CO-PA For Consumer Products

V2.
470
July 2004
English
CO-PA for Consumer

Products (G68)
Building Block Configuration Guide
SAP AG
Neurottstr. 16
69190 Walldorf
Germany
SAP Best Practices CO-PA for Consumer Products (G68): Configuration Guide
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Content
Configuration Guide........................................................................................................................ 6
1 Purpose................................................................................................................................ 6
2 Preparation.......................................................................................................................... 6
2.1 Prerequisites.................................................................................................................. 6
3 Configuration........................................................................................................................ 6
3.1 General Enhancements CO-PA for Consumer Products...............................................6
3.1.1 Activating Customizing Settings............................................................................6
3.1.1.1 Defining Global Variables.............................................................................6
3.1.1.2 Creating Additional Primary Cost Elements..................................................7
3.1.1.3 Assigning Costing Keys to Products.............................................................8
3.1.1.4 Maintaining Assignment of SD-Conditions to CO-PA Value Fields...............8
3.1.1.5 Defining PA Transfer Structure Delta...........................................................9
3.1.1.6 Defining Key Figure Scheme......................................................................10
3.1.1.7 Defining Form for Profitability Report..........................................................12
3.1.2 Maintaining Country-Specific Texts for Characteristics.......................................14
3.1.3 Maintaining Characteristic Values for Product Hierarchies.................................15
3.1.4 Maintaining Country-Specific Texts for Characteristic Values.............................17
3.1.5 Defining Profitability Report.................................................................................19
3.1.6 Maintaining Country-Specific Texts for Reports..................................................21
3.2 Configuration for Empties Reporting............................................................................21
3.2.1 Maintaining Structures........................................................................................21
3.2.1.1 Defining Characteristic...............................................................................21
3.2.1.2 Defining Quantity Field...............................................................................22
3.2.1.3 Maintaining Country-Specific Texts for Quantity Field................................23
3.2.1.4 Assigning Characteristic and Quantity Field to Operating Concerns..........24
3.2.2 Maintaining Flows of Actual Values.....................................................................24
3.2.2.1 Maintaining Assignment of SD-Conditions to CO-PA Value Fields.............25
3.2.2.2 Assigning Quantity Field.............................................................................25
3.2.3 Maintaining the Information System....................................................................26
3.2.3.1 Defining Form for Profitability Report..........................................................26
3.2.3.2 Defining Profitability Report........................................................................29
3.2.3.3 Maintaining Country-Specific Texts for Reports..........................................30
3.3 Configuration for Reporting on Indirect Sales..............................................................31
3.3.1 Maintaining Structures........................................................................................31
3.3.1.1 Defining Characteristics..............................................................................31
3.3.1.2 Assigning Characteristics to Operating Concerns......................................32

3.3.2 Maintaining Flows of Actual Values.....................................................................32
3.3.2.1 Activating Transfer of Incoming Sales Orders............................................32
3.3.2.2 Maintaining Assignment of SD-Conditions to CO-PA Value Fields.............33
3.3.2.3 Assigning Quantity Field.............................................................................34
3.3.3 Maintaining Information Systems........................................................................34
3.3.3.1 Defining Forms for Profitability Reports......................................................34
3.3.3.2 Defining Profitability Reports......................................................................37
3.3.3.3 Maintaining Country-Specific Texts for Reports..........................................38
Configuration Guide
1 Purpose
This configuration guide provides the information you need to set up the configuration of this
building block manually.
If you do not want to configure manually and prefer an automated installation process using BC
Sets and other tools, refer to the installation guide of this building block.
2 Preparation
2.1 Prerequisites
If you want to use this building block, you must first install the following building blocks:
Building Block # Description
G80 Basic Settings
J17 Profitability Analysis
3 Configuration
3.1 General Enhancements CO-PA for Consumer
Products
3.1.1 Activating Customizing Settings
3.1.1.1 Defining Global Variables
Use
Global variables are used in reports to enable the user to adapt report criteria to his requirements
when executing a report.
Procedure
1. Access the activity using one of the following navigation options:
Transaction Code KE3E

IMG Menu Controlling  Profitability Analysis  Information System 
Report Components  Define Variables for Reports
2. On the Change View “Maintain Variables”: Overview screen, choose New

Entries.
3. On the New Entries: Overview of Added Entries screen, provide type of variable, variable
name and replacement type as specified in table below and choose Enter.
4. On the New Entries: Details of Added Entries screen, provide remaining data as specified in
table below and choose Save.
Overview of data records:
Type Name Repl. Field Opt. Entry Parameter Description

Type name / selectopt.
1 Char &SALESORG 2 Entry VKORG Requ. Entry Parameters Sales
Val Organization
Result
The global variable Sales Organization has now been defined.
3.1.1.2 Creating Additional Primary Cost Elements
Use
To transfer revenues and sales deductions to CO-PA, the relevant FI accounts have to be
extended each with a cost element in CO which, in order to prevent posting errors, must not be
existing as long as CO-PA is not active. Therefore, these cost elements are exclusively created in
the CO-PA building blocks (J17 and G68).
Prerequisites
The corresponding FI accounts must have been created.
Procedure
Transaction Code KA01
IMG Menu Controlling  Cost Element Accounting  Master Data  Cost
Elements  Create Cost Elements
2. If the Set Controlling Area screen appears, enter BP01 and choose Enter.
3. On the Choose Activity screen, choose Create Primary Cost Element.
4. On the Create Cost Element: Initial Screen screen, enter cost element key, valid-from and
valid-to date and choose Master Data.
5. On the next screen, provide name, description and cost element category and choose Save.
Key Valid from Valid to Name Description Type

