How to do Customer Profitability Analysis in ERP

Namastay Gurujee,
Is it possible to do CPA - Customer Profitability Analysis in ERP. If so can you please give some keystrokes or transaction codes.
Thank you in advance,
Seifee

Hi,
check KE30, KE24
Regards,
Nauma.

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How to create customer profitabilty analyse

hi experts,
i want to create an customer profitability analyse.
i have already read the docu in help.sap but i didnt understand it.
could somebody please tell me what i have to do step by step.
thanks in advance
Quan

Hi,
First go to RSA1 and click source system .Rt click your data source and select cutomization for extractor.select
Settings for Application-Specific DataSources (PI)---->Profitability Analysis->
Here you can create transsaction data souce or hierarchy data source etc.
This is where I guess you can start from.
Regards
Rahul Bindroo

How to Create USGAAP Profitability Analysis Report

Hi Guru's.
Need help In preparation of USGAAP Profitability Report.Give me step by step process.Points will be rewarded...
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[email protected]

Hi Guru's.
Need help In preparation of USGAAP Profitability Report.Give me step by step process.Points will be rewarded...
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Customizing Monitor in Profitability Analysis

Hello SAP-team!
What functions are provided by the Customizing Monitor in Profitability Analysis?
ps: thanks to SAP-community!
Eugene

