KE21S – An Insight to COPA Valuation Simulation
In this blog, lets us look at some of the dominant features of one of the Simulation Tools available for COPA. Like KE4ST, transaction KE21S is also for simulation of valuation flow. Simulation of both Plan and Actual versions are possible, based on the ‘Point of Valuation’ chosen. Some of the features given for KE21S are also available in KE21N. This write-up should be certainly useful for those who are still catching up with various COPA functionalities. In a nutshell, something like a 360-degree view can be obtained from these simulations. Let us see more in detail with graphical illustrations.
To begin with, I am giving below two links that gives good insight related to COPA Document flow simulation. Also, in the third link, the ‘document relationship’ part is available; which is also associated with this article.
KE21S – Step by step process:
Here what we would simulate is the derivation of Characteristics along with Value fields for a given record Type, Version and Point of Valuation. The kind of entries that would be generated in real-time can be seen beforehand. This would be useful for both understanding the flow or to make necessary modifications in the design. When new Plan versions are created this would come-in very handy.
In the first screen, basic details can be entered. A reference document can be given, to get existing Characteristics and Value fields to be used. After the data is displayed in the following screen, it is still possible to change these values and try out the simulation.
In the next screen the data is auto populated, since we gave a reference document. We can move to all Tabs and see the available information. In case, no reference document is given, the screen would be blank, and we must input all the required data.
There is a feature called “My Entry Aids” and this can be used to store our default data. Once we store some Characteristics / Value fields for reuse, the same can be saved using the icon as shown in the screen below. We give our own names for these entry aids. We can create as many required for our test or analysis purposes.
Proceeding further, we should update the value fields with required data and Press ‘Valuation’ button. At the top, there is an option to toggle between Fields names and Technical names.
At this stage, we could notice in the pull-down menu –> “Extras”, several options are visible. Presume this could vary based on input values and data.
We can navigate into all these options to explore for ourselves. Giving below the output for a few of these options.
Option 1 – Characteristics Derivation – It branches off to derivation details, similar to what we could see from KEDR using the ‘test’ option.
Option 2 – Tab “Valuation Strategy” gives a high-level detail of active User Exits, Cost sheet etc. Drill down is possible on individual lines.
Tab – Result of Valuation – gives complete details as in the below screen. All fields have been shown here for info purposes.
With updated values the screen appears as follows; the input values and also the derived values are displayed.
Further depending on the selection and input data, more options could be seen. In the below case, we see in the Analysis field a ‘Lens icon’ is available. So, we can drill down further to see the underlying details. The first line relates to ‘Material costing’ and the last line comes from ‘Costing sheet’.
When we double click first line, the below screen opens-up with Material Cost Estimate info. There are again four push-buttons available for further drill down. They branch off to other transactions.
When we double click last line from ‘result of valuation’ screen, the below screen opens-up with Conditions and Cost Sheet info. Again, there are four push-buttons available for further drill down.
Option 3 – This options takes us to Transaction KEPC.
Likewise, in the pull-down menu –> “Edit” – there is an option to view ‘Condition Analysis’.
Details maintained in KE41/KE43 can be viewed from here.
Derivation / Valuations can be reset using the following options.
When the Valuation strategy is not assigned to a version and when KE21S is attempted, the below error would crop up.
Finally, from flow of valuation perspective, the best way would be to compile our COPA config details and link all the connected dots to get a clear picture. Just listing below some of the Transaction codes related to the simulation of valuation flow. This is not a complete list and could differ based on each organization’s design. Hence this is more like a sample structure that could be further extended as required. When all these are made available in an Excel, it becomes easy to analyze.