Settlement rule mandatory before release of Produciton order

Dear PP Gurus,
Will you please inform me the way to configure settlement rule mandatory field before releasing the production order with out material.
Thanks in advance,
HT

Hi Hareesh
Go to IMG - Controlling - Product cost controlling - cost object controlling - product cost by order - period end closing - settlement - create settlement rule.
in this select the appropriate settlement rule that u assigned to ur production order type.
In this, in the block "Valid Receivers" for order , select "2 settlement required".
If this is done, when u create a production order, it will ask for the settlement rule to be defined.
Hope this is helpful to u. If so please reward points.
Chandra

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How to make Settl. rule mandatory before release ?

Hi,
I have project with settlement to AUC and to the superior wbs elements. I want to have the settlement rule to be made mandatory (before Release) for all those WBS elements, where it will be settled to superior WBS elements. How to make this mandatory ? Is it possible through validations or is there any BAdI available for this ? I had checked for user exits, i could not find any suitable one.
thanks in advance.
Vinodh

Hi
1.For making settlement rule manditory, check with function module "CJPN_SETTLEMENT_RULES" and put into validation in OPSI t.code..
2. when settlement rule is created system status will be set to SETC. So while saving the project , you can check if the status is SETC or not and the throw the required error.
You can use BAdi = Workorder_update interface AT_SAVE.
For staus check you can use BAPI_STATUS_CHECK and pass Objnr of the WBS and check for SETC ( Sys Status = I0028).
try this options
Thanks
S.Murali

Settlement Rule mandatory in Process order

hai,
How can I make the Settlement Rule mandatory while releasing a Process Order?
Sonali

In OKO7, select process order and in details, make the option for "ORDER- settlement required"...
karthick

How can I make settlement rule mandatory in create work order (IW31)

How can I make settlement rule mandatory in create workorder and saving without release.
I kanow we can make settlement rule mandatory upon Release order but here requirement is
Create work order (IW21) save without releasing that time settlement rule should default.

Hi,
1.If you want the settlement rule default then maintain account assignment data in technical object and when MO is created on that it would be copied into the settlement rule...
2. If you want to make those fields mandatory .... plz check up field selections in config , if you cannot find those then use SHD0 Transaction variant to make those fields mandatory.
3. Enter SHD0 , Enter IW31 in transaction and ZIW31 for transaction variant ..click create option and this takes you to IW31 initial screen , here enter required values of technical object etc and press enter and this gives you IW31 Initial scree screen variant , click continue and this takes you to inside screen and here enter required field values and on pressing enter gives you screen variant .. so you need to enter field values and check the flow of screen variants and on getting settlement rule screen variant select required option for the fields you need.
4. Finally you can save that in package created in SE80 for transporting to other client .., you can activate the variant in SHD0 -->Standard variants -->you can find activate option ..
regrds
pushpa

Settlement rule Mandatory for Plant Maintenance order

Hi Expert!
I want to make the option Settlement rule mandatory while creating plant maintenance order. I would really appreciate if you provide me the menu path in customisation to make this mandatory.
Thanks
J

Hi Jean
I do not think you can make it mandatory while creation itself.
But, you can make it mandatory (Check Functions for setting order types->settlement rule....) for order release.
Best regards
Ramki

How settlement rule will be created for Sales order with cost object

Dear Experts,
We are using product cost by sales order with valuated stock. In addition we are not using COPA
We also consume some materials at sales order level and at the end of month we want to do the result analysis and settlement for the same amount. In this case can any on explain how system will behave regarding settlement of sales order cost and what entries will get pass in the system.
In our case we have done below activities...
we have created sales order,
All production order activities completed till final GRN including month end activities
Material consumption against sales order
Result analysis executed
At the time of sales order settlement, system throwing error (Sender doesn't have valid receiver, please create settlement rule for sender object)
Then i checked in sales order there sales order settlement rule not defined.
I guess this settlement rule need be generated by system automatically. If not, please let me know the process of it.

