Generating the Settlement Rule
Use
To carry out results analysis and settlement, you need to maintain the relevant profiles and settlement rules for all project objects relevant to the settlement.
In this project step, you use automatic settlement generation to generate the relevant profiles and settlement rules on the WBS elements.
The system uses the default values of the network type to automatically assign a settlement rule to the project activities.
Prerequisites
In Customizing, you must have defined the strategy for the generation of the settlement rule, and assigned this to project profile 1000.
Procedure
Menu Path |
Logistics ® Project System ® Financials ® Period-End Closing ® Single Functions ® Settlement Rule ® Individual Processing |
Transaction |
CJB2 |
Field |
Data |
Project definition |
E-#### (#### is the number of the sales order) |
With hierarchy |
Select |
Period |
Current period |
Fiscal year |
Current year |
Test run |
Deselect |
Detail list |
Select |
You see the basic list of the log.
The lists shows you, for example, the strategy used and the generated settlement profile.
Result
As defined in strategy 10, which is stored in the project profile, the system generates a settlement rule, and, if required, a PA transfer structure, for each WBS element.
Strategy 10 specifies that the billing element is to be settled 100% periodically to the profitability segment. All of the lower-level WBS elements are not settled.