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Settlement Profile EPPM Projects

mnagtegaal
Explorer
0 Kudos
310

Dear community,

When we run the app Generate Settlement Rules - Projects, the system creates Settlement Rules for EPPM projects (Overhead Projects). The receiver of the settlement rule is the responible cost center, maintained on the project. So far so good.

The issue we have is that the settlement rule is created with Settlement Type PER (Periodic Settlement). We would like to use the Settlement Type FUL instead, to settle also the costs prior to the settlement period. I've searched the internet, and what I found is that this is managed bij de settlement profile, but as far as I can find, there is no possibility to configure the settlement profiles and assign them to project types.

Any ideas from the community? Would be very helpful! 

Thanks, Mischa

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OwenLiu
Product and Topic Expert
Product and Topic Expert
0 Kudos

Hi Mischa,

EPPM project by default has PER rule.

If you would like to settle value for previous periods, in App Run Settlement, you can use the fields

Settlement Period - the period contains the value you want to settle

Posting Period - current period or previous period.

Best Regards,

Owen