cats:questions:contracts:contractvaluation

Differences

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

Link to this comparison view

Both sides previous revision Previous revision
Next revision
Previous revision
cats:questions:contracts:contractvaluation [2019/09/18 17:54] amandacats:questions:contracts:contractvaluation [2020/01/24 15:39] (current) amanda
Line 6: Line 6:
 To change the type of valuation on an individual contract item, select **Val** > **Edit** from the toolbar menu on the item screen.\\   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.}}] [{{: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.1568829286.txt.gz
  • Last modified: 2019/09/18 17:54
  • by amanda