1. Multiple currencies in
costing-based Profitability Analysis
You can plan in CO-PA in either the operating concern currency or
the company code currency. You specify which of these currencies
you want to use for each plan version. This "basic" currency can be
translated to the other currency in reports, or you can store the
data in the other currency by copying the data to another plan
version that uses that currency.
2. Derivation check
In Customizing for plan versions, you can select the "Check
derivation" indicator. If you do, the system checks each
profitability segment in planning to see whether the specified
combination of characteristics is compatible with your derivation
strategy. Example: You specified a product group in the general
data selection and a product in the lead column. If "Check
derivation" is active, you can only enter products that belong to
the specified product group.
3. Form-based planning
With the function "Propose rows", you can fill the lead column in
your planning layout with characteristic values. If the "Check
derivation" indicator is active in the current plan version, the
system checks the compatibility of the characteristic values with
the derivation strategy. For example, if your lead column contains
products and your general data selection contains one product
group, the system only displays the products that belong to that
4. Customer enhancements for planning
Customer enhancement COPA0006 lets you program your own planning
functions. This enhancement is also available for the automatic
planning transactions. Here are some examples of what you can do
with this enhancement:
Distribute annual values to periods using a distribution key
that is dependent on a certain characteristic
Define revaluation factors that are time-dependent or dependent
on a certain characteristic.
Ereignisplanung: Bewertung mit prozentualen oder additiven
Distribute annual values to periods on the basis of reference
"Roll-forward planning": update your period plan by rolling the
plan/actual variances of past periods to the future periods so that
the annual value remains the same.
5. Print formatting
The "Print formatting" function displays the data on the planning
screen in list format. You can then print this list.
These functions lets you move or copy values from the planning
screens to the clipboard and insert them somewhere else on the
7. Change values
This function lets you modify the values contained in a selected
area of the planning layout. The available change functions are
"Revaluate" and "Add".
"Revaluate" means that the value in each selected cell is
increased by a specified percentage. You can also specify negative
percentages to decrease the values.
If you choose "Add", the system interprets your entry as a
value that is to be added to all the cells. Here too, you can also
enter negative values to subtract them.
This function lets you insert a new line anywhere in the
9. Undo entries
With this function you can undo all the entries in the last dialog
step. You can undo up to five steps. If you performed this function
accidentally or changed your mind, you can also redo all five steps
using the "Redo" function.
10. Next layout
"Next layout" is only available if you are using a planner profile.
This lets you scroll to the next planning layout in your planner
profile. You need to save the data on the current layout before
going to the next one.
You can display subtotals in the planning layout. When you choose
"Settings -> Lead columns", you can specify for each lead column
whether subtotals should be displayed. If your planning layout
contains more than one lead column, the system displays subtotals
each time a new value begins in the left column.
12. Authorization check
The authorization object K_KEPL_VER for plan versions, which was
previously used in automatic planning (complete planning) is now
also checked in manual planning. The authorizations for
characteristics in CO-PA planning that you define in Customizing
are also still checked.