COPA Profitability Segment

Dear Gurus,
In table CE4XXXX for copa we have profitability segment number which get associated with the document when it is posted in COPA.
Can you please explain how does system pick up the segment number auomatically?
Roy

Hi
The PSG is formed based on the segment level chars you define in KEQ3....
Suppose, Customer / Product is your segment level char....When ever you post to any Cust / Prod - System would first search if this combination already exists... If yes, it would assign the same PSG No.. Else, it would create a new PSG No
BR,Ajay M

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How to update sales order number (KAUFN) characteristic in the profitability segment of the PA document created at the time of service entry sheet confirmation, as a result of shipment cost document

Hi,
We have a scenario wherein we create shipment cost documents against delivery. As a result of shipments fully transferred, a PO for freight vendor is automatically created and a service entry sheet confirmation happens. As a result of service entry sheet confirmation, we have Financial accounting, Controlling and profitability analysis documents created. We have a requirement wherein we need to have the characteristic “sales order number (KAUFN)” populated in the profitability analysis document created as a result of service entry sheet confirmation.
Could someone please advice how could this be attained in COPA. Thanks for your help in advance.
Regards,
Sandeep

Hi Ajay,
Thank you for the quick update.
The document is updated to COPA through OKB9 settings. The profitability segment is updated with fields like customer, product, company code, plant, sales area data, profit center, etc; however the sales order number is missing.
Could you please elaborate further how could FI substitution be implemented to call for the FM COPA_PROFITABILITY_SEGMENT through user exit? Are you recommending the substitution through GGB1? What could be the possible validation to call for the user exit to be implemented?
Regards,
Sandeep Kulkarni

Error in Derivation and Profitability Segment

Hello Gurus,
I am two issues, which isnt allowing me to create a sales order in IDES.
I am referencing a quotation when i want to create the sales order. But i got a warning message 'error in derivation rule' and the log text has
                                                                                Error occurred in derivation rule. See long text
Message no. K/ 111
CO-PA Characteristic Derivation
Diagnosis
Step 0006 Country Ship-to   > Intern.Reg
No entry in a derivation rule was found for the specified source field
                                                                                The derivation rule was set up so that an error message appears when
     this happens.
The required derivation rule entry would need the following source
     fields:
Country Ship-to
I proceeded and the sales order couldnt save. An incompletion log pointing towards the profitability segment was generated. I have put the profit center, yet i have this issue.
Kindly help resolve it.
Thanks

Hi Luqman,
This issue is realted to the COPA Issue.
Please Try by giving the Profit Center at sales order Header by giving the Derivation rule and most important thing here is we have to mention the country of ship to here.
Please Reward IF Really Helpful,
Thanks and Regards,
Sateesh.Kandula

Problem with profitability segment derivation while posting sales order

Hello,
We have the issue of profitability segment being not derived when the sales order is changed using BAPI 'BAPI_SALESORDER_CHANGE'. Subsequent to calling this BAPI we execute a BDC - to derive the profitability segment - which runs well in the foreground but fails in the background. Immediate help in this regards would be of immense help.
I have searched the forum but could not locate anything useful. There is this thread (Re: BDC for profitability segment VA02 (sales order)) citing the same problem but without answers.
Kind Regards,
Indu Shekar

Probability Segment is maintained but Profitability Segment is still grayed out.
The only way i was able to move things to COPA was to do a project Settlement from
WBS element to Profitability Segment (PSA).
But does anyone know if we can move things to COPA during Sales Order (specifically for a project-based Sales Order)?
Thanks.

Incompletion log Profitability Segment at item level in the Sales Order

Hello Sapians,
We recently activated the "Sales Order value flow to COPA". When we create the Sales Orders the Profitability segment for the item is getting picked up automatically and have no issue in saving the Sales Order.
But when we edit the Sales Order and then try to save it, Sales Order has incompletion log which is leading to Profitability segment in the item level.
When I click the little box in Sales Order Item > Account Assignment tab> Profitability Segment forward arrow--> "continue" or "derivation" in the populated screen, then the Forward arrow in the profitability segment is deriving the characteristics, then system lets us to save the Sales order with out any incompletion log.
I checked the OSS notes 114520, in this OSS note, my sitiuation is exactly first point but could not get any clue how to resolve automatically.
Why it is happening only when we edit the Sales Order? How to update bulk of Sales Order automatically?
Any inputs?
Thank you.

