Settlement Rules creation in Mass for Overhead Projects

[Nagendra_Hada]

Hello Experts,

We are working in SAP S/4 HANA Public Cloud. Settlement rules are created by Generate Settlement rules Fiori App, by default this app creates settlement rules for Cost center object, We have requirement of creating settlement rule for G/L cost object. Kindly let us know if we have other option of creating settlement rules in mass for G/L cost object on wbs elements.

Thanks & Regards,

Nagendra Hada

SAP S/4HANA Cloud Public Edition SAP S/4HANA Cloud for enterprise portfolio and project management SAP S/4HANA Cloud Public Edition Professional Services 

[OwenLiu]

Added Finance tag, please remove tag SAP S/4HANA Cloud Public Edition.

[Hardeep_Tulsi]

Hello Nagendra. Currently there is no functionality to define settlement receiver as a 'GL Account' in current delivered Cloud version. You can vote for the influence request to have this feature. https://influence.sap.com/sap/ino/#/idea/235688

In addition you can use SAP Build Process Automation to  mass create and augment automatically assign settlement rule for Work Packages/WBS element. You can have the business process automation for Settlement rules and the objects assigned to them that govern settlements of expenses from WBS elements to their receivers. Please refer to documentation on how to get started with SAP Build Process Automation Starter Pack

You can find below Fiori apps that you can review to perform assignment

Maintain settlement rule for WBS element
Manage Settlement Rules - Projects Fiori App View settlement rules that were defined for existing projects and WBS elements. Learn more with documentation 
Generate Settlement Rules - Projects

Run Settlement - Projects - Actual (Collective)
Orders and projects are used as interim collectors of costs and serve as an aid to the planning and monitoring processes needed. When a job has been completed, you settle the costs to one or more receivers. You can settle an account assignment object, you need to define a settlement rule for the sender. When defining a settlement rule, you can Settle costs to a wide range of receivers (project, sales order, profitability segment, and so on).

Fiori App "Run Settlement - Projects - Actual (Collective)" Specify how the costs are distributed among the receivers. You can use this Fiori App to define the cost elements under which the sender is to be credited and the receivers to be debited.

You can Select the project for which you want to create settlement rules for G/L cost objects on WBS elements and  enter the relevant settlement rule parameters such as settlement receivers and settlement cost elements.

Allocation contexts define the types of sending and receiving objects involved in an allocation. You specify allocation contexts when defining allocation cycles in the Manage Allocations app.

You can settle costs to one or more receiving objects and you need to define a distribution rule for each settlement receiver. Learn more with documentation

Hope this helps

Thanks

[Nagendra_Hada]

Thanks Hardeep!

[OwenLiu]

Hello,

Please check KBA:

3252133 - Settlement Profile configuration SSCUI - SAP for Me

Best Regards,
Owen