Hi,
Customizing monitor in Profitability analysis as follows..
General topics:
35288 Technical Documentation CO-PA
69384 Account-based Profitability Analysis
199467 New act assignment table as of Release 4.5
2. Master data:
a) Characteristics and value fields:
13377 Naming conflicts in characteristics and value fields
21207 Deleting a charctrstc/value field from an op.concern
40336 Maintaining foreign keys for characteristics
76493 Changing texts of characteristics or value fields
b) Characteristics derivation and submission of characteristics values
32719 Customer hierarchy in CO-PA
33968 SD/CO-PA: Characteristics from sales document tables
36557 SD/CO-PA: Transfer partner functions to CO-PA
62690 Product hierarchy in CO-PA
93652 Info: Variant configuration in CO-PA
134889 Info on derv. of char:Why not all flds avail.?
148609 Char.deriv.:deriv. rule vals miss.aft.upgrade&trnsp.
172740 Techn.docum.charct. derivtn as of Release 4.0
c) Valuation
40408 Valuation for record types 'B' and 'C'
62536 Valuation using conditions in Profitability Analysis
67240 Info: Valuation with material cost estimate
111232 INFO: Valuation for materials valuated separately
144337 INFO rounding differences: Valuation with costing
142628 Behaviour of user exit in periodic valuation
3. Actual data transfer:
20254 Values from SD are not transferred to CO-PA
37114 Incorrect setup/reversal of provisions
33178 +/- sign logic in CO-PA (SD/FI interface)
52849 Transfer of conditions with +/- signs
39635 Profitability segment by substitution exits
64768 FI/CO-PA: Problems with exchange rate differences
87704 Cost-of-goods-sold Reconciliation: FI to Co-PA
83702 Acct assignmt logic sales order proc. - REM
111309 Transfer of quantities into CO-PA
185826 Enhancement COPA0005
a) Correction of data inconsistencies
69370 Clearing data inconsistencies in CO-PA
70718 Correctn of data inconsistency for order recpt
140457 Correcting data inconsstncs in incoming orders
126937 Correction of billing data inconsistency
93051 Restructure of the segment level from line items
4. Planning:
67191 Useful tips on the CO Planning Processor
72110 KE11: Long runtimes/timeout
77476 Information: Top-down planning
124598 CO-PA Planning: FAQs
5. Information system:
21773 Performance in reporting (summarization data)
83204 Usage strategy for summarization levels
136216 Fast rollup for summ. levels for costing-based CO-PA
6. Tools:
134430 Euro conversion and CO-PA
19015 Termination during external data transfer
19410 Characteristic validation during external data transfer
44658 Error with batch input for KE21
40994 Transport Profitability Analysis (CO-PA) to 3.0
52636 CO-PA Customizing transport
128862 Transport Customizing CO-PA in 4.0A/B
131664 Transport of operating concern structures 4.0
144015 Client copy and CO-PA/EC-EIS
65999 Information: Supported ALE scenarios in CO-PA
94458 CO-PA Realignments: documentation
113050 Segment table repair after realignments
127334 Missing archiving of profitability segments
199959 Change assignmt for operating concern
67839 Generating parts of an operating concern environment
69829 Delete operating concern in Release 3.0
106314 Delete operating concern in Release 3.1
562043 - Transfer actual costs to Profitability Analysis
544241 - INFO:Customizing Monitor new fnc 'Report Overview'.
429517 - INFO: Currency translation Billing document -> CO-PA
428563 - Material cost estimate valuatn: Translaton for posting date
400237 - CO-PA INFORMATION: Line item in company code currency
199959 - Information: change assignmt for operating concern
199467 - Info: New act assignment table as of Release 4.5
185826 - Information: Enhancement COPA0005
172740 - Info.:Techn.docum.charct.derivtn as of Release 4.0
148609 - Char.deriv.:deriv.rule vals miss.aft.upgrade&trnsp.
144337 - INFO rounding differences: valuation with costing
144015 - CC-INFO: client copy and CO-PA/EC-EIS
142628 - Behaviour of user exit in periodic valuation
140457 - Info:Correcting data inconsstncs in incoming orders
136216 - Fast rollup for summ.levels for costing-based CO-PA
134889 - CO-PA Info on derv.of char:Why not all flds avail.?
134430 - Information: Euro conversion and CO-PA
131664 - INFO: Transport of operating concern structures 4.0
128862 - INFO: Transport Customizing CO-PA in 4.0A/B
127334 - Missing archiving of profitability segments
126937 - INFO: Correction of billing data inconsistency
124598 - Info: CO-PA planning: frequently asked questions
113050 - Segment table repair after realignments
111309 - INFO: Transfer of quantities into CO-PA
111232 - INFO: Valuation for materials valuated separately
106314 - Delete operating concern in Release 3.1
94458 - CO-PA Realignments: documentation
93652 - Info: Variant configuration in CO-PA
93051 - Restructuring the segment level from line items
83702 - INFO: Acct assignmt logic sales order proc. - REM
83204 - Usage strategy for summarization levels
77476 - Information: top-down planning
76493 - Changing texts of characteristics or value fields
75334 - INFO:Downloading CO-PA correctn package fm SAPSERV
72110 - KE11: Long processing times / timeout
70718 - INFO:Correctn of data inconsistency for order recpt
69829 - Delete operating concern in Release 3.0
69384 - Information: Account-based Profitability Analysis
69370 - INFO: Clearing data inconsistencies in CO-PA
67839 - Generating parts of an operating concern environment
67240 - Info: valuation with material cost estimate
67191 - Info: Useful tips on the CO Planning Processor
65999 - Information: Supported ALE scenarios in CO-PA
64768 - FI/CO-PA: Problems with exchange rate differences
62690 - Info: product hierarchy in CO-PA
62536 - Info: Conditions in Profitability Analysis
52849 - INFO: Transfer of conditions with +/- signs
52636 - INFO: CO-PA Customizing transport
44658 - Error with batch input for KE21
40994 - INFO:Transprt Profitability Analysis (CO-PA) to 3.0
40408 - Info: Valuation for record types "B" and "C"
40336 - Info: maintaining foreign keys for characteristics
39635 - Info: finding the profitability segment using a substitution
37114 - Incorrect setup/reversal of provisions
36557 - Info SD/CO-PA:transfer partner functions to CO-PA
35288 - Profitability Analysis: Technical Documentation
33968 - SD/CO-PA: Characteristics from sales doc tables
33178 - INFO: +/- sign logic in CO-PA (SD/FI interface)
32719 - INFO: Customer hierarchy in CO-PA
21773 - Performance in Reporting (Summarization data)
21207 - Deleting a charctrstc/value field from an op.concern
20254 - INFO: Values from SD not transferred to CO-PA
19410 - INFO: Char.validity check f.external data transfer
19015 - Termination during external data transfer
13377 - INFO: Naming conflicts in charactrst. & value flds.
Thanks
Prasada

In Profitability Analysis How view the Report.

HI friends
Good evening
I configure all steps in Profitability Analysis, but i cant view the Report,
It showing only Report folder. under Report folder there is no items,
How to view the Report contents.
Thank you
Ashok kumar
[email protected]

Hi,
Are you looking at KE30 - drilldown reports?
Rgds.

How to Revise the Variable of Profitability Analysis (KE31)

Hello SAP Gurus,
How do I revised the "variable" of the Profitability Analysis? I just need to add a variable...
Thanks in advance.

Hi,
Get in TCODE KE35 i.e. form definition... now select u r row or column where u want to add the variable... when u get in for characteristics u selected, second icon enables u to create new variable.. U just tick this and system will enable u define new one or to select existing variable.
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Sudhakar Reddy

How to Calculate Profitability Analysis ?

