Generation of WBS Settlement Rule

Hi Folks!
I was wondering if there is any function module that allow me to generate a WBS Settlement Rule for a specific project and for elements on level 3.
If there is no FM for this, is there any workaround to do this.
Thx for any advise.
Regards,
Gilberto Li

Hi Gilberto,
Hm, not a question that has a simple answer. Settlement rules are first of all defined in customizing how the should be behave and secondly lies the question how to update a CO cost object with this settlement rule.
Let us first assume that customizing is done with a settlement profile named ZZ_PROF for instance. This is defined in customizing like path (from R/3 4.7): Trans SPRO -> Project System -> Costs -> Automatic and Periodic Allocations -> Settlement -> Settlement Profile -> Create Settlement Profile.
My first advice would be to use the "automatic settlement derivation feature" that can be setup in customizing alike. Trans SPRO -> Project System -> Costs -> Automatic and Periodic Allocations -> Settlement -> Settlement Rule for Work Breakdown Structure Element. Read the docu for this node (right click and choose Display documentation) to understand what possibilities and limitations this functionality has. Below this node you have the possibility to define a "settlement strategy" and allocate this to a project profile. There is also an option to define a BADi whereby you you can somewhat influence the automatic generation of settlement rules. You must "obey" the rules in the "settlement strategy" but can do some filtering of SD orders influence and derive a "settlement strategy" baseed on some coding logic of your choice.
To execute these settings on operative projects you run trans CJB1 (collective processing) or CJB2 (indicidual processing).
All in all: This is good functionality but maybe not what you are looking for due to the built in "restrictions" in the "settlement strategy" profile.
My second advice would be: What I did in the past was to write a batch input program that was run just before period end closing (that is before settlement - of course) that did read all relevant WBS elements without a settlement rule and derived a new settlement rule. Finally, updated the setttlement coding block with this info. Processing of the BDC is then done via trans SM35 the normal way.
I also did a check for trans CJB2: In include LKAZBF15 there is the "magic" call to the update FM with name KSRG_GENERATE_RULE. One option could be to set a break point here and run the trans to see what parameters has to be filled. This implies that the customizing is done before, of course. I have a feeling that this is NOT the easist solution to use - to fill the parameters correctly may be difficult
I hope this helps you in deciding what action to take.
Sometimes a simple BDC will do the trick although it may not be a "good" solution.
Disclaimer: There might be some other relevant FM to solve your problem as I am not aware of. If you find one for WBS elements then I would certainly be interested in any findings.
Regards, Johan

Similar Messages

Where to configure Account Assignment Category for WBS Settlement Rule?

Hi,
I would like to know where is the Account Assignment Category for WBS settlement rule (FXA, CTR, G/L, WBS) being configured. (SPRO Path)
Currently when I go to our settlement rule creation screen I can only see WBS and FXA, I need to add MAT (Material)
Thanks!
Regards,
Vivian

Hi Shrikant,
Do you mean in my CJ02 WBS Settlement Rule creation screen, I cannnot put MAT as account assignment category?
Does it mean that WBS element CANNOT be settled to material? and we can only settle PM order to material?
Thanks!
Regards,
Vivian

BAPI/FM to create WBS settlement rules.

Hi,
I would like to know if there is a FM or BAPI to create WBS settlement rules. I use CJ20N transaction to create manually. Any qucik response will be much appreciated and Obviously rewarded
Thanks,
Vivek.T

