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cats:questions:contracts:contractvaluation [2019/09/05 16:24] – amanda | cats: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' | + | To see the valuation on an individual contract item, review that item screen.\\ |
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+ | To change the type of valuation on an individual contract item, select **Val** > **Edit** from the toolbar menu on the item screen.\\ | ||
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+ | ====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. | ||
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+ | For more detail and explanations of how to value material in CATS, please refer to the [[cats: |