Revenue Planning in COPA from SOP

Hi,
If SD team is implementing SOP, can anybody guide me whether they will only be doing quantity planning. If yes then how should I valaute my Revenue "Value Field" in COPA. What should be the appraoch as I have never worked with SOP.
Thanks

Hi
You have 2 choices
1. You can transfer qty from SOP and You can enter your revenue manually in KEPM (Copa planning)
OR
2. You can transfer qty from SOP and then run a COPA valuation in KEPM.
For this, In the IMG step "Define Valuation Strategy", assign a SD Pricing Procedure for Valuation Strategy 002, Application Type "V" and check Qty Field ABSMG.... This Pricing procedure can have a condition type named ZPLN which contains planned sale price or you can use the normal condition type that you use for billing
Regards
Ajay M

Similar Messages

Project Revenue Plan Not Update from Sales Order Item

I am generating a network and project from the sales order item using Assembly processing. I am using milestone billing on the sales order item and the milestones attached to the project network activities are appearing as billing blocks on the sales order item billing plan. However, the project revenue is not getting updated from the sales order billing plan. Can someone please help?
I have deleted the billing plan on the billing WBS element and activated revenue planning update from sales order in cusomization for PS. I am looking at CNS41 under the project revenue sched in version 0. Is there a different report I should be looking at?
Regards,
Venkat.

HI Venkat,
You are looking at the correct report & I believe you have also done the necessary customization. If you create a sales order and reference it to a quotation, the related plan values in the WBS element are refreshed automatically.
When the payment data is recorded, the terms of payment and the customer payment history are taken into consideration. One of the probable causes could be the credit limit of the customer might have been exceeded. Take help of your SD consultant & increase the credit limit for that customer (from the sales document), t-code FD32 if it is permitted in the business.
After the new credit limit is set execute the following steps:
u2022     Go to the t-code Change billing request (VA02)
u2022     Open the required billing request
u2022     Remove the account assignment of WBS element from each line item
u2022     Save the billing request
u2022     Reopen the billing request in change mode
u2022     Reassign the WBS elements to all line items
u2022     Now the changed credit limit will take affect
u2022     Check the Planned Revenue for the said project in CNS41, it should get updated.
Rgds
Deepak

Integrated Planning in COPA using KEPM and loading of quantity to SOP

Hi,
We are in process of testing integrated planning in COPA using KEPM and loading of quantity to SOP (MC87) or Transfer Qty to SOP - KE1E. I created a planning level with basic information to plan quantity on product with Period/Year, Version, Plant, Product, Record Type (F), Unit Sales Qty.
Also created Planning Package & Planning Parameter with Planning layout and entered quantity for a material which creates a profitability segment with quantity update. The problem occurs when transferring to SOP the sales quantity either using MC87 or KE1E, it goes into a loop and times out. We tried using different parameters, but ended up with same result.
Are we missing some Config/steps here, any thoughts will help.
Satish

Hi,
You need to transfer COPA plan to inactive version of SOP through KE1E. Thereafter, in PP, the same is transfered to active version through MC78. Thereafter it is transferred to Demand Management through MC74.
Please check with your PP consultant.
Trust this helps. Please assign pts if useful

COPA to SOP to DM

I have a situation where I am updating multiple (1000+) materials from COPA to SOP then from SOP to Demand Managment on a weekly basis. I succeeded to create a recording to update all materials from COPA to SOP. However, when I tried to create a recording to update from SOP to Demand Managment though T.CODE MC74 the material field was dimmed preventing me from recording. When I tried to use a product group to update Demand Managment, any material that has zero demand stops the update. So, now every week I have to LSMW my way to update SOP from COPA then delete the product group and LSMW the materials that need to be updated in the product group. Then update demand managment.
NOW....
I dont have a problem doing all of this, but I want a way to make sure every week I made no mistakes. So I need a way to compare the data in CO-PA (PLANNING) AND SOP AND Demand Management.
HELP......

