Procedure documentationValuating Line Items

 

Valuation is used to calculate the cost and revenue of resources based on the rates maintained in the SAP ERP system. Based on the resource type, the pricing procedure is carried out from Sales and Distribution or Controlling. Cost and revenue are calculated according to the transaction currency and the plan currency.

Note Note

Instead of valuating the cost and revenue based on the rates maintained in the SAP ERP system, if you wish, you can also manually enter the cost and revenue values.

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Prerequisites

  • You have the required roles and authorizations.

  • Financial plans linked with master project structures (also known as execution structures) are available in the system.

  • SAP BusinessObjects Analysis, edition for Microsoft Office is installed on your system.

  • You have defined settings for valuation in Customizing under Start of the navigation path SAP Commercial Project Management Next navigation step Project Cost and Revenue Planning Next navigation step Project Valuation End of the navigation path:

    • Make Settings for Valuation Methods

    • Make Settings for Valuation Strategies

  • You have defined the business objects for master project structures in Customizing for SAP Commercial Project Management under Start of the navigation path Master Data Next navigation step Master Project Next navigation step Define Components for Master Project Structure End of the navigation path.

  • You have made the following settings in Customizing for SAP Commercial Project Management under Start of the navigation path Project Cost and Revenue Planning End of the navigation path:

    • Define Plan Scenarios

    • Define Resource Types

    • Define Resources

    • Define Plan Types

Procedure

  1. Select a single line item to valuate; or to valuate the entire plan, select a cell outside the crosstab.

  2. On the Analysis ribbon, in the Financial Planning group, choose Valuate.

    The system calculates and displays values for the Cost (Transaction)and Revenue (Transaction) cells.

    Note Note

    In planning sheets that support forecasting, use the following options to calculate costs for a forecast period:

    • To calculate ETC cost based on planned rates, choose Get Plan Rates and then choose Calculate.

    • To calculate ETC cost based on the valuation strategy, choose Revaluate.

    • To calculate ETC cost based on manual rates, enter the rates for the forecast periods and choose Calculate.

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  3. On the Analysis ribbon, in the Planning group, choose Save Data.

    The system calculates and displays values for the Cost (Plan) and Revenue (Plan) cells.

  4. Alternatively, to calculate the plan cost and revenue, on the Analysis ribbon, choose Currency Conversion.

    Note Note

    While Save Data calculates the plan cost and revenue for only quantities that you change, Currency Conversion calculates the plan cost and revenue (based on any updates in the backend) for all line items.

    End of the note.