Sap controlling configuration

PROFITABILITY ANALYSIS (COPA)

Step1: maintain characteristics.

Path: SPRO – controlling – profitability analysis – structures – define operating concern-

Define characteristics.

Click on “create/change” button

Click enter on the message.
Select “user defined radio button”
Character =
Description =
Click on “enter”
Short text =
Heading =
Data type/length = char/2
Click on “save”
Click on”automatic”tab
Click on “activate” button to activate the characteristic.

Step2: define value fields.

Path: SPRO – controlling – profitability analysis - define operating concern – maintan value
fields.

Click on “change/create” button

Click enter on the message
Value filed =
Desription =
Select “amount” or “quantity” radio button accordingly.
Click on “enter”
Description =
Short text =
Click on “activate” button to activate the value field.
Click on “save.

Step3: Maintain operating concern

Path: SPRO – Controlling – Profitability Analysis – Structures – Define operating concern –

Maintain operating concern – T.Code KEA0

Operating concern = (Must be a 4 character word)

Click on “Create” button

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Faculty: K.Lakshmanaswamy saplakshman@yahoo.com
Sap controlling configuration

Description = Operating Concern for ________

Select “Account based”
Select “Costing based”
Go to “Attributes” tab
Operating concern currency =
Select “Company Code currency”
Fiscal Year Variant = Click Save
Go to Datastructure Tab,
Click on “Create” button under “Data structure” field group,
Select “KDGRP – Customer Group”, Click on “Transfer field” button (Left arrow)
Go to “Value fields” tab,
Select “ERLOS - Revenue”,
Select “VV140 - cost of goods sold
Select “KWMAEK – Direct Material Cost.
Select “ABSMG” – sales quantity.
Select “KWSKTO” – cash discount
Select “AUSFR” - out going greight. Click on “transfer filed “ button(left arrow)
Click Save
Go to Menu, Data structure, activate.
Click “Back arrow”, Click “yes” on message (generates operating concern environment)

Step 4: Define profitability segment characteristics

Path: SPRO – Controlling – Profitability Analysis – Structures – Define profitability segment

characteristics – T.Code KEQ3

Select “Costing based + Account based” against Customer Group

Click Save

Step 5: Assignment of Controlling area to Operating Concern

Path: SPRO – Enterprise structure – Assignment – Controlling – Assign Controlling Area to

Operating Concern
Click on “Position”, CO area = Click Enter,
Operating Concern = Click Save

Step 6: Activate Profitability Analysis

Path: SPRO – Controlling – Profitability Analysis – Flows of actual values – Activate

Profitability Analysis – T.Code KEKE
Click on “Position”, CO area = Click Enter,
Activate status = 4 (Component active for both types of PA) Click Save

Step7: define number ranges for planning data

Path: SPRO - controlling – profitability analysis – planning – initial steps – define number
ranges for planning data T.code KEN2

Operating concern =

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Faculty: K.Lakshmanaswamy saplakshman@yahoo.com
Sap controlling configuration

Click on “change intervals” button

From number =
To number =
Click on “save” and click on “enter” .

Step7 maintain plan versions:

Path: same as above T.Code OKEQ

Select ‘0’ plan/actual version

Double click on “settings for operating concern” folder

Operating concern =
Click on “enter”
Click “yes” on the message
Currency type =
Exchange rate type =
Derivation date = click on “save”.

Step 8 Define number ranges for actual postings

Path: SPRO – Controlling – Profitability Analysis – Flows of actual values – Initial steps –
Define number ranges for actual postings – T.Code KEN1

Operating Concern =
Click “Maintain groups” button
Select “Generated group”
Go to Menu, Interval, Maintain
From No. =
To =

Step9:activate transfer fo incoming sales orders

Path: controlling – profitability analysis – flow of actual values – transfer of incoming sales
orders – activate transfer of incoming sales orders T.code KEKF

Click on position

Controlling area = click on enter

Active status = click on save.
Click Save

Step10:mapping of SD consition tpes to CO-PA value fields

Path: SPRO – Controlling – Profitability Analysis – Flows of actual values – Transfer of

billing documents – Assign value fields

Double Click “Maintain Assignment of SD Conditions to COPA Value fields”

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Faculty: K.Lakshmanaswamy saplakshman@yahoo.com
Sap controlling configuration

- T.Code KE41

Click “New entries”

Cond. Type Name Value field
PR00 Price ERLOS
VPRS Cost VV140
HB00 discount KWSKTO
HD00 freight AUSFR Click Save

Step11: mapping of SD quantity filed to CO-PA value fields

Path : same as above.

