SAP Knowledge Base Article - Public

3330974 - Settlement within hierarchy for Investment Projects

Symptom

When running Settlement for a Investment Project, the WBS childs are not being settled.

Environment

SAP S/4HANA Cloud

Cause

Missing configuration. Once a settlement rule is maintained for a settlement element, it is possible to pass-down the settlement rule to its subtree through Generate Settlement Rule application. It will reduce the effort of manual maintenance of settlement rules for each WBS element in the subtree. 

Resolution

In order to allow the settlement of the WBS Elements childs within the Investment Project, you must first select the Pass-Down Settlement Rule checkbox while creating a project header or WBS element. You should also select the 'With Pass-Down Option' in General Information -> Settlement Rule Maintenance in the Project.

See Also

Project Control - Enterprise Projects

Settlement

Keywords

Settlement Rule, Pass-Down, Hierarchy, Investment Project, Subtree, WBS Element , KBA , CO-OM-2CL , Overhead Cost Controlling (Public Cloud) , CO-OM , Overhead Cost Controlling , How To

Product

SAP S/4HANA Cloud Public Edition all versions ; SAP S/4HANA Cloud all versions