HI kishore
the reason is that sale order always carry the revenue and production order and production period carry the cost .
cost you can settle to the Material and even management want to be settle the cost to material only in production order OR period
but in sales order when u sell the product it carry the revenue not the cost and management want see and analysis based on profitability segment are profit center level .
Prerequisites
If CO-PA is active, the system generates a settlement rule when you create the sales order. The settlement rule determines whether data is settled to other objects or other areas in Controlling. In accordance with this settlement rule, the relevant data is settled to CO-PA.
If CO-PA is not active, create a settlement rule. This settlement rule that you create manually normally contains a G/L account as a receiver (such as 399999). You can also settle costs and revenues or results analysis data to objects with revenue.
You can also settle the cost of sales calculated in results analysis to a fixed asset or a cost center. To do this, you must add to the allocation structure the results analysis cost elements under which the cost of sales is updated to the order.
The settlement rule includes a distribution rule for the sales order item. The distribution rule is made up of a settlement receiver, a settlement share, and a settlement type:
The settlement receiver (such as profitability segment or G/L account) specifies the object to which the actual costs and revenue of the sales order item are settled. The settlement receiver can be proposed through the settlement profile.
The settlement share defines the percentage or the equivalence numbers used to distribute the costs to the individual settlement receivers. The settlement share for sales order items is usually 100%. A settlement share of 100% is preset in the system.
The settlement type specifies full settlement of the sales order item. This ensures that all the data on the sales order is available for results analysis.
Settlement still takes place in each period. The revenues and the cost of sales are transferred to CO-PA by period, and the work in process and the reserves are transferred to FI.

Maintenance Order Settlement Rule Mandatory

Dear Masters,
I want to make the settlement rule to be mandatory at the time of releasing a maintenance order,can anybody tell me how to achieve this?
Hope for a sooner reply. Thanks in advance.
Chin2

Hey Shailendra,
Thanks for your reply, your answer solved my question.
Thanks a lot once again
Chin2

How to Make Settlement Rule Mandatory in Sales Order(In Acct Assigt Tab)

Hi Gurus,
I have a business requirement. For Free of charge 3rd party orders (yes they have FOC orders delivered by third party) the business wants to ensure that the Settlement rule should be mandatory. They enter cost center & receiver in the settlement rule.
i.e the order should not save till Settlement rule is maintained in the line item in the Acct Assignment tab.
Please let me know how this can be done.
1: Applied my brains on incompletion procedure but does not seems like it can be done there.
2: Is there something in CO where some setting can make it mandatory to enter settlement rule in Sales order?
3: I s there any other way in user-exits or ABAP?
4: Is there any setting in Item category(I could not locate any)?
5: Can this be done via Requirement class.
Please assist to resolve this one.

Dear,
It depends on settings in Requirement Class (OVZG) and Account Assignment Catg (AAC) in OME9
If your AAC is E in Req Class, then your sales order is a CO object.
Requirement Class in IMG can be checked - IMG > Controling > Prod Cost Planning > Cost Obj Controling > Prod Cost By Sales Order > Control of Requirement.
Or any filed any you can Make mandatory through Transaction variant SHD0.

Print out documents attached to a work order before Releasing a work order

Team
Requirement is given below. Need some advice.
How to print out documents attached to a PM work order before the order is set to released status?
Further the same documents have to be printed again after the order is released.
Regards
Sunil

I think there is an OSS Note on this one - have a look there.
There is a work-around where you do the following:
- Enter IW32 and RELEASE the the order (but do not save)
- Print out whatever you require
- Exit the order without saving (therefore the RELEASE is not saved)
Note: for one client we put a PRINT button on the Enhancement tab (user-exit IWO10018) for this purpose.
Prometheus Group also provide a solution called Print Manager
PeteA

