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  1. SAP Glossary
  2. Bank Analyzer
  3. valuation rule


What is valuation rule in SAP FS-BA - Bank Analyzer?


SAP Term: valuation rule

  • Component: FS-BA

  • Component Name: Bank Analyzer

  • Description: A rule used to control the valuation of a subset of transactions. The valuation rule refines the valuation depending on the transaction. The valuation rule is used in the derivation of the market data record and to control the price calculator, for example.


Smart SAP Assistant

  • Key Concepts: 
    Valuation rule is a feature of the FS-BA Bank Analyzer component of SAP. It is used to define the valuation of bank accounts and transactions. It allows users to define the criteria for valuing bank accounts and transactions, such as currency, account type, and transaction type. The valuation rule also allows users to define the rate of exchange for different currencies. 
    
    How to use it: 
    To use the valuation rule in FS-BA Bank Analyzer, users must first define the criteria for valuing bank accounts and transactions. This includes defining the currency, account type, and transaction type. Once these criteria have been defined, users can then define the rate of exchange for different currencies. Finally, users can apply the valuation rule to their bank accounts and transactions. 
    
    Tips & Tricks: 
    When defining the criteria for valuing bank accounts and transactions, it is important to consider the currency, account type, and transaction type that will be used most often. This will ensure that the valuation rule is applied correctly and efficiently. Additionally, it is important to keep track of any changes in exchange rates so that the valuation rule can be updated accordingly. 
    
    Related Information: 
    For more information on how to use the valuation rule in FS-BA Bank Analyzer, please refer to SAP’s official documentation on the topic. Additionally, there are many online resources available that provide tutorials and tips on how to use this feature effectively.
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