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Former Member

Settlement rule

Hello Team,

I had a operative project with below structure

C-XXXX

C-XXXX-top WBS

C-XXXX-10

Network

Internal activity 1

C-XXXX-10.1

C-XXXX-20

C-XXXX-20.1

Internal activity 2

Internal activity 3

C-XXXX-20.2

I had use above project to create new project. For new project,auto settlement rule for activity not created WHY?

If I move activity 2 to WBS C-XXXX-10, settlement rule created WHY?

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6 Answers

  • Jan 20, 2015 at 02:12 PM

    Hi Lalita,

    it should work actually. What you can check is following customizing:

    Project System

    Costs

    Automatic and Periodic Allocations

    Settlement

    Define Settlement Rule for Network

    Assign Strategies and Default Rules to Network Types

    Please check, which default rule (PS1 or PSP) for the involved networktype + plant is set. ?

    Kind regards,

    Zhenbo

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    • Hi lalita,

      Just a thought is the Plant at WBS CXXX-10 different then WBS CXXX-20?

      Other than that I don't think other factors would influence the auto generation of settlement rule, if you feel all other config. settings are correct..

      Regards

      Sammar

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    Former Member
    Jan 21, 2015 at 07:15 AM

    Hi Lalita

    It depends on the network type. check whether your network type is Network with header assignment, i think you are using the network type Network with activity assignment so when you assign activity to WBS element settlement rule is getting generated.

    Also check the settings:

    Define Settlement Rule for Network

    Regards

    Vijay kumar Hebbal

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  • Jan 21, 2015 at 08:14 AM

    Hi Lalita,

    Pls Check the WBS Account Assignment check box.

    The strategy for automaticaaly generating the settlement rule is only valid for WBS elements that are allowed to carry costs, that is those elements that have been defined to be an account assignment element.

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    Former Member
    Jan 21, 2015 at 01:09 PM

    Hi,

    All WBS is account assignment. In project only one plant code so all WBS have same Plant code.network type Network with activity assignment.

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    Former Member
    Jan 22, 2015 at 07:23 AM

    Hello,

    below are screen shot

    Below is screen shot of WBS 20


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    Former Member
    Jan 22, 2015 at 09:18 AM

    Hello,

    There is not plant on any WBS. I had created new project with all WBS have same plant code but still no settlement rule created for activity.

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