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SAP Project Systems: 1. Settlement in Sales projects

Dear Experts,

As described in SAP PS books, settlement rule for sales project only need to be set at top level (at billing element) to COPA. But at month end, we will do the project billing (refer to this top WBS element), the system will request to release this top WBS lement, it will lead to all subordinate WBS elements and activities are also released unexpectedly!!! I don’t want the subordinate WBS elements and activities are released in such case. How can we build the project structure to avoid such unexpected things in Sales Project?

Please advise.

Thanks and best regards,

Khoi Nguyen

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3 Answers

  • Best Answer
    Posted on Oct 02, 2019 at 05:40 PM

    For example, you can have two legs in the project and gradually move structures/substructures between them that will be an equivalent of Release upon the change to the Released leg. Alternatively it can be a set of user statuses to control the project and restrict whatever you want to be restricted from the system statuses. Result Analysis works fine with user statuses too.

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  • Posted on Oct 02, 2019 at 04:42 PM

    You have to release the objects in order to post settlement. The network activities have to settle to their WBS elements. And if you haven't released the lower level objects you shouldn't have anything to settle (posted costs). The whole point of assigning a Sales Order Item to a WBS element is to bring revenue and costs together to settle to COPA.

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  • Posted on Oct 16, 2019 at 09:39 AM

    Hi All,

    There is always a misconception of understanding status CRTD and REL. Once the kick off of the project happens and execution stake place, the WBS needs release to say to world task execution has started.

    Till the billing only those WBS task has kicked off has happened can be released individual along the structure below it. Once billing start at top most/ root / billing WBS, we have to make sure the WBS under below it are released.

    To control the postings once the WBS are released, we need to opt for "User Status".



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