Khaled,
Since you are very successful in transferring COPA data to SOP, why not use the standard Mass Processing functionality of SOP to Create a Job and schedule and do the transfer from SOP to DM? I hope you know mass processing Job creation using MC8D and scheduling the same Job using MC8G.
If you are simply looking for comparision, then you need to use the infostructure S076 (SOP data), combination of PBIM & PBED (PIR data), I dont remember the COPA table, (hope you can find it for yourself) to compare the data.
Regards,
Prasobh

Planning in COPA

Hello Everyone,
I would like to know, for what purpose we use planning in COPA? We have separate planning for CCA, PCA and PC.
Thanks
Sneha

HI Sneha,
COPA Planning is Defferent from cca, pca et. In COPA Planning we will plan the forecast sales quantity and forecast revenue,etc information given by the HO, From the COPA Planning PP will import the plan data into Production module. Based on the stock avaible in the storage location, rest will create a demand management,and it wil start procurement process and create the planned order etc. Plaease go throgh following steps
1     Sales plan      KEPM
2     production paln     MC88
3     Transfer to demant management     MC74
4     convert tproduction paln into active rversrsion In demand managament     MD62
5     mrp run     MD02
6     stock/requirement list     ND04
7     Generate pr from mrp run     MD04
8     release pr      ME55/54N
9     create po from pr      ME51N
10     relese po     ME28/29N
11     goods receipt     MIGO
12     quality check     QA32
13     Logistic invoice verification     MIRO
14     convert planned porder to process order and release     COR1     BACK FLUSH
15     confirm process order     COR6N
16     calculate variance     KKS5
17     settment     KK87
18     quality check     QA32
19     stock overview     MMBE
20     crate sales order     VA01
21     create deliver     VL01N
22     billing document     VF01
23     release to accounting     VF02
24     receipt customer payment     F-28
25     Profitability report Plan/Acutal     KE30
26     Acutal Line items     KE24
Kishore Cheeda

Impute revenue to Internal Order from SD

Hi Experts,
Is it possible to impute revenues to Internal Order from SD? Is necessary some configuration?
Thanks in advance.
José Luis

If your cost of sales account is not setup as a cost element (which it shouldn't be if you are using cost based COPA), then you will need to created another cost of sale G/L account which does have a cost element and use that account for this transaction. The G/L account that is selected for cost of sales is based on the movement type selected in the sales transaction and the valuation class assigned to the material.
The easiest way of having the system find a different G/L account for this is to use a material in the sale transaction with a different valuation class that can be assigned to this new G/L account. You can use transaction code (FBKP) to assign the G/L account to the correct account modifier for that valuation class.
If you can't use a different valuation class (because this material is used in other situations as well), then the process is more complicated. You will need to have the sales transaction find a different movement type for this so that you can assign a different account modifier and G/L account. You will probably need to work with your S/D consultant to make this work, but I'll take you through some of the steps.
In the standard system, movement type 601 is usually used to issue the inventory against the delivery and record the cost of goods sold accounting posting. The trick here is to assign a different movement type to this speicific transaction. The movement type is assigned to the schedule item category that is assigned to the sales line. The schedule item category is derived from the item category, so you may need to have your S/D consultant create a new item category, a new schedule item category, and a new movement type for you. Now that you have a new movment type, you assign a account key and modifier to the movment type. From there assign the correct G/L account to the account key and modifier for your valuation class.
thanks,

Revenue Planning to cost elements

Hi,
I am Working on Project system object.
When i am trying planned revenue is added on the project, I need to find if there is a way to assign the revenue amount on the lowest WBS to a cost element. This is required for revenue amounts to appear in costing reports. CJ42 is used to add planned revenue manually.