U can use the user exit
COPCP005 and its function exit EXIT_SAPLCKAZ_001. Try this out....
Or choose any one options from the below list which suits ur requirement:
Develop Enhancements for Material Costing
The following SAP enhancements are available for the area Cost Estimate with Quantity Structure:
o Costing Reports (SAPLXCKA)
o Costing Production Resources and Tools (COPCP003)
o Material Valuation with Cross-Company Costing (COPCP001)
o Costing Bulk Materials (COPCP004)
o Valuation Price for Materials from User Exit (COPCP005)
1. Costing Reports: SAPLXCKA
Here you can create your own reports for displaying cost estimates with quantity structure or activate the example reports in the standard system.
This enhancement contains the following components:
· EXIT_SAPLCKAZ_001 Display/print itemization
This enhancement contains example program code from SAP that you can modify and use for your own enhancement, or activate directly as a report for the itemization.
· EXIT_SAPLCKAZ_002 Display/print cost components
This enhancement contains example program code from SAP that you can either modify and use for your own enhancement, or activate as a report for the cost components.
· EXIT_SAPLCKAZ_003 Display/print cost components and itemization
This enhancement does not contain example program code.
In the cost estimate with quantity structure you access the reports with Costs -> Display user exit. The report refers to the first cost component view listed. If you want to see the costs with reference to another cost component view, choose Settings -> Cost display and choose the desired report under Select view.
You can display your own reports in the information system by adding them to the report list for product costing.
See also:
Check report list for material cost estimate
2. Costing production resources/tools: COPCP003
This enhancement contains the component EXIT_SAPLCK01_001.
The costs for production resources and tools are calculated as a flat rate within production overhead.
This enhancement enables you to plan the costs for production resources in costing with quantity structure in different ways. Here you can specify how the production resources are to be costed.
In the cost component structure, the production resources can be shown in separate cost components.
This enhancement contains example program code from SAP that you can modify or use as is.
3. Material valuation with cross-company costing: COPCP001
This enhancement contains the component EXIT_SAPLCK21_001.
Here you can enter the prices for valuation of a material that is transferred between company codes.
You have the following options for the valuation of materials that are transferred between company codes:
o You are using the standard system without cross-company costing. In this case the system uses a price in the material master record in accordance with the valuation strategy. The material is treated as if it were externally procured.
o You activate cross-company costing. In this case the material is recosted in the other company code or transferred according to the transfer control ID.
If you have not activated cross-company costing, you can use this enhancement to define alternative prices for valuation of a material that is transferred between company codes. That is, this enhancement allows you to specify which price should be used instead of the price from the material master record.
In include LXCKAF)) you can find an example program code. However, this code example can not be directly copied and used
4. Costing Bulk Materials: COPCP004
This enhancement contains the component EXIT_SAPLKKEX_001.
You can use this enhancement to plan the costs for bulk materials and show in the cost element itemization.
If the indicator Bulk material is set in the material master, the indicator Relevant to costing in in the BOM does not accept input for the item. The enhancement allows you to determine the costing relevancy. The items with the bulk materials indicator at item level of BOM are also included as relevant to costing.
This enhancement contains example program code from SAP that you can modify or use as is.
5. Valuation Price with Valuation Strategy U: COPCP005
This enhancement contains the component EXIT_SAPLCK21_002.
You can use this enhancement to specify prices for valuation of materials if you want to use valuation strategy U (valuation with USER EXIT) for material valuation to find a price for the materials.
This enhancement does not contain any example program code from SAP.
Activities
To activate the SAP example reports (the procedure is similar forthe other enhancements):
1. Create a new project or use an existing one.
2. Set the indicator SAP enhancements and choose Change.
3. Enter SAPLXCKA as the SAP enhancement and choose Save.
4. Set the indicator Enhancement components and choose Change.
5. Position the cursor on the enhancement component EXIT_SAPLCKAZ_001 and choose Edit -> Use SAP source code.
6. The system asks whether you want to create ZXCKAU01. Answer Yes.
7. Maintain the attributes.
8. Save the program and choose Back.
9. Position the cursor on the enhancement component EXIT_SAPLCKAZ_002 and choose Edit -> Use SAP source code.
10. The system asks whether you want to create ZXCKAU02. Answer Yes.
11. Maintain the attributes.
12. Save the program and choose Back.
13. Activate the project.
14. To display the reports, you must perform costing again.
Further notes
Unlike modifications, enhancements are always upgrade-compatible because they are implemented in a name range reserved for the customer rather than in the SAP original.
The general procedures for creating enhancements can be found in the enhancement transaction CMOD under Goto -> Online Manual. This takes you to the SAP library where you can find detailed information on customer exits.For more information on the above enhancements, see the associated function module documentation.
Reward if useful...
Regards
Karthik D

Regarding WBS settlement Rule using WBS_SETTLEMENT_RULE BADI

Hello every one could any one tel me about
Settlement rule of WBS by using BADI WBS_SETTLEMENT_RULE
I wanted to use same settlement rule far all WBS under same project
eg IF user enter settlement rule for WBS level 1 that should get copy into remaining all WBS thats all requirment
I am trying it thtough BADI WBS_SETTLEMENT_RULE and method DETERMINE STATERGY ?
Can i do selecting settlement rule of WBS1 and updating same table with same values for remianing WBS levels.
Thank you in advance
Deepak Pawar

