Direct postings to profitability segments (COPA0003)

Hello guru's!
I need to use this user exit; is there some documentation about this ?
I understand that :
first: is neccesary to define Maintain Characteristic Groups (standart)
second: create an access in an external table (for instance : account - cost center) and assingn it Characteristics Group
thirdh: ???? create user-exit using key access (from standard program account - cost center ) and recover Characteristic Group ?
is this the idea ?
Thanks in advance

If what you are saying is correct... then I know very little CO-PA :).
From what I know, you configure the user exit, then assign it in the valuation strategy configuration inserting U01 along with a quantity field.

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CO-PA Problem: Direct postings in FI JV's not Getting Updated in CO-PA

Hello All,
I am facing a probelm in CO-PA, when we are posting a JV in FI With The Cost Object as Cost Center . now we are able to See a FI Document, a CO Document and a Profit Center Document.
When i am going to CO-PA T.code KE24 i am not able to see the any document generated in CO-PA there.
we are only facing such a problem only with direct posting from FI only we are able to derive the COPA Values from Postings from MM & SD documents
Thanks you all in advance
Best Regards,
Ravi Reddy

They should if you tick the tickbox "PrfSeg" in TC OKB9 for the account concerned.
The docu for this checkbox reads:
Indicator: Find profitability segment using substitution
Select this indicator to have the system determine a profitability segment by means of substitution for automatic postings. The corresponding posting is then passed on to Profitability Analysis (CO-PA).
Note that automatic assignments to a profitability segment should only be used under special circumstances for certain accounts and business transactions only.
Typical business transactions for which it makes sense to have a profitability segment found automatically include
The transfer of price differences that are posted in purchasing due to differing order prices or differing prices in invoice receipt (as period costs)
The transfer of expenses or revenues that arise due to a revaluation of material stocks (as period costs)
The transfer of inventory differences (as period costs)
The data is posted to a profitability segment found on the basis of the information found in the FI document. If the information there is not very detailed (not many characteristic values), the data is posted to a higher aggregation level.
Further notes
1. Generally, a profitability segment is found and updated in Profitability Analysis automatically when the corresponding sender document is created (such as when you assign FI postings directly to a profitability segment, or when you create sales orders or billing documents). Therefore, it is not desirable to have the system find a profitability segment for all the accounts relevant to profits by assigning accounts in this function.
2. If, in Materials Management, an account assignment to a profitability segment is required, you need to ensure that in inventory management for the corresponding transaction types, the field status group permits an account assignment to a profitability segment.

Profitability Segment : FI Linkage to PA

Dear All,
Could Help me how we can link Profitability Segment No from BSEG table to CO-PA area.
Example: FI Doc No: 1400003 ( In this Document Profitably Segment Value is 12789)
CO: With Respect to above document, document posted to PA i.e 100569.
How System co-relate Profit Segment: 12789 to CO PA document 100569 as we dont have master table for Profitability Segments.
Thanks inadvance.
Regards,
Venkat

Hello,
The profitability segment what is derived in FI docuement is , as per the derivation strategy COPA.
Your COPA document is genarated with the Profitability segment mentioned by you.
There is NO direct relationship between Profitability segment and COPA document.
When you refer to the mentioned COPA document, system will display full information, in addition to Profitability segment.
Hope, I have clarified your doubts.
Please revert for further clarifications , if any.
Thanks,
Santosh

Required a customer field(located in the profitability segment box) as mand

our client is requested that the customer field (located in the Profitability Segment box) be a mandatory field for GL accounts which are getting posted directly from FI. This field is needed so that proper reporting can be generated for bad debt and product liability claims. Currently this field is not a mandatory when making journal entries, so there were some postings happened with out customer field. Due to this we are unable to extract exact values in CO-PA reports . Please can some one help me on this and explain the process and settings for this??
Thanks in advance.
Regards,
Venkat

