SAP-COPA: Source and Target Fields

Use: You enter the source and target fields for derivation in a derivation step.
Source fields:
You can use the following operating concern fields as source fields:
  • All fixed characteristics
  • All user-defined characteristics
  • All characteristics copied from SAP tables or from the field catalog
  • All characteristics copied from customer hierarchies (CO-PA HIE01 to HIE10)
  • All quantity unit fields (CO-PA *_ME)
Target fields:
You can use the following fields as target fields for derivation:
  • All user-defined characteristics
  • All characteristics copied from SAP tables or from the field catalog
  • All characteristics copied from customer hierarchies (CO-PA HIE01 to HIE10)
  • Only the following fixed characteristics:
  • Customer number (CO-PA KNDNR)
  • Product number (CO-PA ARTNR)
  • Business area (CO-PA GSBER)
  • Profit center (CO-PA PRCTR)
  • Sales organization (CO-PA VKORG)
  • Distribution channel (CO-PA VTWEG)
  • Division (CO-PA SPART)
  • Plant (CO-PA WERKS)
  • All quantity unit fields (CO-PA *_ME)
  • Temporary fields (GLOBAL USERTEMP1 to GLOBAL USERTEMP8)

OKP1 – Period Lock

Purpose

Use this procedure to open or close the month on the Controlling module/ledger. This will allow or block postings to the CO ledger, including through posting from FI module. Period locks will be managed on the Controlling Period by the Financial Reporting office, based on when the Fiscal Month has been closed for financial reporting purposes.

There are separate CO period locks & Transaction locks for “Actual postings” and “Plan postings”. 

Trigger

Perform this procedure, together with the FI module close, to indicate the end of the fiscal month, according to the Month-end Closing schedule.

Prerequisites

Before closing a period, the user should make sure that all postings to the CO ledgers (including those originating from revenue & expense accounts into FI ledger) for the current month are completed by the Financial Reporting office and the User Departments. For this purpose, it is necessary to follow the month-end closing schedule, which would outline the sequence of the steps.

Menu Path

SAP menu ⇒ Accounting ⇒ Controlling ⇒ Cost Center ⇒Accounting  Environment ⇒ Period Lock  ⇒ OKP1 – Change

T Code: OKP1

period_lock_unlock

 

Creation of Internal Orders

D.1  Creation of Internal Orders:

SAP Easy Access AccountingControllingInternal Orders Master DataSpecial FunctionsOrder KO01- Create

T-Code: KO01

2013-04-08_163806

  • Order Type: Select Order Type
  • Click On “Master Data”

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  • Description: Write Name of the Internal Order
  • Object Class: Select Overhead
  • Profit Center: Assign Respective Profit Center
  • Requesting CO. Code: Select Company Code
  • Click on “Control Data”

2013-04-08_163921

  • Currency: Select Currency
  • Activate Statistical Order Check Box
  • Click on “General Data”

2013-04-08_164000

Then Click On “SAVE” 2013-04-08_151922

2013-04-08_164047

 

D.1.1  Change  Internal Orders:

SAP Easy Access AccountingControllingInternal OrdersMaster DataSpecial FunctionsOrder KO02- Change

T-Code: KO02

2013-04-08_164204

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  • Select Internal Order, Click on “Master Data”

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  • Change the Settings , if needed
  • Click on”Save”

2013-04-08_164357

 

D.1.2  Display  Internal Orders:

SAP Easy Access AccountingControllingInternal Orders Master DataSpecial FunctionsOrder KO03- Display

T-Code: KO03

2013-04-08_164434

  • Select Internal Order
  • Click on “Master Data”

2013-04-08_164508

Click on “Back”2013-04-08_152206

 

Creation of Internal Order Groups

C.1  Creation of Internal Order Groups:

SAP Easy AccessAccountingControllingInternal Orders Master DataSpecial FunctionsOrder GroupKOH1- Create

 T-Code: KOH1

2013-04-08_162746

  • Order Group: Assign Number for Internal Order Group
  • Press “Enter”

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  • Write Description for the Internal Order Group
  • Click On “Save”

We need create Internal Order Groups at Client Level,

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As mentioned above we need to create Internal Order Groups

 

C.1.1  Change Internal Order Groups:

SAP Easy Access AccountingControllingInternal OrdersMaster DataSpecial Functions>Order GroupKOH2- Change

T-Code: KOH2

2013-04-08_162956

2013-04-08_163024

  • Order Group : Select Order Group from the dropdown box
  • Press:Enter

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  • Change Description
  • Click on “Save”

2013-04-08_163134

 

C.1.2  Display Internal Order Groups:

SAP Easy AccessAccountingControllingInternal Orders Master DataSpecial FunctionsOrder GroupKOH3- Display

T-Code: KOH3

2013-04-08_163242

  • Select Order Group
  • Press “Enter”

2013-04-08_163317

Planning

E.1.1 Maintain User-Defined Planner Profiles:

You use planner profiles to control the way planning is carried out. In a planner profile, you specify per planning area which planning layout is to be used with which default values. Per planning area, you can create as many planning layouts as you require. The profile item determines the order of the planning layouts within a planning area and can be used to assign the same planning layout to a planner profile in multiple areas, but with a different default setting each time.