hi anuradha,
Revenue Planning
Use
Revenue planning can be necessary when you perform results analysis on a sales order item and use a results analysis method that uses the planned revenues to calculate the results analysis data.
Features
The net value (revenue) for sales-order-related production is determined in pricing in Sales and Distribution (SD). Pricing depends on specific conditions which you maintain in Sales and Distribution.
A particular customer orders a particular quantity of a product on a particular day. The variable factors customer, product, quantity ordered, date determine the final price for the customer.
The system uses the conditions you specified to calculate the gross price at which the customer is invoiced; any discounts applying to the customer, for example; and other values such as freight charges and tax.
Pricing is controlled by a pricing procedure which is selected through the sales document type. Price elements such as prices, surcharges and discounts, freight costs and taxes are saved in Sales and Distribution as condition types. The pricing procedure determines which condition types are used and the sequence in which they are calculated in the sales order.
Condition Types
The standard system contains the following condition types that can be used in connection with unit costing, product costing, and preliminary order costing in assembly processing:
Condition Types for Pricing
Condition Type
Meaning
EK01
Cost of goods manufactured (CGM)
EK02
CGM (statistical)
EK03
Fixed CGM (statistical)
Condition type EK01 is mainly used for cost-plus contracts in which the sales price depends on the expected costs.
Condition type EK02 is mainly used when the sales price is a market price and the expected costs are only used for informational purposes.
Condition type EK03 offers the capability of transferring the fixed costs of a cost estimate into the conditions.
The costs are transferred from the cost component view Cost of goods sold into the condition type.
The above-mentioned condition types must be of category Q. Whether a condition type of category Q is only used in pricing as a statistical value or for price calculation is controlled in the pricing procedure.
The condition type is created in Customizing for Sales.
The condition type can be selected as follows:
Through the sales document type
Condition types EK01 and EK02 are specified in the CndTypLineItems field in the sales document type.
Through the requirements class
This enables you to define different condition types for different sales document items of a sales document.
Condition types EK01 or EK02 are specified in the CndTypLineItems field in the requirements class.
Condition type EK03 is specified in the CondTypLinItFix field. You can only use condition type EK03 in conjunction with the requirements class.
Planned Revenues
Revenue elements from the SD pricing procedure that are not statistical are updated as planned revenue on the sales order item that carries costs and revenues, and can be viewed in the Product Cost Controlling Information System. Sales deductions can also be assigned to revenue elements through account determination, and updated on the CO object for the sales order item.
The condition type is selected through the sales document type.
Condition type EK01 is selected for sales document type TA (standard order). This means that the value from the cost estimate goes directly into pricing. A surcharge is calculated from this value and the net value for the sales order item is calculated.
Condition type EK02 is selected for sales document type TA (standard order). Pricing is carried out on the basis of condition type PR00. To maintain this price, choose Logistics ® Sales/distribution ® Sales ® Master data ® Prices ® Material prices and enter a material price. The material price is updated under condition type PR00, while the values from the cost estimate are updated under condition type EK02 and can be used for informational purposes.
Actual Revenue in Product Cost by Sales Order
Use
In Product Cost by Sales Order, actual revenues are updated to the sales order item that carries costs and revenues at the time of invoicing.
Integration
You can view the actual revenues in comparison with the planned revenues and costs in the Product Cost Controlling Information System at any time.
You can settle the costs and revenues that are updated to the sales order item to a profitability segment in Profitability Analysis (CO-PA) during period-end closing for Product Cost by Sales Order. When you perform results analysis, the results analysis data are settled to CO-PA.
The processing in Product Cost by Sales Order therefore differs from the processing in Product Cost by Order or Product Cost by Period (make-to-stock production and with a valuated sales order stock without a sales order item that carries costs and revenues).
If you perform this type of product cost controlling (such as in addition to Product Cost by Sales Order), then in Product Cost by Order or Product Cost by Period the revenues from invoicing are transferred to CO-PA.
If you are using the cost-of-sales accounting in Financial Accounting (FI) and are using a valuated sales order stock, you do not need to perform results analysis in order to transfer the cost of sales to FI. The cost of sales is transferred to Financial Accounting at the point of the goods issue posting.
Prerequisites
To ensure that the revenues are displayed on the sales order item, you must create revenue accounts and possibly sales deduction accounts as primary cost elements of cost element type 11 (revenues) or 12 (sales deductions). Make the necessary settings in Customizing under Controlling ® Overhead Cost Controlling ® Cost and Revenue Element Accounting ® Master data ® Cost Elements.
To be able to settle the costs to Profitability Analysis, you must make the necessary settings in Customizing for Profitability Analysis. Make the necessary settings in Customizing under Controlling ® Profitability Analysis.
Features
Billing
Billing invoices the customer for the goods and services delivered for a sales order.
In Sales and Distribution, you create an invoice (billing document) on the basis of a reference document. In order-related billing, the reference document is the standard order or the delivery document with delivery-related billing.
The data such as prices and quantities are transferred from the previous documents into the billing documents. The price can be calculated in the following ways:
Using pricing on the basis of conditions (such as material or customer)
On the basis of the incurred costs if you want to use resource-related billing
When you enter a billing document, the system proposes a billing type depending on the reference document.
The billing type determines the following:
Which pricing procedure is used for account determination for Financial Accounting
Whether the invoices are passed immediately to Financial Accounting
Account assignment is controlled by the following parameters:
The chart of accounts
The sales organization
The account assignment group of the customer (in the Account group field in the Invoicing screen of the customer master record)
The account assignment group of the material (in the Account assignment group field in the Sales 2 view of the material master record)
The account key in the pricing procedure
thanks
karthik
<REMOVED BY MODERATOR>
Edited by: Alvaro Tejada Galindo on Apr 15, 2008 3:10 PM

Planned Values Missing from report S_PL0_86000029

Planned Values Missing from report S_PL0_86000029, how to rectify this?
Where to plug in the values?