Hi
kishore
This is basically a part of Sales and Distribution Module . can u just revert me back with the Answer .
Regards
kishore

Dear kishore
Profitability Analysis (CO-PA) 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 company's profit or contribution margin.
The aim of the system is to provide your sales, marketing, product management and corporate planning departments with information to support internal accounting and decision-making.
Two forms of Profitability Analysis are supported: costing-based and account-based.
Costing-based Profitability Analysis is the form of profitability analysis that groups costs and revenues according to value fields and costing-based valuation approaches, both of which you can define yourself. It guarantees you access at all times to a complete, short-term profitability report.
Account-based Profitability Analysis is a form of profitability analysis organized in accounts and using an account-based valuation approach. The distinguishing characteristic of this form is its use of cost and revenue elements. It provides you with a profitability report that is permanently reconciled with financial accounting.
Thanks
G. Lakshmipathi

Exchange Rate in Profitability Analysis Document

How is the exchange rate populated in profitability analysis document?
We have couple of scenarios:
Scenario 1: Credit memo request created without any reference and credit memo is created successfully. Exchange rate populated in the profitability analysis document is the exchange rate which applicable to current date.
Scenario 2: Credit memo request created with reference to customer invoice document and credit memo is created successfully. Exchange rate populated in the profitability analysis document is the exchange rate which applicable to the past date. We dont know how the system picked the exchange rate which does not applicable to the current date.
Any poiniters to this issue?

HI,
try SAPNET note 429517.
Best regards, Christian

COGS in Customer Profitability

We are creating a Customer Profitability(COPA) report to analyze which customers are profitable. In the Cost section, COGS account get the costs when the invoice gets created. In most scenarios, the COGS cost is not correct. There are adjustments later by means of PPV (Purchase Price Variance), Standard Cost adjustments and so on which are not at the customer level. To analyse the true customer profitability, We need these adjustments to be at the customer level.
Example , Sale Price is $2, COGS - $100 (Instead os $1), then the GP will be -98. Actually the GP should be $1. Later they adjust by means of PPV which becomes <99> which gets applied to the product and not at the customer.
We are planning 2 options here
Option 1 - Take the MM03 cost at the month end which includes all the adjustments (in BW)
Option 2 - Create a GL account to handle the adjustments at the customer level which offsets the values.
We would like to know what is the SAP best practice to handle adjustments. How will it be useful for the customer profitability? Is there any other way to handle cost adjustments for analysing the customer profitability.

Hi
In think it is not necessary to active material ledger, without this you can use valuation strategy.
in spro under 'Valuation' -> set up Valuation using material cost estimate in the skip the step 'Define Access to Actual costing/material ledger'.
Rest you can configure, just read some documentation on this like 'service market place' or sap.help or 'seimens material' etc.
Regards
Laxmiprasad

Characteristic Derivation in Profitability Analysis

Dear Experts,
I am finding it bit difficult to understand the concept fully when it comes to the Characteristic Derivation in Profitability Analysis.
I had gone through the various SAP explanations of MOVE, LOOK UP, ENHANCEMENT, DERIVATION RULEu2026. And now I am having rough understanding of all of it. But I am finding it difficult to understand on how these various steps or rule impact the COPA output. In other words if someone can explain the usage of all the MOVE, LOOK UP, ENHANCEMENT, DERIVATION RULE steps with an example?
Thanks in advance
Paul

Hello Paul,
Its purely clients decision/requirements which determine whether derivation is required or not. But in all COPA implemenation you need at least couple of derivations.
I will explain a simple scenario for Table Look up. Suppose you are settling production orders linked to a sales order ( Make to order scenario).
When the production order settles variances to COPA, system will not transfer Customer ( sold to party) characteristics.
But you can tweak the system through a small derivation rule to bring the customer from sales order and pass it to COPA when production order is settled.
For table look up first you have to identify the table, here our reference is sales order (VBAP-VBELN) and the required field is sold to party (VBAP-KUNNR), both are in VBAK
In the source field for table look up
VBAP- VBELN = CO-PA- KAUFN ( means if sales order number from VBAP table is same as the COPA sales order number)
VBAK-KUNNR= CO-PA-KDNR ( then pull the customer number associated with that sales order and populate the COPA customer field)
Please carefully go through SAP help for derivation, it is clearly explained with simple examples
http://help.sap.com/saphelp_46c/helpdata/en/7a/4c37ef4a0111d1894c0000e829fbbd/frameset.htm
thanks
SAP FREAK

