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Create a single AuC for all WBS on a project

Hi Gurus;

We have an investment project with several WBS elements which will be setteled to a AuC, by using an invesment profile we can create AuC when project is released, problem is one AuC is created for each WBS element, this creates a bit of chaos on financial reports and we have recieved a request for all WBS to setlle against the same AuC instead of several.

One way would be manually creating the AuC and then assing it to the settlement rule but this way we loose the automatization gained by asigning an investment profile. Is there a standard way to change this system behavior?

Thank you in advance for your time


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3 Answers

  • Best Answer
    Posted on Jun 15, 2016 at 07:16 AM

    Hi Pelayo,

    You can check SAP Note 211324 - CJB1: Strategy for settlement to superior WBS.

    You can settle costs of lower level WBS elements to level 1 WBS element by defining strategy rule and then settlement of level 1 WBS element to AUC.

    Investment profile should be maintained only at level 1 WBS element.

    You will need to take help from ABAP consultant also.

    Kindly go through the note.



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  • Posted on Jun 15, 2016 at 03:20 AM

    HI Pelayo,

    you can write validation for where system will check if WBS level 2 then investment profile should be blank. all WBS Level 2 will get settled to WBS Level 1 and finally all cost will go to AUC created via WBS Level 1.



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  • Posted on Jun 27, 2016 at 07:51 AM

    Just check by any chance, you have ticked account assignment and billing element for the wbs for which you want to create settlement rule.



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