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