3/13/2015

Transferring Plan Data from COPA to ECPCA - Profit Center Accounting (EC-PCA) - SAP Library

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Transferring Plan Data from CO-PA to

EC-PCA
Use
It is possible to transfer planned values and quantities periodically from costing-based Profitability
Analysis (CO-PA) to Profit Center Accounting. (Previously it was only possible to
post plan data subsequently from account-based CO-PA.) To do so, you need to assign the value and
quantity fields in CO-PA to the accounts in Profit Center Accounting. You can define rules in
Customizing to derive the correct account in EC-PCA.

Prerequisites
The operating concern you want to transfer the data from in CO-PA must be generated.
In addition, plan data must exist for combinations of profit center, controlling area, and company
code in costing-based CO-PA. Note that when no profit center is found for a posting to CO-PA, the
system automatically assigns that posting to the dummy profit center. Plan data that is not assigned
to a specific controlling area and company code cannot be transferred to EC-PCA.

Features
Initial Steps
You can define one or more derivation rules in order to determine an account to which certain values
should be posted. You can define up to six source fields for each derivation rule to use as the basis
for determining the account to which a certain value field should be transferred. These source fields
are the controlling area and the value or quantity field you want to transfer, plus any combination
of up to four other characteristics in CO-PA.

First derivation rule:

Source fields

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Target field

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Transferring Plan Data from COPA to ECPCA - Profit Center Accounting (EC-PCA) - SAP Library

Controlling area

Company code

Partner profit
center

Value or quantity Account

field

0001

0001

P100

REVEN

800000

0001

0001

P100

SAQTY

801000

0001

0001

P200

REVEN

802000

0001

0001

P200

SAQTY

802000

0001

0001

REVEN

800000

0001

0001

SAQTY

800000

In this example the system first assigns the revenue and sales quantity fields to different accounts
depending on which company code and which partner profit center the values are assigned to. The
last two lines represent external sales, where the partner profit center is blank.

Second derivation rule:

Source fields

Target field

Controlling area

Company code

Value or quantity
field

Account

0001

0001

FRACHT

471000

0001

0002

FRACHT

472000

In the second step, the freight costs are assigned to different accounts depending on the company
code.

It is possible to assign more than one value field to the same account. If you do, the system adds
their values together. You can also assign more than one quantity field to the same account, provided
that they have the same unit of measure. You can also assign both a value field and a quantity field to
the same account, so that values and quantities that belong together (such as sales revenues and
the corresponding quantity) are transferred in the same EC-PCA line item. For more information on
derivation, see the documentation for CO-PA, under
characteristic derivation.
All values and quantities in CO-PA that are posted with a different +/- sign in Profit Center Accounting
need to be explicitly specified in Customizing. This is particularly important for value fields that you
transfer to credit accounts (such as revenues), which are negative in Profit Center Accounting. As
quantities in the actual system normally have the same sign as the currency amounts which belong
to them, plan quantities (such as sales quantities) should be negative on the credit side. For more
information, see the Implementation Guide for Profit Center Accounting, under.
Maintain +/- Sign Rules
Plan Data Transfer
You can execute the transfer from the application menu of either EC-PCA or CO-PA:
EC-PCA: Planning Plan data transfer Costing-based CO-PA
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Transferring Plan Data from COPA to ECPCA - Profit Center Accounting (EC-PCA) - SAP Library

CO-PA: Planning Integrated planning Transfer plan to EC-PCA

When you carry out the transfer, you can specify selection criteria to determine which data you want
to transfer (data for a particular profit center, for example). Note that either a single value, an interval,
or an asterisk (*, for all values) must be specified for each characteristic.
In the processing rules, you can specify characteristics whose values you want to summarize. This is
not allowed for the characteristics controlling area, company code, and profit center, since these
characteristic values are required information in Profit Center Accounting.
On the Value Fields selection screen, you can select the value and quantity fields that you want to
transfer. If you select fields for which no derivation rules are defined in Customizing, those fields
cannot be transferred. In Customizing you can tell the system to display an error message in such
instances. For more information, see the documentation for Profitability Analysis, under
Influencing the Standard Derivation Procedure.
The system only transfers those changes made since the last transfer to Profit Center Accounting.
That means that you can repeat the transfer as often as you like.
The log tells you what selection criteria, processing rules, and value and quantity fields you defined,
along with the number of objects that were selected and transferred without errors. If errors occur for
an object, that object is not transferred. In the detail log, you can see which objects were not
transferred and what errors occurred. Once you have removed the errors, you can transfer these
objects again.

C OPY R I GH T BY SAP SE OR AN SAP AF F I LI ATE C OMPAN Y . ALL R I GH TS R ESER VED .

PR I N TED F R OM SAP H ELP POR TAL. (ht t p: / / help. s ap. c om )

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