Profitability analysis copa enables you to evaluate market segments, which can be classified according to products, customers, orders or any combination of these, or strategic business units, such as sales organizations or business areas, with respect to your companys profit or contribution margin. Planning framework in sap copa allows you to structure planning selectively accordingly to specific planning levels and planning contents and to assign that planning structure to individual users. To define a new sap financial statement version, use the customizing path below in. Normally, it is a rule in sap that data once posted cannot be changed. Change the copa activation from costing based to account costing based selction. Mention below are the usage of both applications, profit center accounting ecpca profitability analysis copa if an organization wants to analyze its internal profits and loss department. Copa is used to help organization to analyze its profitability as per market. In configuration, cost components are mapped to value fields. You can become comfortable working with copa transactions, master data and hierarchies and receive a solid understanding of the profitability analysis process. You can calculate the profitability of a profitability segment by setting off its sales revenues against its costs.
Learn about the updates and developments to profitability analysis in sap s4hana finance. This may be because costingbased copa was the first to be introduced by sap. S4 hana finance account based copa published on august 1, 2016 august 1, 2016 88 likes 7 comments. This forum explains what are steps involved for copa configuration and profit center configuration such as maintain operating concernkea0, direct postings from fimmkei2, active profitability analysiskeke etc. If you also have accounting entries for incoming sales order active read here in my previous blog, you wont see the statistical condition values until you post the invoice. In sap s4hana sap gives option for selecting type of copa and recommendation as simplified pa or account based as all future innovations are planned on that but its not mandatory to go for that. A profitability segment in an operating concern is defined by a combination of characteristic values. Guided configuration follows the principle of a system driven implementation.
This overview tutorial contains its tcodes, tables, components and pdf tutorials. Configuration in sap system landscape replication server. Sap copa configuration profitability analysis sap press. See sample report, pdf training material and distributed profitability analysis tutorial. This includes both units you want to evaluate characteristics and the categories in which you analyze values.
This grouping requires all profit and loss accounts or at least all the accounts that you want to be displayed in copa to be created as cost elements. Sap will assign the same name, as your company code, to the controlling area. Copa controlling and profitability analysis contributor. In accountbased copa, the cost of goods sold cogs can be split across multiple gl accounts. Sap co profitability analysis is used to analyze the market segments classified as products, customers, sales area, business area, etc. Quick guide to sap copa profitability analysis espresso. Posts about sapcopaco written by jayanth maydipalle. Statistical sales condition in account based copa s.
Let say you have an asset called as asset under constructionauc which could take long time to become real asset and company had to bear the costs until it become real asset now, periodically management need to asses the costs for this auc fo this assessment cycle will be used so assessment is a type of instrument to make decision on. Sap co profitability analysis copa is used for the evaluation of market segments which is classified according to products, customers, and orders. Transaction code ob sap financial statement version configuration. Sap erp financials financial reporting management reporting comprehensive reporting including co and copa detail with sap s4hana reporting is not limited by application boundaries run one report e. Report painter copa report configuration posted on jul, 2015 at 09. In addition, it provides an overview of settlement orders and discusses direct postings, variance calculation. Profitability analysis in sap co part 1 costing based. With this ebite, youll learn how to configure costingbased profitability analysis copa in sap controlling. You can use the following operating concern fields as source fields.
You will have to develop new reports as account based reports are seperate as they used cost elements instead of. Then configure the interfaces between copa and other sap erp components, and set up the valuation and planning processes. Then learn how to set up planning and budgeting, actual postings, and reporting. Sap copa configuration in sap controlling howto guide by. Learn sap controlling configuration with full knowledge of sap co copa. Sap help overview sap best practices for sap s4hana, onpremise edition. Assume customer xyz belongs to customer group xyz initially and postings are generated. Also how condition type, transfer and allocation cost helps to move actual values in to copa are explained in detail. It is used to store the financial data of an organization. It can integrate with other sap modules like sap sd, sap pp, sap mm, sap scm, etc. All financial modules fi finance to record all the transactions belongs to finance cash, the reports coming out from finance will be used by external users like shareholders and tax authorities etc. Copa will come under customer generated data sources.
This table stores mapping table between crm guids and copa database structure covat. Create a financial statement version fsv as described in sap note configure the rfc connection in the sap system. The business purpose of profitability analysis is to provide information on the profitability of a companys market segments, in order to support corporate planning and decisionmaking, especially in the areas of sales and marketing. With this ebite, youll learn how to configure internal orders coomopa in sap controlling.
Entries are statistical, they will only show up in reports and apps if you select the appendix ledger. Sap fi helps to analyze the financial conditions of a company in the market. This manual familiarize users to understand how actual values flow into sap controlling profitability analysis copa. To resolve this problem described above, sap provides a solution to transfer sd condition values to copa with the same signs from sd module. Statistical condition values are posted during invoicing. Dive into master data, actual value flow, and data enrichment. Due to the temporary closure of training centers current status here, all planned classroom training courses in the affected countries have been converted to our virtual learning method sap live class until further notice thus the original offer is still fully available in these countries for more details please check our faq. This is a step by step sap copa configuration document. Profitability analysis copa sap ag profitability analysis copa 10 april 2001 features in the application component copa, you can define your master data seite 39, the basic structures of this form of profitability analysis. All fixed characteristics all userdefined characteristics all characteristics copied from sap tables or from the field catalog all characteristics copied from customer hierarchies copa hie01 to hie10. Sap menu tools acceleratedsap customizing spro edit project configuration for all the modules will be done here.
Profitability analysis in sap s4hana and subsequently in. S4f29 profitability analysis in sap s4hana sap training. Sap will also populate all the relevant fields that it. For doing the configuration we use the following path on the sap application screen. Within the variant configuration itself, you define the characteristics color and. We will configure both the costing based copa and account based copa. Controlling 7 on the popup window enter your company code and click on enter to continue. Sap fico 1 sap fi stands for financial accounting and it is one of important modules of sap erp. First, an analysis of the relations of organizational and data structures in sap s4 hana mainly finance is. Copa configuration and profit center configuration steps. You enter the source and target fields for derivation in a derivation step. We are generating data source based on some other object.
Sap profitability analysis configuration published by team of. Pdf sap profitability analysis configuration jignesh. Sap copa full form is profitability analysis is a financial reporting tool coming under co module. Execute the following transactions to test the lockbox configuration flb2 main lockbox program that uploads the lockbox file data flb1 post processing of lockbox data. In the sap standard, product hierarchies can have up to three levels. Start with master data, configure interfaces between copa and other sap erp components, and set up. However, sap has devised a tool in copa wherein we can realign the existing data in accordance with the changed derivations or data relationships. Sap co training co pa configuration basics video 16 sap co. Participants of this course will learn to configure and use the fundamental business processes in profitability analysis in sap s4hana, both accountbased and costingbased.
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