Costs of the product calculation lack in the profitability analysis

Hello there,
A group of students and I are currently working on a SAP project which is about to implement a full cost accounting in the SAP system (ERP). At first we used a case study reading (Friedl,Hilz,Pedell), some important components for calculating the products like u201Ccosting sheetu201D, u201Ccost component structureu201D and u201Ccosting variantu201D do exist already.
For our project we had to insert an additional primary cost center. For that reason we also added new components (the above given ones). After that the costs for our products could be calculated in the right way. We also booked supplies and stated the quantity of sales. Our problem is that the Profitability Analysis (CO-PA) does not show any costs of our cost centers (material input, manufacturing costs, overhead costs) only the earnings. We did not add any u201Cattributesu201D, u201Cderivation rulesu201D or u201Cvalue fieldsu201D but fulfilled all requirements in the Customizing menu (u201CAssign costing key to productu201D, u201CAssign costing key to productu201D, u201CAssign value fields for cost component structureu201D).
The first time when we used the case study reading and therefore another company code everything worked fine. We think that the problem might be that the costing key is not attached to the products.
Thank you for any help and suggestions,
Kind regards!

In the same area as where you assign the costing key to the product, there is also an entry where you need to define the costing key. You don'tr mention that you have done that.
In the user menu for Profitability Analysis, there are also a lot of tcodes that will help you investigate the flows of values and derivation of characteristics. They are very helpful in most cases.

Creating Profitability Analysis Reports????

Hello Everyone!
I am trying to learn creation of reports in CO-PA. So far I tried creating some simple reports. I have some questions about the same. Maybe someone can help me if I tell exactly what I am doing:
1. Accounting -> Controlling -> Profitability Analysis -> Environment -> Set Operating Concern (TC: KEBC)
2. Create a report in with TC KE31,
Accounting -> Controlling -> Profitability Analysis -> Information System -> Define report
3. Took the option with basic report, included some characteristics, keyfigure(selected one key figure), variables(some entered at the execution time), output type(classis drilldown).
4. I am getting the output as a drilldown. I wanted all the selected characteristics as colums rather than drilldown in my final report. How do I make all the characteristics as columns? Ex: 5 columns containing customer, quantity of sales, address, product
Thanks in advance for your help!
Swapna

Hey Nisha,
Thanks a lot for your response. I tried creating a report like you said. But the problem is that I wanted columns with Example (sorry about the format, this was the best I could do without uploading an excel sheet):
Customer,           Material,     Quantity sold,    Total Revenue
XYZ Company,    Computer,   10pieces,           $500
But my output was:
                      Customer,       Material
Quatity Sold    10 EA                 10EA
Total Revenue   $ 500                 $500
I am not seeing the customer name and material instead I am seeing it as a matrix with values for the rows. And when I create a form with one axis, outout is coming out as a drilldown. Hope my explanation makes sense. Can anyone help me with this situation?
Thanks,
Swapna

How Tou2026 Create Custom Application in E-Commerce 7.0?

Hi all,
We want to set up SAP E-Commerce for ERP 7.0. For SAP E-Commerce for ERP 5.0 the following configuration guide is available:
How Tou2026 Create Custom Application in E-Commerce 5.0
What about SAP E-Commerce for ERP 7.0? Is this guideline also valid for 7.0?
If not, where can I find the corresponding configuration guideline for SAP E-Commerce for ERP 7.0 (on the SAP Service Marketplace?)?
Thanks in advance.
Regards,
AV

Hello Av,
Please see the Development and extension guide @
http://service.sap.com/crm-inst
=> Release 7.0
=> Operate
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Mark

Customer payment analysis

If a business kept 3 agent who is collected payment for 3000 customer then how we can check the report for each agent wise that how much outstanding collected & how much peneding for that 3000 customer.Please give me the solution.
Thanks,
Miku.

Hi
How you are treating the 3 agents in the system
As per my understanding in your case please find the solution below:
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By doing this you can able to see how much payment collected by each agent
REgrads
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I am developing a oracle pl/sql procedure to call java program. The java program will be created as procedure and will be published.
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thanks for your help in advance.
Thanks
rrb.

Kuassi
Problem is that, I have 6 jar files that are needed to be included in the main java program. And, there are more than 50+ classes, propertiers in those 6 jar files.
It might be not good idea to have all those 50+ classes in the production database.
Is there anyway that I keep all those 6 jar files in unix box (our's is oracle erp installation with oracle being installed on unix box) and just refer them in the main java program. I mean database will be loaded with main java program and it should able to refer other 6 jar files from unix.
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How to do Customer Profitability Analysis in ERP

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