Prerequisites

Periods of time must have been defined in the settlement calendar and appropriate settlement types must have been assigned to them. You can find further information under Creating a Settlement Calendar .

Procedure

On the initial screen choose Logistics → Equipment and Tools Management → Transaction Data → Calendar Maintenance → Settlement Calendar → Release Current

The Release Settlement Calendar screen appears.

In the same way as for Create Settlement Calendar , you have to access the calendar at a certain level. In accordance with the authorization concept, you can release records directly from the highest level (company code).

Choose the appropriate access sequence (level).

Select the data for the conditions.

Choose Execute . A screen displaying the settlement calendar appears.

Choose Release current .

The structure (release list) appears as follows:

Not released

Released

Rejected

Choose Edit → Expand

The system displays the entries that have been entered in the settlement calendar (levels) under their corresponding status.

Place the cursor on the level that you would like to release and choose Edit → Select

Choose the Release icon or Release → Release from the menu.

The level and period of time you have just released is displayed in the structure under Being processed (In process) → Release

Save your settings.

You automatically return to the settlement calendar. Repeat steps 6 and 7.

The system displays the levels you have released in the structure under Released .

You can cancel the release on the level (period of time) as long as it has not been included in an SD settlement run. After it has been included in the run, you can no longer cancel the release.

If you want to cancel the release, select the appropriate level. Choose Edit → Release → Cancel release . The system then displays this level in the structure under Not released .

You can also reject a release. If you want to do this, the entry cannot have been released and must still appear in the structure under Not released .

Select the appropriate entry. Choose the Release → Reject release . A dialog box appears. Enter a reason for the rejection in this dialog box. The reasons for rejection must have been defined beforehand in Customizing.

Accept this data.

If you choose Release → Data entry information you can display information on the period of time entered, activity type, reason for rejection, user name and the date on which this record was entered in the system.

Result

The entries in the calendar have been released or rejected. They can now be included in SD Settlement .

Several equipment items with activity type “in operation” were sent to recipient A with a shipping document on March 1 st.

Data is entered and released from the settlement calendar for March 3 rd with the activity type “downtime” for recipient A. (Customizing settings dictate that the settlement calendar takes precedence over the document activity and settlement type for the activity type “downtime”).

Result of Settlement on March 30 th:

Equipment is settled as follows for recipient A:

From 03.01. - 02.03. using activity type In operation

From 03.03. - 03.03. using activity type Downtime (from settlement calendar)

From 03.04. – 03.30. with activity type “in operation”

Comparison:

If you wanted to achieve this result with shipping documents, you would have to proceed as follows:

manually change the activity type of all pieces of equipment on recipient A on March 3 rd to “downtime”

manually change the activity type of all pieces of equipment on recipient A as of March 4 th back to “in operation”