Define Default Values for Order Types

In this step you define the default values for the process orders for each plant and order type.

The default rule determines whether settlement follows the last delivery or is made in each period.

For orders whose costs are settled to stock, settlement can be made either at the end of the period (settlement by period) or after final delivery (full settlement).
For orders assigned to a
cost object hierarchy , settlement must be carried out by period.
For more information on the processing of orders that belong to cost object hierarchies, see Define cost object categories for cost object hierarchies.
For orders assigned to a
sales document item or WBS element , the settlement type can be "GES" (full settlement) or "PER" (periodic settlement) if you are using a valuated sales order inventory.
For orders assigned to a sales order item or WBS element, the settlement type must be "GES" (full settlement) if you are using a nonvaluated sales order inventory . The costs for these orders are included in results analysis for the sales order item or WBS element.
For more information on processing orders that belong to sales orders or projects, see Define results analysis versions for results analysis.

You also specify the following:

This controls the calculation of process.
The costing variant for preliminary costing determines which costing type and which valuation variant is used to calculate the planned costs.
The valuation variant selected through the costing variant is displayed for informational purposes. The costing sheet , which contains parameters for calculating overhead, is proposed through the valuation variant.
The costing variant for simultaneous costing determines which costing type and valuation variant are used to valuate the confirmations.
The valuation variant selected through the costing variant is displayed for informational purposes.

You can also set the following indicators:

Requirements

If you want to define your own costing variants, valuation variants, and results analysis keys, you must already have performed the following steps:

Standard settings

The standard system contains the following default values for the Cost Object Controlling with order-related production in plant 0001:

OrdT DRul PreC SimC
PP01 PP1 PPP1 PPP2
PP02 PP1 PPP1 PPP2
PP04 PP1 PPP1 PPP2

If you want to use periodic settlement with production orders and process orders, change the default rule to PP2.

Recommendation

If you want to use periodic settlement in make-to-stock production or sales-order-related production, and full settlement in sales-order-related production with a nonvaluated sales order inventory, you must define two order types with different default rules.

Actions

Specify the default values according to your requirements.

Further notes

If you want to use process orders, you should also check whether the Order management indicator is set for each fiscal year in the controlling area.

Maintain controlling area