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Maintain Segment-Specific Revaluation Keys

In this activity, you can define segment-specific revaluation keys, or keys that apply for specific characteristic values in planning. With these you can define different revaluation factors for different divisions, for example.

With a so-called "access key", you define which revaluation factors should apply for which characteristic values in planning. Thus an access key combines all the information pertaining to segment-specific revaluation.

You do not need to make all entries for all profitability segments to carry out a segment-specific revaluation in planning. Instead, all you have to do is specify the access key, and the system carries out all the corresponding revaluations.

Activities

To define a segment-specific revaluation key:

1. Create an access key.
2. Define a derivation rule for segment-specific revaluation. Note that the "access key" is a mandatory source field and is thus automatically entered in the derivation rule. Select the additional characteristics that you want to use to determine the revaluation key. The "revaluation key" is a mandatory target field and is thus automatically entered in the derivation rule.
3. Create rule values for the derivation rule. These are the combinations of characteristic values and the resulting revaluation keys. If you have not yet created any revaluation keys, you can do so here by double-clicking on the "Revaluation key" field.

You can also define rule values directly from the application menu.