Updating Historical Record in COPA by Realignment When Organizational Structure Changes

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  • 8/6/2019 Updating Historical Record in COPA by Realignment When Organizational Structure Changes

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    Updat ing His to r ica l Record inCOPA by Real ignm ent WhenOrganizat iona l St ruc t ure Changes

    Applies to:

    Any business organization having CO-PA Implemented. This is applicable from SAP R/3 4.7 Version.

    For more information, visit the Enterprise Resource Planning homepage.

    Summary

    There is a possibility of change of Organizational Structure in regard to Product, Customer or Sales Structureand Management may look for the said change to be effected in all historical data posted in COPA. Its notfeasible to change individual document as number of records would be very high. This mass update ofrecords in COPA with structural change can be done using realignment in COPA.

    This article displays the process of creation/maintenance of realignment and updating of historical records inCOPA with organizational structure change.

    Author: Harish Kumar Singhania

    Company: Intelligroup Asia Pvt. Ltd.,

    Created on: 16 August 2009

    Author Bio

    Harish Kumar Singhania is a Chartered Accountant and has more than 10 years of total experience includingdomain. He is working as a Consultant with Intelligroup and has been part of FICO competency since March

    2006. He has worked for three years in production support and enhancement.

    SAP DEVELOPER NETWORK | sdn.sap.com BUSINESS PROCESS EXPERT COMMUNITY | bpx.sap.com

    2009 SAP AG

    https://www.sdn.sap.com/irj/sdn/bpx-erphttps://www.sdn.sap.com/irj/sdn/bpx-erp
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    Updating Historical Record in COPA by Realignment When Organizational Structure Changes

    Table of Contents

    Introduction ......................................................................................................................................................... 3Objective ......................................................................................................................................................... 3Business Requirement .................................................................................................................................... 3

    Solution ............................................................................................................................................................... 4Creation/maintenance of Realignment ............................................................................................................ 4Creation of request for Realignment Run and Maintenance of Select Condition and Conversion Rule ........ 5Testing of Realignment Run Created/Maintained ........................................................................................... 7Execute Realignment Run ............................................................................................................................ 10Display of Report After Execution Realignment Run (Local rpt 3 Changed) ................................................ 10

    Disclaimer and Liability Notice .......................................................................................................................... 12

    SAP DEVELOPER NETWORK | sdn.sap.com BUSINESS PROCESS EXPERT COMMUNITY | bpx.sap.com

    2009 SAP AG

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    Updating Historical Record in COPA by Realignment When Organizational Structure Changes

    Introduction

    As a solution provider you may have to update historical data posted in COPA due to OrganizationalStructure in regard to Product, Customer or Sales Structure

    Objective

    The objective of this article is to explain step by step process for creation/maintenance of realignment andupdating of historical records in COPA with organizational structure change.

    Business Requirement

    There may be a change in Organization Structure in regard to Product, Customer or Sales Structure likechange in Local Rpt3 or Change in Product Hierarchy of a Product etc. and Management may look for thesaid change to be effected in all historical data posted in COPA.

    SAP DEVELOPER NETWORK | sdn.sap.com BUSINESS PROCESS EXPERT COMMUNITY | bpx.sap.com

    2009 SAP AG

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    Updating Historical Record in COPA by Realignment When Organizational Structure Changes

    Solution

    Procedure

    Access the activity using one of the following navigation options:

    SAP Menu AccountingControllingProfitability AnalysisMaster

    DataMaintain Realignments

    Transaction Code KEND

    User Actions and Values 1. Creation/Maintenance of Realignment

    2. Creation of request for Realignment Run andmaintenance of Select Condition and Conversion Rule

    3. Testing of Realignment Run created/maintained

    4. Execute Realignment Run

    Result Historical records in COPA are updated with organizationalstructure change based on select condition and conversion rule

    Creation/maintenance of Realignment

    Click on create Realignment run

    Enter the short text. This is naming of realignment run that is to be created.

