Differences

This shows you the differences between two versions of the page.

--- cats:questions:contracts:contractvaluation [2019/09/04 15:28] – created amanda
+++ cats:questions:contracts:contractvaluation [2020/01/24 15:39] (current) – amanda
@@ Line 1: / Line 1: @@
 =====How do I change the contract valuation?=====
+CATS offers several options for valuing contracts against the exchange.
+To see the valuation on an individual contract item, review that item screen.\\
+[{{:cats:questions:contracts:questions_changevaluation_valonitem.png|Valuation information on an item.}}]
+To change the type of valuation on an individual contract item, select **Val** > **Edit** from the toolbar menu on the item screen.\\
+[{{:cats:questions:contracts:questions_changevaluation_selectvaledit.png|Select Val, then Edit from the item screen menu.}}]
+====Valuation Types====
+  * **Automatic** - Use the Arrival Month to Futures Table to get an exchange position month and year for this contract item. Pull the differential from the Grade code table if applicable.
+  * **Position** - Enter the exchange position month and year to use for valuation on this contract item. No differential.
+  * **Currency +diff+ position** - Enter the currency, differential amount, and exchange position month and year.
+  * **Allocated differentials** - For a sale, use the differential from the allocated purchase. Should be used in conjuction with the Deferred P&L feature.
+  * **Fixed valuation** - Enter the specific price you want CATS to use for the valuation of this item.
+For more detail and explanations of how to value material in CATS, please refer to the [[cats:analytics:valuation|in-depth wiki on Valuation]].