Hi Deepak,
Yes, you use the that Badi, but he badi WBS_SETTLEMENT_RULE is actually not needed to fulfill the requirement, if the customizing is set accordingly.
More important is the selection in CJB1 or CJB2, so that the inherit not happend from the project defintion(instead of WBS1) to underlying WBS. I think, it can only be done using right variant with CJB1.
There is a new Badi WBS_SETTLEMENT_RULE_NEW, which allow more detailed control of the copy settlment rule action. The method GET_TEMPLATE can be used to determine which object( e.g. WBS1 ) should be used.
Kind regards,
Zhenbo

WBS Settlement rule control for service orders

Hello,
We have an requirement to implement validation point for service order settlement rule. Currently there is no validation check of settlment rule for service order. So that the settlement is happend to incorrect receivers in service orders.
For example :
Service order created for company code - 400 and the settlement rule receiver should be WBS which is belongs to same company code but some case , user are maintained wrong WBS in settlement rule which belongs to some other company code.
Can you please hlep us on this requirement and suggest any enhencement point avalible on the same.
Thanks
Risha

Hi,
Please go to okg2,
Calculate wip or result analysis
remove the tick for Order In Engineer to Order Production
Now run result analysis and check whether settlement will not happen for cross company code.
please check this and revert back.
Thanking you
Vengaiah Chowdary

WBS settlement rule

Dear PS Sifu,
What is the maximum number of settlement rule can we maintained in CJ20N by WBS element?
Please advise.
Thank you.
Kind regards,
Eila

hi
check in the settlement profile.

WBS settlement rule - change receiver

In the settlement rule for WBS element, catelgory G/L, how do I change the default Settlement Receiver? User wants WBS elements settling to a different account.
Thanks
Althea

thank you Sridhar,
Calm outside advice triumphs over frantic end-users every time.
Althea

How to create distribution rules group for wbs settlement rules

Hi,
How can I create distribution rules group for WBS element settlement rules ?
For some WBS elements I can see(in view mode(cj03)) distribution groups in settlement rules screen but when I try to edit settlement rules I only see default group.
How can i create/edit those groups ?
Regards,
Rafał

Self answered:
CJIC t-code

Missing amount field on wbs settlement rule

Investment Profile has Amounts and Percentages set on. We can't see the amount field in CJ02 settlement rule.

Investment Management -> Projects as Investment Measures -> Settlement -> Maintain Settlement Profiles
Define Settlement Profile, select the respective settlement profile which you had problem
Under tab Indicators, check amount settlement, it will appear in the project.

Check settlement rule at save WBS

Hi guys,
I have a question and I'd very thankful if someone answered me.
I would need create a validation in the at save on CJ20N transaction. This validation should check settlement rule ( Really is need that checks fixed asset in the settlement rule).
We are usign this BADI WORKBREAKDOWN_UPDATE and the method AT SAVE, is this possible to check in this BADI :
1. WBS status ( current status, not information stored in JEST table)
2. and check that WBS division is the same as Fixed asset division ( ANLA) , being fixed asset the reciver in the WBS settlement rule. ????
really our problem is that we are not sure how to retrieve information at this point from another tables different from PROJ, PRPS, RCJ_PRPSUP and SYST.
Thank you!!!!

Hi Muralidhar!!!!
Thank you very much for your reply!!! We are trying to use that BAPI for check WBS status before it is saved.
Related to settlement rule information our problem is we don't know how obtain information from another table different from PROJ, PRPS, ....in this BADI, ( really is a technical question). We are creating a WBS ( which it has not be saved yet), settlement rule information is going to be saved in COBRA and COBRB but it is not yet.
Do you know how do I have to program it in order to obtain this information?
Thanks a lot!!!
Sara

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

WBS Settlement reversal

An FI document was created and entries were posted on WBS "X" for period 03.2008 and the WBS "X" was settled in period 03.2008. In the settlement rule of WBS "X", WBS"Y" was maintained and customer "Y" was maintained.
Hence the setlltement went to WBS"Y" and customer "Y" for period 03.2008
The settlement rule for period 04.2008 was rectified and maintained with WBS "X" and customer "X".
Now if we do the reversal for WBS "X" settled for period 03.22008, would the reversal take place so in such a manner the settlemnt effect in march 03.2008is negatived. Wht would be the reversal effect.

