CO-PA : Help with Record type (transaction KEP1)

[Former Member]

Hi Gurus,

I have been assigned the task of displaying the total value of an invoice in transaction KE30 (profitability report) - selected via sales order : as it is now the report only shows the amount that has been invoiced (which is a part - 1/12 to be exact - of the total amount). For this purpose a new record type has been created but not knowing CO-PA that well I cannot see the connection between the record type and the account, where in customizing do I find the link?

Furthermore any ideas on how to proceed after that?

Ryan

[Former Member · Accepted solution]

Hi,

Check the below thread posted on Marc 13 2007 on Record types

And

And refer sap help

http://help.sap.com/saphelp_erp2005/helpdata/en/7a/4c3f6b4a0111d1894c0000e829fbbd/frameset.htm

Hope this helps

Assign points if useful

Thanks

Radhika

[former_member184941]

Hi Ryan,

You have to confirgure your report or form accordingly in KE32 so that you get record type as a selection criteria. These settings can be done in the form.

Cheers,

Abhi

[former_member184941]

Hi Ryan,

I understand that you have already activated CO-PA and values are flowing from SD to CO-PA. Please remember that only invoiced values will flow into CO-PA. That means only after billing you get a record type F in CO-PA. You can create your own record types in transaction KEP1 and then assign number ranges for it in KEN1. Sales Order only creates record type A.So if you want to see the report for the total sale order you must select record type A. I don't think you have create a new record type to display the value in KE30.

I hope it helps. Kindly assign points if satisfied.

Regrads,

Abhisek Patnaik

[Former Member]

Hi Abhisek,

sounds like you are on the right track. How do I select record type A and where?

Is it in customizing or ?

As I said complete starter in CO-PA.

Ryan

[Former Member]

Hi,

Firstly to get sales order information into COPA you must activate this in Activate Transfer of Incoming Sales Orders transaction KEKF in the IMG.

The record type then is how COPA defines the source of the data for example

A Incoming sales order

B Dir.posting from FI

C Order/proj.settlemnt

F Billing data

If you run transaction KE24 Display Line Item List Actual the first parameter if the Record type.

When you define your own report in KE30 you can choose the record type from the characteristics list and when you execute the report you can then choose record type A for sales order information. You can use this characteristic in side by side columns in a form defined report to compare sales order against billed info.

Hope this helps

Siva