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Use

You want to group together the values of items at lower levels in a costing structure and use them in formulas for purposes such as the following:

  • Running complex calculations in new cost and revenue items

  • Creating grouped views of complex costing structures

  • Calculating key figures

Prerequisites

The costing structure of your cost estimate is multilevel.

In Customizing under Aggregated Items , you have completed the two IMG activities:

You have defined formula elements.

You have defined pricing keys.

Features

You can add together values from selected items in lower costing levels and run additional calculations with the totals. You can select the items by cost element interval , cost element group , or item category and restrict this to one costing model.

You can also use the valuation of the characteristics of the current costing level and all lower levels in the formulas. It is also possible to perform any calculation in a function module, which enables you to use external tables.

Activities

You can create aggregated items both in the derivation rule of a costing model (template) and in the item view of a cost estimate:

  • To create an aggregated item in a derivation rule, create an item of the category customer-specific enhancement (S). In the Object field, enter the pricing key you have defined in Customizing. The Price field is not ready for input.

  • To create an aggregated item in the item view, create a costing item of the category customer-specific enhancement (Y). In the Resource field, enter the pricing key you have defined in Customizing.

    Note Note

    When a value is determined in an aggregated item, it flows into the overall calculation and the planned values in accordance with the assigned cost element group. If you want to represent key figures with the aggregated item, make sure the Quantity field has the value 0, which means the Value will also be 0. The key figure is displayed in the Price field.

    End of the note.

Example

For an example from the media industry, refer to the IDES scenario Premium Content Publishing: Book Calculation (ID 010000002457). There the royalty items under Revenues and variable Costs are summarized under the first costing node at the highest level as a Royalties item.