Determining Settlement Rules 

Usage

You require results analysis keys or settlement rules for results analysis, incoming orders or settlement of your project. You can enter these master data either manually in the WBS elements or activities, or generate them automatically. In this case, you generate the settlement rules automatically for your turbine project.

Prerequisites

In Customizing, you have defined strategy 10 for the generation of the settlement rule, and assigned this to project profile 2000 Standard Turbine.

Procedure

  1. Use the drag and drop function to move the task Autom.Generation of the Settlement Rule into the daily overview. Select a time earlier than the current time.

  2. To start the task immediately, select Immediate Start, then choose .

The task has now been scheduled and activated for the current time in the daily overview. In the monthly overview, the day of the process flow has been selected.

Monitoring the Period-End Closing in the Job Monitor

  1. Choose .

    2. In the monitor, you see all of the activated and completed tasks. On the left side of the screen, you see the executed processing steps and the current processing status.

  2. Double-click on the processing step Automatic Generation of the Settlement Rule to call up detailed information and any messages.

    3. The messages refer to WBS element T-10###.1.2, which is not used in this process.

  3. Reduce the size of the message dialog box, until you can see the selection buttons for the detailed information.
  4. Choose Spool.

    5. You now see the log with the detailed list. A settlement rule has been generated for billing elements T-10### and T-10###.12 to the relevant profitability segments. These WBS elements have also been assigned to results analysis key 130001. No settlement rule has been generated for any of the other WBS elements. Instead they have been assigned to settlement profile 130002 "Not for settlement" (Column SProf).
    Results analysis at billing element level includes all plan and actual values for lower-level WBS elements or orders/activities. For this reason, you settle only the billing elements.

  5. To return to the Schedule Manager, choose .