503000 01.01.2000 31.12.9999 Sales rev. empties Sales revenue empties 11
516500 01.01.2000 31.12.9999 Free goods rebates Free goods rebates 12
516550 01.01.2000 31.12.9999 Fr. gds. reb. Emptie Free goods rebates Empties 12
518210 01.01.2000 31.12.9999 Indir. Cust. rebates Indirect Customer rebates 12
Result
The cost elements for the additional revenue and sales deductions cost elements have now been
created. Postings made to the corresponding FI accounts will now be transferred to CO-PA.
3.1.1.3 Assigning Costing Keys to Products
Use
Costing keys are assigned to products to specify wether a, and if so, which cost estimate is used
for valuation in CO-PA when a CO-PA line item is being created.
Procedure
Transaction Code KE4H

IMG Menu Controlling  Profitability Analysis  Master Data  Valuation
 Set Up Valuation Using Material Cost Estimate  Assign
Costing Keys to Products
2. On the Change View “Costing Key for Product”: Overview screen,

choose New Entries.
3. On the New Entries: Overview of Added Entries screen, provide data as specified in table
below and choose Enter.
4. Choose Save.
PV RecT. Plan ver. Material Valid to C.key 1 C.key 2 C.key 3

01 F B10010 31.12.9999
01 F C10011 31.12.9999
Result
You have now specified that no cost-estimate-based valuation is being done for the
corresponding CO-PA line item when a billing document referring to material B10010 or C10011
is being created.
3.1.1.4 Maintaining Assignment of SD-Conditions to CO-PA

Value Fields
Use
The different elements of an SD pricing procedure (long price, different types of sales deductions
and so on) can be updated each one into an own CO-PA value field. To enable the system to do
so, all SD condition types used in a pricing procedure must be assigned to a CO-PA value field.
Procedure
Transaction Code KE4I

IMG Menu Controlling  Profitability Analysis  Flows of Actual Values 
Transfer of Billing Documents  Assign Value Fields
2. On the Choose Activity screen, choose Maintain Assignment of SD

Conditions to CO-PA Value Fields.
3. On the Change View “CO-PA: Assignment of SD-Conditions to Value Fields”: Ove screen,
choose New Entries.
5. Choose Save.
CTyp Description Val.fld Description Transfer +/-

BO01 Mat/Group Rebate VVMAB Material Rebate X
Result
Amounts listed in an SD pricing procedure under condition type BO01 will now be updated into
CO-PA value field VVMAB.
3.1.1.5 Defining PA Transfer Structure Delta
Use
The PA transfer structure specifies to which CO-PA value fields the production variances
determined during variance calculation are transferred. For the SAP Best Practices for Consumer
Products solution the structure Y2 provided by Building Block J17 has to be extended by one
assignment.
Prerequisites
Value fields and cost element groups must have been created.
Procedure
1. To perform this activity, choose:
Transaction Code KEI1
IMG Menu Controlling  Product Cost Controlling  Cost Object
Controlling  Product Cost by Order  Period-End Closing
 Settlement  Create PA Transfer Structure
2. On the Change View “PA Transfer Structures”: Overview screen, select structure Y2 and
choose New Entries.
3. Choose Assignments. If the system prompts you to set the controlling area, enter BP01 and
choose Enter.
4. Choose New Entries and enter Assignment ID and Text.
5. Mark new assignment and choose New Entries under both Source and Value Fields and
provide remaining data.

ID Text From To CoEl Source Qua/Val F/V Value
CoEl CoEl Group Field Field
70 Technical 2000 Variances V-Field 3 VVSMA
Result
The PA transfer structure Y2 has now been extended.
3.1.1.6 Defining Key Figure Scheme
Use
A key figure scheme provides pre-defined key figures which can be used in forms and reports.
Procedure
Transaction Code KER1

Report Components  Define Key Figure Schemes
2. On the Change View “Key figure scheme”: Overview screen, choose New
Entries.
3. On the New Entries: Details of Added Entries screen, provide technical name and
description of key figure scheme as specified in table below and choose Elements of Key
Figure Scheme from the dialog structure on the left part of the screen.
4. On the Change View “Elements of the key figure scheme”: Overview screen, choose New
Entries.
Process the following steps 5. to 8. for each of the elements 20, 30, 40 and 50 as specified in
tables below.
5. On the New Entries: Details of Added Entries screen, provide element number, decimal
specification, and short-, medium-, and long text.
6. Choose Basic Formula.
7. On the New Entries: Details of Added Entries screen, enter elements with algebraic sign as
specified in table below and choose Enter.
8. Choose Next Entry.
Process steps 9. to 11. for the elements 10 and 60 as specified in tables below.
9. On the New Entries: Details of Added Entries screen, provide element number, decimal
specification, and short-, medium-, and long text.
10. Choose Formula Editor.
11. On the New Entries: Details of Added Entries screen, enter formula into the formula line area
using the buttons in the lower part of the screen and choose Confirm and check.
You have now created all elements of the key figure scheme YG.
12. On the New Entries: Details of Added Entries screen, choose Back.
13. Choose Save.
Overview of data records: Key Figure Scheme
Key Description
YG Scheme for CP
Overview of data records: Elements of Key Figure Scheme
KFS El. Dec. Short Text Medium Text Long Text