Click on “new entreis”
Sd contition type =
CO-PA value field = click on “save”

Step12:maintain PAtransfer structure for direct postings from FI/MM

Path:SPRO – controlling – profitability analysis – flows of actual values – direct postings

from FI/MM. T.code KEI2

Select the structure “FI (financial accounts to COPA)

Double click on ‘assignment lines’
Select “row 10” direct costs from FI
Double click on “source” folder
Cost element =
Cost element =
Double click on “value fields” folder
Click on “new entries” folder
Quantity/value =
Fixed/variable =
Value filed = click on save.

Double click on ‘assignment lines’

Select “row 20” direct revenues from FI
Double click on “source” folder
Cost element =
Cost element =

Double click on “value fields” folder

Click on “new entries” folder
Quantity/value =
Fixed/variable =
Value filed = click on save

Step13: define forms (report painter)

Path: SPRO – controlling – profitability analysis – information systems – define forms –

define forms for profitability reports T.code KE34

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Faculty: K.Lakshmanaswamy saplakshman@yahoo.com
Sap controlling configuration

Double click on “create form”

Form = (only text)

Description =
Select “two axis (matrix)” radio button
Click on “create” button
Select “operating concern currency” radio button
Click on “enter”

Double click on “row1”

Select “value field with characteristics” radio button
Click on “enter”
Value filed = s
Click on “confirm”

Double click on “row2”

Select “value filed with characteristics” radio button
Value field =
Click on “confirm”

Double click on row3

Select “formula” radio button
Click on “enter”
Select “y001” revenue
Select “- ” (minus symbol) button
Select “y002” cost

Click on “enter”
Short =
Click on “copy short text button”
Click on “enter”

Double click on “coulumn1”

Select “characteristic” radio button
Click on “enter”
From the available characteristics select “plan/actual”
Click on “left arrow”
For plan/actual indicator, select “0” (zero) – actual data
Click on “confirm” button
Click on save.

Go to Menu, Edit, General data section, General data section

Select “record type” from the available characteristics
Select “period/year from the available characteristics
Click on “left arrow”
Against record type select “F- Billing data”
Against period/year: for from column select “variable on/off” button
Local variable =
Click on “enter”.
For “to column” also select “select variable on/off” check box

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Faculty: K.Lakshmanaswamy saplakshman@yahoo.com
Sap controlling configuration

Local variable =
Click on “confirm”.

Go to Menu, Extras, Variables, Variables definitions

For 1: description =
For 2: description =

Step14 create report

Path: Accounting – Controlling – Profitability Analysis – Information System – Define Report

– Create Profitability Report – T.Code – KE31

Operating Concern = Enter

Report = - Description =

Under “Report Type”

Select “Basic Report” and Click on “Create Report”
Select “Operating Concern Currency” Enter

Select “Customer Group” and Click on “Add Characteristic” button

Go to Key Figures tab

Select “Revenue” Key figure and Click on “Add Key figure” button

Go to Output type tab

Select “Classic Drilldown” option and Click on Save

Step15:to view the report.

Path: Accounting – controlling – profitability analysis – information system – execute report.

T.code . KE30

Select Report and Click on Execute.

Note: To display Report in Company Code 1000,

Use T.Code KEBD to switch to “IDEA” Operating Concern (of Comp Code 1000)

Go to T.Code KE30, Select IDES-050 – Actual Data,

Click on Execute

Go to Menu, Navigate, Switch drill down

Double Click “Customer” to see Customer-wise Data

Go to Menu, Navigate, Switch drill down

Double Click “Products” to see Product-wise Data

Note: To set Operating Concern, go to T.Code KEBD

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Faculty: K.Lakshmanaswamy saplakshman@yahoo.com