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 Creating or Generating a Settlement Rule

Use

As a rule, the system determines the settlement rule for an order automatically from the object data.

If no object has been entered in the order, or if you do not want the order settled in the way proposed by the system, you must enter the settlement rule manually.

If you use background processing, the distribution rule can be generated as a default by the system.

Procedure

Creating a Settlement Rule Manually

  1. Call up the order in change mode .

  2. Choose Settlement rule .

The following cases can occur:

  • If a settlement rule already exists for the order, you reach the screen Maintain Settlement Rule: Overview directly.

Check the settlement rule.

To change it, go to detail data on the Maintain Settlement Rule: Distribution Rules screen, where you can make additional entries.

  • If a settlement rule does not yet exist for the order, you must first specify whether you want to maintain the settlement rule with or without the system proposal for the distribution rule. A screen appears where you can maintain the settlement rule.

Make all the necessary entries on this screen.

  1. Return to the order and save it.

Generating a Settlement Rule with Proposal for the Distribution Rule

  1. Call up the order in change mode .

  2. Choose Start of the navigation path Order Next navigation step Functions Next navigation step Generate settlement rule Next navigation step . End of the navigation path

The following cases can occur:

  • If all the data , which the system requires to generate a proposal for the distribution rule, has already been entered , then the system automatically creates a suitable settlement rule for the order.

To display the proposal generated for the distribution rule, choose Settlement rule and open the detail data.

  • If certain data , which the system requires to generate a proposal for the distribution rule, is missing , then the settlement rule must be entered manually, as described above.

  1. Return to the order and save it.