Hi
Since you have activated the Sales order flow to COPA, any change in the sales order triggers a Prof Segment redetermination.... Thats why you are able to save it once you redetermine the Prof Segment....
Ideally, if no Chars like Plant/Org Elements/etc are changed - It need not trigger the Prof Segment redetermination...
Refer Note 729381 - When is a profitability segment supposed to be determined?.... With ref to this note, raise an OSS msg to SAP and check if it is possible to avoid the redetermination of PSG as long as none of the relevant chars are changed in the sales order....
There is a similar issue in MTO where by, even if you change the Header text of sales order, it triggers the Sales order cost estimate.... SAP provided a note to stop this... Note 1548608 & 1260868.... Your case is similar to this.... Raise an OSS to SAP and ask them if they can provide such a note for your case.... I feel, it should be possible for SAP to give this!
br, Ajay M

Copying of Profitability segment from Sales Order to Purchase Order

Dear Edurado,
My requirement is in the sales order account assignment tab there is Profitability segment which is done by CO PA , the same PA segment must be automatically flow to Purchase order while creating the Po with ref to a sales order. Profitabilty segment is flowing but the fields like customer , Material is not flowing ,user must have to enter manully which he does not want.... i want all the field is Profilabbility segemnet of SO must be flow to PO while doing Po with ref to SO.
Regards
Abhi

Hi,
Try transaction code KE4IM, to map the MM condition types to COPA value fields.
Trust this helps much!
Cheers!

FB50: Profitability Segment - how to automatically populate fields

Good Morning SAP Gurus-
My client's requirement is to automatically populate the following when posting manual entries via FB50 under profitability segment:
Customer
Retail Segment 1
Distribution Channel
Product Line
Brand
Order type
How is this possible in ECC 6.0?
Thank you!

Hi,
First of all, you will have to create the various fields mentioned by you as Characteristic values in COPA using KEA5. Then include them in the operating concern using KEA0 . Depending upon how you want to populate those fields in the profitability segment, create derivation rules in KEDR. Now when you come to a point where you have to enter profitability segment fields, using FB50, click on "Derivation" button in the pop up window. All your fields will be filled automatically. But if you are expecting to fill in the fields that should reference a sales document, it has to flow automatically when a billing document is created which in turn flows into FI and CO. Hope that helps.
Thanks,
Sony

Profitability segment optional in recurring entries?

Hi all!
I've got a requirement from my customer, the want to use recurring entries (tr code fbd1) where they want the possibility to post to a profitalibilty segment to update COPA. I have checked tr code 07e3 but I cannot find this field possible in any account assignment model. Can anyone please help?
Thanks in advance!

Hi,
If you want to use account assignment model to bring in, the profitability segment while creating the recurring posting template (FBD1), that's is not possible., because of whta you previously indicated, profitability segment is not in the field selection list. What you may to do instead, is to make sure the account(s) you want to post to COPA do have a field status group with profitability segment on (Either as an optional or mandatory field), so while creating the line item in the recurring posting template the icon "profitability segement" (Right pointing arrow) would be ready for you to access and the needed fields.
Hope this helps.
GG

COPA PA segment

Hi,
In COPA, there are two table: CE4***, CE4**_ACCT (*** mean operating concern), i see these table all store PA segent information, including PA segement No, sales org, etc. The PA segment No in this two table is not overlap, i wonder what PA segemnt store in CE4***, what PA segment store in CE4***_ACCT ? Thanks

Hi,
From Release 4.5A, this table is introduce to supplement table CE4XXXX. When you assign postings from other applications (such as orders, projects, FI documents, and so on) to profitability segments, you can now enter values for ALL characteristics in the operating concern, not just the Segment-level characteristics (which is available in CE4XXXX0
S Jayaram

COPA issue - segment characterristics

Hi Experts,
We have observed COPA tables contains more data. Our client is using SAP since 2010 but COPA tables data growing with millions of records. We started analyzing solutions to reduce data flow. One of our consultant suggested to make changes in configuration -Define Profitability Segment Characteristics (Segment-Lvl Characteristics) T.code KEQ3.
In transaction KEQ3 there are 42 segment characteristics maintained, in that some characteristics are checked with radio button NOT USED.
Some characteristics are checked with radio button Costing based profitability analysis. Some are checked for Costing+Account based
Can somebody explain us the impact if we select some segment characteristics to NOT USED (Purpose: to reduce COPA line items update in tables). is it really a feasible solution to reduce COPA items.
What are the precautions needs to be taken if it really helps to reduce line items.
We are using only Costing based profitability. Some segment characteristics are checked for CostingAccount based COPA are those characteristics also applicable for Costing based PA or those are only used for AccountCosting PA.
Need your valuble inputs..
Thank you.
Regards,
Chandra

