Carrying Out Profit Simulation Manually

Use

The following procedure describes how you carry out profit simulation manually when you enter a settlement request.

Prerequisites

Under Maintain Profit Analysis Types in Customizing for Agency Business, you define that the profit simulation is to be carried out manually.

Procedure

You have entered a single settlement request and want to carry out profit simulation for this manually.

1. Choose the analysis status.

The screen for profit simulation is displayed. The default status maintained in Customizing is displayed in the Status set field.

2. Choose Profit simulation to carry out the profit simulation manually.

You to an overview screen that displays the results of the profit simulation in the form of an overview tree and/or a message list.

The overview tree contains the demands and liabilities relating to the business partners. These can be displayed at various aggregation levels.

The message list contains the results of the checks carried out during profit simulation.

Profit simulation is controlled by messages that indicate whether a check was completed with a positive or negative result (negative if the profit is too low, for example). Usually, a check with a negative result leads to an error message (traffic light icon in the message list is red). The result of the overall profit simulation is judged to be negative if the message list contains at least one error message.

Under Message Control by User in Customizing for Agency Business, you can assign different message types to the error messages. By doing this you can control the result of the profit simulation (negative or positive result).

3. Choose Back to go back to the screen for profit simulation.

The application status that assesses the result of the profit simulation now appears in the Status set field.

If the result of profit simulation is negative, an application status is assigned that prevents follow-on documents being created.

If you want to manually change this to an application status that allows follow-on documents to be created, the system issues an error message.

If you still want to further process the document, you can define in Customizing that the status can be changed even if the outcome of the profit analysis is negative. To do this, under Message Control by User in Customizing Agency Business, change error message 701 (status change not allowed as profit simulation is not correct) to a different message type (such as a warning) that allows the application status to be changed manually.

To manually change the status, select an application status from the list and choose Assign status.

4. Choose Back to go back to the settlement request.