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Transfer Customer Rebate Agreements

In this step, you can activate the transfer of customer agreeements from Sales and Distribution (SD) to Profitability Analysis (CO-PA).

Requirements

• The number ranges for record type "G" must be maintained.

• The assignment of conditions to value fields must be maintained in the Customizing step "Flow of Actual Values -> Transfer of Billing Documents".

• Costing-based CO-PA must be active.

Recommendation

In general, it makes sense to transfer customer agreements (especially promotions) to CO-PA if you want to be able to control your sales and promotional campaigns in CO-PA. This transfer makes it possible to analyze your budgets and the available funds at an early point in time (as soon as you have created funds for a promotion).

Activities

Specify that you want to transfer the condition types relevant for monitoring sales and promotional budgets to CO-PA.

Further Notes

Note that, in this step, you are maintaining the same table as in the step "Assign value fields" for the transfer of billing documents and incoming sales orders. If, for example, you delete an entry, it is also deleted in all these steps.