Regeneration of COPA documents for Sales Order change with changed COPA

Key fields:

Purpose:

In this example Customer Master Country is changed after the Sales Order is
created. Now the expectation is Sales order related COPA line items should reflect
with changed Master Data parameters (i.e. Changed Country value should
reflect). Derivation rule is already created for flowing the Sales Order/Customer
Master key parameters such as Partner Functions, Country .etc.

Business scenario and Solution step by step:

1. Sales Order Created-COPA document created after release from Credit block

When the Sales order 8859158 (ZINV) is created and released from Credit Block. At this point Country
has AT which is derived from Customer Master.

2. Sales Order Changed to remove Delivery/Billing blocks-New COPA document created

-At this point delivery/PGI is created. New COPA Sales order lines for cancelation lines (4) for old COPA
document and new COPA document lines (4) created to reflect the Blocks removed status.

3. Billing is generated –No change in COPA Sales Order data-New COPA Billing lines generated
4. Change the Customer Master/Sales Order Country (from AT to CH) and other COPA relevant
fields.

At this point no changes triggered in COPA Sales Order lines. Because the Sales Order Key
fields are changed after the PGI/Billing is done. So the changed values will not automatically
reflect in COPA to make sure Key fields of Sales Order COPA lines and Billing COPA lines are in
sync. This change would have been replicated automatically had this change was done before
billing is processed. But redefined COPA data is prepared and stored in Sales Document
Account assignment which will not flow to COPA. Basically this mimics the functionality of
KE4F (Prepare subsequent posting of Sales orders to COPA which is normally used at the time
of COPA go lives). Notice the changed Country value (CH) in Sales Order COPA Assignment.
COPA data –Notice the change for both Sales order lines and Billing lines are not reflected with Changed
Country value.

5. Execute COPA tools to correct the COPA postings.

KE4T –Subsequent posting of Sales Order data into COPA

Make sure Check for existing records is not selected. This will help to create correction postings.

Select the No lock on sales documents option. Can do it in test mode and check the COPA fields.
Highlight the line and click on Characteristics option to see the new COPA field values.
6. Now remove the test indicator and run the actual run for KE4T
Notice the COPA updates to Sales order line items-Reversal documents and regenerated documents
are created as expected. At this point no changes for COPA billing line items.
7. Run the KE4S to correct the Billing Line items

Select the options

Check box – Re-determine the COPA segment
Radio Button – Reversal of line items

These two options will help to post reversal and regenerated COPA billing documents
Can run first in test mode and later do actual run
Actual run –

Observe the changes posted in COPA for billing lines (cancel and regeneration)