line Items
Background Processing
Maintain Variants
Define Variant Groups
Maintain Variant Groups
Schedule Variant Groups
Assign Reports/Report Selection to Role
Currency Translation
Define Currency Translation Keys
Reorganization and Conversions
Reorganize Report Data
Reorganize Reports
Reorganize Forms
Reorganize Forms for Reports Based on Line Items
Reorganize Line Item Layouts
Reorganize Variant Groups
Convert Reports
Tools
Summarization Levels
Have Proposal Created Automatically
Define Summarization Levels
Analysis
Check Customizing Settings
Valuation Simulation
Simulate Billing Document Transfer
Simulation of Document Transfer from Incoming Sales Orders
Check Value Flow in Billing Document Transfer
Check Value Flow from Order/Project Settlement
Production Startup
Delete Transaction Data
Transport
Import
Subsequent Posting of SD Documents
Prepare Subsequent Posting of Sales Orders
Post Sales Orders Subsequently
Post Billing Documents Subsequently
Data Transfers Between CO-PA and Other Systems
Initial Steps
Define Record Types
Define Number Ranges for New Record Types
CO-PA External Data Transfer
Define Structure of External Data
Define Data Interface
Maintain Transfer Rules
Platform-Independent File Name Allocation
Cross-Client Maintenance of File Names and Paths
Additional Client-Dependent File Name Maintenance
Run Analyses
Data Transfer via FI/CO Document
Display IDoc Type
Assign Fields
Distributed Profitability Analysis
Generate/Update Message Type
Activate Distributed Profitability Analysis
Define Segment-Level Characteristics for Distributed CO-PA
Run Initial Supply for Distributed Profitability Analysis
Authorization Management
CO-PA-Specific Authorization Objects
Define Authorization Objects for Planning
Define Authorization Objects for the Information System
Define Authorization Objects for Reports Based on Line Items
Create Role/Authorization Profile and Assign Users
Utilities
Translate Texts
Printing with Microsoft Word for Windows
Cross-Client File Names and Paths
Create Logical File Names
List File Names
SAP Enhancements