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Settlement rule

Former Member
0 Kudos

Hi.....

Whether in IM projects..................

Genarating Settlement rule is necessary wht?

cjb1-cjb2

Regards

Accepted Solutions (1)

Accepted Solutions (1)

former_member203108
Active Contributor
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Normally Settlement in IM goes like this Investment Measure(WBS) to AUC and AUC to FXA....

U will maintain Investment profile in WBSE...When u release the WBSE, an AUC for that WBSE will be automatically created....

If u want to settle all the cost of WBSE to that AUC...then u dont have to create settlement rule, u can directly run settlement....

but if u want to settle a portion of cost (say 20%) to other reciever like Cost center and balance to AUC then u will have to maintain a settlement rule....

Former Member
0 Kudos

Thanx Ahmed.

Now im clear about this concept.

see i have seen in one project when wbs is the settlement rule will be

Cat settlement receiver receiver type equivalence num Settlement

FXA xxxxxxxx 01 Full

wht does it indicates.

Regards

former_member203108
Active Contributor
0 Kudos

It indicates the Completed Asset has been created for that investment Measure(WBSE)....and when u set the System status to TECO...and run settlement...the system will automatically pick this settlement rule and settle all cost to that Asset.

Answers (2)

Answers (2)

former_member201206
Active Contributor
0 Kudos

Some detailed information about CJB2 in this area:

WBS element with the invest. profile, which indicator 'manage Auc' is ticked, will not included

by transaction CJB2.

In other case, that the wbs element has a investition profile, but

the investition profile do not has the flag 'manage Auc' ticked, is not

considered as a accompanying measure. In this situation, a autom.

settlment rule generation can be useful.

Kind regards,

Zhenbo

Former Member
0 Kudos

Hi Chandra,

IM is only to allocate budget... Settlement rule is necessary

Regards

Vinodh

Former Member
0 Kudos

Hi...thanx for reply .

Actually im having a doubt when we have to use cjb2 or cjb1 in process(im pro)

Regards

Former Member
0 Kudos

Hi,

Though I am not very clear with your qn. You have to create settlement rule when you are about to do the Settlement. Whether you use IM or not, the creation of Settlement rule process remains same. Other experts may add to this.

Regards,

Bala.