Copy (SAP Library - Profitability Analysis (COPA))

Copy

Use

The automatic planning method Copy allows you to copy existing reference data to data area specified by the selected planning package. Reference data can be, for example, the actual data from the previous year or planning data from a different plan version. You can use the copied data as the basis for planning, for example, and then change it by applying other planning methods.

Caution

Note that you have to call up the planning method for the target planning package in which the copied data is to be set.

Features

In the parameter set, you can specify the following:

You specify how the system should proceed if values already exist in the target data area. It is possible to copy values and thereby overwrite the existing values. Alternatively, you can add the copied values to the existing values or subtract them from them.
You specify the time frame for the reference data that is to be copied. There are two ways of doing this:

On the one hand, you can have the system automatically determine periods that fall before (or after) the periods at the planning level or those in the planning package. Under Period shift, you enter the number of periods that the system should count back. (If the reference data falls in the future, enter a figure with the negative sign.) You can display the current fiscal year variant in order to enter an appropriate value.
On the other hand, you can enter the periods for the reference data directly under Period from/to. Note, however, that the interval has to be identical in length to the interval that you entered in the planning level or in the planning package.

You specify whether the data to be copied is actual data or data from the plan version for the planning package or from a different plan version that is yet to be specified.
You can copy the value fields of one characteristic value into another characteristic value. In this way, you can copy the planning data for a customer, for example, as a basis for another customer. For this, use the Transform characteristic values function.

Example

Reference data:

Customer	Sales quantity	Revenue
AAA	10	200

Transform characteristic values: AAA à BBB

Result:

Customer	Sales quantity	Revenue
AAA	10	200
BBB	10	200

The object with customer AAA is copied and, since the characteristic has been transformed (AAA à BBB), a new object is generated with customer BBB.

You determine whether the value fields are to be revaluated when data is copied.
By making the appropriate setting, you specify, on the one hand, whether the planning method is to be executed in a test run or in an update run, or, on the other hand, whether this decision is to be postponed until the point of execution of the parameter set.
You can jump to a background processing screen.
In the Value fields tab page, you specify which specific value fields are to be copied.