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SIMG_CFMENUORFBOBDF - Select Standard Evaluations

PERFORM Short Reference   General Data in Customer Master  
This documentation is copyright by SAP AG.

In this process step, you define the contents of your Accounts Receivable and Accounts Payable information system by using a three-step procedure. The three steps are called:

1. Evaluation views

2. Evaluation types

3. Reports

1. Evaluation views

You use the evaluation view to determine which volume of data is to be evaluated. To do this, you create a selection variant for the relevant account types for the specified data retrieval program.

You can use the evaluation view to make an organizational distinction between the evaluations.

Example: Your organization consists of two subgroups. One subgroup contains companies in Germany; the other subgroup contains companies in Switzerland and Austria. You create a separate evaluation view for each subgroup so that you can carry out the evaluations separately for each subgroup.
For each evaluation view, you create a separate selection variant for the data retrieval report. You specify the relevant company codes in the selection variants.

2. Evaluation types

You then define which evaluation types you want to use for each evaluation view. The following evaluation types are delivered with the standard system:

• Due date structure

• Payment history (for customers)

• Currency risk

• Overdue items

• DSO analysis (for customers)

• Terms offered/terms taken (for customers)

3. Reports

Under evaluations, you then determine the characteristics (for example, country/region, industry, or accounting clerk) by which the evaluations are to be formatted for each evaluation type. To do this, you enter a variant for the program For Selection under an evaluation version. Using the variant, you specify the following:

• The grouping field, which groups together the selected data. In the standard system, for example, selection variants are provided for the company code, business area and country/region characteristics.

• The maximum number of accounts or documents that are to be displayed in the ranking lists of the evaluation.

1. Determine which evaluation views you need for your organization.
2. Create these evaluation views by copying the standard evaluation view with all evaluation types and evaluations.
3. Specify which of the evaluation types mentioned above that you wish to use for the individual evaluation views.
4. Determine the characteristics by which the individual evaluation types are to be formatted and enter the corresponding variants.
5. To create the evaluations, in the customer or vendor application menu, define a background job under Periodic Processing -> Information System -> Set Up -> Create Evaluation.

For more information, see SAP Library under FI - Financial Information System.

CPI1466 during Backup   General Data in Customer Master  
This documentation is copyright by SAP AG.

Length: 3499 Date: 20240523 Time: 195500     sap01-206 ( 62 ms )