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Automate settlement rule

Former Member
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How to configure the settlement rules to be automatically created when a new project is saved such as for the AUC settlement or Requesting Cost Center?

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Answers (2)

Answers (2)

former_member203108
Active Contributor
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Settlement rule cannot be created automatically during save. If you want then you have to use development.

Former Member
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Automatic settlement rule work for the projects where object class is other than INVESTMENT.

You have to configure in SPRO IMG->>>PS->>>Costs->>>Automatic and Periodic Allocations->>> Settlement->>> Settlement Rule for WBSE ->>> Determine Strategy for Settlement Rule.

Here you can mention your default settlement receiver as requesting cost center / responsible cost center or you can enter a settlement rule for level 1 WBS element and then copy this to all lower levels.

Assign this to Project profile in OPSA transaction under the controlling area tab Settmt rule strat. field.

Then you have to execute the transaction CJB1 / CJB2 for generating the settlement rule automatically to all the WBS elements.

You can search the forum, <link removed>

you can also refer to the online help. <link removed>

Incase of INVESTMENT object class projects, the settlement rule is automatically created by the system when you execute the settlement for project first time, the receiver will be the respective AUC.

Praveen

Edited by: b praveen savan on Sep 14, 2010 6:27 PM

Edited by: Virendra Pal on Sep 15, 2010 4:56 PM

This time I am not deleting the post and do not bank on second chances.

former_member203108
Active Contributor
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Praveen,

Ask the user to simply search the forum, do not give links.

A few days one of the top contributor, who was having more than 5500 points was removed from forum, because he used to give links of the threads in his reply rather than asking the user to search on his own.