SAP COPA (Controlling and Profitability Analysis) module helps to analyze different market segments based on sales and orders, customers and products, etc. The data obtained from this evaluation is used to justify decisions made in sales and marketing and product planning departments. Moreover, this information is used as a reference for internal accounting.

Profitability Analysis (CO-PA) enables you to evaluate your company’s profit or contribution margin by market segment or by strategic business unit (such as a sales organization or business area). Your market segments can be classified according to products, customers, orders, or any combination of these. Profitability Analysis provides your sales, marketing, product management, and corporate planning departments with information to support internal accounting and decision-making.

Two forms of profitability analysis are available:

• Account-based profitability analysis stores costs and revenues in accounts and uses cost and revenue elements. This form of profitability analysis provides you with a profitability report that is permanently reconciled with financial accounting. In account-based profitability analysis, account-based assessment is used looking at cost and revenue elements. The values for analysis in this type are structured by accounts.

• Costing-based profitability analysis groups costs and revenues according to value fields and costing-based valuation approaches, both of which you can define yourself. It ensures access at all times to a complete, short-term profitability report. In cost-based profitability analysis, the costs and revenues are used for evaluating value using cost-based assessment techniques. You have to define the value fields in which the data will be stored for analysis

Both these types can be used simultaneously for more control over financial accounting. Thus, You can use both forms of profitability analysis in parallel. However, account-based profitability analysis is the default solution which is a prerequisite for Simplified Profitability Analysis. With account-based profitability analysis, any revenue posting or cost of goods sold posting is updated under the relevant account and assigned to the correct market segment characteristics.

SAP COPA is an effective way to obtain short-term or detailed analysis reports to evaluate your company’s profit and contribution margin. Sales orders and billing documents can be provided to this module in real time for analysis. There is a submodule of COPA called Planning in which you can prepare a sales and profit plan for future reference. This is a manual function and does not generate any automated reports.

Uplatz provides this in-depth and extensive training on SAP CO-PA module. In this SAP COPA course you will learn the nuts and bolts of CO-PA module mechanics step by step using some real life examples. You learn to configure CO-PA using the costing based CO-PA model and map SD billing condition types to COPA value fields. Sample posting will be done from billing documents to show you how the value flows from logistics to CO-PA in real-time.

SAP COPA training makes you proficient as CO-PA Consultant. It enables you to evaluate market segments, which are classified according to products, orders, or strategic business units, such as sales organizations, with respect to your company’s profit or contribution margin. Take your SAP skills to the next level as a Business Analyst or SAP FI/CO Consultant by learning how to use SAP's Profitability Analysis (CO-PA) module. With this SAP COPA course, you will become comfortable working with CO-PA transactions, master data and hierarchies and receive a solid understanding of the profitability analysis process.

SAP CO-PA Training will you an expert in concepts like DCCA – Cost Center Accounting, PCA – Profit Center Accounting, PC – Product Costing, COPA - Controlling Profitability Analysis, Structure, Catalog and Master Data, etc.

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Features of SAP CO-PA

Master Data

In CO-PA you can define your master data in accordance with your requirements. This data includes the units that you want to evaluate (characteristics) and the categories in which you analyze values. In account‑based profitability analysis the values are stored in accounts, whereas in costing‑based profitability analysis they are stored in value fields which you define.

Using the SAP master data (customer, product, customer hierarchy) or CO‑PA derivation rules, the system can derive additional characteristics based on the ones entered manually or transferred from primary transactions. A combination of characteristic values forms a multidimensional profitability segment for which you can analyze profit by comparing its costs and revenues.

Flows of Actual Values

The flows of actual values represent the most important source of information in CO‑PA. You can transfer both sales orders (only in costing-based profitability analysis) and billing documents from the Sales and Distribution (SD) application component to CO‑PA in real time. In addition, an interface program is available for the upload of external data. You can also transfer costs from cost centers, orders, and projects, as well as costs and revenues from direct postings (G/L account postings in FI, orders received in MM, and so on) or settle costs from CO to profitability segments.

Planning

In CO‑PA Planning, you can create a sales and profit plan. You plan in value fields and you can use automatic valuation to calculate planned revenues, sales deductions, and costs of goods manufactured based on the planned sales quantity.

The manual planning function lets you define planning screens for your organization. With these you can display reference data in planning, calculate formulas, create forecasts, and more. Planning can be done at any level of detail. For example, you can plan at a higher level, and have this data distributed downwards automatically. In automatic planning, you can copy and reevaluate actual or planning data for a large number of profitability segments at once. You can also transfer planned sales quantities from (costing-based) CO-PA to Sales and Operations Planning (SOP) for the purpose of creating a production plan there.