it's Plan actual comparison in the Profit and Loss Financial Statement.
This Transaction Code is for Profit Loss Statement whereby the Planned values have to be seen.
But one thing, I have also deleted the planned values from the General Ledger and Profitability Analysis.
Need to get these Planned values. But from Where?
Deleting GL Planned values - GLDE
Deleting COPA values - KEDB
This is what I have used.
Edited by: Bhatia on Oct 9, 2008 8:16 PM

Getting error while doing sales planning in COPA

Hello Friends,
While i m doing the sales planning in COPA via KEPM, I am getting the dump for ABAP Feilds regarding Volume and Weight.
Error has been stated below.
Runtime Errors CONVT_OVERFLOW
Except. CX_SY_CONVERSION_OVERFLOW
Date and Time 19.03.2008 16:16:40
Short dump has not been completely stored (too big)
Short Text
Overflow when converting from "1.12036e+12"
What Happned?
Error in the ABAP Application Program
The current ABAP program "SAPLKEAB" had to be terminated because it has come across a statement that unfortunately cannot be executed.
Error analysis
An exception occurred that is explained in detail below.
The exception, which is assigned to class 'CX_SY_CONVERSION_OVERFLOW', was not caught in
procedure "GET_WEIGHT_AND_VOLUME" "(FORM)", nor was it propagated by a RAISING clause.
Since the caller of the procedure could not have anticipated that the exception would occur, the current program is terminated.
The reason for the exception is:
When attempting to convert the value "1.12036e+12", an overflow occurred.
As i m getting the ABAP Error while making the sales planning for Finished Product

My guess - because I don't know your system - is the system is looking for one particular type of value, but is being fed a different one. While trying to convert, the value foes into data overflow.
Check:
1. If the planning is in Alternative Units of measure and this alternative is well defined in the material master.
2. If a standard conversion routine has been assigned to any of the values and the conversion routine is not consistent with the data type / data element.
3. Check your upload file / data. Is there a column defined there that should contain data of a specific type (decimals, or number formats, etc.) but is not the case.
4. If all else fails, you need an ABAPer to decode the error for you.
Cheers.

COPA from CO or SD,FI

Would it be easier for BI to extract COPA from CO or would it be easier if BI did it directly from SD and FI ? Also what kind of development time are we looking for the COPA extraction compared to bringing it in from CO or SD and FI directly? What do you recommend?
Thanks
Daniel

Hi Daniel,
Ideally BI should extract COPA data from a COPA datasource being created in R/3 using T code KEB0.
An active operating concern defined in R/3 system is required to create a COPA Data source in R/3. Once The Data Source is created it needs to be replicated to BW and a cube needs to be modelled to hold the data.
The Controlling and Profitability Analysis module is used to analyse the results of the operations based on multi-segments. Example: The sales values can be analyzed on region, product, and customer, and so on.
In an integreated enviornment, the postings will be made from various modules.
If you are looking COPA from FI point of view, you need to activate the Profitability Segment field in the field status groups.
The key steps you need to perform in CO-PA are:
-Decision on costbased or account based or both
-create operating conern
-create / assign characterists and value fields.
-chacteristic values.
-derivation rules.
-characteristic group and assigning to business transactions.
-PA transfer structure.
-Key figure schema.
-Reports.
CE1, CE2, CE3 and CE4 are the tables created when you create a COPA Data source and would be represented as
CE1 *** , CE *** = Line Item Tables
CE2 *** = Plan Line Item
CE3 *** = Value Fields , Key Fig
CE4 *** = Segment Table
Operating Concern name
COPA is of two types -Accounting based and Costing Based. The bewlow sepcified links has all information.
Also Check
http://help.sap.com/bp_biv235/BI_EN/html/BW/COPABaselineAnal.htm
In the above link check out for CO-PA Base line.
http://help.sap.com/printdocu/core/Print46c/en/data/pdf/COPA/COPA.pdf

Update DSO with planning function independently from saving data in realtim

Dear all,
I have an realtime cube which will be loaded via planning function and/or data entry queries.
In order to track the entries, I store all companies with status in a DSO objects, by using a planning fuction which calls a function module and inserts entries in the DSO table. The planning function will be start by clicking a button in a web application.
For example: A company enters data. The value will be stored in the realtime cube and the DSO entry will be created with company xyz and status 1.
Sometime it is necessary to create a status entry in the DSO without entering data in the realtime cube. ( In order to provide an other department to enter data in during status 1).
In this case the planning function which calls the function module in order to insert entries in DSO is not working because there is no data exchange with the realtime cube.
How can I change DSO entries independently from writing data in a realtime cube or not.
Any help would be great.
Best regards,
Stefan from Munich/Germany