YG 10 2 Sum Disc. Sum Discounts Sum Discounts
YG 20 2 Revenue Revenue Revenue
YG 30 2 Net Sales Net Sales Net Sales
YG 40 2 Cost Cost Cost
YG 50 2 Margin Margin Margin
YG 60 2 % Margin % Margin % Margin
Overview of data records: Formulas for Elements
KFS El. Formula

YG 10 + 'Qty discount' + 'Price reduction' + 'Other Discounts' + 'Sales deductions' + 'Sale
Discount' + 'Group Discount' + 'Group Rebate' + 'Hierarchy-Discount' + 'Customer
Discount' + 'Customer Rebate' + 'Material Rebate' + 'Material Discount' + 'Pallet
Discount' + 'Cash Discount' + 'Other Discounts' + 'Rebate - not related'
YG 20 + 9002
YG 30 + 10 + 20
YG 40 + 9023 + 9024
YG 50 + 30 - 40
YG 60 + ( 'Margin' / 'Cost' ) * 100,00000
Result
The key figure scheme YG which will be used in form YGCP has now been defined.
3.1.1.7 Defining Form for Profitability Report
Use
A report form is a template which facilitates creating the report itself. In this activity, a form for the
general consumer products report YGCP will be created.
Prerequisites
Key figure scheme YG must have been created.
Procedure
Transaction Code KE34

Report Components  Define Forms  Define Forms for
Profitability Reports
2. On the Report Painter: Create Form screen, enter YGCP (technical

name of form) into the left field and Sales+Profitability (form
description) into the right field.
3. In the Structure screen area select One axis with key figure.
4. Choose Create.
5. On the Report Painter: Create Form screen, in the main screen area right-click Element 1.
6. From the context menu, choose Change/display.
7. On the Select element type screen, select option Key figure scheme element and choose
confirm.
8. On the Choose Key Figure Scheme screen, select option Scheme for CP and choose
Confirm.
9. On the Element Definition: Element 1 screen, choose entry YG0030 Net Sales from the entry
help for field Value Field.
10. Choose Check, then choose Confirm.
The new field is transferred to the form.
11. Repeat steps 5. to 10. for the following data records:

Element no. Key Figure Scheme Key Figure Scheme Element
Element 2 Scheme for CP YG0040
Then, the value field carrying the sales quantity has to be added to the form.
12. On the Report Painter: Create Form screen, in the main screen area right-click the first
empty line below the last element you inserted in step 11.
13. From the context menu choose Change/display.
14. On the Select element type screen, select option Value field with characteristics and choose
Confirm.
15. On the Element Definition: screen, choose entry ABSMG Sales Quantity from the entry help
for field Value Field.
17. On the Report Painter: Create Form screen, choose Edit  Gen. data selection  Gen. data
selection.
18. On the Element definition: General data selection screen in section Available characteristics
mark the characteristics listed in table below.
19. Choose Move selected to left.
20. Make the following entries:

Name Variable From Variable To
ON/OFF ON/OFF
Plan/act.ind. 0
Record Type F
Fiscal Year X VONGJAHR X BISGJAHR
Period X VONPER X BISPER
22. On the Report Painter: Create Form screen, position cursor on the description you gave to
the form and choose menu path Edit  Element  Change text.
23. On the following pop up, provide short text Sales/Prof and long text Sales and Profitability
and choose Confirm.
24. On the Report Painter: Create Form screen, choose Save.
Result
The form YGCP which will be the basis for report YGCP has now been created.
3.1.2 Maintaining Country-Specific Texts for Characteristics
Use
The standard installation of the Best Practices for Consumer Products solution is done in English.
However, also the country specific language is completely supported. The purpose of this activity
is to maintain texts in this language.
Prerequisites
Be sure that you are logged on to the system in the language that you want to maintain the texts
for. If your current log-on language is English, the English text will be overwritten with the coutry-
specific texts.
Procedure
Transaction Code KEA5

IMG Menu Controlling  Profitability Analysis  Structures  Define
Operating Concern  Maintain Characteristics
2. On the Edit Characteristics: Start screen, in screen area Create

Characteristic, enter characteristic into field Char. and choose
Create/change.
3. Confirm information message regarding cross-client data structures.
4. On the Change Char. XY screen, enter description, short text, and heading.
5. Choose Save.
Data records:
Char. Description Short text Heading
WWGL Gebietsleiter Gebietslt. Gebietsleiter
WWVL Vertriebsleiter Vertr.Ltr. Vertriebsleiter
WWPG1 Produkthierarchie 1 Prod.Hier1 Produkthierarchie 1
PAPH1 ProdHier01-1 ProdH01-1 Produkthier. 01-1
Result
The texts of the characteristics are now maintained also in the country-specific language.
3.1.3 Maintaining Characteristic Values for Product

