Introducing CO-PA with SAP

The Controlling Profitability Analysis (CO-PA) component is a subcomponent of the

SAP Controlling (CO) module that integrates information coming from different
platforms such as Sales and Distribution (SD), Materials Management (MM),
Financials (FI), CO, Production (PP), and others.

Because high-level enterprise resource planning (ERP) technologies focus first on

controlling how the money flows in the enterprise and later on how that information
is going to be reported or shared, CO-PA interacts with both of these worlds

CO-PA allows access to the Online Transaction Processing (OLTP) structures, or the
core of SAP database tables, and it also allows the creation of structures that are
later used by Online Analytical Processing (OLAP) applications to generate
multidimensional, analytical, and reporting components based on OLTP data such as
that delivered in SAP NetWeaver Business Intelligence (BI) 7.0.

SAP NetWeaver BI 7.0 can be stored inside the core tables of SAP and you can use
CO-PA as the way to find data inside the SAP database. The beauty of CO-PA lies in
the capability of performing somewhat sophisticated planning and reporting
processes similar to those available in SAP NetWeaver BI 7.0,

 CO-PA let you evaluate market segments classified according to products

customers order and various combinations of these. Aim of this system is to
provide your sales, marketing, product management and corporate planning
with information to support internal and decision making.

 This can be done in two ways

1. Cost base profitability analysis
2. Account based profitability analysis

Cost Based: Main feature of cost based analysis is the user value fields which
represents cost and revenue elements groups
Account based: This type of analysis are cost and revenue elements here the
analysis done by using accounts.

Operating Concern:

The main element in CO-PA is called operating concern, which can be understood as
an InfoCube for those familiar with the SAP data warehouse applications, or simply
as a small group of selected data objects that will be extracted from specific SAP
Tables and that are part of what are called profitability segments.

1. Characteristics (Profitability Segments)

2. Value fields, such as revenue, sales deduction, costs, qualities (only for
Costing-based analysis)
3. G/L account (Only for account based analysis)

Combination
Cost Based uses 1 and 2
Account Based uses 1 and 3

The SAP system uses two data models: account-based and costing-based. These
two data storage or reporting models are the references for any data-sharing
applications in the SAP environment, and also limit the type and level of detail of
the data reported.

SAP R/3 or SAP ERP ECC 6.0 environment is the most important source of data
displayed in CO-PA, from modules such as FI, CO, SD, PP, MM, and Project
Management (PS).

As you are probably aware, objects inside an SAP system are either called
characteristics or value fields.

Characteristics describe the data stored in the system, such as customer ID, billing
date, or product ID.

These characteristics can be used to limit the data extraction with the
definition of profitability segments or market segments.

Value fields store data as currency, quantity, or amounts, such as sales, cost of
goods sold, and others.

Below table provides a general overview of several specific modules, documents,

and information contained in some of the main SAP ERP ECC 6.0 modules and their
SAP tables.
CO-PA is also important within the CO module as a tool for internal reporting and
interaction with other CO components, such as

Profit Center Accounting (CO-PCA),

Product Cost Controlling (CO-PC),
Overhead Cost Controlling CO-OM),
Cost Center Accounting (CO-CCA),
Cost Element Accounting (CO-CEL), and others.

Financial Data Flow in SAP System

SAP Operating Concern Templates

SAP-delivered business content exists for CO-PA in the form of different templates
that can be activated and populated with data to assist your implementation.

These templates have predefined operating concerns, which are complete

structures that you must generate, activate, and populate with testing data to use
them as part of a reference for your implementation.

There are four SAP-delivered templates in the system,

 Model Bank E_B1

 Airline Route Profitability S_AL
 Template Consumer Goods Ind S_CP
 Quickstart Template S_GO

Steps Using Template Method (Structure)

Execute KETE or navigate as shown below

IMG Activity: Controlling _ Profitability Analysis _ Structures _ Define Operating Concern _ Sample
Operating Concern _ Use SAP Operating Concern Template.

In the following screen double click on highlighted

For example double click on shown below path

In the following screen enter Fiscal Year and select concern option and click on continue

The Result

The Manual or Customizing Method

Double click as show below two figures or execute KEA0

In the following screen enter Operating Concern name and in the following dialog
click on Yes and accept the next dialog box

Assign description select PA, save and click on Create button

In the following screen select respective char

The value fields

Check and Activate move back and accept the dialog

Click on Attribute tab select currency and Fiscal year variant (as per your
requirement)
Click on Save button and accept the dialog

The Result

Creating Data Source

Execute KEB0 in the following screen as name (suffix fallow the standard naming
convention for better control)

Select Operating concern and select create and click on execute

In the following screen assign description and check or un-check the required fields

Click on check and info catalog

Assign the package name (for transportation) click on local object

In fallowing select required fields

Click on save and Result

Replicating Datasource in BI
Execute RSA13 or RSA1 and Right click on respective component (Controlling –
Profitability Analysis) and click on Replicate Metadata
Continue as shown below

The Result