Use

You can use this function to settle the values for project-related incoming orders to Profitability Analysis. Profitability Analysis includes the values for business-wide profitability accounting.

Integration

You must be using the Profitability Accounting (CO-PA) application component.

Prerequisites

You must define an actual settlement rule or an incoming order settlement rule with a profitability segment as the receiver for the billing element. The most important factor for this settlement is the incoming order settlement rule defined for the billing element. If none is defined, the system uses the rule for settling actual values to the profitability segment.

In the Profitability Accounting IMG, the order history characteristic (SORHIST) must be assigned to the operating concern.

Features

The system transfers the costs, revenues, and quantities with the relevant categories ( order history ) and the results analysis actual data (reduction amount for open order value) to Profitability Accounting. The system also transfers the reduction amount for the incoming order value with incoming order category ABAF (Open order value: reduction by billing document).

The system transfers the order history to Profitability Accounting as technical characteristic SORHIST. If the characteristic cannot be transferred (for example, because it is not assigned to the operating concern), the system displays an appropriate error message. The settlement is not carried out.

Two processing types are available for settling incoming order values:

The system only settles the data for project-related incoming orders to Profitability Accounting.

The system settles the actual data in accordance with the settlement rule maintained in the object (automatic settlement). In addition, the data for project-related incoming orders is also settled.

For more information, read Settlement of Orders/Projects in the Profitability Accounting documentation.