For valuation in planning, you can use the same valuation techniques as those that you use for actual flows of values. To valuate your planning data, you can, on the one hand, use costing sheets from Sales and Distribution (SD) as well as CO-PA-specific costing sheets, and, on the other hand, call up material cost estimates from Product Cost Planning (CO-PC). Furthermore, you can also use the valuation customer exit in planning. One function that is only available in planning is that for valuation using transfer prices.

Firstly, you need to specify with which values you would like to valuate your planned quantities. Accordingly, you need to ensure that the values relevant to planning are filled with data in one of the following ways: via an SD costing sheet, via a costing sheet created in CO-PA, via a costing sheet from Product Cost Planning, or via a user-defined valuation routine.

This section explains the necessary steps for activating valuation in planning.

Price determination in SD is generally too detailed to be used directly for valuation in CO-PA planning. This is coupled with the technical requirement that characteristics accessed in valuation must be known to CO-PA planning. This means, firstly, that such characteristics must be present in CO-PA and included in the operating concern, and, secondly, that they should either appear in the planning level or be supplied with data via derivation. However, this is not always the case.

1. It is recommended that you identify which conditions in the relevant SD costing sheet are required for valuation in planning and that you then create a new costing sheet in SD for those conditions.
2. Create a valuation strategy for planning in CO-PA Customizing by choosing Master Data ® Valuation ® Valuation Strategies ® Define and Assign Valuation Strategy.
3. Under Detail ® New Entries, include the SD costing sheet into the valuation strategy. In the Application field, enter V (for sales). Then select the quantity field to be valuated.
4. Under Assignment of valuation strategy, assign the valuation strategy to a point of valuation for planning, a record type, and a plan version.

To valuate your planning data using anticipated values as well, you can use costing sheets defined in CO-PA. Then establish which costing sheet is relevant for your planning.

1. In your planning-based valuation strategy, create a new entry and enter the CO-PA costing sheet into it.
2. In the Application field, enter KE (for Profitability Analysis).
3. Then select the quantity field to be valuated.

To valuate your planned quantities using cost of goods manufactured, you can call up in CO-PA planning costing keys from Product Cost Planning. First establish which costing key is relevant.

1. Dependent on whether the material cost estimate is read for products, for material types, or for a particular combination of characteristics, make the required settings in one of the following Customizing activities under Master Data ® Valuation ® Set Up Valuation Using Material Cost Estimates:

• Assigning costing keys to products
• Assign Costing Keys to Material Types
• Assign Costing Keys to Any Characteristics

2. Here you assign the valuation strategy for each product, material type or characteristic combination to a point of valuation in planning, a record type, and a plan version.

3. Under Master Data ® Valuation ® Set Up Valuation Using Material Cost Estimates ® Assign Value Fields, you assign the components of the component structure to the value fields in CO-PA and to a point of valuation.
4. In your planning-based valuation strategy, create a new entry and set the Material Cost Estimate indicator. Then select the quantity field to be valuated.

To valuate your planned quantities using transfer prices, you can call up in CO-PA planning transfer price variants that you created in Profit Center Accounting.

When you have made your Customizing settings, you can execute the Enter planning data planning method and analyze valuation by choosing Extras ® Valuation Analysis.