Hello Marcel,
i have one planning function which copies data from one version to another within the cube and another planning function (type fox) which calls up an ABAP function module in order to update my status DSO. see below:
DATA FISCYEAR TYPE 0FISCYEAR.
DATA COMPANY TYPE ZMCOMPANY.
FISCYEAR = OBJV( ).
COMPANY = OBJV( ).
CALL FUNCTION Z_FM_SEND_FOR_APP_PLAN_C01
EXPORTING
I_COMPANY = COMPANY
I_FISCYEAR = FISCYEAR.
normal way:
User enters data via query and sends data to headquarters (1. planning functions copy from version 1 to 2 and second planning functions changes status in DSO from 1 to 2.) This works.
not normal way, but somethis necessary:
User does not malke any entries, and headquarters wants to change the status via an own web application. In this case the first planning function runs, but no data were copied because there are no entries. So far thats ok, but at least the second pölanning function should run and change the status in the DSO from 1 to 2. And exacltly this is not working. I suppose that the reason is, that there are no data in the cube.
Any ideas would be great.
Best regards,
Stefan from Munich/Germnay

PS Revenue Planning ( Tracking History )

Hi All,
Kindly advice how can we track the history changes in revenue planning, whether it comes from SD Doc, WBS billing plan or CJ43.
I tried couple things but it seems that there is no tcode to track the history changes.
I can track the changes in Planning cost through CJI4.
Appreciate for the advice.
Thank you.

Hi Varun,
We already activated ' Write plan line items ' in our user status. I think the Business transaction only can capture for Planning cost not for Planning revenue.
Appreciate for your response.
Thank you.
Nies

CO Revenue Planning to Profit Center Accounting

Hi There Gurus,
I have done the necessary congfiguration to ensure the Plan integration between CO and PCA and I have 1:1 assignment, however when I try to post the a revenue plan from a cost center to a profit center it does not post (costs do get posted).
I also tried to activate User Exit : "EXIT_SAPLPC08_002" to call up to transfer plan data from Controlling and still its not posting.
This is on mySAP ECC 6.0 version
Please Assist
Anele Daniels

SPRO>IMG>Enterprise Controlling>Profit Center Accounting>Planning>Plan Versions>Maintain Plan Version.
Select version 0 (or any version) and choose the folder on left panel Settings for Profit Center accounting. Check if online transfer is enabled.

Plan revenue,plan cost

Hi All,
i am new to PS Module. i want to detailed infoamtion what is plan revenue,plan cost,actual revenue,actual cost,backlog bill/invoice, cte revenue, sales in excess of invoices,billing in excess 0f sales,gross margin, sga,net margain, net retention.
Thanks & Regards,
chandras.

Planned Cost:
Cost that is expected incur in the project over the project life cycle. It is planned before start of the project. There could be revision to orginal plan during the life cycle.
Actual cost:
Cost the that is actual is incurrred in the project. for example Material Cost from PO and services cost from service entry.
Planned revenues:
Revenues that is expected to billed to Customer over the project life cycle.
Actual Revenues:
What is actually billied to the Customer.
Venkat
Edited by: VenkatSrinvas Konda on Oct 23, 2008 10:46 AM

Allocating Psotings to COPA from GL Accounts

Hi All,
I have a situation in which I cannot post directly to COPA from FI postings. Is there any way I can allocate this amount from GL account to COPA at the end of the month for calculating my margins. Is there any cycle I can use or any manual psoting procedure I can include in Month end closing.
Thanks
MKR

Hi,
What kind of posting are this? costs and/or expenses?
Goto KEU1 t.code ,create Cycle and segments.assign sender and receiver in segements.
You can allocate costs based on product revenue,net sales etc.
For instance,if you want to allocate cost based on net sales of the product do the following.
You create net sales are value field.
create assessment cyclyes and segment. in the segment header tab,you can see receiving tracfing factor.
Rule : variable portions
Val.fld/Keyfig : chekc drop down get Net sales value filed,it will have some no and will populate here.
Scale neg:no scaling
similarly you can assign receing tracing factor in receiver tracing factor Tab.
in Sender/Receiver tab :select your cost center as sender and receiver,you can select product range or product group.
in receiving weighting factor tab assign factor per and by product factor per.
Thanks,
Rau

Revenue Planning in COPA from SOP

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