Hierarchies
Use
The materials management product hierarchy provided by the Baseline Package solution has
been adapted to the special needs of the consumer products industry. In this step, the alterations
are transferred to CO-PA in order to ensure that the right descriptions for all values are provided
in CO-PA.
Procedure

IMG Menu Controlling  Profitability Analysis  Master Data 
Characteristic Values  Maintain Characteristic Values
2. On the Change Characteristic Values screen, under node user-defined

characteristics, choose characteristic Product Hierarchy 1.
3. On the Change View “Values for Characteristic “Product Hierarchy 1””: Overv screen,
change the description of the following entries:
Prod. Hier1 Old Description New Description
00001 Food Finished
4. Choose New Entries.
5. On the New Entries: Overview of Added Entries screen, enter the following data records:
Prod. Hier1 Descriptn
00003 Beverages
6. Choose Enter.
7. Choose Save.
8. Choose Back twice.
9. On the Change Characteristic Values screen, under node user-defined characteristics,

choose characteristic Product Hierarchy 2.
0000100001 Pastries, Bread Baked Goods
0000200003 Beverages Meat

0000300001 Alcoholic
0000300002 Non-Alcoholic
0000300003 Empties
13. Choose Enter.
14. Choose Save.
15. Choose Back twice.
choose characteristic Product Hierarchy 3.
000020000300000001 Alcoholic Processed
000020000300000002 Non-alcoholic Non-processed
000010000200000003 Mixed Greens
000020000100000002 Fruits + Vegetables
000030000100000001 Beer
000030000100000002 Wine
000030000200000001 Water
000030000200000002 Juice
000030000300000001 Bottles
000030000300000002 Crates
20. Choose Enter.
21. Choose Save.
Result
The product hierarchy has now been updated in CO-PA.
3.1.4 Maintaining Country-Specific Texts for Characteristic

Values
Use
However, also the country specific language is completely supported. The purpose of this activity
is to maintain texts in this language.
Prerequisites
specific texts.
Procedure
Transaction Code KES1

IMG Menu Controlling  Profitability Analysis  Master Data 
Characteristic Values  Maintain Characteristic Values
2. On the Change Characteristic Values screen, under the User-defined

characteristics node, choose characteristic Area Manager (i.e., the
respective entry in country-language).
3. On the Change View “Values for Characteristic “Area Manager””: Overv screen, make the
following entries:
Area Manag Descriptn
1 John Doe
2 Brian Johnson
3 Pete Stevenson
4. Choose Save.
5. Choose Back.

choose characteristic Product Hierarchy 1 (i.e., the respective entry in country-language).
7. On the Change View “Values for Characteristic “Product Hierarchy 1””: Overv screen, make
the following entries:
00001 Fertigerzeugnis
00002 Handelsware Lebensm.
00003 Getränke
8. Choose Save.
9. Choose Back.
0000100001 Backwaren
0000100002 Gefrorenes Gemüse
0000100003 Behandelte Lebensm.
0000200001 leicht verderbl. LM
0000200002 nicht verderbl. LM
0000200003 Fleisch
0000300001 Alkoholisch
0000300002 AfG
0000300003 Leergut
12. Choose Save.
13. Choose Back.
000010000100000001 Fri. Backw.(Brot...)
000010000100000002 Gebäck
000010000200000001 Pommes Frites
000010000200000002 Bohnen
000010000200000003 Gemischtes Gemüse
000010000300000001 Gefroren
000010000300000002 Nicht gefroren
000020000100000001 Brot und Gebäck
000020000100000002 Früchte und Gemüse
000020000200000001 Gefrierkost
000020000200000002 Konservenbüchsen
000020000200000003 Süßigkeiten
000020000200000004 Fertiggerichte
000020000300000001 Behandelt
000020000300000002 Unbehandelt
000030000100000001 Saft
000030000100000002 Wein
000030000200000001 Wasser
000030000200000002 Saft
000030000300000001 Flaschen
000030000300000002 Rahmen
16. Choose Save.
17. Choose Back.
choose characteristic Sales Manager (i.e., the respective entry in country-language).
19. On the Change View “Values for Characteristic “Sales Manager””: Overv screen, make the
following entries:
Sales Mana Descriptn
00001 Roger Denzel
00002 Bob Harris
20. Choose Save.
Result
The texts of the characteristic values are now maintained also in the country-specific language.
3.1.5 Defining Profitability Report
Use
In CO-PA you can create your own reports corresponding exactly to your needs regarding
evaluation of sales figures and profitability.
Prerequisites
Report form YGCP must have been defined.
Procedure
1. To access the activity, choose one of the following navigation options:

