CCM - WB2R_SC - Partial Settlement

[arindamsur]

Dear Expert,

I am using standard configuration for condition contract settlement process.

While using tcode WB2R_SC accounting document not generated.

For Delta accrual - Settlement document & accounting document generated. Posting Status shown Green ticked in settlement document - but Tax code missing at line item level in accounting document. why?

For Partial settlement - Settlement document created & posting status shown Blocked for accounting - Accounting document not generated. Why standard setting like this? I have Spro checked Configuration also.

Posting block for Transfer to Accounting - Unchecked

Same settings for delta accrual settlement type, but its working fine with accounting posting

Final Settlement - I am getting error WB2R130 - Settlement document for xx.xx.xxxx (date) are still changeable

Thanks,

Arindam Sur

[GauthierVictor · Accepted solution]

Hi @arindamsur, 

Thanks for your post. As explained via LinkedIn, your post doesn't have much information of the context you're facing but here are a few clarifications that might help address your issues:

1. In standard SAP CCM behavior, tax calculation is typically not required for delta accrual postings, unless you're operating in a specific country with mandatory tax requirements (e.g., I believe Italy is one of them).
Therefore, in most cases, the accounting document for delta accruals will not contain tax codes, and this is standard system behavior, not an error.
Since the system does not determine tax during accrual postings, the posting status will still show as green (posted successfully), even if tax codes are not present.

2. In standard configuration, Partial Settlement documents should post directly to accounting, unless you are using a two-step condition contract type (where manual release to accounting or collective settlement is required).
If you're not using a two-step contract type and accounting posting is blocked, the issue could stem from one of the following:

• Calculation error during settlement execution – Check the settlement execution log and use WZR2 (Change Mode) to perform a "Check Document".
• Account determination error – Review the account assignment in WZR3 (Display Mode).
• Configuration inconsistency – For example, the process type might have been configured to allow warning (instead of error) when tax code is missing, which can cause posting blocks under certain conditions.

3. Final Settlement cannot be executed for consistency reason if the previous partial settlement was not release to accounting. Partial and Final Settlement can't be skipped for consistency reason. 

Regards, 
Gauthier Victor 

[arindamsur · Accepted solution]

Thanks @GauthierVictor for your kind support. I will check as per your suggestion in point no 2 and will get back to you.

[arindamsur · Accepted solution]

Hi @GauthierVictor, When I tried to 'release to accounting' using tcode WZR2, its show a waring message 'document XX with document status workflow release required is blocked for follow-on document

[arindamsur · Accepted solution]

Hi @GauthierVictor, issue resolved now. Thanks for your kind support.