copa config carton
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7/23/2019 COPA Config Carton
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Configuration Document
Carton CO-PA Implementaion
1 COPA Structure.1.1 Import Operating Concern from Source Client 000
The purpose of this activity is to copy the operating concern. The operating concern 0010 isbased on the delivered operating concern 001. The first step is to copy operating concern001 to 0010.
Procedure
1. To carry out the activity! choose one of the follo"ing navigation options#
IMG Menu Controlling→ Profitability Analysis → Structures → Define
Operating Concern → Sample Operating Concerns → Copy
Operating Concern including Customizing
Transaction Code KCP
$. On the Import Operating Concern screen! enter the follo"ing data#
"ield name Description #ser action and $alues Comment
ampleOperatingConcern
001 %&'ample operatingconcern 1(
ource Client 000
Copy to 0010
Target Client )00
Carton Profitability Analysis Configuration
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Configuration Document
Carton CO-PA Implementaion.1.% Maintain C&aracteristics
The characteristics also represent reference ob*ects for allocating costs in Profitability Analysis.
ProcedureAccess t&e transactionusing' Menu
IMG: Controlling Profitability Analysis Structures Maintain Operating ConcernCharacteristics
Transaction code KA(
C&aract. Description Dt)pe OriginTa*le
Origin"ield
+,P Customer group C/A + +,P
23I+ ales district C/A + 23I+
+P ales group C/A + +P
4A,1 Country C/A +A1 4A,1
5AT+4 5aterial roup C/A 5AA 5AT+4
+26 ales office C/A + +26
COPA7+OT4 Cost center C/A +OT4
+5T ales employee C/A PAPAT&
P&
6&PO /igher-lev.item C/A 2AP PO
O/IT ales ord.hist. C/A +&7O/I
A6AT ales doc. Type C/A 2A+ A6AT
882& Preceding doc. /istory C/A 2&4
Carton Profitability Analysis Configuration
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Configuration Document
Carton CO-PA Implementaion.1.+ Maintain ,alue "ields
alue fields are 9ey figures that represent the lines in a report in CO-PA drilldo"n reporting.The values contained in the fields can be aggregated "ith reference to the characteristics
available or displayed at a lo"er level.
ProcedureIMG Menu Controlling ! Profitability Analysis ! Structures ! Maintain
Operating Concern ! "alue #ields
Transaction code KA-
,alue "ield Description S&ort Tet
A25 ales :uantity ales :uantity
&4O evenue evenue
+8A24 4ot si;e variances 4ot i;e ar
+8A24+ Prod. cost variance PrdCostar
+8A25 <uantity variances <ty var.
+8A2P Price variances Price var
+8A2 Other variances Other var
+8A2T esource-usage var es6sear
P toc9 alue toc9 val.
C01 5aterial - 2oard 5at. 2oardC0$ 5aterial = In9 5at. In9
C0) 5aterial = Coating 5at. Coatg
C0> 5aterial - Other 5at. other
C0? 4abor - 5a9e eady 4ab. 59rdy
C0@ 4abor - un4ab un
C0 &'ternal Processing &'t. Procs
C0B Overhead = actory Ohead-ac
C0D Overhead = ales Ohead-sale
C10 Overhead - en E Adm Ohead-EA
C11 Overhead = hipping Ohead-ship
C1$ Overhead = Tooling Ohead-tool
C1) O/-on Invtry Costs Ohead-IC
CO Cost Of oods 5anufactured CO5
CO Calculated Costs Cal Costs
Carton Profitability Analysis Configuration
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Configuration Document
Carton CO-PA Implementaion,IA ,iscount Allo"ed I ,isc Allo"
,I ,iscount In Order ,isct Ord
, reight Actual rt Actual& reight &'tra rt &'tra
I reight Prepaid rt Ppaid
reight evenue rt evenu
IO Internal Order stmnt IO stmnt
P, Production ariance Prod ar
P, Price ,iff I Posting Prc ,if I
&2 ebate In Order eb In Ord
8I ebate I Posting eb I Pos
.1./ Maintain Operating Concern
ProcedureIMG Menu Controlling Profitability Analysis Structures Define
Operating Concern Maintain Operating Concern
Transaction code KA0
• iscal year# +1 %Calendar year! 1 spec. period(
• 4ocal currency 6,
Carton Profitability Analysis Configuration
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Configuration Document
Carton CO-PA Implementaion1./.1 Assign Controlling Area to Operating Concern
In this activity! you allocate the controlling areas that you "ant to be able to analy;e together inProfitability Analysis to an operating concern.
