This document provides a comprehensive guide to configuring and using Profitability Analysis (CO-PA) in SAP , focusing on costing-based CO-PA.
CO-PA is a tool used to analyze organizational profitability by market segments, extracting sales, profit/loss, and cost-related data from other modules like Sales and Distribution (SD), Production (PP), Materials Management (MM), and Financial Accounting (FI). It uses characteristics (e.g., customer, product) and value fields (e.g., revenues, costs) to provide detailed profitability analysis. This guide covers the configuration of the operating concern, master data setup, flow of actual values, and end-user processes within SAP CO-PA.
Key COPA related steps covered in the document are:
1.1 Define Operating Concern
- Define Operating Concern (KEA0)
- Maintain Characteristics (KEA5)
- Maintain Value Fields (KEA6)
- Assign Controlling Area to Operating Concern
- Define Profitability Segment Characteristics
1.2 Master Data
- Maintain Characteristic Values (KES1)
- Define Characteristic Derivation (KEDR)
- Define and Assign Valuation Strategy (KE4U)
- Define Keys for Accessing Material Cost Estimate
- Assign Costing Keys to any Characteristics (KEPC)
- Assign Value Fields
1.3 Flow of Actual Values
- Define Number Ranges for Actual Posting (KEN1)
- Activate Transfer of Incoming Sales Order (KEKF)
- Assign Value Fields for Sales Order Transfer (KE4I)
- Assign Quantity Fields for Sales Order Transfer (KE4I)
- Reset Value/Quantity Fields (KE4W)
- Assign PA Transfer Structure to Settlement profile (SPRO)
- Assign Value Fields for Billing Document Transfer (KE4I)
- Maintain PA Transfer Structure for Direct Posting (KEI2)
- Perform Automatic Account Assignment (OKB9)
- Define PA Transfer Structure for Settlement (KEI2)
- Assign PA transfer structure to settlement profile (OKO7)
- Define structure of cost center assessment (Transaction: KEU1)
- Activate Profitability Analysis (KEKE)
Each section provides detailed instructions, including SAP transaction codes, setup guides for master data, and steps for customizing configurations. The document highlights the integration between the CO-PA module with various SAP components such as SD, MM, FI and CO modules.