    SAP DEVELOPER NETWORK | sdn.sap.com BUSINESS PROCESS EXPERT COMMUNITY | bpx.sap.com

    2009 SAP AG

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    Updating Historical Record in COPA by Realignment When Organizational Structure Changes

    Creation of request for Realignment Run and Maintenance of Select Condition and Conversion Rule

    After creating realignment run, create request for realignment run

    Enter the short text for realignment request.

    Under Select Condition, select and assign characteristics for which realignment is to be done.

    SAP DEVELOPER NETWORK | sdn.sap.com BUSINESS PROCESS EXPERT COMMUNITY | bpx.sap.com

    2009 SAP AG

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    Updating Historical Record in COPA by Realignment When Organizational Structure Changes

    After completing the select condition, we have to set the conversion rule. This is the setting up ofcharacteristics for which changes are be made for the selected condition assigned. If any particular value isbe replaced without making changes in master record, select the characteristics in conversion rule and pull itdown and enter the characteristic value that need to be replaced.

    SAP DEVELOPER NETWORK | sdn.sap.com BUSINESS PROCESS EXPERT COMMUNITY | bpx.sap.com

    2009 SAP AG

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    Updating Historical Record in COPA by Realignment When Organizational Structure Changes

    Testing of Realignment Run Created/Maintained

    To do this click on test monitor

    SAP DEVELOPER NETWORK | sdn.sap.com BUSINESS PROCESS EXPERT COMMUNITY | bpx.sap.com

    2009 SAP AG

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    Updating Historical Record in COPA by Realignment When Organizational Structure Changes

    Mention the record type, Reference Document Number and Reference Item Number. We can also mentiononly PA Segment Number.

    Click on test realignment run

    SAP DEVELOPER NETWORK | sdn.sap.com BUSINESS PROCESS EXPERT COMMUNITY | bpx.sap.com

    2009 SAP AG

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    Updating Historical Record in COPA by Realignment When Organizational Structure Changes

    We can see the characteristic Local Rpt3 new characteristic value changed to DE3-800041

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    2009 SAP AG

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    Updating Historical Record in COPA by Realignment When Organizational Structure Changes

    Execute Realignment Run

    We can execute with start time or without start time. If we execute with start time, time of scheduling the jobwill be prompted and if without start time, job will be scheduled but not released.

    Executed with start time.

    Display of Report After Execution Realignment Run (Local rpt 3 Changed)

    SAP DEVELOPER NETWORK | sdn.sap.com BUSINESS PROCESS EXPERT COMMUNITY | bpx.sap.com

    2009 SAP AG

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    Updating Historical Record in COPA by Realignment When Organizational Structure Changes

    Related Content

    Profitability Analysis (CO-PA) on help.sap.com

    For more information, visit the Enterprise Resource Planning homepage.

    SAP DEVELOPER NETWORK | sdn.sap.com BUSINESS PROCESS EXPERT COMMUNITY | bpx.sap.com

    2009 SAP AG

    http://help.sap.com/saphelp_46C/helpdata/EN/7a/4c48c64a0111d1894c0000e829fbbd/frameset.htmhttp://help.sap.com/saphelp_46C/helpdata/EN/7a/4c48c64a0111d1894c0000e829fbbd/frameset.htmhttps://www.sdn.sap.com/irj/sdn/bpx-erphttps://www.sdn.sap.com/irj/sdn/bpx-erphttp://help.sap.com/saphelp_46C/helpdata/EN/7a/4c48c64a0111d1894c0000e829fbbd/frameset.htm
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    Updating Historical Record in COPA by Realignment When Organizational Structure Changes

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    Disclaimer and Liability Notice

    This document may discuss sample coding or other information that does not include SAP official interfaces and therefore is notsupported by SAP. Changes made based on this information are not supported and can be overwritten during an upgrade.

    SAP will not be held liable for any damages caused by using or misusing the information, code or methods suggested in this document,and anyone using these methods does so at his/her own risk.

    SAP offers no guarantees and assumes no responsibility or liability of any type with respect to the content of this technical article orcode sample, including any liability resulting from incompatibility between the content within this document and the materials andservices offered by SAP. You agree that you will not hold, or seek to hold, SAP responsible or liable with respect to the content of thisdocument.