COPA is a sub-module under the SAP Controlling (CO) system where “PA” stands for Profitability Analysis. One of the core aspects for any business is to assess the profitability measure and as such SAP COPA helps organizations in analyzing organizational profitability structure. It can be used by any branch of a company and the profitability analysis here uses the Cost-of-Sales Accounting method. 

COPA is the most valuable functionality provided by the SAP CO module, which helps in
analyzing the profitability from various dimensions and collecting useful data from other functions such as MM, SD, Production and Finance. There are 2 types of CO-PA in the SAP system- (i) Account-based and (ii) Costing based.

In this SAP COPA course from Uplatz, learners will learn the basic overview of COPA, the configuration steps involved in it, setting up of product costing, cost object controlling and many more.

After the successful completion of the course, learners will be handed a Certificate on the SAP COPA course from Uplatz.

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 Datawarehousing

·         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 fucntions 1 Parnter Function

·         Inter-Company Profit elimination

·         MM Integration

·         Material Ledger Integration with COPA

·         User Exits used in COPA