Profitability Analysis (COPA) - consolut.com

1 Profitability Analysis (COPA) Analysis (COPA) SAP AG2 April 2001 Copyright Copyright 2001 SAP AG. All rights part of this publication may be reproduced or transmitted in any form or for any purposewithout the express permission of SAP AG. The information contained herein may be changedwithout prior software products marketed by SAP AG and its distributors contain proprietary softwarecomponents of other software , WINDOWS , NT , EXCEL , Word , PowerPoint and SQL Server are registeredtrademarks ofMicrosoft , DB2 , OS/2 , DB2/6000 , Parallel Sysplex , MVS/ESA , RS/6000 , AIX , S/390 ,AS/400 , OS/390.

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3 All other products mentioned are trademarks or registered trademarks of theirrespective companies. SAP AGProfitability Analysis (COPA)April 20013 IconsIconMeaningCautionExampleNoteRecomm endationSyntaxProfitability Analysis (COPA) SAP AG4 April 2001 InhaltProfitability Analysis (COPA)..9 Profitability Accounting Applications .. 12 Accounting 13 Features of the Applications COPA and ECPCA .. 16 Operating Concern .. 18 Characteristics .. 20 Value 25 Setting the Operating 27 Assigning the Operating Concern .. 28 Operating Concern Templates.

4 29 Database Tables for CO-PA Transaction 31 Storing Multiple Currencies in 37 Master Data .. 39 Characteristic 41 Derivation Types .. 44 Examples: Derivation Types .. 48 Special Case: Table Lookup in Table VBKD .. 50 Source and Target 51 Influencing the Standard Derivation Procedure .. 54 Changing the Standard Derivation 56 Activities Following Upgrades ..59 Characteristics 61 Realignment .. 62 Maintaining of Realignment Runs .. 70 Sequence of Requests Within a Realignment Run .. 71 Restoring Previous States Following Realignments.

5 72 Effects on Summarization Levels and Data .. 73 Performance, Parallel Processing, and 74 Valuation .. 76 Valuation Using Material Cost 79 Example: Valuation Using Material Cost Estimates .. 83 Representing Different Requirements .. 86 Setting Up Valuation Using Actual Cost Estimates from Material Ledger .. 88 Valuation Using Conditions ..90 Example: Valuation Using 94 Condition Types .. 96 Examples: Condition Types .. 99 Meeting Managerial Requirements .. 104 Customer Exits: Options Using Valuation .. 124 Activate Valuation in 126 Periodic Valuation of Actual 129 SAP AGProfitability Analysis (COPA)April 20015 Performing Periodic Valuation.

6 130 Results of Periodic Valuation .. 131 Planning .. 132 Planning Framework .. 134 Example: Planning Framework .. 137 Adjustments Following Upgrades .. 138 Setting Up Planning Currencies in 143 Multiple Valuation Views in Planning .. 145 Working with Prices in 146 Planning Methods .. 147 Entering/Displaying Planning Data .. 149 Setting Up Manual Entry of Planning Data .. 150 Planning Layout .. 152 Transaction-Based Top-Down 155 Example: Transaction-Based Top-Down Distribution .. 157 Price Planning Using Ratios .. 159 Executing Manual Entry of Planning Data.

7 160 Planning Methods .. 168 Period Distribution .. 170 Example: Valuating a Quantity Plan Using Ratios .. 172 Exits .. 174 Change Values .. 175 Goal Seek Function .. 176 General Functions .. 178 Format to Print .. 179 Cut .. 180 Copy .. 186 Long 187 Row Proposal .. 188 Clear Row, Undo, 189 Overview Screen .. 190 Period Screen .. 191 Next Combination, Previous Combination, Other Combination .. 192 Line Item Display .. 193 Number Format .. 194 Lead Columns .. 195 All Key Values 197 Header Display On/Off .. 198 Profitability Analysis (COPA) SAP AG6 April 199 Integrated Excel in Planning.

8 200 Setting Up Integrated Excel .. 202 How To Plan Using Integrated 205 Planning Offline and Uploading into the SAP System .. 207 Example: Planning with Integrated Excel .. 210 Entering Planning Data via the World Wide Web .. 215 Entering Planning Data in the Workflow (CO-PA) .. 218 Technical 219 Set Up and Customizing .. 222 Example: Planning 223 Automatic Planning Methods .. 226 Forecast .. 229 Top-Down Distribution .. 230 Example of Distribution Methods .. 232 Example: Period Aggregation .. 234 Ratios .. 236 Valuation.

9 238 Revaluation .. 239 Event .. 240 Period 241 Customer Enhancement .. 242 Integrated Planning .. 244 Allocation of Planned 245 Settling Planning Data for Orders and Projects .. 246 Transfer to Sales and Operations Planning (SOP) .. 248 Interface Between COPA and LIS .. 249 Data Transfers .. 251 Transferring Planning Data to EC-PCA / FI-GL / FI-SL .. 253 Planning Process: Creating a Valuated Sales Plan .. 256 Planning Process: Planning Sales and Promotion Budgets .. 259 Maintaining Sales and Promotion Budgets .. 260 Flows of Actual Values.

10 262 Sign Handling in CO-PA .. 264 Transferring Incoming Sales Orders 266 Transferring Billing Documents Online .. 269 Posting Billing Documents Subsequently .. 272 Settling Orders/Projects .. 273 Settling Incoming Orders and Open Orders for Projects .. 276 Direct Postings from FI .. 277 Entry Aids for Assignments to Profitability Segments .. 280 Periodic Overhead Allocation .. 282 Transferring Cost Center Costs .. 283 Transferring Process 284 Procedure for Overhead Allocation .. 285 SAP AGProfitability Analysis (COPA)April 20017 Use of Cycles in Profitability Analysis .