Profitability Segment - Automatic Determination

Experts,
We are doing some clearing of G/L Accounts, AP and AR using F-03, F-32 etc and was wondering how to automatically determine Profitability Segment #, so that when these clearing documents get posted, segment # do get populated in them.
All inputs/answers/suggestions would be duly appreciated and rewarded with points.
Thanks,
Nandita

Hi,
No you cannot. You can only set the check box for PA on in OKB9.
Try using substitution, but that will turn out to be pretty complex as compared with derivation.
Cheers.

Similar Messages

Assign WBS and Profitability segment

Dear Gurus,
I want to make Sales Order for project but when the quotation creted from the project, it assign WBS element automatically and the profitability segment is unchangeable (grey). How to fill profitability segment automatically even we create quotation from Project?
or can we fill both wbs and profitability segment in same time? if we do it, will it post as statistical n true?
Thanks
Regards,
Marilyn

Hi,
If CO-PA is active settlement transfer the costs and revenue of the sales order item to profitability segment in CO-PA, if not active it gets transferred to G/L account in FI.
Regarding functionality of Profitability segment - Need to specify Characteristics in CO-PA for profitability segments and these characteristics are used for Information system and planning. Charcteristics which are not involved in profitablity segment remains in the line item of CO-PA. In essence charcteristics decides on profitablity segments.
Regarding removal of Profitablity segment no in Sales order .Kindly refer back to the earlier threads.
Thanks & Regards
Madhu

CRM Order: Error occurred during determination of profitability segment

Hello All,
I have created a Trade promotion in CRM, and maintained the determination condition and Discount condition for the combination of
Customer /Sales org /Product.
I have maintained settings for CO-PA in connected SAP ECC
When i create a sales order in CRM , trade promotion is determined in the order and also discount is considered in the order pricing.
When i save the order in CRM, an entry in the outbound queue of CRM is created with destination pointing to ECC, which is having the status: SYSFAIL.
The description of the error is :" Error occurred during determination of profitability segment "
Suppose when if i remove the trade promotion which was determined in the order and then save the order i dont get this error.
Hence could you please help me providing additional settings which should be done if we want to have TPM also.
Regards,
Naveen

Long Text message
An error has occured in the system ECPCLNT100 while copying the document
Message no. CRM_ORDER_MISC 020
Diagnosis
Errors have occured while transferring the document into another system. Remove the error messages from the enclosed log.
Transmission log
Error occurred during determination of profitability segment (Notification E IAOM 025)
Error occurred in derivation rule. See long text (Notification E K/ 111)
I pressed F8 to see the derivation strategy , but how do i figure out which characteristic/char value is missing / has the error.
Best Regards
Meghna

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

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

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

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

Profitability Segment while releasing invoice to Accounting

Hi,
I am configuring a scenario in which a debit memo request and a corresponding debit memo will be created. Users want to put in a WBS element at the line item level of the debit memo request (which is fine). Business gave me a GL account in which the profitability segment is a required entry. Now, when I try to release the invoice to accounting, I get an error saying "Field Prof.Segmt is a required field for G/L account" (Msg Number F5808). I know that by changing the field status group on the GL account, i can make it post, but that is not the point. I want to know
a. Why system is unable to determine the profitability segment (i entered GL account in OKB9 and checked auto determination of profitability segment)
b. Is it because I am using the WBS element and trying to post to both FI and CO (because, when i use WBS in sales order, during account determination, system looks for KOFK condition type to determine the GL account) and i am not supposed to do that? If i do not use a WBS, then, the posting happens (using KOFI) and the profitability segment is also determined.)
Please let me know if you need more information.
Your help is most appreciated.
Regards,
Mukund S

We closed this issue by changing the field status group for the GL account. Though this is not the perfect answer, we had to do it for the business need.

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!

EDI Vendor posting (INVOIC01) to account assign Profitability segment

Hello Experts,
Have anyone used INVOIC01 (EDI vendor) Idoc type to post to a Profitability segment in a InterCompany sales scenario? If yes, could someone guide me how to achieve this? I see that OBCC transaction has Profitability segment field, but I am not sure how to use it.
Any ideas?
Thanks for your time.

Thanks Waman for the SAP notes.
In fact, I have looked at those notes, already. We cannot change to INVOIC02 Idoc type.
I wonder, why SAP does not offer the functionality to update Profitability segment on the EDI Vendor posting. Transaction OBCC has Profitability segment, but giving a fixed PSEG will not meet any business requirement! EDI enhancement FEDI0001 has only EDI-FIELDS and not the IDoc segment details. There is nothing much one can do with just the EDI-FIELDS.
Have you used FEDI0001 enhancement for PSEG determination? Looks like all that one can do with FEDI0001 is move the OBCC configuration values to Coding block.
Thanks for your time.

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

Crm Service Order & Profitability Segment

Hi ,
Please help in solving the following error, when i am saving a service order and editing/change mode i am getting the error mentioned below in bold letters,and more over operating concern and probitalbility segment is not defined in R/3 as client does not require profitability analysis
Please let me know the relavent spro setting / middleware setting , due to which this error is occuring
An error occurred in system WLTCLNT200 during account assignment
*Message no. CRM_ORDER_MISC 060*
*Diagnosis*
Errors occurred when assigning an account assignment object to a business transaction. To view the error message, see the accompanying log file.
Transfer Log
No operating concern has been assigned to controlling area IN01 (Notification E KE 300)
Error occurred during determination of profitability segment (Notification W IAOM 025)
thanks
SK

Hi Rahul,
These links might help.
1. HOW TO ENABLE OR DISABLE TAB FOR PARTICULAR ORDER TYPE ?
2. Orders Layout
Rewards points if helpful.
Shridhar

In Sales Order Profitability Segment is not reading

Hi Friends,
my client is using Global Trade Management module. Created Sales Contract automatically Sales Order Created. Issue is some CO-PA KES1 master missing becasue in sales order profitability segment is not reading. after maintain the KES1 Master.
without GTM. sales order open in change mode just select profitability segment button automatical derive the charecters. in GTM Module is active i can not open sales order in change mode.
how do i resolve the issue.
Please provide the soluation very urgent.
Thanks
Ramu

No My question has not answered

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

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.

Profitability Segment - Automatic Determination

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