Hi Eli,
I have posted note to SAP and i got the below reply from them.
Get this functionality you should change
the coding of form DERIVE_CRITERIA_EXTENDED from include RKEVRK2L after
uninstallation of note 115500(in case you have installed) like this:
Im Dialogfall (Kontierungspopup) Verprobung ob für Feld
Mußeingabe erforderlich (Merkmalsgruppe!)
(nicht f. Faktura, da dort keine Fehlermeldung moeglich)
if ( xt_criteria-field is initial
BEGIN OF DELETION *****
and xt_criteria-status eq '2'
and not is_status_flags-dialog is initial ) .
perform send_message using 'KE' 'E' '494'
END OF DELETION *****
BEGIN OF INSERTION *****
and xt_criteria-status eq '2' ) .
data: l_mtyp type c.
if not IS_STATUS_FLAGS-DIALOG is initial.
l_mtyp = 'E'.
else.
l_mtyp = 'W'.
endif.
perform send_message using 'KE' l_mtyp '494'
END OF INSERTION *****
xt_criteria-fieldname
is_cobl-vorgn
i_char_group
endif.
Afterwards you have to run function module RKE_GENERATE_INTERFACE_ACT
for your operating concern to update the generated program RK2LXXXX.
Thanks & Regards,
Venkat

Direct Postings from FI to COPA

Hi!
I have done configuration for PA transfer strucutre for Direct Acct Assign. fr. FI/MM.
but while I am creating the FI document , unless until I click on profitability segment field, system is not posting COPA document.
Is it mandatory to click on Profitability segment field every time we are posting FI document in order to post COPA document?
Of course I am getting the information for "enter a true account assignment object with revenues", as we have used costing based COPA and profit centre posting is statistical. we are not worried about this warning, as we can neglect the same.
regs,
ramesh
Moderator: Dear Ramesh, please read thread Rules of Engagement (first thread in this forum) and avoid to create duplicate threads about the same matter.
See updates in Thread Direct Postings from FI to COPA . Current thread was locked.

Hi Ramesh,
It is mandatory to click on profitability segment when you are posting form FI.
To simplify the selection of similar, frequently entered combinations of characteristics, you can create entry aids. For more information refer the below link:
http://help.sap.com/saphelp_47x200/helpdata/en/11/a78918e76911d2a61f0060087a7a87/content.htm
BR,
ADI

Profitability Segment Data On FI Document

Hi All,
I have posted few FI Documents using FB01, while I was posting the entries to the GL Accounts I have entered the Profitability Segment details also. Now if I want to see the details of the Profitability Segments, which table I can use? Those details are not available in BSEG. Please let me know how to get that information. It is urgent requirement.
Thanks
Uday

You should look in to table CE1XXX where XXXX refers to your operating concern. The direct postings from FI are updated with record type B. Alternatively you can use transaction KE24.

Question about the profitability segment

Hi,
How can the profitability segment be picked up when posting a cost via a PO?
Thank you.
Kind regards,
Linda

Hi,
The Profitability segment can be picked from the Account Assignment category which needs to be selected during creating PR or PO. In this, you can make profitability segment mandatory so that the user will have to specify this at the time of creating purchase requisition or PO itself .
Additionally, you can create a Characteristic group and assign this to the Assignment screen (T-Code KE4G) and here you can assign the Business transactions RMBA (Material purchase requisition) & RMBE (Material purchase order) to this Characteristic Group so that these Characteristics are mandatorily required to be input when creating a PR or PO. Further, you need to maintain the GL Accounts in the PA Transfer structure for direct postings from FI/MM.
Assign points if useful.
Regards,
Rajaram

Maintenance Cost Settlement on Profitability Segment

Hi, Can anyone tell me, that how can we settle our Maintenance Cost from PM to a Profit Center. In my company there is a Cost receiver defined as Profitability Segment and available in Settlement Rule. Can anyone explain, what does it mean. Are we settling out Maintenance Cost to profit Center directly or somewhere else.

