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Former Member

Budget and Settlement of Project

Hi There,

I have a project, assigned a budget to it and released the budget including the project. For example:

Level____WBS Element____Budget_______Distributable____Assigned_____Total

1 _______Level 1 _________50.000 ____________0,00 _________ 0,00 ____50.000,00

2 _______Level 2a ________25.000 _______25.000,00 _____25.000,00 ____25.000,00

2 _______Level 2b ________25.000 _______25.000,00 _____25.000,00 ____25.000,00

Settlement rule is that a network activity settles to WBS and that level 2 WBS settles to a higher level WBS and that WBS level1 settles to a profitability segment.

To the Network activity from WBS "Level 2a" I assign costs e.g. 2.500

When I settle I am able to settle the network costs to the WBS "level 2a". But I am not able to settle the costs from WBS "Level2a" to the Billable WBS "Level 1". The system then outlines that there is a deficit of 2,500 (availability control is active and is set to 100% with error message)

If I raise the budget for WBS "Level 1" from 50.000 to 52.500 only then I can settle the complete costs to all WBS elements and to the profitability segment.

Has anyone an idea why this is happening because currently budgeting in combination of settlement is not working accurately.

We use: SAP ERP system 4.6C

Thanks, Bastiaan

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2 Answers

  • Best Answer
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    Former Member
    Jan 13, 2010 at 12:46 AM


    The assigned value at level 1 is 0. This should be causing the issue. Please check.

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    • Former Member Mohamed Rafi

      Ahmed, You are correct.

      We added in transaction OPTK Excempt cost elements, the costs elements that will be excempted. Settlement then works.


  • Jan 12, 2010 at 06:23 PM

    if you are settling to PSG then why roll up all the settlement from lower to higher elements

    Just settle the billing element - it should take up the costs of all networks and WBS below it

    for all other elements set the settlement profile as non mandatory

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    • Former Member

      Hello Virendra,

      Thank you for your answer.

      I have tried this as you mentioned. I deleted the settlement rule of the lower WBS elements and from the network activity.

      When I try to settle, SAP outlines that I should maintain the settlement rule for the network activity where I booked the actual costs on.

      So it did not take up the costs of all lower level WBS and network activities automatically. This is the reason that we defined settlement rules to settle to a higer level WBS.

      Or is there a customizing setting where one can assign that all costs should be taken from lower levels? without having to set up settlement rules for lower levels?

      Best regards, Bastiaan