Create Profitability Report
2. On the Choose Activity screen, choose Create Profitability Report

and choose Choose.
3. On the Create Profitability Report: Initial Screen screen, enter YGCP in field Report (left one
of the two fields aside).
4. In Report Type screen area, select option Report with form, enter YGCP in the field aside
and choose Create (button aside, not the button in the application toolbar).
5. On the next screen, choose Extras  Report Texts.
6. On the Export to the presentation server screen, enter the following values:
Short Description Description Text
Sales/Prof Sales+Profitability Sales and Profitability
7. Choose Execute (Enter).
8. Choose Save.
9. On tab Characteristics, select the following characteristics from the list in the Char. list
screen area.
Characteristic
Sales District
Sales Office
Distribution Channel
Division
Material Group
Product
Product Hierarchy 1
Product Hierarchy 2
Sales Organization
Area
10. Transfer the selected characteristics to the Sel. characteristics screen area by choosing Add
char.
11. On the Variables tab, make the following entries:
Variable name Variable value Entry at execution
To Fiscal Year 2004 X
From Fiscal Year 2004 X
To Period 7 X
From Period 1 X
12. Choose Save.
Result
The report YGCP which shows sales figures and profitability has now been created.
3.1.6 Maintaining Country-Specific Texts for Reports
Use
However, other country-specific languages are also supported. The purpose of this activity is to
maintain texts in these languages.
Prerequisites
specific texts.
Procedure

2. On the Choose Activity screen, select Change Profitability Report

and choose Choose.
3. On the following screen, choose Extras  Report Texts.
Abs+Rentab Absatz/Rentabilität Absatz und Rentabilität
6. Choose Save.
Result
The texts of the report are now maintained also in the country-specific language.
3.2 Configuration for Empties Reporting

3.2.1 Maintaining Structures
3.2.1.1 Defining Characteristic
Use
For reporting empties, the characteristic Position Type is also needed in order to distinguish CO-
PA line items related to empties from those not related to empties. Furthermore, they are used to
separate issued and returned quantities and values.
Procedure

IMG Menu Controlling  Profitability Analysis  Structures  Maintain
Operating Concern  Maintain Characteristics
2. On the Edit Characteristics: Start screen, in the Create
Characteristic screen area, choose Create/change.
3. Choose Enter when a dialog box with the message “Caution: You are processing cross-client
data structures.” appears.
4. In the Create Char.: Assignment dialog box, choose Transfer from SAP table.
5. In the Table field, enter the table name VBAP and choose Enter.
6. In the Reference Table: VBAP Sales Document: Item dialog box, select the following rows:
Field Orig. name Description Data element Cat. Length
PSTYV PSTYV Item category PSTYV CHAR 4
7. Choose Confirm (Enter).
8. Choose Save.
Result
The characteristic Position Type has now been created.
3.2.1.2 Defining Quantity Field
Use
For empties reporting the quantity field VVBUM has to be defined. It will be populated with the
quantity in stock keeping unit.
Procedure

Operating Concern  Maintain Value Fields
2. On the Edit Value Fields: Start screen, in Create Value Field screen
area, enter the technical key of the value field listed in table
below.
3. Choose Create/Change.
5. On the Create Val. fld XY screen, provide remaining data.
6. Choose Save.
7. Choose Activate.
8. Choose Back.
Value Field Description Short text Agg.(time) Amount Quantity
VVBUM Sales Quant. S-Qty SKU SUM X
in SKU
Result
The quantity field VVBUM has now been created.
3.2.1.3 Maintaining Country-Specific Texts for Quantity Field
Use
Prerequisites
for. If your current log-on language is English, the English text will be overwritten with the country-
specific texts.
Procedure

Operating Concern  Maintain Value Fields
2. On the Edit Value Fields: Start screen, in the Create Value Field
screen area, enter the technical key of the value field listed in
table below.
3. Choose Create/Change.
5. On the Create Val. fld XY screen, provide the remaining data.
6. Choose Save.
7. Choose Back.

Value Field Description Short text
VVBUM Abs.Menge in LME Abs.Mg LME
Result
The texts of the quantity field are now maintained also in the country-specific language.
3.2.1.4 Assigning Characteristic and Quantity Field to

Operating Concerns
Use
The characteristic and the quantity field that have been created and activated in steps 3.2.1.1 and
3.2.1.2 now need to be assigned to the operating concern.
Procedure
1. Access the transaction using one of the following navigation options:

Operating Concern  Maintain Operating Concern
2. On the Maintain Operating Concern screen, enter the operating concern
BPDE.
3. On the Data Structure tab page, choose Display <-> Change.
4. Confirm warning message regarding cross-client settings.
5. In the Data structure screen area, choose Change Data structure.
6. On the Edit Data Structure: Characteristic Screen, choose the Chars tab and transfer the
characteristic PSTYV from the table on the right to the operating concern BPDE (the table on
the left).
7. Choose the Value fields tab and transfer the value field VVBUM from the table on the right to
the operating concern BPDE (the table on the left).
8. Choose Save and then choose Activate.
9. Choose Back. When asked to generate the operating concern environment, choose Yes.
Result
The characteristic PositionType and the quantity field Sales Quantity in SKU have now been
assigned to the operating concern BPDE and the operating concern has been regenerated with
the new data structure.
3.2.2 Maintaining Flows of Actual Values

In order to enable transfer of actual data from SD to CO-PA, the SD conditions specific for the
empties processes have to be assigned to CO-PA value fields and the new quantity field has to
be assigned to an SD quantity field.

