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Characteristic flow from WBS to COPA

Hi

The business scenario is Project Definition --> WBS --> Network.  All Cost posted to Network and WBS.  The Sales order will be created to bill the customer.  Sales order item line will have an assignment of WBS element.  Once billed the revenue will flow to WBS.

Once the work is completed and billed, the cost and revenue will be settled to COPA.  When we create a settlement rule, the PA segment is not showing up Sales org. Dist. Channel and Division.  How to capture Sales org., Dist. Channel and Division in PA segment.  Whether it can be achieved without enhancement in COPA?  If not, how to get those field value?

Thanks in Advance

Venkat

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1 Answer

  • Jul 15, 2015 at 02:36 AM

    Hello Venkat,

    If you create a settlement rule MANUALLY (within CJ20N), it's your task

    to enter most char values on the profitability segment screen (because

    it's user's responsibility to take care of the char values in case of a

    manually created settlement rule) - only very few char values are auto-

    matically filled by the system.

    Transaction CJB2 works in a different way: an AUTOMATICALLY created settlement rule

    contains the COMMON data of all SD documents that refer to the WBS ele-

    ment for which CJB2 was executed - especially the sales order number if

    there is only one sales order involved.


    Please also refer to SAP note 332909. As mentioned in note 332909,

    Within function 'Automatic generation of the settlement rule', the sales and distribution documents assigned to a WBS element are read and their master data are used for result account assignment during the derivation of the characteristics. Here, sales and distribution documents of the following category are taken into account

    • Quotation                (category  B)
    • Order                    (category  C)
    • Contract                (category  G)
    • Free     order                   (category I)

    If several sales and distribution document items are assigned to a WBS element, the system will only take those master data attributes into account which are common to all items. The respective characteristics of the profitability segment (for example, sales order number) are not filled during the derivation.
    Via the subsequent program modification, you can restrict the sales and distribution document categories further. This can be useful, for example, if the sales order number is managed as a characteristic of the profitability segment.
    You must bear in mind that the program changes are a modification which will not become part of the R/3 standard.

    Best regards,

    Ronghua Fan

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