cats:questions:contracts:contractvaluation

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cats:questions:contracts:contractvaluation [2019/09/05 16:24] amandacats:questions:contracts:contractvaluation [2020/01/24 15:39] (current) amanda
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 =====How do I change the contract valuation?===== =====How do I change the contract valuation?=====
 CATS offers several options for valuing contracts against the exchange.  CATS offers several options for valuing contracts against the exchange. 
-To change the type of valuation on an individual contract item, select **Val** > **Edit** from that item screen'menu.  +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]].  
  • cats/questions/contracts/contractvaluation.1567700699.txt.gz
  • Last modified: 2019/09/05 16:24
  • by amanda