COPA Document not posting

[athaus_zehrang]

Hi Experts,

When i do a billing from SD, COPA document gets posted when i give profit center. But when i give a WBS element instead then no copa document gets generated. This is required since the PS module wants to have analysis WBS wise and if we post to profit center then the PS report does not get reflected with the profitability project wise.

Please advice how to trigger posting when cost objects like WBS or Internal Order is selected while billing.

[Former Member]

You need to settle the WBS element by defining the settlement rule as PSG then only it will flow. At the Top node the settlement rule need to be define.

[athaus_zehrang]

Hi Monika,

We dont use settlement rule for doing billing in vf02. COPA is generated when profit center is used and does not work when WBS or Internal Orders are used

[ajaycwa1981]

Hi Athaus

COPA doc gets generated when you enter PC - Its Logical!!! PC is not a Cost object.. thats why COPA doc gets generated

When you enter a WBS or IO COPA doc not gets generated - Again its Logical!! Because, WBS and IO are real cost objects... If you enter a Statistical IO or Stat WBS, your COPA doc would generate

However, you need to ensure that PC/Busn Area in WBS/IO and the PSG is same...

Hope this helps!!

br, Ajay M

[athaus_zehrang]

Hi Ajay,

PC in same in WBS and PSG. If they only update PC in billing then project reports are not getting updated

[former_member184941]

Hi Athaus,

There can be only one real account assignment in a billing document. Once you have COPA active in your system PSG is always taken as the real account assignment. However if you enter another real account assignment i.e WBS, IO, Sale order then the COPA gets statistical entry.

In these cases the WBS or IO must be setteled to COPA through a settlement rule. Please check note 20254 for further details on how value flows to COPA from billing document.

It is not possible to have 2 real account assignments in the same document.

Regards,

Abhisek

[Former Member]

Hi Athau:

Perhaps, you could create an statistical WBS element in the same project to post revenues. Then, you might try to post the real posting to COPA and statistical posting to PS. So you would get updated PS information system and PA.

Best regards

  Jose

[athaus_zehrang]

Hi Experts,

At some point of time during the PS cycle we need to have COPA entry. During billing since we use Cost objects the COPA document is not generated. After billing RA analysis is done and then settlement of project is carried out, still no COPA document was not generated. At what point of time will COPA generate

[Former Member]

Dear athaus,

Please check Object class for cost object and whether you selected check box billing document is selected or not in operative indicators in wbs  and Check derivation rule for the same.

Thanks and regards

sadiq

[Former Member]

Dear athaus,

Please check KEQ3  for

PSPNR    WBS Element

RKAUFNR    Order

Thanks and regards

sadiq

[Former Member]

Hi Zehran,

We have completed the cycle in a different route all together, as we though that more appropriate. Revenues from the Sales order are posted to WBS (projects). This helps in analysis the projects in totality and also helps in result analysis and determining Percentage of Completion (POC) based reveue calculation. That is the reason, the flow of revenue (like costs ) will be Sales Order > WBS Element > (POC determination if applicable) > WBS settle to COPA either with completion contract method or through POC method.

Please see if this suits you and you.

Regards,

R C Sabat

[athaus_zehrang]

can you elaborate the last step - settlement of wbs to copa

[Former Member]

Here is the total flow:

1. WBS is assigned as CO object in Sales Order. So that revenue flows to WBS Element.

2. In the settlement receiver of the WBS element you can maitain the COPA segment. This may also involve some of the characterstics from Sales order need to be reenterred here. There a bit lengthly process also to update the COPA characters automaticaly.

3. You may need to change the settlement profile for the WBS Element. A to settle to COPA, B. The COPA allocation structure to map the senders (Cost Elements / CE groups) and receivers (value fields).

If you wish to avoid the automatic creation of the COPA segment, it is easy.

Regards

RCSabat