Hi ,
WBS X has been settled to WBS Y bcoz of mistake in WBS settl rule.
The settlement happened in 03.2008.
Now in April month this settlement has to be reversed for period 03.2008.
If i do reverse settlement in April month for period 03.2008, will the new settlement rule created in 04.2008 take effect or the old settlement rule for 03.2008 will be taken to effect while doing the reverse settlement.
Regards, Samir

Wrong settlement rule in production order

Hi All,
I have a material which is assigned with strategy 70 through MRP group. In the same MRP group, production order type "XXXX"
is specified for planned order conversion. And this MRP group with strategy 70 & production order type "XXXX" is assigned to material.
Production order type "XXXX" & is assined to settlement profile "YYYY" in OPJH Tcode. In settlement profile, material & WBS element are specfied as valid & optional receivers & default object type being "WBS element"
I have created a planned independent requirement of "VSFB" type which is having account assignment as "Q- Project" & is assigned to WBS element.
MRP run produces planned order in the individual WBS segment (i.e. planned order is WBS specific "MAKE TO PROJECT").
IF this is converted to production order, the order type used by the system is "XXXX" which as per the settings. But it should have 100 % WBS settlement rule which is not taken by that production order & it is taken as 100 % Material.
Can anybody explain me why this should happen?
Regards,
MHP

> I have a material which is assigned with strategy 70 through MRP group.
> I have created a planned independent requirement of "VSFB" type which is having account assignment as "Q- Project" & is assigned to WBS element.
> MRP run produces planned order in the individual WBS segment (i.e. planned order is WBS specific "MAKE TO PROJECT").
MHP,
Can you explain us as how you are creating a PIR with account assignment to Project? Is this a component used in a BOM or is this your final product?
Planning strategy 70 is basically for MTS, so I dont think it would work for you. I feel you need to work with planning strategy 85 or 83.
Regards,
Prasobh

Automatic Allocation of Settlement Rule on WBS

Hello,
I am facing issues with automatic population of settlement rule in Expense Projects. I have a scenario where I need to settlement to Cost Centres,G/L etc. Now I have maintained a settlement strategy for WBS in configuration. However in that config the account assignment option is only for PSG, responsible CC and requesting CC.So I have left it blank and just assigned the settlement profile.
Is there any way to automatically fill the settlement rule. What will be the ideal way to deal with this situation? Manual or just maintain default receiver as responsible CC.
Please let me know if anybody has experience in above.
Thanks

You'll need to use Business addin for automatically generating settlement rules for expense projects with receiver as req cost center.
Check the documentation at:
SPRO=>PS=>Cost=>Automatic and Periodic Allocations=>Settlement=>Settlement Rule for Work Breakdown Structure Element=>Business Add-In: Generation of WBS Element Settlement Rule (CJB1/CJB2)

CJ20N : Settlement Rules Heritage on unique IeC WBS Element

Hi Experts,
I've customize PS for an investment project, who have a stategy for top down heritage of the settlement rules from the project definition, and an automatic generation of an only IeC (on first WBS element) when the entire project is launched from the project definition.
All settlement rules are settled to the first WBS element (WBS project), who becomes the IeC.
Heritage is OK on all WBS elements and I can see them under "Edit -> Costs -> Settlement Rule".
When I try to see my seetlement rules on the first WBS Element (WBS project), the system turn in loop and dump after 2 minutes (time over message).
In my opinion, the error comes that the system permiss to affect the settlement rule (for exemple WBS -> I/0001) on his own object (WBS ID I/0001) . They have no error message when I save the project for the heritage.
After this operation, impossible to go back under "Edit -> Costs -> Settlement Rule" to see the settlement rules of this WBS Element.
For more information, I don't want the create the heritage to level 2 or 3 of my WBS elements structure, because I don't want to loose a level (coding mask I/XXXX.XXXX.XXX.XXXX).
Does an expert have a solution to resolv my problem ?
Thanks in advance for your assistance.

Hi herieric ,
The program should not enter into an endlos loop in such case. It is rather a program error than a consulting issue. You can copy the key words from the dumps and search the notes. If there is still no suitable notes, create a customer message and ask SAP for support.
Kind regards,
Zhenbo

Generation of WBS Settlement Rule

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