Project Revenue settlement

[Former Member]

Dear All

Please tell me where can we settle a Revenue Bearing Project to ? I don't want to settle it to a PSG segment . Is it possible settle to the GL or sales order item (SDI) . Revenues or customer down payments can only be settled to G/L accounts, profitability segments, sales documents (SDI). so please anyone explain how to settle against GL or sales document (SDI) what is prerequisite for this. Please explain step by step if possible.

Regards

Raj

[virendra_pal]

you can settle to GL or SDI

make sure you allow these as receivers in settlement profile

[Former Member]

Dear Virendra Pal

When i am trying to settle the amout to SDI i am getting following error

The sales document is assigned to WBS element TESTL-09-1-900009

Message no. V1139

Diagnosis

The sales order item contains a project account assignment.

Procedure

Enter the number of a work breakdown structure element which is included in the same project definition as the work breakdown structure element from the sales order item or assign a sales order item without project assignment.

I had assigned the same above WBS Element in sales order Please guide me .

Regards

Raj

[virendra_pal]

That is correct

When you settle to SDI then you do not need to link WBS and sales order - as the sales order will be the main object for analysis -

revenue being already there and you settle cost to SDI

If you use revenue to WBS then WBS becomes the object for analysis, ie you have revenue from sales order in WBS and the costs are posted in WBS, in this case there is no reason to settle to SDI

[former_member203108]

Check this thread

you can search this forum for more info.

[virendra_pal]

Ahmed

Thanks for pointing the thread out. Excellent.

Regards

Virendra