Automatic settlement rules for AUC

Hi.
I want to create the automatic settlement rules for AUC settlement instead of entering the setllement rules manually.
can anyone provide me the configuration steps required for automatic settlement rules.
Regards,
Padmavathi

Hi ,
Path: Spro - controlling - Internal orders - Actual postings - Settlement - Automatic generation of settlement rules
Can anyone please provide me the details how to configure in this path and in which scenario is it useful.
Regards,
Padmavathi

Similar Messages

Settlement rule for AUC

Dear SAP gurus,
In AIAB, I have assigned the settlement rule for AUC asset id. However I am not able to see the settlement rule assigned in As03. Is there any report

Hi,
you can see the settlement rule only in AIAB.
regards Bernhard
Edited by: Bernhard Kirchner on Jun 15, 2010 12:52 PM

Settlement rule for AUC not automatically generated

Hi Experts,
I am working on a capital project scenario where I have configured the investment profile and assigned this to the project profile. I have also configured the settlement profile and allocation structure for settlement to FXA.
On release of the WBS element the AUC is automatically created.
I have posted costs to the WBS element.
When I run settlement in test mode, using CJ88 the details show the sender as the WBS element and the reciever as the AUC, and the amount = the cost posted to the WBS element in the posting period, (as expected)
However, (now my problem)
When I run settlement in "update" mode the settlement shows 1 settlement however when I drill down to see the sender or reciever details are blank. There are alno no accouting documents and a settlement rule does not display for the WBS element. There are no error messages even though the settlement has not taken effect.
Please can anyone advise on the possible cause of this error. One further point the document type on the settlement profile is configured as "SA" GL Account Document.
Thanks in advance.
Ian

hi,
Go to Settlement rule (CJ02),where enter the WBS .here go to Extra in the menu bar of that WBS ,under Asset under construction ckeck the box of Historiy....something like that .
Regards
Ricky

Automatic settlement rule for receiver 'Fixed asset' (with out IM)

Hi Experts
I am working with project settlement to a fixed asset.
I have defined a selttlement profile in which, FXA is the only valid receiver.
Please note that we do not use Investment managent and hence no automatic AUC.The predefined asset to be used for settlement.
In this situation i am unable to generate settlement rule automatically as like the case with CTR.
The below message is experienced.
"Enter a distribution rule for Asset without a validity limit"
However i have manually maintained the settlement rule with specification of appropriate asset as receiver and settled.
In this scenario, how to ensure that the settlement rule is automatically generated, any where can we refer the fixed asset?
warm regards
ramSiva

Hi,
Settlement rule cannot be automatically maintsined, you have to maintain manually, for example if you want to settle to fixed asset, how the system know to which fixed asset it should settle. You have to maintain settlement parameter manually.
Regards,
Sreekanth

Error while attaching settlement rule for AuC asset

Getting error "The share to be settled in rule 001 is not unique" "Enter a unique number (001) (view: Actual settlement) " when trying to attach a settlement receiver in transaction AIAB - where to view the duplication of rules, and where to delete the rules ?

Hello
Check the transfer variant / receiving asset / transaction type.
Check all rules again.
Reg

Maintain settlement rule for AUC

I am getting following error in T.code AIAB. 'You have chosen a depreciation area, which does not carry the depreciation data from table COEPBR.'
Anyinputs to resolve would be appreciated.
Thanks in anticipation.
Regards,
Prasad

HI,
Assign depreciation key 000 (no dep) for Asset Under Construction - Asset Class.
Regards,
satish

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

Automatic Creation of Settlement Rule for Maintenance Order

Hi,
While doing TECO for Maintenance Order, its asking for Settlement Rule. IF I click settlement rule, message is coming as Maintain Settlement Profile with options like With Default, Without Default & Cancel.
I have maintained the Cost center in Equipment Master. Also I maintained Cost Center as Default Settlement receiver.
Also I have gone through setting in Automatic Creation of Settlement Rule under Controlling Category.
But I couldnt understand that. Can you please tell what are the steps to be done?
Regards,
Maheswaran.

