Do this :
- 1) In SPRO--> settlement --> Specify the default settlement profile for your project definition
- 2)Define settlement rule for network --> Define strategy --> Enter the priority as 4 (Copy settlement rule from project definition )
- 3) Assign this strategy to your network type
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 to create settlement rules?
The settlement rule contains the receiver, the apportionment rule, and other settlement parameters. You must enter a settlement rule for each object you want to settle. You can generate Settlement rules using CJB2. If settlement rule is created, you can view the same in CJ20N screen. Goto EDIT ->COSTS -> Settlement Rule
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.
What is the difference between project type and settlement rule?
In which table I can see the Project type ( like A, B......) and settlement rule. Settlement type and Settlement rules are two different things. The settlement rule contains the receiver, the apportionment rule, and other settlement parameters. You must enter a settlement rule for each object you want to settle.
What is a settlement rule in SAP?
Settlement Rule (SAP Library - Plant Maintenance (PM)) Settlement Rule. Definition. Defines what proportion of the costs on a sender should be settled to which receiver(s). For this, one or more distribution rules are assigned to each settlement sender.
How do you create a settlement rule in WBS in SAP?
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 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 the settlement rule in SAP?
If you want to settle sub-orders differently to the superior main orders, you can calculate the settlement rule for these sub-orders accordingly in Customizing by choosing Plant Maintenance → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Define Settlement ...
What is WBS settlement in SAP?
Orders and/or WBS elements are used to temporarily collect costs for an investment measure. These debits then have to be debited in turn to assets under construction or cost centers. Therefore, periodic settlement of the measures is required.
How do I change the settlement rule in SAP?
ProcedureChoose Settlement rule in the master data maintenance for the relevant sender object. ... You maintain settlement rules in Customizing under Controlling Internal Orders Actual Postings Settlement Maintain Settlement Profiles .Choose Edit New rule or enter the value directly.
How do I create AUC from WBS?
Following are the steps for Automatic creation of AUC.Asset Class (FI)Investment profile (FI)Assignment of Investment profile by PS team (PS)Creation of settlement Profile (FI)Assignment of Settlement Profile to company code (FI)Creation of Allocation structure.More items...•
How do you settle AUC assets to Fixed Assets in SAP?
Settlement Run- AUC to Fixed Assets using Tcode AIAB Go to the transaction code AIAB , enter the company code, AUC number and press on execute button. Now select the enter button to maintain settlement rules. Enter the category 'FXA', the receiver asset number and the percent allocation.
How do you transfer assets under construction in SAP?
As a result, the transfer from the asset under construction to completed fixed assets can be handled in one of two ways:Summary transfer from a normal asset master record to the receiver assets (transaction type 348/349)As an asset master record with line item management, which you settle by line item to the receivers.
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 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.
What does Settlement rule mean?
You use a settlement rule to define how the costs of a maintenance task are to be distributed and settled. One or more distribution rules are assigned to each settlement sender. You have to specify the correct settlement rule so that the costs resulting from maintenance tasks can be settled correctly.
How do you maintain settlement rule in AuC in SAP?
Settlement rules can be maintained from AuC to Fixed Assets. To do so, in the Fixed Assets work center, Fixed Assets view, select the asset under construction, and click Settlement Rule, and then New Settlement Rule.
How do I create a budget for WBS element in SAP?
Creating WBS Elements in SAP PM To use WBS elements, use Transaction CJ01 to define a project (for example, plant maintenance budgeting) and then use Transaction CJ11 to create several levels of WBS elements as a basis for a budgetary structure.
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.
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 PER and FUL?
The PER rules only include the costs from the settlement period during settlement, whereas the FUL rules also include the values from the previous period that have not yet been 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 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 happens if you enter 0%?
If you enter 0%, you can, however, force a different settlement. The following are examples of automatically created distribution rules: Production order: Settlement rule to material or sales order. The rule is created at the same time as the order.
What is the purpose of the settlement process for Network Activities?
The purpose of this document is to cover configuration steps required for automatic generation of settlement rules for Network Activities. The settlement process for Network Activities is a common requirement for CAPEX projects for example, because the AuC has direct link with the WBS-element, so eventually you need to gather all the cost at WBS-element level before the asset settlement.
How many configuration activities are there in customizing?
As you can see the customizing part is consisting of three configuration activities.
Is Capex a business case?
The business case behind this requirement is quite simple. Complex CAPEX projects can easily account for hundred s of Network Activities and manual maintenance of the settlement rule will be a very time consuming task. Not to mention the possibility for human error.
Can you run both settlements in CJ88?
When you will be running a settlement with CJ88 you can select the flags for hierarchy and orders to run both settlements in one go:
Settlement Receivers
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. In the settlement profile, you need to specify whether fields (such as for the amount in the rule) are ready for input. SAP note 330001 describes how amount settlement works, providing detailed exam...
Per and Ful Rules
- 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. You can create PER and FUL rules at the same time. For the effects of th…
Settlement Parameters
- The settlement parameters are used to control sender settlement. Listed in the settlement parameters 1. Description (not used) 2. Settlement profile The default value for the settlement profile is taken from the order type for orders and networks, from the project profile for WBS elements, from the requirements class for sales orders and from the cost object type for genera…
Source Assignments
- If a sender has a source structure in the settlement parameters, then you can create settlement rules for each source assignment. This enables costs and revenues to be settled to various receivers separately, for example.
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. The settlement rule for production orders mainly determines the business behavior of the production order. Therefore, the automatically g…