Hi
Characteristics [Extern] are the criteria in Profitability Analysis (CO-PA) according to which you
can analyze your operating results and perform differentiated sales and profit planning.
If u deselect the Characteristics then the profitablity report wont chow the report for that Characteristics along with value
Regards,
Amit Shinde
Acknowledge If Satisfied

Profitability segment in MI01, MI04 and MI07

Hi Gurus
I want to post Cycle count differences in COPA. i have made profitability segment mandatory for movement type 701, 702, 703 and 704. When I am trying to post document in MI07 it gives error of profitability segment. From costing side everything is done already but profitability segment field is not appearing in MI04, MI01 and MI07. Please suggest if any other way around is possible.
Many Thanks

see OSS note 518060 - FAQ: Physical inventory
Q&A 12
and 115735 - Pstng mat.prce chnge/mat.tr.pstng/inv.differences

RFBIBL00 - FB01 - Profitability Segment Load Error

I have a program that uses RFBIBL00 to create a batch session for a FB01 load. It works perfectly until I try and include the Profitablity Segment Detail information. I want to include a product number to the profitablity segment detail. I put the product number in BBSEG-ARTNR and process the batch session through SM35. It produces an error when it gets to the profitability segment screen. The exact Error is "No batch input data for screen SAPLKEAK 0300". How do I get RFBIBL00 to create batch input date for screen SAPLKEAK 0300?

Hi
I believe you have to pass the company code too, so:
BBSEG-RKE_BUKRS = BBKPF-BUKRS
BBSEG-RKE_ARTNR = ...........
You make sure you G/L account is available to tranfer COPA data.
Max

Assign Profitability segment for Depreciation Run

Dear all,
I want to assign profitability segment for depreciation a/c,Where can i do this?please give me advise .
Thanks&Regards
Kumar

Hi Kumar,
Profitability segments are used to analyze contribution margins earned out of customer/customer segments. Here COGS is deducted from revenue to get the margin.
If you want depreciation to be picked up in profitability segment..It has to be picked up through COGS. To do this the depreciation has to be first posted to the cost center involved..which I think you must already have because of cost center assignment to assets. Later from the cost center you got to move the depreciation to production orders through activity or OH allocation, so that the asset depreciation gets picked up in COGS. After this COGS takes care of flow to COPA
Hope this helps

Profitability Segment Required during depreciation run

Hi,
I'm encountering an error during depreciation run since we set the fields selection for depreciation accounts to require for profitability segment. The reason we require for profitability segment is in order for all postings to generate COPA document.
Is there other way to transfer depreciation postings to COPA? We couldn't generate COPA documents for these postings right now.
Please guide.
Thanks.

Hi,
Generally depreciation expenses are assigned to the cost center. Configurations are maintained in ACSET tcode... Here no option to maintain COPA Segment as cost object.
On first hand, u will post depreciation to the cost center and then as I said earlier u do the cost center-copa assessment.
When u create the copa assessment cycle, u should be clear on which basis(Receiving tracing Value field i.e. either based on sales value, or based on someother value field) u want to assess the depreciation to the selected characteristics say..comapny code, cost center, plant.
Ofcourse, prerequisites is to have assessment cost element and Transfer structure.
U need to see the receivers the moment u click "Receiver Weighting Factor" Tab in u r cycle-segment defintion. If u dont get any receivers, try changing u r selection in the earlier tabs. Once u get the values here, it will surely create copa document.
Regards
Sudhakar Reddy

Sales order derivation on profitability segment from WBS element

I have an issue where we are creating a contract in CRM. The contract then ties to a project in PS and then has a WBS element assigned to it. In looking at the settlement rule and the profitability segment the sales order/contract is not being populated. We looked into having user exit COPA0001 populate it for us, but sales order can not be a target field.
My question is, shouldn't the sales order derive automatically already? If not, any ideas on how to get it populated in order to flow to COPA?
BTW, we are on CRM 7 and ECC 6.0.

Found the answer.
Implemented note 332909, then ran transaction CJB2 to automatically add settlement rules to WBS elements. This in turn derived the needed characteristics on profitability segment for posting to COPA.

COPA Profitability Segment

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