Flexible Planning: Interface with Profitability Analysis (CO-PA)

Description

You can now transfer data both to and from Profitability Analysis (CO-PA). For example, you might use the sales plans you receive from CO-PA as the basis for creating sales and production plans in Flexible Planning. Having finalized these plans, you might pass the results back to CO-PA, which works out the cost of producing the planned number of units.

This function is supported for the consistent and level-by-level planning methods.

You trigger the transfer of data from Flexible Planning to CO-PA in Flexible Planning. This is done with mass processing. You trigger the transfer of data from CO-PA to Flexible Planning in CO-PA with transaction KE1K. This is done either online or in the background.

The system converts automatically between units; that is, currency units, units of measure, and period units.

Changes in procedure

Transferring Data from Flexible Planning to CO-PA

The following steps describe how, starting from Flexible Planning, you transfer flexible planning data to CO-PA.

1. Create a key figures assignment profile in Customizing view V_LISCOPAK.
This profile specifies which key figure and information structure in Flexible Planning corresponds to which key figure and operating concern in CO-PA. This profile is used by both Flexible Planning and CO-PA. It can be used to copy data in both directions. However, we are here describing the transfer of data from Flexible Planning to CO-PA. Therefore, the key figure in Flexible Planning is the source key figure and the key figure in CO-PA is the target key figure.
The system converts automatically between currencies or units of measure. However, the units of the key figures must be of the same type; that is, you can transfer from one currency unit to another, or from one unit of measure to another, but not from a currency unit to a unit of measure or from a unit of measure to a currency unit.
Note that this key figures assignment profile is different than the one you use to copy key figure values from one information structure to another.
2. Create a characteristics assignment profile in Customizing view V_LISCOPAM.
This profile specifies which information structure and characteristic in Flexible Planning correspond to which operating concern and characteristic in CO-PA. This profile is used by both Flexible Planning and CO-PA. It can be used to copy data in both directions. However, we are here describing the transfer of data from Flexible Planning to CO-PA. Therefore, the characteristic in Flexible Planning is the source characteristic and the characteristic in CO-PA is the target characteristic.
If you transfer to an information structure for which level-by-level planning is defined, make sure you define the level to which the transfer should be made precisely; that is, enter the characteristic of that level as well as all the characteristics on all higher levels, without leaving any gaps.
Example
Counter CO-PA characteristic LIS characteristic
1 VKORG VKORG
2 ARTNR MATNR
3 KUNDE KUNNR
In this example, data is transferred to the customer level of the information structure.
If you transfer to an information structure for which consistent planning is defined, the data will automatically be aggregated and/or disaggregated from the level to which you transfer it.
3. Create a CO-PA profile in Customizing view V_LISCOPAZ.
This profile brings together the profiles you created in steps 1 and 2. It also specifies which flexible planning version corresponds to which CO-PA version. This profile is used by both Flexible Planning and CO-PA. It can be used to copy data in both directions. However, we are here describing the transfer of data from Flexible Planning to CO-PA. Therefore, the flexible planning version is the source version and the CO-PA version is the target version.
4. Create a mass processing activity. Enter COPA as the action and the name of the profile you created in step 3 as the CO-PA profile. The future periods of the planning type you enter here define the planning horizon for which the data will be transferred.
5. Create a mass processing job with a variant. The activity is the one you created in step 4.
6. Schedule this mass processing job.

Further notes

See also the release note

New Interface for Data Exchange Between LIS and CO-PA.