Information System

The Information System enables you to analyze data from a profitability standpoint using the functions of the drill-down reporting tool. There you can navigate through a multidimensional data cube using a number of different functions.

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SAP CO-PA SUB COMPONENTS

Here is the list of sub components coming under the SAP Profitability Analysis in CO (Controlling) application component with the package name they belong to:

1. HLA0009405 → CO-PA → Profitability Analysis

2. HLA0100153 → CO-PA-ACT → Flows of Actual Values

3. HLA0100162 → CO-PA-ACT-AG → Transfer of Customer Rebate Agreements

4. HLA0100155 → CO-PA-ACT-BI → Transfer of Billing Documents

5. HLA0100161 → CO-PA-ACT-DE → Data Entry

6. HLA0100157 → CO-PA-ACT-DP → Direct Posting from FI/MM

7. HLA0100159 → CO-PA-ACT-OH → Transfer of Overhead

8. HLA0100156 → CO-PA-ACT-OR → Order and Project Settlement

9. HLA0100160 → CO-PA-ACT-PA → Periodic Adjustments

10. HLA0100158 → CO-PA-ACT-PV → Settlement of Production Variances

11. HLA0100154 → CO-PA-ACT-SO → Transfer of Incoming Sales Orders

12. HLA0009432 → CO-PA-BUD → Sales and Promotion Budgets by Profitability Segment

13. HLA0009437 → CO-PA-FS → Extended Functions for Financial Institutions (See IS-IS)

14. HLA0009438 → CO-PA-IS → Information System

15. HLA0100167 → CO-PA-MD → Master Data

16. HLA0100168 → CO-PA-MD-CH → Characteristic Values

17. HLA0100169 → CO-PA-MD-VA → Valuation

18. HLA0009435 → CO-PA-MTO → Extended Functions for Order-Related Production

19. HLA0009434 → CO-PA-MTS → Extended Functions for Make-To-Stock Production

20. HLA0009433 → CO-PA-PMS → Profitability Analysis / Basic Functions

21. HLA0009430 → CO-PA-REL → Revenue Element Accounting

22. HLA0009431 → CO-PA-SPP → Sales and Profit Planning

23. HLA0100149 → CO-PA-SPP-AP → Automatic Planning

24. HLA0100151 → CO-PA-SPP-BU → Sales and Promotion Budgets

25. HLA0100150 → CO-PA-SPP-IP → Integrated Planning

26. HLA0100148 → CO-PA-SPP-MP → Manual Planning

27. HLA0100152 → CO-PA-ST → Structures

28. HLA0100164 → CO-PA-TO → Tools

29. HLA0009436 → CO-PA-WR → Extended Functions for Retailing

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SAP COPA Tables

Here is a list of some important tables coming under CO-PA component.

• TKETD1 → Distribution profile

• TKEHDB_CE1_ERR → HANA CO-PA Integration: CE1 Error with HANA Replication

• TKECX → Exits for Making Release-Independent

• COPA_CRM_GUIDMAP → Mapping Table CRM GUIDS – CO-PA Document Numbers

• CE2YZDL → Practice YZDL Op Con

• T25E7 → Text table for characteristic values

• TKEQUS3 → Ratio Scheme: Access-Level Characteristics

• TKEBPFL → CO-PA Mass Processing: Parameters

• TKEDR → Characteristic Derivation: Strategies

• TKEF → CO-PA field catalog

• T25E5 → Values for Characteristic “8 “

• TVGAI → Number range table for number range object COPA_IST

• K9RALR0000473SAP → Derivation Rule: Departure Location from Flight Segment

• CE4S_AL_ACCT → Airline Route Profit

• TKEIPV10T → CO-PA: Entry Aids (User-Dependent) – Texts

• View full list of SAP CO-PA Tables with description

• View Profitability Analysis tables list in PDF

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SAP COPA Transaction Codes

Here are some important transaction codes used with SAP CO-PA sub module.

