Determining Key Figures for Incoming Orders (SAP Library

Determining Key Figures for Incoming Orders

Use

As a rule, you will execute the incoming order valuation run at the period end. You can then evaluate the values in the project information system and settle them to Profitability Analysis.

You can execute the run more than once in a period. The system generally determines what has changed since the last run. When determining the key figures based on the plan data, the system considers incoming orders and changes up to the data of the program run. If you want to display changes since the previous period or transfer them to Profitability Analysis, you must cancel any interim runs.

See Canceling Incoming Order Key Figures.

Note

If you are now determining incoming order values for a period in the past, the system cancels all the incoming order key figures for periods since then.

Prerequisites

When determining the key figures, the system only considers billing elements:

In whose master data a results analysis key has been defined
Where a sales order value (value type 29) has been recorded
Which have been released

You must make the settings necessary for the incoming orders function in the Project System IMG.

If actual data has already been recorded in the project, you must carry out results analysis before determining the incoming order value. In results analysis, the system determines, among other things, the revenues and cost of sales relevant to the result. It then uses this data to determine the reduction amount on the open order value.

You need a selection variant for collective processing. You can define the selection variant in one of the following ways:

In the Project System IMG
Directly from the application

Procedure

Choose Logistics or Accounting ® Project System ® Financials ® Period-End Closing ® Individual Functions ® Incoming Orders ® Individual Processing or Collective Processing.

Enter the controlling area, as required.

Specify the selection criteria:

In collective processing, a selection variant
In individual processing, either a sales document, project definition, or WBS element

Specify the period and fiscal year.

By specifying the period, you regulate:

The period to which incoming order key figures are updated
The period up to which the actual data is considered
The period for which incoming order key figures are cancelled

Select the process control fields you require: The following options are available:

Background
Test run
Detailed list

If you want to select a display variant for the detailed log, choose Extras ® Display variant.
To show or hide information messages in the log, choose Extras ® Log options.
Choose .

Note

To cancel values for the current period, choose Incoming orders ® Cancel. The system cancels the values for incoming orders in the specified period.

Result

The system determines the values and category (Order history ) for the incoming orders in the billing element. The system records the values determined in the incoming order cost elements. You define these for the specified period in the Project System IMG; the value type is 19. The system calculates the incoming order reduction values using the actual results analysis date and updates the resulting value to the open order category (ABAF).

Following the run determining the incoming order value, the system outputs a two-level log:

Basic list

This list shows the parameter output and statistics on the number of objects processed.

Detailed list

This contains detailed information on the individual objects processed:

Category
Cost element
Sales revenues
Other income
Costs
Quantity

You can enter your own display variants for the detailed log.

If the run was a live run, you can view the resulting values in the project information system. The standard system contains report 11ERL1F Incoming orders. You can access the report directly from the log, as follows:

For the object: choose Order history

For the project, choose Environment ® Report