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Former Member

settlement rule generation

Hi all.

I am using line item settlement. using investment projects.

Unable to generate the settelemnt rule for the lower level WBS elements. while settling from WBS to AUC

1. Created project (throught AR) with one one level WBS element (top level), planned cost, released budget, posted actual. now while doing settlemnt, i am able to generate settlemnt rule for top level WBS element automatically and settlemnt is done.

2. Created project (throught AR) with TWO level WBS elements (top level and 2nd level), planned cost, released budget, posted actual and while doing settlemnt, i am unable to settle, as system is asking me to maintain settlemnt rule for the 2nd level.

is there a way to generate settlemenmt rule for 2nd level automatically, as i have mainitained settelemnt strategy 40, to take the settlement rule from superior WBS.

i have checked it with CJB2 also, and it giving an error ORB501.

regards

Edited by: Surya Pampana on Oct 12, 2010 12:25 PM

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3 Answers

  • Best Answer
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    Former Member
    Oct 12, 2010 at 10:53 AM

    Hi,

    In strategy use Account Assignment Category as 5.

    Regards,

    Harsh.

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    Former Member
    Oct 12, 2010 at 11:22 AM

    Is your 2nd level WBSE an Account assignment? If yes, doesnt it created an AUC for that line item?

    The 2nd level WBSE also gets settled to the respective AUC. Remove the strategy 40 and then try.

    Praveen

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    • after applying note, you will see a new account assignment category in Define strategy for settlement rule(IMG). There you have to create a strategy and then assign to project profile.

      Ok, if i have to maintain settelemnt rules manully, how to maintain at level 2.

      press ctrl+f3 in any change WBSE transaction like CJ20N. there you maintain the settlement rule for level 2 WBSE

  • Oct 21, 2010 at 06:34 PM

    There is a BADI for settlement rule generation - try using that

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