Settlement of an Order (SAP Library - Customer Service (CS))

Settlement of an Order

Use

The costs that arise from processing an order (for example, costs for material, personnel or external services) have the individual technical objects (equipment, functional locations) as a reference object.

The costs are initially collected on the order. They are then transferred to the settlement receiver specified in the settlement rule. The receiver of the costs is independent of the reference object, which merely provides a proposal.

Orders are mainly settled automatically at regular intervals. However, you can also settle orders in dialog, individually or in connection with an order group.

You can simulate the settlement first in a test run, without saving it.

Prerequisites

You can settle an order if:

It is released

It has the status Settlement rule created

Costs collected for it have not yet been settled
A business completion has not yet been performed for it

To settle an order group, you must have created one previously.

Activities

The systems starts the settlement when actual costs have been updated to the order, or the order costs have been transferred to a work breakdown structure element or an operation.

If the system cannot generate the necessary settlement rule for each settlement, you must do this manually (see Maintaining a Settlement Rule).

Call up the order settlement. Depending on the application component in which you are working, choose one of the following menu paths:

Logistics ® Plant Maintenance ® Maintenance Processing ® Environment ® Order Settlement

Logistics ® Customer Service ® Service Processing ® Completion ® Order Settlement

The system settles the order to the specified receiver.

After the settlement, the balance on the order is 0.

Caution

In the case of periodic settlement, new costs for the next period can have been collected on the order at the time of settlement.

See also:

Settlement: Example

CO - Settlement