Maintaining SAP CO-PA operating concerns
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Maintaining operating concerns
As already stated, when you create an operating concern, the system generates the fixed characteristics automatically, meaning that you do not have to do anything for these when you define the operating concern. However, you do have to maintain the user-defined characteristics that you want to see, and the value fields that you want to define.
First you have to define your operating concern. Navigate to customizing via TOOLS • CUSTOMIZING • IMG • EXECUTE PROJECT. Press to navigate to the Implementation Guide.
Instead of following the menu path, you can enter transaction code SPRO. Whenever you enter a transaction, always place /N in front of the code itself — the transaction then appears on a new screen. Therefore, to access customizing, enter /NSPRO. Via the path CONTROLLING • PROFITABILITY ANALYSIS • STRUCTURES • DEFINE OPERATING CONCERN • MAINTAIN OPERATING CONCERN, give your operating concern a name: in our example, this is Z111. Once you have added the name, place a checkmark next to the form that the operating concern should take: in our example, we are only looking at the costing-based form. Save your entries. Press create button to display the CHARACTERISTICS (CHARS) tab. Using the back button, from the default characteristics, transfer those characteristics that you want to use.
User-defined characteristics for operating concern Z111
Proceed in the same way on the VALUE FIELDS tab to assign the value fields required
Value fields for operating concern Z111
If the template tables do not contain all of the characteristics or value fields that you want to use, you have to define and activate those that you want beforehand.
To define and activate the characteristics, return to customizing via the Implementation Guide and choose CONTROLLING • PROFITABILITY ANALYSIS • STRUCTURES • DEFINE OPERATING CONCERN • MAINTAIN CHARACTERISTICS.
Give your new characteristic a name. New characteristics always begin with “WW”; new value fields begin with “VV.” The new characteristics and value fields must have five characters. For our example, let us look at characteristic WWPGR, which we want to use later to present product groups. By pressing CREATE/ CHANGE, we navigate to maintenance mode for the characteristic.
Initial screen for maintaining characteristics
When creating characteristics, you have to decide whether you want to create an existing field from a SAP table as a characteristic, or alternatively, whether you want to define a completely new characteristic with separate value maintenance. If you decide for the latter (as in our example), you also have to specify the description of the characteristic. Once you have done this, save and activate your new characteristic. The system automatically creates a check table for your new characteristic.
The result of characteristics maintenance
The procedure for defining value fields is the same as that for characteristics. New value fields always begin with “VV.” When you define a value field, you have to decide whether it will later be used to represent a quantity or an amount.
Once you have defined new characteristics and value fields, you can use them when you maintain your operating concern — to do this, assign them to the operating concern, as explained above.
Now save your operating concern. The system creates new structure tables that contain the data of the operating concern, for example, the structure CE1Z111. Now press — the system executes a mass activation. If you press “Back” (green arrow pointing left), the question shown in Figure below appears.
Generating the environment
Confirm with YES. The system generates client-independent and client-specific objects and the following message appears: THE ENVIRONMENT WAS GENERATED SUCCESSFULLY.
Make sure that you also maintain the attributes of the operating concern. For our example, we are using the operating concern currency EUR and fiscal year variant K4 (12 periods plus four special periods).
Once you have completed the maintenance of the operating concern, all of the traffic lights visible should be green (on the ENVIRONMENT tab as well) — see Figures below.
Operating concern green light
Green lights for the operating concern environment
Assigning the operating concern
The operating concern is an organizational unit in the SAP system. Therefore, it must be embedded in the organizational structures of the SAP system. For our simple example, we will use one company code ET11, one controlling area ET01, and the operating concern we have just maintained, Z111. In the Implementation Guide, under ENTERPRISE STRUCTURE • ASSIGNMENT • CONTROLLING, first assign the company code to the controlling area. Then assign the controlling area to the operating concern (see also Figure below).
Path for assigning the controlling area to the operating concern
Assignment of Z111 to ET01
By assigning the operating concern to the controlling area, you make the operating concern active. You can also see this assignment under the path shown in Figure below.
Path in the Implementation Guide for activating the operating concern
When you execute the step ACTIVATE PROFITABILITY ANALYSIS, the system takes you to an extended screen for assigning the operating concern to the controlling area (see Figure below).
Profitability Analysis active flag
The ACTIVE STATUS “2” means that costing-based Profitability Analysis is active; “4” would mean that both costing-based and account-based Profitability Analysis are activated. If the ACTIVE STATUS column is blank, the operating concern is not active. See also Figure below.
Profitability Analysis active flag
In the video below, you can see a demonstration of how to create your own characteristics and value fields, and how to set up an operating concern with them.
Creating an Operating Concern
Note: Should your reading device not be able to show this video, you can use your computer to watch it on the internet. To do this, head to web page at http://video1.copa-en.espresso-tutorials.com