Procedure1. un the follo"ing activity#
IMG Menu $nterprises Structure Controlling Assign Controlling Areato Operating Concern
Transaction Code
Controlling Area 0010
Operating concern 0010
.1.( C&aracteristic Deri$ationIn this step! you set up the derivation of characteristic values. ,erivation lets you find valuesfor certain characteristics automatically based on the 9no"n values of other characteristics!"here these characteristics are logically dependent on one another.8hen an operating concern is generated! the system produces a standard derivation strategycontaining all 9no"n dependencies bet"een characteristics. Fou can display these bychoosing "ie% Display all steps.
1.(.1 Define C&aracteristic Deri$ation
The purpose of this activity is to define the characteristic derivation for the product hierarchy.
IMG Menu Profitability AnalysisMaster DataDefine characteristic
deri&ation
Transaction Code KD
Carton Profitability Analysis Configuration
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Configuration Document
Carton CO-PA Implementaion
1.(.% #ser defined De$elopments
IMG Menu Profitability AnalysisMaster DataDefine characteristicderi&ation
Transaction Code KD
Ta*le oo2 up To #pdate Customer 3Production order settlement4
Step 1' Implemented 2A,I for the definition 8O+O,&76P,AT&.
6sed 2&O&76P,AT& method to update the custom table 3+, "hile creating orchanging the production order.
3+, table contains order number and customer number.
Step %' Created ne" record in the +&, %Characteristic derivation( "ith follo"ing details.
tep type# Table loo9up.
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Configuration Document
Carton CO-PA Implementaion
1.(.+ #ser defined De$elopments
IMG Menu Profitability AnalysisMaster DataDefine characteristicderi&ation
Transaction Code KD
n&ancement To #pdate COPA c&aracteristics 'Customer num*er and
sales organisation
Step ID 100%
Step 1' o to transaction C5O, and Implement an enhancement COPA0001 in Pro*ect5CSI6PA in C5O, transaction.
Step %# As part of the above enhancement! an include G3H++&611 in unction 5odule #&HIT7AP4+&,COPA7001 is created. All the coding is done in the above include and thelogic of the same is as follo"s#
1. et the customer line item from the current accounting document! "hich is
being posted.
$. rom this line item! get the invoice no. for "hich the Accounting document isbeing made. Also get the customer number from this line item.
). rom this invoice number! get the sales organi;ation from the billingdocument header table.
>. o" update the COPA characteristics customer number and the salesorgani;ation from the values obtained from line no. $ and ).
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Configuration Document
Carton CO-PA Implementaion?. Chec9 the flag &7&HIT7I7ACTI& to ma9e sure the changes are reflected.
Step +' Created ne" record in the +&, %Characteristic derivation( "ith follo"ing details.
This entry is created for 4# >D0000
tep type# &nhancement.
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Configuration Document
Carton CO-PA Implementaion
Step /' A ne" record identical to the above is created in the +&, %Characteristic derivation("ith follo"ing details. This entry is created for 4# B$>000
tep type# &nhancement.
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Configuration Document
Carton CO-PA Implementaion
1.(./ #ser defined De$elopments
IMG Menu Profitability AnalysisMaster DataDefine characteristicderi&ation
Transaction Code KD
n&ancement
Ta*le oo2up
in2age of De*it 7Credit Memo 8it& Original sales order
A49 Sales Order ef.Document "or D doc. T)pe
:49 Sales Order ef.Document "or 5 doc. T)pe
A49 Sales Order ef.Document "or 5O doc. T)pe
:49 Sales Order ef.Document "or 5OI doc. T)pe
Step ID 1001
Step 1' o to transaction C5O, and Implement an enhancement COPA0001 in Pro*ect5CSI6PA in C5O, transaction.
Step %# As part of the above enhancement! an include G3H++&611 in unction 5odule #&HIT7AP4+&,COPA7001 is created. All the coding is done in the above include and thelogic of the same is as follo"s#
Carton Profitability Analysis Configuration
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Configuration Document
Carton CO-PA Implementaion
% ,aluation Strategies
.%.1 Define and Assign ,aluation Strateg)
In this step! you can define your valuation strategies and assign them to a point of valuation.
The :uantities transferred from the invoice are valuated "ith the costs calculated in theproduct cost estimate. If a valuation strategy calls for valuation using material costing! thesystem uses the point of valuation to control "hich cost estimate is read and ho" the costcomponents are assigned to value fields in CO-PA.
