Highlight the WBS that would contain the settlement rule and click on the EDIT menu then COSTS > SETTLEMENT RULE. In here you can get into Change Documents via the GoTo menu. Change is activated. But cannot go to change docs by the way you mentioned Please refer to SAP Note 499701 - Change Documents for Settlement Rules.
How to change a settlement rule after I have settled?
This answer has been undeleted. once you settle an order with a settlement rule you cannot change the rule no more. But you can create a new settlement rule. First double click on the settlement rule you are currently using and for the "validity from field" give the last period. so this rule wont be in use anymore.
How does amount settlement work in SAP?
SAP note 330001 describes how amount settlement works, providing detailed examples. The main theory of amount settlement is that the amount to be settled (from the distribution rule) is proportionately deducted from incurred costs. The rest is distributed to the receivers of the percentage rules.
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.
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 change the internal order settlement rule in SAP?
Step-1: Go to transaction KO02. Go to Accounting → Controlling → Internal Orders → Master Data → Special Functions → Order → Change. Step-2: In the next screen, enter the order details which requires settlement and click on Master Data to proceed. Step-3: Click on the Settlement Rule to proceed.
How do I change the distribution rule in SAP?
To invalidate a distribution rule that was created automatically, set the percentage of the settlement share to 000....It specifies the following for a settlement sender:Settlement Receivers.Settlement share (percentage or proportional)Settlement type (periodic or cumulative)Validity of the distribution rule.
What is settlement rule in SAP?
The settlement rule includes one or more distribution rules for the production order. The distribution rule consists of a cost receiver, a settlement share and a settlement type: The settlement receiver determines to which cost object the actual costs of the production order are to be settled.
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 you maintain a distribution rule in SAP?
To settle objects from the SAP Controlling component, each settlement rule must have at least one distribution rule. You need to define the settlement rule before the first settlement of the sender object, as subsequent changes are only possible to a limited extent.
How do you create a settlement rule in AuC in SAP?
Automatic Settlement of Assets under ConstructionStep 1 : Scoping.Step 2 : Assign AuC.Note: Before you mark 4000 as AuC, make sure that you have not created any other Non-AuC assets / Fixed Asset.Note: This settlement rule button will be enabled only for AuC and not for other assets.More items...•
How do I view 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...
What is KO8G in SAP?
The SAP TCode KO8G is used for the task : Actual Settlment: Int. -/Maintenance Orders. The TCode belongs to the KABR package.
What is internal order settlement rule?
Purpose. An internal order is usually used as an interim collector of costs and an aid to the planning, monitoring, and controlling processes needed. When the job has been completed, you settle the costs to one or more receivers (cost center, fixed asset, profitability segment, and so on).
How do you add 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 you define a 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.
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What is settlement rule?
The settlement rule contains the settlement parameters as well as the distribution rules. Distribution rules contain the settlement receivers, settlement shares and settlement type. They can contain a source assignment. 1.
What is hierarchy settlement?
This means that a sender (that is also a receiver during this settlement) is processed according to the object settled to it. This is controlled by the hierarchy number in the settlement parameters.
What is the difference between a 100% per and a 100% Ful rule?
This means that all costs from the settlement period are settled using the PER rule, and the activity information for these costs are transferred thus to the receiver cost center. On the other hand, the FUL rule ensures that any subsequent costs that were settled to the past are also settled.
How does SAP note 330001 work?
SAP note 330001 describes how amount settlement works, providing detailed examples. The main theory of amount settlement is that the amount to be settled (from the distribution rule) is proportionately deducted from incurred costs. The rest is distributed to the receivers of the percentage rules. The amount settlement does not take place if there are no costs that need to be settled. Please see useful information in SAP note 50249.
What is external settlement?
External means that the settlement not only occurs in CO, but also triggers postings in Financial Accounting. You specify whether a receiver category can be entered in a distribution rule or not in the settlement profile. 2. Distribution Rules using Percentages, Equivalence Numbers and Amounts.
What are distribution rules?
Distribution Rules using Percentages, Equivalence Numbers and Amounts. Settlement is made depending on the settlement rule created. You can create distribution rules with either percentages, equivalence numbers or amounts.
Can you create a settlement rule manually?
Generated Settlement Rules. There are a lot of object types (including production orders and sales orders) where it is not feasible for the user to create a settlement rule manually. For this reason, the system generates the settlement rules automatically at certain times.
What is settlement profile?
The settlement profile is a prerequisite for settlement process flow.
What does "to be settled in full" mean?
To be settled in full – Object needs to be with value 0, before close status or deletion flag. Can be settled – Only warning message, when Object is set to close status or deletion flag, if the balance, not 0.
Can choose be settled?
Choose ” can be settled “ – Can include receiver in settlement rule. Choose ” Must be settled “ – Must include receiver in one settlement rule at least. Allocation structure – Used to Allocate cost posted/incurred on a sender by cost element or cost element group.
