Skip to Content

Changing Settlement rules on work orders with WBS where the settlement project is closed

Hi There,

We have a little problem, and I’m hoping there might be a user exit or something that allows us to change the settlement rule on Work Orders with WBS project codes as settlement receiver when the original project has been closed.

We had additional costs flow through to this PM order after the project was closed….but the PM order was available to post to.

In this instance, we chose not to force the business to reverse the transactions leading up to the extra cost. Instead we wanted to redirect the costs to another project. The problem is, in order to change the rule, we have to set the closed project back to TECO status, and then change the settlement rule, and then close the project up again. It’s a very painful process, and involves many people. Also….in this instance, the user didn’t fix it before the nightly settlement, so costs settled to the wrong project. Too many links in the chain, and a lot of risk of getting it wrong.

What would be simpler is if the system just allowed us to add the additional lines, and not have to open the closed project:

Any help with this would be greatly appreciated.

Add comment
10|10000 characters needed characters exceeded

  • Get RSS Feed

1 Answer

  • avatar image
    Former Member
    Jan 05 at 06:32 PM

    Hello Nazarene,

    I partly understood the issue except this part where you said "The problem is, in order to change the rule, we have to set the closed project back to TECO status, and then change the settlement rule, and then close the project up again."

    If I had similar issue with my PM order open but wanting to redirect the costs to a different WBS, then I would add another line to the settlement rule with my new WBS and put the older WBS settlement 'To' date to last month. This will make the older settlement rule inactive and it picks up the new rule with the new WBS.

    Please let me know if your issue is something else.

    Add comment
    10|10000 characters needed characters exceeded

    • Thanks for replying Mahesh.

      Basically it is a manual process that we do from WBS transaction (CJ20N) to reverse the project from CLSD to TECO then amend the settlement rule to the related Work order and lastly go back to CJ20N to close the WBS project back to CLSD.

      Seems that there is a relative SAP note but we are still testing if this will help us not to go through this process.

      BR,

      Nazarene