Determine Strategy for Settlement Rule (SAP Library

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Determine Strategy for Settlement Rule

In this step, you define the strategy for automatic generation of settlement rules.

You use the strategy to determine:

To which objects the settings apply:

Billing element

Account assignment element

Neither

The settlement receiver, by means of the account assignment category

The following account assignment types are available:

Settlement to profitability segment

Settlement to responsible cost center

Settlement to requesting cost center

Take over settlement rule from superior object

No settlement rule

Settlement profile

Settlement key

Activities

1. Define a strategy.

2. In the Settings detail screen, stipulate:

The objects to which the strategy applies. Example: billing element

Whether the settings only apply in the event of an organizational change

Results analysis key and profile

The settlement receiver (by means of the account assignment category)

Whether

multiple assignment of sales and distribution items is supported.

Further Notes

A periodic settlement is generated, settling 100% of costs to one receiver.

The system only considers the characteristics from sales orders where a rule settling costs to billing elements is generated. It then takes over only the characteristics in the sales order item and header which are assigned directly to the billing element.