PA segment mandatory in FI entry

[Former Member]

Hi SAP experts,

I have a question regarding PA segment. We have some material revaluation and scrap accounts which value need to be transferred from both MM and FI to COPA along with product information and customer information in PA segment. We cannot set PA segment mandatory field in those GL, otherwise we will get error message in MM/FI interface. We can only set it as optional field. However, we also want PA segment as mandatory field in FI entry which we cannot achieve now.

Do you have any suggestions on how to make PA segment as mandatory field in FI when we cannot set it as mandatory filed in field status group? I have tried validation rule user exit, but ABAPer said PA segment filed is not reachable in the user exit level.

Thanks in advance,

Sara

[ajaycwa1981 · Accepted solution]

Hi Sara

Your requirement is that when a material is revaluated or scrapped, it triggers a gain/loss entry.. You want this to post to COPA.. Am I right?

Note that, there is no customer info available at this point of time usually. Eg - Inventory revaluation triggered on account of Change in Std cost of a material

In OKB9, default the cost element to Prof Segment and the entry will be triggered to COPA.. You just need to ensure that the CE is mapped to a Val Field in KEI1.. Record type in COPA will be B

Check whether the system populates the material no in COPA doc or not.. I think it wont!! If it does not, then you need to use FI Substitution (OBBH) and call the Function module COPA_PROFiTABILITY_SEGMENT to populate the Material no. etc into the Prof segment

Another option is exit COPA0002  / COPA0005 in COPA to update the desired chars

If you want to make any Char mandatory while making a COPA posting, you can make use of Char groups (KE4G / KEPA OR IMG Path: COPA> Actual Value Flows > Initial Steps > Char groups)

Br, Ajay M

[Former Member · Accepted solution]

Thanks, Ajay.

You are right that I need those value either from MM or from FI posted to COPA. I really doubt if those posting should go to COPA, but user insist it because of a report requirement. Like you said there is no customer information for those posting, so we derive a higher level Market from company code. In MM, we can get product infor from PO. So there is no issue if user enter it in MM.

However, if user enter it directly in FI module with FB60, there is no control to make sure user enter requested fields in Profitability Segment since PA segment is not mandatory in field status group. Then there will be information missing in that report customer wanted.

I have tried validation rule user exit, but ABAPer said PA segment filed is not reachable in the user exit level.

Sara

[ajaycwa1981 · Accepted solution]

Hi Sara

You can achieve that. Really..

Create a char group as I mentioned above. Inside it, specify the chars you want to see while entering a doc from fi to copa. And for each char you can specify whether it is optional or mandatory

Assign this char group to business transaction rfbu or to record type B using the same IMG path mentioned above

Note that this char group will apply to all GL accounts and all fi postings to copa. If you Want a different char group for some gl accounts, create another char group and mention the logic in user exit copa0003

Ajay M

[Former Member · Accepted solution]

Thanks a lot, Ajay!

Currently, there is one chara group is assigned to RFBU in our system. And the requested fields in that chara group are the fields I needed. But system did not check PA segment when user post entry via FB60. I think it is because PA segment is different than cost center and somebody need to hit it in order to have PA segment window.

If you insist that user exit copa0003 will work, I will ask ABAPer to give it a try.

Thanks again.

Sara

[ajaycwa1981 · Accepted solution]

Hi Sara

If you want to make PSG as mandatory for a GL account - You need to do it either in Field Status Group or FI Validation

Once you choose PSG as cost object, then the Char Group will come into picture and ensure that the chars you specified as mandatory in the Char Gruop are filled.

You need to check why the Cost center was filled in FB60. Was it automatic or manually filled by the user. If you enter anythiing manually, the OKB9 wiill be over ridden with your manual entry

Ajay M

[Former Member · Accepted solution]

Hi Sara,

Did you try through FB01 , after you make the PSG as mandatory through GL FSG.

[Former Member]

Hi Sara,

This is continuation to the Ajay's email, the first screen shot is  KEPA, for creating field as mandatory by creating Characteristic group, the second screen shot KE4G, for assignment  of Characteristic group to business transaction RFBU.

By

Ram

[Former Member]

Hi Sara,

I don't understand the requirement, what should be achieved during MM posting (which triggers FI / CO posting) with respect to PA segment, what should be achieved if the posting happens in FI (without a logistics document as the first document in the document flow)?

BR Christian

[Former Member]

Thanks, Christian. There is no issue if user enter in MM directly, but there is no control for Profitability segment if user enter in FI directly since we cannot set PA segment as mandatory in field status group.

[msshihab1987]

Hi Friend,

I think you have to use 2 option for this purpose

Hi Friend

I think if the entry is posted from MM default profit center assigned to this Article will be updated in the profit center field for the accounting document,

second one is that you can assign a default profit center using FAGL3KEH and derive profit center by creating derivation rule with 3KEI

[Former Member]

Thanks, but what I need is some fields in profitability segment.