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condition
types
In this step you define condition types to use
in Profitability Analysis (CO-PA).
A condition type is a key used that defines the
attributes of a condition and identify the condition in the system. You can
use condition types to calculate expected costs or sales deductions. For
example, you can define conditions to create expected costs as a percentage of
the sales revenue or based on the quantity sold. In addition, you can define
price conditions to determine the standard price of the
product sold. And you can define base conditions to find or
calculate values to be used as a basis for calculating other conditions in a
costing sheet.
The attributes of a condition type are defined
by the following:
o Condition category
o Calculation type
o Condition class
o Scale basis
In addition, you can set other flags for each
condition type to determine whether it can be changed during condition
analysis and for condition master record maintenance.
The following contains a description of these
attributes of a condition type.
Condition
category
The condition category is used to classify conditions according to predefined
criteria, such as whether the condition is a base value or a price.
The following condition categories can be used in CO-PA:
E Cash discount
G Transfer price
K Base value excluding tax
S Standard cost
T Moving average cost
" " (no condition category): for conditions that do not fit
into any of the above categories, such as surcharges and
deductions
For conditions of
the category G, the system reads either the standard price
("S") or the moving average price ("V") of the material, depending on which
price control flag is set in the material master. condition class B. No access
sequence is required for this condition type. For condition category
S , the system reads the standard price from the material master
regardless of the price control. For condition category T ,
the system reads the moving average price from the material master regardless
of the price control. Condition types of the categories G, S, and T do not
require access sequences.
The condition category E lets you calculate a percentage from
the payment key in the customer master record. Conditions of this category
have has no effect unless a payment key exists in the master record of the
customer you entered.
Calculation
type
The calculation type
determines how the system calculates the value for a condition. The result can
be an absolute value (such as a price) or a percentage which refers to a
quantity.
The following calculation types can be used in CO-PA:
A Percentage
B Fixed amount
C Quantity-dependent
D Gross-weight-dependent
E Net-weight-dependent
F Volume-dependent
Condition
class
The condition class
divides condition types into one of the following classes:
A Discounts or surcharges
B Prices
Scale
basis
The scale basis
determines how the system interprets scaled condition records of a condition.
The scale can be based on quantities or values.
The following scale
bases can be used in CO-PA:
B Value scale
C Quantity scale
Change
options
The change options
let you determine which parameters of the condition type can be changed during
condition analysis. You can specify which of the following can be changed:
amount/percent, value, calculation type, or quantity conversion. You can also
allow users to delete the condition type.
Condition
record maintenance
Under condition
record maintenance, you can define whether the system should check scaled
rates. That is, you can determine whether the scales must be defined in
ascending or descending order.
The following overview shows which combinations
of the parameters (condition category, calculation type, condition class,
scale basis, and access sequence) are required for different condition
types.
Konditionsart CCat. CalcT. C.cl. Sc.B. A.C.
a) Define reference value K B B - -
b) Price from material master
ba) Price acc. to price control G C B - -
bb) Standard price S C B - -
bc) Moving average price T C B - -
c) Cash discount from cust. master E A A - -
d) Percentage surcharge/reduction
da) Without scale - A A - yes
db) With value scale - A A B yes
dc) With quantity scale - A A C yes
e) Quantity-dependent surcharge/reduction
ea) Without scale - C A yes
eb) With value scale - C A B yes
ec) With quantity scale - C A C yes
f) Fixed value
fa) Without scale - B B yes
fb) With value scale - B B B yes
The change options and condition record
maintenance are independent of these settings.
All condition types not assigned to the
categories K, G, S, T, or E, must be assigned to an
access sequence. This assignment is required so that you can
maintain condition records for that condition type (such as a discount of 1
USD per unit).
The following examples show how the condition
types listed here need to be defined. Where an access sequence is required, it
is assumed that this access sequence calls for the system to read a condition
table that uses the characteristic "Material group".
Example 1
A base condition is defined for revenues from
Sales and Distribution (SD). In the costing sheet you can use this base
condition to calculate surcharges and reductions.
Entries
Condition type:
Define tracing factor
Condition category: K, Calculation type: B, Condition class: B
Example 2
The value is read from the material master
depending on the quantity. For example, if the standard price for the material
M099312 is USD 100 and the imputed quantity is 5 units, a condition calculates
the value USD 500.
