Connection with Profitability Analysis (CO-PA)

Use

You can post agency documents as profitability analysis documents and thereby transfer incomes, rebates, and so on to the Profitability Accounting component (CO-PA).

The Profitability Analysis component (CO-PA) is used to analyze the contribution margins of the market segments. This analysis can be split according to products, customers, and orders, and aggregated at any of these levels, or can be organized according to enterprise areas such as company codes or business areas. The aim of the analysis is to support the areas of Sales, Marketing, Product Management and Enterprise Planning by providing information that can be used for controlling and decision-making.

For further information, see Profitability Analysis (CO-PA).

Prerequisites

In the documents (single settlement requests, settlement request lists, and vendor billing documents), you must enter data in the following fields at item level in the Account determination tab page.

• Business area
• Profit center
• Cost center

You can use the condition types to define which value fields are to be posted in the profitability analysis. You can, for example, include del credere commissions in the Commissions field. The following prerequisites must be met for this:

• A cost element must exist in Profitability Analysis for the G/L account for the condition (for example, del credere).
• The condition type must exist in Customizing for the profitability analysis.

Features

The connection with Profitability Analysis exists for all Agency Business documents, namely:

• Single settlement requests and settlement request lists and the follow-on documents (posting lists, remuneration lists) for these

For these documents, you can transfer revenues (commissions and rebates) from an agency business transaction to Profitability Analysis.

• Vendor billing documents and the follow-on documents (remuneration lists) for these

For vendor billing documents, you can transfer expenses for customer rebates and incomes to Profitability Accounting.

For statistical conditions, that is remuneration list conditions, a profitability analysis document is posted on the basis of the original document, because the relevant document data and the profitability segment only exist in the original document.

A separate profitability analysis document is posted for each document item.

The Profitability Segment is determined via the standard determination procedure of Profitability Analysis. It is created from the Agency Business document data and the standard assignments of the controlling area. The account that the profitability segment is posted to is displayed at document level. To see this, press pushbutton Profitability Segment.