how to set the default settment rule for the same kind project.

[Former Member]

hi experts:

the project of the same kind of the project profile have the same settment rule to one account (G/L).

how to set the default settment rule for the project of this kind of the project profile.

regards

[Former Member · Accepted solution]

Hi

First you have assign the settlement profile for Network type in OPSC and then assign the Network order type to Network order profile in OPUU. Fianlly assign the network order profile to Project profile in OPSA Plgboard/dates tab page. So that the projects having this project profile will have common settlement profile.

Thanks

S.Murali

[Former Member · Accepted solution]

Hi,

Settlement rule can be defaulted only for Cost center and AUC for a particular project profile.

how ever If you want to default the rule every time creating the project with GL account will be only achieved using

Business Add-In: Generation of WBS Element Settlement Rule (CJB1/CJB2).

Rgds

Sudhir Reddy

[Former Member · Accepted solution]

Hi,Sudhir Reddy thanx.

Settlement rule can be defaulted for Cost center for a particular project profile.

how to customize?

Rgds

[Former Member · Accepted solution]

Hi,

You need to define the settlement profile and allocation structure.

next you need to define the Strategy for settlement rule.

navigation-PS> costs> automatic and periodic allocations> settlement> Settlement rule for WBS

--> Define strategy for settlement rule.

Select the strategy and click on settings. in that new entries, check the Acc Assg element, enter Settlement profile and mention accass category as reposnsible cost center.

Save this transaction.

Now create a project assgin responsible costcenter for the WBS element in the project buider and save the transaction.

Now run CJB2 transaction for the project, settlement rule will generated automatically.

even you can configure the same for profitability segment.

Rgds

Sudhir Reddy

[Former Member]

Hello,

One way is to generate a settlement rule automatically via CJB1/CJB2. The prerequisite to this is you need to define a strategy and assign it to a project profile in SPRO.

With this approach, you can select the settlement receiver to be responsible or requesting cost center from a WBS Master data, COPA, or from superior object. You can't settle to a G/L account from this option unless you go for enhancencement.

Regards,

Monica