Thursday, February 23, 2017

ERA22A41 - CO-PA Realignments

Business Process and System Design - CO-PA Realignments . This article outlines the end to process flow and system design for SAP COPA Realignment.


Introduction

SAP CO-PA module is used for analyzing Profitability by different dimensions/segments. Profitability by Customer, Product or combination of Customer, Product and Region etc., Characteristics are defined from fields from Customer, Material/Product and derived from Master Data and Transactional data at the time of transaction processing.

Over a period of time, the original definitions of Characteristics may change and Reports based on change characteristics can not be compared with old values unless old values are converted or adjusted to new definitions.  Realignment is a tool in SAP to perform the conversion of old line item data to reflect new definitions of characteristics.  This is very important for Management Reporting

Realignment

Realignment is process of adjusting characteristic values in COPA retrospectively for line items based on conversion conditions.  This is inbuilt functionality for both types of Profitability Analysis - Costing Based and Account Based.   

Realignment Run

Realignment is performed with Realignment Run and one run can combine multiple Requests. The job execution is at Run level and system update the status of Run - New, Scheduled, Running , Cancelled or Successful. The Run can be scheduled as background job with immediate or with specific date

Realignment Request

Requests are created within a Run. Every request combines set of selection conditions for selecting specific data for conversion.  Logical set of data change is combined within a specific Request


Business Case - Demo

Following example shows the step by step execution of Realignment. Two characteristics -Material Group 1  and Material Group2 . Material Group1 is realigned based on Derivation rule after changing the Material Master Data and Material Group 2 is changed directly without subjected to Derivation

End to End Process

Check Line Item Data in COPA (KE24)

Following KE24 report shows that line items with  Two characteristics -Material Group 1  and Material Group2 . having no values. After performing the Realignment the values are expected in these two fields based on the conditions defined in Request


Check Material Master (MM03)

Material Master view Sales Org2 provides Material Group 1 to Material Group 5 fields. The original values is shown as empty. This Material group1 would be updated with OTH




Update Material Master (MM02)

Material Master view Sales Org2 provides Material Group 1 to Material Group 5 fields. The original values is shown as empty. This Material group1 would be updated with OTH


Define Realignment (KEND)

As of 1610  Realignment is made available again. During version 1511 the Realignment was not available



Define Realignment (KEND)
As of 1610  Realignment is made available again. During version 1511 the Realignment was not available



Realignment Request



Request Selection



Conversion Conditions – Realignment with Date


Conversion Conditions – Realignment without Date


Two Requests under one Run




Process the Realignments


Process the Realignments Job


Realignment Job Overview





Check Line Item Data in COPA (KE24)
Following KE24 report shows that line items with  Two characteristics -Material Group 1  and Material Group2 . having values changed. Material Group1 is changed only after a specific date and Material Group2 is changed across all line items.



Restore (KEND)

Restore functionality is available for cancelling the realignment run, if there are any data issues generated





Summary

Realignment Tool provides to adjust COPA line item data in SAP for Profitability Analysis based on current structure of Characteristics. In S4 version of SAP, Data in GL table - ACDOCA also updated to have reporting adjusted automatically

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