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 Creating a Settlement Rule

You previously had to maintain the settlement rule for internal orders manually. Now the system can automatically generate settlement rules for internal orders .

Procedure

  1. Choose Settlement rule in the master data maintenance for the relevant sender object.

    The Maintain Settlement Rules: Overview screen appears.

    If you stored a default for account assignments in the settlement profile then the system displays the existing distribution rules. The settlement receiver is the object type you stored as an account assignment default in the settlement profile.

  2. You maintain settlement rules in Customizing under Start of the navigation path Controlling Next navigation step Internal Orders Next navigation step Actual Postings Next navigation step Settlement Next navigation step Maintain Settlement Profiles End of the navigation path .

  3. Choose Start of the navigation path Edit Next navigation step New rule End of the navigation path or enter the value directly.

    Specify how the sender object costs are to be settled to the various settlement receivers:

  • By percentage

  • By equivalence numbers

Note Note

For distribution rules of the same settlement type (periodic or total) you need to determine the portion using either percentage rates or equivalence numbers.

End of the note.

Specify the settlement type for each distribution rule.

Note Note

The system defaults the settlement type depending on the receiver, for example PER for cost center, FUL for fixed asset. You can overwrite the default value, if required. When you save the sender object, you automatically save the settlement rule.

End of the note.

See also:

Distribution Rule