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Define Characteristic Derivation

In this step, you set up the derivation of characteristic values.

Derivation lets you find values for certain characteristics automatically based on the known values of other characteristics, where these characteristics are logically dependent on one another.

Standard Settings

When an operating concern is generated, the system produces a standard derivation strategy containing all known dependencies between characteristics. You can display these by choosing "View -> Display all steps".

Activities

You can change the standard derivation strategy by

Proceed as follows:

Creating a step

1. Select the step that is to precede the new step you wish to add. Choose "Create step".
2. Choose the desired type of derivation step from those available.
3. Enter a text as well as source and target fields for the derivation step. By using the arrow button, you can determine field characteristics for the source and target fields.
4. If the derivation step should only be executed unter certain conditions , such as only for specific characteristic values, make the entry under "Condition".
5. You determine step characteristics under "Characteristics". For example, you determine whether an error message should be generated if no target value can be calculated.

If you use the derivation step type "Derivation rule", some additional entry options are available:

Changing/deleting steps

You can change and delete the steps you have defined as well as the changeable standard steps (those that read from tables).

Changing the step sequence

1. Select the step to be relocated in the sequence.
2. Position the cursor beneath the desired position for that step.
3. Choose "Move".

Further Notes

For more information about characteristic derivation, see "Master data -> Characteristic derivation" in the documentation for Profitability Analysis.