Settlement FAQs

how to add settlement rule

by Crystal Kling Published 3 years ago Updated 2 years ago
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Kumar is right. you can also create a settlement rule using T-code CJ88 and put the Project definition or WBS element, Period and posting date. AUC will automatically create against WBS.You can also create it manually by selecting the WBS element then Press CTRL+F3 by keyboard and put the requirement entry, your auc will create. Rofique

Full Answer

How is the settlement rule generated?

The settlement rule is generated based on the settlement profile assigned to that order type. The settlement profile configuration determines if the order is settled in full, can be settled, or not, what receivers are valid, what allocation structure is relevant, along with many other settings.

How to create a settlement rule in AUC?

Kumar is right. you can also create a settlement rule using T-code CJ88 and put the Project definition or WBS element, Period and posting date. AUC will automatically create against WBS.You can also create it manually by selecting the WBS element then Press CTRL+F3 by keyboard and put the requirement entry, your auc will create.

How do I make a percentage settlement?

Settlement is made depending on the settlement rule created. You can create distribution rules with either percentages, equivalence numbers or amounts. In the settlement profile, you need to specify whether fields (such as for the amount in the rule) are ready for input.

How do I assign a settlement type to a distribution rule?

You need to assign a settlement type (PER for periodic settlement and FUL for full settlement) to each distribution rule. When you manually create a settlement rule, the system defaults the settlement types depending on the receiver category. The default value cannot be entered without making modifications.

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How do you display a settlement rule in SAP?

go to T Code: CJ88, Enter the WBS element for which you want to see the Settlement rules. Then enter the period the fiscal year check the test run.. hit enter upon entring the description appears net to the WBS elemt you jsut enetered.. then click on goto >settlment rules -->itemization or the settlement rules...

How do I create asset settlement rule in SAP?

ProcedureChoose Settlement rule in the master data maintenance for the relevant sender object. The screen Maintain Settlement Rule: Overview screen appears. ... Choose Edit New Rule. or enter the value directly. ... Specify the settlement type for each distribution rule. Note.

Where is settlement rule in SAP?

The system automatically assigns a settlement rule to the production order when the order is created. The assignment is carried out via the default rule defined in Customizing. The settlement rule includes one or more distribution rules for the production order.

How do I change the settlement rule in SAP?

Click the Settlement Rule button in the menu. Click in the Cat (Category) field and choose WBS element in the Maintain Settlement Rule: Overview screen. Enter the relevant project WBS element in the Settlement Receiver field. Click Back to return to the Change WBS Element: Basic Data screen.

What is Aiab SAP?

The SAP TCode AIAB is used for the task : Asset under Construction (AuC) Assignment of Distribution Rule. The TCode belongs to the AIA package.

How do you create a WBS settlement in SAP?

According to me just like when Internal Order is settled to AUC through T-Code KO88, WBS element gets settled to AUC through CJ88. In WBS Element the Settlement Ruel needs to be maintained and then the same needs to be settled periodically. Then from AUC to Fixed Asset you need to execute T-Code 'AIAB' & 'AIBU'.

How do you maintain settlement rules?

If a settlement rule does not yet exist for the order, you must first specify whether you want to maintain the settlement rule with or without the system proposal for the distribution rule. A screen appears where you can maintain the settlement rule.

How do I create a settlement profile in SAP?

You can maintain a settlement profile in system. Step 1 − Use the T-code: OKO7 or navigate to SPRO → IMG → Controlling → Internal Orders → Actual Postings → Settlement → Maintain settlement profiles. Step 2 − In the next window, select maintain settlement profiles and click Choose.

How do you create a distribution rule in SAP?

You can define Distribution rule in Modules > Financials > Cost Accounting >Distribution Rules. By using distribution rule, you can divide expense in to different cost centers in single dimension. If you don't use distribution rule , you may need to select single cost center for 1 expense.

How do I delete a settlement rule in SAP?

Once a settlement receiver has been used in a settlement SAPgui will not allow it to be deleted from the settlement rule. To make the change, put an end date on that settlement rule (To Period / To Fiscal Year fields) and create a second rule using the new receiver, including the From Period / From Fiscal Year fields.

How do I delete a settlement rule in SAP?

Once a settlement receiver has been used in a settlement SAPgui will not allow it to be deleted from the settlement rule. To make the change, put an end date on that settlement rule (To Period / To Fiscal Year fields) and create a second rule using the new receiver, including the From Period / From Fiscal Year fields.

What is distribution rule in SAP?

A distribution rule is a cost accounting method used to allocate direct and indirect expenses and revenues to one or more cost centers. It contains information regarding the portion or the fixed amounts of the expenses or revenues to be allocated to each cost center.

What is SAP allocation structure?

An allocation structure comprises one or several settlement assignments. An assignment shows which costs (origin: cost element groups from debit cost elements) are to be settled to which receiver type (for example, cost center, order, and so on).

When should you submit an answer to a poster?

You should only submit an answer when you are proposing a solution to the poster's problem. If you want the poster to clarify the question or provide more information, please leave a comment instead, requesting additional details. When answering, please include specifics, such as step-by-step instructions, context for the solution, and links to useful resources. Also, please make sure that you answer complies with our Rules of Engagement.

Is there a BAPI for settlement rules?

There is no bapi or fm to create settlement rules. You will have to make a bdc to meet your requirement. Help to improve this answer by adding a comment. If you have a different answer for this question, then please use the Your Answer form at the bottom of the page instead.

What is settlement rule?

The settlement rule is generated based on the settlement profile assigned to that order type. The settlement profile configuration determines if the order is settled in full, can be settled, or not, what receivers are valid, what allocation structure is relevant, along with many other settings.

What is settlement profile configuration?

The settlement profile configuration determines if the order is settled in full, can be settled, or not, what receivers are valid , what allocation structure is relevant, along with many other settings. This is the key piece of settlement configuration that links together other elements like the allocation structure. A different settlement rule is generally required for each cost object.

What is allocation structure?

The allocation structure determines what source cost elements are posted to what settlement cost centers. For example, you can group together material costs to see them separately from labor costs and service costs. You can also settle those costs to different settlement cost elements to have more visibility to that level of detail during settlement.

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