Tools in SAP CO-PA
CO-PA offers various tools that are intended to make your work in CO-PA easier or to support you. They are functions that can be applied to all areas of Profitability Analysis. CO-PA include tools for performance improvement, the transfer of data from external systems, the analysis of value flows into CO-PA, live start preparations, authorization administration, and, last but not least, SAP enhancements.
When you call up profitability reports, you want to see the required data within a reasonable time. The larger the data set of actual and planning line items in CO-PA, the longer it takes to access this data set. In CO-PA, you can avoid frustration when accessing the line items by defining summarization levels that summarize new and existing line items in regular jobs and thus considerably accelerate the access to the data set.
A summarization level stores an original dataset in a reduced form. This original data set describes the individual profitability segments in terms of the amount of characteristics each has. Summarization means that selected characteristics are left out. Any segments in the original dataset that are now identical through having had characteristics removed are combined into a single pseudo-segment in the summarization level.
If you want to create summarization levels, CO-PA offers you the opportunity of creating proposals. You can accept these proposals or create a summarization level for every profitability report. We recommend only three summarization levels:
Level 1 contains all product-specific characteristics plus the characteristics that are not directly dependent on customers or products.
Level 2 contains all customer-specific characteristics plus the characteristics that are not directly dependent on customers or products.
Level 3 contains all customer-specific and product-specific characteristics plus the characteristics that are not directly dependent on customers or products. This level is almost identical to the line item level in CO-PA. However, as characteristics such as date specifications, etc. are not summarized, the level is smaller.
If you create the profitability reports that was discussed in Dynamic Reporting, the three summarization levels described are sufficient. Why only three levels? Each summarization level will need additional disk space — the fewer the number of levels you have, the lower the memory capacity you need from your basis. Every night you should schedule a background job that adds the line items created during the day to the line items that are already summarized.
Example Customizing for a Summarization Level
You can access the summarization level view via the configuration menu for CO-PA (ORKE) under TOOLS • SUMMARIZATION LEVELS • DEFINE SUMMARIZATION LEVELS (see Figure 8.1).
Figure 8.1: Initial screen for defining summarization levels
Alternatively, via TOOLS • SUMMARIZATION LEVELS • HAVE PROPOSAL CREATED AUTOMATICALLY, you can have the SAP system create a proposal (see Figure 8.2).
Figure 8.2: Own or proposed summarization levels
Once you have created summarization levels and supplied them with data, you can use them in the following areas:
For finding the tracing factor for cost center assessment
Transferring planning data to Sales and Operations Planning (SOP)
Activating Summarization Levels
For CO-PA to find the summarization levels when reading the data (for example, for planning or when calling up a report), the levels must be active.
You activate your summarization levels via the CO-PA application menu (TOOLS SUMMARIZATION LEVELS • REFRESH), see Figure 8.3.
Figure 8.3: Refreshing summarization levels