Carrying Out Profit Simulation Automatically

Use

When you enter and change settlement requests, you can have the system automatically carry out a profit simulation.

Prerequisites

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

Further settings needed for profit simulation are described in Profit Simulation for Settlement Requests.

Procedure

1. You enter a settlement request.
2. You save the document.
3. The system automatically carries out profit simulation.
4. Depending on the result of the profit simulation, the system assigns (in the background) the application status that was defined in Customizing for a positive or negative result of profit simulation.

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

5. To display the application status assigned by the system, you choose Analysis status in the document view. The screen for profit simulation is displayed. The application status assigned is displayed in the Status set field.

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 status to be changed manually.

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

6. You can display the results of the profit simulation in an overview tree structure and/or a message list. To do this, select Profit Simulation.

For more information, see Carrying Out Profit Simulation Manually.

In the following cases, profit simulation is carried out before the document is saved:

• If you want to manually change the application status to a status that allows subsequent processing, profit simulation is carried out automatically.
• If you have already carried out profit simulation manually, a new profit simulation is not carried out when you save the document.

If you change the data of a settlement request, the application status is automatically reset to the default status. A new profit simulation is then carried out when you save.