Entering the Settlement Rule for the WBS Element 

Use

In this project step, you generate the relevant settlement profiles and settlement rules on the WBS elements.

The system uses the automatic generation of settlement rules (settlement rule and parameters for the settlement rule) according to the strategy defined in Customizing.

For more information, see the SAP Library, under Logistics ® Project System ® Costs.

Prerequisites

In Customizing of the Project System you have defined settlement profile ZEC001 and strategy Z4 for the automatic generation of the settlement rule on the WBS element.

In project profile IECPP01 we have stored strategy Z4.

Procedure

  1. Call up the transaction as follows:
    2.

    Menu Path

    Accounting ® Project System ® Financials ® Period-End Closing ® Single Functions ® Settlement Rule ® Individual Processing

    Transaction Code

    CJB2

  2. Enter the following data:
    3.

    Field

    Data

    Project definition

    A-20###

    Period

    Final period of the project

    Fiscal year

    Final fiscal year of the project

    Test run

    Deselect

    Detail lists

    Select

  3. Choose .

    4. You see the basic list of the log.

  4. To call up detailed information, choose .

The lists shows you, for example, the strategy used and the generated settlement profile.

Result

As defined in strategy Z4, which is stored in project profile IECPP01, the system generates a settlement rule, and, if required, a PA transfer structure, for each WBS element.

In line with the settlement rule, the relevant data is settled to Profitability Analysis CO-PA.