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Define Results Analysis Versions

In this step you define parameters that influence results analysis with sales orders, projects, and long-term orders.

Results analysis is of importance in the following situations:

• You are using a

• nonvaluated sales order stock or nonvaluated project stock

• You are using a

• valuated sales order stock or valuated project stock and want to capitalize goods that have been delivered but not yet invoiced.

The data calculated in results analysis is updated on the order with reference to the results analysis version. This enables you to perform results analysis on the basis of more than one results analysis version. Using different results analysis versions allows you to

• Define different methods of results analysis

• Calculate results analysis data in up to three valuation views

The results analysis version shows you the following in Simplified Control:

• Which valuation view was used to update the results analysis data (such as the Legal View)

• Whether it is a version that is relevant to settlement

• Whether the data are transferred to Financial Accounting

You can only settle the results of results analysis version 0 to Profitability Analysis.

Extended Control

Extended Control allows you to choose whether you want to:

• Separate creation and usage of the work in process or reserves

• Generate a line item for each posting

• Allow legacy data to be transferred

• Allow deletion of the results analysis data calculated with a results analysis version

• Assign the cost elements to different line IDs depending on the results analysis key

• Update the results analysis data under separate results analysis cost elements depending on the results analysis key

• Enable the work in process to be calculated separately for orders that are assigned to a sales document item or WBS element

You can define additional results analysis versions by making entries in Extended Control. These results analysis versions:

• Are cross-company and thus not relevant for Financial Accounting

• Simulate the effects of the planned revenue on the cost of sales

In Extended Control you can specify whether the results analysis key can be specified in the definition of the update rules and assignment rules. The valuation methods still refer to the combination of results analysis key and results analysis version.

• If you want to perform results analysis for different objects (such as revenue-based results analysis for and WIP calculation for production orders), you should differentiate the upate rules by results analysis key.

• If you want to perform results analysis using different methods (such as carrying revenue-based results analysis on a project while managing reserves for complaints on a separate complaint order assigned to the project) then you should differentiate the assignment rules by results analysis key. With extended control , you can define if actual results analysis data or planned results analysis data are determined.

Results Analysis Cost Elements

The results analysis version contains the following results analysis cost elements for updating data that is not distributed to line IDs:

• General data for internal purposes, such as

• valuated actual costs, calculated costs, and capitalized profit

• Reserves for imminent loss

• Data for the POC method, such as

• calculated revevnue and revenue in excess of billings

You can group these cost elements in Simplified Control under a technical results analysis cost element .

To settle the costs to Profitability Analysis, you must define a PA transfer structure that contains at least this technical results analysis cost element. If you have defined multiple cost elements for results analysis data in Turn on apportionment of cost element, make sure that cost elements for results analysis data relevant to Profitability Analysis have been entered in the PA transfer structure.

Transfer to Financial Accounting is accomplished through the category results analysis of the posting rules.

You must enter the results analysis version manually when you perform results analysis.

Requirements

You must first carry out the following steps:

• Implementation Guide for Controlling General

• Implementation Guide for Cost Center Accounting

• Implementation Guide for Cost and Revenue Element Accounting

• Implementation Guide for Product Cost Controlling:

If you want to create new results analysis versions, read the documentation for results analysis under Product Cost Controlling -> Product Cost by Sales Order -> Period-End Closing

Standard Settings

The standard system contains predefined results analysis versions. To be able to use these results analysis versions in your production system and perform results analysis, you must first do following:

• Create or generate cost elements for the results analysis data in your controlling area

• Assign the cost elements in your cost element directory to the standard line IDs

Aktivities

Check the results analysis versions that are provided in the standard system.

If necessary, define new results analysis versions as follows:

Additional information

• Define results analysis periods

• Cost elements for results analysis data

• Define valuation methods

• Methods of apportionment

• Define assignment rules for archiving

• Separation of results analysis data according to creation and usage