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 Settlement of an Order


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.


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.


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. 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 Creating or Generating a Settlement Rule ).

Alternative Settlement Option

You can also settle maintenance and service orders directly via the CO report program RKO7KO8G (with order category 30). Take note of the information in SAP Note 838264 and the following features here:

  • For orders that you have transferred from a Release lower than or equal to 4.5B, you must changed the phase fields in the table AFIH using the report ZIPHAS00.

  • You must fill the phase fields in the table AUFK using the report Z_SET_AUFK_PHAS0_TO_PHAS3.

  • In the selection variant, the Status Profile field in the report must be empty.

  • Also take note of the procedure described in the SAP Note and the special characteristics of the field AUFK-idat 2.


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

  • Start of the navigation path Logistics Next navigation step Plant Maintenance Next navigation step Maintenance Processing Next navigation step Completion Next navigation step Individual Processing End of the navigation path or Start of the navigation path Collective Processing Next navigation step Settle End of the navigation path

  • Start of the navigation path Logistics Next navigation step Customer Service Next navigation step Service Processing Next navigation step Completion Next navigation step Order Settlement End of the navigation path

The system settles the order to the specified receiver.

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

Caution Caution

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

End of the caution.