Setup Step 5 — Set Valuation Level

MANDATORY Layer 3 · MM↔FI bridge ⏱️ ~5 min OX14
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Step 4: Assign Plants → Company Codes
Next →
Step 6: Activate Valuation Grouping Code

🎯 Why this setting exists

SAP needs to know where stock value is tracked — at what level the same material carries a price. There are two options: This is required before PP (Production Planning) can run product costing, and plant level is the standard for ~99% of projects. S/4HANA strongly defaults to — and recommends — plant-level valuation.

💡 Easy example

This step is choosing whether each PakSteel factory prices its own iron, or all factories share one company-wide price.

Plant level = the Karachi factory (PK01) can value its iron at PKR 250/kg while Lahore (PK02) values the very same iron at PKR 255/kg — because they bought it at different times and prices. Company-code level = every PakSteel plant must show iron at one shared price.

For Pakistan and the S/4HANA standard, the answer is plant level — each plant prices its own stock.

🔗 How this connects to everything else

Valuation level is a quiet switch with loud consequences — it shapes how every material is priced and how account determination is structured downstream.

⬆️ Depends on (must exist first)

⬇️ Enables (what this unlocks)

  • The material master accounting view (price + valuation class per valuation area)
  • Step 15 — OBYC account determination (keyed by valuation area)
  • Split valuation — e.g. domestic vs imported stock (Scenario 17)

🧩 Who owns it & why MM cares

MM Enterprise-structure config. It decides whether stock is valued per plant or per company code — i.e. whether the same material can carry different prices at different plants. MM owns the consequence: every accounting view and every OBYC row keys off this choice.

🔮 Links to other modules (now & later)

  • FI Sets the granularity at which inventory value is reported and posted.
  • CO Product costing requires plant-level valuation — CO cannot cost a material that is only valued at company-code level.

🔧 Configuration — fields & steps

OX14 · SPRO → Enterprise Structure → Definition → Logistics — General → Define valuation level

Action

  1. Run OX14
  2. Select "Valuation area is a plant"
  3. Save
📊 Plant level vs Company-code level — what each means
OptionSame material, two plantsUsed by
Valuation area is a plant (pick this)Can have different prices per plant (PK01 ≠ PK02)S/4HANA standard, required for PP / CO product costing
Valuation area is the company codeOne shared price across all plants of the CCRare — legacy migration only

🚨 Issues & fixes

⚠️ This is an irreversible, system-wide decision once material exists
The plant-vs-company-code valuation choice is a one-time, system-wide setting and is effectively immutable once stock has been posted for any material. Changing it afterward is a full SAP conversion project — not a config tweak.

Pick "Valuation area is a plant" — it's the standard. The only reason to choose company-code level is a rare legacy migration, and even then most projects convert to plant level.

✅ Verification

← Previous
Step 4: Assign Plants → Company Codes
Next →
Step 6: Activate Valuation Grouping Code