Creating a version for group valuation is essential for managing parallel valuation scenarios in SAP. A version represents a distinct dataset for planning and actual data, allowing businesses to manage multiple valuation approaches like legal and group valuation. By defining a group valuation version, organizations can consolidate financial data at the group level, enabling accurate reporting, transfer pricing management, and comprehensive profitability analysis.

The version functionality in SAP allows organizations to maintain independent sets of planning and actual data, enabling the management of alternative planning scenarios under varying assumptions. This step focuses on defining a version for group valuation, which is critical for consolidated reporting and transfer pricing scenarios.

Creating a version for group valuation

The configuration to create and assign versions for group valuation can be accessed through:

  • Transaction Code OKEQ
  • IMG Menu Path:
    Controlling → General Controlling → Multiple Valuation Approaches/Transfer Prices → Basic Settings → Create Versions for Valuation Methods
Creating a version for group valuation

Steps to Define and Assign Group Valuation Version

  1. Access General Version Definition:
    • Open the configuration screen for general version definitions.
    • Click on New Entries to define a new version for group valuation.
  2. Define Version Attributes:
    • Enter the following details:
      • Version Name: MDG (MD Group Valuation)Select the relevant attributes for:
        • PlanActualWIP/RA (Work in Process/Results Analysis)Variance
      Ensure the version is appropriately labeled for clarity in reports.
Creating a version for group valuation
  1. Assign the Version to the Controlling Area:
    • Navigate to the Version Settings in Controlling Area section .
    • Assign the created version (e.g., 0) to the controlling area .
    • Link the version to the appropriate valuation view (e.g., Group Valuation).
Creating a version for group valuation
  1. Perform a Consistency Check:
    • Click the Valuation button to validate that the version aligns with the controlling area settings and valuation profile.
    • The validation results confirm if the setup is consistent (see
  1. Displays the General Version Definition screen, where you can create and configure the version for group valuation with specific attributes like Plan, Actual, and WIP/RA.
  2. Figure 3.10: Highlights the assignment of the version to the Controlling Area (1000 – CO Europe). The valuation view is set to Group Valuation.

By defining and assigning a version for group valuation, SAP provides the capability to maintain accurate and parallel valuations across different scenarios, supporting both statutory and internal management reporting needs.