Abhishek Sharma,
Yes, you can settle a Profit Segment.
Have a look at the Settlement Profile assigned to your order type (IMG: Maintain Settlement Profiles).
PeteA

Profitability segment greyed out - transaction FB01

Dear all,
I have the following problem:
My customer sometimes wants to do manual revenue postings. They are using transaction FB01 (not using FB70 since it is working in their system) and the posting is:
Posting key: 01 - posting on customer
Posting key: 40 - posing on manual revenue account. The field status group for this account says that profitability segment is required. When entering the cost center the profit center is automatically getting filled in the profitability segment (correct), but the problem is that no other entries in the profitability segment can be done. The icon for the profitability segment is getting green and when you click on it all fields are grey and not possible to be filled. There is a field for characteristic customers, which my client wants to be filled, but is is impossible right now since the field is grey.
Anyone that knows what I can do to solve this problem? The characteristic customer is assigned to the characteristic group which is assigned to FI-posting (transaction type RFBU) in transaction KE4G. The field customer (KNDNR) has status "field ready for input in transaction KEPA.
Many many thanks in advance!
BR Asa

Hi
Try to remove the Char group against RFBU in KE4G... Also remove any assignment made in KEVG2...
Then try the entry in FB01...
If it is still greyed out - Then it is an authorization issue...
Can you please check on these lines and get back
br, Ajay M

Profitability Segments are not created for Invoices

Hi Guru's
Can any one help on this ?
"Invoice Documents Profitability Segments are not created" can you please suggest me?
Thanks,
Aakash

Hi Aakash,
I think you are trying to integrate FICA with CO-PA and then getting the error.
The posting of a contract accounts A/R & A/P document in CO-PA is dependent on-
(a) Activation of the operating concern in the SPRO node Controlling → Profitability Analysis →
Structures → Define Operating Concern → Maintain Characteristics
and
(b) CO short account assignment of the contract in the SPRO Node Financial Accounting → Contract
Accounts Receivable and Payable → Basic Functions → Posting and Documents → Documents
→ Define Account Assignments for Automatic Postings → Store CO Short Account Assignments
for IS-U Contracts.
In here, the system only carries out the posting if the Profitability Segment Assigned selected in CO
account assignment.
Hope it helps...
Thanks,
Amlan

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

Shipment profitability segment

Hi experts need suggestion on this issue plz.I am unable to update the profitability segment while calculating freight cost and transfer the cost to respective G/L and profitability segment,what actually my requirement is when i process shipment cost document while transfering cost to cost center i need profitability segment too,so what i have to do get this profitablility segent and cost center when i transfer the freight.

Hi,
I don't think it is possible to transfer a Profitability Segment (CO-PA) directly during transfer of Shipment Costs to Accounting.
The reason it that the Service Entry Sheet that gets generated would be unable to handle the CO-PA information.
If I remember well, you can only use a Cost Center or a Cost Order as costing assignment in the shipment cost document.
Therefore the correct way to do it would be indirectly, through a transfer of cost using a Cost Center (the usual way) first.
If you check the costing assignment possibilities in the shipment cost document, do you see any other possibility than Cost Center or CO Order?
Best Regards,
Franck

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

How to view the Billing data,direct postings from FI and Over head costs

Dear All,
I have created a PA report by Report Painter and when I execute the report by KE30,I could able see the report for billing data by selecting the 'F' and when I want to see the direct postings from FI,I have to come back to initial screen ,then select 'B' and similarly select 'D' for overhead costs.
Can I see all data (i.e billing,postings from FI & overhead costs ) in a single report,without selecting the Record Type.
Regards
Su

Hi,
In KE35 (Form),I have defined the columns (for actuals and plan) and rows (for value fields only) and in KE32 (Report),I have defined the characteristics and variables and when I defining the VARIABLES ,I have selected 'Record Type' as one of the variable.
As you said that I have tried to remove the Record Type as a variable,but i could not remove it . Please suggest me as how to remove it and take it as a Characteristic.
Regards
Subbu

Missing data: Profitability segment no. in Sale order creation

Hi Gurus,
while creating a Sales order, I am getting the Below Error;
"Error while the Operating Concern being determined"
Massage no: KE/AD817
Error: Missing data: Profitability segment no.
Its Urgent..
Can anybody suggest....
Thanks
BKT

Hi Bani,
Please check if note 380102 helps in this case. From the long text of the error message you can find out which charachteristic is responsible for the error message.
Regards,
Abhisek

Direct postings to profitability segments (COPA0003)

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