Automatic Settlement rules generation

[Former Member]

PS Experts

I need to have automatic settlement rule generation for WBS elements.

I do have all the config (PS & IM) in place and when i release my WBS element then AUC is automatically created and no settlement rules are generated at this point.

But when i create FINAL ASSET, then the settlement rules are generated automatically with final asset as the receiver. When i run my final settlement (CJ88) then the settlement rule is updated with AUC & Final asset.

My question is do i need to have Investment profile to have automatic creation of settlement rules.

What if i don't want to activate IM and still have automatic settlement rule generation?

Edited by: Raj M on Apr 17, 2008 8:49 PM

[Former Member]

Hi,

For automtic settlement rule generation folloowing steps need to be followed.

1. Determine Strategy for Settlement Rule

In this there will be settings for settlement rule where we define the recevier cost object after project settlement.

This strategy will be assigned to project profile

2. Generate Settlement

CJB2 transaction need to be run for generation settlement for the WBSE.

Hope this will help you.

Regards,

Rakesh Pradhan