Capital Invetsment order settlement

Hello,
I have created Capital investment order, when you create the order, it will automaticlly creates the AUC, I have posted transactions like PO creation and GR, using this oder. The AUC which is created during order creation do not have any values after the above transactions posted by using order. How will these cost will flow into the AUC and settlement from AUC to actaul asset.
i was trying to define the AUC in the order settlement rule but it is not getting saved, i am getting error message stating "you cannot post to AUC (Investment support measure).
Please tell me settlement process for Capital investment order, is there any document avaialable apart from help.sap.com? if yes, please share with me.
email ID. [Email removed by moderator]
thanks,
radhakrishna
Message was edited by:
Mario Herger

Hi Radhakrishna,
Which order are you talking about here? Is it Plant Maintenance(PM) Order or Network Order?
If it is PM order, then it is likely to be OPEX and therefore, settlement would have to take place via transaction code KO8G.
If it is Network order, this is likely to be CAPEX and settlement would have to take place via transaction code CJ8G.
For the cost to flow into AUC, You would have to create assets with transaction code AS01 with the asset class AUC. Once the Asset is created, you would then use this asset number for the settlement rule that would be maintained on the WBS element which contain the order.
When the AUC asset is completed, you would then have to create a Fixed Asset and carry out Asset Transfer using transaction code ABUMN. This is how settlement is done from AUC to Actual Asset.
I hope the above helps.
Do not forget to award the points please.
Regards,
Jacob

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Capital Investment order settlement

There are some AUCs created via capital investment orders. But the problem is These AUCs were creted during the time when the Depreciation area is de-activated for the particular class. After that there s GR, IR & Payment all with reference to PO.
One point tp note, as the AUCs were created when the dep area is in-active, the depreciation tab is in active in the AUC master record. When you are running theorder settlement (KO88), there is an error message saying "NO DEPRECIATION AREA DEFINED FOR THE AUC NO:12345".
The solution I am able to see as of now is:
1. Create a new investment order so the new AUC
2.Reset the clearing (Payment document)
3. Reverse the IR
4. Reverse the GR
5 Change the order reference in account assignment tab in PO
6. Do the GR
7. DO the IR
8. Clear the Vendor Account
9. Settle the new order
But not sure how to delete the old AUC, I am able to close the old order in this fashion. But not in a position to delete the AUC. Any idea?
Also please suggest me if there is any other easier way, because this will take a hell out of time.

Ananda,
Transferring all the costs out of the CI Order into a new one with a new AUC attached should automatically zero & deactivate the old AUC.
Depending on your setup, a journal from old --> new Order should suffice.
You may then run settlement to the new AUC with Depreciation Areas activated.
I don't think any of the drastic measures outlined are necessary.

Capital Invetsment order

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Can anybody explain, what are steps to configure and execution of Capital Investment order?,
Your valuable inputs will be highly appreciated.
Thanks in advance,
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1. Maintain allocation strucutre
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Very Urgent

Dear Priyadarshan ,
Actually AUC Settlement process is like:
Create internal order (ko01)
Post transactions to Related Internal Orders
Settle Internal Order Postings to AUC
and
Final settlement with AUC to Fixed Asset .
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in cost centers we assigns profit center.
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ssrao

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Hi Ajay Sir,
As you said is correct.
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Additional Data Tab
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Edited by: Venkatesan Anandan on Mar 11, 2009 3:03 PM

Capital Investiment Order

Hi,
Can anybody explain me the functionality of Capital Investment order (PM07) .How it can be used in Plant Maintenance.
Regards,
Raj.

Dear Raj
Capital Investment Order is a type of order used to Track whatever Capital expenditure done in the plant through Plant Maintenance.
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or
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Regards,

Capital Investemt Order

Please tell me complete cycle for Capital Investment Order according to SAP plant maintenance..
if possible please share the document

Capital Investment Order is a type of order used to Track whatever Capital expenditure done in the plant through Plant Maintenance.
Generally in Plant if I want to Replace Pump with New Pump , Old Machine with New Machine this is generally done by Capital Amount Allocated . You can do this in PS module by Allocating WBS elements & Settling to WBS Element.
You can refer following link to get more info:
[Re: Capital Investment process]
[Capital Investiment Order]

PM order settlement to asset - but I want statistical posting to I/O????

