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:

In this case results analysis serves to calculate the inventory value of the finished and unfinished products.

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.

The results analysis version shows you the following in simplified control:

You can pass the results analysis versions of more than one valuation view to Financial Accounting.
If Profit Center Accounting is active, an additional posting can be made for the work in process in Profit Center Accounting on the basis of this posting.

You can create results analysis version that are based on an "internal" results analysis version created for informational purposes rather than on a multiple valuation view. This means that you can do the following depending on the results analysis version:

Define valuation methods for results analysis

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:

This indicator is only relevant for nonvaluated sales order stocks and nonvaluated project stocks.
If this indicator is set, the
results analysis key in the assigned order takes precedence:
If the indicator is not set, results analysis for these orders can only be carried out on the sales order item or WBS element.

You can define additional results analysis versions by making entries in extended control . These results analysis versions:

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.

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:

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, then make sure that cost elements for results analysis data relevant to Profitability Analysis have been entered in the PA transfer structure.

The transfer to Financial Accounting is made 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:

Here you enter a version in the General version maintenance and in the Settings in the controlling area. Only the versions created there can be created in this step as a results analysis version.
To settle the results analysis data to Profitability Analysis, you must make sure that the cost element under which the data from results analysis is updated is listed in the PA transfer structure for settlement. That is, at least the technical results analysis cost element must be listed in the cost element group in the PA transfer structure.

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:

The data generated by results analysis are updated to the objects under results analysis cost elements.
Line IDs control the capitalization of the inventory, the creation of reserves for complaints and commissions, and WIP calculation.

Aktivities

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

If necessary, define new results analysis versions as follows:

1. Create at least one cost element for the Technical Results Analysis Cost Element or, if absolutely necessary, several cost elements corresponding to the results analysis cost elements you defined.
Note that results analysis cost elements are secondary cost elements of cost element category 31.
2. Enter the following data for the new results analysis version:
3. Specify whether you want to transfer the results analysis data to Financial Accounting

Additional information

Further notes

In sales-order-related production, you can only calculate the results analysis data in the legal valuation view. Multiple valuation views are not supported in sales-order-related production.