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SIMG_CFMENUORKKOKG3 - Define Valuation Methods for Results Analysis

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In this step you specify the method by which results anlysis is carried out for the objects (sales document item, project, and internal order).

The valuation method is defined by the following parameters:

• Controlling area to which the object is assigned

• Results analysis key specified in the object

• Results analysis version specified in results analysis

• Results analysis method

• Status control

• Profit basis

• Valuation level

• Minimum values (if applicable)
  
  

A results analysis method must be defined in the system for each valuation method. The results analysis method controls which formula is used to calculate the results analysis data.

Results analysis data can be the following:

• Capitalized costs or revenue in excess of billings

• Reserves for unrealized costs

• Reserves for imminent loss

• Reserves for costs of complaints and commissions

• Cost of sales
  
  

If you are using multiple valuation views, the system automatically assigns the valuation method assigned to the results analysis version of the operational valuation view to the results analysis versions of multiple valuation views referencing the operational results analysis version.

You must already have carried out the following steps:

• Define controlling area

• Maintain versions

• Define results analysis versions

• Create results analysis keys

The standard system contains predefined valuation methods in which a results analysis method is already specified.

If you want to define your own valuation methods, the standard system contains predefined results analysis methods for this purpose. These predefined results analysis methods cannot be changed.

Check whether the results analysis method in the standard system in the list screen of simplified maintenance of the valuation methods meets your requirements.

If you want to define your own valuation methods, use the predefined results analysis methods provided in the standard system.

When you access the valuation method, you see the screen Change View "Simplified Maintenance of Valuation Methods": Overview. You see a selection of valuation methods.

There are two types of valuation methods:

• Valuation methods that are not defined in Expert Mode (indicator Expert is not set)

• Valuation methods that are defined in Expert Mode (indicator Expert is set)

Choose a valuation method.

To create a new valuation method:

1. Choose New entries.

You leave the list screen on which all valuation methods were shown and come to the entry screen of simplified processing and the entry screen of the simplified valuation method.

1. Use the parameters you can enter here to define a new valuation method:
1. Choose one of the results analysis methods. To decide which method to choose, read the documentation on Product Cost by Sales Order.
2. Set a status for the cancellation of inventories (optional).
3. Set a status for the cancellation of reserves and inventories.
4. Specify whether valuation should be made at the totals level or at line ID level.
5. Choose the which planned costs should be used as a basis for results analysis (indicator Profit basis).
6. Enter minimum values (optional).

Amounts that are less than the minimum values are not updated by the system.

1. Save the valuation method.

Using the results analysis method and the status control, the system generates one or two further status-dependent valuation methods in the background depending on the number of statuses entered.

Do not switch to Expert Mode unless it is absolutely necessary. Expert Mode is only intended for experienced users.

If you still want to use Expert Mode, proceed as follows:

1. Choose Expert Mode.

The screen Change View "Valuation Methods": Overview appears. You see the status-dependent valuation methods created on the basis of the settings in simplified maintenance.

1. To create an additional status-dependent valuation method, choose New entries. You leave the list screen on which the status-dependent valuation methods were shown and come to the input screen for Expert Mode.
2. Define a new status-dependent valuation method using the parameters you can enter here.
3. Save the valuation method.

From this list screen of all valuation methods, you can go to the list screen of the status-dependent valuation methods of Expert Mode by selecting an Expert valuation method and choosing Goto -> Detail. The screen Change View "Valuation Methods": Overview appears. Note that you can only make entries for additional statuses here. The combination of controlling area, results analysis version, and results analysis key is predefined.

For more information on Results Analysis and on the results analysis methods including examples, see the documentation Product Cost by Sales Order -> Period-End Closing -> Results Analysis.

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