Entries
Condition type:
Allocation value according to price control
Condition category: G, Calculation type: C, Condition class: B
Condition type:
Standard price
Condition category: S, Calculation type: C, Condition class: B
Condition type:
Moving average
Condition category: T, Calculation type: C, Condition class: B
Example 3
The percentage for the cash discount is taken
from the customer master.
Entries:
- Condition type: Define cash discount from
customer master
Condition category: E, Calculation type: A, Condition class: A
Example 4
1. You can
maintain the following condition record for materials group 312:
1%
surcharge/reduction (e.g. from revenue as the imputed freight or sales
commissions)
Entries
Condition type:
Define fixed percentage surcharge/reduction
Condition category: -, Calculation type: A, Condition class: A, with access
sequence
2. You can
maintain the following value stack for materials group 312:
3%
surcharge/reduction (e.g. from net revenue as a rebate) starting at sales of
USD 10,000
3.5%
surcharge/reduction (e.g. from net revenue as a rebate) starting at USD
50,000
Entries
Condition type:
Define scaled percentage surcharge
Condition category: -, Calculation type: A, Condition class: A, Scale basis B,
with access sequence
3. You can
define the following quantity scale for materials group 312:
1% surcharge/reduction (e.g. from net revenue as a rebate) starting at a sales
quantity of 1000 units
2% surcharge/reduction (e.g. from net revenue as a rebate) starting at a sales
quantity of 10,000 units
Entries
Condition type:
Define percentage surcharge/reduction scaled by quantity
Condition category: -, Calculation type: A, Condition class: A, Scale basis:
C, with access sequence
Example 5
1. You can
define the following condition record for materials group 312:
Surcharge/reduction of USD 1 (e.g. for packaging)
Entries
Condition type:
Define non-scaled quantity-based surcharge/reduction
Condition category: -, Calculation type: C, Condition class: A, Scale basis -,
with access sequence
2. You can
define the following value scale for materials group 312:
USD 0.10 surcharge/reduction per unit (e.g. as a customer discount) starting
at revenue of USD 100
USD 0.20 surcharge/reduction per unit (e.g. as a customer discount) starting
at revenue of USD 500
Entries
- Condition type: Define value-scaled
surcharge/reduction
Condition category: -, Calculation type: C, Condition class: A, Scale basis:
B, with access sequence
3. You can
define the following quantity scale for materials group 312:
USD 0.10 surcharge/reduction per unit (e.g. as a quantity discount) starting
at 1000 units
USD 0.30 surcharge/reduction per unit (e.g. as a quantity discount) starting
at 10,000 units
Entries
- Condition type: Define quantity-scaled
surcharge/reduction
Condition category: -, Calculation type: B, Condition class: B, Scale basis:
-, with access sequence
4. You can
define the following quantity scale for materials group 312:
USD 50.00 fixed (e.g. for additional services) starting at sales of 1000
units
USD 70.00 fixed (e.g. for additional services) starting at sales of 10,000
units
Entries
- Condition type: Define fixed value with
quantity scale
Condition category: -, Calculation type: B, Condition class: B, Scale basis:
C, with access sequence
Activities
Create your CO-PA-specific condition types.
Note that you must define and save your access sequences before you can assign
these to your condition types and create condition records.
Further
Notes
You can delete condition records that are no
longer valid. Once you have done this, these condition records will no longer
be used in valuation. However, they still remain in the system until the next
reorganization.
- How to delete a condition record
To delete a condition record, go to the IMG activity "Create condition
records", call up the detail screen for the condition record, and choose
"Cond.records-Cond.type". You can delete condition records here using the
function "Edit -> Delete". As stated above, this deactivates the condition
record, which is indicated by a checkmark in the column "D" on the detail
screen. You can reactivate the condition record by choosing "Edit -> Cancel
deletion". Of course, this is only possible as long as the condition record
remains in the system. Once it has been deleted during a reorganization, it
can no longer be activated.
- How to reorganize condition records
Once you have set the deletion indicator for condition records, you can remove
these records from the system by reorganizing your conditions. You do this
using the archiving object SD_COND in archive administration
(transaction SARA). To reorganize your condition records in Profitability
Analysis, you need to create an archive file and select those condition
records with use "A" and application "KE". For more information on archiving,
see the online documentation for transaction SARA.