Investment Project Settlement

[Former Member]

Hi All,

Investment project can be handles in two ways:

1. Assign IM to top WBS only and settle the lower WBS to its higher and so on. Finally settle top WBS to FXA.

But this creates problem with budget availability check.

Also Settlement rule creation is lengthy job for so many WBS.

2. Assign IM to all WBS, but then it has drawback of many AUCs created for one project.

Now I tried one more possibility:

Assigned different settlement profile to lower WBS which has indicator- no settlement, ticked. But in this case I am unable to transfer the lower WBS cost to higher WBS.

Can someone pl suggest if it is possible to go ahead with this method.

Thanks in advance.

Regards

Maneesh

[Former Member]

Thank You.

[virendra_pal]

case 1

this is the standard option for investment project

note that settlement rule can be automatically generated using CJB2 transaction - there is a note you need to apply to activate this option - i.e. create settlement rule to superior WBS

case 2

this is usually in my experience what usually happens in most businesses

each lowest WBS has its own AuC and hence you settle directly to AuC from the WBS

this option also allows a mix scenario where everything cannot be capitalised

if you go for this option then there is no need to settle to superior WBS

secondly the settlement rule no settlement should not be considered

[Former Member]

Hi Verender,

Can you please provide me the OSS note for "Create settlement rule to superior WBS"?

[virendra_pal]

211324

[Former Member]

Hi

no need to transfer cost from lower wbs to higher wbs

top wbs has cost of total project , includes all wbs elements