IMG Controlling Internal Orders Planning Manual Planning Maintain User-Defined Planner Profiles

T-Code: KP34

2013-04-08_160432

Double click on “Maintain User-Defined Planner Profiles”

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Select “ZQ101-Release 3.0/3.1 CO-OM:Prime.Cost/ATyp/StKF”

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Double click on “General Controlling”

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Select – “Overview Check Box”

Click on “Save”    2013-02-10_000228

E.1.2 Maintain Planner Profile for Overall Planning:

You need planning profiles for the planning methods below:

  • Overall planning for internal orders
  • Hierarchy cost planning for projects
  • Preliminary costing for production orders that do not have a quantity structure (CO production orders).
  • Cost planning for investment programs or investment measures, and for appropriation requests.
  • Financial budgeting

You can create new planning profiles, or change existing ones.

The following settings are important:

  • Time frame

You can specify which values are to be planned, and in which fiscal years.

  • Value display

You can specify which standard view the system is to display with the plan value, when you call up the initial screen for planning. You can default the number of decimal places and the display factor.

Path: IMG Controlling Internal Orders Planning Manual Planning User- Defined Planning Layouts Maintain Planning profiles for Overall Planning

T-Code: OKOS

2013-04-08_160817

Double Click on “Define Planning Profile for Overall Planning”

Click on “New Entries”

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  • Configure the line items as shown above,
  • Click on “Save”

Come Back,

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Double Click on “Maintain Planning Profile for Order Types”

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  • Select Internal Order Type
  • Click on Drop down Box

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  • Select Maintain Planning profiles for Overall Planning” Created Number
  • Click on “Save”

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Order Master Data

B.1.1 Define Order types:

An Internal order is created under an Order type.

An order type is used for storing various control parameters and various defaults while creating an Internal Order.

The order type is client-specific, which means that every order type can be used in all controlling areas. A number range is assigned to the internal order type.

Internal order is a cost object that tracks the cost of a specific event. IO has a short life compared to a cost center. In SAP solutions, you will find two types of IO:

(1) Real IO

 (2) Statistical IO.

Through real IO, you can track the cost of a particular event, and at the end you can settle the IO cost to the respective cost center.

In statistical IO, you can only collect cost; you can’t settle statistical IO to any other cost object.

IMG Controlling internal Orders Order Master Data Define Order Types

 

T-Code: KOT2_OPA

Click on 2013-04-08_150211

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Select “01” – (Internal Order-controlling) from the popup

Press “Enter”

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  • Order Type: Define Order Type
  • Budget Profile:  Select-00001 (General Budget/Plan Profile)
  • Object Class: Select “Overhead Costs”
  • CO Partner Update: Select “Active”
  • Select check boxes-“Commit Management, Revenue Posting, Integrated Planning”
  • Configure Archiving Residence Time as shown above
  • If u want to release of the internal order immediately  after creation, then  configure as below
  1. Status Profile : Select “00000002”(Internal Order)
  2. Activate “Release Immediately” Check box.
  • Click on “SAVE”

Click on 2013-04-08_150653

Here you can hide the various fields or make it as required entry or only display or available for input. Thus while creating internal order only those fields are displayed and available for input.

 

B.1.2 Maintain Number Ranges for Orders:

 

IMG Controlling Internal Orders Order Master DataMaintain Number Ranges for Orders

 

T-Code:  KONK

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Click on “Groups”

Then in the next screen Click on “Group Menu >Insert

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  • Text: Name the Number ranges
  • Intervals: Assign Number ranges for Internal Order type
  • Press “Enter”
  • Click on “SAVE”

Find Internal Order type2013-04-08_151020

⇒ Double click on2013-04-08_151105”, Then the line item become in Blue color

Activate /Select check box“Trade Real Internal orders” “ 2013-04-08_151152

Then click on “ 2013-04-08_151242

The internal order type Z910 moves under the group which can be seen as follows:- 2013-04-08_151802

Then Click on “SAVE”2013-04-08_151922

 

If you want check the Number ranges assigned for internal orders then following steps,

Select check box of “ Trade Real Internal orders type” 2013-04-08_152017

Then click on “Maintain” 2013-04-08_152100

2013-04-08_152128

Click on 2013-04-08_152206

 

B.1.3 Define Order Layouts

 

IMG Controlling Internal Orders Order Master Data Screen Layout Define Order Layouts

In this work step you define the layout for the order master data. You can assign a layout to each order type.

The system displays the order master data as a tab with a series of tab pages. On the tab pages there are group boxes with a series of fields for the order master data. The group boxes are defined by the system.

You can specify,

  • Which title the individual tab cards should receive and
  • Which group boxes should be displayed in which position on the tab pages.

The tab pages are numbered from left to right with “Tab Page 01” to “Tab Page xx”. On every tab page there are five positions, which you can assign individually to a group box. One of the group boxes can contain user-defined master fields.

Standard settings

Layout SAP corresponds to the default settings. You can copy this layout if you want to make changes to the default settings.

Activities

Check whether you need your own layouts. If you only want to make small changes to the standard delivery, you can copy layout SAP0 and use it as the basis for your layout.

If you want to create a new layout, choose “New entries”.

1. Enter a name and a description for your layout.

2. Choose “Tab page title” and “New entries”, to specify the title for your tab pages.

a) Enter the number for each of the tab pages.

b) Enter for which language the title is to be used.

c) Enter the title of the tab page.