We use internal orders for our capital budgets - we set a plan for the year. We do requisitions against the order which gives us our commitment. We have workflow to upper management to release the requisiton. Once done the req is turned into PO but at this point the account assignment is changed from F to A. When migo and miro are done you can look at the report for the internal order and see a statistical actual posting - valuation type 11. The actual posting capitalized the asset. We can settle PM orders to assets - no problem - but I want to also reference the capital budget internal order in that settlment rule. This will allow me to settle the actual costs and post to the asset but get that statistical actual amount to the internal order. How do I do this? I understand the hierarchy in SAP between cost center, order, and asset. On my settlement rule for the PM order my receiver is fixed asset, but I also put the internal order number in the order field. When I settle with KO88 the cost hits my asset but I get no statistical posting to the internal order. Is it possible?

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KO8G open work order settlement

Hi,
I am facing an issue with open work order settlement using KO8G or KO88.
We are on 6.0 and PSM turned and New GL activated with a document splitting on fund mandatory flag turned on.
When open work orders undergo WIP calculation through KKAI, it shows the the calculated amount in the GL account but when we execute KO88 or KO8G to settle this open work order amount to the GL, it gives me the below error
GLT2201 "Balancing field "Fund" in line item 001 not filled"
On debugging the KO88, its seen that the field fund does not flow in from the work order.
This means that both my P&L accounts and my balance sheet accounts that offset the WIP posting does not have the fund field (which is a mandatory field for posting any document in the system).
Has anyone come across such a situation?
Any help would be appreciated.
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Pradeep
Edited by: Pradeep Giri on May 30, 2009 4:07 AM

Hey Vanessa,
Sorry i have been really busy with work off late. I just got a moment and wanted to thank you for the help.
I found a solution for it, we had FMDERIVE default the fund on the accounts used in WIP settlement as they are dedicated for those process.
The cost is picked from the order and deposited on the P&L account which is now attached to the fund and this is further transferred to the balance sheet account with the fund information.
Problem solved.
Do you see any other implications on this?
Thanks again.
Pradeep

Open Work Order settlement - KO8G or KO88

Hi,
I am facing an issue with open work order settlement using KO8G or KO88.
We are on 6.0 and PSM turned and New GL activated with a document splitting on fund mandatory flag turned on.
When open work orders undergo WIP calculation through KKAI, it shows the the calculated amount in the GL account but when we execute KO88 or KO8G to settle this open work order amount to the GL, it gives me the below error
GLT2201 "Balancing field "Fund" in line item 001 not filled"
On debugging the KO88, its seen that the field fund does not flow in from the work order.
This means that both my P&L accounts and my balance sheet accounts that offset the WIP posting does not have the fund field (which is a mandatory field for posting any document in the system).
Has anyone come across such a situation?
Any help would be appreciated.
Thanks,
Pradeep

Ashok,
Thanks for the reply.
We have a user exit to populate the order during its creation. this means the fund field is already residing on the order. so during settlement process, closed orders dont have a problem but when open orders are subject to settlement i.e WIP settlement, the cost on the order is not transferred to the GL account because of the fund missing as our financial statements should be balances by fund.
Do you think an user exit can suffice this ? have you ever tried or come across such a scenario.
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Pradeep

Using a different Sender GL in Internal Order Settlement

When we settle an Internal Order from GL/Cost Element 1 to Fixed Assets, we get:
Dr: Fixed Asset
Cr: GL/Cost Element 1.
For various reasons, we do not want to Credit the original GL/Cost Element but rather another one.
Does anyone have any sugestions as to how this can be achieved?
Thanks.

Hi
Can you tell me what is meant by "Internal Order from GL/Cost Element.."?
As per the functionality, when you settle an internal order, something is moved from the intrnal order and put to another. Hence the place from where it is moved is credited and the receiver is debited. The internal order has postings through the cost element you have posted. So the movement is from what the internal order has in its account.
Order settlement is done through a secondary cost element created and this cost element is used for debiting and crediting the sender and receivers. Hence your idea of using a totally different GL/Cost element (of course that do not have postings with respect fo the internal order in question) is not practical, I hope.

For internal order settlement rule amount column is requied instead %

Hi Gurus,
For internal order settlement rule percentage is there but business wants to settle from AUC to final asset by amount wise how can we do this.
I tried to change the investment profile but it is coming amount field while saving it is not displaying.
Please help in this regard
Thank you.
Ranganadh

Hi
Check the path
IMG>Controlling>Internal Orders>Actual Posting>Settlement>Maintain Settlement Profile>Maintain Settlement Profile.
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Regards
Sanil Bhandari

Capital Invetsment order settlement

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