CO-PA Realignments

These sometimes need to be done when derivations are updated after postings have been made.

Transaction: KEND

Decide how you wish to select and update the data:

• Straightforward select and update with a fixed value?
• Select and update by getting the system to re-derive?   Ensure derivations have been setup already.  Note these will also apply to any new data posted, so you need to be clear whether the realignment is a one-off or whether the derivation needs to stay in place and you are just re-aligning the old data.

Create a run – can be run once only.

Create a number of requests under each.

For each request you need to

• Select the data you wish to update (by selecting by characteristics).  For example If I want to update all records that have industry = “COM” and then set those records “GROUP” field to “COMMERCIAL” then I will do the following:
• Select the industry row, click on the down arrow to have it appear in the box below.  It will probably start with a value of # (which means select all data where that field has not been populated).
• Change the value to “COM”

• Specify the data to be updated.
• First say which fields are to be updated.  A default set is proposed. Remove  the ones that you do not wan to update by selecting them and then clicking the right arrow to move them back to the “Do not Change” box.

In this example, we are going to use a derivation that has been setup, so we need say no more for this request.

Direct Update example:

 You can also directly "force" in values based on some selection criteria.  

Realignments can then be run in “test”, real or “restore” mode.  They will always run in background.

Typically summarised or frozen data will have to be rebuilt.