Default Settlement Rule for Project Definition

Hi Viewers,
I am having the requirement that, when i create the project, automatically system should create the AUC asset in the project level.
I tried and I am able to make at WBS element level. I need at Project level.
I need help on this...
Regards,
Aswin

Hello,
In Customizing for the order type it is set that orders should be settled periodically (default rule PP2). However, this is not supported for subordinate orders in the collective order.
For this collective order, the system sets the default rule to PP1 regardless of the settings predefined in the order type. Then the collective order is subject to full settlement.
200060 - Periodic settlement in the collective order
Please check if you have any custom development for settlement.
If not then raise this to OSS.
Best Regards,
R.Brahmankar

Similar Messages

BAPI/ Function Modules for creating Settlement rules for Project in CJ01 .

Hi Experts ,
I need to create Settlement rules for WBS elements in Projects . Please let me know if there are any BAPI or Function Modules for the same . The Function Modules "k_settlement_rules_update" , "IBAPI_ALM_ORDERSRULE_CREATE" & 'K_SRULE_CREATE'
are in "Not Released" status . so our practices does not allow us to use them .. please suggest any other BAPI or FM for creating Settlement rules .
Thanks in advance ...
Anil

Hi ,
Thanx for ur prompt reply , This function module is used for creating WBS elements . I didnot find any parameters or process to create settlement rule .. Please let me know how to use this or if there are any other BAPI available .
Thanks
Anil

Default settlement rule with settlement type as FUL for service orders

Hi Folks,
Could you please advise me on the below issue?
Requirement: setting up of default settlement rule with default settlement receiver as u201CCOST CENTREu201D and settlement type as u201CFULu201D for the maintenance orders (Order category u2013 30).
I was trying to configure the same in transaction KSR3_ORI to assign the strategy to the service order type by clicking u201CNew Entriesu201D system not showing the drop list for the status column which is a mandatory field.
We have applied the below notes:
Note 313454 - Info: Default value for settlement type
Note 851975 - Settlement use automatic generation creates
Could you please guide us to get the default settlement rule for service orders along with settlement type as u201CFULu201D

I was also with this problem in 2013 january and only found some information about this, here.
Our solution was change the Maximum number of distribution rules in Maintain Settlement Profiles to 1, because we wanted the FUL rule and it is always in the first line.
Now, for curiosity, I was search for another solution and found the SAP note 2028108 that explain that is not possible to change the strategy for PM/CS orders.
This note was released at 09.06.2014

Settlement rule for SO through sales order

Hi,
In my scenario,service order is being created through sales order.Earlier we used to have default settlement rule for the service order as Profiltability segment.Now we have changed as SD1-Sales document in the settlement profile.
Now If I create service order through sales order,in the service order settlement rule is not getting created and If I gone through IW32,its asking for With Default/Without Default.If I select with default,now its picking up the rule automatically.
why rule is not getting created during creation itself .
I though that in the sales order,first service order is getting created and at that time sales order number is not available and hence settlementy rule is not getting populated.
Is it right?
Regards
KRISHNAN

Hi Pete,
The system status is CRTD MANC NMAT PRC.
People are suggesting that we can able to populate the settlement rule as SDI(Sales document Item) during creation of service order through sales order.(Also adding the point that after creation of sales order only service order is created with details of Sales document number in the order header)
In that case why in my case its not pouplating?
Regards
KRISHNAN

How to set the default settment rule for the same kind project.

hi experts:
the project of the same kind of the project profile have the same settment rule to one account (G/L).
how to set the default settment rule for the project of this kind of the project profile.
regards

Hi,
You need to define the settlement profile and allocation structure.
next you need to define the Strategy for settlement rule.
navigation-PS> costs> automatic and periodic allocations> settlement> Settlement rule for WBS
--> Define strategy for settlement rule.
Select the strategy and click on settings. in that new entries, check the Acc Assg element, enter Settlement profile and mention accass category as reposnsible cost center.
Save this transaction.
Now create a project assgin responsible costcenter for the WBS element in the project buider and save the transaction.
Now run CJB2 transaction for the project, settlement rule will generated automatically.
even you can configure the same for profitability segment.
Rgds
Sudhir Reddy

Capital Project Settlement Rule for lower WBS

Hello,
At my present client, for Investment projects the client want to settle top level WBS to AUC and capitalise it. So ideally the cost from lower level WBS should flow to top WBS. I am using substitution to remove investment profile from lower WBS.My concern is how do I auto populate the settlement rule for lower WBS to top WBS. I am aware about settlement strategy and OSS note 211324 (however dont want to implement this note)
The appraoch I am looking for is using "WBS_SETTLEMENT_RULE' BAdI . However this BADI calls for strategy and I could not maintain the required strategy (settlement to top WBS). Is there some BADI/Function module available which can be called for updating the settlement rules on lower WBS while saving or Release ? Can I make use of exits in Substitution?
Please let me know your opinions.
Thanks
Sarang