Procedure1. To carry out the activity! choose one of the follo"ing navigation options#
Transaction Code K/#
IMG Menu Controlling Profitability Analysis Master Data "aluation "aluation Strategies Define and Assign "aluationStrategy
,etails
OpCo ,al S; Ap Costing
"ield
name
Material
Costing0010 001 1 A25 H
Assignment of aluation trategy
OpCo P, ,er ,al Strat.
0010 01 A 001
0010 01 001
Carton Profitability Analysis Configuration
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Configuration Document
Carton CO-PA Implementaion
.%.% Set #p ,aluation #sing Material Cost stimate
%.%.1 Define Access to Standard Cost stimates
Product Cost Planning is used to determine the planned cost of goods manufactured for a product.In Profitability Analysis %CO-PA(! you can access these material cost estimates to valuate thedata in CO-PA. This includes cost estimates both "ith and "ithout :uantity structures.
Procedure1. To carry out the activity! choose one of the follo"ing navigation options#
Transaction Code SPO
IMG Menu Controlling Profitability Analysis Master Data"aluation Set 'p "aluation 'sing Material Cost $stimate Define
Access to Standard Cost $stimates
Costing Ke) <001
Costing Ke) <00%
Current Standard Cost $stimate
Sales Order Costing
"ield name Description #ser action and $alues Comment
,etermine5at. Cost
Transfer standardcost estimate
elect
Costingvariant
PPC1
Costingversion
1
Periodindicator
6se current standard costestimate acc. to entry in
Carton Profitability Analysis Configuration
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Configuration Document
Carton CO-PA Implementaionmaterial master
6se line itemplant as cost
est plant
elect
%.%.% Assign Costing Ke)s to Material T)pes
This assignment determines "hen and for "hich record type and plan version "hich productcost estimates are to be read for a specific material type.
Procedure1. To carry out the activity! choose one of the follo"ing navigation options#
Transaction Code K/=
IMG Menu Controlling Profitability Analysis Master Data "aluation Set 'p "aluation 'sing Material Cost $stimate
Assign Costing (eys to Material )ypes
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Configuration Document
Carton CO-PA Implementaion
%.%.+ Assign ,alue "ields
/ere you can assign the components of a cost component structure from Product CostControlling to the value fields of your operating concern. ote that you need to maintainseparate value field assignments for each point of valuation in Profitability Analysis %CO-PA(.
ProcedureTo carry out the activity! choose one of the follo"ing navigation options#
Transaction Code K/
IMG Menu Controlling Profitability Analysis Master Data "aluation Set 'p "aluation 'sing Material Cost $stimate
Assign "alue #ields
&nter operating concern# 0010 and cost component structure 51
+ "lo8s of Actual ,alues
.+.1 Transfer of :illing Documents
+.1.1 Assign ,alue "ields
ProcedureTo carry out the activity! choose one of the follo"ing navigation options#
Transaction Code K/I
IMG Menu Controlling ! Profitability Analysis ! #lo%s of Actual "alues !)ransfer of *illing Documents ! Assign "alue #ields