Value Fields
Use
The different elements of an SD pricing procedure (long price, different types of sales deductions
and so on) can be updated each one into an own CO-PA value field. To enable the system to do
so, all SD condition types used in a pricing procedure must be assigned to a CO-PA value field.
Procedure


choose New Entries.
5. Choose Save.

YGD0 free goods VVMR Material Discount
YGDE free empties VVMR Material Discount
YGDP Deposit ERLOS Revenue
Result
Amounts listed in an SD pricing procedure under one of the condition types YGD0, YGDE or
YGDP will now be updated into CO-PA value field VVMR or ERLOS.
3.2.2.2 Assigning Quantity Field
Use
The quantity fields of the SD documents have to be assigned to the CO-PA quantity fields in
order to enable data transfer to CO-PA during billing.
Procedure
Transaction Code KE4M

Transfer of Billing Documents  Assign Quantity Fields
2. On the Change View “Assign SD Qty. fields -> CO-PA Qty. fields”:
Overview screen, choose New Entries.
4. Choose Save.
SD qty field Name CO-PA qty field Name

FKLMG Billing qty in SKU VVBUM Sales Quant. in SKU
Result
Amounts contained in field FKLMG of an SD document will now be written into field VVBUM in
CO-PA.
3.2.3 Maintaining the Information System

3.2.3.1 Defining Form for Profitability Report
Use
A report form is a template which facilitates creating the report itself. In this activity, a form for the
empties report YGEMPTIES will be created.
Procedure

2. On the Report Painter: Create Form screen, enter YGEMPTIES

(technical name of form) into the left field and Empties Qty / Value
(form description) into the right field.
3. In the Structure screen area, choose One axis with key figure.
4. Choose Create.
5. On the Report Painter: Create Form screen, in the main screen area right-click entry
Element 1.
confirm.
8. On the Element Definition: Element 1 screen, choose Sales quant. In SKU from the entry
help for field Value Field.
9. In the Available characteristics screen area, select Item Category.
10. Transfer the selected characteristic to the Selected characteristics screen area by choosing
Move selected to left.
A line in the Selected characteristics screen area appears.
11. Enter YGE1 in the from field of this line and choose the arrow in column More.
Another line in the Selected characteristics screen area appears.
12. Repeat step 35. for values YGE3, YGE5, and YGE7.
14. Right-click the newly created element.
15. From the context menu, choose Change Text.
16. On the Text maintenance dialog box, make the following entries:
Short Medium Long
Qty issued Quantity issued Quantity issued
17. Choose Confirm.
18. Repeat steps 5. to 17. for the following data records.

Element Value Field Values for Short Medium Long
to click item cat.
Element 2 Sales quant. YGE2, YGE4, Qty return Quantity return Quantity return
in SKU YGE6, YGE8
19. On the Report Painter: Create Form screen, in the main screen area right-click entry
Element 3.
21. On the Select element type screen, select option Formula and choose Confirm.
22. On the Enter Formula screen, write “Y001 + Y002” into the white field on the upper part of
the screen by clicking the appropriate buttons in the Formula components screen area.
23. Choose Confirm.
Short Medium Long

BalanceQty Balance Quantity Balance Quantity

to click item cat.
Element 4 Revenue YGE1, YGE3, Value issd Value issued Value of
YGE5, YGE7 Empties issued
26. Repeat steps 5. to 17. for the following data records. In step 5., right-click the first empty line
below the last element you created instead of element 1.
no. item cat.
Element 5 Revenue YGE2, YGE4, Value ret. Value return Outstandings
YGE6, YGE8 Value
27. Repeat steps 19. to 24. for the following data records. In step 19., right-click the first empty
line below the last element you created instead of element 3.
Element Formula Short Medium Long
no.
Element 6 Y004 + Y005 BalanceVal Balance Value Balance Value
28. On the Report Painter: Create Form screen, choose menu path Edit  Gen. data selection
 Gen. data selection.
select the characteristics listed in the table below.

ON/OFF ON/OFF
Plan/act.ind. 0
Fiscal Year 1900 X BISGJAHR
Period 1 X BISPER
the form and choose Edit  Element  Change text.
34. On the following pop up, provide short text EmptiesQV and long text Empties Quantities /
Value and choose Confirm.
Result
The form YGEMPTIES which will be the basis for report YGEMPTIES has now been created.
3.2.3.2 Defining Profitability Report
Use
In CO-PA you can create your own reports corresponding exactly to your needs regarding
Prerequisites
Report form YGEMPTIES must have been defined.
Procedure

2. On the Choose Activity screen, select Create Profitability Report and

choose Choose.
3. On the Create Profitability Report: Initial Screen screen, enter YGEMPTIES in field Report
(left one of the two fields aside).
4. In Report Type screen area, select option Report with form, enter YGEMPTIES in the field
aside and choose Create (button aside, not the button in the application toolbar).
EmptiesQV Empties Quant.+Value Empties Quantity and Value
8. Choose Save.
9. On tab Characteristics, select the following characteristics from the list in the Char. list screen
area.
Characteristic
Customer
Ship-To Party
char.
To Period 7 X
Sales Org BP01 X
12. Choose Save.
Result
The report YGEMPTIES, which shows issued and returned quantities and values of empties, has
now been defined.
3.2.3.3 Maintaining Country-Specific Texts for Reports
Use
Prerequisites
specific texts.
Procedure