Making Settlement rule mandatory for creating any WBS element

Hello All,
We have an requirement that system should not allow us to save any WBS element until the settlement rule is maintained.
This we want only for WBS elements where Investment rule is not assigned.
Can alyone help me to find out if this is possible, if yes then how.
Points Assured.
Thanks & Regards,
Jatinder Bansal

Hi,
The only way it seems possible is using exists in validations.
if not try to check the status of the wbs element in a validation. function module is STATUS_CHECK. and i think the system might set a special status, if a settlement rule has been maintained for a wbs element.
Rgds
Sudhir Reddy

Order Settlement Rule

Hi Friends,
I have setup a PM Orders which collect all the maintenance and running cost (internal service). I have assigned settlement Profile "Internal Order" with settlement rule "Mandatory for release".
Now when I click settlement rule button in work order, there are two distribution rules PER and FUL both 100% and to same cost centre will diaplay.
But requirement is to flow only 100% for Full not require PER, There is any SPRO settings so i can change ? please suggest me on the same.
Regards,
Sudipto

Refer [Link|Settlement rule only FUL]
Thanks
-S.N

No access to settl rule when copying Sales order from Quotation

Hi all
Can you help me on my following issue :
I create quotation in which I refer to a settlement rule.
WHen creating a sales order in reference to my quotation, the settlement rule in the "item account assignment" tab is not reachable ...
This mean that all costs are posted on the quotation but not in the sales order.
But we would like to keep all costs on the sales order, as we do in all our process.
I've checked the copying rules but found nothing..
Any suggestions?
thanks in advance
martine

In the standard sales order screen (type OR for example) if you go to Go To Item Account Assignment you can press on the button"Settlement Rule "
But when copying Sales Information to Sales order with standard copying requirements, you can not presse on the button "settlement rule"
Furthermore, in this tab, a field called "PC DUMMY" is now appaered on the screen ...??!!!
Any idea of what to do ??
thanks !
martine

Production order: Automatic Generation of settlement rule .......

Hi Gurus,
I am trying to settle a production order to a cost center. I have already define a settlement profile with Cost center as the default reciever and assigned it to the Order type but when I tried to settle it, I have to create a distirbution rule manually every time. Is this some thing to do with the strategy sequence? I have done a lot of research but the system doesnt give me any option for autmatically generating a settlement rule or assigning strategy sequence to order type for production order. I found some thing for Internal orders, but still i cant do it. Would any of you please help me. I would appreciate if you put the steps with the trxn codes.
Thanks

Dear.
As I know, there're no way to generate settlement rule of production order automatically such as that of WBS(network).
In settlement profile, If you want automatic fuction, you can only set PA segment as receiver addionally.
What you want to do is the price difference(PRD-PRF) of production order be settled? then, why don't you make automatic account assignment(OKB9)?
Generally, assumed using PA segment as receiver, we don't make price difference account as cost element, But, In your case, If you want to settle all amount of that to fixed cost center, specify that cost element to cost center by OKB9 instead of adding cost center in settleme rule.
Regards.

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

Require settlement rule when creating a Prod order

Hello,
Hello,
one of our processes is to fabricate complex tools that will be capitalized and depreciated when completed.
while the tools is being fabricated, we would like to settle regularly the production order to a capital order (AUC) and track the budget for the fabrication.
in this production process we want to require the user to enter a capital internal order in the settlement rule of the production order master data.. this way when Prod order is settled we dont have issues. can you make settlement rule entry as required during production order creation?
any input is appreaciated on the issue. Thanks
Andy

Hi,
There is no standart control for this, but I know a PP user exit which excatly meet you requirement.
PPCO0007---User Exit for Checking or Changing Header Fields During Order
You can first control if it is a production order ( ı think it is a special type to produce auc) that you want to control. Then you can select settlement rule and control and give error message settlement rule is mandotory you can not save. The exit sends a signal that it is not possible to save. For error message you can write code into the exit for the message.

Settlement rule mandatory before release of Produciton order

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