COPA Config Carton

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7/23/2019 COPA Config Carton http://slidepdf.com/reader/full/copa-config-carton 1/27  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 is based on the delivered operating concern 001. The first step is to copy operating concern 001 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 ample Operating Concern 001 %&'ample operating concern 1( ource Client  000 Copy to 0010 Target Client )00 Carton Profitability Analysis Configuration

Transcript of 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

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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

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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

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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,

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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

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  Configuration Document 

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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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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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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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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#

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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

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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

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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 

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%.%.+ 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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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 

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+.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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.+.% 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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+.%.% 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

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Carton Profitability Analysis Configuration

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.+.+ 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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Carton Profitability Analysis Configuration

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.+./ 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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/ 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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./.% 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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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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Carton CO-PA Implementaion