2. On the Choose Activity screen, choose Change Profitability Report and

choose Choose.
Leergut Leergut Menge + Wert Leergut Menge und Wert
6. Choose Save.
Result
3.3 Configuration for Reporting on Indirect Sales

3.3.1 Maintaining Structures
3.3.1.1 Defining Characteristics
Use
For reporting on indirect sales, the additional characteristics Order Type and Bill-to Party are
needed. The order type is used to specify which line items derive from the pendulum list transfer.
This refers to which line items are related to indirect sales. The bill-to party is “abused” to indicate
which wholesaler carried out the sales. Doing so makes defining a new partner role redundant.
Procedure

Operating Concern  Maintain Characteristics
2. On the Edit Characteristics: Start screen, in Create Characteristic
screen area, choose Create/change.
4. On the Create Char.: Assignment dialog box, select Transfer from SAP table.
5. In the Table field, enter the table name and choose Enter.
6. On the Reference Table: xy dialog box, select all rows belonging to the table entered in the
previous step.
7. Choose Confirm (Enter).
8. Choose Save.
Data Records:
Table Field Orig. name Description Data el. Cat. Length
VBAK AUART AUART Sales doc. AUART CHAR 4
type
PAPARTNER KUNRE KUNRE Bill-to party KUNRE CHAR 10
Result
The characteristics Order Type and Bill-to Party have now been created.
3.3.1.2 Assigning Characteristics to Operating Concerns
Use
The characteristics that have been created and activated in the previous step now need to be
assigned to the operating concern.
Procedure
1. Access the transaction using one of the following navigation options:

Operating Concern  Maintain Operating Concern
2. On the Maintain Operating Concern screen, enter the operating
concern BPDE.
3. On the Data Structure tab page, choose Display <-> Change.
4. Confirm warning message regarding cross-client settings.
5. In the Data structure screen area, choose Change Data structure.
6. On the Edit Data Structure: Characteristic Screen, choose the Chars tab page and transfer
the characteristics AUART and KUNRE from the table on the right to the operating concern
BPDE (the table on the left).
7. Choose Save and then choose Activate.
8. Choose Back. When asked to generate the operating concern environment, choose Yes.
Result
The characteristics Order Type and Bill-to Party have now been assigned to the operating
concern BPDE and the operating concern has been regenerated with the new data structure.
3.3.2 Maintaining Flows of Actual Values

3.3.2.1 Activating Transfer of Incoming Sales Orders
Use
Billing data is transferred from SD to CO-PA automatically when the billing document is created.
In order to have precise reporting, sales order data can also be transferred to CO-PA. This is
done so that the expected revenue, which derives from concluded sales agreements, can also be
taken into account as early as possible. In the context of pendulum list processing, activating this
functionality is necessary because pendulum list data is entered into the system as sales orders.
Procedure
IMG Menu Controlling  Profitability Analysis  Flows of Actual Values 

Transfer of Incoming Sales Orders  Activate Transfer of
Incoming Sales Orders
2. On the Change View “CO-PA: Active Flag for Transfer of Incoming

Sales Orders screen, make the following entries:
CO Area Name From FY Operating Concern Inc. SO
BP01 Best Practices 2003 BPDE 1
3. Choose Save.
Result
The system is now set up for transferring sales order data from SD to CO-PA.

Value Fields
Use
In order to enable transfer of pendulum list data from SD to CO-PA, the SD conditions specific for
the pendulum list have to be assigned to CO-PA value fields.
Procedure


choose New Entries.
5. Choose Save.

PLBT Gross Amount ERLOS Revenue
PLNT Net Amount ERLOS Revenue
Result
The condition types PLBT and PLNT which are used for pendulum list processing have now been
assigned to the CO-PA value field ERLOS.
3.3.2.3 Assigning Quantity Field
Use
The order related quantity field used in SD documents has to be assigned to a quantity field in
CO-PA in order to enable transfer of order quantities to CO-PA.
Procedure
Transaction Code KE4M

Transfer of Billing Documents  Assign Quantity Fields
2. On the Change View “Assign SD Qty. fields -> CO-PA Qty. fields”:
Overview screen, choose New Entries.
4. Choose Save.
SD qty field Name CO-PA qty field Name

KWMENG Order quantity ABSMG Sales quantity
Result
The SD quantity field KWMENG has now been assigned to the CO-PA value field ABSMG.
3.3.3 Maintaining Information Systems

3.3.3.1 Defining Forms for Profitability Reports
Use
The purpose of this activity is to define a report form as a template for creating the report itself.
Procedure

2. On the Report Painter: Create Form screen, enter YGINDSAL (technical

name of form) into the left field and Indirect Sales (form
description) into the right field.
3. In the Structure screen area, choose Two axes (matrix).
4. Choose Create.
5. On the Report Painter: Create Form screen, in the main screen area, right-click Row 1.
7. On the Select element type screen, select option Characteristics and choose confirm.
8. On the Element Definition: Row 1 screen, in the Available characteristics screen area, select
Bill-to party.
9. Transfer the selected characteristic to the Selected characteristics screen area by choosing
Move selected to left.
A line in the Selected characteristics screen area appears.
10. Enter C10110 in the from field of this line.
Short Medium Long
Drink 3000 Drink 3000 Drink 3000
15. Choose Confirm.

