CJ88: (Settlement for Individual WBS)

CJ20N:
(WBS: M.00012)

CJI3: Cost in WBS

Maintain Settlement Rules:

From activity (905582), firstly we’ll transfer cost to WBS Element (M.00012) & we’ll maintain Settlement rules for
Activity.
(Select Activity → Go to Edit → Cost → Settlement Rule)

→ Enter Category & Settlement Receiver

→ Press enter
(Go back & check System status of Activity – SETC)

Settlement Rule for Network (905582)

Settlement Rule for WBS (M.00012)
(Select WBS → Go to Edit → Cost → Settlement Rule)

→ Enter Details
→ Press enter
→ Click on “Overview”

→ Enter Details: Category & Settlement Receiver

(After maintaining the Settlement rules go back & SAVE the project)
CJ88: Settlement
(Now we’ll transfer [Settle] cost from Activity to WBS & from WBS to Cost Center)
(Check “Test Run” first to check errors)
Settlement of Network (905582)
→ Enter Details: Network, Settlement period, Posting period & Fiscal year
→ Press Enter

→ Click on Execute

(Processing completed with NO errors)

→ Go to CJI3
→ Check Cost of Network

(Amount 2,500 Transferred to WBS)

Settlement of WBS (M.00012)

→ Enter Details: Network, Settlement period, Posting period & Fiscal year
→ Press Enter
→ Click on Execute

(Processing completed with NO errors)

→ Go to CJI3
→ Check Cost of WBS
 CJ8G: (Settlement for Collective WBS)

CJ20N:
(WBS: M.00028)

CJI3: Cost in WBS

Maintain Settlement Rules:

From activities, firstly we’ll transfer cost to WBS Element (M.00028) & we’ll maintain Settlement rules for Activity.
(Select Activity → Go to Edit → Cost → Settlement Rule)

Settlement Rule for Network (905583-0010)

→ Enter Category & Settlement Receiver

→ Press enter
(Go back & check System status of Activity – SETC)

Follow same procedure to Create Settlement rules for other two Activities
Settlement Rule for WBS (M.00028)
(Select WBS → Go to Edit → Cost → Settlement Rule)

→ Enter Details
→ Press enter
→ Click on “Overview”

→ Enter Details: Category & Settlement Receiver

→ Press enter

After maintaining Rules for WBS & Activities, we’ll create Variant for activities in CJ8G
(Create Variant for all three activities)
Variant: M28

→ Go to CJ8G
→ Enter Variant name, Settlement period, Posting period, Fiscal year & Click on “Create”

→ Click on “Create”
→ Enter Network, Activity & click on “Multiple selection”

→ Enter values & Click Copy

→ SAVE
Settlement of Network (905583)
→ Go to CJ8G
→ Enter Details: Variant (M28), Settlement period, Posting period & Fiscal year
→ Execute

(Processing completed with NO errors)

→ Go to CJI3
Check cost: Costs moved from Activities to WBS

Settlement of WBS (M.00028)

→ Go to CJ88
→ Enter Details: Network, Settlement period, Posting period & Fiscal year
→ Press Enter
→ Execute

→ Go to CJI3
Check cost: Costs Settled