Thanks Virendra. I agrree the only approach is development. But I need to give inputs to my developer.
We tried with BADI "WBS_SETTLEMENT_RULE" but it didnt work as it calls strategy in configuration.
So I am checking for some other options for e.g "WORKBREAKDOWN_UPDATE" which is called during save or Fn modules K_SETTLEMENT_RULE_FILL or K_SETTLEMENT_RULE_SAVE which I can use. This is a client requirement to create AUC only at top level n all cost to be rolled up to superior WBS n then settle to AUC.
The other option I was thinking is of using exits thru substitution.
What will be the best approach?
Thanks
Sarang

Default Settlement Rule of PM Maintenance Order

Hi,
While creation of settlement rule on Maintenance Order, Option appears of default settlement rule. Whenever i select that option on Settlement Rule definition screen, two rows appears for the same Cost reciever automatically ( One for Full settlement and second for Periodical Settlement) But i only want Full settlement option to appear on screen in this scenario. Can anybody pin point the root cause and share the solution of it.

hi
while defining the settlement profile specify CTR as default settlement receiver and check ,and also make the settlement profile mandatory for order release,
regards
thyagarajan

Settlement rule for Network activity

hi,
in my project, settlement rule of network activity is automatic to the superior WBS.. however i noticed that the default settlement rule is FUL.. is it possible to make setting such that the default settlement rule would still be to the superior WBS but it is PER (periodic settlement insted of full)
how to do this?
thanks in advance.

see OSS note 317871
Summary
Symptom
When you create a network or a new network activity, the respective settlement rules can be generated automatically by default. In the standard system, default rule PS1 is currently supported for this. This default rule creates a settlement rule for the full settlement.
A default rule for the generation of a settlement rule for periodic settlement does currently not exist.
Additional key words
CN21, settlement rule
Cause and prerequisites
At present, the function is not supported in the standard system.
Solution
The attached program creates a corresponding new default rule PS2 which generates a periodic rule. In Customizing, you can assign this default rule to the affected network types afterwards.
It is planned to include this default rule in a future release in the standard system.
Source code corrections
Header Data
Release Status: Released for Customer
Released on: 18.06.2007 07:57:36
Priority: Recommendations/additional info
Category: Advance development
Primary Component: PS-COS-PER Automatic and Periodic Allocations
Secondary Components: PS-COS-PER-SE Settlement
Affected Releases
Software
Component Release From
Release To
Release And
subsequent
SAP_APPL 40 40B 40B
SAP_APPL 45 45B 45B
SAP_APPL 46 46B 46B
SAP_APPL 46C 46C 46C
SAP_APPL 470 470 470 X
SAP_APPL 500 500 500
SAP_APPL 600 600 600

Settlement Rule for Internal Order

Hi All
I have Maintained Settlement rule for Internal order as under
CAT - FXA
Settlement Receiver - Asset
% - 100
Settlement type - Full
Now after settlement of above Order in KO88 . I want again use above internal order. Hence i have trying to put Settlement rule 50% for some anther asset but system gave me following error. Please guide on this issue.
Total = 50.00%, ( Set.Type PER / Version / Actual settlement ), period 010/2011
Message no. KD042
Diagnosis
You have entered distribution rules which settle 50.00% in total. This applies for settlement view ( Set.Type PER / Version / Actual settlement ) in period 010/2011.
When checking the percentage total, the system found one of the following errors:
The total percentage for the distribution rules is more than 100%
The total percentage for the distribution rules is less than 100% and this is a rule for full settlement.
The total percentage for the distribution rules is less than 100% and the 100% check is switched on in the settlement profile.

