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Question on CO-PA record type A and F

Hello,

I am not knowledgable in CO-PA, but was hoping to get some input on CO-PA, specifically the record types A & F. I would like to create a report that analyzes incoming sales orders and billing values by Month.

The purpose is to get a rough estimation (sales backlog data + current month's billing docs) of this month's sales figures.

Is this possible via CO-PA?

By looking at KE24 (actual line items), I am wondering if this is even possible.

The F values (Billing) seem straightforward, as they are generated at billing document creation. But the A values (incoming sales order), which are created at sales order creation, dont appear to be updated when the subsequent Billing doc (F record) is created (or at least as far as I can see).

How can I total A and F values correctly if A values are not updated (reduced)? If this is the case it would seem odd, as the value of Incoming sales order field would be useless for the current month.

Any input would be greatly appreciated.

Regards

Ken

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    author's profile photo Former Member
    Former Member
    Posted on Dec 23, 2008 at 09:50 AM

    Hi Ken,

    In my opinion you should not use CO-PA for your requirement. Record Type A would not be automatically reduced with acutal billing though you can always think about work arounds with valuations.

    The purpose of Record Type 'A' is or organizations which have order target and profitability is worked on with orders like probably Huge construction companies which talks about the order book full for next 3 years with so much of profitability. Mostly in these organizations the order fulfillment time is huge and may be even accross years.

    Hope this helps you.

    Varadharajan

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    • Varadharajan,

      Thanks for your response, I appreciate it. The example you provided makes sense.Order fulfillment time is very short for our company, so the data will be skewed.

      It would have been nice to use the hierarchies in CO-PA !!

      Im wondering if there is anything else out there that will allow me to see this data (short of looking at 2 separate reports or BI).

      regards

      Ken

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