Profitability Analysis (COPA)
Profitability Accounting Applications
Accounting Methods
Features of the Components
Structures
Operating Concern
Characteristics
Value Fields
Setting the Operating Concern
Assigning the Operating Concern
Operating Concern Templates
Database Tables for CO-PA Transaction Data
Storing Multiple Currencies in CO-PA
Master Data
Characteristic Derivation
Derivation Types
Examples: Derivation Types
Special Case: Table Lookup in Table VBKD
Source and Target Fields
Influencing the Standard Derivation Procedure
Changing the Standard Derivation Steps
Activities Following Upgrades
Characteristics Hierarchy
Realignment
Maintaining Realignments
Status of Realignment Runs
Sequence of Requests Within a Realignment Run
Restoring Previous States Following Realignments
Effects on Summarization Levels and Data
Performance, Parallel Processing, and Partitioning
Valuation
Valuation Using Material Cost Estimates
Example: Valuation Using Material Cost Estimates
Representing Different Requirements
Setting Up Valuation Using Actual Cost Estimates from Material L
Valuation Using Conditions
Example: Valuation Using Conditions
Condition Types
Examples: Condition Types
Meeting Managerial Requirements
Customer Exits: Valuation
Analysis Options Using Valuation
Activate Valuation in Planning
Periodic Valuation of Actual Data
Performing Periodic Valuation
Results of Periodic Valuation
Planning
Planning Framework
Example: Planning Framework
Adjustments Following Upgrades
Setting Up Planning Content
Multiple Currencies in Planning
Multiple Valuation Views in Planning
Working with Prices in Planning
Planning Methods
Entering/Displaying Planning Data
Setting Up Manual Entry of Planning Data
Planning Layout
Transaction-Based Top-Down Distribution
Example: Transaction-Based Top-Down Distribution
Price Planning Using Ratios
Executing Manual Entry of Planning Data
Planning Methods
Valuation
Forecast
Revaluate
Events
Period Distribution
Ratios
Example: Valuating a Quantity Plan Using Ratios
Exits
Change Values
Goal Seek Function
General Functions
Format to Print
Cut
Copy
Paste
Insert
Long Text
Row Proposal
Clear Row, Undo, Redo
Overview Screen
Period Screen
Next Combination, Previous Combination, Other Combination
Line Item Display
Number Format
Lead Columns
All Key Values On/Off
Header Display On/Off
Posting
Integrated Excel in Planning
Setting Up Integrated Excel
How To Plan Using Integrated Excel
Planning Offline and Uploading into the SAP System
Example: Planning with Integrated Excel
Entering Planning Data via the World Wide Web
Entering Planning Data in the Workflow (CO-PA)
Technical Implementation
Set Up and Customizing
Example: Planning Approval
Automatic Planning Methods
Copy
Forecast
Delete
Top-Down Distribution
Example of Distribution Methods
Example: Cumulating Periods
Ratios
Valuation
Revaluation
Event
Period Distribution
Customer Enhancement
Planning Sequence
Integrated Planning
Allocation of Planned Overhead
Settling Planning Data for Orders and Projects
Transfer to Sales and Operations Planning (SOP)
Interface Between COPA and LIS
Data Transfers
Transferring Planning Data to EC-PCA / FI-GL / FI-SL
Planning Process: Creating a Valuated Sales Plan
Planning Process: Planning Sales and Promotion Budgets
Maintaining Sales and Promotion Budgets
Flows of Actual Values
Sign Handling in CO-PA
Transferring Incoming Sales Orders Online
Transferring Billing Documents Online
Posting Billing Documents Subsequently
Settling Orders/Projects
Settling Incoming Orders and Open Orders for Projects
Direct Postings from FI
Entry Aids for Assignments to Profitability Segments
Periodic Overhead Allocation
Transferring Cost Center Costs
Transferring Process Costs
Procedure for Overhead Allocation
Use of Cycles in Profitability Analysis
Cycles
Segments
Assessment Segment
Segment for Indirect Activity Allocation
Performing Period-Based Allocation
Allocating Activities Directly
Transferring Production Variances
Manual Line Item Entry
Top-Down Distribution of Actual Data
Example: Selection Criteria and Processing Instructions
Example: Cumulating Periods
Checking/Canceling Top-Down Distribution of Actual Data
Storing Actual Data in Multiple Currencies
Multiple Valuation Approaches/Transfer Prices in CO-PA
Content of Profit Center Valuation
Data Update with Multiple Valuations
Example: Parallel Valuation of Stock Transfers and Billing
Summarization During Transfer to CO-PA
Information System
Functions in the Information System
Analysis Types
Defining Profitability Reports
Line Item Lists
Data Selection for Line Item Lists
Converting Layouts Following Upgrades
Reports Based on Line Items
Key Figure Schemes
Formula Editor
Characteristic Groups
Characteristics Hierarchy
SAP Example Profitability Reports
Executing Reports
Connection to inSight for SAP
inSight for SAP: Installation and Logging On
Drilldown Report in inSight
Performance in the Information System
Multiple Currencies in the Information System
Multiple Valuations in the Information System
Account-Based CO-PA in the Information System
Authorization Objects for the Information System
Tools
Authorizations
Summarization Levels
Defining Summarization Levels
Building Summarization Levels
Uses for Summarization Levels
Schedule Manager
Data Archiving
Distributed Profitability Analysis (CO-PA)
Transaction-Based Distribution
Periodic Rollup
Transferring External Data
External Data Transfer
Performing an External Data Transfer
Evaluating Logs
Evaluating Logs
Postprocessing Erroneous Data Records
Using the Test Data Editor
IDoc Interface Between External Billing and Accounting with Upda
Checking the Flow of Billing Documents
Checking Value Flows from Order/Project Settlement
Technical Aspects of Profitability Analysis
Index Support for Determination of Segment Numbers
How to Check Whether an Index Is Being Used
Index Support for Drilldown Reports
Physical Structure of the Data in COPA
Physical Distribution of Data in CO-PA