Hi,
Please check the indicatorsin Actual cost/cost sales and Valid recevivers in settlement profile.
If for cost center : 1 settlement optional is maintained in valid recevivers and also for order
and in actual cost/ cost sales: indicator to be settled in full is selected.
Also check Allocation structure too if you have assigned the valid allocation structure.
**check if you have assigned the valid settlement profile to order types.
*****Most important after doing all these settings you need to create new order. for same order you will not get the automatic settlement rule
Hope this helps.
Regards,
PMAddi

Automatic Settlement rules generation

PS Experts
I need to have automatic settlement rule generation for WBS elements.
I do have all the config (PS & IM) in place and when i release my WBS element then AUC is automatically created and no settlement rules are generated at this point.
But when i create FINAL ASSET, then the settlement rules are generated automatically with final asset as the receiver. When i run my final settlement (CJ88) then the settlement rule is updated with AUC & Final asset.
My question is do i need to have Investment profile to have automatic creation of settlement rules.
What if i don't want to activate IM and still have automatic settlement rule generation?
Edited by: Raj M on Apr 17, 2008 8:49 PM

Hi,
For automtic settlement rule generation folloowing steps need to be followed.
1. Determine Strategy for Settlement Rule
In this there will be settings for settlement rule where we define the recevier cost object after project settlement.
This strategy will be assigned to project profile
2. Generate Settlement
CJB2 transaction need to be run for generation settlement for the WBSE.
Hope this will help you.
Regards,
Rakesh Pradhan

Automate settlement rule

How to configure the settlement rules to be automatically created when a new project is saved such as for the AUC settlement or Requesting Cost Center?

Automatic settlement rule work for the projects where object class is other than INVESTMENT.
You have to configure in SPRO IMG->>>PS->>>Costs->>>Automatic and Periodic Allocations->>> Settlement->>> Settlement Rule for WBSE ->>> Determine Strategy for Settlement Rule.
Here you can mention your default settlement receiver as requesting cost center / responsible cost center or you can enter a settlement rule for level 1 WBS element and then copy this to all lower levels.
Assign this to Project profile in OPSA transaction under the controlling area tab Settmt rule strat. field.
Then you have to execute the transaction CJB1 / CJB2 for generating the settlement rule automatically to all the WBS elements.
You can search the forum, <link removed>
you can also refer to the online help. <link removed>
Incase of INVESTMENT object class projects, the settlement rule is automatically created by the system when you execute the settlement for project first time, the receiver will be the respective AUC.
Praveen
Edited by: b praveen savan on Sep 14, 2010 6:27 PM
Edited by: Virendra Pal on Sep 15, 2010 4:56 PM
This time I am not deleting the post and do not bank on second chances.

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

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 ?

Automatic settlement rule creation

Hello Guru's,
I have a scenario of capital proejcts. Were I create Assets with the help of Investment profile at the top(1st level) WBS element. Now my requirment is the cost of the second level WBS should be rolled upto top level WBS element. To do this I have to manually create settlement rule for all second level WBS to settle at top level. I have to create this rule automatically throught CBJ2 tcode.
As per SAP Note 211324 I have Implemented the modification. Now I have Insert value '5' with short text 'Superior WBS element'. Also have assign the strategy to Acct. Assign element. This strategy is also assigned to settlement profile. Also have assigned this settleemnt profile to project profile.
Now, when i run CJB2 tcode for my project the system issues me an error :-
Error(s) during creation of settlement rule
Message no. ORB509
Diagnosis
Errors occurred during the check on settlement receivers.
System Response
Processing stopped.
Procedure
Check whether the:
Specific receiver Account assignment e actually exists
Settlement profile ZPI03 permits account assignment to the specified receiver
Please throw some light on this error
Regards,
Tushar

Thanks Virendra,
Thanks for your reply but tell me after the implementation of note do I need to implement BADI also as in past for some forums you have mentioned???
Regards,
Tushar

Creation of settlement rules for WBS element

Hi,
Iam having problem when creating the settlement rules for WBS elements. The business goes like this.
We have XI interface which creates the Idocs and an inbound program(customized) to process the Idocs. When the Inbound program is run the WBS elements are created and settlement rules are created for the WBS elements. The inbound program is run automatically thru batch job.
First time when the Idocs are processed about 95% of the WBS elements have settlement rules created and for other 5% settlement rules are not created. The Idoc is in status 64. I tried reprocessing the Idoc and then the settlement rules are getting created succussfully. The problem is Iam not able to find why the Inbound program is not processing succusfully when its run first time but works when reprocessed.
I appreciate if anyone can send their views.
Best Regards
SK

Hi!
You might set the processing to check not only once the relevant IDocs, but more times...
Check out these programs, and set them into a batch job periodically...
RBDMANI2
RBDAPP01
Regards
Tamá

Automatic settlement rules for AUC

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