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Configuration Document
Carton CO-PA Implementaion
Op Co CT)p >ame ,al. fld Description ?79
0010 2O0) Customer ebate &2 ebate In Order
0010 2O0> /ierarchy ebate &2 ebate In Order
0010 &+0$ Calculated costs CO Calculated Costs
0010 100 100J discount ,I ,iscount In Order
0010 +TO Cash ,iscount ,I ,iscount In Order
0010 P Cost CO Cost Of oods 5anuf.
0010 301 reight Allo"ance I reight Prepaid
0010 30$ PrepaidK,elivered I reight Prepaid
0010 30) PrepaidKAdd I reight Prepaid
0010 30> &'tra reight & reight &'tra
0010 30? Actual reight , reight Actual
0010 3DD reight evenue reight evenue
0010 3I reight reight evenue
0010 3IP, Item Pct ,iscount ,I ,iscount In Order
0010 3I, Item alue ,iscount ,I ,iscount In Order
0010 3O0) CI Customer ebate &2 ebate In Order
0010 3P0 ales evenue &4O evenue
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Configuration Document
Carton CO-PA Implementaion
+.1.% Assign @uantit) "ields
ProcedureTo carry out the activity! choose one of the follo"ing navigation options#
Transaction Code K/M
5a9e the follo"ing entries#
OP Con ield name ame ield name ame
0010 +I5 2illed <uantity A25 ales <uantity
0010 +85& Order :uantity A25 ales <uantity
+.1.+ Acti$ate transfer for Incoming Sales order
ProcedureTo carry out the activity! choose one of the follo"ing navigation options#
Transaction Code KK"
IMG Menu Controlling ! Profitability Analysis ! #lo%s of Actual "alues !)ransfer of *illing Documents ! Acti&ate transfer of incomingsales order+
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Configuration Document
Carton CO-PA Implementaion
.+.% Settlements
+.%.1 Define PA Transfer Structure for Settlement
ProcedureTo carry out the activity! choose one of the follo"ing navigation options#
Transaction Code KI1
IMG Menu Controlling ! Profitability Analysis !#lo% of actual &alues !Order and Pro,ect Settlement ! Define PA )ransfer Structurefor Settlement
PA transfer structure #I - .I- .P
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Configuration Document
Carton CO-PA Implementaion
+.%.% Assign PA Transfer Structure to Settlement Profile
ProcedureTo carry out the activity! choose one of the follo"ing navigation options#
IMG Menu Controlling ! Profitability Analysis ! #lo%s of Actual "alues !Settlement of Production "ariances ! Assign PA )ransferStructure to Settlement Profile
Carton Profitability Analysis Configuration
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Configuration Document
Carton CO-PA Implementaion
Carton Profitability Analysis Configuration
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Configuration Document
Carton CO-PA Implementaion
.+.+ Define Ke) "igure Sc&emes
A 9ey figure scheme is a collection of formulas used to define 9ey figures. The individualformulas are called LelementsL and can be based on single database fields as "ell as otherelements in the same 9ey figure scheme. All database fields are defined in each scheme andare numbered D001 through DDDD.
Procedure
Access the transaction using#
IMG Menu Controlling ! Profitability Analysis ! InformationSystem ! /eport Components ! Define (ey #igure
Transaction code K1
On Change "ie%: (ey #igures Scheme: Details screen! enter the necessary data.
"ield name Description #ser action and $alues Comment
Operatingconcern
0010
+ey figure 01
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Configuration Document
Carton CO-PA Implementaionscheme
5edium 4engthTe't
Carton 9ey ields
Construct the follo"ing 9ey figure scheme#
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Configuration Document
Carton CO-PA Implementaion
Carton Profitability Analysis Configuration
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Configuration Document
Carton CO-PA Implementaion
.+./ Acti$ate Profita*ilit) Anal)sis
ProcedureTo carry out the activity! choose one of the follo"ing navigation options#
IMG Menu Controlling ! Profitability Analysis !)ools! Acti&ateProfitability Analysis
Transaction code KK
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Configuration Document
Carton CO-PA Implementaion
/ Information S)stem
./.1 Define "orms for Profita*ilit) eports
A form is used as a frame"or9 for the report in "hich is defined "hich Characteristics andalue fields are being used. The follo"ing forms as basis for the profitability reports havebeen created.
"orm Description
CATO 01 Contribution 5argin
CATO 0$ Profitability by Cost Components
CATO 0) Inter company profitability
CATO 0> ales Order s 2illing
CATO 0 Plant s Actual
Procedure
1. Access the transaction using#
IMG Menu Controlling ! Profitability Analysis ! InformationSystem ! /eport Components ! Define #orms !Define #orms for Profitability /eports
Transaction code K/
On the /eport Painter: Create #orms screen! enter the necessary data.
"ield name Description #ser action and $alues Comment
orms CATO 0
,escription Profitability Plan vs Actual
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Configuration Document
Carton CO-PA Implementaion
./.% Create Profita*ilit) eport
General AP eporting is tool that allo"s you to create reportvariants :uic9ly and easily. The modules used for thispurpose are characteristics %combinations ofcharacteristic attributes form the profitabilitysegment( and value fieldsK9ey figures "hich refer to acertain period of time in their actual differentiation.
To carry out the activity! choose one of the follo"ing navigation options#
Transaction Code K1
IMG Menu Controlling ! Profitability Analysis ! Information System !Create Profitability /eport
The reports delivered are based on the forms created#
"orm Description
CATO 01 Contribution 5argin
CATO 0$ Profitability by Cost Component
CATO 0) Inter Company Profitability
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Configuration Document
Carton CO-PA ImplementaionCATO 0> Carton PlanKActualK ariance
CATO 0 Profitability Plan vs Actual
&nter the follo"ing data
eport CATO 0
Te't Profitability Plan vs. Actual
eport "ith form '
orm CATO 0
Selection Parameter
ales Order
Customer
Product
,ivision
ales roup
Company Code
Preceding ,ocument
rom iscal year
rom Period
To Period
Displa) *ased on follo8ing C&aracteristics
ales Order
Customer
Product
,ivision
ales roup
Company Code
Preceding ,ocument
ales ,ocument Type
eference ,ocument no
rom iscal year
rom Period
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Configuration Document
Carton CO-PA Implementaion
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