Hi:
        Please refer to the contents of OSS Note 45612 - IM: pre-settlement does not work, or KD042... which states
"Symptom
    1. If a preliminary settlement rule (for example, to cost center) is entered for individual items of capital investment measures with line item management, this rule is not considered during periodic settlement. There is no settlement to cost centers.
    2. If you enter a final settlement rule for individual line items of investment measures with line item management for a partial capitalization (that is, the percentage rate is less than 100%), then you receive the unjustified error message KD042 "Total percent = xx%".
Additional key words
KOB5, CJ70, CJ88, CJ8G, KO88, KO8G, preliminary settlement, partial settlement, partial capitalization
Cause and prerequisites
    1. You did not enter the settlement type ACT in the preliminary settlement rule.
    You can check this in the Line Item Apportionment transaction by choosing the menu option "Goto" -> "Overview dist. rules" to display the distribution rule groups entered so far.
    The system displays rules which have no entry in the "SetTyp" field (settlement type, field name PERBZ).
    2. The check of the percentages is incorrect.
Solution
    1. Install the following correction. Afterwards reverse the incorrect settlement, re-enter the preliminary settlement rule and settle again.
    2. Install the following correction. Afterwards, you can maintain the settlement rule for the partial settlement.
    Note: If you want to use a default settlement rule (maintaining the settlement rule from the master data maintenance transaction), then you are required to distribute the line items at 100%. In order to carry out a partial capitalization (settlement of less than 100%), you have to use menu path "Actual postings -> Period-end closing -> Settlement -> Line item "
Regards

Error-M2O-Settlement rule for assembly order for item...could not be genera

Hi,
When I am creating Sales Order (VA01) for M2O, I am able to do the costing and copy the EK02 condition type. I have verified the the incompletion log, it indicates that document is complete.
But while saving the sales order, the below error message is displaed:
Settlement rule for assembly order for item 000010 could not be generated. Should the order still be saved?
                Yes/No
1. If No is choosen the following error message is displayed
       Error when processing Production order
      Error when processing Production order
      Message no. V1380
      Diagnosis
        A technical error has occurred. On calling up the assembly interface, exception 5 was triggered. The exceptions have the following meanings:
1 = External block, 2 = General error, 3 = Insufficient data for the interface, 4 = Order was not found, 5 = Update has been rejected, 6 = Final document number for Production order is not issued. Procedure: Inform your system administrator.
2. If Yes is choosen, it is creating Production Order without settlement rule. Able to perform GI & Gr. If I try to enter settelement rule (Settlement receiver SDI - Sales document item) in production order (CO02), the belwo error message is displayed
"Distribution rule for Sales document item can only be created automatically Message no. KD063"
We are using the requierement class with below details:
Reqmts class: ZSO- for M2O
AAC = E, Valuation = A, Settlement profile =SD1, RAKey = 000004, Assembly type = 3.
Settlement profile contain:
Allocation structure, PA structure, Default object type = SDI. Valid receivers: Optional -Sales Order / Prof. seg.
If I make the Valuation field as blank in Reqmts class, there is no error while creating Sales order. And also Settelemnt rule with sales document item as receiver is successfully creating for the production order. Since the Valuation is blank in requirement class, it is Non valuated Sales order stock. All GIs & GR are non valuated
The business requirement is it should be valuated sales order stock and the production varinaces has to be settled to Sales order. Then Sales order has to be settled to COPA.
Need your valuable inputs to meet this requirement.
Let me know if you need any further details.
Thanks in advance.
Regards,
ADI

Dear SAP PP Consultant ,
What is the strategy group you are maintained in the material master ?

Settlement rule for Asset Under Construction not automatically generated.

Hi Experts,
I am working on a capital project scenario where in i configured the SAP IM and SAP PS module. i am able to create AUC at the WBS level on project release,but i am not able to generate the settlement rule for AUC automatically.
Please suggest as to what i am missing to generate settlement rule for AUC automatically.
Thanks,
shiv

i think for automatically AUC to be generated, u need to create investment profile in OITA in that u have to tick mange AUC in investment measure. & select settlement for summary settlement.
This investment profile u need to specify in Project Profile OPSA.
do this setting & let me know whts happen?
ok best of luck.
Regards,
ANSAR

Automatic Generation of Settlement Rules for PM order

Hi All,
I am doing a maintenance orders settlement and I have the fallowing issue:
My client has 2 types of equipment, namely vehicles and industrial equipment. Both have particular rules.
For vehicles, we need to control all cost by an internal order
Industrial equipment costs will be control by cost center.
So, cost center is maintained for industrial equipment, and Settlement Order for vehicle equipment.
I have a unique order type for which in Settlement profile I have entered Order and Cost Center as 'Settlement Optional' and default object type as CTR.
When I create a PM order for vehicle, system cannot generate automatically the settlement rule, because in order type I have entered default object type as CTR and in equipment I just have the Settlement Order.
But if I create a PM order for industrial equipment system create automatically the settlement rule, because cost center is maintained for industrial equipment and order type has default object type as CTR.
In the allocation structure I have a receiver category for CTR and ORD.
So, Could you help me how to generate automatically settlement rule for both cases without 2 order types?
Thanks & regards,
Hélder Nunes

hi
i think it is not possible to generate settlement rule based on equipment ,if you have specified the default settlement category in IMG ,it will be generated .
check with your technical team whether user exit IWO10027 can be mapped
regards
thyagarajan

