Set up transfer of sales agreements

In this step, you can activate the transfer of customer agreeements from Sales and Distribution (SD) to Profitability Analysis (CO-PA).

Requirements

Recommendation

In general, it makes sense to transfer customer agreements (especially promotions) to CO-PA if you want to be able to control your sales and promotional campaigns in CO-PA. This transfer makes it possible to analyze your budgets and the available funds at an early point in time (as soon as you have created funds for a promotion).

Activities

Specify that you want to transfer the condition types relevant for monitoring sales and promotional budgets to CO-PA.

Further notes

Note that in this step, you are maintaining the same table as in the step Assign value fields. If you delete an entry here, it is also deleted in that step.