Element to click From Short Medium Long
Row 2 C10120 BierMüller Bier Müller Bier Müller
Row 3 C10130 GL Bavaria Getränkeland Getränkeland
Bavaria Bavaria
17. On the Report Painter: Create Form screen, in the main screen area right-click entry Column
1.
Confirm.
20. On the Element Definition: Column 1 screen, choose entry Sales quantity from the entry help
for field Value Field.
21. Choose Check.
22. Choose Confirm.
Short Medium Long
Sales qty Sales quantity Sales quantity
26. Choose Confirm.
Element to click Value Field Short Medium Long
Column 2 Revenue Revenue Revenue Revenue
28. On the Report Painter: Create Form screen, choose Edit  Gen. data selection  Gen. data
selection.
mark the characteristics listed in table below.

ON/OFF ON/OFF
Plan/act.ind. 0
Record Type A
Fiscal Year X VONGJAHR X BISGJAHR
Period X VONPER X BISPER
Sales Org. X SALESORG
Sales doc. type PLPR
Sales doc. type PLPS
the form and choose Edit  Element  Change text.
34. In the following dialog box, provide short text Ind. Sales and long text Indirect Sales and
choose Confirm.
Result
The form YGINDSAL has now been defined.
3.3.3.2 Defining Profitability Reports
Use
In CO-PA you can create your own reports corresponding exactly to your needs regarding the
Prerequisites
Report form YGINDSAL must have been defined.
Procedure

2. On the Choose Activity screen, choose Create Profitability Report and

choose Choose.
3. On the Create Profitability Report: Initial Screen screen, enter YGINDSAL in field Report (left
one of the two fields aside).
4. In Report Type screen area, select the option Report with form, enter YGINDSAL in the field
aside and choose Create (button aside, not the button in the application toolbar).
Ind. Sales Indirect Sales Indirect Sales
8. Choose Save.
9. On tab Characteristics, select the following characteristics from the list in the Char. list screen
area.
Characteristic
Customer
Ship-To Party
char.

From Fiscal Year 2004 X
To Period 7 X
From Period 1 X
Sales Organization BP01 X
12. Choose Save.
Result
The report YGINDSAL which shows revenues and sales quantities by wholesaler has now been
defined.
3.3.3.3 Maintaining Country-Specific Texts for Reports
Use
Prerequisites
specific texts.
Procedure

2. On the Choose Activity screen, choose Change Profitability Report and

choose Choose.
Ind. Abs. Indirekte Absätze Indirekte Absätze
6. Choose Save.
Result

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Type Style Description

3.3.1.2 Assigning Characteristics to Operating Concerns......................................32

Building Block # Description

G80 Basic Settings

J17 Profitability Analysis

Transaction Code KE3E

2. On the Change View “Maintain Variables”: Overview screen, choose New

Type Name Repl. Field Opt. Entry Parameter Description

3.1.1.2 Creating Additional Primary Cost Elements

Overview of data records:

Key Valid from Valid to Name Description Type

3.1.1.3 Assigning Costing Keys to Products

Transaction Code KE4H

2. On the Change View “Costing Key for Product”: Overview screen,

PV RecT. Plan ver. Material Valid to C.key 1 C.key 2 C.key 3

3.1.1.4 Maintaining Assignment of SD-Conditions to CO-PA

Transaction Code KE4I

2. On the Choose Activity screen, choose Maintain Assignment of SD

CTyp Description Val.fld Description Transfer +/-

3.1.1.5 Defining PA Transfer Structure Delta

Overview of data records:

3.1.1.6 Defining Key Figure Scheme

Transaction Code KER1

6. Choose Basic Formula.

8. Choose Next Entry.

10. Choose Formula Editor.

13. Choose Save.

Overview of data records: Key Figure Scheme

Overview of data records: Elements of Key Figure Scheme

KFS El. Dec. Short Text Medium Text Long Text

Overview of data records: Formulas for Elements

KFS El. Formula

3.1.1.7 Defining Form for Profitability Report

Transaction Code KE34

2. On the Report Painter: Create Form screen, enter YGCP (technical

6. From the context menu, choose Change/display.

10. Choose Check, then choose Confirm.

The new field is transferred to the form.

11. Repeat steps 5. to 10. for the following data records:

13. From the context menu choose Change/display.

16. Choose Check, then choose Confirm.

19. Choose Move selected to left.

20. Make the following entries:

21. Choose Check, then choose Confirm.

24. On the Report Painter: Create Form screen, choose Save.

3.1.2 Maintaining Country-Specific Texts for Characteristics

Transaction Code KEA5

2. On the Edit Characteristics: Start screen, in screen area Create

3. Confirm information message regarding cross-client data structures.

3.1.3 Maintaining Characteristic Values for Product

Transaction Code KEA5

2. On the Change Characteristic Values screen, under node user-defined

4. Choose New Entries.