Define Update for Results Analysis
In this step you specify for each line ID the results analysis cost element under which the
results analysis data are updated.
You make the following assignments:
Asisgn each line ID to a category
Assign at least one results analysis cost element to each combination of line ID and category
The apportioned values are upated on the order under the cost elements that you specify here.
The category
groups the cost elements under which the various postings are updated on the results analysis object into the following categories:
- Costs relevant to inventory
- Costs for which reserves for complaints and commissions are created
- Costs that are assigned directly to the cost of sales
When you define the update rules, you must take the following dependencies into account:
- If the indicator Split creation/usage in the Extended Control of the
results analysis version is
selected, the inventories and reserves are updated to the results
analysis object under separate cost elements for each line ID depending on whether the inventories or reserves were created or used.
- If the method of apportionment Z (Apportionment numbers) in the
Expert Mode of the valuation method is selected, the results analysis data is apportioned according to apportionment numbers.
In this case you must enter the apportionment numbers here.
- If results analysis type L (Results analysis using earned
values) in the Expert Mode of the valuation method is selected, you can
perform results analysis on the basis of the earned values in the PS
System. To do this, specify the name of the field in the WBS element that contains information on the
percentage of completion of the
WBS element.
If you are using multiple valuation views , the entries for the referenced operational results analysis version are
transferred to the referencing results analysis version of the multiple valuation views when you save.
Requirements
- You must already have performed the following steps:
Standard Settings
If you are using a results analysis version supplied in the standard
system, you only need to enter results analysis cost elements for the data to be calculated.
Actions
1. Decide whether you want to define one update rule for all results
analysis keys or a separate update rule for each results analysis key.
- If you are using several results analysis methods in parallel, you
should define a separate update rule for each results analysis key.
This enables you to assign different line IDs depending on the results analysis type defined in the results analysis method.
- If you are using only one results analysis method, you can turn off the indicator Update/RA key
in the results analysis version. The update rule is then valid for all results analysis keys.
2. Enter the following:
- Results analysis key (if necessary according to the results analysis version)
3. Enter the following data for each line ID:
- Relevant results analysis cost elements
- Apportionment numbers (if necessary according to the method of apportionment)
- Earned values (if necessary according to the results analysis type)
For the specified cost elements, you may have to do the following:
- Define reports that display the results analysis data according to your requirements.
- Define posting rules in which you assign the inventory values (such as
capitalized costs
and revenue in excess of billings) and the reserves to the G/L accounts in Financial
Accounting to which you want to settle the inventories and reserves
- Define a PA transfer structure that contains the cost elements for the
cost of sales so that these values can be transferred to Profitability Analysis.
Additional Informationen
Define Results Analysis Version