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Help configuring Automatic Generation of Settlement Rule for WBS

Hello Experts, I an new to the PS module so please bare with me. So we have customer projects, and we only want the higher Level WBS to be settled to COPA, and all lower levels WBSs should settle on...

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Re: Help configuring Automatic Generation of Settlement Rule for WBS

Hi Israa,As you are settling the costs that are incurred on the higher WBSe to COPA, this would mean that you would consider this as an account assignment element and not a billing element. Please use...

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Re: Help configuring Automatic Generation of Settlement Rule for WBS

Hi Israa, The settlement for the cost from lower level WBS to superior levels is not a straight forward configuration. It requires implementation of the SAP Note 211324. Implement the steps mentioned...

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Re: Help configuring Automatic Generation of Settlement Rule for WBS

Basically the requirement is all costs and revenues on lower WBSs to get settled to higher WBSs, then the higher level WBS gets settled to COPA. How can I settle costs and revenues, is it by cj88? does...

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Re: Help configuring Automatic Generation of Settlement Rule for WBS

Hello, I asked my technical team, they said that this note can't be applied for some reason. Unfortunately, it is a business requirement for lower level to be billing items in some cases. So, If i add...

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Re: Help configuring Automatic Generation of Settlement Rule for WBS

Hi Israa, I am not sure why your tech team has said so, as it is standard practice to use the sol. provided in the note to settle cost and revenues to higher level WBS.  I have done it in various...

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Re: Help configuring Automatic Generation of Settlement Rule for WBS

Hi Israa,You can try adding manually the settlement rules for the lower WBS elements (Consider the higher WBSe as the receiver in this case) and then settle the values posted on the higher WBSe onto...

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Re: Help configuring Automatic Generation of Settlement Rule for WBS

As far as i remember, ofcourse by going through SAP Help and by my experience, SAP does not recommend having multi level settlement in case of Customer Projects. Its true that if a solution is provided...

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Re: Help configuring Automatic Generation of Settlement Rule for WBS

With the RA, we run it for each WBS billing element, so in my case, when we run it for the higher level WBS before settlement, will it aggregate the results for all lower level WBSs or what will happen?

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Re: Help configuring Automatic Generation of Settlement Rule for WBS

With the RA, we run it for each WBS billing element, so in my case, when we run it for the higher level WBS before settlement, will it aggregate the results for all lower level WBSs or what will happen?

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Re: Help configuring Automatic Generation of Settlement Rule for WBS

This would require prototyping and currently i don't have a system to do that.. My assumption would be that the RA will aggregate the values at each level. Not sum it up at the top level..  You can...

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Re: Help configuring Automatic Generation of Settlement Rule for WBS

They want to use the Cost based!

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Re: Help configuring Automatic Generation of Settlement Rule for WBS

I would suggest you to try that once in your test system and check the report for Project results. That will give you the clear picture.

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