• KE1U → Display Forecast Profile

• KEU4N → Delete Actual Transfer of CCtr Costs

• S_ALR_87005696 → IMG Activity: SIMG_CFMENUORKE5055

• S_ALR_87005739 → IMG Activity: SIMG_CFMENUORKEKECP

• KEBI → Set operating concern (batch-input)

• S_ALR_87005772 → IMG Activity: SIMG_CFMENUORKEKEDP

• KEUD → Overview Actual Assessment Cycles

• KE4I → View maintenance VV2_T258I_V

• KEP1 → Maintain record types

• KEF1 → Change Revaluation Keys

• KE12 → Display plan data

• KE1I → Maintain Ratio Scheme

• S_ALR_87005723 → IMG Activity: SIMG_CFMENUORKEKE37

• KEKG → Active Indicator for Prof.Ctr Update

• S_ALR_87005578 → IMG Activity: SIMG_CFMENUORKEKE1I
  
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1) Intro – Profitability Analysis

·         Introduction to Controlling and Management Reporting

·         Introduction to COPA

·         Gross Profit and Net Profit Margin Analysis

·         Cost Components and Analysis

·         Multi-Dimensional Analysis

·         Assessment of the topic

2) COPA Technical Setup

·         COPA Table Structures

·         OLTP – Link to Transactional Data

·         OLAP – Link to Data warehousing

·         Working with SAP Operating Concern Templates

3) Configuring Costing-Based CO-PA

·         Types of COPA Modules

·         Costing-based CO-PA versus Account-based CO-PA

·         Creating Characteristics and Value Fields

·         Maintaining an Operating Concern

·         Accessing and Creating Operating Concerns

·         Creating User-defined Value Fields and Characteristics

·         Defining Profitability Segments and CO-PA Exceptions

·         Operating Concern Attributes

·         Org structure -Controlling Area and Operating Concern

·         Assigning a Company Code to a Controlling Area

·         Checking the Current Profitability Analysis Activation

·         Import Operating Concern

·         Performing CO-PA Transports

·         Automatic Transport or Manual Transport

·         Client-specific and Cross-client Settings

4) Master Data in CO-PA

·         Components of Master Data Menus in CO-PA

·         Maintaining Characteristic Values

·         Define Characteristics Hierarchy

·         Creating Characteristic Derivations and Derivation Rules

·         Customer Master Values

·         Product Master Values

5) COPA Integration with SD

·         Pricing Procedure and Conditions

·         Condition Mapping to Value Fields

·         Handling of sign / –

·         Prevention of Values

6) COPA – Product Costing

·         Concept of Valuation

·         Configure Cost Components

·         Cost Estimation for COPA Access

·         Configure Standard Cost Access

7) Flows of Actual Values into CO-PA

·         Overview of values from all other modules

·         Transfer of Incoming Sales Orders – Record – A

·         Transfer of Billing Documents – Record – F

·         Order and Project Settlement – Record – C

·         Define PA Transfer Structure for Settlement

·         Direct Posting from FI/ MM – Record – B

·         Maintain PA Transfer Structure for Direct Postings

·         Automatic Account Assignment

·         Settlement of Production Variances

·         Transfer of Overhead

·         Assessment of Topic

8) CO-PA Reporting: Basics

·         CO-PA Reporting Scenarios

·         Working with Reports in CO-PA

·         Report Types – Basic and Line Items

·         Working with Forms

·         Assessment of Topic

·         Predefining Headers and Footers

·         Other Elements

·         Defining Variables in Reports

·         Creating Frozen Reports

·         Key Figure Schemes

·         Assessment of Topic

9) Working with Account-Based CO-PA

·         Need for Account-Based COPA

·         Defining Cost Elements for CO-PA

·         Set the type of COPA

·         Controlling Areas and Account-Based CO-PA

·         Currencies and Account-Based CO-PA

·         Actual Data Flow and Data Transfer

·         Profitability Analysis Reports

·         Assessment of Cost Center Costs

·         Order and Project Settlement

·         Reconcile between Costing Based and Account-Based

10) Introduction to Costing based CO-PA Planning

·         Introduction – Costing Based CO-PA Planning

·         The Framework of Corporate Planning

·         A First Look at the CO-PA Planning Framework

·         Number Ranges for Planning Data

·         Maintaining Versions

·         Planning with the CO-PA Planning Framework

·         Planning Levels

·         Planning Package

·         Working with Planning Methods

·         The Report Painter and CO-PA Planning Layouts

·         Planning Profiles

·         Basic Planning Methods CO-PA Planning Framework

·         Enter Planning Data

·         Display Planning Data

·         Copy

·         Forecast

·         Valuation

·         Revaluation

·         Ratios

·         Delete

·         Planning Sequences

11) Introduction to Account-based CO-PA Planning

·         Introduction – Account-Based CO-PA Planning

·         The Framework of Corporate Planning

·         A First Look at the CO-PA Planning Framework

·         Number Ranges for Planning Data

·         Maintaining Versions

·         Planning with the CO-PA Planning Framework

·         Integration with other modules

·         User Exits and Special functions 1 Partner Function

·         Inter-Company Profit elimination

·         MM Integration

·         Material Ledger Integration with COPA

·         User Exits used in COPA

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