Valuation 

Use

If you select the Valuate method for the manual entry of planning data, the system automatically valuates the value fields using conditions, material cost estimates or user-defined exit programs. In this way, you can use your CO-PA Customizing settings for valuation to calculate, for example, your planned revenues, planned sales deductions, and planned costs.

For general information on valuation in CO-PA, see the appropriate sections dealing with Valuation. In particular, see the section Activate Valuation in Planning.

Activities

Select the profitability segments you wish to valuate and then choose Edit ® Planning methods ® Valuate.

You can analyze valuation with the function Extras ® Analyze valuation. For valuation using conditions, you can also choose the function Extras ® Analyze conditions (see also Analysis Options Using Valuation).

You can also specify that the planning data should be automatically valuated in the background when you save. For this, set the Automatic valuation indicator in the parameter set for the Enter planning data planning method. The system then valuates all the profitability segments that you changed during the current planning session.