Auto Run Program not updating Settlement Rules for few WBS elements

Hi,
Addition of settlement rules for OPEX WBS.
In producion system, two jobs are running daily for generating settlement rules of WBS elements but, all WBS elements are not updating with Settlement rules.
It is becoming a problem in the Period end while doing the settlement. Currently we are updating the settlement rule manually.
We have investigated and found the following WBS element with Profile name are not updating Settlement rule.
H-U0DU0204DE-EX-J0 - HHDC01
H-N0U00ULD01-P1-D1-W2 - 000090
H-U0DU0204DE-EX-U0-T1-OB - HHDC01
H-U0DU0204DE-EX-U1-W1-ON - HHDC01
H-U0DU0204DE-EX-U2-W1-ON - HHDC01
H-U0DU0204DE-EX-I0-E1 - HHDC01
H-U0DU0204DE-EX-I0-B1 -HHDC01
H-U1DU0204DE-EX-U0-W1-ON - HHDC01
Job Names :
ZFPD_UK_SETTLEMENT_RULE_GEN
ZFPD_NO_SETTLEMENT_RULE_GEN
Please suggest on this issue
Regards

Hi,
I suppose these are background jobs. Usually there is an issue with background jobs that are run for a custom developed program. Not sure why that happens. Even i faced this issue with a couple of jobs in my system. I have still not found out the reason as to why this happens. There might be a possibility that these projects were being processed in the foreground by some user and hence they were omitted from the run.
I would suggest you to consult your technical guys on this.
Regards,
Gokul

Settlement rule for several assets but one internal order number

Hi,
I have a question regarding the settlement rule for an internal order. I have issued an internal order number to capture costs for a construction project. When the project is completed how do I update the settlement rule for the internal order to several assets all for different amounts?
For example an internal order number has collected costs of 150,000.00 for the completion of a building. When the building is complete and I want to do a final settlement of the internal order. I have one asset for land improvements for 43,000, another asset for the HVAC system for 33,000 and building costs of 74,000. When updating the settlement rule I know to create the assets and update the settlement rule with these asset numbers, but I am unclear on how to assign multiple assets with differnt amounts.

Hi ,
In the settlement rule , you need to select the Receiver as FXA and then enter the Asset number and then you will have to put the % that you want to settle to .
Like if you have 100/- Rs. total cost and you want to settle it to 2 assets in 60/- Rs. and 40/- Rs.
Then you will have to enter 2 line items in settlement rule with diffrent asset numbers and in proportion you will have to say 40 % and 60% , based on which the final settlement would happen .
So make the proportion changes in the settlement rule accordingly .
Regards ,
Dewang T

Settlement rule for order

hi co guru sir....kindly guide me to maintain settlement rule for production order. steps by steps..plz..
problem is this when i create planned order to production order ..first screen open for maintain settlement rule...i have maintained..but may be wrong...
plz guide me for maintain the settlement rule........
thanx
regards
Aqueel

Hi,
Settlement rule determines which portion of the costs on a sender should be settled to which receiver(s).
You need to create a settlement rule to settle the actual costs of a sender object. The settlement rule contains the distribution rules for the sender.
Structure: The settlement rule contains:
- One or more distribution rules
- The settlement parameters for a sender object.
Creating a Settlement Rule:
You previously had to maintain the settlement rule for internal orders manually. Now the system can automatically generate settlement rules for internal orders.
Procedure:
1) Choose Settlement rule in the master data maintenance for the relevant sender object.
The Maintain Settlement Rules: Overview screen appears.
If you stored a default for account assignments in the settlement profile then the system displays the existing distribution rules. The settlement receiver is the object type you stored as an account assignment default in the settlement profile.
You maintain settlement rules in Customizing under Controlling -> Internal Orders -> Actual Postings -> Settlement -> Maintain Settlement Profiles.
2) Choose Edit -> New rule or enter the value directly.
Specify how the sender object costs are to be settled to the various settlement receivers:
- By percentage
- By equivalence numbers
For distribution rules of the same settlement type (periodic or total) you need to determine the portion using either percentage rates or equivalence numbers.
Specify the settlement type for each distribution rule.
The system defaults the settlement type depending on the receiver, for example PER for cost center, FUL for fixed asset. You can overwrite the default value, if required. When you save the sender object, you automatically save the settlement rule.
I hope it will help.
If helpful, please assign points.
Regards,
Manju

Default Settlement Rule for Project Definition

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