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KE4S Post billing documents to CO-PA Manually
Category : Sales Distribution
Yesterday we had SAP link problem from SD to COPA. Some invoice documents did not generate profitability analysis document (CO-PA), while billing document and accounting document was ok. Then we have two problems: the first is why some invoice document did not generate CO-PA document, and the second is how to generate COPA document manually based on invoice document.
The crucial case is how to generate COPA document manually because they are used for analytic reporting. After googling and ask to some expert, finally we have solution. We can create COPA document manually using T-Code KE4S. Transaction code KE4S is used for the functionality: Post billing documents to CO-PA. It is dealing / opening with the SAP report name: RKERV002.
How to use KE4S
Select billing document that want to be posted to COPA. It can be individually (per billing number) or mass.
There 3 control parametes: Test run, Create log and Redetermine profitability segment.
- Test run, If we choose this function, the transaction peforms a test run. The database is not updated.
- Create log, If we select this function, the system will create a processing log when we execute the transaction.
- Redetermine profitability segment, If we select this function, the system will delete and redetermine any existing profitability segments in the data record to be posted. It does this prior to posting when the transaction is executed. It will only do this if the data record has already been posted to Profitability Analysis and we want to correct it. We should only select this function in exceptional circumstances, if a data record contains an incomplete profitability segment, or one which contains errors, which might be the case after a derivation rule has been changed. Note that any manual entries in the data record will be lost if we select this function. Also, the profitability segment will not be updated in the sender document of the data record. This means, for example, that a billing document will continue to have the old profitability segment, rather than the new one. We should not normally use this function!
The other option on selection screen is update control:
- Check for existing records, If we select the option Check for existing records, the system checks whether each selected billing document has already been transferred to Profitability Analysis. The only billing documents that are transferred are those that have not yet been transferred to Profitability Anaylsis. If we are sure that the data records we want to repost do not contain any existing data records, we can deactivate this option, as the check is no longer necessary and the transaction can be executed more quickly this way. This is the case, for example, when we transfer data to Profitability Analysis for the first time. In a live system where data has already been posted to Profitability Analysis, we should not select this option for safety reasons, in order to avoid posting the same billing document twice.
- Reversal of line items, If we select the option Reversal of line items, the system checks whether each selected billing document has already been transferred to Profitability Analysis. All CO-PA line items belonging to billing documents that have already been transferred are reversed. All selected billing documents are then transferred to Profitability Analysis again. We should select this option if we want to correct existing data records by reversing existing data and then reposting it. Note that, if we select this option, the system creates at least two new data records (reversal and reposting) for each data record we want to post! If we perform this function more than once, the system does not reverse reversal documents already created. This means that only the last data record to have been booked is reversed. If we are sure that the data records we want to repost do not contain any existing data records, we should not use this option. In this way, no reversal is made and the transaction is executed more quickly.
- Posting without check, when we select the option “Direct posting”, all selected billing documents are transferred into Profitability Analysis.No validity check occurs to test whether individual billing documents have already been posted to COPA. Billing documents that have already been posted are not canceled in COPA.We should only select this option if we are absolutely sure that the quantity of data records to be posted does not include any data records already present. We can be certain that this is the case if, for example, data is being transferred for the first time to COPA. If data records posted previously are included and the option is selected, any data records already present in COPA will be present in duplicate after the transaction!
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