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Activate Profitability Analysis

In this step you activate the interfaces to Profitability Analysis for the controlling areas assigned to your concern.

The "Active" indicator has the following values:

Value Meaning
_ Profitability Analysis is not active
2 Only costing-based Profitability Analysis is active
3 Only account-based Profitability Analysis is active
4 Costing-based and account-based Profitability Analysis are active

Note that if you select "2" or "3", only one form of CO-PA will be updated with data.

By specifying a fiscal year you can determine the year beginning with which Profitability Analysis is active.

Once Profitability Analysis is active, you can transfer the following actual postings to profitability segments:

1. Automatic transfer of billing document data from SD
2. Direct postings from Financial Accounting (FI)
3. Settlement of orders and projects
4. Period-based allocations, such as the transfer of overhead
5. Invoice receipt postings from Materials Management

When you activate CO-PA, you can make the following plan postings:

6. Period-based allocations, such as the transfer of planned overhead
1. Settlement of planning data from orders and projects

You can activate the automatic transfer of sales orders from SD to CO-PA in the activity Actual Flows of Values -> Transfer Incoming Sales Orders -> Activate Transfer of Incoming Sales Orders . You must activate this separately for each assigned to your operating concern in order that the data in Profitability Analysis can be updated.

Note that when you carry out the activities "Activate Profitability Analysis" and "Activate Transfer of Incoming Sales Orders", you are processing the same table. Consequently, if you delete an entry on one of these screens, it is effectively deleted for both.

Prerequisites

In the SAP Reference IMG under Enterprise Structure -> Assignment -> Controlling,

you need to have assigned a controlling area to the operating concern.

Activities

Activate Profitability Analysis.